banking sales representative

Huntington Bank

<div><h1 class="jobSectionHeader">Description
</h1>Summary:
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties &amp; Responsibilities:
<ul><li>Providing excellent customer service and effectively resolving customer issues.
</li><li>Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
</li><li>Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
</li><li>Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
</li><li>Maintaining your knowledge of all products, services, technology and policies.
</li><li>Adhering to all operational, security, risk and regulatory policies and procedures.
</li><li>Other duties as assigned.
</li></ul>Basic Qualifications:
<ul><li>High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
</li></ul>Preferred Qualifications:
<ul><li>Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
</li><li>Ability to build, deepen and retain relationships.
</li><li>Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
</li><li>Excellent verbal and written communication skills.
</li><li>Comfort with technology such as mobile services and online banking services.
</li>Knowledge of consumer and business deposit products. 
<li>
</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer. 
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Financial Relationship Banker - Woodville, AL

Bank of Labor

Build Your Career with a Bank That Stands for More
 
For 100 years, Bank of Labor has been a trusted financial partner for businesses in the Kansas City region. We are uniquely positioned as the leading Labor-focused Financial Institution (FI) whose strategic initiatives have set a national course to serve the needs of Labor Unions across the entire country. Expertise in specialized financing has enabled us to provide debt capital for the construction of training centers from coast to coast. And because we enjoy a national reputation for our Trust Services and Treasury product offerings, our Labor relationships are comprehensively served. Bank of Labor is the only majority-owned and operated bank in the nation whose focus combines deep industry expertise with modern banking solutions to serve Labor organizations, businesses, and consumers. We are approaching a significant milestone in asset growth!
 
Bank of Labor doesn’t just provide financial services—we champion the values of integrity, resilience, and community. Our team of professionals plays a vital role in maintaining strong internal controls, risk management, and regulatory compliance, ensuring that we continue to uphold our mission while driving innovation in banking.
 
We are seeking to add top talent to our ranks with a leader driven to help shape the future of our franchise. If you’re a strategic thinker with a passion for excellence and leadership, Bank of Labor offers the opportunity to make a meaningful impact in an organization that values expertise, collaboration, and innovation.
 
Join a team where your work matters—at a bank with a legacy of strength and a future of opportunity.
 
220 PERSONAL BANKERS - UNIVERSAL BANKER 1
 
Has responsibility to meet or exceed the required expectations of our “ESP” (Exceptional Service Provider) program (refer to the Employee Handbook).
 
Under direct supervision and in accordance with established policies and procedures, the successful candidate performs a variety of duties, ensuring the smooth operation in the Retail area. These responsibilities include performing numerous activities associated with the teller and personal banking functions. The employee’s work influences the professional image of the Bank within the community it serves.
 
KNOWLEDGE, SKILLS & ABILITIES REQUIRED: 
<ul>
<li>Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions.</li>
<li>Specialized training in basic principles or techniques in specific areas such as customer service, personal computers, teller/personal banking is necessary.</li>
<li>Minimum educational requirement includes a high school degree or equivalent with prior sales and customer service experience in a retail banking environment; a college degree is preferred.</li>
<li>Previous background in direct sales and a proven track record in a sales goal/ incentive environment will enhance the performance of this job.</li>
<li>Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, clients, and vendors; concise communication, translation and interpretation of various concepts are critical.</li>
<li>A thorough knowledge of the procedures and polices related to the smooth functioning of the teller, personal banking, overdraft protection/safe deposit area and a working knowledge of the on-line computer system for information retrieval by using a CRT or teller terminal is necessary.</li>
<li>Employees should understand compliance with Federal & State laws governing teller, personal banking, and overdraft protection/safe deposit areas.</li>
<li>Attention to detail required.</li>
<li>Previous demonstrated ability to work independently with little direct supervision.</li>
<li>May required registration on the Federal Nation-wide Mortgage Licensing System (NMLS) Registry</li>
</ul>
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
 
<ul>
<li>Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships, and customer satisfaction. (Weighting Percentage: 20%)</li>
<li>As Substitute Teller this individual assist in the daily operation of the facility; maintains compliance with security policies and procedures of the bank. The employee provides service to clients by accepting deposits, verifying cash and issuing receipts for checking and savings accounts. In addition, the teller cashes checks by verifying endorsements, obtaining approvals for cash transactions, and referring clients to supervisor, manager, or officer when appropriate. This position also performs other teller duties such as accepting loan and utility payments, issuing official checks and money orders, selling traveler’s checks, processing cash advances on credit cards and redeeming savings bonds. This individual prepares individual daily settlements of teller cash and proof transactions. (Weighting Percentage: 40%)</li>
<li>As Substitute Personal Banker assists clients and branch personnel, by opening and processing various types of accounts.</li>
<li>Consults with clients regarding specific deposit account needs.</li>
<li>Quotes rates, service charges, restrictions, and other relevant information about the accounts</li>
<li>Prepares paperwork for opening new accounts.</li>
<li>Prepares forms to initiate direct deposits, wire transfers and purchase of new EE bonds.</li>
<li>Prepares necessary paperwork required for account maintenance.</li>
</ul>
Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed. Has a thorough understanding of all retail loans and value-added products. Will accept loan applications, communicate loan decisions, and close all consumer loan products except those secured by Real Estate.
 Customer Satisfaction reports with scores of 85% or higher is expected.
 Provides account verification on information received from various sources when properly authorized by client. Capitalizes on opportunities to cross-sell additional bank services (Trust, Investments, and Loans) and makes referrals to appropriate departments. Responds to client inquiries regarding account status, research problems with accounts and resolves errors whenever needed.
 Maintains a high degree of accuracy on all documentation, high proving percentage and low difference.
 (Weighting Percentage: 40%)
 
SECONDARY RESPONSIBILITIES: 
<ul>
<li>Other duties as assigned or deemed necessary by management to ensure a continuous workflow of daily operations.</li>
</ul>
PHYSICAL REQUIREMENTS: 
<ul>
<li>Standing (80%), lifting to 20 lbs. (5%), repetitive motion (80%), sitting (10%)</li>
</ul>
CONTACTS: 
Internal: all Bank employees
 External: clients, other financial institutions
 
We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted.

220 PERSONAL BANKERS - UNIVERSAL BANKER 1

Valley Bank

<div><div>Responsibilities include but are not limited to:</div>
<ul><li>Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs.</li>
<li>Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met.</li>
<li>Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's).</li>
<li>Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships.</li>
<li>Actively collaborates with other lines of business to ensure the clients specific needs are met.</li>
<li>Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls.</li>
<li>Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line.</li>
<li>Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.</li>
<li>Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties.</li>
<li>Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.</li>
<li>Monitor outstanding loans and take necessary collection actions on past dues.</li>
<li>Educates the borrower on business line process, structure, and set expectations.</li>
<li>Analyzes, determines eligibility, originates, and structures loan requests.</li>
<li>Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed.</li>
<li>Recommends approval of customer applications for commercial loans.</li>
</ul><div></div>Requirements:
<div>Required Skills:</div>
<div><ul><li>Excellent interpersonal skills and written and verbal communication skills.</li>
<li>Ability to calculate figures and amounts such as discounts, interest and percentages.</li>
<li>Ability to work independently, manage multiple projects and meet deadlines.</li>
<li>Ability to prioritize and organize assignments while working on multiple projects simultaneously.</li>
<li>Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.</li>
</ul><div>Required Experience:</div>
<ul><li>High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience.</li>
<li>Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.</li>
</ul>
</div> 
Additional Details : At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. 
 
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to &quot;Pay Transparency Law&quot;; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.</div>

Comm'l Business Banker

Ballston Spa National Bank

<div>Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally recognized bank and a capital region Best Place to Work!
A DAY IN THE LIFE
On a daily basis, the Relationship Banker II will provide service to customers completing deposit and loan transactions, receipt and payment of cash, and other service related functions. You will be responsible for identifying customer needs and offering appropriate product and service solutions. This position may also be required to work at other branch locations. Our branches operate Monday through Saturday; Saturday availability is required.
QUALIFICATIONS<ul><li>
Successful candidates will have a minimum of an Associate's Degree, Bachelor's Degree in business or related field preferred;</li><li>
Prior experience in a sales and/or service oriented environment and prior cash handling experience required;</li><li>
One to three years' experience in a customer-focused setting, banking preferred;</li><li>
Strong work ethic and attention to detail, and the ability to multi-task required.</li></ul>
OUR INVESTMENT IN YOU
BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.
We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction.
ABOUT BALLSTON SPA NATIONAL BANK
Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Twenty-one full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.
BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.</div>

Relationship Banker

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based New Braunfels Texas at the West New Braunfels branch.
 
Bilingual Spanish Preferred
 
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
 Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
 Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
 Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
 Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
To learn more about this opportunity, please watch this video .
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
 
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education No Degree
 
Certifications No Required Certification(s)
 
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Personal Banker West New Braunfels

Andover Bank

<div>POSTION SUMMARY
The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:
ESSENTIAL DUTIES AND RESPONSIBILITIES<ul><li>
Regular onsite attendance</li><li>
Flexible to work at other locations as needed</li><li>
Ability to work well with others in a team environment</li><li>
Provides accurate, efficient and exceptional customer service to internal and external customers</li><li>
Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines</li><li>
Satisfactorily completes all training required for the position</li></ul>
Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center&rsquo;s profitability.
<ul><li>Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.</li><li>
Operations- Follows confidentiality guidelines and understands basic bank procedures.</li><li>
Sales- Accountable for own referrals.
</li><li>Products- Has a basic understanding of Andover Bank products and services.
</li><li>Goals- Achieves referral goals following Introductory period and helps with branch goals.</li><li>
Knowledge- Passes assigned tests and courses.</li></ul>
Customer Service<ul><li>
Fully understands Andover Bank&rsquo;s service standards and must meet or exceed them.</li></ul>
Career Path
At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required.
<ul><li>Vault back-up</li><li>
Basic customer account maintenance</li><li>
Assist with ATM</li><li>
Order checks</li><li>
Branch end of day procedures</li><li>
Satisfactory balancing records</li><li>
Meets or exceeds service standards</li><li>
Minimal to no errors on customer transactions</li><li>
Efficient customer transactions</li><li>
Contributes to the overall team goals.
</li><li>Other duties as assigned</li></ul>
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION/EXPERIENCE
High school diploma or general education degree (GED) required. Six months related sales or banking experience preferred.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
OTHER QUALIFICATIONS
Computer Skills: Ability to perform basic computer skills and operate computer programs. Proficient in Microsoft Word and Excel.
Customer service skills
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
WORKING ENVIRONMENT/CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
No hazardous or significantly unpleasant conditions (such as a typical office)</div>

Part Time Client Service Rep I

State Bank of India

<div><h4 class="jobSectionHeader">JOB SUMMARY:</h4>
Responsible for delivering exceptional customer service to our banking customers. The Client Services Representative must go beyond handling customer transactions in a timely and professional manner, to engage customers and optimize ways to maximize their banking experience. Cross-sells bank products and processes customer transactions including but not limited to deposits, withdrawals, check cashing, remittances, and opening of new accounts. Complies with Federal and state laws and follows Bank policies and procedures.
<h4 class="jobSectionHeader">
ESSENTIAL FUNCTIONS:</h4><ul><li>
Processes transactions timely and accurately including deposits, withdrawals, cash advances, stop payments, blocks, wire transfers, remittances and any other transactions needed by customers.</li><li>
Develops strong knowledge of bank products and services; recommends bank services that align with customer needs and cross sells effectively.</li><li>
Follows bank policies and procedures, operates cash drawer in accordance with bank cash limits, balances cash drawer independently and complies with the Bank&rsquo;s over/short policy.</li><li>
Opens and closes customer accounts, including but not limited to checking, savings, and certificates of deposits.</li><li>
Achieves highlevel professional standards with work processes and outcomes. Processes transactions within authorized limits, which includes checkcashing limits and obtains managerial approval on all required transactions; completes servicing transactions accurately and efficiently, which may include maintaining a cash drawer, cash handling and balancing. Monitors and checks work for precision, clarity, and completeness; produces quality results.</li><li>
Contributes to the fulfillment of department and bank objectives and goals. Including but not limited to making phone calls to cross sell bank products, attending sales blitz events, and participating in sales programs to generate new customers.</li><li>
Orders, receives, verifies and distributes cash.</li><li>
Admits customers to safe deposit boxes.</li><li>
Leverages tools and resources to ensure accurate and consistent information of bank products and services and connects those to customer needs.</li><li>
Researches customer inquiries and ensures satisfactory resolution. Resolves technical and tactical issues related to account opening process, teller and customer service transactions.</li><li>
Where appropriate, actively takes advantage of all sales opportunities, crossselling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for nonbanking products.</li><li>
Maintains proper security controls regarding currency and negotiable instruments. Reviews reports in order to adequately identify and report all cash transactions and monetary purchases as required by the bank&rsquo;s BSA/AML reporting and recordkeeping procedures.</li><li>
Supports Bank compliance efforts by completing compliance and other technical training workshops as assigned. Ensures compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations including but not limited to: BSA and OFAC requirements, Regulation E, Regulation GG, and ACH Rules.</li><li>
Performs duties to ensure proper identification and information gathering of all parties subject to SBIC&rsquo;s Customer Information Program (CIP) and Customer Due Diligence Programs.</li><li>
Reviews reports to detect Suspicious Activity and files required reports to the BSA Officer or designee as found.</li><li>
Adheres to Bank policies and procedures and complies with all United States Federal and State Regulations including the Bank Secrecy Act, AntiMoney Laundering Act, Elder Abuse Law, USA PATRIOT Act, and OFAC laws and their implementing regulations. Complies with Wage and Hour regulations, including but not limited to taking meal and rest periods timely, recording time accurately, and reviewing/approving timecard.</li><li>
Detects Suspicious Activity and files required reports to the BSA Officer or designee as found.</li><li>
Other duties assigned by the supervisor or branch manager that are appropriate to the position.</li><li>
Regular and punctual attendance is required.</li></ul><h4 class="jobSectionHeader">
REQUIREMENTS:</h4><ul><li>
High School diploma or equivalent</li><li>
Minimum 1 year related and/or training in banking or highvolume cash handling.</li></ul><h4 class="jobSectionHeader">
SKILLS AND KNOWLEDGE:</h4><ul><li>
Excellent client service and communication skills with the ability to interact with a variety of bank clients.</li><li>
Knowledge of Federal Banking regulations pertaining to customer accounts.</li><li>
Experience with FIS core banking application or other banking software.</li><li>
Must be well organized and selfdriven to meet deadlines.</li><li>
Demonstrated ability to follow policies and procedures with written instructions as well as verbal instructions or directions from the manager.</li><li>
Ability to work branch hours, including weekends and some evenings.</li></ul><h4 class="jobSectionHeader">
QUALIFICATIONS:</h4>
To perform this job successfully, an individual must be able to meet minimum qualifications. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<h4 class="jobSectionHeader">
About State Bank of India (California)</h4>
State Bank of India (California) is a full-service financial institution, offering an extensive portfolio of lending solutions as well as comprehensive consumer, business, and international services. The Bank was established in 1982 as a California State Chartered Bank under the Department of Financial Institutions in Los Angeles, California. At present, we have a total of seven branches throughout California with our headquarters located in Downtown Los Angeles. Through its branch and online network, SBIC has a strong presence and specialization in specific business sectors and expanded strategic markets. SBIC is dedicated to servicing our customers and community throughout California and now through our online account opening platform, across United States.</div>

Client Services Representative (20 hours)

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