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Banking Specialist

Banking Specialist

Field & Main BankHenderson, KY, United States
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REPORTS TO : Banking Center Manager.FLSA : Non Exempt STATUS : Full Time.EEO Classification : 5 Administrative Support Workers. HOURS : Regular full-time 40 hours.Provides basic cash receipt and payment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Banking Specialist

Banking Specialist

LindeAnkeny, Iowa, USA
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Associates degree in business or higher preferred.Detail oriented professional attitude and reliable.Proficient with Microsoft Office Suite. JDE and OBIEE experience a plus.Strong organizational an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Digital Banking

Digital Banking

Climate First BankSt Petersburg, FL, United States
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We are changing FINANCE to finance CHANGE!.As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Professional Banking Relationship Advisor (Private Banking)

Professional Banking Relationship Advisor (Private Banking)

Clear Mountain BankMorgantown, WV, US
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Join Clear Mountain Bank as a Full-Time Professional Banking Relationship Advisor and immerse yourself in a vibrant culture that prioritizes innovation and excellence. This onsite position located i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Banking Specialist

Banking Specialist

Dogwood State BankWinston-Salem, NC, US
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Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Banking Specialist

Banking Specialist

Vets HiredStrongsville, OH, US
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We are seeking a detail-oriented and reliable.ACH and wire transfers, reconciling accounts, and ensuring the secure and timely movement of funds between clients, employees, and financial institutio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Banking

Private Banking

Civista BankGreen Springs, OH, United States
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Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Accountant - Banking

Accountant - Banking

Lovisa-llcTorrance, California, United States
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Performing Accounts Payable functions for trade and creditors (including overseas suppliers), ensuring that only authorized invoices are paid. These functions include sourcing invoice approval, codi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Banking Specialist

Banking Specialist

Iowa State BankAlgona, IA, US
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The primary duties of the CSR & Personal Banker position is to perform a variety of basic and advanced financial transactions including, but not limited to : . Receive and process all customer transa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Commercial Banking Officer - Business Banking

Commercial Banking Officer - Business Banking

Community Bank NACenter Valley, PA, United States
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At Community Financial System, Inc.CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate, Banking

Associate, Banking

Stifel FinancialSan Francisco, CA, US
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Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Banking Specialist

Banking Specialist

TrustBankWheaton, IL, US
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TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL.We are seeking a team with persuasive communication abilities, a positive and c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Banking Specialist

Banking Specialist

Reading Co-OperativeLynn, MA, US
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Are you looking to expand your retail banking knowledge and advance your career?.Do you love developing strong relationships with customers and helping them find the best financial solutions and se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Banking Specialist

Banking Specialist

BrexSan Francisco, CA, US
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Why join us .Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive soft...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Commercial Banking Officer - Business Banking

Commercial Banking Officer - Business Banking

Community Financial System, Inc.Center Valley, PA, United States
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At Community Financial System, Inc.CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Banking Specialist

Banking Specialist

Avidia BankMarlborough, MA, US
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Equal Employment Opportunity / M / F / disability / protected veteran status.Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships.Performs a w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Banking Specialist

Banking Specialist

Availa BankAmes, IA, US
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Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Banking Specialist

Banking Specialist

Trust BankTuscola, IL, United States
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Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Banking Specialist

Banking Specialist

Field & Main BankHenderson, KY, United States
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Relationship Banker I / II

Relationship Banker I DEPARTMENT : Retail Department REPORTS TO : Banking Center Manager SUPERVISES : None FLSA : Non Exempt STATUS : Full Time EEO Classification : 5 Administrative Support Workers JOB GRADE : B HOURS : Regular full-time 40 hours. Saturday rotation required. SUMMARY : Provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, knowledgeable and patient service to the customer. EDUCATION & EXPERIENCE :

  • High school diploma or equivalent.
  • Prior Customer Service experience.
  • Cash handling experience.
  • Teller experience preferred.
  • Understanding of basic mathematical skills.
  • Good interpersonal communication & computer skills.

ESSENTIAL DUTIES & RESPONSIBILITIES :

  • Manage large sum of currency with accuracy.
  • Receives cash & checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions correctly into bank's computer system.
  • Examine identification and identify validity.
  • Examine checks deposited and determine proper funds availability based on regulation requirements & complete hold notices accurately.
  • Process large commercial deposits.
  • Process savings withdrawals : verify and receive proper identification.
  • Process loan payments : verify payment amount and issue receipts.
  • Identify counterfeit currency.
  • Ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud.
  • Issue cashier's checks redeem U.S. savings bonds, process safe deposit box payments, process utility payments, process credit card payments and issue gift cards.
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
  • Knowledge of products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to : refer customers to the proper department for issues that cannot be resolved in retail.
  • Promote and cross-sell bank products and services.
  • Identify and attempt to correct any discrepancies found in customer information files (CIF)
  • Assist in opening and closing of vault and night depository.
  • Balance cash drawer daily.
  • Researches any outages and reports any unresolved discrepancies to the supervisor.
  • Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Open and close the bank by following established security procedures.
  • Live and represent the Field & Main culture and brand.
  • Perform related duties as assigned by supervisor.
  • COMPETENCIES : To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.

  • Computer Skills Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills & commitment to pursuing continuing education opportunities to advance technical skills.
  • Initiative - Ability to determine a correct course of action based on knowledge, policies and sound judgment. Takes proactive steps to accomplish task without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
  • Follow-Up - Completes assignments and tasks willingly, promptly and efficiently. Responds with a sense of urgency to requests from customers, co-workers and / or supervisor. Keeps supervisor informed of status of completed tasks.
  • Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
  • Interpersonal Relationship Skills - Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts and understands management and company directives and works to help achieve individual, departmental and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions and solicits feedback to improve performance
  • Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job.
  • Adherence to Policies & Procedures - Understand s the importance of adherence to bank policies in job related functions, employee and banking issues. Maintains confidentiality of employee, customer and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee and bank information.
  • ADA REQUIREMENTS : Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 02 / 10 / 2020 TRV EOE / Minorities / Women / Vets / Disabled Relationship Banker II DEPARTMENT : Retail Department REPORTS TO : Banking Center Manager SUPERVISES : None FLSA : Non Exempt STATUS : Full Time EEO Classification : 5 Administrative Support Workers JOB GRADE : D HOURS : Regular full-time 40 hours. Saturday rotation required. SUMMARY : Performs vault and new account functions, as well as providing basic cash receipt and payment services to customers in accordance with financial institution procedures, opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with inquiries concerning products and services. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a teller drawer daily. EDUCATION & EXPERIENCE :

  • High school diploma or equivalent. Associates in business or related field preferred.
  • Six months' experience in the teller function, as well as sales experience, particularly in cross-marketing products & services.
  • Good understanding of financial products and services.
  • Excellent sales, interpersonal and communication skills.
  • Above average computer and keyboard skills.
  • Good organizational skills.
  • ESSENTIAL DUTIES & RESPONSIBILITIES :

  • Provides a complete range of customer services at the financial institution, including opening new accounts including, but not limited to, checking, savings, certificate of deposits and Individual Retirement Accounts
  • Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP).
  • Carries out the financial institution's client retention strategies.
  • Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists.
  • Assists supervisor in establishing objectives and plans for the retail area.
  • Participates in sales, service and product training meetings.
  • Answer customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
  • Knowledge of company products and services in order to promote and cross-sell bank products and services.
  • Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and CSR / Teller roles and responsibilities relating to each act.
  • The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud.
  • Proficient with vault responsibilities for the banking center.
  • Receive cash and checks for deposit, verifies amounts, examines checks for proper endorsement, and enters transactions correctly into bank's computer system.
  • Examine checks deposited and determine proper funds availability based on regulation requirements & complete hold notices.
  • Process large commercial deposits.
  • Manage large sum of currency with accuracy.
  • Issue cashier's checks, redeem U. S. savings bonds, process safe deposit box payments, process utility payments, process credit card payments and issues gift cards.
  • Identify counterfeit currency.
  • Follow policies and procedures related to retail areas.
  • Open and close banking center by following established security procedures.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Live and represent the Field & Main culture and brand.
  • Perform related duties as assigned by supervisor.
  • COMPETENCIES : To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.

  • Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills & commitment to pursuing continuing education opportunities to advance technical skills.
  • Initiative - Ability to determine a correct course of action based on knowledge, policies and sound judgment. Takes proactive steps to accomplish task without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision.
  • Follow-Up - Completes assignments and tasks willingly, promptly and efficiently. Responds with a sense of urgency to requests from customers, co-workers and / or supervisor. Keeps supervisor informed of status of completed tasks.
  • Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners.
  • Interpersonal Relationship Skills -
  • Required

    Preferred

    Job Industries

  • Other