Float Teller
Teller Job 8 miles from Orange
*** As a Float Teller, you will be covering our Yorba Linda and Corona branches as needed. ***
What You Will Be Doing
Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required).
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing.
Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities.
Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Helping coach Banking Specialist I on products, services, policies and procedures.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals.
Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities.
What Do You Need for this Position?
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
New Account Representative
Teller Job 35 miles from Orange
Under general supervision and following established policies and procedures, provides new account services and customer assistance. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.
DUTIES
Processes various new accounts transactions by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed.
Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, ordering checks.
Maintains files on status of accounts and prepares appropriate branch reports.
Promotes and cross-sells the Bank's services and products.
Trains Customer Services Representative in opening new accounts and performing all new account desk functions.
Backs up supervisor duties as needed.
Performs other duties as assigned.
QUALIFICATIONS
EDUCATION: High school graduate or equivalent; some college business classes preferred but not mandatory.
EXPERIENCE: 2-3 years branch operations experience in a banking environment; thorough knowledge of Bank products and services.
SKILLS/ABILITIES
PC literate
Organized and detail-oriented
Strong communication skills
Bilingual (English/Spanish) may be required
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Excellent management and communication skills
Both written and verbal
Ability to travel
Ability to work effectively with all levels of management
End-users and vendors.
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Banker / Universal Banker - Mandarin/Cantonese
Teller Job 12 miles from Orange
Mandarin/Cantonese Speaking Universal Banker
The Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships.
Key Responsibilities:
✅ Customer Service & Sales
Greet and assist customers with their banking needs in Mandarin or Cantonese and English.
Provide personalized financial solutions by identifying customer needs and recommending suitable banking products.
Educate customers on digital banking tools and services.
Cross-sell and upsell products such as credit cards, loans, and investment solutions.
✅ Banking Transactions & Operations
Process deposits, withdrawals, transfers, and other financial transactions efficiently.
Open new accounts, including checking, savings, CDs, and IRAs.
Assist with loan applications and provide basic lending guidance.
Ensure compliance with all bank policies and procedures, including regulatory requirements.
✅ Relationship Building & Community Engagement
Build lasting relationships with customers and provide proactive financial guidance.
Engage with the Mandarin/Cantonese-speaking community to promote banking services and financial literacy.
Participate in local networking and outreach events to develop new business opportunities.
✅ Risk & Compliance
Maintain accuracy and security in handling customer transactions and sensitive information.
Follow anti-money laundering (AML) and Know Your Customer (KYC) procedures.
Resolve customer issues and escalate concerns as needed.
Qualifications & Skills:
Fluency in Mandarin or Cantonese (spoken and written) required.
Bachelor's degree in Business, Finance, or a related field preferred.
1+ years of experience in banking, financial services, or retail sales.
Strong customer service, communication, and problem-solving skills.
Ability to multitask and work in a fast-paced environment.
Proficiency in Microsoft Office and banking software.
Work Environment:
In-branch position with occasional community outreach activities.
Flexible work hours, including weekends, based on branch needs.
Compensation & Benefits:
Competitive base salary plus performance-based incentives.
Health, dental, and vision insurance.
401(k) plan with company match.
Paid time off and professional development opportunities.
Desired Skills and Experience
The Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Teller - Part Time - Huntington Beach, CA
Teller Job 11 miles from Orange
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Part-Time Teller (Client Service Associate) to provide top notch customer service to our clients and customers at our Huntington Beach, CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record
* Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
* Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources
* Identifies and maximizes cross-sell banks opportunities through exploring needs
* Other duties as assigned
Qualifications:
* Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience
* Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking
* Must have solid balancing and customer service skills
* Ability to cross-sell bank products based on clients' needs
Schedule: Monday - Friday, 10am - 2pm, 20 hours/week
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits, including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.
Teller
Teller Job 33 miles from Orange
Job Summary / Description
LAFCU's Teller provides excellent member service to Members and Non-Members alike that visit one of LAFCU's branches. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of checking, savings, and other credit union products/services. This position is a full time position and reports to Branch Manager I at the employee's assigned branch location.
Job Summary / Description
Under limited supervision performs a wide variety of assigned teller tasks associated with the processing of member transactions such as deposits, withdrawals, loan payments, posting of transactions, cashier checks, wire transfers, etc.
Responsible for completion of deposits and withdrawals and process authorized account changes.
Able to utilize Cash Recycler Machines.
Provide superior and quality member service; provide members efficient and accurate transaction processing.
Balance cash drawer at the end of the day or shift.
Promote and maintain positive relations with all contacts, members and potential members.
Promote credit union's products and services, consistently cross-sell LAFCU products at every opportunity to meet the member's needs.
Maintain all required forms and may assist in related areas of Credit Union operations.
Adhere to credit union teller policies and procedures to comply with state and federal rules and regulations and other related compliance requirements.
Qualifications & Opportunities
Requires basic arithmetic and communications ability, and six months to one-year recent teller/cash handling experience in a financial institution or equivalent.
Ability to type 35 wpm.
Possess good oral communication skills.
Maintain a professional appearance.
Salary
The minimum and maximum base salary range for this position is $18.58 to $25.79 in California.
The target starting base hourly rate is between $18.58 to $22.18.
This compensation and benefits information is based on Los Angeles Federal Credit Union's good faith estimate as of the date of publication and may be modified in the future.
The starting base salary within the range will depend on a variety of factors that may include relevant prior experience and/or education, or skills and expertise.
LAFCU is an Equal Opportunity Employer. We are committed to building an inclusive and diverse workforce
Branch Teller- (Anticipating Openings PT 30hrs)
Teller Job 37 miles from Orange
The Branch Teller I is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying opportunities for cross-selling services and products. Also generates referrals to business partners accordingly.
Responsibilities
Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc. Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
Responds to member inquiries in person, by telephone, or by mail. Resolves routine issues and directs complex issues to the appropriate management staff member.
Participates in all assigned employee development programs in support of the Credit Union's commitment to excellence in sales and service, continuous improvement, quality, and teamwork.
Balances daily work.
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
Performs routine office and clerical duties such as: requisitioning supplies and maintaining accurate, current files.
Maintains cash drawer in accordance with assigned cash limits and policy and procedures.
Must consistently report to work on time, as scheduled.
Other duties may be assigned.
Must be flexible to work out of any location at any time, as business needs dictate.
Branch Hours
Monday - Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 6:00 PM
Saturday: 9:00 AM to 2:00 PM
Qualifications Education
High School or GED
Experience
Must have at least 1 year to 24 months of customer service and/or cash handling experience
Knowledge, Skills & Ability
Must a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel.
Must be detail oriented and have the ability to multi-task in a fast paced environment.
Must have a demonstrated ability to deliver consistently superior customer service.
Recent cash handling or previous teller experience preferred. Knowledge of Symitar system a plus.
Disclaimer
Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.
Pay Range USD $17.28 - USD $25.92 /Hr.
Teller - 1998638
Teller Job 33 miles from Orange
What do we do? We get your resume seen, prepare you for the interview, and get you a job offer! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!
We are currently seeking an experienced Teller for a credit union located in Culver City, CA!
Type: Full-time, temp-to-hire
Pay: $18.89-20.39/hr
Branch hours: Monday - Friday: 9:00am - 5:00pm; Saturdays 9:00am - 1:00pm
Responsibilities:
Processing customer requests including deposits, withdrawals, loan payments, etc.
Daily cash balancing
Providing information to customers regarding the credit union's products and services
Requirements:
1 year of recent teller experience from a credit union or bank.
High school diploma required - candidate will be asked to provide a copy upon job offer.
Drug test required.
Symitar experience preferred.
Strong in cash handling and negotiable items.
Possess an enthusiastic and professional attitude.
Excellent written and verbal communication skill.
Teller
Teller Job 35 miles from Orange
* Essential Duties and Responsibilities include the following: * Uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service.
* Achieves and exceeds individual and branch sales and service targets through recommendations of new and existing products and services (e.g. accounts, loans, and credit cards), sales referrals, cross-selling, up-selling in a results-driven environment and provide the great experience to every customer.
* Uses a strong knowledge in the products and services offered at the Bank to confidently educate customers about the features, benefits, and pricing so they are better informed with a deeper level of understanding.
* Orders checks and makes changes to customer information in an accurate and timely manner according to the customer's request.
* Provides exceptional service in handling customers in person or over the telephone.
* Processes deposits, withdrawals, check cash, loan payments and other transactions including but not limited to reject items and returned items.
* Involves supervisors if transactions are over authority limits or exceptionally complex.
* Responsible for loss prevention in the processing all transactions and duties.
* Issues cashier's checks, bank checks, money orders and travelers checks.
* Keeps work station neat, clean and well stocked with supplies and brochure materials.
* Additional responsibilities as assigned by supervisors may include:
* Night & Mail Depository
* ATM balancing
* Safe Deposit Box
* Filing signature cards and documents
* May help with a variety of audits and verifications
* Input fund holds and stop payment request to core system
* Address changes, CD renewals, etc.
* Branch back counter capture
* Miscellaneous tasks and duties associated with the operations of a retail banking branch
* Complies with the Bank's security program, including but not limited to:
* Reviews and complies with the End-User Computing Agreement
* Acquires good knowledge on functions and usage of computer systems as related to the assigned job functions.
* Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
* Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.
* BSA, CRA, Fair Lending and other Compliance Responsibilities:
* Complies with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
* Inputs customer information to EZ teller for various transactions.
* Reports any suspicious activities to Operations Manager/ BSA officers.
* Verifies customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account.
* Report matches with NCCT and OFAC to Operations Officer or Operations Manager for further instructions.
* Professional Skills:
* Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
* Ability to remain flexible in order to adapt to changes in the work environment.
* Ability to study and apply new information.
* Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
* Ability to work accurately with close attention to detail.
* Ability to maintain confidentiality of sensitive information.
* Ability to work with co-workers, customers, and outside agencies professionally and tactfully.
* Possess a work ethic that includes neatness, punctuality, and accuracy.
* Must exhibit a professional, businesslike appearance and demeanor.
Job Qualifications/Requirements
* Minimum Education Level: High School Diploma
* Experience: Some experience in retail sales and customer service functions a plus.
* Combination of Experience and Education can meet the job requirements: Yes
* English: Written: Fluent Verbal: Fluent
* Computer/Systems Knowledge Requirements: Basic to Intermediate
* Communication skills:
* Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
* Ability to respond effectively to the most sensitive inquiries or customer complaints.
* Reasoning Skills:
* Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
* Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
The salary range for this full-time position is $17 Hourly - $19 Hourly + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
Customer Service
Teller Job 20 miles from Orange
Are you ready to join a prestigious Fortune 500 company where your passion for customer service will truly make a difference? We are seeking dynamic individuals like you to become an integral part of our exceptional team as a Customer Service Representative. This is not your ordinary customer service role - it's an opportunity to shape the customer experience and contribute to the success of a global leader.
We pride ourselves on being at the forefront of innovation, setting industry standards, and providing world-class solutions to our valued customers. As a Fortune 500 company, we have established a strong presence across the industry and have continued to do so for man years. Our commitment to excellence and customer-centric approach has enabled us to consistently deliver outstanding results and remain a trusted partner to countless organizations worldwide.
About the Role:
As a Customer Services Representative, you will play a pivotal role in ensuring customer satisfaction and enhancing our reputation for unparalleled service. You will serve as the primary point of contact for our valued clients, addressing their inquiries, resolving issues, and providing exceptional support throughout their journey. Your ability to build rapport, understand customer needs, and deliver personalized solutions will be key to your success.
What You'll Do:
· Engage with customers through multiple channels, including phone, email, and live chat, to provide prompt and accurate assistance.
· Listen attentively to customer concerns and inquiries, demonstrating empathy and understanding while maintaining professionalism at all times.
· Identify and analyze customer needs to offer tailored solutions, guiding them through our products and services effectively.
· Troubleshoot and resolve customer issues, ensuring prompt resolution and taking ownership of escalated cases when necessary.
· Collaborate closely with cross-functional teams to address customer concerns and improve overall customer satisfaction.
· Utilize our CRM system to maintain accurate records of customer interactions, update customer profiles, and follow up on pending inquiries.
What You'll Bring:
· Exceptional communication skills: You possess the ability to articulate complex information in a clear and concise manner, adapting your communication style to meet the needs of diverse customers.
· Empathy and patience: You understand that every customer interaction is unique and require a compassionate approach, demonstrating patience and understanding even in challenging situations.
· Problem-solving mindset: You thrive in a fast-paced environment and possess strong analytical skills to identify root causes of issues and provide effective solutions.
· Team player attitude: You enjoy collaborating with others and are eager to contribute to a supportive team environment where your insights and ideas are valued.
· Adaptability: You embrace change and are quick to adapt to evolving customer needs, technology advancements, and business requirements.
· Experience: Previous customer service experience, preferably in a fast-paced and customer-oriented environment, is highly desirable.
What we Offer:
· Competitive compensation package, including performance-based incentives and bonuses.
· Comprehensive benefits package, including health insurance and retirement plans.
· Opportunities for career growth and advancement within a renowned Fortune 500 company.
· Continuous learning and development programs to enhance your skills and expertise.
· A diverse and inclusive work environment that celebrates individuality and fosters collaboration.
· Remote work (work from home).
How to Apply:
If you are ready to take the next step in your customer service career and be part of a globally recognized organization, we would love to hear from you. Please submit your updated resume and a compelling cover letter outlining why you are the ideal candidate for this position. Our team of talent acquisition experts will review your application and reach out to qualified candidates to schedule interviews.
Customer Service (Bilingual in Korean)
Teller Job 10 miles from Orange
Customer Service
1. Company Introduction
At Trend Notes, we set ourselves apart as a competitive buying source. We have the muscle to back it up, too. Thanks to close relationships with more than 100 vendors in the LA Fashion District, our fashion forecasters know what's coming down the catwalk before it ever hits the racks. We set the trends that appear in shops and on the street. Every day, we snag fresh fads and of-the-moment styles. Through our distribution channel, which reaches over 34,000 retail customers, we pass the fashion onto you. A subscription to Trend Notes opens up access to regional trend readings that reveal what's hot in your area. We offer our wholesalers bi-weekly updates detailing the bestselling merchandise, color palettes, and styles that apply to their location.
Trend Notes is an Irvine-based fashion wholesaler specializing in trendy womenswear, accessories, and children's clothing since 2010. Their core business goals are quality control, inventory management, and customer service.
2. Customer Service Responsibilities:
Cultivate and maintain positive relationship with VIP clients
Swiftly resolve customer issues and complaints, ensuring maximum satisfaction
Provide product recommendations to both existing and potential customers
3. What we are seeking:
Minimum of 2-3 years of work experience
Quick learner and able to adjust to changing environments and priorities.
Able to work in a fast paced environment and work well under pressure.
We are looking for a committed individual who is responsible, knows how to take initiative and has a positive attitude.
We work with a lot of products so who has attention to detail, able to follow directions, good with time management, great with communication, able to take initiative, able to work as a team.
4. Requirements
Due to the nature of its work and the clients it engages in, we are looking for bi-lingual in English and Korean
High School education or equivalent
Good communication skills
Customer Service ( Remote work )
Teller Job 37 miles from Orange
The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry.
Customer Service Job Duties and Responsibilities
Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience
Answer and manage incoming calls, emails, chats, and/or interactive voice response systems
Ability to learn and follow all customer service procedures and policies
Strive to meet and go above personal and team target goals
Record, organize and file customer interactions and account changes
Able to up-sell if needed
Able to schedule call back and appoints to resolve customer needs
Requirements
Previous experience in customer support, client services, sales, or a related field
Excellent at communicating over the phone and other communication platforms
Basic computer skills and experience
Able to multitask
Excellent time management and prioritization skills
Ability to listen actively, relay information, and answer questions and/or concerns.
Customer-focused for positive customer experience and resolution
Health Insurance (dental and vision included)
Excellent retirement plan
Tremendous upward mobility into other positions and management
Flexible hours
Remote Position(s) available (work from home)
Benefits
Health Insurance (dental and vision included)
Excellent retirement plan
Tremendous upward mobility into other positions and management
Flexible hours
Remote Position(s) available (work from home)
Teller
Teller Job 35 miles from Orange
Responsibilities:
Perform full service banking transactions in compliance with legal requirements and bank policies and procedures
Provide accurate, friendly customer service in a timely fashion.
Perform teller functions including balancing cash and other daily transactions.
Achieve sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns.
Maintain currency and coin under prescribed limits.
Adhere to bank security policies and maintains confidentiality of bank records and client information.
Other job duties as required
Teller
Teller Job 35 miles from Orange
RESPONSIBLITIES:
Greet and assist HAB Bank clients in a friendly and courteous manner
Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents, makes decisions when questionable items are presented for cashing. Conduct daily proof of ATM and cash on hand.
Assist in opening and closing the vault daily; assists in balancing vault currently and coin.
Operates personal computer to process account activity, determine balances, and resolve problems within given authority.
Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated.
Accepts loan and installment payments and receives and processes stop payment and hold orders.
Requirements
Minimum 2 year experience required
Responsible for all daily bank teller transactions including the Branch vault balancing, handling of cash shipment in/out from/to FRB
Review of daily CTR filings, ATM balancing and monthly preparation of general ledger certification, etc.
Assist Customer Service Rep.
Required professional communication skills, detail oriented, and friendly customer service.
The base hourly range for this full-time position is $20.00-$23.00
Must be a US Citizen or Permanent Resident
Benefits package.
Medical, Dental, Vision, LTD, Life Insurance
401k , Paid Time Off
Teller 2
Teller Job 15 miles from Orange
Sign-on bonus available for external applicants! Contact us today to learn more!
The Relationship Specialist II (RS II) is a universal role that encompasses various duties and responsibilities of a concierge, RS I, ITM Rep and Relationship Manager I in order to serve our members as needed in-person or over the phone to sustain and support branch operations. Under general supervision, they will guide members to the proper destination for the appropriate resolution or assist them directly. The RS II performs a wide variety of job duties including, opening new accounts/subshares, receiving and disbursing cash, plastic card services, originating and processing loan applications, and referring Mortgage, Investments, and Autoland. The RS II also performs wide variety of account maintenance and transactions. Meeting and exceeding performance goals and revenue targets will be part of the RS II Minimum Performance Standards. The RS II ensures member transactions are processed in an accurate and timely manner to achieve the Credit Union's member service objectives. The RS II is also responsible for providing operational support and exceptional member service while maintaining controls and safeguards. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Responsibilities:
Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Calls on various call reports to garnish more business throughout the workday and during scheduled call nights throughout the month.
Performs various job duties including but not limited to: Escorting member's to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/subshares, and originating loans. As needed, inputs, processes and funds consumer loan types such as Closed-end Signature and VISA.
Performs a wide variety of account maintenance including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services and issuing Cashier's Checks.
Recommends and refers appropriate products and services including Mortgage, Investment Services, and Autoland from having conversations that matter with members.
Ensures the branch is in balance including the TCR.
Identifies and reports any suspicious behavior or suspected fraud activity.
Completes all required training and compliance modules.
Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
Represents the Credit Union in a positive and professional manner.
Other related duties as assigned.
Maintains member and other sensitive information with confidentiality.
Treats all team members and members with respect.
Qualifications:
1 year experience in a similar position and prior loan experience and reaching service and performance goals.
Knowledge of all applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E.
Comprehensive knowledge of all deposit account products and all services.
Working knowledge of loan products and associated system(s) (Loans PQ - loans decisioning system).
Proven ability to garner business.
Demonstrated ability to follow written and verbal instructions.
Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills.
Attention to detail.
Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
Willingness to make a difference.
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
Personable and professional.
Capable of working under pressure and with frequent interruptions.
Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel.
Teller - Chino, CA
Teller Job 18 miles from Orange
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Chino, CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
* Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
* Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources.
* Identifies and maximizes cross-sell bank opportunities through exploring needs.
* Other duties as assigned.
Schedule: Monday - Friday, 8:30 am - 5:30 pm
Qualifications:
* Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
* Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
* Must have solid balancing and customer service skills.
* Ability to cross-sell bank products based on clients' needs.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits, including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.
Customer Service
Teller Job 29 miles from Orange
Are you ready to join a prestigious Fortune 500 company where your passion for customer service will truly make a difference? We are seeking dynamic individuals like you to become an integral part of our exceptional team as a Customer Service Representative. This is not your ordinary customer service role - it's an opportunity to shape the customer experience and contribute to the success of a global leader.
We pride ourselves on being at the forefront of innovation, setting industry standards, and providing world-class solutions to our valued customers. As a Fortune 500 company, we have established a strong presence across the industry and have continued to do so for man years. Our commitment to excellence and customer-centric approach has enabled us to consistently deliver outstanding results and remain a trusted partner to countless organizations worldwide.
About the Role:
As a Customer Services Representative, you will play a pivotal role in ensuring customer satisfaction and enhancing our reputation for unparalleled service. You will serve as the primary point of contact for our valued clients, addressing their inquiries, resolving issues, and providing exceptional support throughout their journey. Your ability to build rapport, understand customer needs, and deliver personalized solutions will be key to your success.
What You'll Do:
· Engage with customers through multiple channels, including phone, email, and live chat, to provide prompt and accurate assistance.
· Listen attentively to customer concerns and inquiries, demonstrating empathy and understanding while maintaining professionalism at all times.
· Identify and analyze customer needs to offer tailored solutions, guiding them through our products and services effectively.
· Troubleshoot and resolve customer issues, ensuring prompt resolution and taking ownership of escalated cases when necessary.
· Collaborate closely with cross-functional teams to address customer concerns and improve overall customer satisfaction.
· Utilize our CRM system to maintain accurate records of customer interactions, update customer profiles, and follow up on pending inquiries.
What You'll Bring:
· Exceptional communication skills: You possess the ability to articulate complex information in a clear and concise manner, adapting your communication style to meet the needs of diverse customers.
· Empathy and patience: You understand that every customer interaction is unique and require a compassionate approach, demonstrating patience and understanding even in challenging situations.
· Problem-solving mindset: You thrive in a fast-paced environment and possess strong analytical skills to identify root causes of issues and provide effective solutions.
· Team player attitude: You enjoy collaborating with others and are eager to contribute to a supportive team environment where your insights and ideas are valued.
· Adaptability: You embrace change and are quick to adapt to evolving customer needs, technology advancements, and business requirements.
· Experience: Previous customer service experience, preferably in a fast-paced and customer-oriented environment, is highly desirable.
What we Offer:
· Competitive compensation package, including performance-based incentives and bonuses.
· Comprehensive benefits package, including health insurance and retirement plans.
· Opportunities for career growth and advancement within a renowned Fortune 500 company.
· Continuous learning and development programs to enhance your skills and expertise.
· A diverse and inclusive work environment that celebrates individuality and fosters collaboration.
· Remote work (work from home).
How to Apply:
If you are ready to take the next step in your customer service career and be part of a globally recognized organization, we would love to hear from you. Please submit your updated resume and a compelling cover letter outlining why you are the ideal candidate for this position. Our team of talent acquisition experts will review your application and reach out to qualified candidates to schedule interviews.
Customer Service ( Remote work )
Teller Job 34 miles from Orange
The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry.
Customer Service Job Duties and Responsibilities
Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience
Answer and manage incoming calls, emails, chats, and/or interactive voice response systems
Ability to learn and follow all customer service procedures and policies
Strive to meet and go above personal and team target goals
Record, organize and file customer interactions and account changes
Able to up-sell if needed
Able to schedule call back and appoints to resolve customer needs
Requirements
Previous experience in customer support, client services, sales, or a related field
Excellent at communicating over the phone and other communication platforms
Basic computer skills and experience
Able to multitask
Excellent time management and prioritization skills
Ability to listen actively, relay information, and answer questions and/or concerns.
Customer-focused for positive customer experience and resolution
Health Insurance (dental and vision included)
Excellent retirement plan
Tremendous upward mobility into other positions and management
Flexible hours
Remote Position(s) available (work from home)
Benefits
Health Insurance (dental and vision included)
Excellent retirement plan
Tremendous upward mobility into other positions and management
Flexible hours
Remote Position(s) available (work from home)
Teller
Teller Job 27 miles from Orange
* Essential Duties and Responsibilities include the following: * Uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service.
* Achieves and exceeds individual and branch sales and service targets through recommendations of new and existing products and services (e.g. accounts, loans, and credit cards), sales referrals, cross-selling, up-selling in a results-driven environment and provide the great experience to every customer.
* Uses a strong knowledge in the products and services offered at the Bank to confidently educate customers about the features, benefits, and pricing so they are better informed with a deeper level of understanding.
* Orders checks and makes changes to customer information in an accurate and timely manner according to the customer's request.
* Provides exceptional service in handling customers in person or over the telephone.
* Processes deposits, withdrawals, check cash, loan payments and other transactions including but not limited to reject items and returned items.
* Involves supervisors if transactions are over authority limits or exceptionally complex.
* Responsible for loss prevention in the processing all transactions and duties.
* Issues cashier's checks, bank checks, money orders and travelers checks.
* Keeps work station neat, clean and well stocked with supplies and brochure materials.
* Additional responsibilities as assigned by supervisors may include:
* Night & Mail Depository
* ATM balancing
* Safe Deposit Box
* Filing signature cards and documents
* May help with a variety of audits and verifications
* Input fund holds and stop payment request to core system
* Address changes, CD renewals, etc.
* Branch back counter capture
* Miscellaneous tasks and duties associated with the operations of a retail banking branch
* Complies with the Bank's security program, including but not limited to:
* Reviews and complies with the End-User Computing Agreement
* Acquires good knowledge on functions and usage of computer systems as related to the assigned job functions.
* Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats.
* Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer.
* BSA, CRA, Fair Lending and other Compliance Responsibilities:
* Complies with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
* Inputs customer information to EZ teller for various transactions.
* Reports any suspicious activities to Operations Manager/ BSA officers.
* Verifies customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account.
* Report matches with NCCT and OFAC to Operations Officer or Operations Manager for further instructions.
* Professional Skills:
* Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
* Ability to remain flexible in order to adapt to changes in the work environment.
* Ability to study and apply new information.
* Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
* Ability to work accurately with close attention to detail.
* Ability to maintain confidentiality of sensitive information.
* Ability to work with co-workers, customers, and outside agencies professionally and tactfully.
* Possess a work ethic that includes neatness, punctuality, and accuracy.
* Must exhibit a professional, businesslike appearance and demeanor.
Job Qualifications/Requirements
* Minimum Education Level: High School Diploma
* Experience: Some experience in retail sales and customer service functions a plus.
* Combination of Experience and Education can meet the job requirements: Yes
* English: Written: Fluent Verbal: Fluent
* Computer/Systems Knowledge Requirements: Basic to Intermediate
* Communication skills:
* Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
* Ability to respond effectively to the most sensitive inquiries or customer complaints.
* Reasoning Skills:
* Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
* Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
The salary range for this full-time position is $17 Hourly - $19 Hourly + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
Teller - Part Time - San Clemente, CA
Teller Job 29 miles from Orange
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Part-Time Teller (Client Service Associate) to provide top notch customer service to our clients and customers at our San Clemente, CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record
* Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
* Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources
* Identifies and maximizes cross-sell banks opportunities through exploring needs
* Other duties as assigned
Qualifications:
* Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience
* Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking
* Must have solid balancing and customer service skills
* Ability to cross-sell bank products based on clients' needs
Schedule: Monday - Thursday, 9am - 4pm, Friday, 8:30am - 5pm, 32 hours/week
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
* Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits, including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.
Customer Service Position Remote
Teller Job 17 miles from Orange
Are you ready to join a prestigious Fortune 500 company where your passion for customer service will truly make a difference? We are seeking dynamic individuals like you to become an integral part of our exceptional team as a Customer Service Representative. This is not your ordinary customer service role - it's an opportunity to shape the customer experience and contribute to the success of a global leader.
We pride ourselves on being at the forefront of innovation, setting industry standards, and providing world-class solutions to our valued customers. As a Fortune 500 company, we have established a strong presence across the industry and have continued to do so for man years. Our commitment to excellence and customer-centric approach has enabled us to consistently deliver outstanding results and remain a trusted partner to countless organizations worldwide.
About the Role:
As a Customer Services Representative, you will play a pivotal role in ensuring customer satisfaction and enhancing our reputation for unparalleled service. You will serve as the primary point of contact for our valued clients, addressing their inquiries, resolving issues, and providing exceptional support throughout their journey. Your ability to build rapport, understand customer needs, and deliver personalized solutions will be key to your success.
What You'll Do:
Engage with customers through multiple channels, including phone, email, and live chat, to provide prompt and accurate assistance.
Listen attentively to customer concerns and inquiries, demonstrating empathy and understanding while maintaining professionalism at all times.
Identify and analyze customer needs to offer tailored solutions, guiding them through our products and services effectively.
Troubleshoot and resolve customer issues, ensuring prompt resolution and taking ownership of escalated cases when necessary.
Collaborate closely with cross-functional teams to address customer concerns and improve overall customer satisfaction.
Utilize our CRM system to maintain accurate records of customer interactions, update customer profiles, and follow up on pending inquiries.
What You'll Bring:
Exceptional communication skills: You possess the ability to articulate complex information in a clear and concise manner, adapting your communication style to meet the needs of diverse customers.
Empathy and patience: You understand that every customer interaction is unique and require a compassionate approach, demonstrating patience and understanding even in challenging situations.
Problem-solving mindset: You thrive in a fast-paced environment and possess strong analytical skills to identify root causes of issues and provide effective solutions.
Team player attitude: You enjoy collaborating with others and are eager to contribute to a supportive team environment where your insights and ideas are valued.
Adaptability: You embrace change and are quick to adapt to evolving customer needs, technology advancements, and business requirements.
Experience: Previous customer service experience, preferably in a fast-paced and customer-oriented environment, is highly desirable.
What we Offer:
Competitive compensation package, including performance-based incentives and bonuses.
Comprehensive benefits package, including health insurance and retirement plans.
Opportunities for career growth and advancement within a renowned Fortune 500 company.
Continuous learning and development programs to enhance your skills and expertise.
A diverse and inclusive work environment that celebrates individuality and fosters collaboration.
Remote work (work from home).
How to Apply:
If you are ready to take the next step in your customer service career and be part of a globally recognized organization, we would love to hear from you. Please submit your updated resume and a compelling cover letter outlining why you are the ideal candidate for this position. Our team of talent acquisition experts will review your application and reach out to qualified candidates to schedule interviews.