retail banking sales & service representative

BMO Financial Group

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/29/2026
Address:
801 Essington Road
Job Family Group:
Retail Banking Sales &amp; Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Associate Banker

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/01/2026
Address:
5 Plaza Circle
Job Family Group:
Retail Banking Sales &amp; Service
Please note this opening is for a part-time (20 hour) per week position. The ideal candidate will have flexible availability to be assigned various shifts each week as needed to meet business requirements. Business hours are Monday-Friday and Saturday morning.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

<div><div><div><div><div><div><div><div>Application Deadline:
</div></div></div></div></div></div></div>05/03/2026
Address:
4221 San Mateo Blvd.
Job Family Group:
Retail Banking Sales &amp; Service
This is a part time position scheduled for 20 hrs. per week.
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
<ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul>Qualifications:
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul>Salary :
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

First Horizon Bank

<div>Location: On site at location listed in job posting.

SUMMARY

Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Operational efficiency
<ul>
<li>Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures.</li>
<li>Process deposits, withdrawals, transfers and loan payment transactions for customers.</li>
<li>Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.).</li>
<li>Assist in daily balancing and processing of ATM(s), including the processing of all entries.</li>
<li>Assist in the verification of deposits in the night and lobby depository.</li>
<li>Assist with the dual control vault responsibilities.</li>
<li>Stay informed of all operational updates and changes to ensure compliance with all current guidelines.</li>
</ul>
Client experience
<ul>
<li>Deliver excellent client experiences consistently and promptly resolve client issues effectively.</li>
<li>Ensure an excellent overall client experience by assisting clients with select service needs.</li>
<li>Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.</li>
</ul>
Sales and service
<ul>
<li>Identify cross selling opportunities and refer clients/prospects to the appropriate team.</li>
<li>Promote bank products and services to further enhance client relationships.</li>
</ul>
Compliance and risk management
<ul>
<li>Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.</li>
</ul>
Perform all other job-related duties as assigned

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

QUALIFICATIONS
<ul>
<li>To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as noted.</li>
<li>High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience</li>
</ul>
COMPUTER AND OFFICE EQUIPMENT SKILLS
<ul>
<li>Microsoft Office Suite</li>
<li>In addition, 10-key calculator; coin counter</li>
</ul>
DeGarmo Behavioral Assessment Requirement
<ul><li>All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
</li><li>The assessment takes approximately 12&ndash;15 minutes to complete
</li><li>Assessment results must be submitted prior to having your application evaluated by Talent Acquisition</li>
</ul>
About Us 
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
<div>
Benefit Highlights 
<ul><li>Medical with wellness incentives, dental, and vision</li><li>HSA with company match</li><li>Maternity and parental leave</li><li>Tuition reimbursement</li><li>Mentor program</li><li>401(k) with 6% match</li><li>More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits</li></ul></div>

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Part-Time Teller

Andover Bank

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

Part Time Client Service Rep I

Mechanics Bank

<div>Mechanics Bank is currently searching for a Banking Services Lead to join our team at our Fresno Branch. 
 
Under general supervision, independently and accurately performs the full range of teller, new account, and maintenance transactions according to established procedures. Delivers excellent customer service. Works closely with the sales team to achieve performance goals and meet the financial needs of our customers through ethical referrals. Supports the Retail Banking Services Officer and executes on the operational tasks and reporting for the branch. Acts as a subject matter expert on operational policies and procedures in the absence of the Retail Branch Services Manager or Retail Banking Services Officer. Maintains knowledge of compliance and regulatory items. Uses sound judgement and balances service and risk when assisting with transactional approvals. Provides dual control support while adhering to bank policies and procedure. 
What you will do:<ul><li>
Performs routine teller transactions and works directly with customers. Accepts, verifies, and processes basic to more complex customer transactions according to established procedures and security guidelines. Transactions include deposits, withdrawals, check cashing, payments, transfers, and transactions received through the mail or the night drop. Adheres to all cash handling policies and procedures balancing cash at the end of each shift. Responsible for maintaining and balancing a cash supply for transactions performed.</li><li>
Assists the Retail Operations Manager in the branch to ensure operational soundness. Assists with monitoring overall branch cash levels. The completion and review of Daily, Weekly, Monthly, Quarterly, Semi-Annual, and Annual operational tasks. May lead and direct the activities of Customer Service Representatives and Universal Bankers in the office. May assist with setting and implementing operations priorities and processes for the office.</li><li>
Leads branch in providing extraordinary service to customers. Assists customers with account maintenance, online banking, mobile banking, and other complex account issues. Works to resolve concerns presented by customers.</li><li>
Reviews customer transactions for red flags and fraudulent items. Maintains awareness of current financial scams used against banking customers. Prevents customers from becoming victims of fraud and escalates concerns to management for resolution.</li><li>
Represents the Bank and its products and services with pride and enthusiasm. Responsive to customer needs. Identifies and presents new or additional products and services. Maintains superior levels of customer service.</li><li>
Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers. Gathers data and processes various regulatory and operational reports to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs reviews the work of others for compliance.</li></ul>
Who you are:<ul><li>
High School Diploma or GED required or equivalent combination of education and experience required.</li><li>
Notary license preferred.</li><li>
Minimum of 3 years of banking operations experience required.</li><li>
Additional experience may be considered in lieu of degree.</li><li>
Excellent interpersonal skills and customer service.</li><li>
Ability to work independently and collaborate effectively as a team member.</li><li>
Ability to make decisions and review and approve other employee decisions.</li><li>
Excellent time management skills, organizational ability, and attention to detail.</li><li>
Extensive knowledge of Bank deposit products and services.</li><li>
Extensive knowledge of alternative Bank services and products and vendor provided products.</li><li>
Knowledge of applicable Federal and State banking regulations.</li><li>
Knowledge of Retail office operations, including complex transactions, Bank policy and procedures.</li></ul>
ADA Requirements:<ul><li>
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.</li><li>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li><li>
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.</li><li>
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.</li><li>
The employee must occasionally lift and/or move up to 10 pounds.</li><li>
Specific vision abilities required by this job include close vision.</li><li>
The noise level in the work environment is usually moderate.</li></ul>
#LI-AS1
Pay Range: $23.00 - $29.00 hourly.
Eligible for Retail Incentive Plan.
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. 
Benefits package includes[1]:<div></div><ul><li>
Medical, prescription, dental, and vision coverage for employees and their eligible family members</li><li>
Employer paid Employee Assistance Program, Life Insurance, AD&amp;D, and Disability benefits</li><li>
Health Savings Account with employer contribution</li><li>
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit</li><li>
401(k) and Roth 401(k) with company contribution</li><li>
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program</li><li>
Supplemental Health plans, Voluntary Legal and Identity Theft Services</li><li>
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year</li><li>
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)</li></ul>
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.<ul><li>
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.</li><li>
Please view Equal Employment Opportunity Posters provided by OFCCP here.</li><li>
To learn more about Mechanics Bank&rsquo;s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank</li></ul>
[1] The benefits listed in this job posting reflect the Bank&rsquo;s most reasonable and genuinely expected benefits offered for this position.</div>

Banking Services Lead

First Citizens Bank

<div>
 
 Overview
 
 
 
 Are you a people person? Be a First Citizens person. Join our branch team and make a difference.
 
 
 The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
 
 
 
 The Successful Candidate Will Demonstrate
 
 
 
 
 Communication Skills - Interpersonal:
 
 Comfortable and confident with proactively engaging in conversation
 
 
 
 Customer Service Skills:
 
 Demonstrates professionalism and empathy in customer interactions
 
 
 
 Adaptability
 
 : Has the ability to learn and adapt quickly to new information and technology
 
 
 
 Teamwork:
 
 Strives to build strong working relationships with those on their team as well as cross-functional relationships
 
 
 
 Flexibility:
 
 Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
 
 
 
 Agility:
 
 Able to process information and move quickly through problem resolution
 
 
 
 This is a part-time role at 32 hours a week. This schedule is Monday &amp; Friday 8:45-5:00 Tuesday, Wednesday and Thursday 11:30-5:00
 
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
 </li>
 <li>
 Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 High School Diploma or GED and experience of 6 months in customer service
 
 
 Preferred Area of Experience: Sales or banking
 
 
 Skill(s): Financial literacy, Knowledge of retail banking products and services
 
 
 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
</div>

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