Member Services Representative 2 - Member Contact Center
Member service representative job at Mid American Credit Union
Job DescriptionSalary: Starting at $17/hr
About Us
Credit Unions are not-for-profit organizations that exist to serve their members rather than to maximize profits. As a member-owned institution, our focus is on providing a safe place to save and borrow at reasonable rates! That is why our mission at Mid American Credit Union is to be the best choice for quality financial services, above and beyond all other alternatives.
Who Should Apply
Mid American Credit Union is looking for individuals that like to be challenged, rewarded and inspired! This job is perfect for self-motivated, quick thinkers with unmatched problem solving skills. Are you ready to be a part of a team that exceeds member expectationsevery day?
What You'll Do
At Mid American Credit Union a Member Service Representative, serves as an ambassador for the credit union with the overall purpose of providing friendly and efficient customer service to members. The primary responsibility of this position will be to ensure our member's needs are met by developing ongoing relationships with them to make their visits a memorable experience.
Do you enjoy learning new things? As a Member Service Representative you will have the opportunity for continued learning as you complete a 5-tiered training program with increased responsibilities. In addition to hourly rate, there will be an opportunity for incentive pay at conclusion of training!
Member Relations
Exhibit strong interpersonal skills while interacting with members and all co-workers to exhibit a commitment to providing above and beyond customer service.
Individual will possess good verbal and nonverbal communication skills while assisting members.
Demonstrate the ability to demonstrate critical thinking while handling complex transactions.
Focus on deepening the relationship between the credit union and the member.
Demonstrate an understanding of products and willingness to educate our member about them.
Meet the members needs and make them a priority.
Maintain a positive attitude and engages members when they interact with them.
Member Resolution
Individual will excel in listening to the members needs while finding solutions that best help meet the members needs.
Demonstrates the ability to problem solve in a timely manner while following guidelines set by the credit union.
Individual will use all training provided to ensure members needs are fully met while being committed to first contact resolution.
Operations
Follow all policies and procedures set by the credit union when assisting members.
Understand cash and check handling responsibilities and procedures. Upon completion of training, individual will be able to explain all documentation in relation to account ownership to include trust and business accounts to members.
Ability to multi task while maintaining a high level of efficiency.
Cultural Responsibilities
Be committed to being part of the Mid American team! Show commitment to learning and growth. Consistently demonstrate a positive attitude and strong people skills during interactions with co-workers and members. Be able to work individually as well as with a team. Embrace change and be able to think of new ideas to assist our members. Demonstrate financial responsibility and professionalism.
What You Need to Get the Job Done
Education - High School Diploma or GED required
Experience - Six months to two years of similar or related experience, including time spent in preparatory positions. Need to have proficient knowledge of Windows and Microsoft Outlook software (Outlook, Word and Excel).
Customer service experience including the ability to effectively perform the skills necessary to deliver exceptional service, such as communication, empathy, patience and organization.
What You'll Love About Us
A Company that Cares.We are more than a financial institution; we give back to our community. We teach financial literacy and donate and support local organizations.
Work that Stays at Work.Genuine work/life balance served here!
Rest and Relaxation.Paid vacation time, personal leave and paid holidays!
Health Benefits.Medical with HSA and FSA options, dental, and vision.
Prepare for the Future.401(k) with a generous company match.
Invest in YOU. Tuition Reimbursement Program.
An Equal Opportunity Employer
Mid American Credit Union is an Equal Opportunity Employer whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law.
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.
This Company Participates in E-Verify
The Right to Work
Este Empleador Participa en E-Verify
El Derecho a Trabajar
Financial Services Representative - Overland Park, KS
Overland Park, KS jobs
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
* Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
* Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
* Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
* You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role.
* You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
* You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
* You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day.
The expertise we're looking for…
* High energy and enthusiasm with a natural passion for helping people
* Flexibility and self-motivation
* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
* Eagerness to learn and build a career in financial services
* Ability to deliver an outstanding customer experience
* Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
* Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Customer Representative (Float Position)
Hutchinson, KS jobs
Expectations of a Retail Banking Floater are to demonstrate an understanding of and a commitment to our mission, core values, and quality standards. To show a disciplined work ethic and the ability to provide exceptional customer experiences to our customers, co-workers and the communities we serve. They will exhibit the attitude and aptitude to engage in the continuous development of self and others.
Primary Responsibilities and Duties:
(The essential duties and responsibilities listed below represent the job requirements but are not meant to be all-inclusive or prevent other duties from being assigned as necessary).
Continually meet customer and prospect needs by promoting bank products and services and making referrals.
Actively participate in the consultative & assumptive selling process within the bank, utilizing provided resources and other various tools and reports.
Build and maintain excellent customer relationships in various locations, on the phone, and by attending various events, as appropriate.
Actively participate in training, staff meetings, and other motivational activities.
Establish good relationships with other departments by ensuring efficient and effective referrals to the appropriate department.
Takes initiative to learn all First National Bank products, services, and lines of business and demonstrates the ability to identify opportunities to cross-sell new and existing services.
Consistently meet & exceed established career achievement & referral goals as set by you & your management team.
Project a positive image of the bank and exhibit professionalism and confidentiality at all times.
Follow banking regulations, guidelines & policies by protecting confidential information of our internal & external customers.
Demonstrate exceptional judgment and ability to foresee problems and excellent performance in new and stressful situations.
Maintain a strong understanding of duties, is highly motivated, completes established goals, takes responsibility for additional projects, produces more work than required, and does not require assistance prioritizing.
Perform a variety of financial center duties including, but not limited to, front-line services, e-Banking services, open accounts and accept consumer loan applications.
Perform responsibilities tasked by the Retail Administration Team.
Position Requirements:
High School Diploma or GED.
Previous customer service experience required.
Cash handling experience required.
Ability to work well in a team environment.
Strong oral and written communication skills.
Travel as far as 45 miles in each direction.
Auto-ApplyPART-TIME--Customer Representative-Retail Banking
Hutchinson, KS jobs
Title: Customer Representative
Department: Retail Banking
Reports to: Financial Center Manager
Customer Representatives are expected to demonstrate an understanding of and a commitment to our core
values, the attitude and aptitude to engage in continuous development, the discipline and work ethic to achieve
consistent excellence, and the ability to provide exceptional customer experiences to our customers and the
communities we serve.
Primary Responsibilities and Duties :
(The essential duties and responsibilities listed above are representative of the job requirements but, are not meant to be
all-inclusive or prevent other duties from being assigned as necessary)
Continually promote company products and services to customers and prospects for expanded business and referrals, to assist in the continuing growth of The First.
Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction in the branch, on the phone, and attending various customer visits and community events.
Actively participate in regular sales and office staff meetings, and other motivational activities.
Actively participate in the proactive selling process within the bank, utilizing the marketing resources and other various tools and reports.
Establish good relationships with other departments to ensure these goals are met.
Consistently meet or exceed established referral goals as set by management.
Meets customer service standards when working with customers on the phone or in person.
Handles all deposit and loan transactions in accordance with bank policy. Follows security procedures according to bank guidelines.
Balance cash drawer within the limits of the cash difference policy.
Complies with all federal, state and bank regulations/laws as appropriate for the job function.
May perform a variety of other branch and clerical duties such as balancing and servicing the Vault.
Position Requirements:
High School Diploma or GED
Previous customer service experience preferred
Cash handling experience preferred
Ability to work well in a team environment
Auto-ApplyPART-TIME--Customer Representative-Retail Banking
Hutchinson, KS jobs
Title: Customer Representative
Department: Retail Banking
Reports to: Financial Center Manager
Customer Representatives are expected to demonstrate an understanding of and a commitment to our core
values, the attitude and aptitude to engage in continuous development, the discipline and work ethic to achieve
consistent excellence, and the ability to provide exceptional customer experiences to our customers and the
communities we serve.
Primary Responsibilities and Duties:
(The essential duties and responsibilities listed above are representative of the job requirements but, are not meant to be
all-inclusive or prevent other duties from being assigned as necessary)
Continually promote company products and services to customers and prospects for expanded business and referrals, to assist in the continuing growth of The First.
Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction in the branch, on the phone, and attending various customer visits and community events.
Actively participate in regular sales and office staff meetings, and other motivational activities.
Actively participate in the proactive selling process within the bank, utilizing the marketing resources and other various tools and reports.
Establish good relationships with other departments to ensure these goals are met.
Consistently meet or exceed established referral goals as set by management.
Meets customer service standards when working with customers on the phone or in person.
Handles all deposit and loan transactions in accordance with bank policy. Follows security procedures according to bank guidelines.
Balance cash drawer within the limits of the cash difference policy.
Complies with all federal, state and bank regulations/laws as appropriate for the job function.
May perform a variety of other branch and clerical duties such as balancing and servicing the Vault.
Position Requirements:
High School Diploma or GED
Previous customer service experience preferred
Cash handling experience preferred
Ability to work well in a team environment
Customer Representative (Float Position)
Hutchinson, KS jobs
Job DescriptionSummary:
Expectations of a Retail Banking Floater are to demonstrate an understanding of and a commitment to our mission, core values, and quality standards. To show a disciplined work ethic and the ability to provide exceptional customer experiences to our customers, co-workers and the communities we serve. They will exhibit the attitude and aptitude to engage in the continuous development of self and others.
Primary Responsibilities and Duties:
(The essential duties and responsibilities listed below represent the job requirements but are not meant to be all-inclusive or prevent other duties from being assigned as necessary).
Continually meet customer and prospect needs by promoting bank products and services and making referrals.
Actively participate in the consultative & assumptive selling process within the bank, utilizing provided resources and other various tools and reports.
Build and maintain excellent customer relationships in various locations, on the phone, and by attending various events, as appropriate.
Actively participate in training, staff meetings, and other motivational activities.
Establish good relationships with other departments by ensuring efficient and effective referrals to the appropriate department.
Takes initiative to learn all First National Bank products, services, and lines of business and demonstrates the ability to identify opportunities to cross-sell new and existing services.
Consistently meet & exceed established career achievement & referral goals as set by you & your management team.
Project a positive image of the bank and exhibit professionalism and confidentiality at all times.
Follow banking regulations, guidelines & policies by protecting confidential information of our internal & external customers.
Demonstrate exceptional judgment and ability to foresee problems and excellent performance in new and stressful situations.
Maintain a strong understanding of duties, is highly motivated, completes established goals, takes responsibility for additional projects, produces more work than required, and does not require assistance prioritizing.
Perform a variety of financial center duties including, but not limited to, front-line services, e-Banking services, open accounts and accept consumer loan applications.
Perform responsibilities tasked by the Retail Administration Team.
Position Requirements:
High School Diploma or GED.
Previous customer service experience required.
Cash handling experience required.
Ability to work well in a team environment.
Strong oral and written communication skills.
Travel as far as 45 miles in each direction.
Loan Servicing Rep
Leavenworth, KS jobs
Job Description
The Loan Servicing Representative provides critical post-closing support for consumer, commercial, and real estate loans. This role ensures the accurate maintenance of loan records, timely processing of payments, and responsive service to customers and internal departments.
Key Responsibilities:
Initiate new loans, maintaining accurate loan account records, responding to internal and external inquiries regarding loan balances, payment histories, and payoff requests. As well as assisting with loan payoffs, lien releases, collateral tracking, and UCC filings.
Qualifications:
High school diploma or GED required. Strong attention to detail and organizational skills, excellent communication and customer service skills, proficiency in Microsoft Office Suite (Excel, Word, Outlook), ability to handle confidential information with discretion. Why join us - competitive salary and benefits package, supportive, team-oriented environment, and be part of a local institution with strong community ties.
Member Specialist
Olathe, KS jobs
Company Expectations
In the performance of their respective responsibilities, all employees are expected to perform the following:
Predictable and reliable attendance as required to successfully perform the duties of the position.
Interact professionally with all employees, members and general public.
Ability to perform job expectations in an accurate and efficient manner.
Complete required new hire, on-the-job and additional training as indicated by management and company policy.
Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.
Position Overview:
A successful Member Specialist is patient, friendly, and possesses excellent interpersonal skills, with a passion for serving members. This position is dedicated to empowering and equipping members with the tools they need for financial success. These individuals maintain a positive, composed demeanor and thrive under pressure. Serving as the first point of contact, they play a vital role in shaping the member's experience and building trust-based relationships with the credit union. Member Specialists are responsible for delivering outstanding service by listening to members' needs, processing accurate transactions, completing account maintenance meticulously, and seamlessly transferring members to the appropriate team members when necessary. The Member Specialist also makes referrals for products and services that align with members' specific needs. Promoting credit union products and services in response to members' situations is a key aspect of the role. This position is able to earn monthly incentive based on performance metrics.
Key Responsibilities:
Interact with members utilizing the credit union service standards: greet members in-person to respond to their needs and concern(s). Deliver high-quality member service, listening to members' requests and working to find the appropriate solution. Providing a soft-hand-off to the appropriate person or department as necessary.
Process and verify transactions, including deposits, withdrawals, purchases, transfers, and payments.
Responsible for managing and balancing a cash drawer in accordance with established cash handling and balancing procedures.
Establish strong relationships with members by proactively asking questions and taking a needs-based approach when recommending credit union products and services. Identify opportunities to support members' financial needs during transaction processing and make appropriate suggestions or referrals based on Mainstreet Credit Union's offerings.
Perform Membership account maintenance on accounts (Instant Issue debit cards, wires, stop payments, etc.)
Maintain an up-to-date and comprehensive knowledge of credit union products and services that are handled by this position.
Keep a current and foundational understanding of all credit union products and services to ensure accurate referrals and seamless hand-offs
Promote and uphold a positive image of Mainstreet Credit Union to both current and prospective members, as well as the community.
Maintain a solid understanding of relevant state and federal laws and regulations related to credit union compliance, including the Bank Secrecy Act, anti-money laundering, and elder financial abuse laws applicable to the role.
Ensure that established individual minimum performance standards (MAPS) and branch goals are actively pursued and consistently met or exceeded.
Must have the flexibility to work during the necessary business hours. This includes opening and closing the branch and assisting other staff in completion of daily activities, as needed.
Must be available and willing to travel to such locations and with such frequency as determined necessary or desirable to meet the business needs of the credit union.
Perform other duties as assigned by supervisor or manager.
Required Qualifications
High school diploma or general education degree (GED).
One month to twelve months prior experience working in retail or financial environment to include cash handling preferred
Capable of providing exceptional service while building rapport with members and prospective members.
Excellent communication skills allowing for positive interactions with members.
Ability to confidently make recommendations and referrals for credit union products and services, ensuring members receive the most relevant solutions to meet their financial needs.
Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily.
Ability to handle cash with speed and accuracy.
Exhibit enthusiasm and professionalism along with a high level of ownership and accountability.
Understanding and use of good judgment.
Relevant computer skills and ability to acclimate to required systems with speed and accuracy.
Physical Requirements
Regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Frequently required to walk and stand. Occasionally required to stoop, kneel, crouch, or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Does require occasional lifting, up to 50 pounds
Member Connection Specialist
Hutchinson, KS jobs
Job Description
Heartland Credit Union is seeking a friendly, service-driven Member Connection Specialist to be the first point of contact for our members and create a welcoming lobby experience. This role is key in connecting members with the right products, services, or team members-whether it's assisting with day-to-day needs or introducing them to a loan officer. If you're passionate about providing exceptional service, enjoy building relationships, and thrive in a fast-paced, team-oriented environment, we'd love to meet you!
ABOUT HEARTLAND
Heartland Credit Union is not-for-profit financial institution that has provided exceptional member service for over 75 years by delivering solutions, earning trust, and building relationships! As we continue to grow, we need great talent like you to be a part of our team and culture. HCU locations in Kansas include Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to *************
WORK DETAILS
Location: Our downtown branch, 129 West Avenue A in Hutchinson, KS.
Hours: between 7:45am-5:45pm Monday through Thursday, 7:45am-6:15pm Friday and 8:45am-12:15pm on rotating Saturdays.
Must be available to work 36-40 hours per week.
No evenings or Sundays!
RESPONSIBILITIES
Greets members entering the branch, directs them to the correct staff member for assistance and provides assistance with ATM usage, online and mobile account enrollment and usage and other branch services.
Serves walk-in members with various account inquiries.
Assists members to and in the Member Connection Suite.
Connects members with appropriate HCU team member/department through our video software.
Liaison between member using video software and consumer lending staff for document scanning, notary, card delivery, and other related.
Reset video connections suites after each member interaction.
Receives and processes changes of name, addresses, and other account information as needed.
Performs teller functions, including but not limited to, receiving cash, disbursing cash, adding new shares, closing shares, if applicable.
Works with members to help answer questions and resolve any account related issues or needs.
Maintains privacy of member account information.
Presents and explains HCU services and products to members and assists in meeting their financial needs.
Participate in HCU community events.
Maintains a working knowledge of HCU products and services.
Ensures members are informed of HCU services and policies. Refers members to appropriate departments.
Ensures HCU's quality reputation is maintained and projected.
Attends meetings and trainings as required.
Providing members personalized, exceptional member experience, with each interaction.
Actively contributes to positive, professional working environment.
Performs all related duties and special projects as assigned.
SKILLS
Excellent communication skills.
Accurate and attentive to detail.
Good math skills.
Well organized.
Willingness to assist others.
Abilities generally acquired on the job within six months.
Strong referral skills.
Ability to understand and interpret policies and procedures.
Proficient in MS Office including Word, Excel and Outlook.
Able to operate related computer applications and PC.
Professional appearance.
Flexible and open to change.
REQUIREMENTS
High school graduate or equivalent.
Previous customer service and cash handling experience preferred.
Accurate and attentive detail.
Excellent communication skills.
Ability to move 30 lbs. occasionally and/or up to 10 lbs. frequently.
Stationary for extended periods of time.
EOE:
race, color, religion, sex, national origin, disability, protected veterans.
For immediate consideration:
To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to ************* then find "Careers." You must create an account to apply and upload a resume. All inquiries are completely confidential.
Job Posted by ApplicantPro
Bilingual Financial Services Representative
Olathe, KS jobs
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Bilingual Financial Services Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
Qualifications:
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
* Bilingual in Spanish is Preferred
Supervisory Responsibilities:
* None
Education and/or Experience:
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
Computer and Software Skills:
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
Certificates, Licenses, and Registrations:
* Notary License as needed by the branch
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
Auto-ApplyMember Specialist
Mission, KS jobs
Company Expectations
In the performance of their respective responsibilities, all employees are expected to perform the following:
Predictable and reliable attendance as required to successfully perform the duties of the position.
Interact professionally with all employees, members and general public.
Ability to perform job expectations in an accurate and efficient manner.
Complete required new hire, on-the-job and additional training as indicated by management and company policy.
Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.
Position Overview:
A successful Member Specialist is patient, friendly, and possesses excellent interpersonal skills, with a passion for serving members. This position is dedicated to empowering and equipping members with the tools they need for financial success. These individuals maintain a positive, composed demeanor and thrive under pressure. Serving as the first point of contact, they play a vital role in shaping the member's experience and building trust-based relationships with the credit union. Member Specialists are responsible for delivering outstanding service by listening to members' needs, processing accurate transactions, completing account maintenance meticulously, and seamlessly transferring members to the appropriate team members when necessary. The Member Specialist also makes referrals for products and services that align with members' specific needs. Promoting credit union products and services in response to members' situations is a key aspect of the role. This position is able to earn monthly incentive based on performance metrics.
Key Responsibilities:
Interact with members utilizing the credit union service standards: greet members in-person to respond to their needs and concern(s). Deliver high-quality member service, listening to members' requests and working to find the appropriate solution. Providing a soft-hand-off to the appropriate person or department as necessary.
Process and verify transactions, including deposits, withdrawals, purchases, transfers, and payments.
Responsible for managing and balancing a cash drawer in accordance with established cash handling and balancing procedures.
Establish strong relationships with members by proactively asking questions and taking a needs-based approach when recommending credit union products and services. Identify opportunities to support members' financial needs during transaction processing and make appropriate suggestions or referrals based on Mainstreet Credit Union's offerings.
Perform Membership account maintenance on accounts (Instant Issue debit cards, wires, stop payments, etc.)
Maintain an up-to-date and comprehensive knowledge of credit union products and services that are handled by this position.
Keep a current and foundational understanding of all credit union products and services to ensure accurate referrals and seamless hand-offs
Promote and uphold a positive image of Mainstreet Credit Union to both current and prospective members, as well as the community.
Maintain a solid understanding of relevant state and federal laws and regulations related to credit union compliance, including the Bank Secrecy Act, anti-money laundering, and elder financial abuse laws applicable to the role.
Ensure that established individual minimum performance standards (MAPS) and branch goals are actively pursued and consistently met or exceeded.
Must have the flexibility to work during the necessary business hours. This includes opening and closing the branch and assisting other staff in completion of daily activities, as needed.
Must be available and willing to travel to such locations and with such frequency as determined necessary or desirable to meet the business needs of the credit union.
Perform other duties as assigned by supervisor or manager.
Required Qualifications
High school diploma or general education degree (GED).
One month to twelve months prior experience working in retail or financial environment to include cash handling preferred
Capable of providing exceptional service while building rapport with members and prospective members.
Excellent communication skills allowing for positive interactions with members.
Ability to confidently make recommendations and referrals for credit union products and services, ensuring members receive the most relevant solutions to meet their financial needs.
Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily.
Ability to handle cash with speed and accuracy.
Exhibit enthusiasm and professionalism along with a high level of ownership and accountability.
Understanding and use of good judgment.
Relevant computer skills and ability to acclimate to required systems with speed and accuracy.
Physical Requirements
Regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Frequently required to walk and stand. Occasionally required to stoop, kneel, crouch, or crawl.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Does require occasional lifting, up to 50 pounds
Customer Experience Representative I
Topeka, KS jobs
Pay: $16.50 per hour Job Type: Full-Time Do you perform well under pressure and love interacting with customers over the phone? Join our team as a Customer Experience Representative and be a vital part of our commitment to delivering top-notch customer experiences.
We are seeking people who will go above and beyond to meet our customer's needs.
As a Customer Experience Representative, you will receive incoming calls and assist customers by providing product/service information and resolving any emerging problems that our customer accounts might face accurately and efficiently.
Qualities for a Customer Experience Representative:
* People-First Mindset
* Patient
* Effective Problem-Solving Skills
* Ability to Work Under Stress
* Effective Listening Skills
You will receive:
* Benefits are available on your first day to anyone working 20 hours or more per week!
* Opportunities for career growth.
What you will bring:
* High school education or equivalent
* A minimum of one to three years of similar or related experience.
In 2024, Newsweek selected Capitol Federal as one of the best places to work in America!
To learn more or apply go to *******************************************
CapFed is an equal opportunity employer.
Auto-ApplyFinancial Service Representative
Kansas City, KS jobs
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Service Representative
Job Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
Qualifications:
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities:
* None
Education and/or Experience:
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
Computer and Software Skills:
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
Certificates, Licenses, and Registrations:
* Notary License as needed by the branch
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
Auto-ApplyFinancial Services Representative
Overland Park, KS jobs
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:
Financial Services Representative
Job Description:
This position is contingent on the closing of the acquisition of branches from First Interstate Bank.
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
Qualifications:
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities:
* None
Education and/or Experience:
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
Computer and Software Skills:
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
Certificates, Licenses, and Registrations:
* Notary License as needed by the branch
Schedule:
Monday - Friday 9:00 AM - 5:00 PM CST
Location:
8001 Metcalf Ave. Suite 100
Overland Park, KS 66204
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
Auto-ApplyDeposit Services Specialist
Wichita, KS jobs
Deposit Services Specialist Department: Deposit Operations Status: FT / Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! Make a difference where it counts by joining the Equity Bank team. We're looking for the next generation of deposit services specialists, those with a passion for people and creating a positive work environment in every interaction. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
We'll help you
* Build a successful career at a continuously growing organization that provides best of class products and services to our customers.
* Grow in your current role through one-on-one coaching from your supervisor who is invested in your success.
* Learn banking operations and processes. Understand the products and services Equity Bank provides and how you can contribute to the accuracy of the account opening process.
* Grow your network by cultivating relationships with your teammates and other departments within Equity Bank.
* Continuously learn and advance your career goals through intentional career paths to the next best role.
Specific responsibilities include
* Conduct internal reviews on consumer and business deposit accounts for correct coding, documentation, and compliance.
* Document exceptions and work with bank locations on clearing exceptions in a timely manner.
* Perform account maintenance requests from customers and our bank locations.
* Provide support to bank locations with deposit account related questions.
* Deliver excellent customer service.
* Responsible for following all aspects of Bank Policy's including but not limited to, Equity Bank Business Ethic and Conduct policy, and Bank Secrecy Act, and completing all required Compliance Course work.
As a Deposit Services Specialist, you can look forward to
* Ongoing professional development to deepen your skills
* Access to explore opportunities for career growth
* Competitive employee benefits
You are a person who (required skills)
* Displays passion, commitment and drive to deliver a positive work environment.
* Communicates effectively and confidently.
* Works will with others and collaborates productively to get things done.
* Can manage complexity, prioritize tasks and execute in a fast-paced environment.
* Has the ability to learn and adapt to new information and technology platforms.
* Is thorough and provides careful attention to detail.
* Will follow established processes and guidelines in daily activities to do what is right for the customers and the bank, adhering to all applicable laws and regulations.
* Is proficient in basic computer skills.
We are a culture that
* Provides exciting opportunities to challenge you, expand your skills, and reward your contributions.
* Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
* Is committed to advancing our tools, technology, and ways of working.
* Is dedicated to supporting our communities.
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
* Health, Dental & Vision Insurance
* Group Life & Long-Term Disability Insurance
* Flexible Spending & Health Savings Accounts
* Group Cancer Insurance
* 401(K) Retirement Plan w/ Company Match
* Generous Vacation & Sick Time
* Employee Stock Purchase Plan (ESPP)
* Pet Insurance
* Retail Banking Benefits
Find your future at Equity Bank!
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race or skin color, national origin or ethnicity, religious beliefs, age, sex, physical or mental ability.
Electronic Services Specialist
Topeka, KS jobs
What this role looks like:
Responsible for providing excellent service and support to both members and team Envista while complying with company policies and government regulations. Responsible for the issuance, monitoring, and maintenance of access devices, i.e. cards, online banking, etc. Responsible for handling account holders inquires and adjustments related to the movement of account holder funds by check, debit cards, credit cards, online banking, mobile deposit, etc. Must have strong problem-solving skills, excellent written and verbal communication, answer questions, troubleshoot, and handle escalated member inquiries. Responsible for processing disputed transactions, working with account holders, networks, and merchants to recover funds in compliance with government regulation and company policy. Responsible for monitoring activity and take appropriate action on fraud related activity as it pertains to electronic services. Successful candidates will share Envista's Core Values of Integrity, Empower, Unity, Impact, and Exceed.
What you'll do:
Issue, monitor, and maintain access devices and systems
Provide support to resolve account holder inquires/ resolve issues.
Review and process adjustments for disputed transactions
Monitor transaction activity for fraud, taking appropriate action as needed.
Performs other job related duties required or assigned.
Education & Experience:
One year to three years of similar or related experience.
A high school education or GED
Prior financial institution experience preferred, but not required
Our benefits:
Competitive Compensation
Performance Incentives
Community Involvement
Career Advancement
Educational Opportunities
Health & Wellness Benefit
Paid Time Off
Health & Dental Insurance
Life & Disability Insurance
401(k) Plan with company match
Vision Insurance
Voluntary Life Insurance
Auto-ApplyUniversal Banking Rep I
Leavenworth, KS jobs
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
**Principal Accountabilities** **:**
+ Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
+ Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
+ Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
+ Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
+ Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
+ Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
+ Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
+ Maintain a personally professional and presentable appearance in all internal and external client interactions.
+ Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
+ The ability to adhere to specific quality standards, codes of conduct and professionalism.
+ Be fully proficient in video teller and online banking tasks.
+ Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
+ Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
+ Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
+ Perform administrative tasks as assigned.
+ Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
+ The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
+ Maintain customer confidentiality.
+ Ad hoc duties as assigned
+ Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
**Minimum Qualifications**
+ High school diploma or GED
+ 1 year Customer Service, Retail or equivalent experience
+ Familiarity with banking products and services
+ Strong attention to detail and ability to complete work accurately.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to communicate effectively in person, on-screen, over the phone and in writing.
+ Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions.
+ Ability to solve problems while working directly with external and / or internal customers.
+ Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems.
+ Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc
**Physical Requirements:**
The work environment is typical of a standard office setting. Sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, walking and standing are required only occasionally. Talking; expressing or exchanging ideas by means of the spoken word. Activities must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly. Hearing; perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in recommending other products and services. The agent must be focused on the delivering of exceptional customer service during each customer interaction.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Universal Banking Rep I
Leavenworth, KS jobs
The Universal Banking Representative I will engage with clients in a blended contact center environment consisting of interactive video, web chat, secure mail and online banking interactions. Client interactions will be handled through direct video, phone, email, live chat and other electronic forms of communication. The agent will toggle between video teller and online banking interactions. The agent will work as part of a team under the direction of the center manager and assigned team leads. The agent will be responsible for supporting department objectives through direct client interactions, adhering to quality standards, and performing light administrative tasks.
A successful agent will be a client focused team player who is comfortable interacting with clients through video and other forms of client-facing technology such as email and live chat in order to complete banking transactions provide client service, support and recommending other products and services. The agent must be focused on the delivering of exceptional client service during each client interaction.
Full‐time associates are eligible for our benefit package that includes: medical, dental, and vision insurance; 401(k) plan; Company paid life insurance, short and long term disability insurance; Company paid vacation, sick leave, holidays, and more! Position will remain open until a qualified applicant is hired.
Principal Accountabilities:
Delivers Fast, Easy, and Personal client service consistent with company's standards with each client and associate interaction.
Work as part of a team of client-facing associates who exhibit a strong professional and client-focused orientation in all client interactions.
Provide front-line cient support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels.
Receive, process, and fulfill client requests and product applications submitted through web forms, via email, fax, electronic support forms, and account applications, for all institutions. Representatives will work requests submitted through the web sites, outbound sales, and from the client care center.
Process client support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts.
Perform all tasks necessary to process secured credit card collateral accounts and refer applications to the credit department for further processing.
Maintain a personally professional and presentable appearance in all internal and external client interactions.
Ethically conducts operational tasks related to protecting client and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates.
The ability to adhere to specific quality standards, codes of conduct and professionalism.
Be fully proficient in video teller and online banking tasks.
Engage with clients in a professional and friendly manner while providing a positive brand experience during each client interaction.
Process bank transactions including check cashing, withdrawals, account inquires and other transactions and inquiries in accordance with bank policies and procedures.
Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee handbook policies; and Operations, Audit, and Security policies through regular and thorough training.
Assist with troubleshooting and issue resolution tasks associated with Interactive Teller Machines and liaise appropriately with center management, branch, operations, and IT staff in problem identification and resolution.
Perform administrative tasks as assigned.
Work with individuals in other departments (retail branches, client care, online banking, and client relations) to address Universal Teller Center customer service issues and escalations.
The agent must be able to work a schedule commensurate with Retail Branch and Interactive Teller Machine hours of operation which may include evening and weekend shift assignments
Maintain customer confidentiality.
Ad hoc duties as assigned
Regular attendance is required, working at the worksite during regular business hours and/or assigned hours.
Financial Services Representative
Colby, KS jobs
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative 📍 Colby, KS Branch 💼 Full-Time
💡 Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!
Customer Service Representative
Lawrence, KS jobs
Do you enjoy helping customers achieve their financial goals? Capitol Federal is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you'll be the friendly face that welcomes customers, helps them with their everyday banking needs, and guides them into exciting new financial adventures.
What You'll Do:
* Help customers open checking, savings, and other accounts that fit their goals.
* Originate, process and close a variety of consumer loans.
* Process deposits, withdrawals, and other transactions with accuracy and efficiency.
* Answer questions, resolve issues, and make every interaction feel personal.
* Collaborate with teammates to deliver world-class customer service.
What You Bring:
* 1-3 years of new accounts experience; consumer lending is preferred.
* Strong attention to details and accuracy.
* Exceptional customer service skills with the ability to build lasting relationships.
* A team-oriented mindset and commitment to shared success.
Join a team that values performance, customer relationships, and career growth. Let's grow together!
To learn more or apply go to *******************************************
CapFed is an equal opportunity employer.
Auto-Apply