Customer Service Clerk
Teller Job 47 miles from Vista
A growing construction company in Irvine, CA is seeking a Customer Service Representative to join their team on a temporary-to-hire basis. In this role, you will provide exceptional service to clients and contractors, assisting with inquiries, processing orders, and ensuring smooth project flow. If you're someone who thrives in a fast-paced, team-oriented environment, we want to hear from you!
Pay: $20 - $23/hour
Schedule:
ONSITE Monday - Friday, 8:00 AM - 5:00 PM
Responsibilities:
Manage a high volume of calls, emails, and inquiries from clients, contractors, and vendors.
Take incoming calls from new and existing clients in a professional and courteous manner.
Provide information regarding construction services, project timelines, pricing, and available products.
Serve as a liaison between contractors, clients, and internal departments to ensure smooth project execution.
Assist with entering and processing orders, including material and equipment requests.
Support in scheduling and coordinating on-site visits and follow-up calls.
Work closely with the team to identify and implement improvements to the customer experience.
Handle additional projects and duties as needed.
Requirements:
2-5 years of experience in customer service, ideally within a construction or trade-related industry.
Previous experience working with contractors, suppliers, or in a construction-related environment is a plus.
Strong communication skills and a customer-first attitude.
Ability to interact professionally with clients and vendors, both on the phone and in-person.
High school diploma required; a degree is preferred but not mandatory.
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.
Analyst-Mortgage Banking Associate
Teller Job 25 miles from Vista
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 In Vista, CA
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 - Temecula, CA
Teller Job 23 miles from Vista
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.
Teller I,II,III (Clairemont)
Teller Job 25 miles from Vista
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
Teller Job 5 miles from Vista
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.
Customer Service
Teller Job 25 miles from Vista
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.
Accounting - Customer Service
Teller Job 25 miles from Vista
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
Teller/FSR- Santee, SC
Teller Job 28 miles from Vista
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.
Teller (Floater)
Teller Job 51 miles from Vista
SUMMARY This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate, courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns. The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals. ESSENTIAL DUTIES AND RESPONSIBILITIES • Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores • Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals • Operates within assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately • Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day • Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable • Daily uses Transaction Management Systems (TMS) • Encodes and scans branch transactions each day • Processes incoming and outgoing cash shipments in dual custody • Places holds on transactions as determined by Bank procedures • Executes account stop payments as determined by Bank procedures • Issues negotiable instruments in accordance with the Bank Secrecy Act • Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed • May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards • Understands and complies with Bank policies, procedures and regulations governing job responsibilities ADDITIONAL RESPONSIBILITIES • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management • Demonstrates high level of quality work, attendance and appearance • Adheres to all Company Policies & Procedures and Safety Regulations • Adheres to local, state and federal laws • Understands and complies with all company rules and regulations • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS • Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution • Familiarity with Windows-based personal computers • Proficient with Microsoft Office Suites (Outlook, Word, Excel) • Effective time management skills with ability to prioritize • Ability to relate well to all kinds of people with focus on the client • Action-oriented contributor with a high energy level to serve client and branch needs • Actively seeks opportunities to grow in position and career COMPETENCIES: • Adaptability • Communication • Decision Making • Initiative • Innovation • Motivator • Organization • Professionalism • Results Orientated PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job. • Standing, walking and squatting less than fifty percent of the work shift • Required to lift, move and carry up to 40 pounds • Ability to read, count and write to accurately complete all documentation and reports • Must be able to see, hear and speak in order to communicate with employees and other customers • Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus • Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment. • The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance • Noise levels are considered moderate Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position Note: The preceding has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity. SUNWEST BANK SWB123
Teller I,II,III (Escondido)
Teller Job 10 miles from Vista
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.
Teller Part Time Downtown San Diego
Teller Job 25 miles from Vista
Why Wells Fargo:
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.
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & 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.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
6+ months of experience interacting with people, demonstrated through work, military, or education
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
401 B Street, San Diego, CA 92101
*Positions may not be available at all branch locations outlined in the posting
Pay Range
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.
$20.00 - $25.14
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
19 Apr 2025
*
Job posting may come down early due to volume of applicants.
We Value Diversity
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.
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.
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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Teller
Teller Job 6 miles from Vista
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 23 miles from Vista
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 Part Time Poway 4S Ranch
Teller Job 25 miles from Vista
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
Entry-Level Bank Teller
Teller Job 47 miles from Vista
This position is the face of the branch and responsible for completing all types of new and existing client transactions in an accurate, courteous and efficient manner. The incumbent knowledgeably addresses client questions and concerns. The incumbent identifies opportunities to deepen relationships by identifying needs for additional products and services and makes appropriate referrals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides a consistent and high level of service that exceeds client expectations and reflects in individual service scores
Identifies opportunities to refer products and services to new and existing clients to meet monthly sales goals
Operates within assigned cash limits and processes client deposits, withdrawals, transfers, payments, and account maintenance activities efficiently and accurately
Maintains cash drawer within the assigned cash limits and accurately balances daily work at the end of each day
Processes daily mail, night drop and ATM transactions in dual custody as assigned, and balances ATM when applicable
Daily uses Transaction Management Systems (TMS)
Encodes and scans branch transactions each day
Processes incoming and outgoing cash shipments in dual custody
Places holds on transactions as determined by Bank procedures
Executes account stop payments as determined by Bank procedures
Issues negotiable instruments in accordance with the Bank Secrecy Act
Prepares Currency Transaction Reports and Suspicious Activity Concern Reports as needed
May performs duties associated with opening personal and basic business type of new accounts and maintenance of existing accounts, including check orders, debit card orders, address changes, and updated or superseded signature cards
Understands and complies with Bank policies, procedures and regulations governing job responsibilities
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
Two years of experience in cash handling and customer service or one year of experience as a teller at another financial institution
Familiarity with Windows-based personal computers
Proficient with Microsoft Office Suites (Outlook, Word, Excel)
Effective time management skills with ability to prioritize
Ability to relate well to all kinds of people with focus on the client
Action-oriented contributor with a high energy level to serve client and branch needs
Actively seeks opportunities to grow in position and career
Teller I,II,III (Clairemont)
Teller Job 25 miles from Vista
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 - Part Time - San Clemente, CA
Teller Job 28 miles from Vista
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
Teller Part Time Coastal Orange County
Teller Job 48 miles from Vista
Why Wells Fargo: 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.
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & 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.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 7621 E. Edinger Ave, Huntington Beach CA 92648
* 301 E. 17th St, Costa Mesa CA 92627
* 2300 Harbor Blvd, Costa Mesa CA 92626
* 2970 Harbor Blvd, Costa Mesa CA 92626
* 9971 Adams Ave, Huntington Beach CA 92648
* 16531 Bolsa Chica St, Huntington Beach CA 92648
* 2750 W. Coast Hwy, Newport Beach CA 92663
* 19840 Beach Blvd, Huntington Beach CA 92648
* 5 Corporate Plaza, Newport Beach CA 92660
* 21103 Newport Coast Dr, Newport Beach CA 92657
* 4590 MacArthur Blvd, Newport Beach CA 92660
* 3925 Bristol St, Santa Ana CA 92704
* 10060 Slater Ave, Fountain Valley CA 92708
* Positions may not be available at all branch locations outlined in the posting
Pay Range
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.
$20.00 - $25.14
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
21 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
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.
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.
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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Teller I,II,III (Clairemont)
Teller Job 25 miles from Vista
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.