Full Time Teller with New Accounts Duties
Teller Job 18 miles from Mishawaka
Are you looking for a work environment where you can care about customers? Would you enjoy working for a company that is community and employee focused? Do you have some experience in Financial Services and Customer Care? First State Bank has an opportunity for you to check out!
First State is community bank headquartered in Middlebury, Indiana. We have branch offices in Goshen, Elkhart and South Bend. We take the term "Community Bank" to heart. We support organizations that help families and youth in our area with donations and encouraging employees to volunteer their time and talents in places where they like to make a difference.
We work hard here, but we have fun while we do it!
Right now, we are looking for a Full-Time Teller with New Accounts Duties in our branch office located in downtown Goshen, Indiana. Along with being a teller the majority of the time, we will need you to help out our team by learning New Accounts duties so you can help customers with the products and services we have.
Here are things that you would do during your work day:
* Provide friendly, caring customer service while opening new accounts for our customers
* Utilize technology to help you and our customers
* Follow instructions and procedures set out by the Bank
* Develop an understanding of our Bank's products and services
* Count money accurately
* Learn new skills such as new systems and procedures
And here are some skills that you will need:
* Friendly personality, positive attitude and professional image
* High School diploma or equivalent
* We really are looking for someone with New Accounts experience in the Banking Industry
* Ability to communicate with people from different backgrounds and age groups
* Proven customer service skills
* Reliable transportation (we need you to be here when you are scheduled unless you are sick :))
* Willingness and ability to adjust to a change in work schedule with adequate notice
* Ability to successfully complete our in-house training program
Full time employees qualify for health care benefits (including vision and dental), 401K retirement plan, paid vacation time, holiday pay as well as a personal health coaching program.
The position offers good working conditions and environment. You must be able to lift and move coin bags weighing up to 25 pounds. You may be sitting or standing for long periods of time during your day.
If you can speak Spanish WONDERFUL!!
If you have previous banking experience GREAT - that's what we are looking for!
FIRST STATE BANK IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
Teller
Teller Job 5 miles from Mishawaka
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
* Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
* Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
* Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
* Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
* Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
* Exceptional delivery of our 5 Culture Promises
* Complete educational training as assigned and self-educate using bank designed programs and applications
* Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
* Knowledge and adherence to all security and dual control processes
* Responsible to participate in branch opening and closing tasks as needed
* Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
* Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
* Work evening hours and weekends as scheduled, assigned, or necessary
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Knowledge of computers and the Teller System
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:
* High School Diploma or equivalent preferred
Work Experience:
* Customer service experience preferred
* Cash handling experience preferred
* Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Part Time Teller
Teller Job 46 miles from Mishawaka
Part-time Description
This part-time position offers up to 29 hours per week and is an exciting opportunity to make a meaningful impact on the financial well-being of our members. As a Personal Advisor, you will process financial transactions, provide expert product recommendations, and resolve account inquiries. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals. You'll represent the Credit Union with professionalism, helping to build lasting member relationships
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
ATTENDANCE: Punctuality and consistent presence are essential to ensuring members receive timely service. Physical presence on site is required.
PROFESSIONALISM: Be the welcoming face of our Credit Union. Always project a friendly, professional demeanor to members, coworkers, board members, and visitors.
MEMBER SERVICE: Efficiently handles a variety of member service transactions (in-person, inbound, outbound and online), including deposits, withdrawals, account maintenance, and cross offers. Proactively assist members with questions and challenges related to loan services, fraud protection, wire transfers, card services, and more. Proficiently and effectively process a variety of basic or common member service transactions, via phone, digitally, or in person.
SALES AND SERVICE:
BUILD RELATIONSHIPS & CROSS-OFFER: Develop strong, meaningful relationships with members by understanding their financial needs. Actively cross-sell products and services that align with their goals. Help members make informed decisions about savings accounts, loans, credit union products, and other financial services.
ADVISE MEMBERS: Serve as an advisor, providing guidance on how members can best use our services-such as online banking, mobile app. Advising ideal options regarding consumer lending needs, mortgage needs or investment options along with certificates of deposit, checking accounts, money market accounts, debit cards and other OMNI products or services-to achieve financial success. Take the time to explain terms, interest rates, account benefits, and product features to ensure members feel confident in their financial decisions.
APPLICATION ASSISTANCE & DATA VERIFICATION: Assist members with product and service applications, explaining the process, verifying necessary documentation, and making sure everything is accurate.
CASH HANDLING: Maintain and balance cash drawers, ensuring accuracy and security in all transactions. Safeguard cash and negotiable instruments according to established procedures.
COMPLIANCE & CONFIDENTIALITY: Follow all policies and regulations, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Maintain confidentiality and safeguard member data and credit union information.
OFFICE DUTIES: Assist with general administrative tasks, such as filing, data input, answering phones, and other routine office activities, ensuring smooth operations.
TRAINING & MENTORSHIP: Assist in training new employees as necessary and stay up to date with ongoing training to ensure service excellence.
Completes new hire training and training with mentor, digital channel and phone training, completes training to learn credit union products and services. Additional training may be offered.
TEAM COLLABORATION: Work cooperatively with colleagues to support team goals and maintain a positive work environment.
OTHER DUTIES: Perform additional duties as assigned by managers or supervisors.
SUPERVISORY RESPONSIBILITIES:
None
PERFORMANCE STANDARDS:
KNOWLEDGE: Demonstrate a thorough understanding of Credit Union products and services, with the ability to assist members in maximizing the value of these offerings.
MEMBER FOCUS: Show a cooperative, positive attitude toward members and Credit Union employees always.
PROFESSIONALISM: Maintain a professional appearance and demeanor that reflects the Credit Union's values and guidelines.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. required.
1-3 years of experience in customer service or retail sales environment preferred.
LANGUAGE SKILLS:
Ability to read and interpret business documents, professional journals, and governmental regulations.
Capable of writing/understanding business correspondence and procedure manuals.
Confident in presenting information to managers, employees, and members.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide.
REASONING ABILITY:
Strong judgment, problem-solving, and decision-making skills.
Ability to use creativity and negotiation skills, especially when resolving complex member inquiries.
CERTIFICATES, LICENSE, REGISTRATIONS:
Must be bondable and maintain bondability throughout employment.
TECHNOLOGY SKILLS:
Personal computer applications knowledge and skills to include Microsoft Office. Proficient in Microsoft Office and capable of learning new technology quickly.
Comfortable typing and using computer applications for member service and sales purposes.
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. This role requires frequent sitting, standing, walking, talking, and listening, and lifting of up to 20 pounds. Vision abilities required include close and distance vision and adjusting focus. Reasonable accommodations may be made to enable individuals with disabilities.
WORK ENVIRONMENT:
This role operates in a climate-controlled office, with occasional noise from multiple member transactions. While the noise level is moderate, the atmosphere remains professional and team oriented. Due to the nature of our business, there is a risk of exposure to potentially hazardous conditions.
MENTAL DEMANDS:
To perform this job successfully, the individual must stay alert to member needs, be resourceful in offering solutions, and maintain a focus on building positive relationships. The ability to multi-task, negotiate, and stay organized is key to success. In certain circumstances, problem resolution may require considerable diplomacy while dealing with difficult people.
NOTE:
Job descriptions are intended to describe the general nature and level of work performed. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications required.
Teller
Teller Job 33 miles from Mishawaka
Department: Teller
Reports to: Branch Management
Supervises: None
Summary: Provides prompt, courteous service to customers by processing transactions provided, answering questions, and referring to other departments. Acts as a resource to other tellers, and has certain levels of operational authority. Accurately maintains a fund of cash. Functions as the bank's primary contact with the public.
Essential Job Functions:
Serves customers at teller window, processing a variety of transactions using own judgment within limits regarding the validity of transactions presented.
Meet with current or prospective customers and counseling them on the benefits and features of bank products.
Stays abreast of regulations, robbery and physical security changes at Branch to protect oneself and the Branch.
Prepares forms for opening/closing accounts, including checking, savings, CD's, savings bonds. Establishes proper identification of new customer, and decides whether to accept new account based on credit report and ID provided.
Trained on FSB's Customer Acquisition and Growth program and able to perform duties aligned with the program.
Telephone inquiries from customers and other bank personnel, which could include answering questions on bank products, referring customers to other bank departments (financial services, trust).
Sells money orders, cashier's checks, and cash advances.
Process transactions that arrive in the night drop or mail and send customers receipts.
Order funds for businesses, coin and bills, ordering foreign currency.
Balance cash drawer.
Balance ATM machine.
Maintain vault cash, open/closes vault daily, if given responsibility of vault teller.
Balances ledger accounts daily/when needed.
Recognize customer needs and refer to respective department.
Performs other related duties as assigned.
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. This position requires regular use of a computer. The employee must be able to travel between branch locations on a regular basis. The noise level in the work environment is usually light to moderate.
Requirements
Job Requirements:
High School Education or equivalent.
Customer Service skills, both phone and face to face.
Ability to work within defined parameters and make decisions using provided guidelines.
Knowledge of bank products and services, and regulatory requirements related to cashing checks, and other deposit/loan payment transactions.
Salary Description $15.00 to $18.00 per hour
Part Time Teller
Teller Job 31 miles from Mishawaka
This part-time position offers up to 29 hours per week and is an exciting opportunity to make a meaningful impact on the financial well-being of our members. As a Personal Advisor, you will process financial transactions, provide expert product recommendations, and resolve account inquiries. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals. You'll represent the Credit Union with professionalism, helping to build lasting member relationships
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
ATTENDANCE: Punctuality and consistent presence are essential to ensuring members receive timely service. Physical presence on site is required.
PROFESSIONALISM: Be the welcoming face of our Credit Union. Always project a friendly, professional demeanor to members, coworkers, board members, and visitors.
MEMBER SERVICE: Efficiently handles a variety of member service transactions (in-person, inbound, outbound and online), including deposits, withdrawals, account maintenance, and cross offers. Proactively assist members with questions and challenges related to loan services, fraud protection, wire transfers, card services, and more. Proficiently and effectively process a variety of basic or common member service transactions, via phone, digitally, or in person.
SALES AND SERVICE:
BUILD RELATIONSHIPS & CROSS-OFFER: Develop strong, meaningful relationships with members by understanding their financial needs. Actively cross-sell products and services that align with their goals. Help members make informed decisions about savings accounts, loans, credit union products, and other financial services.
ADVISE MEMBERS: Serve as an advisor, providing guidance on how members can best use our services-such as online banking, mobile app. Advising ideal options regarding consumer lending needs, mortgage needs or investment options along with certificates of deposit, checking accounts, money market accounts, debit cards and other OMNI products or services-to achieve financial success. Take the time to explain terms, interest rates, account benefits, and product features to ensure members feel confident in their financial decisions.
APPLICATION ASSISTANCE & DATA VERIFICATION: Assist members with product and service applications, explaining the process, verifying necessary documentation, and making sure everything is accurate.
CASH HANDLING: Maintain and balance cash drawers, ensuring accuracy and security in all transactions. Safeguard cash and negotiable instruments according to established procedures.
COMPLIANCE & CONFIDENTIALITY: Follow all policies and regulations, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Maintain confidentiality and safeguard member data and credit union information.
OFFICE DUTIES: Assist with general administrative tasks, such as filing, data input, answering phones, and other routine office activities, ensuring smooth operations.
TRAINING & MENTORSHIP: Assist in training new employees as necessary and stay up to date with ongoing training to ensure service excellence.
Completes new hire training and training with mentor, digital channel and phone training, completes training to learn credit union products and services. Additional training may be offered.
TEAM COLLABORATION: Work cooperatively with colleagues to support team goals and maintain a positive work environment.
OTHER DUTIES: Perform additional duties as assigned by managers or supervisors.
SUPERVISORY RESPONSIBILITIES:
None
PERFORMANCE STANDARDS:
KNOWLEDGE: Demonstrate a thorough understanding of Credit Union products and services, with the ability to assist members in maximizing the value of these offerings.
MEMBER FOCUS: Show a cooperative, positive attitude toward members and Credit Union employees always.
PROFESSIONALISM: Maintain a professional appearance and demeanor that reflects the Credit Union's values and guidelines.
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. required.
1-3 years of experience in customer service or retail sales environment preferred.
LANGUAGE SKILLS:
Ability to read and interpret business documents, professional journals, and governmental regulations.
Capable of writing/understanding business correspondence and procedure manuals.
Confident in presenting information to managers, employees, and members.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply, and divide.
REASONING ABILITY:
Strong judgment, problem-solving, and decision-making skills.
Ability to use creativity and negotiation skills, especially when resolving complex member inquiries.
CERTIFICATES, LICENSE, REGISTRATIONS:
Must be bondable and maintain bondability throughout employment.
TECHNOLOGY SKILLS:
Personal computer applications knowledge and skills to include Microsoft Office. Proficient in Microsoft Office and capable of learning new technology quickly.
Comfortable typing and using computer applications for member service and sales purposes.
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. This role requires frequent sitting, standing, walking, talking, and listening, and lifting of up to 20 pounds. Vision abilities required include close and distance vision and adjusting focus. Reasonable accommodations may be made to enable individuals with disabilities.
WORK ENVIRONMENT:
This role operates in a climate-controlled office, with occasional noise from multiple member transactions. While the noise level is moderate, the atmosphere remains professional and team oriented. Due to the nature of our business, there is a risk of exposure to potentially hazardous conditions.
MENTAL DEMANDS:
To perform this job successfully, the individual must stay alert to member needs, be resourceful in offering solutions, and maintain a focus on building positive relationships. The ability to multi-task, negotiate, and stay organized is key to success. In certain circumstances, problem resolution may require considerable diplomacy while dealing with difficult people.
NOTE:
Job descriptions are intended to describe the general nature and level of work performed. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications required.
Full-Time Teller
Teller Job 48 miles from Mishawaka
If you want to change people's lives and love to brighten people's days with your smile, we would love to meet you! Tech Credit Union currently has an opening for a Full-time Teller in our Valparaiso Rt. 30 branch.
Come work with the "Best Credit Union in the Region"! In our 11 branches, our teams provide our Members with better options that guide them on the path to reach their financial goals throughout life's journey.
Since 1936, we have been a trusted financial partner to generations of Members and their families in Northwest Indiana and the Chicagoland South Suburbs.
As a Full-time Teller, your day-to-day functions would include (but are not limited to):
Provide exceptional care and customer service to our Members aligning with Tech Credit Union's Mission, Vision, and Core Values
Answer our Members' questions and provide assistance with their accounts with courtesy and professionalism
Explore financial products or services that may help our Members reach their financial goals
Actively participate in the growth and advancement of Tech Credit Union
Protect our Members' financial accounts by diligently following all procedures, government regulations, and security guidelines
Open new accounts for Members
Accurately and efficiently perform financial transactions such as
Deposit checks and cash to checking, savings, and club accounts
Apply loan payments
Prepare money orders and other financial instruments
and more
Qualified Full-time Teller applicants for our Valparaiso Rt. 30 branch will have:
2+ years of experience in a customer-facing role; banking experience is desired
Ability to perform basic mathematical functions
High school diploma, GED, or equivalent certification
Strong active listening skills and ability to communicate effectively
Ability to use empathy
Proactive problem-solving skills
Ability to gain knowledge of new procedures, concepts, and products
Cash handling experience
A strong desire to help our Members with exceptional, friendly service
Availability to work a 40-hour schedule between the hours of 7:30 am - 6:00 pm Monday through Friday and 9:00-1:00 on Saturdays
Tech Credit Union offers:
Opportunities for career growth and advancement
Purpose-driven culture
Teller - Part Time
Teller Job 37 miles from Mishawaka
A Teller provides customers with proficient and accurate transaction processing. Maintains a strong customer focus to strengthen relationships to retain present customers and develop new business by providing Exceptional Service and Sensible Advice. Tellers preferably have more than 1 year of experience in payment processing and professional sales experience in a service-oriented environment.
Principal Accountabilities
Represent the Bank to the customer in a courteous, professional manner in face-to-face, drive through and telephone communications. Provide timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Working knowledge of bank processes, products and services as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through active involvement in local organizations and events.
Duties
* Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into Bank records.
* Report suspicious transactions or unusual occurrences to supervisor.
* Process withdrawal requests, review documents for proper signatures, verify identity of customer and enter transactions into Bank records.
* Receive payments for loans, ensuring that payments equal the amount due and that all charges, if applicable, are collected.
* Issue financial instruments, such as traveler' checks, cashier's checks, etc. in accordance with Bank procedures.
* Update customer account information. Recommend bank products and services to meet customer's changing needs.
* Educate customers on digital banking services (mobile checking deposit, online bill pay, etc.) and encourage electronic banking and e-statement adoption.
* Responsible for balancing the day's transactions according to standard procedures, and auditing and investigating end of day balancing discrepancies until resolved.
* Apply risk assessment skills to all customer requests. Use risk management tools such as identification procedures, check holds, and Decision Making Guide. Participate in monthly risk assessment testing as required.
* Perform all work in compliance with established regulations, policies, and established procedures.
* Maintain customer confidence and protect bank operations by keeping information confidential.
* Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
* May be trained as vault teller responsible for management of cash inventories.
* Other duties as assigned.
Qualifications & Skills
* High school diploma or equivalent. Prior sales or banking experience preferred with one year of experience as a Bank Teller, or the equivalent combination of banking, payment processing and professional sales experience in a service-oriented environment.
* Ability to present a professional image and communicate with public, co-workers, management, customers and others in a courteous, positive and professional manner.
* Ability to read, process, understand and apply written training material content to daily activity.
* Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
* Requires concentration to avoid mistakes in counting cash.
* Ability to perform basic mathematical computations using various business machines and/or computers.
* Must have proficient typing and computer skills.
Core Competencies
* Active Listening
* Relationship Building
* Attention to Detail
* Risk Management
* Customer Focus
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demand:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
90-100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.
90-100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.
90-100%
Able to remain in upright stationary position at counter height of approximately 48" for long periods of time.
90-100%
Able to grasp, move and sort forms and papers.
90- 100%
Regularly move about the branch to access file cabinets, storage drawers and various office equipment such as cash counters and printers.
75-100%
Occasionally position self to reach heights between floor and 6'.
Must be able to lift up to 50 pounds at times.
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
Teller
Teller Job 48 miles from Mishawaka
Member Experience Representatives (MERs) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.
Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards.
Listen actively to fully understand and answer Members' questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members' relationships by building trust and confidence.
Accurately process transactions in accordance to the MER 1 responsibilities, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing withdrawals, processing transactions from night depository, etc.
Review all activities for compliance with established policies, procedures and regulations.Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.
Balance assigned cash drawer during and at the end of each work day.
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.
#zr
Requirements
Must have High School Diploma or equivalent
Previous financial industry experience preferred
Must be able to learn and apply a variety of software applications
High degree of accuracy and attention to detail
Prior experience in a retail service environment to include cash handling and member service preferred
Teller (Client Services Representative), Goshen Banking Center, Goshen, IN
Teller Job 18 miles from Mishawaka
Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS * Processes financial transactions for clients accurately and efficiently.
* Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed.
* Builds client loyalty; establishes client relationships, including addressing each client by name.
* Consistently delivers exceptional customer service to each and every client.
* Follows established Bank policies, procedures and guidelines.
* Participates in retail sales programs to help meet personal and banking center goals.
* Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
* Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work).
* Responsible for the completion of all compliance training related to the position.
* Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
* One (1) or more years of customer or retail service experience preferred.
* Bilingual in Spanish preferred.
* Cash handling experience preferred.
* Ability to respond and assist clients with inquiries and/or problem resolution.
* Customer service and sales oriented.
* Careful attention to detail and time management.
* Good listening and verbal and communication skills.
* Good PC skills - ability to work in Windows based system essential.
* Ability to cross-sell bank products and services.
* Ability to work evenings and weekends based on banking center needs.
* Ability to communicate in another language is a plus.
* Good organizational skills.
* Ability to work in a team atmosphere.
* Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
* Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
High School Diploma/GED required.
TRAVEL REQUIREMENTS
Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Travel Universal Banker
Teller Job 5 miles from Mishawaka
Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple branch locations as needed
Primary Responsibilities and Duties:
Maintains a high level of membership in accordance with the EVERWISE CREDIT UNION Service Expectations.
This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center)
Responsible for maintaining a high level of confidentiality about member account information.
Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need.
Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly.
May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties.
Comply with the credit union
Check Cashing, Cash Control and Transaction Approval Limits
policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc.
Volunteers for special projects within the scope of job responsibilities.
Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union.
Knowledge/Skills:
Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication
Ability to proactively solve problems by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION.
High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling.
Proficient cash handling skills.
Ability to work in a fast-paced diverse and universal environment.
Practical application and general understanding of various computer applications
Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin
Minimum Requirements:
High School Diploma, GED or equivalent certification.
Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred.
Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Part Time (20 Hours) Associate Banker Ironwood & SR 23, South Bend, IN
Teller Job 5 miles from Mishawaka
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time (20 Hours) Associate Banker Ironwood & SR 23, South Bend, IN
Teller Job 5 miles from Mishawaka
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time (30 Hours) Associate Banker Greenleaf, Elkhart, IN
Teller Job 10 miles from Mishawaka
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Retail Banker Float
Teller Job 32 miles from Mishawaka
Salary Range: Starting at $17.25 (pay is reviewed after 90 days)
Are you a friendly, customer service-oriented individual interested in working for a company that cares about your future? Do you have excellent problem-solving skills and an ability to refer services to meet your client's needs? As a Retail Banker Float for our South Region, you will work from a variety of offices and perform the following duties:
Provide courteous and professional service to your clients.
Process teller transactions such as deposits, withdrawals, payments and cashing checks.
Discern the needs of your clients and match them with the products and services that serve them best.
Open and provide maintenance on client accounts.
This position will primarily cover our Akron, Argos, Medaryville, Mentone, Pierceton, Plymouth, Rochester, and Silver Lake offices.
As a new employee you will be provided with extensive training at our Lake City University located in Warsaw, Indiana. Our Retail Banker Schools set a foundation for success and equip you with the knowledge and skills necessary for you to thrive in your career.
Basic Qualifications Include:
High school diploma or equivalent required.
Basic PC, 10-key, and general office skills required.
Basic understanding of bank accounting transactions required.
One year banking experience preferred.
Hours: 30 or more hours per week; Monday-Saturday (Work 2 or 3 Saturdays per month)
Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.
Teller Retail Banker
Teller Job In Mishawaka, IN
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:
· High School Diploma or equivalent required.
Work Status:
· Full-time.
Supervisory Responsibility:
· No.
Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
**Job:** **Branch Banking*
**Organization:** **Indiana*
**Title:** *Teller Retail Banker *
**Location:** *Indiana-Mishawake*
**Requisition ID:** *067550*
Traveling Universal Banker
Teller Job In Mishawaka, IN
Minimum Hourly Rate:
$19.00
Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.
A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.
What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?
What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.
Supervisory Responsibilities: No
Summary: As the front-line client ambassador for Centier, the Universal Banker is cross trained to provide a remarkable experience for clients. This position will have a thorough understanding of the client's transaction requirements and be able to effectively communicate all available options to them. They are accountable for educating clients, retaining, and deepening existing bank client relationships, and recommending value-added bank products and services. This position participates in the daily operations of the branch, which could include, assisting clients with account openings, account management, and other financial service needs and maintenance.
The position also provides timely and efficient completion of client transactions while maintaining accurate records and thorough handling of all monies assigned. This position proactively participates in the servant sales process of the branch as directed by management and helps to implement sales tactics to enrich lives as a financial guide for an even better tomorrow.
Essential Duties and Responsibilities:
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, and professional manner.
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business.
Understand, promote, and advise on the bank's products, services and digital delivery channels.
Perform the basic transactions of a paying and receiving teller such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further approval when necessary, issuing money orders, official checks, and redeeming savings bonds.
Count drawer daily and ensure that cash is in balance. When not in balance, must make effort to identify error.
Comply with BSA/AML/OFAC regulations and guidelines while identifying and reporting any type of suspicious activity or clients to management and/or the Security Department.
Maintain a position of trust and responsibility by keeping all customer business confidential.
Handle and resolve client problems and complaints in a quick and efficient manner.
Assist in verifying currency shipments, drop-off and night-drop deposits, balancing the cash machines, branch ATM, and branch vault.
Assist associates with balancing their drawers and locating errors.
Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities.
Actively strive to achieve individual, branch, and organizational goals and communicate progress to manager.
Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs.
Represent Centier professionally with virtual and/or outside community involvement, external initiatives, and volunteerism. Log all hours in volunteer system.
Engage in personal development activities such as online learning and internal/external training to assist in career growth.
Identify and act on opportunities to refer clients to specialists in other lines of business.
Perform PA's, aisle time, and other promotional activities (if applicable).
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area and branch, adhering to the Clean Desk Policy.
Follow Centier's Mission, Essentials of Excellence and Values in all interactions.
Other Duties and Responsibilities:
The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Mentor fellow associates on various tasks and assignments.
Available to work evenings, some weekends and at other branches as needed.
Skills and Experience:
Working knowledge of PC software including MS Windows and Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, Social Media platforms, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet, and all other bank approved software systems.
Proofread and verify written materials.
High attention to detail to ensure accuracy.
Data entry and retrieval of information into a computer, sorting documents, and following logical instructions and systems.
Make texture judgments in verifying the authenticity of currency.
Ability to work well with others and in a team environment.
Ability to work through client problems by listening to understand and thinking through all options. Recommend and implement solutions.
Consultative skills to identify a client's financial needs and recommend solutions.
Adopt new technology, system conversions and software rollouts to successful implementation.
Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals.
Train new associates as a Branch Teller Mentor and successfully onboard them for Retail Banking
Interview clients at the new accounts desk to accurately assess needs and manage the account opening process for personal and business products from start to finish.
Qualifications:
High School diploma or equivalent.
Banking experience is a plus, but not required.
Minimum of six months customer service/cash handling experience is desirable.
Traveling Universal Banker Expectations
The Traveling Universal Banker role is responsible for traveling daily to banking centers within the Michiana footprint. Please note that associates may travel to locations in any of our communities including:
Michiana Market - Elkhart, Goshen, Granger, Mishawaka, Plymouth, South Bend
Having flexibility to travel to all branch locations within the respective market is required. These positions will float as needed, with or without prior notice.
What do I do now?
Apply with us!
Refer this opening to others!
Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************.
Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Member FDIC
Part Time (30 Hours) Associate Banker Willowcreek, Portage, IN Bilingual English and Spanish Required
Teller Job 48 miles from Mishawaka
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Reading and Speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Key Private Bank Associate Relationship Manager - Licensed
Teller Job 5 miles from Mishawaka
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned to the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
Responsibilities
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations to demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree in business related field or equivalent work experience (required)
Experience Qualifications
3+ years of financial services related experience (required)
Licenses and Certifications
FINRA Series 7 and 66 (or 63 & 65) (required)
Tactical Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Experience in working with High Net Worth individuals and their financial issues preferred.
Experience working in credit teams and have a proven understanding of the importance of asset quality and exceptional customer service preferred.
Sales or customer service experience.
Personal Skills
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Empathy: Leverages active listening skills to understand others' thoughts and emotions and evaluates everybody's side of a disagreement before making decisions; imagines self in other's place and appreciates diverging viewpoints
Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence
Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others' viewpoints and asks questions to ensure mutual understanding
Resilience: The ability to remain unaffected by the moods and behaviors of others, while remaining empathetic, and demonstrate a strong sense of belief in one's own abilities
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Job Posting Expiration Date: 01/31/2025
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Universal Banker / Teller
Teller Job 40 miles from Mishawaka
Reports To: Branch Manager / Branch Supervisor FLSA Status: Non - Exempt Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide customers with excellent customer service by accepting and processing all financial transactions presented to the Teller including but not limited to various types of deposits, withdrawals, loan payments, wire transfers, stop payments, check cashing, and cash advances within the set guidelines and limits.
* Build and maintain customer relations by providing high-quality service
* Assist customers from start to finish acting as a full relationship manager
* Interview customers to obtain information, explain available financial services such as Checking and Saving accounts, Individual Retirement accounts, Certificates of Deposits, and Savings Bonds, and open new accounts using needs-based techniques
* Discuss and sell electronic services
* Collect all information necessary for a Commercial Loan/Mortgage application and provide the lender with all necessary information
* Discuss and refer Wealth Management services
* Solving branch operations matters
* Proactively sell bank products
* Understand and support marketing initiatives
* Clean and organize branch/work area
* Balance drawers within established guidelines
* Prepare, verify, and order incoming and outgoing cash shipments
* Handle daily vault duties which could include buying and selling working cash
* Prepare and sign cashier's checks, loan checks, and wires within assigned limits
* Open and close the branch during the absence of management
* Audit other Teller or Universal Banker drawers
* Service, balance, and audit, TCR, PTM, self-service coin machines, and other branch technology
* Close accounts when necessary
* Ability to lead the branch during the absence of management
* Discussing and processing overrides for lesser experienced tellers
* Mentor/Train incoming Tellers/Universal Bankers
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 essential functions.
Education and/or Experience
High School diploma or general education degree (GED); one to three weeks training; and at least one-year equivalent combination of education and experience.
Technical Skills
* Customer service
* Attentiveness to detail
* Basic computer skills
* General Math skills
* Microsoft programs
* Assorted Jack Henry programs
* Web-based programs
* TCR, PTM, and coin machine knowledge
People Skills
This position is primarily responsible for handling customer transactions, resolving problems, and pursuing sales opportunities. Required needs include but are not limited to, empathetic listening skills, strong personal skills along with a sincere desire to assist the customer while maintaining confidentiality and protecting the bank's interests.
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 essential functions.
While performing the duties of this job, the employee is regularly required to stand, use hands to finger, handle or feel; reach with hands and arms; and talk and hear. The employee frequently is required to sit, stoop, kneel, crouch, or crawl. The employee is occasionally required to walk and climb or balance. The employee must occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision, and the ability to adjust focus.
Salary and Benefits
* Pay based on experience and performance
* Paid Vacation
* Paid Holidays
* 401 (k) - bank sponsored
* Vision Insurance
* Flexible Spending Account Program for medical and/or childcare expenses
Additional benefits for full-time employees
* Paid Sick Time
* Blue Cross/Blue Shield Medical - PPO
* Delta Dental
* Life insurance and AD&D
* Short-term and long-term disability
* Insurance waiver - salary credit for opting out of the medical plan
Part Time Associate Banker Valparaiso Chesterton, Michigan City, IN (30 Hours)
Teller Job 47 miles from Mishawaka
JobID: 210572517 JobSchedule: Part time JobShift: : We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience