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Universal Banker jobs at Grandbridge Real Estate Capital - 507 jobs

  • Universal Banker - Part Time 20hrs- Midcity

    Truist Bank 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-37k yearly est. Auto-Apply 6d ago
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  • 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 16h 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 16h ago
  • 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 16h 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 18d ago
  • Universal Banker (Harlingen)

    Primelending 4.4company rating

    Harlingen, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! 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 17d ago
  • Universal Banker (Frisco Legacy)

    Primelending 4.4company rating

    Frisco, TX jobs

    Benefit highlights: 11 Paid Holidays, 15 days of PTO, 401k Matching, Health Benefits, and more! 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 clients� needs while ensuring a positive customer experience. NOTE: This position is currently based in Frisco but will be moving to a new branch location in Prosper (75078) in Q4 2026. 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 9d ago
  • Universal Banker (Round Rock)

    Primelending 4.4company rating

    Round Rock, TX jobs

    Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! 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 17d 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 15d ago
  • Bank Teller -Temporary

    Heritage Financial Corporation 4.1company rating

    Tacoma, WA jobs

    Heritage Bank currently has an exciting temporary assignment opportunity within our organization! Our Allenmore Branch, in Tacoma, WA is seeking a full-time bank teller (January 2026 to November 2026) to help customers meet their financial goals by providing exceptional customer service while handling routine financial transactions. Typical full-time schedule is approximately 40 hours; Monday - Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully on-site and the primary location assignment is Gig Harbor, WA. The Allenmore Branch is a designated travel team branch, and supports Pierce and Thurston counties and may support other counties in the region as needed. Base Salary Range: $19.50-$20.00 per hour Typical Duties: * Performs routine paying / receiving duties. * Maintains an accurate cash drawer in accordance with assigned Authority Limits. * Maintains confidentiality when handling customer requests and transactions. * Comply with all policies, procedures, security, and regulatory requirements. Skills and Qualifications: * Demonstrated ability to provide an exceptional level of customer service. * Detail-oriented with strong organizational and problem-solving skills. * Basic math skills with an understanding of debit and credit relationships and negotiable instruments. * Gains working knowledge of policies and procedures, and ensures job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Ability to gain working knowledge of bank products and services. * Ability to read, write, speak and understand English well. Excellent written and oral communication skills. * Ability to operate standard office equipment, proficient computer skills and ability to adapt to and learn new technologies quickly. Working Environment/Conditions: * Climate controlled office environment. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. * May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: * Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Ability to stand or sit for extended periods of time and duration of shift. * Ability to occasionally kneel, reach, bend, push, pull and carry. * Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage 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, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. As a temporary employee, you will be eligible to participate in a 401(k) plan with company match, accrue sick time, and will have access to the Employee Assistance Program. ##JobCategory:Retail Banking## ##Street:1722 S Union Ave## ##City:Tacoma## ##State:WA## ##ZipCode:98405## ##Internal:false##
    $19.5-20 hourly 23d ago
  • Banking Associate

    KW Property Management Careers 4.7company rating

    Miami, FL jobs

    As the banking liaison between KWPMC, the client, and financial institutions, the Banking Associate must perform the job duties with a view towards projecting a full-service product for each service provided to the client as it pertains to banking needs. Communication with all financial institutions and providing great service to the client in a friendly and helpful manner is essential. Duties and Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Complete banking tickets Ensure that all tickets, emails, and telephone calls are answered properly, courteously, accurately, and responded to in a timely manner. Create bank codes in accounting system Help in reporting financial institutions to the DBPR on an annual basis. Perform administrative duties including but not limited to: record keeping, filing, mail collection, data entry, and other essential needs as required. Special projects as instructed. Required Education and Experience Must have at least 1 years of experience working in banking. High school diploma or GED Computer Savvy Strong communication skills Proficiency in Microsoft Word and Excel Work Environment While performing the duties of this job, the employee regularly works indoors in an office setting. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 20 pounds. Position Type/Expected Hours of Work This is a full-time, non-exempt position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company. Travel Some travel will be required to attend company sponsored meetings, trainings, and property visits to obtain signed board documents, when necessary. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $65k-107k yearly est. 17d ago
  • Leasing Representative - Ruby, New York, NY

    Rose Associates 4.3company rating

    New York, NY jobs

    Rose Associates is your gateway to an exhilarating realm of real estate innovation. Our dynamic services platform spans development, management, and marketing, catering to private and institutional property owners globally. In the unparalleled market of New York City, where unique needs and challenges abound, we've solidified our position as the go-to industry leader. Established in 1925, Rose Associates boasts almost a century of New York real estate expertise, continuously expanding across the tri-state area. Join us on the forefront of innovation and growth - Rose Associates is where excitement meets opportunity! We are seeking a dynamic and customer-focused individual to join our team as a Leasing Representative for our multifamily properties. The Leasing Representative will be the first point of contact for potential residents, responsible for showcasing available units, facilitating the leasing process, and ensuring a positive experience for prospective residents. Essential Job Functions Manage all aspects of the leasing process, including conducting property tours, showcasing available units, effectively communicating the community's value, greeting clients, assessing needs, answering questions, and promptly responding to inquiries in-person, by phone, and via email, providing leasing information, scheduling appointments. Support potential residents through the application process, ensuring the gathering of necessary documents, conducting comprehensive background and credit checks according to company policies, and communicating application status and leasing decisions. Build positive relationships with prospective and current residents, along with the property management team, fostering a welcoming and professional atmosphere in the leasing office and ensuring efficient operations. Efficiently handle maintenance requests in collaboration with the on-site maintenance team, ensuring resident satisfaction, and communicate effectively with current residents regarding repairs, lease renewals, and any inquiries or concerns. Assist with completing weekly and monthly sales reports, including traffic analyses as assigned by the Leasing Manager or Community Manager. Receive deposits and rent money, recording transactions appropriately. Stay informed about local market trends and competitor offerings, providing feedback to management regarding challenges, ultimately contributing to the development and implementation of effective leasing and marketing strategies. Prepare and execute lease agreements in compliance with company policies, ensuring accurate and organized record-keeping of leasing documentation. Must be present on-site, with the ability to move throughout the building, ensuring effective communication with tenants, staff, vendors, and visitors. Ability to ascend and descend stairs and be comfortable with exposure to varying environmental climates and circumstances. Position may be required to perform duties outside their normal responsibilities as needed. Qualifications High school diploma or equivalent; bachelor's degree in business, Marketing, or a related field is a plus. A minimum of 1 year of leasing or sales experience, preferably in multifamily residential properties. Strong communication and interpersonal skills. Proficiency in navigating computers and property management software, to include Microsoft Office, iLuvLeasing, On-Site, and Yardi. Knowledge of fair housing regulations and leasing practices. Valid NYS real estate license or ability to obtain one within the first 120 days of employment. All active license holders must register their license with Rose Associates upon hire. Work authorization (required). Must be able to work weekends (Saturdays and Sundays). In addition to base compensation, significant incentive pay and full benefits packages are available. Hourly pay range: $28.85 - $31.25
    $28.9-31.3 hourly Auto-Apply 3d ago
  • Teller/Customer Service Representative

    Primelending 4.4company rating

    Frisco, TX jobs

    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. 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.
    $27k-32k yearly est. Auto-Apply 32d ago
  • 21R Teller

    The Adam Corporation Group 4.2company rating

    College Station, TX jobs

    TELLER Summary: Conducts daily credit and debit transactions in compliance with bank policies and procedures. Provides exceptional customer service to each client. Keeps proper cash supply on hand and prepares daily proof records while maintaining an acceptable difference records. Identifies potential client needs and engages in the sales process to generate sales of bank products and services, referring to the platform or other areas of the bank as appropriate. Job functions: Proactively greets clients within the banking center. Provides efficient and courteous customer service; addresses client inquiries, performs cash receipt and payment services and promotes all bank products and services. Performs all teller functions including, but not limited to; processing deposits, withdrawals, transfers and loan payments, sale of cashier's checks, money orders, traveler's checks, etc. Maintains accurate records of all transactions - prepares/processes cash receipt and payment service-related paperwork, ensuring all documentation is prepared in compliance with bank policies and procedures. Demonstrates high level of accuracy and efficiency when conducting client transactions. Ensure that an economical amount of cash is on-hand in vault and at teller stations to meet client demands. Handles additional responsibilities such as currency transactions, safe deposit, cash box, CTRs, and ATMs. Responsible for vault daily, controls cash in vault and distribute daily cash to other tellers. Understands the bank's security policies and procedures, assists in opening and closing procedures and maintaining codes, alarm function, cameras, cash controls and other opening/closing related activities. Actively promotes the bank's products and services, and identifies opportunities for cross-selling and directs clients to appropriate area of the bank. Contributes to the banking center goals with referrals, outbound calls, scheduling of appointments, etc. Performs other related duties as assigned. Position requirements: High school degree or equivalent (GED). 6 mos. Cash-handling and customer service experience. Formal training in computers, banking, or retail preferred. Key Qualifications: Knowledgeable on Bank Teller responsibilities and policies. Able to resolve most client and teller questions & problems. Consult or refer more complex issues to Assistant Banking Center Manager. Polite, courteous, and respectful to all internal and external clients. Excellent communication and customer service skills.
    $23k-29k yearly est. Auto-Apply 60d+ ago
  • Teller I

    Weststar 3.9company rating

    El Paso, TX jobs

    Full-time, must be available to work Monday through Friday. Operates a teller's window by providing prompt, efficient, and accurate customer service, representing the Bank in a courteous, professional manner, alert to customer needs and willing to cross-sell or refer the customer to the appropriate staff. Willing to cross-sell or refer the customer to the appropriate staff while providing an exceptional client experience. Must meet WestStar Bank's service and sales expectations. Essential Functions Accepts deposits: verifying cash, endorsements, and issues receipts. Answers customer inquiries and gives balances when requested. Performs check-cashing and saving bond redemption services. Sells Cashier's Checks Accepts commercial loan and installment loan payments. Accept wire transfer, stop payment, and address change requests. Processes Visa/Master Card and Discover card cash advance transactions. Responsible for maintaining a high level of accuracy and security of bank assets. Promotes/cross-sells the Bank's products and services as opportunities arise. Additional Responsibilities Is knowledgeable of and follows the opening and closing procedures at their assigned location. Is knowledgeable of and compliant with Regulation CC, Bank Secrecy Act, and the Gramm-Leach-Bliley Act. Is knowledgeable of all bank policies and security equipment relating to teller operations. Performs other duties as assigned. Required Education, Experience, Skills Ability to operate teller terminal and other standard office equipment. At least one year cash handling or customer service experience. High school diploma or equivalent. Must possess ability to communicate effectively with customers in a positive manner. Must have ability to accurately handle heavy cash flow. Successful completion of teller training and any other compliance training deemed necessary by the bank. Equipment Used Standard office equipment (computer, phone, photocopier) Coin sorter machine Teller Cash Recycler/Sorter Working Conditions/Physical Requirements Office setting. Ability to lift 50 lbs. Ability to stand throughout work shift. WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.
    $25k-31k yearly est. Auto-Apply 37d ago
  • Floating Teller/Customer Service Representative (The Woodlands)

    Primelending 4.4company rating

    The Woodlands, 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 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 18d ago
  • Bank Teller

    Heritage Financial Corporation 4.1company rating

    Oak Harbor, WA jobs

    Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Oak Harbor Branch is seeking a bank teller to help customers meet their financial goals by providing exceptional customer service, handling routine financial transactions, and actively supporting branch sales efforts. Overview: This position is Full Time; typical schedule is Monday 8:15 a.m. to 5:15 p.m. Tuesday-Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:45 a.m. to 5:45 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Oak Harbor, Washington. The Oak Harbor Branch is a designated travel team branch. Travel primarily supporting Skagit and Island counties: however, travel to other surrounding counties may be required. Base Salary Range: Level I - $19.00 - $22.88 per hour Level II - $20.00 - $24.84 per hour Depending on qualifications and experience, Bank Teller I or II may be considered. The Role at a Glance: * Builds and maintains strong relationships and provide exceptional customer service to internal and external customers. * Performs routine paying / receiving duties and maintains an accurate cash drawer in accordance with assigned Authority limits. * Promotes, explains, and refers bank products and services based on customer needs. * Maintains confidentiality when handling customer requests and transactions. * Complies with all policies, procedures, security, and regulatory requirements. * Actively participates in branch marketing and sales promotions. * Contributes to the success of the team by sharing in all branch administrative duties as required and assigned. Core Skills and Qualifications * Level I - 6 months customer service experience - required. * Level II - 1-year recent cash handling and customer service experience in a financial services industry - required. * High school diploma or equivalent * Ability to operate standard office equipment, proficient computer skills, and ability to adapt to and learn new technologies quickly. * Computer software knowledge in DNA or Fiserv, preferred. * Equivalent combination of education, experience, and training may be considered. * Gains working knowledge of, and ensures bank activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. * Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. * Detail-oriented with strong organizational and problem-solving skills. * Demonstrated ability to provide an exceptional level of customer service. * Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments. * Ability to gain working knowledge of bank products and services. * Ability to read, write, speak and understand English well. Excellent written and oral communication skills * Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: * Climate controlled office environment. * Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. * May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: * Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. * Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. * Ability to stand or sit for extended periods of time and duration of shift. * Ability to occasionally kneel, reach, bend, push, pull and carry. * Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage 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, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:450 SW Bayshore Drive# ##City:Oak Harbor## ##State:WA## ##ZipCode:98277## ##Internal:false##
    $19-22.9 hourly 6d 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 60d+ ago
  • Teller I,II,III (Part-Time) (Escondido)

    Cal Coast Credit Union 4.1company rating

    Escondido, 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 $19.0000 - $21.0516 Teller II $20.0000 - $23.1253 Teller III $21.0000-$25.9562
    $30k-37k yearly est. Auto-Apply 15d ago
  • Universal Banker - Part Time 20/hr - Bessemer

    Truist Bank 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. Auto-Apply 7d ago

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