Member Service Representative jobs at Mid American Credit Union - 105 jobs
Member Service Representative 2 - West Wichita
Mid American Credit Union 3.5
Member service representative job at Mid American Credit Union
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 expectations every day?
What You'll Do
At Mid American Credit Union a MemberServiceRepresentative, serves as an ambassador for the credit union with the overall purpose of providing friendly and efficient customer service to members who still enjoy face-to-face interaction. 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 MemberServiceRepresentative 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 member's 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 member‘s 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.
Upon completion of training, this individual will be responsible for loans from the initial application, to processing and funding the loan.
Ability to multi task while maintaining a high level of efficiency.
Cultural Responsibilities
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 to 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 Employers 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 who 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
$26k-30k yearly est. 11d ago
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Customer Support Representative
American AG Credit 4.4
Hutchinson, KS jobs
Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.
Benefits offered by American AgCredit:
* Commitment to agriculture and the communities we serve
* Family friendly work environment
* Investment in employee development
* Medical, Dental and Vision coverage
* Outstanding 401k - automatic 3% employer contribution, plus match up to 6%
* Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
* Competitive Incentive Compensation Plan
* Disability & Life Insurance
* Employee mental, physical, and financial wellness programs
* The position is bonus eligible based on association and personal performance
Position will be posted until filled.
BASIC FUNCTION:
The Customer Support Representative supports the core of the Association's customer service operations, responsible for providing outstanding customer service through all channels of customer engagement including phone, in-person and written correspondence. The Customer Support Representative is the primary contact for support and assistance within American AgCredit's digital customer solutions and money movement products and services. Every customer interaction provides an opportunity to further the Association's mission by making it easy for customers to do business with us. As part of the Customer Support team, the Customer Support Representative is proactive and professional with a focus on solving customer issues, listening for and suggesting tools and services that will further engage the customer.
ESSENTIAL DUTIES:
The essential functions include but are not limited to the following:
* Demonstrate exceptional customer service by serving as a conduit for customer inquiries and acting as the primary contact through interactions via multiple channels including phone, in-person, email, secure messaging, chat, etc.
* Process incoming and outgoing mail, maintain office supplies and marketing materials, assist with maintenance of facilities, serve as a vendor liaison and assist with safety and wellness event coordination (if assigned to a specific location).
* Ensure every interaction is a positive one by actively listening and appropriately responding to inquiries related to digital banking and treasury management solutions, payments and disbursements support and proactively connecting customers with other functional areas when appropriate.
* Process requests for disbursement of loan funds, payments, and daily balancing.
* Provide end-user support for maintenance and monitoring related to digital customer solutions and other money movement products and services. Ensure seamless establishment of assigned products and provide excellent ongoing support.
* Assist with products and services onboarding by coordinating with the customer and any applicable service providers or internal teams.
* Adhere to Association policies and procedures with an emphasis on the compliance and fraud detection functions. Recognize noncompliance with policies and procedures and elevate to senior operations staff for resolution.
* Respond independently to requests for information and assistance; exercise independent judgment and provide excellent customer service. Monitor and maintain case management cases for customer interactions. Escalate customer issues as appropriate and necessary for timely resolution.
* Triage of customer support needs for resolutions through collaboration with other departments. Provide customer and association follow up as needed to ensure positive outcome.
* Ensure daily workflow assignments are completed. As directed by supervisor, provide backup on-site assistance if needed.
* Participate in special projects and perform other functions as assigned.
LEVELS OF SUPERVISION EXERCISED AND RECEIVED:
Exercises no supervision; regularly provides technical guidance and training; makes some independent decisions; works under general direction and general supervision of Customer Support Manager.
TYPICAL KNOWLEDGE AND EXPERIENCE:
* Education: High school diploma, plus at least two years of post-high school education or equivalent
* Experience: 2-3 years experience performing similar functions, call center experience is a plus
* Licensure/Certification: Notary Public Commission or completion of requirements within six months of hire
* Outstanding problem solving and analytical abilities, demonstrated ability to advocate for client needs
* Demonstrated ability to generate highly accurate work and make independent decisions
* Knowledge of accounting, electronic banking, and lending operations procedures
* Must be proficient in organizing and prioritizing work to meet deadlines
* Exceptional written and verbal communication skills
* Exceptional persuasive and interpersonal skills, including exceptional customer service skills
* Proficient in the use of PC, including e-mail, word processing and electronic spreadsheet software
ESSENTIAL REQUIREMENTS:
Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period of time. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and may require occasional weekend and/or evening work. Travel required in performance of job.
FULL-TIME ONSITE: These roles and job functions require employees to work onsite at one of our offices to continue to provide exceptional customer service and support our business goals.
PAY RANGE:
Minimum $52,000.00 - Max $60,648.80 Annual
This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
* Reflected is the national base pay range and title offered for this job at the current level.
* Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location.
* Salary offered, within the applicable range, is one component of the total rewards package offered to candidates.
All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants.
American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above.
If you need assistance or an accommodation due to a disability, you may contact us at ***************.
$52k-60.6k yearly Auto-Apply 14d ago
Customer Representative (Float Position)
First National Bank of Hutchinson 3.7
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.
$50k-58k yearly est. Auto-Apply 60d+ ago
Customer Representative-Retail Banking
First National Bank of Hutchinson 3.7
Hutchinson, KS jobs
Description
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
Full time position, every other Saturday morning.
$50k-58k yearly est. Auto-Apply 9d ago
Loan Servicing Representative
Corefirst Bank & Trust 4.3
Topeka, KS jobs
Classification: Full-Time, Non-Exempt
Hours:
Monday through Friday, 8:00 am to 5:00 pm, other hours and days as needed
Role:
Performs a variety of duties related to the servicing and administration of loans.
Apply:
*****************************
Requirements
Essential Functions & Responsibilities:
Review daily exception reports
Process Paid Files
Perform maintenance on both consumer and commercial loans
Calculate and process payoffs
Post transactions to loans and general ledger accounts
Service participation loans
SBA reporting
Credit Bureau maintenance
File NSI/UCC's
Answer phones to assist both internal and external customers
Send correspondence as needed
Fund all loan transaction types for processing departments onto the bank's core system
Balance GL accounts for loans
File lien documents with the appropriate state and county
Track titles and collateral documentation for lien perfection
Understanding of loan collateral and perfection requirements
Additional Responsibilities:
Servicing of Real Estate Loans that will include the following:
Investor reporting and servicing
Escrow analysis/Paying real estate taxes and property insurance
PMI reporting
Monitoring and processing insurance claims
Please note this 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.
Experience:
One year of banking and/or lending experience required
Previous loan servicing experience desired
Education:
High school diploma or equivalent
Skills & Abilities:
Work involves communicating with immediate colleagues, other bank employees, customers, and vendors primarily for purposes of giving or obtaining information. Work requires courtesy and friendliness in providing assistance and exchanging factual information. Ability to relate and empathize with people.
Competencies:
Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability. High level of skill in the CoreFirst Bank & Trust competencies of internal and external Customer Service/Focus, Compliance, Ethics, Perseverance, and Time Management.
Other Skills:
Self-Starter, takes initiative
Basic accounting
Microsoft Office proficiency
Detail/Goal/Solutions Oriented
Listening, verbal and written communication skills
Ability to resolve conflicts
Physical Requirements:
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee sits for the majority of the day. Some light physical effort required.
Travel: Travel is negligible
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.
Other:
Applicants must pass a drug screen and background check
Internal applicants must meet the minimum requirements of their current job and submit a cover letter and resume via the employee portal
CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
#ZR
#LI-DNI
$38k-44k yearly est. 21d ago
Member Service Representative II - Junction City - Full Time
Navy Federal 4.7
Junction City, KS jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday: hours based on business needs
Location: 507 E. Chestnut St. Junction City, KS 66441
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
$26k-32k yearly est. Auto-Apply 6d ago
Financial Services Representative
Enterprise Bank & Trust 4.6
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:
Financial ServicesRepresentative
Job Description:
Summary:
The Financial ServicesRepresentative 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.
$36k-40k yearly est. Auto-Apply 13d ago
Bilingual Financial Services Representative
Enterprise Bank & Trust 4.6
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 ServicesRepresentative
Job Description:
Summary:
The Financial ServicesRepresentative 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.
$36k-40k yearly est. Auto-Apply 60d+ ago
Business Service Officer
Morgan Stanley 4.6
Garden City, KS jobs
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce.
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
EDUCATION AND/OR EXPERIENCE
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Other licenses as required for the role or by management
KNOWLEDGE AND SKILLS
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
• Market Business Service Officer
Direct reports:
• Support Professionals
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $120,000 to - $160,000 per year]at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$120k-160k yearly Auto-Apply 39d ago
Underwriting Service Specialist
Arch Capital Group Ltd. 4.7
Home, KS jobs
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Position Summary:
As an Underwriting Service Specialist, your role is to ensure account service delivery meets and exceeds our customer's expectations. The Underwriting Services Specialist utilizes customer service skills, established processes, and various software applications to ensure Service Level Agreements (SLA's) are met. Under some supervision, the Underwriting Service Specialist works cross-functionally and is responsible for analyzing key pieces of information, determining the appropriate course of action and handling issues. This position collaborates with underwriters, corporate resources, and global teams to ensure we meet both internal and external commitments.
Responsibilities and Accountabilities:
* Policy & endorsement issuance
* File documentation and set-up
* Review account information for data entry into appropriate systems
* Order, prepare and/or update reports
* Processing of various underwriting transactions and requests
* Correspond with brokers for information at Underwriter's request
* Booking/Invoicing
* Coordinate services with other services units, as needed
Required Skills and Abilities:
* Analytical and problem solving ability
* Detail-oriented
* Customer-focused
* Collaborative and team-oriented
* Strong communication and organizational skills
Education and Experience:
* Bachelor's Degree preferred
* 1+ Year experience in same or related field preferred
#LI-Remote
#LI-AM3
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$55,300 - $71,910/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
For Colorado Applicants - The deadline to submit your application is:
January 12, 2026
14400 Arch Insurance Group Inc.
$55.3k-71.9k yearly Auto-Apply 5d ago
Customer Experience Representative
Capitol Federal Savings Bank 4.4
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:
* Opportunities for career growth
* Benefits are available to anyone working 20 hours or more per week!
What you'll need to apply:
* High school education or equivalent
* A minimum of one to three years of similar or related experience.
These exciting opportunities offer career growth within a full-service financial institution in business for over 130 years!
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.
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 ServicesRepresentative - Bilingual (Spanish)
Job Description:
Summary:
The Financial ServicesRepresentative 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.
$36k-40k yearly est. Auto-Apply 15d ago
Financial Services Representative
Enterprise Bank & Trust 4.6
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 ServicesRepresentative
Job Description:
This position is contingent on the closing of the acquisition of branches from First Interstate Bank.
Summary:
The Financial ServicesRepresentative 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.
$36k-40k yearly est. Auto-Apply 18d ago
Financial Service Representative - Great Bend, KS
Credit Union of America 3.8
Great Bend, KS jobs
Starting Pay: $18.00/hour + Commission
Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.
Essential Functions & Responsibilities:
Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Able to operate a 10 key calculator and computer keyboard.
Physical Requirements: 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 frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
$18 hourly Auto-Apply 39d ago
Financial Service Representative - Great Bend, KS
Credit Union of America 3.8
Great Bend, KS jobs
Starting Pay: $18.00/hour + Commission
Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.
Essential Functions & Responsibilities:
Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Able to operate a 10 key calculator and computer keyboard.
Physical Requirements: 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 frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
$18 hourly Auto-Apply 38d ago
Financial Service Representative
Credit Union of America 3.8
Derby, KS jobs
Starting Pay: $18.00/hour + Commission
Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.
Essential Functions & Responsibilities:
Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Able to operate a 10 key calculator and computer keyboard.
Physical Requirements: 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 frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
$18 hourly Auto-Apply 11d ago
Financial Service Representative
Credit Union of America 3.8
Derby, KS jobs
Starting Pay: $18.00/hour + Commission
Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts.
Essential Functions & Responsibilities:
Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods.
Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis.
Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Able to operate a 10 key calculator and computer keyboard.
Physical Requirements: 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 frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
$18 hourly Auto-Apply 10d ago
Card Services Specialist
Equity Bank 4.2
Wichita, KS jobs
Card Services Specialist Department: Card Services Job Type: Full-Time/Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Responsibilities and Expectations
* Responsible for processing new Debit and Credit Card orders, card maintenance, review and process weekly and monthly card reports
* Responsible for receiving, preparing, processing and posting all credit card applications and increase requests ensuring all information is complete, accurate, and posted in a timely manner in compliance with established policies and procedures
* Responsible for responding to and resolving internal and external customer inquiries regarding debit and credit card accounts in a friendly, professional and prompt manner
* Responsible for processing payments, adjustments, return mail, balance transfers and other maintenance for credit cards
* Identify and report fraudulent transactions to MasterCard and networks, as appropriate
* Researches, evaluates, and recommends new procedures for the efficient and effective operation of the debit and credit card program. Works closely with MasterCard and vendors
* Stays up to date with fraud trends that may be taking place with debit and credit cards and escalates any noted trends to management as soon as possible. Maintains a working knowledge of all required card security features
* Assists with research of potential bin or card level breaches or fraud to ensure that the bank can take appropriate action when needed to limit losses and ensure a high level of customer satisfaction
* Reviews and posts entries for Credit Card settlement daily
* Update Policy and Procedure on a regular basis to maintain current documents at all times
* Responsible for processing Debit and Credit Card disputes according to Reg E
* Actively cross trains with other members of the department to ensure that all duties of the department can be performed in the absence of one or more team members
Expectations
* Must be organized and display attention to details
* Ability to self-motivate and prioritize tasks
* Self-starter who has the ability to work independently as well as in a team environment
* Ability to communicate clearly verbally and in writing
* Ability to learn and comprehend new system processes
* Strong time management skills
Required Skills & Education
Requirements
* High School diploma or equivalent
* 3-5 years' experience at a financial institution in a position responsible for Debit and Credit Card accounts
* Proficient in Microsoft Office Products.
* Proficient in 10 key
* Bachelor's Degree
* Experience with FIS Debit and Credit Card platform
Who We Are
Equity Bank, a full-service, $8 billion community bank, is based in Wichita, Kansas, with over 70 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What's in it for you?
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!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
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. Must be able to talk and listen to others.
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, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$30k-41k yearly est. 34d ago
Universal Banking Rep I
Dickinson Financial Corporation 4.4
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.
$30k-33k yearly est. 10h ago
Universal Banking Rep I
Dickinson Financial Corporation 4.4
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.
**Compensation & Benefits**
The Universal Banking Rep I position pays a minimum of $18.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**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 ************************