financial service representative

San Diego County Credit Union

<div><div><div><p><b>Position Summary:</b></p><p>
The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members&rsquo; needs and increase member satisfaction. Maintain quality service standards set by the organization.</p><p><b>
Minimum Qualifications (Education, Experience, Skills)</b></p><ul><li>
High school diploma or equivalent.</li><li>
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members&rsquo; financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.</li><li>
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.</li><li>
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.</li><li>
Demonstrated professional human relations, communication and organizational skills.</li><li>
College level math and financial calculation skills.</li><li>
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)</li><li>
Professional appearance and demeanor.</li></ul><p><b>
Essential Duties and Responsibilities</b></p><ul><li>
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.</li><li>
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.</li><li>
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.</li><li>
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.</li><li>
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.</li><li>
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.</li><li>
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.</li><li>
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.</li><li>
Provide timely closing of loans through consistent follow-up of loan approvals.</li><li>
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.</li><li>
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.</li><li>
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.</li><li>
Participate in business development activities including participating in orientations and offsites.</li><li>
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.</li><li>
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.</li></ul><p><b>
Other Duties and Responsibilities</b></p><ul><li>
Act as an MSR or Receptionist as directed by management.</li><li>
Support management in community development activities.</li><li>
Maintain safe deposit boxes, as applicable.</li><li>
May be required to work weekends and/or extended hours, to include offsite events.</li><li>
Perform other duties as assigned.</li></ul><p><b>
Physical Demands and Work Environment</b></p><p>
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.</p><p>
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.</p><p>
The employee must 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 the ability to adjust focus.</p><p>
The noise level in the work environment is usually moderate.</p></div></div><br>
Monday - Friday: 8:30am.5:30pm<br>
Saturday: 8:30am/2:30pm (Rotating)<br>
Sunday: OFF<br>
Full Time - 40 hours a week</div>

Financial Service Representative I (Rancho Bernardo)

<div><div><div><div><b>Position Summary:<br>
</b></div><div></div><div>The position of Financial Service Representative II is established to build and deepen relationships with members and potential members, by providing professional and accurate information when opening new accounts, securing loans, as well as offering a full range of Credit Union products and services to meet members&rsquo; needs and increase member satisfaction. Maintain quality service standards set by the organization.<br>
</div><div></div><br>
<p><b>Minimum Qualifications (Education, Experience, Skills)
</b></p><ul><li>High school diploma or equivalent.
</li><li>3 years of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members&rsquo; financial needs.
</li><li>Demonstrated ability, thorough knowledge of and a willingness to actively promote credit union products and services.
</li><li>Strong track record of meeting or exceeding performance goals.
</li><li>Proficient knowledge of Credit Union and/or financial institution loan policies and procedures.
</li><li>Demonstrated professional human relations, communication and organizational.
</li><li>College level math and financial calculation skills.
</li><li>Basic level computer skills, including MS Office applications (Word, Excel, Outlook).
</li>Professional appearance and demeanor.<br>
<li>
</li></ul><div></div><div><b>Essential Duties and Responsibilities
</b></div><ul><li>Build relationships with members and potential members to determine their financial needs to recommend appropriate products and services.
</li><li>Identify opportunities to leverage partners and connect member with the appropriate partner to meet their needs.
</li><li>Partner with financial advisors to identify opportunities to introduce members with investment or retirement needs.
</li><li>Provide quality member service consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
</li><li>Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
</li><li>Prepare documentation for new accounts and/or loans, ensuring adherence to legal requirements and Credit Union policies and procedures.
</li><li>Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
</li><li>Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
</li><li>Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
</li><li>Participate in business development activities, including attending orientations and off site activities.
</li><li>Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Demonstrate initiative to identify activities and behaviors to improve service levels and to support co-workers in building skill with product knowledge and member first behaviors.
</li>Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.<br>
<li>
</li></ul><div></div><div><b>Other Duties and Responsibilities
</b></div><ul><li>Act as a MSR or Receptionist as directed by management.
</li><li>Support management in community development activities.
</li><li>Maintain safe deposit boxes, as applicable.
</li><li>May be required to work weekends and/or extended hours to include offsite events.
</li>Perform other duties as assigned.<br>
<li>
</li></ul><div></div><div><b>Physical Demands and Work Environment<br>
</b></div><div></div><br>
<div>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.<br>
</div><div></div><div>While performing the duties of this job, the employee is regularly required to use hands to handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.<br>
</div><div></div><div>The employee must 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 the ability to adjust focus.<br>
</div><div></div><div>The noise level in the work environment is usually moderate.<br>
</div></div></div><br>
Monday-Friday: 8:30am-5:30pm
<br>
Saturday: 8:30am-2:30pm (Rotating)
<br>
Sunday: OFF
<br>
Full Time - 40 hours a week</div>

Senior Financial Service Representative/Personal Banker (Santee)

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $16 - $17</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Financial Services Representative

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15 - $17</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

CEFCU

<div><div>Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?<br>
<br>
Apply to join Team CEFCU!</div><div></div><div><i>
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!</i></div><div></div>
The Member Service Representative I is responsible for processing a wide variety of financial transactions (deposits, withdrawals, loan payments, to name a few) and opens new accounts. This individual is also responsible for enhancing members&rsquo; financial well-being by determining needs, providing financial education and cross selling members/potential members on CEFCU products and services.<br>
<br>
Additional responsibilities include, but are not limited to:<br>
<ul><li>Maintain organization viability through goal attainment set forth in member center and corporate balanced scorecards.</li><li>Promote a needs-based sales and service culture by living CEFCU's mission, vision, and values, and supporting member center and corporate balanced scorecards initiatives.</li><li>Supports other Member Centers in the region as needed for the purposes of cross training and to cover staffing shortages to meet business demands and maintain appropriate service levels.</li></ul><br>
This is a full-time position (minimum 37.5 hours for the week); availability to work on Saturdays is required.<br>
<br>
The hourly rate of pay for new hires is $23.18/hour.<br>
<br>
Required Qualifications:<br>
<ul><li>High school diploma or equivalent is required.</li><li>Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).</li><li>One year of previous customer service experience with cash handling.</li><li>Must be sales/solutions/service oriented and work well in a production/goal attainment environment</li></ul><br>
Preferred Qualifications:<br>
<ul><li>One year of customer service experience, including cash handling, preferably with a financial institution.</li></ul><br>
It is CEFCU&rsquo;s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.<div></div><div>
Required Qualifications:</div><ul><li>
High school diploma or equivalent is required.</li><li>
Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).</li><li>
One year of previous customer service experience with cash handling.</li><li>
Bilingual skills in Spanish are required for some positions.</li><li>
Must be sales/solutions/service oriented and work well in a production/goal attainment environment</li></ul><div><br>
Preferred Qualifications:</div><ul><li>
One year of customer service experience, including cash handling, preferably with a financial institution.</li></ul><div></div><div>
Summary Pay Range</div>
The anticipated starting pay range for this position is $23.18 - $27.24.<div></div><div><i>
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.</i></div><div></div><div><br>
Benefits</div><div></div><div>
Financial</div><div>
Merit-based raises</div><div></div><div>
Health and Welfare</div><div>
Generous paid time off (Holiday, Personal or Sick Time, Vacation)</div><div>
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP, California - Kaiser Permanente HMO)<br>
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)</div><div>
Health Savings Account</div><div>
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)</div><div>
Life Insurance</div><div>
Accidental Death &amp; Dismemberment Insurance</div><div>
Disability Benefits</div><div>
Defined Benefit Plan &ndash; Pension</div><div>
Defined Contribution Plan &ndash; 401K</div><div></div><div>
Additional Benefits</div><div>
Employee Assistance Program</div><div>
California Commuter Benefit Program</div><div>
Tuition reimbursement</div><div>
Career growth through internal job postings</div><div>
Management Development Program: formal mentoring and training</div><div>
Opportunities to help improve and build the CEFCU of tomorrow through process teams</div><div>
Opportunities to personally contribute to corporate financial literacy and community initiatives</div><div>
Casual days to support local charities</div><div>
Employee discounts on entertainment, cell phone plans, theme park tickets, and more</div><div>
On-site fitness center, fitness classes, and wellness program</div><div></div><div>
It is CEFCU&rsquo;s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.</div></div><div></div>

CA-Member Service Representative I

City National Bank & Trust

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

Personal Banker

LPL Financial

<div><div><p><b>What if you could </b>build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. <b>What if you could</b> have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what&rsquo;s possible with LPL Financial.</p><p></p><p><b>
Job Overview:</b></p><p>
Wealth Advisors Group (Wealth AG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients&rsquo; immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service.</p><p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities</p></li><li><p>
Handling and executing client transaction and general customer service requests.</p></li><li><p>
Prepare client reports and proposals as required</p></li><li><p>
Support other departments and independent financial advisors in their understanding of the program</p></li><li><p>
Actively participate in customer service training and other training to remain current with operational policies and procedures</p></li><li><p>
Provide regular feedback to the Management team to improve both the advisor experience and operational efficiencies</p></li><li><p>
Communicate operational and financial industry policies and procedures.</p></li><li><p>
Identify new sales and asset retention opportunities</p></li><li><p>
Regularly exercise excellent business judgment</p></li><li><p>
Research and resolve advisor and client issues</p></li></ul><p></p><p><b>
What are we looking for?</b></p><p>
We&rsquo;re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates <b>pursue greatness</b>, <b>act with integrity</b>, and are <b>driven to help our clients succeed</b>. We value those who embrace creativity, continuous improvement, and contribute to a culture where we <b>win together</b> and <b>create and share joy</b> in our work.</p><p></p><p><b>
Requirements:</b></p><ul><li><p>
Bachelor's Degree or equivalent working experience</p></li><li><p>
Series 7</p></li><li><p>
Series 63 and 65, or 66 License (or ability to obtain within 90 days of hire)</p></li><li><p>
2 years + of direct client experience within the financial services industry preferred</p></li></ul><p></p><p><b>
Preferences:</b></p><ul><li><p>
Life and Health preferred</p></li><li><p>
Excellent telephone service/relationship management skills</p></li><li><p>
Proficient in Microsoft Office and web based applications</p></li><li><p>
Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills</p></li><li><p>
Prior financial trading experience</p></li><li><p>
Ideal candidate will have prior tele-sales experience</p></li><li><p>
Must have excellent communication skills, and strong service ethic</p></li><li><p>
Previous Experience as a financial advisor</p></li><li><p>
Prior LPL trading, financial related Service Call Center experience; or other service related job experience considered</p></li></ul><p></p><p>
#LI-VF</p><div></div><p><b><br>
Pay Range:
</b></p>$67,500.00-$112,500.00/year<div><br>
</div>
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!<div></div><p><b><br>
Company Overview:</b></p><p>
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.</p><p></p><p>
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.</p><p></p><p>
For further information about LPL, please visit www.lpl.com.</p><p></p><p><b>
Join LPL Financial: Where Your Potential Meets Opportunity</b></p><p>
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.</p><p></p><p><b>
Why LPL?</b></p><ul><li><p><b>
Innovative Environment:</b> We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</p></li><li><p><b>
Limitless Career Potential:</b> Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</p></li><li><p><b>
Unified Mission:</b> We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</p></li><li><p><b>
Impactful Work:</b> Our size is just right for you to make a real impact. !</p></li><li><p><b>
Commitment to Equality:</b> We support workplace equality and embrace diverse perspectives and backgrounds. !</p></li><li><p><b>
Community Focus:</b> We care for our communities and encourage our employees to do the same. !</p></li><li><p><b>
Benefits and Total Rewards:</b> Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !</p></li></ul><p></p><p>
Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.</p><p></p><p><b>
Information on Interviews:</b></p><p>
LPL will only communicate with a job applicant directly from an <b>@lplfinancial.com</b> email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.</p><p></p><p>
EAC12.9.25</p></div></div><p></p>

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