Customer Service Representative jobs at Farmers & Merchants Bank - 2001 jobs

A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr

SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries. Prepare applications for renewals reviewing for accuracy with correct entry into agency management system. Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster. Order Motor Vehicle Reports for prospective insured drivers. Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance. Provide clients with automobile identification cards. Compile information for marketing of prospects. Review expiration lists for confirmation all policies in current period are renewed. Scan and attach all documents to customer files in agency management system. Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: High School or equivalent GED Must have Property and Casualty License Preferred minimum of one (1) Year experience working with insurance related. E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Licenses & CertificationsProperty & Casuality Lic (preferred) Life & Health License (preferred) Skills Customer Service (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Customer Support Center Agent I Location: St. Peters, MO At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Assisting callers with questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with our customer service standards. Service customers over the phone with accuracy and efficiency within policy guidelines. Create a quality service experience by ensuring timely resolution and follow-up to customer needs. Solicits assistance from management as needed. Seeks management approval for requests outside of their approved level. Notifies management of suspicious and questionable activity. Adheres to all bank compliance, security and operational policies and procedures. Performs changes to existing accounts as requested by the customer. Transferring request that are outside the scope of the CSC to the appropriate individual or department for assistance. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to management. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook and/or First Mid policies. Ensuring all customer interactions & documentation follow bank policy & regulations, while maintaining customer confidentiality. Identifies and recommends products and/or services to best meet the needs of the customer. Educates and encourages customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Actively seeks out and maintains basic product knowledge of all banking products through training courses, meetings, corporate communications, etc. Complete other specified duties as assigned. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service experience and/or previous experience working in a financial institution preferred. Previous contact center experience preferred. Skills: Proficient in usage of Microsoft Office and computer application Strong organizational and communication skills, both oral & written. High level of interpersonal skills to interact with customers and potential customers in professional manner. Ability to work additional hours or hours outside of the departmental operating hours as needed. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $18.00 - $19.62 per hour Apply for this Position

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Position Responsibilities Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Minimum Education and Experience One year of college education or equivalent work experience One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union Detail oriented Commitment to the delivery of superior customer service Ability to work successfully with a wide variety of people in a team environment Ability to solve problems and use sound judgement Strong interest in building a career in the Financial Services Industry Willingness to work at other locations when necessary Technical Knowledge and Skills Microsoft office software suite (Word and Excel) Excellent oral and written communication skills. Compensation Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance Working Arrangements This role is expected to work in office Monday through Friday at assigned work location. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Insurance Customer Service Representative Location: St. Peters, MO At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts. Responsibilities include, but are not limited to: Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue. Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions. Monitors policy expiration list to be certain that expiring policies are renewed. Monitors accounts receivable balances on assigned accounts. Provides administrative support to producers including preparing insurance applications. Cross-sell insurance and bank services in a professional manner. Complete required training associated with job function. Performs other duties as required. Qualifications Education: High school diploma or GED. Some college preferred but not required. Prefer candidates that hold current Property and Casulty License, Series 6 or ability to obtain within 90 days of employment. Experience: Prior insurance experience is preferred. Prior experience with Excel, Word and related software is required. Skills: Ability to gain thorough knowledge of insurance products and coverages. Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role. First Mid will facilitate training and testing for additional licensure as needed. High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities. Ability to empathize with customers and to respond appropriately. May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $17.50 - $22.19 per hour Apply for this Position

SUMMARY: Responsible for assisting bank clients via telephone with their banking needs by providing detailed product information, exemplary customer service, processing of bank transactions, cross selling of bank products and services, problem resolution and referrals to appropriate line of business experts as required. ESSENTIAL DUTIES AND RESPONSIBILITIES: Provide prompt and courteous assistance to all inbound client calls Assist clients with selection of appropriate bank products and services Recognize and pursue cross-selling opportunities Assess both client and non-client requests, ask appropriate questions to clarify needs, define and offer best alternatives/answers when appropriate Respond to inquiries from the public regarding current rates, job opportunities, office hours, and any other Farmers National Bank related questions Recognize situations where additional expertise is required and bring the necessary resources into the discussion/situation Maintain the highest possible level of integrity and honesty during all client interactions in a manner consistent with the Core Values, Vision, and Mission of Farmers National Banc Corp May be involved in conducting out-bound proactive sales calls to current and potential clients Work individually and as a team to meet and exceed established goals, i.e. referral goals, call handle time goals, availability goals, and quality goals. Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION AND/OR EXPERIENCE: High School Diploma or GED Minimum of one (1) year retail banking experience (Teller, Personal Banker, etc.), customer service experience and phone sales and service experience Proven ability to operate Windows-based computer programs and use a mouse Call center experience preferred E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities. The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred. Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures. Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Treasury Management Services Representative I Location: Jefferson City, MO Job Id: 4344 # of Openings: 0 Treasury Management Services Representative I The Treasury Management Services Representative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer Service Representative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to: Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs. Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services. Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies. Complete the training and onboarding process for new products and services to new or existing clients. Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc. Facilitate new account opening and service addition documentation when necessary. Acts as a liaison between the customer, and the operational team, as well as the relationship manager. Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching. Identify and escalate system problems/errors when necessary. Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements. Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally. Completes various validation and maintenance when call volumes are low. Completed required training associated with job function. Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions. Qualifications Education/Experience: Associates Degree or equivalent customer service, call center or banking experience. 1+ years Call center and/or banking experience desired. Previous experience with treasury management a plus but not required Skills: Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner Excels at computer and Internet skills Excellent verbal and written communication skills Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner Pay Range: $17.74 - $22.18 per hour Apply for this Position

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities. The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred. Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures. Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities. The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent. Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations. Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Treasury Management Services Representative I Location: St. Peters, MO Job Id: 4264 # of Openings: 0 Treasury Management Services Representative I The Treasury Management Services Representative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer Service Representative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to: Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs. Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services. Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies. Complete the training and onboarding process for new products and services to new or existing clients. Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc. Facilitate new account opening and service addition documentation when necessary. Acts as a liaison between the customer, and the operational team, as well as the relationship manager. Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching. Identify and escalate system problems/errors when necessary. Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements. Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally. Completes various validation and maintenance when call volumes are low. Completed required training associated with job function. Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions. Qualifications Education/Experience: Associates Degree or equivalent customer service, call center or banking experience. 1+ years Call center and/or banking experience desired. Previous experience with treasury management a plus but not required Skills: Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner Excels at computer and Internet skills Excellent verbal and written communication skills Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner Pay Range: $17.74 - $22.18 per hour Apply for this Position

First Bank Service Center Rep -- Tier 2 Our Service Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from multiple channels. What You Will Be Doing Support more complicated service requests that require more time, experience and knowledge on a particular product or service. Identifies cross-sell and referral opportunities for the expansion of the product and service relationships including additional account relationships as well as other products and services offered by the bank. Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding them to specialized Service Representative experts (Tier-3 and above) if needed. Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions. Contributing to the accomplishment of individual, team and First Bank performance goals High school diploma or general education degree (GED) required A minimum of 2 years client service experience and/or training, preferably in a banking environment; or equivalent combination of education and experience. Previous contact call center experience preferred. Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 555 Saturn Blvd Ste C, San Diego, California 92154 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 4180 Avenida de La Plata, Oceanside, California 92056 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities to cross service products and increase product penetration Perform platform banking functions Assist level I team members Understand and comply with federal and other regulations relating to financial products and services May assist with Branch Office vault opening, closing and balancing procedures May serve as a Branch Office and/or ATM vault custodian Perform other duties as assigned Qualifications Ability to work independently and in a team environment Working knowledge of savings and checking products, accounts and services May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need Effective active listening skills to accurately respond to inquiries and account requests Effective organizational, planning and time management skills Effective research, analytical, and problem solving skills Effective skill building effective relationships through rapport, trust, diplomacy and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill maintaining composure in a high production and changing environment Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective skill performing mathematical calculations and working accurately with numbers Effective verbal and written communication skills Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs. Location: 1240 East 9th Street 2663, Cleveland, Ohio 44199 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 28201 Marguerite Prkwy Ste 14, MIssion Viejo, California 92692 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.