retail banking specialist

Everbank

<div>Banking Specialist 
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. 
 
Key Responsibilities and Duties
<ul>
<li>Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise.</li>
<li>Performs cash vault and/or other financial center operational responsibilities as directed.</li>
<li>Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.</li>
<li>Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.</li>
<li>Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority.</li>
<li>Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.</li>
<li>Refers customers' financial needs to other bankers and partners as needed.</li>
<li>Executes the bank's risk culture and strives for operational excellence.</li>
<li>Adheres to established policies and procedures while opening/servicing the full range of Retail products.</li>
<li>Understands competitor products and services and advantages of the organization's banking products and services.</li>
</ul>
Minimum Qualifications
<ul><li>2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.</li>
<li>Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.</li>
<li>Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.</li>
<li>Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.</li>
<li>Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.</li>
</ul>
Preferred Qualifications
<ul><li>Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.</li>
</ul>
Role Specific Work Experience
<ul>
<li>No Experience Required; 2+ Years Preferred</li>
</ul>
Educational Requirements
<ul>
<li>High School Preferred</li>
</ul>
Physical Requirements
<ul>
<li>Physical Requirements: Sedentary Work</li>
</ul>
Career Level 
3IC

Posting End Date: 4/13/26 
 
Req Benefits:
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
<ul>
<li>Medical, dental, vision &amp; HSA/FSA
</li><li>401(k) savings</li>
<li>Paid holidays &amp; generous PTO</li>
<li>Additional wellness &amp; voluntary benefits</li>
</ul>
<div>Additional Company-provided benefit options (subject to plan terms):
<ul>
<li>Tuition reimbursement</li>
<li>Commuter Benefits</li>
<li>Life and Disability Insurance</li>
</ul>
</div> 
Compensation: $25 - $32
 
Additional Details :
<div>EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC
</div>
<div></div><div>Notice to Job Seekers</div></div>

Banking Specialist

Community State Bank of Avilla, Indiana

<div></div><div><div>Community State Bank is seeking a Part-Time Client Service Specialist to join our dynamic Retail Banking team at our Kendallville, Indiana branch. The ideal candidate would need to be available Monday through Friday 8:00am to 5:30pm and rotating Saturdays from 8:30am to 12:30pm, averaging about 20 hours per week. Prior customer service and cash handling experience is helpful; prior banking experience is not required. The starting pay for this role is $17.00 per hour with opportunities for advancement within the position.</div>
<div></div><div>Part-time employees enjoy benefits such as 401k/ESOP participation, holiday pay, and paid vacation. Apply today and see why CSB is a great place to work! 
 
Job Title: Part-Time Client Service Specialist Trainee 
Reports To: Client Service Manager 
Supervises: None 
Division: Retail 
FLSA Classification: Non-Exempt 
Pay Rate: Hourly 
 
Position Purpose: The Client Service Specialist (CSS) Trainee position is an entry level front-line position. The CSS Trainee will be trained to become a CSS I and will be responsible for providing exceptional client service while handling basic front-line client transactions and inquiries. 
 
Job Requirements 
Education: A high school diploma or equivalent required. 
 
Experience: No banking experience required. Customer service and cash handling experience preferred. 
 
Skills: Professional verbal and written communication skills; strong attention to detail; ability to type at least 30 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel occasionally between Bank locations as needed. 
 
Essential duties include, but are not limited to: 
CSB Cultural Expectations</div>
<ul><li>Commit to learning, integrating, and modeling CSB&rsquo;s &lsquo;I CREATE&rsquo; core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality</li>
<li>Align to bank-wide vision, mission, and business objectives</li>
<li>Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies</li>
</ul>
<div> 
General Job Duties</div>
<ul><li>Practice an exceptional standard of client service/hospitality</li>
<li>Maintain a &ldquo;client first&rdquo; approach for both external and internal customers</li>
<li>Create an observably positive experience for clients</li>
<li>Work with teammates to create a collaborative environment in serving the customer</li>
<li>Support and celebrate teammates&rsquo; growth</li>
<li>Adhere to schedule (timeliness)</li>
<li>Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration of the ever-changing landscape of staffing, training, and process improvement</li>
<li>Be willing to ask questions in order to balance the risk to the bank and meeting customer needs</li>
<li>Exhibit a strong commitment to accuracy and attention to detail in transactions, cash drawer management, confidentiality, and client account maintenance</li>
<li>Demonstrate the strong communication skills and practices necessary for interactions with customers, the Client Service Manager, the Branch Manager, and colleagues</li>
<li>Exhibit a willingness to ask for help when necessary and offer it when needed</li>
<li>Learn all basic client service transactions, including deposits, withdrawals, payments, cashier&rsquo;s checks, money orders, check cashing, etc.</li>
<li>Learn how to adhere to signing and transaction authority limits, branch security requirements, cash handling security procedures, and dual control procedures</li>
<li>Begin to learn signs of fraud and watch for fraudulent cash and transaction activity in order to protect the bank and clients</li>
<li>Begin to learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc.</li>
<li>Complete CSS Trainee training and begin CSS I training within 3-6 months of position start date</li>
</ul>
<div> 
Physical Demands</div>
<ul><li>Frequent sedentary work that primarily involves sitting/standing for extended periods</li>
<li>Frequent repetitive motions that include the hands and/or fingers</li>
<li>Constant reaching with hands and arms</li>
<li>Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone</li>
<li>Constant written and verbal communication with others to exchange information</li>
<li>Constant state of awake and alertness</li>
<li>Occasional stooping, kneeling, or crouching</li>
<li>Frequently speaking and listening to coworkers and clients both in person and on the phone</li>
<li>Constant in-person attendance at job site</li>
<li>Occasional travel to a branch or client location</li>
<li>Occasional lifting of up to 25 pounds</li>
<li>Occasional exposure to adverse weather conditions</li>
<li>Constant exposure to moderate office noise levels in a group setting</li>
</ul>
<div> 
Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</div></div>

Part-Time Client Service Specialist

Monet Bank

<div>
 
 About Monet Bank
 
 
 
 Monet Bank is pioneering the future of banking and money movement &mdash; faster, more efficient, and built for the modern financial ecosystem.
 
 
 As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution &mdash; backed by the full faith and credit of the U.S. Government &mdash; Monet combines the strength and stability of traditional banking with forward-thinking financial technology innovation.
 
 
 We recognize inefficiencies in legacy financial and payment systems and are building a strong team to challenge assumptions and pursue smarter, more scalable solutions. Our focus is on modern banking services that help businesses optimize operations, support fintech companies in scaling responsibly, and enable technology platforms to embed seamless financial capabilities.
 
 
 If you are motivated by building secure, intentional, and future-ready banking infrastructure, we invite you to explore opportunities with Monet Bank.
 
 
 Our
 
 Client Services Associates
 
 play a pivotal role in that mission. As the frontline ambassador for our clients, this role serves as a trusted expert and primary point of contact for some of Monet Bank&rsquo;s most valued customers, delivering exceptional support across traditional banking products and an expanding suite of digital financial services.
 
 
 This position combines high-touch client service, thoughtful problem-solving, and cross-functional coordination to ensure a seamless customer experience in an increasingly digital-first environment. We are seeking a polished and proactive professional who brings strong client-centric expertise, exceptional communication skills, and the ability to navigate complex service situations with professionalism, empathy, and sound judgment. The ideal candidate thrives in a fast-paced setting, embraces innovation, and is committed to elevating the Monet Bank customer experience.
 
 
 
 Essential Job Duties &amp; Responsibilities
 
 (Include but are not limited to):
 
 
 
 Client Support &amp; Relationship Management
 
 
 
 <ul>
 <li>
 Serve as the primary point of contact for customers through phone, email, and chat, delivering timely, consultative guidance on retail banking products including CDs, MMAs, high-yield savings, and online account onboarding.
 </li>
 <li>
 Support customers with digital access issues including authentication challenges, login support, and administrative requests within digital banking channels.
 </li>
 <li>
 Provide concierge-level guidance through online account opening, funding, and onboarding processes.
 </li>
 <li>
 Uphold Monet Bank&rsquo;s elevated service standards, ensuring a seamless, friction-free customer journey across all remote channels.
 </li>
 <li>
 De-escalate and resolve customer concerns with professionalism, transparency, and urgency.
 </li>
 <li>
 Collaborate with Operations, Compliance, and Technology teams to manage escalations and complex inquiries.
 
 
 </li>
 </ul>
 
 Issue Resolution &amp; Case Management
 
 
 
 <ul>
 <li>
 Investigate and resolve issues related to account servicing, digital banking functionality, and transaction inquiries through cross-functional partnership with Operations and IT.
 </li>
 <li>
 Maintain precise and comprehensive documentation of customer interactions in the CRM system; ensure timely follow-through on all open items.
 </li>
 <li>
 Operate with a strong compliance mindset, adhering to regulatory requirements and internal controls with uncompromising accuracy.
 
 
 </li>
 </ul>
 
 Product Expertise &amp; Continuous Improvement
 
 
 
 <ul>
 <li>
 Maintain fluency in Monet Bank&rsquo;s digital banking capabilities, upcoming enhancements, and new product releases.
 </li>
 <li>
 Play an active role in user-acceptance testing, providing real-time feedback that informs product and process improvements.
 </li>
 <li>
 Educate customers on leveraging digital tools securely and effectively, helping build confidence in our technology-driven ecosystem.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 4&ndash;6+ years of experience in retail banking, financial services, or a related customer-facing role; experience handling complex client issues strongly preferred.
 </li>
 <li>
 Demonstrated expertise in retail operations, new account processes, regulatory compliance, and digital banking environments.
 </li>
 <li>
 Proven ability to operate effectively under pressure while maintaining exceptional accuracy, professionalism, and discretion.
 </li>
 <li>
 Strong analytical and critical-thinking skills, with the ability to diagnose issues, anticipate customer needs, and recommend solutions.
 </li>
 <li>
 Exceptional communication and interpersonal skills&mdash;both written and verbal&mdash;with the ability to build trust and rapport with clients.
 </li>
 <li>
 Proficiency in Microsoft Word, Excel, and digital banking systems; ability to rapidly learn new technologies and internal platforms.
 </li>
 <li>
 A high degree of emotional intelligence, customer empathy, and sound decision-making.
 
 
 </li>
 </ul>
 
 Benefits Options Include
 
 
 
 <ul>
 <li>
 Medical, dental and vision coverage
 </li>
 <li>
 401K with company match
 </li>
 <li>
 11 paid holidays
 </li>
 <li>
 Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
 </li>
 <li>
 Applicant may be eligible for annual discretionary bonus
 
 
 </li>
 </ul>
 No relocation assistance provided.
 
 
 If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
 
 
 Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
 
 
 
 All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links:
 
 FMLA EEO EPPA
 
 
 Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
</div>

Client Services Associate

WesBanco Bank, Inc.

<div><div>Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focuses on promotion of Bank's products and services. From an operational standpoint, the CSA is responsible for complying with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR, opening new deposit accounts, and connecting with customers to determine their needs and make recommendations and referrals for products and services to internal and external partners as applicable.
In addition, the CSA is expected to spend time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promotion of bank products of new and existing Retail banking relationships. The CSA may participate in community service opportunities in the specific community or market.
Essential Functions:

Excellent Customer Service

Operational and Security Proficiency

Identify referral opportunities

Relationship building

Promotion of Bank's products and services

Business development (inside and outside)

Essential Duties and Responsibilities:

Personally models the standards of the Bank's Mission, Vision, and Pledge.

Initiate conversations to effectively assess the financial needs of Banking Center customers and be capable of effectively making recommendations and referring customers to business partners for promotion of bank products and services.
Accepts and accurately processes all financial service transactions.

Responsible for opening new deposit accounts and operating a cash drawer while following proper balancing and cash handling procedures along with uncovering other opportunities for products and services as well as making qualified referrals.

Complies and operates within security and audit procedures.

Consistently achieve production and referral goals through relationship development related activities including customer consultations, outbound telephone calls, business partner referrals, and onboarding calls to acquire new customer relationships or expand existing consumer or business relationships.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.

Sets priorities by continually monitoring performance against the banking center goals by adjusting individual activities as needed to meet those goals.

Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.

Educates bank team on uncovering opportunities to help advance financial wellness of customers.

Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.

Actively participates in regular staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.

Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.

Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.

Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.

Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.

Contributes to a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.

Other Skills and Requirements:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.

Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Must have excellent organizational skills and the ability to multi-task and to be flexible.

Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.

Sound mathematical and analytical skills preferred.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

The employee must occasionally lift and/or move up to 10 pounds.
</div>
Requirements:
<div>High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.</div></div>

Customer Service Advisor 1 - Mason

JPMorganChase

<div>JOB DESCRIPTION 
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. 
 
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. 
 
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. 
 
Job responsibilities
</div><div><ul><li>Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.</li>
<li>Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.</li>
<li>Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.</li>
<li>Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.</li>
<li>Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.</li>
<li>Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
</li><li>Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.</li>
</ul></div><div>Required qualifications, capabilities, and skills</div><div>
<ul><li>You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.</li>
<li>You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
</li><li>You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.</li>
<li>You have a strong passion for educating the branch team and partners, helping them stay connected and informed.</li>
<li>You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.</li>
<li>You have 1+ years of retail banking experience.</li>
<li>You have a high school degree, GED, or foreign equivalent.</li>
<li>You have the ability to work branch hours including weekends and evenings.</li>
</ul></div><div>Preferred qualifications, capabilities, and skills</div><div>
<ul><li>You have 6+ months of Associate Banker (Teller) experience.
</li><li>You have a college degree or military equivalent.
</li></ul></div><div>Training and Travel Requirement</div><div>
<ul><li>You&rsquo;ll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
</li><li>You&rsquo;ll need to be able to travel as required for in-person training and meetings.
</li></ul></div>ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

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