banking representative

Invest Bank

<div>
 
 To apply the banks sales strategy and serve customers by selling retail products and meeting customer needs. (Personal loans, Credit Cards, Auto Loans, Mortgage &amp; Payroll). The roles will require ambitious sales individuals that have a positive and will-to-win attitude to be part the banks retails sales force.
 
 
 
 
 
 Job Description:
 
 <ul>
 <li>
 To achieve individual set targets for assigned retail products as instructed by sales management and as per defined productivity for Personal Loans as per the agreed score card.
 </li>
 <li>
 The candidate should adapt agile approach towards retail banking sourcing and adapt to continuous change in processes, procedures, and product policies.
 </li>
 <li>
 While sourcing, ensure that Personal Loan applications and documentation are error free and complies with the policies and procedures set forth by the IB.
 </li>
 <li>
 Ensure Personal Loan Buyout cases are processed and completed till customer&rsquo;s first salary is received in customer personal bank account with IB.
 </li>
 <li>
 Generating new business to the bank while ensuring that daily activity of customer interaction is on a bank, business, and customer satisfactory level with a key focus on compliance and due diligence.
 </li>
 <li>
 Maintains professional and technical knowledge by attending required coaching and training sessions &amp; establishing personal network.
 </li>
 </ul>
 
 
 
 
 
 Qualification and Requirements:
 
 
 
 
 
 
 &squf; Bachelor&rsquo;s Degree.
 
 
 &squf; Minimum 3+ years of experience required in the UAE market in the Banking Industry.
 
 
 &squf; CC, PL, ML &amp;/or Payroll experience required.
 
 
 
</div>

Personal Banking Representative

alinma

<div>
 
 
 
 Job Summary:
 
 
 
 
 Personal Banker job plays a pivotal role in assisting clients with their personal financial needs, fostering strong client relationships, and supporting their financial goals. This role involves advising clients on a variety of banking products and services, including savings accounts, personal loans, credit products, and investments.
 
 
 
 
 
 
 
 Knowledge:
 
 
 
 
 Banking Regulations and Compliance, Financial Products and Services, Risk Assessment, Credit Analysis, Market Trends, Investment Basics, Customer Relationship Management (CRM) Systems, Digital Banking Technologies.
 
 
 
 
 
 
 
 Job Requirements:
 
 
 
 
 
 Qualifications &amp; Experience:
 
 Bachelor&rsquo;s degree up to 2 years&rsquo; experience
 
 
 
 Major:
 
 Business Administration, Or in any related or relevant field
 
</div>

Junior Personal Banking Representative

BAC Community Bank

Job Title: Utility RepresentativeReports To: Retail Sales and Service ManagerFLSA Status: Non-ExemptDepartment: Retail BankingSupervisory Responsibilities: NoneCategory: Non-OfficerSummary: A Utility Representative is a role that delivers an exceptional experience through allinteractions, providing support to customers, branch teams and internal departments with a high degreeof accuracy and positive behavior. The position must be able to solve problems, multi-task and maintainthe highest level of professionalism. A Utility Representative performs multiple operational functions,can fulfill the need at any Branch upon request, and migrate from one role to another to support anyemployee absences, lunches and breaks as needed.BAC Standard Duties and Responsibilities:&middot; Perform work with the necessary attention to detail to minimize errors&middot; Understand the needs of your customers (internal and external) in order to provide extraordinary service&middot; Partner with team members both inside and outside of your immediate department&middot; Participate in and foster an atmosphere that maintains a high level of morale&middot; Remain open to personal and professional growth by learning new things on a daily basis&middot; Accept and participate in change&middot; Embrace technology used in the bank including, but not limited to workflows&middot; Achieve efficiency in your tasks, identify processes that can be improved and notify your supervisor of potential improvements&middot; Always behave in a professional manner regardless of the circumstances&middot; Maintain compliance with all applications, regulations and laws&middot; Accept any new duties that may be added to your position (other duties as assigned)&middot; Understand and balance the needs to provide extraordinary customer service and minimize risk to the bank&middot; Demonstrate leadership ability with excellent interpersonal communication skills&middot; Create an atmosphere within the organization that attains and maintains a high level of morale&middot; Serve on task forces and committees as assignedEssential Duties and Responsibilities:&middot; Deliver exceptional customer service by handling requests with a sense of urgency and timelinesso Complete all assigned tasks and workflows within the required specified timeframes&middot; Support activities to promote the growth of BAC and to support the bank&rsquo;s brando Be knowledgeable on all bank products and serviceso Able to effectively cross sell a product or service that benefits the customer&rsquo;s needs&middot; Opening and Closing a Branch, when required&middot; Opening all types of New Accounts&middot; Flexible to work at multiple locations upon request&middot; Perform all teller and branch functions (including custodial duties, Branch Capture, etc.)&middot; Assists customer&rsquo;s with requests or complaints and researches account problems&middot; Quotes rates, service charges, restrictions, and other relevant information about deposit accounts&middot; Performs Branch Certifications and Review&middot; Responsible for the approval of transactions within specified limits&middot; Generates CTR reports and other bank reports&middot; Responsible for daily, weekly and monthly report review&middot; Conducts Mystery Shops&middot; Supports branch in Manager&rsquo;s absenceCompetencies:&middot; Level 1 (See Competency Document)Qualifications: To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements as documented are representative of knowledge, and/or abilities needed to fulfill the responsibilities of the position.&middot; Education/Experience: High School diploma or equivalent and 5 years applicable experience.&middot; Language Ability: Ability to read, write, and understand English is required. Strong oral and written communication skills are a must in combination with the ability to explain complex bank functions within the scope of the job functionality.&middot; Math Ability: Must possess the ability to understand and interpret financial data. Must have the ability to work with mathematical and reconciliation concepts as well as general accounting standards.&middot; Computer Skills: Must be proficient in Word, Excel, Outlook, Internet, Telephone and ITI software with specific skills in operations software. Must have a strong knowledge of Fiserv Premier software program. Must be adept at accessing and utilizing information necessary to perform job functions. Type 35 words per minute and ten-key by touch.Job Type: Full-timePay: $22.00 - $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Ability to Commute:<ul><li>Stockton, CA 95202 (Required)</li></ul>Ability to Relocate:<ul><li>Stockton, CA 95202: Relocate before starting work (Required)</li></ul>Work Location: In person

Bank Utility Representative

Alpine Bank

<div>General Purpose

The Commercial Banking Support Specialist works closely with the Commercial Banking Sales team, Product Managers within Electronic Banking, and various Alpine Bank location representatives to identify account needs and solve customer issues.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul>
<li>Provides Alpine Bank&rsquo;s Commercial Banking Customers with product and service support.</li>
<li>Answers inquiries through multiple channels &ndash; phone calls, emails, online chats &ndash; from business customers, retail locations, and other internal bank staff.
</li><li>Owns resolution of customers questions/concerns/inquiries related to the comprehensive suite of commercial banking services, including but not limited to:
<ul><li>Mobile deposit</li>
<li>Bill Pay</li>
<li>ACH</li>
<li>Wires</li>
<li>Pos Pay</li>
<li>Merchant Services</li>
<li>Alpine Remote products</li>
<li>Credit Cards</li>
<li>Lockbox</li>
</ul></li></ul><ul><li>Conferences in operational subject matter experts including bank operations and vendors.</li>
<li>Works closely with sales teams to ensure appropriate level of client care is maintained.
</li><li>Identifies cross-sell opportunities of new Commercial Banking services to existing customers and escalates to Sales team when applicable.</li>
<li>Assists with account maintenance as requested by customers or from bank locations. Including the preparation of agreements and other related documentation to support customer needs to manage their online banking products and services.</li>
<li>Where applicable, supports the sales team with the onboarding process related to new customer setups and coordinates the implementation of products.</li>
<li>Regular and reliable on-site attendance is required.</li>
<li>Performs other duties as assigned.</li>
</ul>
Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:
<ul>
<li>Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.</li>
<li>Customer-centric mindset, with strong problem solving and decision-making skills, to translate and resolve customer issues/needs.
</li><li>Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.</li>
<li>Ability to share technical expertise with team members and customers.</li>
<li>Strong understanding of internet banking software, information technology systems and software.</li>
<li>Self-motivated, works well under pressure and meets deadlines.</li>
<li>Understanding of how to identify internal process breakdowns and willingness to make recommendations to management to address them.
</li><li>Ability to deal with frequent change, delays, or unexpected events.</li>
<li>Detail oriented with exceptional organizational skills.</li>
<li>Displays excellent written and verbal communication skills.</li>
<li>Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.</li>
<li>Ability to maintain confidentiality.</li>
</ul>
Education or Formal Training:
<ul>
<li>High School Diploma or General Equivalence Diploma (GED) required.</li>
<li>Additional post-high school courses are preferred.</li>
<li>Possession of, or ability to obtain, a valid State of Colorado Drivers&rsquo; License, required.</li>
</ul>
Experience:
<ul>
<li>A minimum of 12 months experience in a banking representative or customer facing role is preferred.
</li><li>An equivalent combination of education and experience may be substituted on a year-to-year basis.</li>
</ul>
Working Conditions

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Occasional Travel to conferences, meetings and branch locations, evening and weekend work should be anticipated.
Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is between $20.50 and $25.50 per hour, depending on experience.

For an overview of our employee benefits please visit: Alpine Bank Careers Page

Position anticipated to close on March 13, 2026, or until filled.</div>

Commercial Banking Support Specialist

Kennebec Savings Bank

<div>Description: 
POSITION SUMMARY: Develop new and existing customer relationships and deepen those relationships by providing the best deposit solutions for or customers. Provide a superior level of customer service that promotes the sales and service culture of the bank. Take individual responsibility for developing new business, referrals and retention of account relationships. Cross trained position for Customer Service Representative and Teller duties, with additional knowledge of Consumer loan products. This position is responsible for but not limited to accurately and courteously meeting new and existing customer account needs; actively supporting and cross-selling Bank products/services; maintaining accurate cash and transaction records; responding to general Consumer loan request; and for performing other branch management functions as assigned.
KEY RESPONSIBILITIES:
Customer account services: Provide account services to Bank customers. Appropriately and accurately process teller transactions; open or refer new checking, savings, certificate of deposit, IRA and savings accounts, safe deposit boxes; take applications for ATM/debit cards; all following established Bank policies and procedures. Perform general account maintenance as necessary. Comply with all Bank and branch policies and procedures concerning customer accounts. Respond to customer inquiries and resolve customer account problems; refer to Branch Manager as needed. Act as liaison between customer and other Bank departments as necessary to address account issues.<ul><li>
 Comply with all applicable Federal and State banking regulations and all Bank and branch operating and security policies and procedures.</li><li>
 Meet or exceed established objectives and standards for customer service representative performance.</li></ul>
Support Bank products/services: Have a thorough understanding of current KSB products and services. Actively utilize as many Bank products and services as possible in order to fully understand their features and benefits and to be able to communicate effectively with customers and prospective customers.
Talk to customers and listen for &ldquo;cues and clues&rdquo; to determine needs; respond to customer inquiries and evaluate their needs; suggest and provide real one-on-one examples of &ldquo;how to&rdquo; access mobile banking, Pop Money, Bill Payment, bank products/services to customers to meet their needs; make referrals to other Bank personnel as appropriate.
Customer transactions: Provide prompt, courteous and efficient service to branch customers as needed. Process customer teller or account transactions as needed. Comply with all Bank and branch policies and procedures concerning customer transactions. Respond to customer inquiries; refer to appropriate branch or other Bank personnel as appropriate. Refer complex issues or problems to the Branch Manager.
Loan origination: Have a good understanding of KSB Consumer loan products according to established Bank policy and procedures.
Refer leads for new loan business to other Bank officers or loan specialists as appropriate.
Branch operations: Accurately record paperwork relating to customers in adherence to Bank performance standards. Maintain daily work in good order.
Accurately settle processed work in adherence to Bank performance standards and established procedures.
Perform teller, customer service representative or other branch functions as assigned to meet customer or operational needs.
Community/public relations: Actively participate in community organizations and events. Represent the Bank in the community.
Other duties: Demonstrate reliable attendance and punctuality. Work at other Bank branches as needed for customer service, operational, or training purposes. Facilitate training of other bank staff in all things specific to this job function. Attend and participate in Bank meetings. Attend internal and external training to improve skills and knowledge relevant to the customer service representative position.
Understand and fully comply with Kennebec Savings Bank&rsquo;s Core Values.
Perform other duties as required.
POSITIONS REPORTING TO THIS POSITION:<ul><li>None</li></ul>
Requirements: 
EDUCATION/EXPERIENCE REQUIRED:<ul><li>
 Bachelor&rsquo;s degree or equivalent work experience.</li><li>
 1 to 3 years branch banking experience as a teller/head teller and customer service representative.</li><li>
 Other customer service experience is desirable.</li><li>
 Computer literate, with specific experience in word processing and spreadsheet applications.</li></ul>
OTHER REQUIREMENTS:<ul><li>
 Must be able to lift cash boxes and cash bags of approximately 20 pounds.</li><li>
 Must be able to distinguish between various denominations of coin and currency.</li><li>
 Must be able to operate vault combinations.</li><li>
 Must be able to read and work with computer print-out reports.</li><li>
 Must be able to stand or sit for extended periods of time while waiting on customers.</li><li>
 Must be able to spend extended periods of time operating a computer keyboard and working at a computer monitor.</li><li>
 Must be able use the telephone to converse with customers for extended periods of time; must be able to communicate clearly by telephone; must have good listening ability and skills.</li><li>
 Must be able to prioritize and organize work flow; must have good attention to detail; must be able to handle multiple jobs.</li><li>
 Must have the ability to think through a problem, following proper steps in finding resolution.</li><li>
 Must have a high degree of ethics and maintain confidentiality of customers and accounts.</li><li>
 Must be friendly, courteous and sensitive to the needs of customers and coworkers.</li></ul></div>

Customer Service Specialist

City National Bank & Trust

<div><div>City National Bank and Trust</div><div>
Job Description: Personal Banker</div><div>
Department: Retail</div><div><div>
Status: Full time</div><div>
Equal Opportunity Employer</div></div><div></div><div> 
Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.</div><div></div><div> 
Responsibilities:</div><ul><li>
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.</li><li>
Develop and expand customer growth through daily prospecting and follow-up activities.</li><li>
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.</li><li>
Effectively cross-sell and market bank products and services to customers and prospects.</li><li>
Protect customer confidentiality and privacy while practicing branch security procedures.</li><li>
Participate in daily branch operations, gaining proficiency in various areas of personal banking.</li><li>
Actively log customer interactions and follow-ups into Synapsys with detailed notes.</li><li>
Embody CNB&rsquo;s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.</li></ul><div></div><div> 
Qualifications:</div><ul><li>
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.</li><li>
Proficiency with Microsoft products, general computer skills, and basic math skills.</li><li>
Ability to work flexible or extended hours with consistent attendance and punctuality.</li><li>
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.</li><li>
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.</li></ul><div></div><div> 
Education and Experience:</div><ul><li>
High School diploma or equivalent</li><li>
Demonstrate alignment with City National Bank&rsquo;s values and vision.</li></ul><div></div><div> 
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div> 
<div></div><ul><li>
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.</li><li>
Ability to lift/carry no more than 20lbs.</li><li>
Ability to stand for the majority of the assigned work schedule.</li><li>
Clear verbal communication and close vision with the ability to adjust focus.</li></ul><div></div> 
Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.</div>

Personal Banker

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5723 banking representative jobs Near Me

Personal Banking Representative

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Personal Banker

Personal Banker