The Universal Banker III is responsible for meeting with customers and non customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover nee

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

Process residential mortgage loan files from initial application to funding, ensuring timely and accurate packaging of all loans originated by our loan officers Review loan application and gather loan documents from the customer and third parties in support of the loan approval process, according to AUS findings, program parameters and investor guidelines Responsible for

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

Position Details Banking Specialist II This position, Banking Specialist II, may be called by many other names New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help cli

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

Branch Teller I (or II) Newbury Park (Full Time) Location US CA Newbury Park ID 2024 1120 Category Sales Position Type Full Time Remote No Overview The Branch Teller I is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as

Assists members in establishing memberships, share and loan accounts, and related products and services by conducting interviews, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and the members. Promot

Convergint is looking for a full time, enthusiastic, results driven, and forward thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV, pneumatic drive ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and

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

Job Location Duarte Branch Duarte, CA Position Type Part Time Education Level High School   Salary Range $20.00 $22.50 Hourly Travel Percentage None Job Shift Part Time, 20 28 hrs/week Job Category Member Service and Sales Description As a Teller, you will be a vital member of our team, ensuring that every member interaction leaves a lasting positive impression. Your

The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS'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. MFS's will also enhance existing relationships with credit union member

Bachelors' degree with business related emphasis a plus. Experience Minimum Years of Experience 1 Preferred Years of Experience 3 Comments 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, services, insurance of accounts, account

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products