financial service representative

Bankers Life

<p>Financial Representative</p><p><b>Bankers Life</b></p><p><b>Job Type:</b> Full-Time | Hybrid Schedule</p><p>About the Role</p><p>Bankers Life is looking for motivated individuals who enjoy helping others and want to build a rewarding career in the financial services industry. As a Financial Representative, you will work with clients to identify their needs and provide solutions for Medicare, life insurance, retirement planning, long-term care, and financial protection.</p><p>Responsibilities</p><ul><li>Meet with clients and conduct needs-based consultations.</li><li>Educate clients on insurance and retirement solutions.</li><li>Build relationships through referrals, networking, and community events.</li><li>Schedule and attend appointments.</li><li>Maintain client records and provide ongoing service.</li><li>Participate in training, coaching, and professional development.</li></ul><p>Qualifications</p><ul><li>High School Diploma or GED.</li><li>Strong communication and interpersonal skills.</li><li>Self-motivated and goal-oriented.</li><li>Ability to obtain a Texas Life &amp; Health Insurance License.</li><li>Reliable transportation.</li></ul><p>What We Offer</p><p>✔ Hybrid work schedule<br/>✔ Weekly onboarding pay during training period<br/>✔ Comprehensive training and mentorship<br/>✔ Flexible schedule<br/>✔ Uncapped earning potential<br/>✔ Bonuses and incentives<br/>✔ Leadership and advancement opportunities<br/>✔ Marketing and lead generation support<br/>✔ Ongoing professional development</p><p>Ideal Candidate</p><ul><li>Enjoys helping others and building relationships.</li><li>Wants a career with growth potential.</li><li>Has an entrepreneurial mindset.</li><li>Is coachable, driven, and motivated to succeed.</li></ul><p><b>No prior insurance experience required. Training and licensing support provided.</b></p><p>Pay: $65,135.26 - $96,399.45 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Parental leave</li><li>Vision insurance</li><li>Work from home</li></ul><p>Ability to Commute:</p><ul><li>Austin, TX (Required)</li></ul><p>Work Location: Hybrid remote in Austin, TX (Travis County)</p>

Financial Representative

brightbridge credit union

<div><p><b>Join Our Team as a Financial Services Representative</b><br>
<b>Location: Bridgewater, MA | Full-Time</b></p><p>
Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We&rsquo;re looking for a Financial Service Representative to serve our Bridgewater members, <b>w</b><b>ith the ability to travel to other branches as needed</b>. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we&rsquo;d love to meet you!</p><p><b>
Why You&rsquo;ll Love Working Here</b></p><ul><li>
A collaborative team culture where your contributions matter</li><li>
Ongoing training and career development opportunities</li><li>
Competitive pay, benefits, and the chance to grow with a supportive organization</li><li>
The satisfaction of making a real difference in your community every day</li></ul><div><b>
What You'll Be Doing (Your Responsibilities)</b><br>
</div><ul><li>
Maintains a working knowledge of all products and services offered by the Credit Union.</li><li>
Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services.</li><li>
Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution.</li><li>
Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings.</li><li>
Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application.</li><li>
Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws.</li><li>
Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system.</li><li>
Promotes, refers and sells additional third party products as determined by the Credit Union.</li><li>
Function as a Membership Officer in the Branch, as approved by the Board of Directors.</li><li>
Handles opening and closing of all account types and completes all proper documentation.</li><li>
Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager.</li><li>
Assists Call Center with resolution of member issues on a daily basis.</li><li>
Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures.</li><li>
Fills in at other branches as requested.</li></ul><div><div><div><div><p><b>
What We&rsquo;re Looking For (Your Qualifications)</b></p><ul><li>
Minimum of high school diploma or equivalent is required.</li><li>
Minimum of two years Customer Service experience preferably in a financial institution.</li><li>
Strong interpersonal, written/verbal communication and organization skills required.</li><li>
Demonstrated ability to deal effectively with members and staff is essential.</li><li>
Experience with personal computers in a windows environment including Outlook, Excel and Word.</li><li>
Flexibility of work hours and proven reliability/dependability required.</li><li>
Must be able to handle multiple tasks effectively and accurately.</li><li>
Must have excellent cross-selling and problem solving skills.</li><li>
Must possess a professional and positive attitude and image to all of our members, at all times.</li><li>
Must be eligible to register with the Nationwide Mortgage Licensing System &amp; Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).</li></ul></div></div></div></div></div>

Financial Services Representative (Bridgewater)

1st Summit Bank

<div>
 The Primary Duty Is To Build Complete Financial Relationships With Both Existing And New Customers By Providing Prompt, Efficient, Courteous, Professional, And Personalized Service
 <br/>
 <br/>
 <ul>
  <li>
   Provides direct and immediate response to customers&rsquo; requests and needs.
  </li>
  <li>
   Controls flow of customers by directing them to proper source/professional who can meet their needs.
  </li>
  <li>
   With every customer interaction have in-depth conversations, in person and by phone, utilizing C.A.R.E and Advancing Language.
  </li>
  <li>
   Builds relationships by cross-selling appropriate bank services to meet customers&rsquo; needs.
   <br/>
   <br/>
  </li>
 </ul>
 Provides high quality and confidential customer service in such activities as:
 <br/>
 <br/>
 <ul>
  <li>
   Execute financial transactions including deposits and withdrawals to personal and commercial checking and savings accounts and complete all other types of account transactions in an efficient and professional manner.
  </li>
  <li>
   Handles and responds to customer inquiries in a timely manner.
  </li>
  <li>
   Issues Money Orders, Treasurers&rsquo; Checks, Gift and Prepaid cards, Credit Card Cash Advances.
  </li>
  <li>
   Process Night Depository, Mail Deposits and Commercial Deposits.
  </li>
  <li>
   Receives and processes all types of loan payments, and utility payments.
  </li>
  <li>
   Scans daily transactions, balance ATM, provide Safe Deposit Box access, balance vault, batch Cash Advance Machine.
  </li>
  <li>
   Count, verify and post cash shipments via armored car.
  </li>
  <li>
   Provides basic customer service requests such as Stop Payments, wire transfers, research requests, answer customers&rsquo; technical questions.
  </li>
  <li>
   Basic knowledge of products, services, and Electronic Banking services.
  </li>
  <li>
   Balance assigned daily cash and maintained assigned cash limits.
   <br/>
   <br/>
  </li>
 </ul>
 Meet and exceed monthly referral goals by having quality conversations and identifying opportunities to promote the right financial products and services to meet our customers&rsquo; needs.
 <br/>
 <br/>
 Assists branch manager to ensure the Relationship Center is meeting the established growth and sales objectives.
 <br/>
 <br/>
 Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
 <br/>
 <br/>
 Assists in maintaining overall professional appearance and cleanliness of the Branch.
 <br/>
 <br/>
 Actively participates in Relationship Centers&rsquo; One Year Plan and long-term goals and objectives, coaching sessions, and team meetings.
 <br/>
 <br/>
 <strong>
  Attends Annual Meeting To Develop Departmental Goals
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Attends Career Path Meetings with Supervisor.
  </li>
  <li>
   Actively participates in monthly Employee Relations Meetings to discuss and evaluate progress on meeting goals and objectives.
  </li>
  <li>
   Participates in daily 5-minute meetings.
   <br/>
   <br/>
  </li>
 </ul>
 Performs other duties as assigned or directed.
 <br/>
 <br/>
 <strong>
  Required Skills/Abilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Excellent verbal and written communication skills.
  </li>
  <li>
   Exceptional organizational skills and strong attention to detail.
  </li>
  <li>
   Basic computer skills and digital awareness.
  </li>
  <li>
   Must be results oriented.
  </li>
  <li>
   Manual dexterity and numerical skills.
  </li>
  <li>
   Knowledge of all products and services and all office functions.
  </li>
  <li>
   Must be flexible and adaptable to varied work schedules.
  </li>
  <li>
   A positive, enthusiastic attitude.
  </li>
  <li>
   The ability to multi-task.
  </li>
  <li>
   Proficient with Microsoft Office Suite or related software.
  </li>
  <li>
   The ability to operate basic office equipment.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Supervisory Responsiblity
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   This position does not supervise employees.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  EDUCATION And EXPERIENCE
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High School diploma or equivalent experience sales/business related field.
  </li>
  <li>
   1-3 years in customer service and cash handling experience required.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Physical Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
  </li>
  <li>
   Ability to lift up to 30 pounds (i.e., heavy boxes or coin).
  </li>
  <li>
   Ability to communicate in person, through email or via telephone with customers and staff members.
  </li>
  <li>
   Ability to sit or stand for an extended period.
  </li>
  <li>
   Specific vision abilities required by this job may include close vision and the ability to adjust focus.
  </li>
  <li>
   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  </li>
 </ul>
</div>


Primary CSR - Bank Teller - Part Time

Prosperity Bank

<div></div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><b>External Applicants: Please apply through Prosperity Bank's Career Center at </b>https://www.prosperitybankusa.com/Careers<b>.</b><b> Applying through any other source may prevent Prosperity from receiving your application.
</b><div><b>Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.</b></div><div><b>
Prosperity Bank is an Equal Opportunity Employer.</b></div><div></div><div><div><div><div><b><br>
POSITION PURPOSE</b></div><div></div><div><br>
Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions, (deposits, withdrawals, loan payments, cashiers&rsquo; checks, money orders, and cash advances), Customer Service functions (opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems, answer customer questions regarding Bank services provided and performs a variety of account maintenance), and Customer Advocate functions (courteously and promptly resolves customer questions or problems, assists customers with all telephone inquiries regarding bank accounts and bank services, completes appropriate documentation to complete customer transactions).</div><div></div><div><br>
Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships.</div><div></div><div><b><br>
ESSENTIAL FUNCTIONS AND BASIC DUTIES</b></div><div></div><div><b><br>
Assumes responsibility for the effective and professional performance of financial service functions.</b></div><ul><li>
Presents and explains Bank services and products to clients and assists in meeting their financial needs including the following: opening, closing and maintaining all checking, savings, time deposits, IRA&rsquo;s, safe deposit boxes and savings bonds</li><li>
Answers questions and solves problems for clients by listening to problems, collecting data, securing answers.</li><li>
Assists clients with disputes involving Bank online, Master Money, ATM services or deposit accounts.</li><li>
Tele-consulting</li><li>
Meets goals set on scorecard</li></ul><div><b><br>
</b></div><div><b>Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.</b></div><ul><li>
Represents the Bank in a courteous and professional manner.</li><li>
Receives deposits in person or by mail.</li><li>
Receives loan payments in person or by mail. Properly computes interest.</li><li>
Processes cash advances, travelers&rsquo; checks, cashiers&rsquo; checks, money orders, government bonds, and similar transactions.</li><li>
Disburses cash or check withdrawals in person, by telephone, or by mail.</li><li>
Processes transfers.</li><li>
Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.</li><li>
Receives and processes payroll deduction starts, stops, and increases.</li><li>
Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.</li><li>
Has no more than one proof error within a 30-day period</li><li>
Follows Teller procedures consistently</li></ul><div></div><div><b><br>
Assumes responsibility for the effective and professional performance of financial service functions in the Call Center. (Lubbock Division only)</b></div><ul><li>
Assists customer with all inquiries involving checking, savings, certificates of deposit, IRA, loan, business, and trust accounts.</li><li>
Performs file maintenance and account changes as needed.</li><li>
Assist customers with Bank on Call, Bank online, and Debit/Tillie card services.</li><li>
Performs research needed to resolve customer account issues.</li><li>
Maintains files for each customer assisted.</li><li>
Researches and resolves problems with customer accounts.</li><li>
Meets goals set on scorecard</li><li>
Other duties include working with wire transfers, interest rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account related items or information and forged or fraudulent activity, and teller services</li></ul><div></div><div><b><br>
Assumes responsibility for establishing and maintaining effective, professional business relations with customers.</b></div><ul><li>
Ensures that customers' requests and questions are promptly resolved.</li><li>
Operates online teller terminal. Provides in person, by telephone, or by mail, information that customers may authorize concerning their account status.</li><li>
Receives and processes new customer accounts and changes to existing accounts.</li><li>
Receives and processes changes of name, addresses, and other account information as needed.</li><li>
Maintains privacy of customer account information.</li><li>
Ensures that the Bank's quality reputation is maintained and projected.</li></ul><div></div><div><b><br>
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.</b></div><ul><li>
Assists area personnel as required.</li><li>
Keeps supervisor informed of area activities and significant problems.</li><li>
Completes required reports and records accurately and promptly.</li><li>
Attends meetings and training classes that may be held on weekday, evenings, and/or Saturdays</li></ul><div></div><div><b><br>
Assumes responsibility for related duties as required or assigned.</b></div><ul><li>
Actively and professionally cross sells Bank services.</li><li>
Performs related clerical duties as needed.</li><li>
Ensures that work area is clean, secure, and well maintained.</li><li>
Performs research and NSF duties as needed.</li></ul><div></div><div><br>
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.</div><div></div><div><b><br>
PERFORMANCE MEASUREMENTS</b></div><ul><li>
Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.</li><li>
Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.</li><li>
Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved.</li><li>
Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.</li><li>
Required reports and records are accurate, complete, and timely.</li><li>
Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services.</li><li>
The Bank&rsquo;s professional reputation is maintained and conveyed.</li></ul><div></div><div><b><br>
QUALIFICATIONS</b></div><div><b>
Education/Certification:</b></div><div>
High school graduate or equivalent.</div><div></div><div><b><br>
Required Knowledge:</b></div><div>
Understanding of Bank operations preferred.</div><div></div><div><b><br>
PROFICIENCIES:</b></div><div>
Mentor Program</div><div>
All required training and webinars in 90-day plan</div><div>
GS3 Program</div><div><b>
 </b>Precision</div><div>
Integrated Teller &ndash; Advanced functions (split, cash advance, CC, etc.)</div><div>
CTR/MIL understanding</div><div><b>
 </b>IVIEW</div><div>
Product Knowledge</div><div>
SCO</div><div>
ATM Balancing</div><div>
WITS/Wires &ndash; min. domestic</div><div>
Risk Management Skill</div><div>
Dual Control</div><div><br>
</div><div><b>Experience Required:</b></div><div>
At least one year of related experience/cash handling required.</div><div>
Previous Teller experience preferred.</div><div><br>
</div><div><b>Skills/Abilities:</b></div><div>
Good communication skills.</div><div>
Professional appearance, dress, and attitude.</div><div>
Good math skills.</div><div>
Good typing skills.</div><div>
Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone.</div><div></div><div><b><br>
TRAVEL REQUIREMENTS:</b></div><div>
Regular travel to branch locations within the division (includes out of town travel)</div><div>
Dependable transportation</div><div>
Overnight or multiple night stays in some out-of-town locations.</div><div>
Any mileage driven outside a 25-mile radius of associates home or designated base location will qualify for reimbursement in accordance with the Banks Mileage Allowance Policy.</div><div></div><div><b><br>
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION</b></div><div><b>
TALKING:</b><b>
</b></div><div>Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.</div><div></div><div><b><br>
AVERAGE HEARING:</b><b>
</b></div><div>Able to hear average or normal conversations and receive ordinary information.</div><div></div><div><b><br>
FINGER DEXTERITY:</b></div><div>
Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together.</div><div></div><div><b><br>
REPETITIVE MOTION:</b><b>
</b></div><div>Movements frequently and regularly required using the wrists, hands, and/or fingers.</div><div></div><div><b><br>
AVERAGE VISUAL ABILITIES:</b></div><div>
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.</div><div></div><div><b><br>
PHYSICAL STRENGTH:
</b></div><div>Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.</div><div>
No hazardous or significantly unpleasant conditions (such as in a typical office).</div><div></div><div><b><br>
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION</b></div><div><b>
REASONING ABILITY:</b></div><div>
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.</div><div></div><div><b><br>
MATHEMATICS ABILITY:
</b></div><div>Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs.</div><div></div><div><b><br>
LANGUAGE ABILITY:</b></div><div>
Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate;</div><div>
And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.</div><div>
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.</div><div>
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br>
<div></div>
Monday - Friday: 7:45AM - 6:15PM. Saturday: 8:45AM - 12:00PM (rotating).<br>
40 hours</div>

Floater Teller (Full Time) - OKC, I-240

SmartBank

<div><p>Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.
</p><p><b>Major Duties and Responsibilities:
</b></p><p></p><p><i>Core Values &amp; Culture Commitment:
</i></p><ul><li>Upholds SmartBank Core Values and Core Purpose.
</li><li>Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart.
</li></ul><p></p><p><i>Client Experience &amp; Relationship Support:
</i></p><ul><li>Create a WOW experience by greeting and acknowledging clients warmly and promptly, directing them to proper branch personnel or department.
</li><li>Assist clients in person or on the telephone with questions or concerns, and if needed direct them to the appropriate branch personnel or department.
</li><li>Possess thorough knowledge of all SmartBank products and services.
</li><li>Always maintain client confidentiality.
</li></ul><p></p><p><i>Operational &amp; Transactional Duties:
</i></p><ul><li>Assist in the opening/closing procedures of the branch to accommodate dual control.
</li><li>Process deposit/withdrawal transactions facilitate sale of cashier&rsquo;s checks and other inventory items with accuracy following proper Bank policies and procedures.
</li><li>Process payments for SmartBank loans, local utilities, and other services following proper guidelines and procedures.
</li><li>Process client account maintenance requests (i.e., Change of address, stop payments, etc.) in a timely manner.
</li><li>Assist with ATM balancing.
</li><li>Protect SmartBank&rsquo;s financial interest by controlling and balancing assigned cash drawer and negotiable items received/disbursed. Maintains an acceptable balancing record per established standards.
</li><li>Take responsibility for achieving objectives, and is accountable for his/her results, actions and decisions.
</li></ul><p></p><p><i>Compliance &amp; Risk Management:
</i></p><ul><li>Adhere to SmartBank&rsquo;s established polices and complies with all applicable federal, state, and local banking and industry related laws and regulations. This includes and is not limited to, the Bank Secrecy Act, Anti-Money Laundering, and bank security policies and procedures.
</li><li>Complete required paperwork when applicable to report any discrepancies or suspicious activity to the Assistant Financial Center Manager, Financial Center Manager or Security Officer.
</li><li>Perform other duties as assigned.
</li></ul><p></p><p><b>Position Requirements and Qualifications:
</b></p><p></p><p><b>Education &amp; Experience:
</b></p><p></p><p>High school diploma required. Associates degree preferred. Minimum one year of banking experience preferred. Sales experience preferred.
</p><p></p><p><b>Training Requirements (licenses, programs, or certificates):
</b></p><p></p><p>None
</p><p></p><p><b>Knowledge, Skills, and Abilities:
</b></p><p></p><ul><li>Excellent customer service skills.
</li><li>One- year of banking experience preferred.
</li><li>Ability to apply knowledge and sound judgment in decision-making using established guidelines.
</li><li>Cash handling experience.
</li><li>Thorough knowledge of various Teller Drawer equipment (PODs, Recyclers, traditional cash drawer, etc.) preferred.
</li><li>Proficient level of computer competency including Microsoft Windows (Word, Excel, Outlook), typing and ten-key proficient preferred.
</li><li>Strong math skills.
</li><li>Strong written and oral communication skills.
</li><li>Detail oriented and ability to function in a team environment.
</li><li>Demonstrates ability to maintain a positive attitude.
</li><li>High level of integrity.
</li><li>Able to maintain regular and predictable attendance.
</li><li>Willing to accept new ideas and methods and be agreeable to change.
</li></ul><p></p><p><b>Work Conditions:
</b></p><p></p><ul><li>Able to routinely stand, sit, bend and stoop.
</li><li>Occasionally lift or carry loads up to 40 pounds.
</li><li>Ability to stand for long periods of time as needed.
</li><li>Frequently and regularly required movements using wrists, hands, and/or fingers.
</li><li>Average, ordinary, visual acuity necessary to prepare and inspect documents or products and operate machinery.
</li><li>Ability to hear average or normal conversations and receive ordinary information.
</li><li>May be required to travel to various branch locations.
</li><li>Must be available to work the required schedule of the branch office to include Saturdays.
</li><li>May be required to travel to training sessions or meetings.</li></ul></div>

Financial Services Representative

Seacoast Bank

<div><p><b>This is a TEMPORARY position.</b></p>
<p><b>
*Citizens First Bank is a division of Seacoast Bank. This position is for Citizens First Bank branded locations and on-site only*</b></p>
<p>
About the Organization:</p>
<p>
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. &ldquo;We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.&rdquo; -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance.</p>
<p>
About the Position:</p>
<p><b>
Are you a people person with a passion for helping others?</b></p>
<p>
Citizens First Bank is seeking a dynamic and compassionate individual to join our customer contact center team as a Temporary Customer Contact Center Representative. As a Temporary Customer Contact Center Representative, you will be the first point of contact for our valued customers, providing exceptional service and support.</p>
<p><b>
What you'll do as a Temporary Customer Contact Center Representative:</b></p>
<ul>
<li>Build relationships: Connect with customers on a personal level, understanding their needs and offering tailored solutions.</li>
<li>Solve problems: Efficiently resolve customer inquiries and issues, ensuring a positive and seamless experience.</li>
<li>Promote products: Educate customers about our diverse range of financial products and services, helping them achieve their financial goals.</li>
<li>Embrace technology: Utilize our state-of-the-art systems to provide quick and accurate assistance.</li>
</ul>
<p>For more information on becoming a Customer Contact Center Representative, please see the attached job description.</p>
<p>
Temporary Customer Contact Center Representative Requirements:</p>
<p><b>
Minimum</b>:</p>
<ul>
<li>High school diploma or equivalent required, one year in a customer service/retail environment.</li>
<li>Must be able to attend work regularly and on time and perform position requirements with little supervision.
</li><li>Must have the ability to assist customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in team activities and displaying positive behavior.</li>
<li>Must have computer skills including working knowledge of Microsoft Office (Outlook, Word and Excel), proficient in keyboarding and use of a calculator and possess good general math and letter composition skills. Must be able to work flexible hours.</li>
</ul>
<p><b>Preferred:</b></p>
<ul>
<li>Two years CSR experience in banking or related environment. Completed CFT courses in consumer and mortgage lending</li></ul><br>
<p></p>
<p><b><i>
Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities.</i></b></p>
<p><b><i>
Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.</i></b></p><p></p><p><br>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Temporary Customer Contact Center Representative - The Villages

First Financial Bank

<p></p><div><div><div>Teller/Customer Service Representative
<br>
Location: Crown Hill Clinton IN On-Site)</div><div>
Status: Full-Time, Hourly Non-Exempt</div><div></div><div><b><br>
Why Join First Financial Bank?</b></div><div>
If you&rsquo;re an energetic and detail-oriented person who enjoys helping clients, growing accounts, and handling cash transactions accurately, our Teller/Customer Service Representative (Teller/CSR) role could be a great fit! This position offers the opportunity to develop your banking career while supporting clients and gaining a strong foundation in retail banking. Apply today and take the next step in your financial services career!</div><p></p><p><b><br>
What You&rsquo;ll Do</b></p><ul><li>
Build Relationships: Get to know clients, understand their needs, and provide personalized service.</li><li>
Deliver Exceptional Service: Accurately process transactions while maintaining a positive and proactive approach.</li><li>
Ensure Accuracy: Process cash and check transactions with integrity and precision.</li><li>
Drive Growth: Open and maintain accounts, assist with loan applications, and help clients navigate financial products like Certificates of Deposit (CDs) and Money Market Accounts.</li><li>
Generate Leads: Identify client needs and seamlessly refer them to the appropriate banking professionals.</li><li>
Ensure Accuracy: Conduct cash and check transactions with integrity and precision when working behind the teller line.</li><li>
Educate &amp; Protect: Clearly explain security measures, banking procedures, and product benefits to clients.</li><li>
Solve Problems: Handle client concerns with professionalism and find effective solutions.</li><li>
Minimize Risk: Identify and prevent fraud while ensuring compliance with banking regulations.</li><li>
Collaborate: Be part of a respectful, supportive team that values accountability and innovation.</li></ul><p></p><p><b><br>
What We&rsquo;re Looking For</b></p><ul><li>
High school diploma or equivalent.</li><li>
Minimum 1 year of customer service experience in a business setting.</li><li>
Minimum 1 year of cash-handling experience.</li><li>
Teller experience preferred (6+ months).</li><li>
Strong customer service skills, including active listening and clear communication.</li><li>
Experience recommending and referring financial products.</li><li>
Solid understanding of compliance and fraud detection.</li><li>
Ability to accurately balance a cash drawer.</li><li>
Proficiency with computers, data entry, and multi-line phone systems.</li><li>
Basic math and accounting skills.</li><li>
Ability to work occasional weekends and extended hours.</li><li>
Ability to remain in a stationary, standing position for up to 75% of an eight (8) hour workday.</li><li>
Ability to review information and details at close range (within a few feet).</li></ul></div><p></p><div><p><b><br>
What We Offer</b></p><ul><li>
Competitive Pay &amp; Benefits: Medical, dental, vision, and employer-paid life and disability insurance.</li><li>
Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.</li><li>
Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.</li><li>
Growth Opportunities: Tuition assistance and professional development programs.</li><li>
A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.</li></ul><p></p><p><b><br>
Who We Are</b></p><div>
First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With <b>more than 75</b> banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.</div></div><div></div><div><br>
Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of &quot;One First&quot; every day. Be part of a bank that values your contributions and invests in your future!</div><p></p><p><b><br>
Ready to Join Us?</b></p><div>
Apply now and take the next step in your banking career! We review all applications and will respond promptly.</div><div></div><div><br>
First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, cross-bases issues, or any other Federal or State legally protected classes.</div></div><div></div>

Teller CSR

Search 10000+ Financial service representative jobs near you this June. New roles added regularly across leading industries. Apply today.