Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products

Mechanics Bank is currently searching for a full time Universal Banker to join our team at our Richmond Hilltop Branch . In this role, you will independently and accurately perform the full range of teller and new accounts transactions according to established procedures. Provide dual control support while adhering to bank policies and procedures. Deliver excellent custom

Position Details Banking Specialist I This position, Banking Specialist I, may be called by many other names Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the produ

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Experience Minimum Years of Experience Preferred Years of Experience Description 1 2 Must have at least 1 year to 24 months of customer service and/or cash handling experience Knowledge, Skills & Ability Must a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel. Must be detail oriented and have the ability to multi task in a fast paced envi

Kinecta Federal Credit Union is one of the nation's leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees

Customer Experience Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulation

Offer best in class service to our members through prompt, efficient, courteous, and professional interactions . Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes . Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow up and resolution . B

Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq

Member Services Representatives (MSR) are the first point of contact for our members' primary contact with the Alliance for both routine and complex member issues with the goal of delivering excellent customer service to our customers. The position is responsible for answering a high volume of inbound and outbound calls in a timely manner. Respond to all communications co

Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

Preferred 4 Year / Bachelors Degree Bachelor's Degree with business related emphasis a plus. Experience Minimum Years of Experience Preferred Years of Experience Description 1 3 Of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must Have a thorough working knowledge of depository & loan products, se

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the

Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete. Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst. Performs call back function on established provisionally received ticklers for loan originations and modifications. Periodic updating of tickler and covenant notes as requested by the Portfoli