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Retail Banker jobs at Farmers & Merchants Bank - 1803 jobs

  • Teller - Part Time

    Farmers & Merchants Bancorp 4.4company rating

    Retail banker job at Farmers & Merchants Bank

    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.
    $32k-37k yearly est. 15d ago
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  • UHNW Private Banker | Wealth Strategy & Trusted Advisory

    Citigroup Inc. 4.6company rating

    Palo Alto, CA jobs

    A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr
    $200k-300k yearly 5d ago
  • Universal Banker

    Farmers National Bank of Canfield 4.7company rating

    Wooster, OH jobs

    Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Strong knowledge of all bank products and services, to include features and benefits.Present various options and suggestions that best fit the needs of each client. Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis. Coordinate daily with Branch Manager regarding sales and service operations. Coach tellers to meet their daily sales referral goals and provide excellent customer service. Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs. Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration. Prepare contracts; renew IRA Certificates and all related IRA transactions. Open, redeem, and calculate interest on Certificates of Deposit. Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day. Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve. Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction. Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately. Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting. Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market. Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place. Authority to open and close branch following proper security procedures Authorization to sign official checks and CD's, not to exceed $50,000 and to complete teller system overrides. Make outbound sales calls to current and prospective clients. Run a teller window as needed. Flexibility with work schedules to accommodate branch staffing requirements in order to service needs and create a work environment conducive to teamwork. Other duties as assigned EDUCATION and/or EXPERIENCE: High School diploma or General Education degree (GED); College degree preferred Minimum of two (2) years retail banking experience as a teller or customer contact/sales position. Minimum of one (1) year opening new accounts, sales and operations preferred. Previous supervisory and sales experience highly preferred OTHER SKILLS and ABILITIES: Ability to lead and motivate a team and constant involvement in the bank's referral program. Must have excellent judgment/decision making skills, time management and organizational skills Ability to present a professional image and maintain a high level of personality and confidentiality Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures Strong knowledge of daily branch, vault and ATM operations. Expected to exercise sound judgment in resolving client and/or employee issues 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 (required) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $50k yearly 3d ago
  • Bank Teller

    Farmers National Bank of Canfield 4.7company rating

    Massillon, OH jobs

    Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis Operate and balance a terminal and cash drawer daily Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal Accept checks for cashing in accordance to FNB check handling procedures Participate and successfully complete all required training courses Willingness to be flexible with a strong desire to create a work environment conducive to teamwork Assist with various duties associated with money shipments/orders, etc. Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures Motivation to make outbound sales calls to current and prospective clients Flexibility with work schedules to accommodate branch staffing requirements in order to service needs Maintain a position of trust and responsibility by keeping all customer business and personal information confidential Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank Must be able to work in a team environment, in a positive manner, with coworkers and the public Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: High School diploma or General Education degree (GED) Proven cash handling experience Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment Customer service and/or sales experience at any level E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $27k-31k yearly est. 3d ago
  • Bank Teller

    Farmers National Bank of Canfield 4.7company rating

    Hudson, OH jobs

    Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis Operate and balance a terminal and cash drawer daily Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal Accept checks for cashing in accordance to FNB check handling procedures Participate and successfully complete all required training courses Willingness to be flexible with a strong desire to create a work environment conducive to teamwork Assist with various duties associated with money shipments/orders, etc. Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures Motivation to make outbound sales calls to current and prospective clients Flexibility with work schedules to accommodate branch staffing requirements in order to service needs Maintain a position of trust and responsibility by keeping all customer business and personal information confidential Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank Must be able to work in a team environment, in a positive manner, with coworkers and the public Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: High School diploma or General Education degree (GED) Proven cash handling experience Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment Customer service and/or sales experience at any level E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $27k-31k yearly est. 4d ago
  • Universal Banker (Greenbelt)

    Atlantic Union Bank 4.3company rating

    Greenbelt, MD jobs

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending 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 Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $47,389--$71,037. 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.
    $47.4k-71k yearly 3d ago
  • Universal Banker (Laurel Lakes)

    Atlantic Union Bank 4.3company rating

    Laurel, MD jobs

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending 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 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.
    $34k-43k yearly est. 4d ago
  • Universal Banker

    Farmers National Bank of Canfield 4.7company rating

    Brookfield Center, OH jobs

    Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral techniques/opportunities. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Strong knowledge of all bank products and services, to include features and benefits. Present various options and suggestions that best fit the needs of each client. Participate in bank's referral and sales programs, sales campaigns, and sales training in order to meet specific goal expectations on a weekly, monthly, quarterly and/or yearly basis. Coordinate with assigned Branch Manager regarding sales and service operations. Coach tellers to meet their daily sales referral goals and provide excellent customer service. Prepare necessary documents to open new accounts and maintain accounts based on client's specific needs. Assist clients with loan-related questions and processes. Prepare loan clients for what to expect during the loan application process and uncover opportunities for further exploration. Prepare contracts; renew IRA Certificates and all related IRA transactions. Open, redeem, and calculate interest on Certificates of Deposit. Assist customers with Safe Deposit Box rentals in accordance with the FNB Safe Deposit Box Manual. Ensure that all negotiable instruments, Safe Deposit Box records, and confidential records in the work area are properly secured each day. Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve. Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer's satisfaction. Ensure each teller balances daily, provide assistance to locate differences, ensure that all differences are properly initialed and, if required, report to manager immediately. Possess a constant awareness of lobby activity to efficiently and effectively service customers (i.e.) adjust time spent on new account transactions when additional customers are waiting. Knowledge of competing bank's products, promotions, and operations to effectively make recommendations to gain strength within that market. Ensure that dual control policies are known and followed by all staff members where ever dual control procedures are in place. Authority to open and close branch following proper security procedures Authorization to sign official checks and CD's, not to exceed $50,000 and to complete STeller overrides. Make outbound sales calls to current and prospective clients. Run a teller window as needed. Flexibility with work schedules to accommodate branch staffing requirements Other duties as assigned EDUCATION and/or EXPERIENCE: High School diploma or General Education degree (GED); College degree preferred Minimum of two (2) years retail banking experience as a teller or customer contact/sales position. Minimum of one (1) year opening new accounts, sales and operations preferred. Previous supervisory and sales experience highly preferred OTHER SKILLS and ABILITIES: Ability to lead and motivate a team and constant involvement in the bank's referral program. Must have excellent judgment/decision making skills, time management and organizational skills Ability to present a professional image and maintain a high level of personality and confidentiality Must have strong communication skills in order to educate staff on changes in policy or new policies/procedures Strong knowledge of daily branch, vault and ATM operations. Expected to exercise sound judgment in resolving client and/or employee issues E-Verify is used to confirm the identity and employment eligibility of all newly hired employees Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Cash Handling (preferred) 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.
    $50k yearly 3d ago
  • Universal Banker (Olney Branch)

    Atlantic Union Bank 4.3company rating

    Olney, MD jobs

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending 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 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 currently offering an annual salary range between $45,000.00 and $48,000.00. 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.
    $45k-48k yearly 3d ago
  • Universal Banker

    Minnwest Bank 4.1company rating

    Sioux Falls, SD jobs

    About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: Minnwest Bank is seeking a Full Time Universal Banker for our Sioux Falls East location. The Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position will inform customers of products and services to transition customers and prospects to bankers and business partners for retail and business products and services, as well as service existing account relationships. relationships. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities: Provide prompt and courteous customer service by identifying and recommending bank products and services to fulfill their needs. Process routine transactions such as but not limited to: receiving checks and cash for deposits verifying cash and endorsements issuing receipts issuing cashier's checks cashing checks paying out funds Proactively transition customers and prospects opportunities to achieve individual, team and organizational sales and service goals. Assist customers with account changes or inquires as well as any issues or questions they may have. Maintain knowledge of all bank products and services. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Schedule: Monday - Friday: 8am - 5:30pm Minimum Requirements: High School diploma or equivalent 1 year cash handling and customer service experience Basic reading, writing, and mathematical skills Dependable, organized team player with a positive attitude Ability to communicate with customers and coworkers in a clear, effective professional manner. Willing to continuously learn and grow within the organization. Preferred Qualifications: 2-year associate degree 1 to 2 years of consumer account openings, closings, and maintenance Ability to multi-task, be organized, effective time management. Is able to work alone or within a team setting. Strong mathematical and problem-solving skills. Pay Range: $19.60 - $22.05/hour Paid Bonus Program for Universal Bankers when the different levels of training have been completed and proficient in tasks Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $19.6-22.1 hourly 3d ago
  • Universal Banker ( Leisureworld Branch)

    Atlantic Union Bank 4.3company rating

    Silver Spring, MD jobs

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending 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 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.
    $34k-43k yearly est. 3d ago
  • Teller II

    Water and Power Community Credit Union 3.7company rating

    Los Angeles, CA jobs

    Role: To provide value-added quality service to the membership by efficiently, accurately and continuously handling member transaction, cross-selling credit union products and services, and providing back-up operational support to the Assistant Manager and Lead Teller. Provides leadership and motivation to teller staff in order to reach organizational objectives and goals. Major Duties and Responsibilities 25% - (Job Knowledge) - Proficient in processing all teller transactions including deposits, withdrawals, loan payments, night drop, bank by mail transactions, payroll deduction, money orders and cashier checks. May be responsible for placing or maintaining branch cash orders, negotiable items, audit logs and ensuring that the daily branch balancing procedures are completed in a timely manner. Provides prompt and accurate information to the member and conducts complex account research. Provides in depth level of knowledge and skill in the operational aspects of the teller area. 20% - (Member Focus) - Proficiently provides prompt and accurate information to the member and conducts moderate to complex account research or inquires. Proficient balancing a cash drawer and daily transactions within established credit union guidelines to ensure accuracy and prevention of losses. Ensures compliance with all credit union member service standards. 20% - (Leadership) -May act as a lead person or provide overrides as directed by branch management. May be asked to oversee the teller area to deliver exceptional service to the membership in the absence of the Lead Teller. May be asked to monitor activities to ensure that they are in compliance with established credit union policies and procedures. Provides feedback to supervisor and other service centers on any issues that can improve performance. Provides feedback to supervisor on staff performance evaluations and recommends appropriate actions. 10% - (Business Development) - Proficiently promotes a retail environment by cross-selling and referring credit union products and services. Supports the needs of the manager and sales division by assisting wherever needed. Required to meet and maintain minimum sales objectives assigned by branch management. 10% - (Communication) - Maintains professional standards with all member and staff contacts, written correspondence, and overall personnel and branch appearance. Composes correspondence and communicates with members as necessary. 10% - (Teamwork and Cooperation) - Maintains effective communications between branch and other service centers. Is willing to provide support to other service centers in order to achieve exceptional member service. 5% - Other duties as assigned. Additional Responsibilities: To provide friendly, professional, personal service to all members. To balance at least 98% of the time. Complete all work process with minimum of errors and a high degree of quality with minimal supervision. Required to meet and maintain minimum sales objectives assigned by the Branch Manager. Supports the needs of the Sales Division by assisting wherever needed to ensure member demand with sales and service delivery. Utilize TQM tools and techniques, such as flowcharting, brainstorming, check sheets, and charts to continuously improve work processes; demonstrates and promotes teamwork. Performs all duties in compliance with credit union policies and appropriate regulatory statutes. May be required to work on Saturdays on request by the Branch Manager. You are required to attend Sales events. May be required to travel to other Service Centers for staff coverage. Qualifications Education Education: High School Diploma, G.E.D., or equivalent required. Experience Minimum of two to five years customer service and retail sales experience with a proven track record of two years in cash handling experience or two years branch operations experience. Abilities, Knowledge and Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/ or outside the organization, generally regarding routine matters for purpose of giving or obtaining information which may require some discussion. Other Skills: Intermediate knowledge of computers and applications, Microsoft Windows, Microsoft. Word, Microsoft Excel, Internet Browser experience, excellent verbal and written skills. Ability to communicate clearly and to be understood in English, both in writing and verbally, by telephone and face to face. Ability to sit in increments of 2-3 hours at a time during the workday. Ability to stand in increments of 2-3 hours at a time, walk one hour per day, and bend/reach a distance of two to four feet. Ability to operate computer terminal, printer and calculator for extended periods of time. Ability to stand while conducting member's transactions. Ability to organize financial records in chronological and/ or alpha/ numeric files. Ability to make sound decisions Ability to act as a lead person as directed by branch management. Ability to perform basic Lead Teller functions. Performs all duties and assignments in compliance with credit union policies and appropriate regulatory statutes, including BSA regulations and those that correspond with specific job duties. This Position Description is not a complete statement of all duties and responsibilities comprising this position. Water and Power Community Credit Union is an Equal Employment Opportunity Employer. Water and Power Community Credit Union is committed to a proactive program of affirmative action and diversity development. The Company will continue to recruit, hire, train, and promote into all job levels without regard to race, religion, gender, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, source of income, or veteran status.
    $31k-37k yearly est. 3d ago
  • Teller - Taraval Area

    First Bank 4.6company rating

    San Francisco, CA jobs

    Banking Specialist I This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs. What You Will Be Doing Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $32k-36k yearly est. 3d ago
  • Full-Time Universal Banker/Teller I

    First Mid Bank & Trust 4.0company rating

    OFallon, MO jobs

    Position: Full-Time Universal Banker/Teller I Location: O'Fallon, 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: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. Sales: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: Proficient in usage of Microsoft Office and computer application 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 LP123 Pay Range: $17.50 - $19.62 per hour Apply for this Position
    $17.5-19.6 hourly 3d ago
  • Universal Banker

    The Farmer's Bank 3.9company rating

    Westfield, IN jobs

    Apply Description 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. Requirements 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. 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.
    $31k-35k yearly est. 3d ago
  • Assistant Universal Banker

    Minnwest Bank 4.1company rating

    Wilmot, SD jobs

    About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values: The customer is the first priority. We will keep all of the commitments we make. We are the people who get things done. We will work together as a team. Job Summary: The Assistant Universal Banker is responsible for providing all Minnwest Bank customers with a professional and courteous customer experience, from sales to service. This position consists of extensive customer contact and requires strong communication skills, professionalism, customer focus and computer system proficiency. This position requires travel to various branches to provide adequate staffing coverage due to staffing needs as well as to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. If the local branch location has a bank vehicle, the bank vehicle should be booked for this travel. If not, the Universal Banker will be paid mileage while using their own vehicle. Duties and Responsibilities (including but not limited to): Provide prompt, courteous and quality customer service to support customers' banking needs by completing a variety of teller transactions. Execute financial transactions as requested, recognizing red flags regarding fraud and scams. Complete teller functions including but not limited to receiving checks and cash for deposits, verifying cash and endorsements, issuing receipts, cashier's checks, cashing checks and paying out funds on upon verification of signature and balance, balancing of cash drawer and maintaining established cash level. Assist customers with account changes or inquiries as well as any issues or questions. Maintain knowledge of, identify and recommend bank products and services to fulfill customer needs. Comply with Minnwest Bank policies and procedures as well as state and federal banking laws and regulations. Travel to various branches to provide staffing coverage due to unexpected illnesses, etc. and occasional travel to the Minnwest Bank Training Center in Eagan, MN for Universal Banker Training. Minimum Requirements: High school diploma 6 months of cash handling and customer service Basic reading, writing and mathematical skills Ability to communicate with customers and coworkers in a clear, effective and professional manner Willing to continuously learn and grow within the organization Preferred Qualifications: 1 to 2 years of experience in a financial or banking environment 2-year associate degree Schedule: Monday - Friday: 8 am. - 5:30 pm, Rotating Saturdays: 8 am - 12 pm Universal Banker/Virtual Banker Pay differential for Saturdays and travel to other locations Language stipend available for bilingual employees Workplace Environment: Requires face-to-face interaction and coordination of work with customers, other employees and departments, and in-person interaction. Working at a computer and utilizing a telephone Occasionally lifting up to 50lbs Pay Range: $16.00 - $18.00 /hr. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors. Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including: Comprehensive Medical, Vision and Dental Insurance Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP) Paid Holidays and Competitive Paid Vacation Days Paid Parental Leave Short- and Long-Term Disability Life, Critical Illness, and Accidental Insurance Tuition Reimbursement and Career Development Opportunities Employee Assistance Program (EAP) Paid Time Off to volunteer in your community Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group All benefits are subject to eligibility requirements. A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission or your offer of employment. EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $16-18 hourly 3d ago
  • Virtual Banker

    First Bank 4.6company rating

    Saint Louis, MO jobs

    Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. What You Will Be Doing Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assessing clients' needs and cross-selling or making sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible. Meeting or exceeding established referral goals. Maintaining knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
    $38k-63k yearly est. 3d ago
  • Universal Banker

    Northwest Bank 4.8company rating

    Granger, IN jobs

    Financial Center Granger - 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.
    $31k-36k yearly est. 3d ago
  • Universal Banker - Florissant

    First Bank 4.6company rating

    Florissant, MO jobs

    Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center. Working towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store branches) Should cultivate relationship with retail store associates. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required). Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered. Helping commercial and small business clients/prospects with product questions, account support and various other tasks. Assisting with wire transfers and other operational duties, as needed. Helping coach Banking Specialist I and II on products, services, policies and procedures. High School Diploma or Equivalent Previous cash-handling experience preferred Minimum of 24 months of sales and/or banking experience preferred Life License (LB) preferred NMLS registry required Proven sales skills Good analytical skills Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $27k-31k yearly est. 3d ago
  • Teller

    Farmers & Merchants Bancorp 4.4company rating

    Retail banker job at Farmers & Merchants Bank

    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.
    $32k-37k yearly est. 17d ago

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