customer service banker

Citizens Bank

<div>Exciting opportunity alert! Join our team as a Personal Banker at The Citizens Bank in Portland, AR. As a Personal Banker, you will have the unique opportunity to work closely with our valued customers, helping them navigate their financial journey.
This position is perfect for someone who thrives in a customer-centric environment and enjoys building meaningful relationships. As a Personal Banker, you will be at the forefront of providing exceptional service and financial solutions. From helping customers with cash transactions, debit cards, accounts, and more, you will be at the center of our People First mission.
We believe in putting the customer first, and as a Personal Banker, you will play a vital role in delivering on that promise. This position is onsite, providing you with the opportunity to connect with customers face-to-face and make a real impact.
Don't miss out on this exciting opportunity to join a dynamic team and contribute to the success of our customers and organization. Citizens Bank offers great benefits to full time associates including time off, medical, dental, vision, health savings accounts, flex spending accounts, life insurance, a competitive 401(k) plan, and more! Apply now!<h3 class="jobSectionHeader">
HELLO, WE'RE THE CITIZENS BANK</h3>
Citizens Bank was founded in 1953 by a group of business and civic leaders. Citizens Bank is a financial services organization that is committed to serving the needs of the communities it serves. Its progressive community banking model focuses on the delivery of exceptional customer service while employing advanced technology and products which allow its customers to have one bank to serve all their needs. The Bank takes pride in a heritage of independence that honors the vision of its founders and remains dedicated to the financial progress of the people it serves. With a mission statement of People First, we always strive to deliver an amazing customer experience and provide the best products and services possible by every member of the Citizens Bank team.<h3 class="jobSectionHeader">
WOULD YOU BE A GREAT PERSONAL BANKER?</h3>
To excel in the role of Personal Banker at The Citizens Bank, certain skills are essential. First and foremost, you must have strong cash handling abilities to accurately and efficiently process transactions for our customers. Exceptional customer service skills are vital, as you will be the face of our organization, providing friendly and knowledgeable assistance to meet our customers' needs.
Effective communication skills are a must, both in person and over the phone, as you will be interacting with customers and collaborating with colleagues on a daily basis. Being computer savvy is also important, as you will work with various software and tools to process transactions, access customer information, and provide efficient service. If you possess these skills and are ready to contribute to our customer-focused environment, apply today and become a part of our team at The Citizens Bank.
Knowledge and skills required for the position are:<ul><li>
Cash Handling</li><li>
Customer Service</li><li>
Strong Communication Skills</li><li>
Computer Savvy</li></ul>
Citizens Bank is an Equal Opportunity Employer.</div>

Personal Banker - Portland Branch

Busey Bank

<div>Position Summary
The Relationship Banker (Floater) role blends the responsibilities of a teller and a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. This role travels between branch locations as needed to support operational coverage. In addition, the Relationship Banker (Floater) handles more complex banking activities, including opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.<h2 class="jobSectionHeader">
Duties &amp; Responsibilities</h2>
Customer Service &amp; Relationship Building<ul><li>
Travel between locations as needed throughout your day in the designated Kansas City Plaza &amp; Tomahawk</li><li>
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.</li><li>
Identify customer needs and offer solutions through the bank&rsquo;s products and services.</li><li>
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.</li><li>
Resolve customer concerns and issues promptly, ensuring a positive experience.</li></ul>
Sales &amp; Referrals<ul><li>
Promote and cross-sell bank products.</li><li>
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.</li></ul>
Account Management<ul><li>
Open and manage a variety of accounts.</li><li>
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.</li><li>
Provide assistance with and support for online banking services and digital banking tools.</li></ul>
Loan &amp; Credit Processing<ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul>
Transactions &amp; Cash Handling<ul><li>
Process transactions with a high degree of accuracy.</li><li>
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.</li></ul>
Compliance &amp; Risk Management<ul><li>
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.</li><li>
Maintain confidentiality of customer information and ensure compliance with privacy regulations.</li><li>
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.</li></ul>
Operational Support<ul><li>
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.</li></ul><ul><li>
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.</li><li>
Travel between the local branches Kansas City Plaza &amp; Tomahawk..</li></ul><h2 class="jobSectionHeader">
Education &amp; Experience</h2>
Knowledge of:<ul><li>
Strong sales and customer service skills</li><li>
Strong oral and written communication skills</li><li>
Basic math and accounting functions</li></ul>
Ability to:<ul><li>
Accurately count money</li><li>
Perform duties and make decisions under frequent time pressures</li><li>
Stand for extended periods of time</li></ul><ul><li>
Lift 50 pounds</li><li>
Demonstrate flexibility by traveling between branch locations to support staffing and operational needs</li></ul>
Education and Training:<ul><li>
Requires a High School diploma.</li><li>
Requires previous banking and/or sales experience.</li><li>
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (&ldquo;SAFE Act&rdquo;), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System &amp; Registry (&ldquo;NMLS&rdquo;). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.</li><li>
Requires knowledge of Microsoft Office.</li></ul>
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $20-$24/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being&mdash;now and in the years to come&mdash;are important to us. Busey&rsquo;s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, wellness incentives and an employee assistance program. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey&rsquo;s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey&rsquo;s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (&ldquo;Agency&rdquo;), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (&ldquo;Agreement&rdquo;). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.</div>

Relationship Banker Float | Kansas City Plaza & Tomahawkk

Century Savings Bank

<div>Position Summary
Under the general supervision of the assigned manager, the Universal Banker position is a position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization. The Universal Banker follows the established policies and procedures for this area, in accordance with the bank and supervisor's direction. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
Manages a cash drawer on a daily basis, balancing all monies in cash drawers at the end of shifts. Evaluates transactions and checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Transactions are completed accurately and courteously while adhering to operational procedures, referring questions to supervisor as needed.
Promptly and cordially greets individuals as they enter the branch, promoting strong customer and client interactions and building relationships, participating in cross-selling, and offering new products and features in accordance with our Customer Service Standards of Excellence.
Places applicable holds on accounts, ensuring immediate supervisory review.
Provides access to safe deposit boxes.
Demonstrates positive risk management decisions (including displaying a strong knowledge of guidelines for fraud prevention and robbery) while maintaining a work area that ensures the safety of all negotiable and confidential records.
Reports any suspicious activity and performs all daily functions as outlined in the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.
Performs ATM/coin machine settlement and customer assistance.
Supplements general platform service responsibilities as required.
Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information.
Answers customer inquiries (both in-person and via telephone) about account types and banking products, such as CD's, money market accounts, and debit cards.
Researches and resolves customer problems, acting as the customer liaison between other bank departments as necessary.
Assists in creating Customer Identification File (CIF) records.
Ensures operational and financial safety and soundness.
Displays a spirit of teamwork and dedication to the goals and objectives of the bank.
Performs other related duties as assigned. 
See attached job description for additional detail.</div>

Universal Banker I

SouthState Bank

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
 
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
 
SUMMARY/OBJECTIVES
 The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
 
ESSENTIAL FUNCTIONS
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
 Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
 Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
 Presents a neat and professional personal appearance, in accordance with bank policy.
 Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
 Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
 
Teller Duties: 
Processes transactions for savings, checking, and loan accounts.
 Maintains a neat and orderly work area.
 May assist in guiding and training new tellers.
 May allow customers access to safe deposit boxes.
 Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
 Sells certified checks.
 Balances transactions daily.
 May service/balance ATM.
 May utilize the branch capture system.
 Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
 Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
 
FSR Duties: 
Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
 Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
 Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
 Is knowledgeable of financial services offered by the bank.
 Shows sincere appreciation for each customer’s time and business. Gives business card if not already given.
 Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
 Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
 
UNIVERSAL BANKER FUNCTIONS
 One year of teller or cash handling experience and six months customer relationship building or sales experience
 Demonstrated expertise in the Teller II and basic FSR job functions
 Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
 Other duties as assigned
 
Qualifications, Education, and Certification Requirements
 Education : High School diploma or equivalent
 Experience : Cash handling, sales, customer service. Previous banking experience preferred.
 Specific Knowledge : Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
 
TRAINING REQUIREMENTS/CLASSES
 The SouthState Way New Team Member Orientation
 Teller Foundations
 Banker Foundations
 All assigned Regulatory Compliance Training
 Acknowledgement of all policies through DocuSign as assigned
 Additional training may be required dependent upon experience
 
PHYSICAL DEMANDS
 Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
 
WORK ENVIRONMENT
 This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
 
TRAVEL
 Travel may be required to come to meetings or training as needed.
 
Work Location: 1121 Boundary Street Beaufort, South Carolina 29902
 
Equal Opportunity Employer, including disabled/veterans.

Universal Banker I - Beaufort, SC

QNB Bank

<div>QNB Bank is seeking an experienced banker for the position of full-time Universal Banker in the Perkasie Office.
GENERAL DUTIES AND RESPONSIBILITIES:<ul><li>
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate.
</li><li>Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.</li><li>
Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.</li><li>
Opens, closes, and services every type of deposit product, able to take and disburse loans.</li><li>
Perform branch functions requiring an in-depth knowledge of branch transactions. Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.</li><li>
May ensure daily office settlement.</li><li>
Assists in the training of personnel and may be a member of a committee (i.e. Safety Committee) and train personnel on the information obtained from attending committee meetings.</li><li>
Assists in processes and prepares branch cash and settlement.</li><li>
Able to relate to other people beyond giving and receiving instructions.</li><li>
Supportive of community through involvement and participation in local volunteer and/or charitable organizations.</li><li>
Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.</li><li>
Required availability of all operating branch hours which can include holidays and weekends.</li><li>
Assumes additional job-related duties as requested.</li></ul>
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:<ul><li>
Must be proficient in all aspects of job.</li><li>
High School diploma or equivalent.</li><li>
Complete Universal Banker Certification Checklist.</li><li>
Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.</li><li>
Successful in motivating team members in all aspects of QNB's Service Excellence.</li><li>
Ability to lift and maneuver 25-30-pound coin bags.</li><li>
Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.</li><li>
Requires strong reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent (completion of some college courses preferred but not required).</li><li>
Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
</li><li>This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
</li><li>Must fulfill re-certification of Universal Banker I requirements annually.</li><li>
PA Notary</li><li>
Ability to solve problems and carry on without supervision.</li></ul>
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:<ul><li>
Successful completion of Banking Fundamentals and Consumer Lending.
</li><li>Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.</li></ul></div>

Universal Banker - Perkasie Office

CNB St. Louis Bank

<div>Job Title: Universal Banker
Department: Retail Banking
Reports to: Banking Center Manager
Job Status: Full Time
Supervisory Responsibilities: NA
Purpose of Position
The Universal Banker will work directly with our customers to meet their needs and support all products and services in our retail and commercial lines of business while projecting a professional and welcoming image with maintaining operational control when delivering amazing service to customers
Essential Responsibilities:<ul><li>
Responsible for providing accurate and high-quality customer service in all aspects of conducting financial transactions for customers, including cashing checks, accepting deposits, selling monetary instruments, and maintaining account records.</li><li>
Balancing daily transactions, verifying cash totals; is constantly aware of and monitors all account transactions for suspicious activity and assists in balancing.</li><li>
Customer service and problem solving in all aspects of teller operations needed.</li><li>
Responsible for selling a full range of retail deposit products and banking services to customers and prospective customers.</li><li>
Maintains a portfolio of existing customers for cross selling of bank services.</li><li>
Follows all Bank policies, procedures and compliance regulations.</li></ul>
Preferred Education, Experience, Technical Knowledge and Skills:<ul><li>
High School diploma or equivalent.</li><li>
A college degree is preferred.</li><li>
Bank experience preferred.</li><li>
Must have at least six months to one year cash handling experience.</li><li>
Additionally, usually 2 years of sales or service experience.</li></ul>
CNB St. Louis Bank is an equal opportunity employer and does not discriminate in employment on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>

Universal Banker - Part-time

Commerce Bank

<div>About Working at Commerce
Building a career here is more than just steps on a ladder. It&rsquo;s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let&rsquo;s talk. 
Compensation Range
Hourly: $20.55 - $25.05 (Amount based on relevant experience, skills, and competencies.)<div>
About This Job
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you&rsquo;ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You&rsquo;ll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we&rsquo;re looking for a new Personal Banker to join our team at our Jackson location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you&rsquo;ll:<ul><li>
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.</li><li>
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers&rsquo; financial needs.
</li><li>Actively listen to our customers so you can make appropriate recommendations that match their needs.</li><li>
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.</li><li>
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.</li><li>
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.</li><li>
Be able to earn more than your base pay through our quarterly incentive program.</li></ul>
Work Schedule<ul><li>
Monday - Friday 8:15 AM - 5:15 PM, Saturdays 8:45 AM - 12:15 PM</li></ul></div>
Essential Functions<ul><li>
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment</li><li>
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.</li><li>
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals</li><li>
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements</li><li>
Identify complex financial needs and refer customers to bank specialists when appropriate.</li><li>
Perform other duties as assigned</li></ul>
Knowledge, Skills &amp; Abilities Required<ul><li>
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
</li><li>Ability to meet personal and branch sales and customer services expectations
</li><li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li><li>
Team player with excellent written, verbal and interpersonal communication skills</li><li>
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values</li><li>
Proficient with Microsoft Word, Excel and Outlook</li></ul>
Education &amp; Experience<ul><li>
High School diploma or equivalent combination of education and experience required</li><li>
1+ years sales or customer service experience required</li><li>
Experience working in an environment with individual and team sales goals preferred</li></ul>
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I and II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.55 to $25.05 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-RT1
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.
Location: 2025 E Jackson Blvd, Jackson, Missouri 63755
Time Type:
Full time</div>

Personal Banker

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