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Universal Banker jobs at Grandbridge Real Estate Capital

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  • Universal Banker - Sturbridge

    Truist Financial Corporation 4.5company rating

    Universal banker job at Grandbridge Real Estate Capital

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-38k yearly est. 10d ago
  • Universal Banker Float - Greater Montgomery Area

    Truist Financial Corporation 4.5company rating

    Universal banker job at Grandbridge Real Estate Capital

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities as needed. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provides a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning. 6. Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate. 8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. Proven and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and communication skills, including a desire to interact with clients and prospects 4. Ability to use office equipment and perform basic mathematical functions 5. Willing and able to follow written and verbal instructions and work under established guidelines 6. Demonstrated ability to deliver excellent client service and provide team support 7. Availability to work Saturdays and/or extended hours Preferred Qualifications: 1. Demonstrated ability to uncover referral opportunities 2. Knowledge of advanced or complex branch transactions 3. Demonstrated ability to handle multiple priorities under time constraints 4. General understanding of bank operations, policies, and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-38k yearly est. 28d ago
  • Universal Banker

    Berkshire Bank Company 4.4company rating

    Queensbury, NY jobs

    Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Queensbury, NY - 183 Quaker Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $18-29.5 hourly 21h ago
  • Universal Banker

    Berkshire Bank Company 4.4company rating

    Whitesboro, NY jobs

    Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Whitesboro, NY - 34 Oriskany Blvd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $18-29.5 hourly 21h ago
  • Float Universal Banker

    Berkshire Bank Company 4.4company rating

    New York jobs

    Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Delmar, NY - 255 Delaware Ave Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities: Customer Service - 50% Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment. Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Is proficient in the digital banking space and can assist clients with adoption. Client Service Line Duties - 50% Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures. Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines. Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client. Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education: High school diploma or equivalent Banking courses a plus Experience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferred Skills & Knowledge: Superior customer service skills Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction Ability to identify customer needs and make appropriate sales Basic computer skills Interpersonal skills We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
    $18-29.5 hourly 21h ago
  • Bank of NY Mellon Transition

    Cushman & Wakefield 4.5company rating

    Remote

    Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us. INCO: “Cushman & Wakefield”
    $33k-54k yearly est. Auto-Apply 42d ago
  • Universal Banker

    Primelending 4.4company rating

    Harlingen, TX jobs

    The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $30k-37k yearly est. Auto-Apply 28d ago
  • Universal Banker

    Alma Bank 3.8company rating

    New York, NY jobs

    Alma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, New Jersey, Long Island, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and offer a full range of products and services. Alma delivers a private banking style experience to our business banking customers. Come join our winning team! Alma Bank is currently looking to hire experienced Universal Bankers. SUMMARY Perform a variety of duties to provide existing and potential customer with efficient and accurate services. Opens accounts, explains and processes investments and other financial services, and corrects records by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: · Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. · Types account information obtained from customer on record card or form, and enters into computer. · Assist customers with questions and investigates and corrects errors, following customer and establishment records. · Present funds received from customer to Teller for deposit, and obtain receipts for customer. · Obtain records from fraud reporting agency. · Contact customers regarding overdraft items and other transactions as necessary. · Develop & maintain communication in a cooperative & professional manner with all levels of staff, members and outside contacts. · Handle all phases of teller operations, including collections, savings, demand deposits and loan payments. · Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. · Cashes checks and pays out money after verification of signatures and customer balances. · Enters customers' transactions into computer to record transactions, and issues computer generated receipts. · Orders daily supply of cash, and counts incoming cash. · Balances currency, coin, and checks in cash drawer at end of shift. · Removes deposits from, and counts and balances cash in, automated teller machines and night depository. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. EDUCATION and/or EXPERIENCE: Associate's degree or equivalent from two-year College or technical school; or six months to one year related experience and/or training. Benefits: Salary commensurate with experience. Alma Bank employees work in an open and collaborative environment. Alma Bank Offers its eligible employees a generous matching 401(k), excellent healthcare coverage (medical/dental/vision), short and long term disability, life insurance and long term care options. Alma Bank is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law. Salary range is $40K-$50K No Agencies Please
    $40k-50k yearly Auto-Apply 13d ago
  • Universal Banker

    Primelending 4.4company rating

    Round Rock, TX jobs

    The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our client's needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $29k-37k yearly est. Auto-Apply 6d ago
  • Universal Banker

    Primelending 4.4company rating

    Dallas, TX jobs

    The Universal Banker with PlainsCapital Bank serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our clients needs while ensuring a positive customer experience. High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus. Two or more years of relevant customer sales or service or banking experience. Previous Cash Handling experience a plus. Must be able to maintain an in-depth knowledge of the Bank's products and services Must demonstrate excellent verbal, written and interpersonal communication skills Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment. Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong initiative, accountability, and attention to detail. Ability to cooperate and work within a team and across the organization. Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail. Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach. Explain various account options and services based on uncovering the client's particular needs. Maintain a conversational approach to uncover pertinent financial needs for relationship growth. Maintains a proactive approach with customer follow-up. Review and explain required account documentation with customer and complete customer onboarding process. Maintains a thorough knowledge of the Bank's product suite. Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts. Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours. Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices. Follow and excel at Bank's relationship management and customer service excellence programs. Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail. Perform routine maintenance requests or fulfillment needs for clients. Complete all assigned training requirements on time. Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis. Other duties and responsibilities as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $29k-36k yearly est. Auto-Apply 24d ago
  • Teller/Customer Service Representative (Main Bank)

    Primelending 4.4company rating

    Lubbock, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, the Teller/Customer Service Representative processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required. Qualifications High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Teller I,II,III (Clairemont)

    Cal Coast Credit Union 4.1company rating

    San Diego, CA jobs

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished): This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions. Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals. • Maintains a thorough knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Ensures compliance with daily cash drawer balancing and limits. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • May serve as back-up to Personal Financial Assistant. • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned. • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members. • Performs other relevant duties as required. EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position): The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired.o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferredo Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handlingo Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling • Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism. • Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES (major responsibilities of the position): • Process member transactions and requests accurately and timely. • Greet members with a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities.• Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS (sitting, walking, climbing, lifting, etc.) • Ability to tolerate long periods of standing with occasional walking/sitting. • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS (indoors, outdoors, desk, etc.) • Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Ranges (Hourly) : Teller I $18.0000 - $20.0668 Teller II $19.0000 - $22.0190 Teller III $20.0000 - $24.6863
    $30k-37k yearly est. Auto-Apply 27d ago
  • Floating Teller/Customer Service Representative

    Primelending 4.4company rating

    Austin, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, the Teller/Customer Service Representative processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required.
    $26k-32k yearly est. Auto-Apply 6d ago
  • Teller/Customer Service Representative

    Primelending 4.4company rating

    Houston, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, the Teller/Customer Service Representative with PlainsCapital Bank processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required. Qualifications High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $26k-32k yearly est. Auto-Apply 60d+ ago
  • Floating Teller/Customer Service Representative

    Primelending 4.4company rating

    The Woodlands, TX jobs

    Under direct supervision, the Floating Teller/Customer Service Representative for PlainsCapital Bank processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders for the various branches in our Houston Market. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required.
    $26k-32k yearly est. Auto-Apply 25d ago
  • Floating Teller/Customer Service Representative

    Primelending 4.4company rating

    Dallas, TX jobs

    Under direct supervision, the Floating Teller/Customer Service Representative with PlainsCapital Bank processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders for various branches in our Dallas Market. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required.
    $26k-32k yearly est. Auto-Apply 25d ago
  • Teller

    Primelending 4.4company rating

    Edinburg, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Provides excellent customer service by maintaining a courteous and professional disposition while accurately processing customer transactions. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Informs customers of bank products and services, features and benefits; refers customers to appropriate staff. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Verifies customers' signatures, account ownership, and identification. Utilizes banking system to obtain account numbers and balances to research customers' transaction questions. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Other duties as required. Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash, sales and/or customer service required. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $26k-32k yearly est. Auto-Apply 60d+ ago
  • Teller

    Primelending 4.4company rating

    Brownsville, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Provides excellent customer service by maintaining a courteous and professional disposition while accurately processing customer transactions. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Informs customers of bank products and services, features and benefits; refers customers to appropriate staff. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Verifies customers' signatures, account ownership, and identification. Utilizes banking system to obtain account numbers and balances to research customers' transaction questions. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Other duties as required. Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash, sales and/or customer service required. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $26k-32k yearly est. Auto-Apply 60d+ ago
  • Teller

    Primelending 4.4company rating

    Weatherford, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Provides excellent customer service by maintaining a courteous and professional disposition while accurately processing customer transactions. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Informs customers of bank products and services, features and benefits; refers customers to appropriate staff. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Verifies customers' signatures, account ownership, and identification. Utilizes banking system to obtain account numbers and balances to research customers' transaction questions. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Other duties as required. Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash, sales and/or customer service required. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $27k-32k yearly est. Auto-Apply 60d+ ago
  • Floating Teller/Customer Service Representative (Weatherford, Granbury, Aledo/Willow Park)

    Primelending 4.4company rating

    Fort Worth, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! Under direct supervision, the Floating Teller/Customer Service Representative processes a variety of financial transactions including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Will also assist customers with opening accounts, processing check orders, issuing debit cards, general maintenance on existing accounts, and other account related duties as needed. This position covers the Weatherford, Granbury, and Aledo/Willow Park branches. Responsibilities Provides excellent customer service which includes prompt acknowledgment of the customer, maintaining a friendly and courteous disposition and a professional image, and accurately processing customer transactions. Processes a variety of transactions, including cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments and preparing change orders. Responds to routine inquiries regarding bank products and services for both customers and employees. These inquiries are made in person, via the telephone or by mail. Offers notary service. Performs branch opening and closing duties as scheduled and in line with security and dual control requirements. Maintains and balances daily cash drawer, other receipts daily, ATM (Automatic Teller Machine) when required, and assists in vault, TCD, and/or TCR balancing. Processes mail, night-drop, and ATM deposits. Scans and uploads documents to be forwarded or uploaded to the appropriate file or department. Wraps and bags coin, verifies currency, mixes new currency and turns-in mutilated currency. Open new accounts and cross sells bank products and services. Explains various account/product options and consults with customer to assess their needs; guides customer on product selection or refers customer to the appropriate business line. Inputs customer information and prepares required documentation to open new accounts. Reviews and explains required account documentation and obtains appropriate signatures. Performs general maintenance on customer accounts and provides customer service, including processing address changes, placing stop payments on checks, processing requests for e-statements, and closing accounts in accordance to account/product closing procedures. Performs miscellaneous duties such as filing, answering phones, maintaining supplies, etc. Other duties as required. Qualifications High School diploma or general education degree (GED), or equivalent required. Minimum one year retail customer service or banking experience required. Excellent customer service skills. Ability to perform basic mathematical calculations including addition, subtraction, multiplication, division with basic calculator skills. Excellent verbal, written and interpersonal communication skills. Excellent time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Must be self-motivated with strong initiative, high level of accountability, and attention to detail. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
    $27k-32k yearly est. Auto-Apply 60d ago

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