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
- ...Personal Banker Locations: Taunton & Swansea, MA Status: Full Time Summary: Personal Bankers are responsible for establishing, developing, and retaining customer relationships by introducing Mechanics Cooperative Bank products, services, and Bank's business partners...SuggestedFull timeWork experience placementShift workNight shift
- ...Local. Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed... ...with others to drive continuous improvement in both personal and team performance. Physical Demands: This position...SuggestedWork at officeLocal area
- 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 every day. Being a...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers Citizens Bankers are the face of the branch. They devote their time getting... ...helping others and offering sound advice? If you\’re a “people person” who enjoys building positive relationships with customers,...SuggestedHourly payLocal areaFlexible hoursAfternoon shift$37.05k - $45k
...accommodation or an alternative application process. Universal Banker Full Time Customer Service Rep N Dighton Branch, North Dighton... ...under the direction of the Branch Manager, you’ll provide personalized financial solutions, process transactions, open accounts, and...SuggestedFull time- ...Universal Banker The Universal Banker provides support to the Branch Manager and Assistant Branch Manager in assisting customers.... ...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
$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$19.03 - $31.39 per hour
SUMMARY: 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 insurance information for...Work at officeShift 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
- A leading financial institution is seeking candidates for the Financial Advisor role within the Merrill Advisor Development Program. Responsibilities include working with high-net worth clients to identify needs and deliver tailored investment recommendations. Successful...
$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...Full timeContract workFor contractorsWork 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- Senior Financial Advisor — WealthMax Financial Group Bristol, RI & Foxborough, MA WealthMax Financial Group. A fully independent fiduciary firm specializing in retirement, tax, and estate planning for pre‑retirees and retirees. We're hiring an experienced Senior Financial...
- ...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
- 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
$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$80k - $100k
...Massachusetts, established in 1901. Our team of over 300 professionals and 200 support staff provides clients across the country with personalized financial guidance. Why Baystate You run your practice - we provide the training, systems, and support Uncapped earnings -...Permanent employment$65k - $85k
About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking, and lending solutions from Bank of America and Merrill. Responsibilities Deliver full power of the Bank of ...Shift workDay shift- DarrowEverett LLP is looking for a highly motivated finance or Corporate Associate with 3-6 years of experience in debt finance transactions to join our growing practice. The ideal candidate will have experience representing both lenders and borrowers in sponsored and non...
- 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
- 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
- ...Position Description POSITION TITLE: UNIVERSAL BANKER DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION - North Dighton Branch FLEXIBLE... ...'s problem resolution procedures. Strives to meet and exceed personal and branch goals: Embraces the Bank's commitment to Solutions...Work at officeFlexible hoursNight shiftWeekend workAfternoon 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 relationships... ...including health and dental benefits, paid vacation & sick/personal time, employer matching 401(k) plan, tuition reimbursement, 11...Hourly pay- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales...Work at officeRemote work
- ...Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time* Ensures compliance when... ...stronger performance* Establishes relationships with partner bankers to make effective referrals to them* Contributes to a positive...Work at office
- Description The Banker is responsible for providing an exceptional customer experience in the branch while meeting all business objectives... ...applications for various consumer lending products including personal, auto, and equity products. Follow through with completed...Flexible hours
- ...bonds, mutual funds, and insurance. Client Relationships: Build and maintain long-lasting relationships with clients by providing personalized financial planning services and advice. This includes regular portfolio reviews and adjustments based on changes in the client's...
$101.23k - $172.36k
...skills Self‑motivated and self‑disciplined Strategic thinker, able to assess and recommend a course of action Highest level of both personal and professional demeanor and ethical behavior What’s in It for You? Compensation: Starting base salary: $101,231 – $172,355 per...Remote work$70k - $85k
Who We Are : With the support of our members and sponsors, Ocean State Media Group (RI PBS and The Public’s Radio) serves the needs of all generations within Rhode Island and southeastern Massachusetts. We spark imagination, explore our history, and reflect the values ...Full timeLocal areaFlexible hours
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