Analyst-Mortgage Banking Associate
Teller Job 9 miles from Santee
Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark's comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform's global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended December 31, 2024, Newmark generated revenues of nearly $2.8 billion. As of December 31, 2024, Newmark and our business partners together operated from approximately 170 offices with over 8,000 professionals across four continents. To learn more, visit nmrk.com or follow @newmark.
Job Summary:
Join our team as a highly motivated Mortgage Banking Associate/Analyst! You'll be instrumental in supporting loan origination and underwriting, conducting thorough market research, and prepare financial analyses. A key part of your role will involve cold calling prospects to generate meetings and drive new business. This is an exceptional opportunity for an early-career professional with a strong desire to become an originator, gaining hands-on experience across the entire deal lifecycle.
Responsibilities:
Assist in the underwriting and due diligence process, including reviewing financial statements and property valuations.
Perform market research and analysis to identify trends and opportunities.
Prepare loan packages and presentations for lenders and clients.
Support team on marketing efforts (ex: LinkedIn)
Conduct financial modeling and analysis for various commercial real estate transactions.
Assist with loan origination and closing processes.
Maintain and update our client and lender database
Support senior team members in client relationship management.
Qualifications:
3+ years in the commercial real estate sector, preferably mortgage banking.
Bachelor's degree
The ability to use digital tools and technologies efficiently
Strong financial modeling and analytical skills, with proficiency in Microsoft Excel.
Excellent written and verbal communication skills.
Ability to work effectively in a fast-paced, team-oriented environment.
Strong attention to detail and organizational skills.
Cold calling experience is preferable.
Teller
Teller Job 28 miles from Santee
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Vista, CA at the Vista retail banking branch. Bilingual Spanish Preferred.Job Description
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to solve customer's problems.
Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $40,560.00 - $57,200.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/26/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Teller I,II,III (Clairemont)
Teller Job 9 miles from Santee
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished):
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES (reporting structure):
• This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.
NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities):
• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets/exceeds established monthly/annual sales and service goals.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional quality service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
• Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
• Performs other relevant duties as required.
EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position):
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is desired.o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferredo Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handlingo Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Excellent communication skills; sound judgment and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism.
• Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES (major responsibilities of the position):
• Process member transactions and requests accurately and timely.
• Greet members with a friendly, outgoing and positive demeanor.
• Ensure sales and service goals are met.
• Refer members to appropriate staff for sales opportunities.• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS (sitting, walking, climbing, lifting, etc.)
• Ability to tolerate long periods of standing with occasional walking/sitting.
• Ability to use keyboard, mouse and other peripherals.
ENVIRONMENTAL CONDITIONS (indoors, outdoors, desk, etc.)
• Work is primarily performed within an office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Ranges (Hourly) :
Teller I
$18.0000 - $20.0668
Teller II
$19.0000 - $22.0190
Teller III
$20.0000 - $24.6863
Teller - Temecula, CA
Teller Job 45 miles from Santee
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 Temecula Valley, 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, 8:15 am - 5:15pm
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
Teller/FSR- Santee, SC
Teller Job In Santee, CA
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years.
SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
SUMMARY/OBJECTIVES
A Teller / FSR has the responsibility to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Serves customers quickly, accurately, efficiently, and confidentially according to the SouthState Bank Service Standards.
Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
Presents a neat and professional personal appearance, in accordance with bank policy.
Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
Develop a strong understanding of customer-facing technology with the ability to discuss with and enroll customers in self-service options.
Performs the following teller duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
Performs all functions of an FSR:
Open new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
Is knowledgeable of financial services offered by the bank.
Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
TELLER FSR FUNCTIONS
More than 18 months experience
Demonstrated expertise in the Teller II and basic FSR job functions
Typically, 80% of the time spent performing Teller responsibilities, 20% FSR related tasks
Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
Other duties as assigned
Qualifications, Education, and Certification Requirements
Education: High School diploma or equivalent
Experience: Cash handling, sales, customer service. Previous banking experience preferred.
Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
The SouthState Way New Team Member Orientation
Teller Foundations
Banker Foundations
All assigned Regulatory Compliance Training
Acknowledgement of all policies through DocuSign as assigned
Additional training may be required dependent upon experience
PHYSICAL DEMANDS
Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required to come to meetings or training as needed.
San Marcos Showroom Customer Service
Teller Job 23 miles from Santee
Customer Service Representative Location: San Marcos Starting Pay: $18.00/HR Full Time Pay Range: $18-$21 If you would like to join a team that has fun loving, creative, hardworking and successful people, you need to APPLY TODAY !! JOB SUMMARY: Responsible for providing excellent service for internal and external customers. This position provides support to sales by processing transactions through all payment methods, including finance, verifying accuracy of orders and maintaining all in store reporting. We strive to build relationships with each and every guest to ensure a positive shopping experience and repeat business!
Customer care & support:
Provide exceptional customer service by engaging and personalizing with all guests.
Maintain a professional demeanor when handling customer issues and take the appropriate steps to problem solve and find a solution.
Respond to customers and other departments in a timely manner via ticketing system, phone and email.
Follow up with customers and other departments as needed to ensure completion of tasks and requests.
Work hand in hand with the sales organization to ensure open lines of communication when faced with order inaccuracies or customer inquiries.
Research and resolve customer disputes regarding accounting and all general order discrepancies.
Verify and process order transactions paying close attention to detail (contact info, delivery date & address, special accommodations, merchandise, availability, payment types etc.)
Assist with Jerry's Java area, including restocking supplies, baking cookies and brewing coffee.
Perform other job-related duties as assigned.
Maintain office records, reporting and efficiency:
Work as a team on daily reporting for scheduled deliveries.
Verify all order information with customers and connect with other departments for special requests/accommodations to ensure a successful delivery.
Maintain all open order types and tactfully communicate status with customers ( out of stock, layaway and special order).
Responsible for opening and closing procedures , including completion of project checklists and cash balancing.
Follow cash handling and finance procedures at point of sale, making sure to pay special attention to detail.
Educate customers on all Jerome's policies and procedures and obtain the appropriate signatures on documentation during the checkout process.
Ensure filing systems are up to date and records are protected and secured.
General office procedures:
Provide support to the office manager as needed.
Responsible for maintaining a clean and organized working space ( ex. filing paperwork, restocking supplies etc.)
Participate in office contests to support company goals.
Jerome's Furniture provides a team-orientated retail environment. We also offer a competitive benefit package including:
401(k) Plan
401(K) matching
Paid Vacation
Paid Sick Days
Paid Holidays
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Long-Term Disability Insurance
Employee Discount Program
Employee Buying Program
Gym Re-imbursement Program
Family Savings Account
EAP program
**Minimum employment tenure required for most benefits. Jerome's is a smoke and tobacco free environment. Jerome's is a Drug Free Workplace, in as such, all prospective candidates are required to complete and pass a background check and drug screen as a condition of employment, and prior to employment. Jerome's is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. All offers of employment made by Jerome's are contingent upon the successful completion of a background investigation and a pre-employment drug screen (which must be completed within 3 business days of any conditional offer of employment). The existence of a criminal record is not an automatic or absolute bar to employment and a candidate's criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information.
Look into all of our career opportunities at ***********************
Teller
Teller Job 9 miles from Santee
Job Details SDB - San Diego, CA Full-Time/Part-Time High School None Any BankingDescription
Certified Federal Credit Union is seeking an experienced and motivated candidate to join our Operations department at a credit union that has earned the highest rating in the country for its Safety and Soundness.
General Job Description: Accurately perform member transactions via mail and in person. Assist members with account questions and transactions as well as accurately negotiate the sale of non-monetary instruments such as gift cards and amusement park tickets. Recognize fraudulent checks and counterfeit currency. Answer Member Service calls as needed with a positive, upbeat attitude. Work efficiently and accurately.
Qualifications
Qualifications: Accurately perform member transactions via mail and in person. Assist members with account questions and transactions as well as accurately negotiate the sale of non-monetary instruments such as gift cards and amusement park tickets. Recognize fraudulent checks and counterfeit currency. Answer Member Service calls as needed with a positive, upbeat attitude. Work efficiently and accurately.
Accounting - Customer Service
Teller Job 9 miles from Santee
Vert is seeking an Accounts Receivable with customer service experience in San Diego. We can train the right candidate in Quickbooks and all of the other computer programs we use. The Accounts Receivable serves as a conduit to identify issues such as payment disputes and summarize information so that the issues can be resolved. Serves as an escalation point for the team as well as internal and external customers. Someone who is an effective communicator is essential for this job. This is an on-site position with upside growth opportunities. If you have the experience and want to work with a growing company, apply now!
Ensure timely and accurate posting and reconciliation of revenue collection
Actively perform and monitor the progress of collection communications to clients and insurance on past-due invoices
Lead, coach and advise the team members of the Accounts Receivable staff according to objectives led by the Accounting Supervisor and Manager
Help assist the team in supporting management through the provision of timely and accurate reporting on payment data, client account status information, Receivables Trends, and Key Performance Indicators
Conduct period transactional and procedural audits to ensure minimal risk and maximum efficiency
Assist with designing and developing company Receivables Aging standards: assisting with the implementation of procedures to meet and exceed standard target ranges
Interface with Account and Billing personnel to assist with client issues and communicate decisions
Develop and maintain working relationships with clients and other departments
Make recommendations to improve the quality and effectiveness of invoicing and collection procedures
Initiate process improvement and quality reviews to simplify and improve productivity
Assist with developing process improvements such as escalation tiers, automation procedures, and review standards and performance management
Develop and maintain a comprehensive understanding of all transactions impacting the A/R aging
Ensure that all processes within the Accounts Receivable Department are in compliance with the department and company code of ethics and meet management expectations for effective internal business controls
Perform other duties or special projects as assigned
Quickbooks experience preferred
4-year college degree preferred
Minimum 3 years of relevant accounts receivable and general accounting experience
Strong financial and accounting background supporting multiple locations
Quickbooks experience and competency
Proven ability to work cooperatively as a member of a team, coordinate efforts, and collaborate with a variety of individuals
Excellent organizational skills to establish priorities, work in a team context, and manage multiple activities to meet department, company, and system-wide deadlines
Proven ability to exercise discretion and judgment in dealing with confidential and sensitive matters
Proven ability to deliver engaging, informative, well-organized presentations
Must have strong communication skills (verbal, written, and non-verbal)
Proficient in relevant computer applications
Intermediate to advanced experience working with Excel/Word/Outlook
Customer Service
Teller Job 9 miles from Santee
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.
Teller
Teller Job 23 miles from Santee
It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
What you'll do:
* Provide exceptional customer service and teller services that consistently meet consumer banking performance standards
* Perform daily credit and debit transactions in compliance with established bank policies and procedures
* Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
* Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments
* Manage risk while actively practicing loss prevention
* Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency
* Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
* Required Availability: Monday-Friday, 12pm-6pm with Rotating Saturdays, 8:30am-1:30pm
Additional Preferred Skills:
* Excellent written and verbal communication skills
* Next-level customer service skills
* Proficiency in Microsoft applications
* Cash-handling experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Teller - Temecula, CA
Teller Job 45 miles from Santee
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 Temecula Valley, 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, 8:15 am - 5:15pm
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.
Req ID: 066824
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Teller Part Time Poway 4S Ranch
Teller Job 9 miles from Santee
divpb Why Wells Fargo:/b/pp Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work.
It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being.
It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.
And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.
S.
/pp/ppb About this role:/b/pp/pp Wells Fargo is seeking a Teller in our Consumer, Small amp; Business Banking division, as a part of our National Branch Network.
You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses.
If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come.
Find out why we're the #1 financial services company to grow YOUR career.
Apply today.
/pp/ppb In this role you will:/b/pullip Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers/p/lilip Complete operational activities while minimizing risks under established policies/p/lilip Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization/p/lilip Receive direction from managers and exercises judgment within defined policies and procedures/p/lilip Escalate questions and issues to more experienced roles/p/lilip Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions/p/lilip Identify information and services to meet customers financial needs/p/li/ulp/ppb Required Qualifications:/b/pullip6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education/p/li/ulp/ppb Desired Qualifications:/b/pullip6+ months of experience interacting with people, demonstrated through work, military, or education/p/lilip Customer service focus with experience handling complex transactions across multiple systems/p/lilip Ability to educate and connect customers to technology and share the value of mobile banking options/p/lilip Ability to interact with integrity and professionalism with customers and team members/p/lilip Experience working with others on a team to meet customer needs/p/lilip Cash handling experience/p/lilip Ability to follow policies, procedures, and regulations/p/lilip Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss/p/lilip Well-organized, independent and able to prioritize in a fast-paced environment/p/lilip Ability to exercise judgment, raise questions to management, and adhere to policy guidelines/p/lilip Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting/p/lilip Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues/p/li/ulp/ppb Job Expectations:/b/pullip Ability to work a schedule that may include most Saturdays/p/lilip This position is not eligible for Visa sponsorship/p/li/ulp/ppb Posting Location(s):/b/pullip10535 Craftsman Way, San Diego, CA 9212/p/lilip13408 Poway Road, Poway, CA 92064/p/lilip14815 Pomerado Road, Poway, CA 92064/p/li/ulp/ppb Positions may not be available at all branch locations outlined in the posting/b/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bPay Range/bbr/ /pp style="text-align:left"Reflected is the base pay range offered for this position.
Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location.
The range listed is just one component of the compensation package offered to candidates.
/p$20.
00 - $25.
14divdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivdivp/ppspanspanspanb Benefits /b/span/span/span/pp/pp Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
Visit a href="************
wellsfargojobs.
com/en/life-at-wells-fargo/benefits" target="_blank"Benefits - Wells Fargo Jobs/a for an overview of the following benefit plans and programs offered to employees.
/pulli Health benefits/lili 401(k) Plan/lili Paid time off/lili Disability benefits/lili Life insurance, critical illness insurance, and accident insurance/lili Parental leave/lili Critical caregiving leave/lili Discounts and savings/lili Commuter benefits/lili Tuition reimbursement/lili Scholarships for dependent children/lili Adoption reimbursement/li/ul/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/div/divp style="text-align:inherit"/pp style="text-align:left"bspan Posting End Date:/span/b/pp style="text-align:inherit"/p18 Apr 2025p style="text-align:left"bspan*ispan Job posting may come down early due to volume of applicants.
/span/i/span/b/pp style="text-align:inherit"/pp style="text-align:left"spanspanspanb We Value Diversity/b/span/span/span/pp style="text-align:inherit"/pp style="text-align:left"spanspanspan At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
/span/span/span/pp style="text-align:inherit"/pp style="text-align:left"spanspanspan Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
/span/span/span/pp style="text-align:inherit"/pp style="text-align:left"span Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
/span/pp style="text-align:inherit"/pp style="text-align:left"bspan Applicants with Disabilities/span/b/pp style="text-align:inherit"/pp style="text-align:left"span To request a medical accommodation during the application or interview process, visit /spanspana href="************
wellsfargojobs.
com/en/diversity/disability-inclusion/" target="_blank"span Disability Inclusion at Wells Fargo/span/a/spanspan.
/span/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bDrug and Alcohol Policy/b/pp style="text-align:inherit"b /b/pp style="text-align:left"Wells Fargo maintains a drug free workplace.
Please see our a href="************
wellsfargojobs.
com/en/wells-fargo-drug-and-alcohol-policy" target="_blank"Drug and Alcohol Policy/a to learn more.
/pp style="text-align:inherit"/pp style="text-align:left"bWells Fargo Recruitment and Hiring Requirements:/b/pp style="text-align:inherit"/pp style="text-align:left"a.
Third-Party recordings are prohibited unless authorized by Wells Fargo.
/pp style="text-align:left"b.
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
/p/div
Teller I,II,III (Escondido)
Teller Job 20 miles from Santee
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished):
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES (reporting structure):
• This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.
NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities):
• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets/exceeds established monthly/annual sales and service goals.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional quality service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
• Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
• Performs other relevant duties as required.
EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position):
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is desired.
o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred
o Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
o Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Excellent communication skills; sound judgment and attention to detail.
Universal Banker
Teller Job 9 miles from Santee
* Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. * Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts.
* Cultivates a robust customer-focused bank culture with a commitment to create a value-added positive customer experience that leads to increased satisfaction and sales.
* Develops and maintains account relationships with a high level of professionalism that meets and exceeds customer expectations by efficiently handling opening and closing of accounts, servicing accounts, and contacting clients regularly.
* Identifies sales, cross-selling, and referral opportunities by conducting an accurate, thorough customer assessment that determines financial expectations, needs, and goals.
* Uses a demonstrated commitment to operational integrity, policies, procedures, and banking regulations to ensure that compliance and training requirements are met, to maintain ethical behavior, and to gain credibility with staff and customers.
* Utilizes a strong understanding of financial services and sales as well as critical thinking and problem solving skills to offer creative solutions, viable financial alternatives, and tailored product and service recommendations, based on the customers' current and future needs.
* 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
* Comply with the Bank's security program, including but not limited to:
* Review and comply with the End-User Computing Agreement
* Acquire 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:
* Comply with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
* Input customer information to EZ teller for various transactions.
* Report suspicious activity to Service Manager/ BSA officers.
* Verification of 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 manager for further instructions.
KNOWLEDGE, SKILLS, ABILITIES REQUIRED:
* Minimum Education Level: High School Diploma
Communication skills:
* Excellent communication and listening skills, in person and over the phone, to acquire new clients, retain existing relationships, establish trust, optimize sales opportunities, and deepen relationships.
* Cooperative ability to interact professionally and tactfully with unsatisfied customers and resolve conflicts promptly while promoting an affirmative customer experience.
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.
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.
* Exhibit a professional, businesslike appearance and demeanor.
The salary range for this full-time position is $19 Hourly - $22 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.
Analyst-Mortgage Banking Associate
Teller Job 9 miles from Santee
Join our team as a highly motivated Mortgage Banking Associate/Analyst! You'll be instrumental in supporting loan origination and underwriting, conducting thorough market research, and prepare financial analyses. A key part of your role will involve cold calling prospects to generate meetings and drive new business. This is an exceptional opportunity for an early-career professional with a strong desire to become an originator, gaining hands-on experience across the entire deal lifecycle.
Responsibilities:
Assist in the underwriting and due diligence process, including reviewing financial statements and property valuations.
Perform market research and analysis to identify trends and opportunities.
Prepare loan packages and presentations for lenders and clients.
Support team on marketing efforts (ex: LinkedIn)
Conduct financial modeling and analysis for various commercial real estate transactions.
Assist with loan origination and closing processes.
Maintain and update our client and lender database
Support senior team members in client relationship management.
Qualifications:
3+ years in the commercial real estate sector, preferably mortgage banking.
Bachelor's degree
The ability to use digital tools and technologies efficiently
Strong financial modeling and analytical skills, with proficiency in Microsoft Excel.
Excellent written and verbal communication skills.
Ability to work effectively in a fast-paced, team-oriented environment.
Strong attention to detail and organizational skills.
Cold calling experience is preferable.
Salary: $75,000 - $90,000 annually
The expected base salary for this position ranges from $75,000 to $90,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Part Time Associate Banker Southeast San Diego (30 Hours)
Teller Job 4 miles from Santee
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Teller
Teller Job 30 miles from Santee
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a full - time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong customer relationship skills. This position will be based in Carlsbad, California at the Carlsbad retail banking branch. Bilingual Spanish preferred.Job Description
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to solve customer's problems.
Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $40,560.00 - $57,200.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 03/06/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Teller - Temecula, CA
Teller Job 45 miles from Santee
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 Temecula Valley, 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, 8:15 am - 5:15pm
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
Teller
Teller Job 23 miles from Santee
It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello.
What you'll do:
* Provide exceptional customer service and teller services that consistently meet consumer banking performance standards
* Perform daily credit and debit transactions in compliance with established bank policies and procedures
* Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions
* Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments
* Manage risk while actively practicing loss prevention
* Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency
* Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
* Required Availability: Monday-Friday, 7:30am-1:30pm with Rotating Saturdays, 8:30am-1:30pm
Additional Preferred Skills:
* Excellent written and verbal communication skills
* Next-level customer service skills
* Proficiency in Microsoft applications
* Cash-handling experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Teller I,II,III (Clairemont)
Teller Job 9 miles from Santee
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished):
This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES (reporting structure):
• This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position.
NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities):
• Processes member transactions. Performs account file maintenance and handles member issues.
• Identifies cross-selling opportunities, referring members to Personal Financial Representatives.
• Meets/exceeds established monthly/annual sales and service goals.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Follows quality service standards to ensure exceptional quality service is provided.
• Ensures compliance with daily cash drawer balancing and limits.
• Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• May serve as back-up to Personal Financial Assistant.
• Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned.
• Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members.
• Performs other relevant duties as required.
EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position):
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is desired.
o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred
o Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
o Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling
• Excellent communication skills; sound judgment and attention to detail.