Banker Positions
Poppy
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Summary: New Accounts/CSR II: The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank’s products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. This position requires that the individual work in office. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations. Qualifications: Senior New Accounts/CSR III: A minimum of three years banking teller experience is required Advanced experience with opening consumer accounts and complex business accounts is required Prior supervisory experience is preferred Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner Possesses strong knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Ability to multi-task in a fast-paced environment Qualifications: New Accounts/CSR III: A minimum of 2 years banking teller experience is required Experience with opening consumer accounts and basic business accounts is required Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Possesses working knowledge of basic banking regulations such as BSA and Information Security Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Ability to multi-task in a fast-paced environment Qualifications: New Accounts/CSR II: A minimum of one year of banking teller experience is required Beginner experience with opening consumer accounts is required Beginner experience opening basic business accounts is preferred Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner Must possess excellent judgment and the ability to accept responsibility and handle confidential information Must be proficient in using Word, Excel, and Outlook applications and banking programs Ability to multi-task in a fast-paced environment Essential Duties: Senior New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience In conjunction with the Manager, makes monthly business development calls as assigned Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) Provide expedient and courteous service to all clients both in person and on the phone Consistently models exemplary customer service Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy Proactively identify and retain "at-risk" customers Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Essential Duties: New Accounts/CSR III: Effectively interviews and profiles customers to recommend appropriate banking products and services Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed Generates new business to assist in meeting bank profitability and branch goals Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts Maintains thorough knowledge of bank products and services Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation Ensures all documentation is approved and uploaded in the core system Processes teller transactions as needed and maintains an excellent balancing record Responds to client inquiries and requests regarding account Adheres to Banking regulations, including but not limited to Bank Secrecy Act Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned Provide expedient and courteous #J-18808-Ljbffr Poppy
$45k - $75k
...worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based...SuggestedContract workPart timeLocal areaDay shift- Job Summary We are seeking a Banker, New Accounts/CSR for a direct hire opportunity in Hayward, CA. This in-office banking role is ideal... ..., and the ability to build strong client relationships. This position supports branch operations by opening consumer and business...SuggestedWork at office
- Poppy Bank seeks a Client Service Representative III/Senior New Accounts to process new consumer and complex business accounts and cross-sell banking services. The role requires in-office work and a strong focus on customer relations. Responsibilities include opening accounts...SuggestedWork at office
$50k - $100k
...Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for...SuggestedContract workPart timeLocal areaImmediate startDay shift$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Hayward, California. Applicants without a real... ...to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application...SuggestedHourly payFull timeFor contractors$19.29 per hour
...Statement of Work for consideration. Job Summary The Universal Banker I is a key customer service role, the "face" of UFB. One who... ...and efficient manner to existing and potential customers. This position conducts frontline banking functions such as providing teller...Work at officeAfternoon shift$27.5 per hour
...Universal BankerDublin, CA 94568OverviewSalary Range $27.50 - $27.50 Hourly Position Type Full TimeUniversal Banker (Dublin, CA)The Universal Agent here at Provident Credit Union, will have an advanced working knowledge of all Credit Union products, services and branch...Hourly payLocal area- BMO Financial Group is seeking a customer-focused banking professional in the United States to lead needs-based conversations and identify financial solutions across personal lending, everyday banking, and small business services. You will engage customers across branches...
$37.5 - $50.48 per hour
...other U.S. Bancorp areas for additional needs. This role requires working from a U.S. Bank location five (5) days per week. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience -...Temporary workWork experience placementLocal area- Citigroup Inc. in Castro Valley, CA is seeking an entry-level Personal Banker SAFE Act position to support sales, products and services with the customer service team and build loyalty among individual clients. You will work on small business referrals, cross-sell treasury...Full time
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture... ...regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification...Immediate startAfternoon shift
- U.S. Bank is hiring Relationship Bankers to build strong client relationships, assess banking needs, and provide financial solutions.... ...transactions while guiding them to digital self-service options. Positions vary by location and level; national licensing (NMLS) and...
$50.03k - $65.27k
...The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time- U.S. Bank is seeking a Relationship Banker to build and nurture client relationships across multiple channels, including in-person, by appointment, and digitally. You will assess banking needs, explain products, and guide customers to the most suitable solutions, while...
$43.68k - $69.9k
...Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively...Work experience placementWork at office- AppleOne Employment Services is seeking a Banker, New Accounts/CSR for a direct hire in Hayward, CA. This in-office banking role focuses... ...be considered at various CSR levels based on experience; the position offers growth within #J-18808-Ljbffr AppleOne Employment...Work at office
- JPMorganChase in Hayward, CA is hiring an Associate Relationship Banker to greet clients, understand financial needs, and provide thoughtful banking solutions using Chase apps and services. You will build relationships in-branch and over the phone, delivering attentive...Weekend workAfternoon shift
$22 - $23.5 per hour
...reach further. Overview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that... ...at this time. Compensation The base pay range for this position is USD $22.00/Hr. - USD $23.50/Hr. Exact offers will be determined...Weekend work$25 per hour
...Teller - Part Time Hayward, CA 94541 Overview Salary Range $25.00 - $25.00 Hourly Position Type Part Time Description Teller - Part Time (Hayward, CA) We are a winner of the Bay Area News Group Top Workplace in 2017 - 2026. Check us out on Glassdoor....Hourly payTemporary workPart timeFlexible hours$25 per hour
...Job Details: Job Location: Hayward, CA 94541, Position Type: Full Time, Salary Range: $25.00 - $25.00 Hourly, Bank Teller - Full Time (Hayward, CA) We are a winner of the Bay Area News Group Top Workplace in 2017 - 2026. Check us out on Glassdoor. At Provident,...Hourly payFull timeTemporary workMonday to ThursdayFlexible hours$26 - $32.5 per hour
...range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Bank of Marin is seeking a Retail Banker for our Alameda Marina Village branch. You will be part of a branch team focused on delivering top retail banking performance and service excellence, promoting Bank services, and referring customers to partners. The role requires...
$20 - $31.9 per hour
Job Summary We are seeking an experienced Banker in San Ramon, CA for a direct hire opportunity in a professional branch banking environment. This role is ideal for a customer-focused banking professional with teller experience, new account opening expertise, and a strong...Hourly payRemote work$50.03k - $65.27k
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time- Citigroup Inc. in Fremont, CA seeks an Universal Banker to support entry-level sales and service activities with the customer service team. You will help build loyalty and increase sales to individual consumer clients. The role emphasizes assisting with account openings...Part time
$50.03k - $65.27k
Citigroup Inc. is seeking a Universal Banker in Union City, California. This entry-level position focuses on customer relations, helping increase sales through service and relationship-building activities. Responsibilities include assisting with account openings, resolving...- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements...Temporary workWork experience placementImmediate start
$20 - $31.9 per hour
Job Summary We are seeking a customer-focused Banker-Alameda for a direct hire opportunity with a community-oriented banking team in... ...clients choose the right financial products and services. This position offers the opportunity to work in a supportive branch environment...Hourly payTemporary workRemote work$25.97 - $31.75 per hour
...range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- AppleOne Employment Services in Alameda, CA seeks a customer-focused Banker-Alameda for a direct hire. You will open/maintain consumer and business accounts, interview clients, and recommend banking products to meet client needs. You will also cross-sell solutions, handle...
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