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

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

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

Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions. Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. Build relationships with members through effective listening, interviewin

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

Manage a high volume loan pipeline. Prepare "Needs List" upon review of the loan terms and relevant information received. Create a positive customer experience by effectively communicating needs list, timelines and funding requirements. Gather the necessary paperwork and documentation required to make a complete loan file. Review all loan documentation to ensure completio

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

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

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

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

Job description HSBC Innovation Banking We support the builders, forward thinkers, future makers and leap takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start ups, scale ups, growth businesses, investors and those working towards IPO. Whether it's providing strategic advice, comprehensive banking, industry connec

More than 130 years ago, we started with core values that never go out of style listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho,

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

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

The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS's will also enhance existing relationships with credit union members