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Service Representative jobs at Veridian Credit Union

- 169 jobs
  • Teller Service Representative-Part Time

    Veridian Credit Union 4.0company rating

    Service representative job at Veridian Credit Union

    Teller Service Representative Hiring multiple Tellers for our: Gretna location, Omaha locations, Papillion location, & Council Bluffs location. Part-time: 30-35 hours/week Pay: $17.78 Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $17.8 hourly 2d ago
  • Consumer Services Rep - Altoona

    Bankers Trust Company 4.5company rating

    Des Moines, IA jobs

    There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a “Best Place for Working Parents ,” being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record . Job Summary: The Consumer Services Representative (CSR) is a front-line banking professional who interacts with customers, verifying their identification, processing deposits and withdrawals, and facilitating various financial transactions. A CSR informs customers of products and services that may meet their financial needs and of any promotions or events. Additional duties for this position may include answering phones, processing returned mail, issuing debit/gift cards and resolving customer issues. This position must be able to work every other Saturday morning and be flexible regarding hours. Primary Functions and/or Responsibilities: Processes customer transactions and requests, including but not limited to: deposits, withdrawals, check cashing, payments, safe box entries, address changes, debit and gift card requests Balances cash drawer and abides by established cash limit Opens and secures bank premises at closing according to established procedures Balances branch teller statements Counts and balances vault and cash drawers accurately Processes daily and monthly reconcilements Follows banks policies and procedures as it relates to Audit Controls Assists with the training of new employees Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap Updates customer demographic information on Core System Identifies customer needs and utilizes product knowledge to recommend solutions Answers incoming calls and responds to emails promptly Attends and actively participates in training/committees Performs other duties as assigned Education and/or Experience: High school diploma or equivalent Previous banking or customer service experience preferred Cash handling experience preferred Specific Skills, Knowledge & Abilities: Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Strong attention to detail Data entry - speed and accuracy Strong math skills Cash handling experience Strong customer service skills Analytical and problem solving skills Strong organizational and planning skills Ability to multi-task Excellent communication skills (written and/or oral) Excellent listening and interpersonal skills Part-time Casual: Average 20 hours per week Work Schedule: This is a Part-time Casual position averaging 20 hours per week. Hours vary between 7:30 a.m. to 5:45 p.m. Monday - Friday and every Saturday from 8:30 a.m. to 12:30 p.m. Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $17.50 - $20.25 Hybrid Eligibility: Position will be onsite. EQUAL OPPORTUNITY EMPLOYER “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”
    $17.5-20.3 hourly Auto-Apply 24d ago
  • Consumer Services Rep - Altoona

    Bankers Trust 4.5company rating

    Des Moines, IA jobs

    There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record. Job Summary: The Consumer Services Representative (CSR) is a front-line banking professional who interacts with customers, verifying their identification, processing deposits and withdrawals, and facilitating various financial transactions. A CSR informs customers of products and services that may meet their financial needs and of any promotions or events. Additional duties for this position may include answering phones, processing returned mail, issuing debit/gift cards and resolving customer issues. This position must be able to work every other Saturday morning and be flexible regarding hours. Primary Functions and/or Responsibilities: * Processes customer transactions and requests, including but not limited to: deposits, withdrawals, check cashing, payments, safe box entries, address changes, debit and gift card requests * Balances cash drawer and abides by established cash limit * Opens and secures bank premises at closing according to established procedures * Balances branch teller statements * Counts and balances vault and cash drawers accurately * Processes daily and monthly reconcilements * Follows banks policies and procedures as it relates to Audit Controls * Assists with the training of new employees * Follows the Customer Service Excellence Agreement and Sales Ethics Roadmap * Updates customer demographic information on Core System * Identifies customer needs and utilizes product knowledge to recommend solutions * Answers incoming calls and responds to emails promptly * Attends and actively participates in training/committees * Performs other duties as assigned Education and/or Experience: * High school diploma or equivalent * Previous banking or customer service experience preferred * Cash handling experience preferred Specific Skills, Knowledge & Abilities: * Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) * Strong attention to detail * Data entry - speed and accuracy * Strong math skills * Cash handling experience * Strong customer service skills * Analytical and problem solving skills * Strong organizational and planning skills * Ability to multi-task * Excellent communication skills (written and/or oral) * Excellent listening and interpersonal skills Part-time Casual: Average 20 hours per week Work Schedule: This is a Part-time Casual position averaging 20 hours per week. Hours vary between 7:30 a.m. to 5:45 p.m. Monday - Friday and every Saturday from 8:30 a.m. to 12:30 p.m. Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $17.50 - $20.25 Hybrid Eligibility: Position will be onsite. EQUAL OPPORTUNITY EMPLOYER "PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"
    $17.5-20.3 hourly 25d ago
  • Customer Connections Representative

    Security Financial 4.3company rating

    Lincoln, NE jobs

    Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************ ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes: Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction; Meeting and exceeding established qualitative standards; Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives; Working with difficult customers to resolve issues; and Maintaining a high level of engagement, positive attitude, and professional appearance always. 40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes: Meeting and exceeding established individual and department quantitative standards; Providing comprehensive records on all interactions as information is received; Taking advantage of upselling opportunities whenever they arise; and Understanding policy coverages and having a strong knowledge of company products, processes, and procedures. 10% Performs other responsibilities as assigned, which includes: Assisting as needed within the customer connections department; Assisting with process improvement planning and implementation; Assisting with and participating in team functions and events for the customer connections department; and Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams. The list of essential functions is not exhaustive and may be substituted as necessary. EXPERIENCE AND SKILL REQUIREMENTS Four to six years of customer support experience. Consistent and reliable attendance is an essential function to this position. Strong verbal and written communication skills. Strong listening skills. Familiarity with ACD telephone systems and practices preferred. Customer focus and adaptability to different personality types. Ability to set and manipulate priorities and manage time effectively. Word processing and spreadsheet software proficiency required. Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness. EDUCATION AND CERTIFICATION REQUIREMENTS Associate degree in business or related field or equivalent. PHYSICAL AND WORK SCHEDULE REQUIREMENTS May require work in excess of 40 hours a week in order to complete functions of position. Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage. Ability to work at a computer up to eight hours a day. Sign-on bonus guaranteed and training bonus program in place.
    $47k-60k yearly est. Auto-Apply 60d+ ago
  • Customer Connections Representative

    Security Financial 4.3company rating

    Lincoln, NE jobs

    Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************ ESSENTIAL FUNCTIONS50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes: Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction; Meeting and exceeding established qualitative standards; Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives; Working with difficult customers to resolve issues; and Maintaining a high level of engagement, positive attitude, and professional appearance always. 40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes: Meeting and exceeding established individual and department quantitative standards; Providing comprehensive records on all interactions as information is received; Taking advantage of upselling opportunities whenever they arise; and Understanding policy coverages and having a strong knowledge of company products, processes, and procedures. 10% Performs other responsibilities as assigned, which includes: Assisting as needed within the customer connections department; Assisting with process improvement planning and implementation; Assisting with and participating in team functions and events for the customer connections department; and Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams. The list of essential functions is not exhaustive and may be substituted as necessary. EXPERIENCE AND SKILL REQUIREMENTS Four to six years of customer support experience. Consistent and reliable attendance is an essential function to this position. Strong verbal and written communication skills. Strong listening skills. Familiarity with ACD telephone systems and practices preferred. Customer focus and adaptability to different personality types. Ability to set and manipulate priorities and manage time effectively. Word processing and spreadsheet software proficiency required. Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness. EDUCATION AND CERTIFICATION REQUIREMENTS Associate degree in business or related field or equivalent. PHYSICAL AND WORK SCHEDULE REQUIREMENTS May require work in excess of 40 hours a week in order to complete functions of position. Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage. Ability to work at a computer up to eight hours a day. Sign-on bonus guaranteed and training bonus program in place.
    $47k-60k yearly est. Auto-Apply 60d+ ago
  • Customer Engagement Representative I

    Cornhusker Bank 3.4company rating

    Lincoln, NE jobs

    Job Description The Customer Engagement Representative I answers incoming calls and chats from customers to take orders, answer inquiries and questions, handle complaints, trouble shoot problems and provide information as well as routing calls to associates throughout the bank. ESSENTIAL JOB DUTIES: Provides superior customer service to incoming telephone calls, written, and electronic correspondence from internal and external customers in a professional and timely manner Resolves routine customer issues regarding a full range of customer transactions and banking products and services. Initiates corrective action within scope of responsibility Routes complex inquiries to appropriate individuals and departments Protects the bank's assets/income and maintains the confidentiality of customer information Adherence to schedule in a structured work environment ADDITIONAL RESPONSIBILITIES: Prepares and maintains various records, logs, and reports Actively participates in development of department initiatives Representatives II and III assist with on-the-job training of new associates Completes written procedures for assigned tasks and completes updates to procedures as necessary Remains informed of changes in bank policies, procedures, and products Performs other reasonable duties as assigned by immediate supervisor REQUIRED EDUCATION, EXPERIENCE AND SKILLS: High School diploma or equivalent required Minimum of one year previous customer service and/or banking experience required Demonstrates a working knowledge of Microsoft Outlook, Word, and Excel Works effectively with other work groups/individuals Completes tasks with appropriate attention to detail; demonstrates strong organizational skills Interacts effectively and professionally with a broad range of people in diverse corporate, economic and social environments; handles customers in circumstances requiring tact, diplomacy, and confidentiality EQUIPMENT USED: Telephone Computer Scanner/copier Other office equipment as needed PHYSICAL DEMANDS: Must be able to articulate thoughts and express ideas effectively using oral, written and non-verbal communication skills Must have finger dexterity to use a keyboard, telephone, paper, files and other equipment and objects Must be able to read reports, write and use a computer to accurately capture information Constant Sitting Rare standing and walking, bending, twisting, squatting, stooping, pushing and pulling Rare lifting/carrying up to 20 lbs.
    $30k-34k yearly est. 5d ago
  • Teller Service Representative-Part Time

    Veridian Credit Union 4.0company rating

    Service representative job at Veridian Credit Union

    Teller Service Representative - PT Pay: $17.06 Hours: 30 - 35 hours Fluency in Spanish or Bosnian speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $17.1 hourly 2d ago
  • Customer Connections Representative

    Assurity Group 4.2company rating

    Lincoln, NE jobs

    Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************ ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes: Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction; Meeting and exceeding established qualitative standards; Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives; Working with difficult customers to resolve issues; and Maintaining a high level of engagement, positive attitude, and professional appearance always. 40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes: Meeting and exceeding established individual and department quantitative standards; Providing comprehensive records on all interactions as information is received; Taking advantage of upselling opportunities whenever they arise; and Understanding policy coverages and having a strong knowledge of company products, processes, and procedures. 10% Performs other responsibilities as assigned, which includes: Assisting as needed within the customer connections department; Assisting with process improvement planning and implementation; Assisting with and participating in team functions and events for the customer connections department; and Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams. The list of essential functions is not exhaustive and may be substituted as necessary. EXPERIENCE AND SKILL REQUIREMENTS Four to six years of customer support experience. Consistent and reliable attendance is an essential function to this position. Strong verbal and written communication skills. Strong listening skills. Familiarity with ACD telephone systems and practices preferred. Customer focus and adaptability to different personality types. Ability to set and manipulate priorities and manage time effectively. Word processing and spreadsheet software proficiency required. Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness. EDUCATION AND CERTIFICATION REQUIREMENTS Associate degree in business or related field or equivalent. PHYSICAL AND WORK SCHEDULE REQUIREMENTS May require work in excess of 40 hours a week in order to complete functions of position. Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage. Ability to work at a computer up to eight hours a day. Sign-on bonus guaranteed and training bonus program in place.
    $28k-45k yearly est. Auto-Apply 60d+ ago
  • Branch Services Representative (Universal Banker)

    Centris Federal Credit Union 3.3company rating

    Council Bluffs, IA jobs

    Unleash Your Potential as a Branch Services Representative at Centris Federal Credit Union! Branch Services Representative (Universal Banker) Starting Pay Rate: $18.00 - $20.00 per hour. This isn't just a job, it's a path to a rewarding and successful career in the financial industry! Your Future, Our Priority: * Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward! * Celebrate Success: Annual corporate incentives for all team members! Discover the Centris Experience: * Build Relationships: Be a trusted financial partner to our members. * Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris. * Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union. * Live the Centris Way: Embrace our values, vision, and mission. Perks That Shine Bright: * Invest in Yourself: Centris offers tuition reimbursement! * Treat Yourself: Company-paid DoorDash membership. * Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. We're looking for: * Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members! * Detail-oriented individual with a positive attitude and a passion for helping others! * Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives! Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding! Check out this short video to see the Centris Experience: Centered on the Experience
    $18-20 hourly 60d+ ago
  • Customer Service Representative

    First Bank 4.6company rating

    Plainfield, IA jobs

    Job Description Do you enjoy getting to know people and having conversations? Then becoming a Customer Service Representative with First Bank would be a great fit for you! As a Customer Service Representative, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgage, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Accounts: Open new accounts or close accounts for customers Complete and submit maintenance requests on behalf of customer Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed. This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year). If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets
    $31k-35k yearly est. 4d ago
  • Customer Service Representative

    First Bank 4.6company rating

    Plainfield, IA jobs

    Do you enjoy getting to know people and having conversations? Then becoming a Customer Service Representative with First Bank would be a great fit for you! As a Customer Service Representative, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgage, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Accounts: Open new accounts or close accounts for customers Complete and submit maintenance requests on behalf of customer Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed. This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year). If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets
    $31k-35k yearly est. 4d ago
  • Client Service Advocate

    Axos Bank 4.5company rating

    Omaha, NE jobs

    Axos Clearing LLC Target Range: $35,000.00/Yr. - $48,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements. Responsibilities Answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. Identifying issues and determining appropriate course of action for effective resolution. Cultivate strong relationships with clients. Train and mentors new staff on the team. Education & Experience HS Diploma Minimum 3+ years of client service experience in the financial services industry Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $35k-48k yearly Auto-Apply 60d+ ago
  • Lead Services Representative

    Centris Federal Credit Union 3.3company rating

    Gretna, NE jobs

    Lead Services Representative (Assistant Manager) Hours: 40 hours per week, some Saturday's required. The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans, providing service and promoting Credit Union products and services. Essential Responsibilities: * Promote and model the Centris Vision, Mission, Values and Team Principles. * Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises. * Create and/or develop relationships with internal and external members. * Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc. * Assists the Financial Services Manager in directing and overseeing the activities of the branch. What's In It for You: * Invest in Yourself: Centris offers tuition reimbursement! * Performance Pays Off: Enjoy potential pay increases up to 5% in your first 12 months. * Celebrate Success: Annual corporate incentives for all team members! * Treat Yourself: Company-paid DoorDash membership. * Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. * A collaborative and inclusive work environment. Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
    $31k-35k yearly est. 27d ago
  • Lead Services Representative

    Centris Federal Credit Union 3.3company rating

    Gretna, NE jobs

    Job Description Lead Services Representative (Assistant Manager) Hours: 40 hours per week, some Saturday's required. The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans, providing service and promoting Credit Union products and services. Essential Responsibilities: Promote and model the Centris Vision, Mission, Values and Team Principles. Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises. Create and/or develop relationships with internal and external members. Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc. Assists the Financial Services Manager in directing and overseeing the activities of the branch. What's In It for You: Invest in Yourself: Centris offers tuition reimbursement! Performance Pays Off: Enjoy potential pay increases up to 5% in your first 12 months. Celebrate Success: Annual corporate incentives for all team members! Treat Yourself: Company-paid DoorDash membership. Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time. A collaborative and inclusive work environment. Ready to Dive In? Your Journey Starts Here! Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
    $31k-35k yearly est. 28d ago
  • Electronic Banking Representative

    SNB Career 4.2company rating

    Sioux City, IA jobs

    Are you a problem-solver who thrives in a fast-paced environment while delivering top-notch customer service? At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB. As an Electronic Banking Representative, you'll play a vital role in ensuring our customers have secure, convenient, and seamless banking experiences. You'll handle customer inquiries, support account maintenance, review transactions, and ensure accuracy across various banking services-all while providing prompt, professional service. Success in this role requires exceptional multitasking skills, active listening, and critical thinking to resolve inquiries effectively. If you enjoy helping customers navigate their banking needs and excel in a dynamic environment, we encourage you to join us! *This is an onsite position at our Main Bank office in Sioux City, Iowa. KEY RESPONSIBILITIES: Provide exceptional phone-based customer support with a focus on problem-solving and customer satisfaction. Resolve complex customer inquiries related to online banking, mobile apps, digital payments, and other bank services by troubleshooting technical issues promptly and escalating only, when necessary, all while maintaining a friendly and professional manner. Support internal staff by serving as a resource for troubleshooting digital banking issues, ensuring employees can assist customers confidently and accurately. Assist customers with debit card needs, including disputes, unauthorized transactions, and ordering replacement cards when needed. Perform account maintenance, including, access management, authorizations, stop payments, charge-offs and related requests. Review and approve Remote Deposit Capture items. Conduct consumer overdraft reviews and make appropriate decisions. Collaborate with team members to update and maintain process documentation and procedures. Identify opportunities for cross-selling and generate customer referrals. Contribute to a supportive, close-knit team environment, working Monday-Friday with a focus on collaboration and customer care. EDUCATION AND EXPERIENCE: 4 year college degree preferred or related work experience Knowledge of electronic banking responsibilities including deposit regulations, ACH processing, online banking, mobile banking, remote deposit, and others Customer service experience Accuracy and meticulous attention to detail required Excellent oral, written, and interpersonal communication skills Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed Team-oriented and the ability to work collaboratively across all levels of the organization Service-oriented, polite, and respectful Advanced problem-solving and analytical skills Ability to take direction and instruction and follow through independently until project completion HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATION: Sioux City, IA Main Bank
    $28k-32k yearly est. 60d+ ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Grant, NE jobs

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust! Financial Services Representative
    $32k-36k yearly est. 6d ago
  • Guest Service Representative

    Davenport 4.3company rating

    Davenport, IA jobs

    Benefits: Employee discounts Flexible schedule Free food & snacks Free uniforms Opportunity for advancement The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our bakery and serves in an essential role to engage and bring joy to our guests, create a memorable experience and leave a positive, lasting impression. The Guest Service Representative embodies NbC core values and demonstrates a strong commitment to guest satisfaction as well as excellence and efficiency in the workplace. Accountabilities/Duties: Promptly greets walk-in and phone guests with genuine warmth and helpful enthusiasm to determine interests and needs, and follows NbC Sweet Steps of Service to create a superior guest experience. Maintains strong product knowledge to educate guests on NbC cake distinction, size and flavor profile options, pricing, special promotions, and complimentary retail merchandise. Suggests additional merchandise, including balloons, candles, and cards, to complete a unique celebration. Processes guest orders efficiently and accurately utilizing the point-of-sale system and invite guests to join NbC Email Club to benefit from special promotions and remain connected. Upholds a clean and organized bakery presentation, which may include routine sweeping/mopping of the floor, and dusting/cleaning of countertops, windows, and other surfaces. Replenishes retail merchandise and cake display case to ensure a strong visual presentation. Assists the Crafter in preparing cake decorations and packaging supplies as needed. Complies with all health and safety guidelines and NbC policies and procedures, including strict adherence to dress code and personal hygiene. Maintains a consistent work attendance and punctuality record. Core Values and Competencies: Servant's Heart Goes above and beyond to support the team or guest, and is reliable, trustworthy and responsive. Keeps the good of the team or guest ahead of personal interests or gain. Displays humility and empathy in interactions with others. Spirit of a Champion Demonstrates pride in responsibilities, an intense drive and a passion to succeed. Takes initiative and 100% ownership of responsibilities, with zero excuses for issues within direct control. Operates with a strong sense of urgency and adheres to NbC brand standards. Genuine Connections Projects warmth, enthusiasm, and optimism that attracts others. Builds positive, productive relationships with all team members. Listens actively and communicates openly, clearly and respectfully. Knowledge, Skills, and Abilities: Exhibits high energy and strong interpersonal skills; is friendly, helpful, positive, patient, socially confident and communicative. Enjoys interacting with diverse people and excels at providing a superior guest experience. Can perform multiple tasks simultaneously while maintaining meticulous attention to detail. Is diligent, organized and self-motivated. Has the ability to understand and carry out oral and written instructions and request clarification when needed. Is comfortable with new technology and has the ability to operate a point-of-sale system. Understands basic arithmetic; can perform calculations when needed and provide monetary change using U.S. currency. Has the capacity to stand for extended periods of time and work in a fast-paced environment. Education, Certifications and Work Experience Requirements: Applicants must be 16 years of age or older. While no formal education or work experience is required, previous guest service experience at a bakery, restaurant or retail store is a plus. Work Availability: Must have the flexibility to work various shifts, including early mornings, evenings, weekends and holidays, based on changing business demands. Compensation: $25,000.00 - $35,000.00 per year Join Our Growing Family From “Happy Birthday” to “Just Because,” Nothing Bundt Cakes is committed to bringing joy to our guests and our communities and helping make every celebration sweeter! Each bakery offers a warm and welcoming work environment with team members who embody this joy-filled brand and possess a Servant's Heart, the Spirit of a Champion and the ability to make Genuine Connections. With over 500 bakery locations in 40+ U.S states and in Canada, there's plenty of opportunity to join our family! Click here to learn more about Nothing Bundt Cakes . Employees at a franchised Nothing Bundt Cakes bakery location are employed by the franchise owner/operator and are not employees of Nothing Bundt Cakes Corporate (the franchisor). All inquiries about employment should be directed to the franchise owner/operator and not to Nothing Bundt Cakes Corporate. Each franchise owner/operator is responsible for ensuring compliance with local, state and federal law. California Applicant Privacy Policy
    $25k-35k yearly Auto-Apply 60d+ ago
  • Client Service Representative

    Old National Bank 4.4company rating

    Davenport, IA jobs

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Our ideal candidate will possess the following skills: High school diploma or GED required 2-3 years of cash handling experience Excellent customer service skills Excellent balancing record Good organizational skills and attention to detail Ability to lift heavy boxes of coin Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 60d+ ago
  • Client Service Representative

    Old National Bank 4.4company rating

    Davenport, IA jobs

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Our ideal candidate will possess the following skills: High school diploma or GED required 2-3 years of cash handling experience Excellent customer service skills Excellent balancing record Good organizational skills and attention to detail Ability to lift heavy boxes of coin Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 1d ago
  • Financial Services Representative

    Adams Bank and Trust 4.0company rating

    Ogallala, NE jobs

    Job Description Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
    $32k-36k yearly est. 6d ago

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