banking specialist

Orrstown Bank

The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
<br><br>
A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.
<br><br>
Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.

Banking Specialist II

Tompkins Community Bank

<div>Overview:
<p>
The Digital Banking Specialist I is responsible for supporting Tompkins Electronic Payments and Digital Banking solutions. This role provides Tier II support and troubleshooting for retail and business digital banking platforms and cash management solutions. The specialist will onboard new customers, maintain existing accounts, and research complex issues, escalating to the Digital Banking Supervisor or third-party technology partners when necessary.</p>
Responsibilities:
<ul><li>Maintain comprehensive knowledge of digital banking platforms, Treasury Management services, and Core Banking Systems.</li><li>
Respond promptly to customer inquiries via phone, email, secure messages, and chat, ensuring adherence to service level agreements (SLAs).</li><li>
Assist with the testing, implementation, and maintenance of new features and enhancements.</li><li>
Support digital banking initiatives to achieve account growth, service quality, and profitability objectives.</li><li>
Collaborate with internal departments to report and discuss system issues and product enhancement requests.</li><li>
Track and resolve client issues related to supported solutions.</li><li>
Respond to audit inquiries, ensure compliance, and assist with audit preparation.</li><li>
Manage inventory and fulfill orders for remote deposit scanners.</li></ul><p><b>
Onboarding Activities:</b></p><ul><li>
Handle incoming calls, emails, secure messages, and chats to fulfill servicing and maintenance requests.</li><li>
Process and verify digital banking account applications and maintain existing accounts in accordance with department policies and procedures.</li><li>
Set up new Cash Management customers and ensure timely handling of set-up requests while adhering to departmental procedures and guidelines.</li></ul><p><b>
Support Activities:</b></p><ul><li>
Possess a strong understanding of all Tompkins Digital Banking and Cash Management solutions.</li><li>
Respond to customer inquiries and resolve escalated issues related to digital banking and cash management solutions.</li><li>
Communicate the features and benefits of digital banking solutions to current and prospective customers.</li><li>
Research and resolve ACH and Wire support questions and issues for internal and external customers.</li></ul>
Qualifications:
<ul><li>High school diploma or equivalent. Associate&rsquo;s degree preferred.</li><li>
Minimum of 1 year of banking experience.</li><li>
Prior customer service experience.</li><li>
Acute attention to detail and ability to prioritize in a fast-paced environment.</li><li>
Proficiency in computer programs and basic accounting skills.</li><li>
Exceptional interpersonal skills and an analytical mindset.</li><li>
Experience with wire transfers, ACH, or direct deposit services preferred.</li></ul>
Benefits:
<ul><li>Medical</li><li>
Dental</li><li>
Vision</li><li>
401(k) Match</li><li>
Profit Sharing</li><li>
Paid Time Off</li><li>
11 Holidays</li><li>
Tuition Reimbursement</li><li>
Free Parking throughout Tompkins Community Bank</li><li>
Employee Referrals</li></ul>
EEO Statement:
<p>
Tompkins is committed to a policy of Equal Employment Opportunity (&quot;EEO&quot;) with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.</p><p>
For more information, please click here</p><p>
#communitybank</p><p>
#LI-hybrid</p>
Pay Range: USD $19.50 - USD $21.50 /Hr.</div>

Digital Banking Specialist I

First Bank & Trust

<div><div>Job Description:</div><div></div><div><div>
This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.</div></div><div></div><div><div><br>
Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver.</div></div><div></div><div><div><br>
Principal Responsibilities:</div></div><div><ul><li><div>
Provide a superior service experience that not only satisfies the wants and needs of the bank&rsquo;s guests but provides them with a unique experience indicative of First Bank &amp; Trust&rsquo;s culture and commitment to the communities we serve.</div></li></ul></div><div><ul><li><div>
Enthusiastically develop, maintain, and grow new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility.</div></li></ul></div><div><ul><li><div>
Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s).</div></li></ul></div><div><ul><li><div>
Anticipate needs and advise clients on solutions that personally benefit them.</div></li></ul></div><div><ul><li><div>
Assist in the opening of new accounts and establishing new relationships.</div></li></ul></div><div><ul><li><div>
Be an expert and educate clients in the bank&rsquo;s suite of products, services and processes that meet both client and community needs.</div></li></ul></div><div><ul><li><div>
Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs.</div></li></ul></div><div><ul><li><div>
Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines.</div></li></ul></div><div><ul><li><div>
Act in accordance with FBT policies and procedures as set forth in the employee handbook.</div></li></ul></div><div><ul><li><div>
Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor.</div></li></ul></div><div>
Compensation Grade</div>
Hourly Grade 3<div></div><div><i>
First Bank &amp; Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete </i><div>Equal Employment Opportunity Policy Statement</div><i>. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email </i><div><i>hr@bankeasy.com</i></div><i>.</i></div></div>

Retail Banking Specialist

BELL BANK

<div><p>A Personal Banking Specialist (PBS) provides basic support for personal banking services, such as account management and performs advanced teller functions with a high degree of accuracy and efficiency and provides comprehensive support for personal banking services. This includes assisting customers with account management, educating customers on Bell Bank's products and services, and providing assistance on these products to meet customers' financial needs.</p>
<p>
</p><p><b>Responsibilities</b></p>
<p><b>
Personal Banking Duties:</b></p>
<ul>
<li>Delivers exceptional customer service by engaging with customers in a professional, friendly, and efficient manner.</li>
<li>Conducts professional meetings with current and prospective customers to assess their financial needs and objectives.</li>
<li>Opens and maintains personal and business accounts.</li>
<li>Has basic knowledge of banking products, including checking and savings accounts, certificates of deposit, and individual retirement accounts. They can recommend and customize solutions for customers based on financial goals.</li>
<li>Actively identifies cross-selling opportunities and works to grow the bank's portfolio by recommending financial products and services tailored to customer's needs.</li>
<li>Meet individual goals and assist in meeting branch goals.</li>
<li>Resolves customer inquiries and issues by gathering relevant information, researching records, and ensuring prompt, satisfactory resolutions.</li>
<li>Manages overdrafts, collections, and technical exceptions for assigned accounts.</li>
</ul>
<p></p><p><b>Teller Duties: (Frequency of these functions will be determined by branch needs.)</b></p>
<ul>
<li>Accurately processes simple and complex (sensitive or high value) financial transactions, fulfilling customer requests in a timely manner to ensure the highest customer satisfaction. Assist less experienced team members with handling complex transactions while seeking the best customer resolutions.</li>
<li>Addresses simple and complex customer issues and grievances as able. Escalates complex customer issues and seeks guidance from senior staff when a situation or grievance falls outside of current policies and procedures.</li>
<li>Produces high quality technical work with strong attention to detail, ensuring accuracy with minimal errors.</li>
<li>Knows what services Bell Bank offers and seeks opportunities to refer customers and/or non-customers to appropriate personnel/teams. This role serves as a basic educational resource, providing immediate base-level support to customers on the details of Bell Bank's products and services.</li>
<li>Assists in creating a clean and professional environment by maintaining neat, uncluttered tills, teller lines, and customer areas.</li>
<li>Maintains security and confidentiality of personal customer information.</li>
</ul>
<p></p><p><b>Bell Bank Culture, Policy and Accountability Standards:</b></p>
<ul>
<li>Know by name and face as many customers and employees as possible, calling them by name as often as possible.</li>
<li>Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.</li>
<li>Know, understand, and live the company values and bottom line.</li>
<li>Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.</li>
<li>All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.</li>
<li>Prompt and reliable attendance.</li>
<li>Perform other duties as assigned.</li>
</ul>
<p><b>Education, Experience, and Other Expectations</b></p>
<ul>
<li>High school diploma or GED.</li>
<li>2-4 years of customer service experience.</li>
<li>2 years of working in a banking, financial, or professional setting, preferred.</li>
<li>Experience using Microsoft products: Outlook, Word, Excel, preferred.</li>
</ul>
<p></p><p><b>Knowledge, Skills, and Abilities</b></p>
<ul>
<li>Bookkeeping, calculator, and keyboarding skills.</li>
<li>Good communication, listening, and social skills</li>
<li>Attention to detail.</li>
<li>Timeliness and reliability.</li>
<li>Ability to be flexible, prioritize tasks, and stay poised under pressure.</li>
<li>Ability to work flexible hours to include mornings, evenings, and Saturdays (branch specific) as scheduled.</li>
<li>Flex PBS must be flexible in schedule and have ability to commute to any location within a specific region as needed.</li>
<li>Part Time PBS must work a set minimum number of hours per week, as determined by the branch leadership.</li>
</ul>
<br>
Additional Details :
<div><p>If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.</p>
<p>
Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.</p>
<p>
Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.</p>
<p><b>
Bell's Values:</b></p>
<p>
As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:</p>
<ul>
<li>Promoting and sustaining our family atmosphere.</li>
<li>Providing unequaled personal service to each and every customer.</li>
<li>Paying it forward</li>
</ul>
<p><b>Our Bottom Line:</b></p>
<p>
Happy Employees! Happy Customers!</p>
<p>
</p><p>In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit-sharing plan. All benefits are subject to eligibility requirements.</p>
<div>
</div><div><b>Bell Bank</b></div>
<div><b>Equal Opportunity Employer</b></div></div><br>
<br>
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>

Personal Banking Specialist - Duluth, MN

MT. MCKINLEY BANK

<p><b>Job description</b></p><p><b>Work for Alaska's Best Bank!</b></p><p>If you enjoy being part of a busy energetic environment with lots of new faces everyday, we have the perfect job for you! At <b>Mt. McKinley Bank</b>:</p><p><b>We love teamwork!</b></p><p><b>We love well-being!</b></p><p><b>We love our community!</b></p><p>We are seeking team members to deliver an excellent level of service to our customers! If you have strong attention to detail, this is the job for you!</p><p><b>FAIRBANKS LOCATION:</b></p><p>Full-time: 40 hours per week, regular schedule, occasional Saturdays. Move between Branches as needed.</p><p><b>Essential Duties and Responsibilities:</b></p><p>- Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.</p><p>- Verifies customer identity. Cashes checks and pays out money after verification of customer signatures, balances and banking relationship.</p><p>- Enters customers' transactions into computer to record transactions, and issues computer generated receipts.</p><p>- Places hold on accounts for uncollected funds and stop payment orders.</p><p>- Files all teller line daily work.</p><p>- Orders daily supply of cash, and counts incoming and outgoing cash.</p><p>- Prepares currency transaction reports when necessary.</p><p>- Balances currency, coin, checks received, money orders and cashier's checks sold in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.</p><p>- Explains, promotes, or sells products or services such as, money orders, cashier's checks, loans, online banking and telephone teller and visa debit/ATM cards.</p><p>- Logs and processes night depository transactions and accepts utility bill payments, loan payments, check orders and wire transfer requests.</p><p>- Assists customers in setting up automatic transfers, sweep accounts and assists with statement discrepancies.</p><p><b>Qualifications:</b></p><p>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. We prefer at least one year of cash handling experience and two years of customer service experience.</p><p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p><b>Education and/or Experience:</b></p><p>High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.</p><p><b>OUR BENEFITS (full-time):</b></p><ul><li>Medical / Dental / Vision Insurance</li><li>Paid Time Off</li><li>Holiday Pay (Federal Holidays)</li><li>Retirement Plan</li><li>Life Insurance / AD&amp;D</li><li>Long Term Disability Coverage</li><li>Short Term Disability Coverage</li><li>Aflac Insurance Plans</li><li>Educational Reimbursement</li><li>On-site Gym at our Downtown Branch</li><li>Wellness Benefits</li><li>Banking Service Benefits</li><li>And more!</li></ul><p><b>Member FDIC</b></p><p><b>EEO Employer</b></p><p>Job Type: Full-time</p><p>Pay: $20.00 - $23.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Personal Banking Specialist (Teller)

MERCOR

<div><p><b>About the job</b></p><p><b>
Mercor</b> connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include <b>Benchmark</b>, <b>General Catalyst</b>, <b>Peter Thiel</b>, <b>Adam D'Angelo</b>, <b>Larry Summers</b>, and <b>Jack Dorsey</b>.</p><p><b>
Position:</b> Investment Banking Expert<br>
<b>Type:</b> <b>Contract</b><br>
<b>Compensation:</b> <b>$130/hour</b><br>
<b>Location:</b> <b>Remote</b><br>
<b>Duration:</b> <b>Minimum four weeks</b><br>
<b>Commitment:</b> <b>10+ hours/week</b></p><p><b>
Role Responsibilities</b></p><ul><li>
Evaluate the accuracy and depth of <b>financial models</b> to strengthen reasoning and rigor in <b>model outputs</b>.</li><li>
Review complex <b>investment banking content</b> for alignment with domain principles and methodologies.</li><li>
Provide clear, structured feedback to <b>AI research teams</b> to improve <b>training data</b> quality and downstream performance.</li><li>
Develop <b>evaluation rubrics</b> and benchmarks for assessing <b>AI-generated financial tasks</b> and solutions.</li><li>
Collaborate with <b>subject matter experts</b> to ensure consistency, relevance, and coverage across datasets.</li><li>
Work <b>independently and asynchronously</b> to meet deadlines while improving <b>AI model performance</b>.</li></ul><p><b>
Qualifications</b></p><p><b>
Must-Have</b></p><ul><li><b>
At least 2 years of experience</b> in investment banking at top firms.</li><li>
Experience in <b>Financial Modeling</b>, <b>Pitch Decks</b>, <b>Investment/Analysis Summaries and Memos</b>, or <b>Company/Industry Analysis</b>.</li></ul><p><b>
Compensation &amp; Legal</b></p><ul><li><b>
Hourly contractor</b></li><li><b>
Paid weekly</b></li></ul><p><b>
Application Process (Takes 20&ndash;30 mins to complete)</b></p><ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul><p><b>
Resources &amp; Support</b></p><ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul><p><i>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</i></p></div>

Investment Banking Analyst Specialist

Community West Bank

<div><b>STATUS:</b> Non-exempt, full-time, 40 hours per week
<br>
<b>DEPARTMENT: </b>Banking Services<br>
<b>LOCATION: </b>Sacramento Point West, CA<div><div><div><div><div><div><p><b><br>
Job Summary and Scope of Responsibility: </b>Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.</p><p></p><p><b><br>
Essential Functions:</b> With or without reasonable accommodation must be able to perform all essential job functions as described below.</p><ul><li>
Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.</li><li>
Monitor, maintain custody of, and balance drawer cash and coin.</li><li>
Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.</li><li>
Update and close consumer checking/savings accounts and safe deposit boxes.</li><li>
Assist clients with the completion of fraudulent activity dispute forms.</li><li>
Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.</li></ul><p></p><p><b><br>
Minimum Qualifications to Perform Essential Functions</b><br>
<b>Knowledge, Skills and Abilities:</b></p><ul><li>
Knowledge of and ability to accurately apply applicable federal/state banking regulations.</li><li>
Knowledge of consumer banking products and services.</li><li>
Aptitude and enthusiasm for client service and sales.</li><li>
Basic math skills (addition, subtraction, multiplication and division).</li><li>
Ability to identify denominations and count currency.</li><li>
Professional demeanor and speaking skills.</li><li>
Good judgment, decision-making, analytical and problem-solving skills.</li><li>
Professional and service-oriented demeanor and communication skills.</li><li>
Computer proficiency, including internet browsers and Microsoft Office Suite products.</li></ul><p></p><p><b><br>
Experience and/or Education:</b></p><ul><li>
One year (within last five) of branch teller and/or new accounts experience.</li><li>
Two years of recent experience opening business checking and trust accounts, preferred.</li><li>
Effective public speaking and presentation skills, preferred.</li></ul><p></p><div><div><p><br>
Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $22.00 - $30.00 Hourly.</p><div></div><div><div><p>
Equal Employment Opportunity Employer/Veterans/Disabled.</p></div></div></div></div></div></div></div></div></div></div></div><p></p>

Banking Center Specialist - Sacramento Point West

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