Personal Banker
Jobtailor
Responsibilities Deliver professional, friendly, and efficient service through video interactions Respond to customer inquiries and resolve routine issues Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments Ensure compliance with customer identification and security procedures Maintain a welcoming and customer-focused experience during every interaction Identify customer financial needs and recommend appropriate products and services Generate referrals to various areas of the Bank and affiliated business partners Process and balance daily teller transactions while maintaining accuracy standards Monitor ATM and ITM cash levels and coordinate service requests as needed Respond to customer issues and make sound decisions that minimize risk to the customer and the Bank Requirements Minimum 12 months of sales and/or customer service experience in a retail environment Strong verbal communication and interpersonal skills Comfortable interacting with customers through video technology Ability to multi-task and work within multiple computer systems simultaneously Strong problem-solving skills and attention to detail Knowledge of banking products and services preferred Ability to handle customer complaints and routine problem resolution independently Core Competencies Demonstrates expertise in delivering exceptional customer service through video interactions, with a strong focus on problem-solving, transaction processing, and compliance with banking procedures. Proficient in identifying customer needs and recommending suitable banking products and services. #J-18808-Ljbffr
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- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of their financial...
$24 - $26.27 per hour
Bank Of America JobAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders ...Hourly payFlexible hoursWeekend workDay shift$25 - $26.77 per hour
Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$23.25 - $30.75 per hour
...Retail Banker II Float Work Location: Providence, Rhode Island, United States of America Hours: 40 Pay Details: $23.25 - $30... ...you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Retail Banker II Float...Work at office- ...Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas: Delivering Outstanding Service: Help...
- ...Universal Banker This Universal Banker role will be a Float position. The Universal Banker provides support to the BM and ABM... ...mentoring the teller staff to do the same. Responsible for achieving personal sales goals and proactively guiding sales activities of the...Work at officeWeekend workEarly shift
- ...Universal Banker (Full-Time) BayCoast Bank - Somerset Branch Empower Your Career with BayCoast Bank With over 175 years of... ...Working under the direction of the Branch Manager, you'll provide personalized financial solutions, process transactions, open accounts, and...Full timeWeekend workAfternoon shift
$34.5k
...Sales and Service Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high... .... Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Foster customer loyalty by...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- ...Job Description Job Description Position: Universal Banker l Job Type: Full-Time Department: Branch Administration Reports... ...-service financial institution offering commercial lending, personal and business banking, and mortgage services. The Bank’s...Full timeWork at officeLocal areaFlexible hours
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...EEO Statement: Brown University provides equal opportunity and prohibits discrimination, harassment and retaliation based upon a person’s race, color, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation, gender identity,...Full timeWork at officeRemote work
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$125k - $175k
...service excellence. Key Responsibilities Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice Develop and implement comprehensive financial plans, including retirement, estate, tax,...$19.03 - $31.39 per hour
Financial Service Representative Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains...Work at officeShift work- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- Join to apply for the Financial Aid Counselor role at Inside Higher Ed Brown University To view the full job posting and apply for this position, go to: Job Summary The Financial Aid Counselor is the first point of contact for the Office of Financial Aid (OFA) in The...Work at office
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office- Northwestern Mutual in Providence, Rhode Island, is offering an internship for College Financial Representatives. This opportunity allows students to learn financial planning, develop a professional network, and gain exposure to proprietary planning tools. The role involves...Full timeInternship
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment- ...Universal Banker Taunton Federal Credit Union (TFed) has been providing individuals and businesses in southern Massachusetts and... ...We offer: ~ Paid Vacation time ~ Paid Sick time ~ Paid Personal time ~ Paid Federal Holidays annually ~ Generous Medical and...Local area
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their... ...helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers,...Hourly payLocal areaFlexible hoursAfternoon shift$22.5 - $27 per hour
...can grow and thrive. We're looking for a passionate Universal Banker to deliver outstanding customer service, build lasting... ...package including health and dental benefits, paid vacation & sick/personal time, employer matching 401(k) plan, tuition reimbursement, 11...Hourly payFull time
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