• Excellent math skills. • Trustworthiness and the ability to act with integrity. • Excellent computer skills• Thorough understanding of customer service. • High school diploma or equivalent. • Previous experience working directly with the public is preferred.
• Cashier experience or student staff member of high school branch desirable. Powered by Jazz HR
Part Time State Massachusetts Hours 20 hours including weekends (Satuirday/Sunday) Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions.
Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store Conducts needs-based conversations and offers financial solutions to meet our Customers' needs Makes quality referrals to appropriate partners Responsible for meeting individual performance metrics Responsible for making sound decisions and timely problem resolution Resolves problems independently, escalating more difficult issues
to management Processes Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits Balances Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/operations and guidelines Services both lobby and drive-thru Customers Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times Accountable for ensuring confidential customer information is securely
stored throughout the day Understands the importance of and follows Dual Control Ensures compliance with all regulations, policies and procedures such as Bank Secrecy Act and Patriot Act Expected to complete all required in-classroom training and on-line training by established due dates Follows all security and audit measures to minimize potential loss Job Requirements High school diploma or GED 6 months+ related experience preferred Superior Customer Service skills General Math skills Strong organizational skills Detail-oriented Ability to function in a fast-paced and changing environment Excellent communication skills with ability to be concise, clear and consistent Company Overview Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are.
At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care.
Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@.
Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you! Business Line TD Bank AMCB Job Category(s) Retail Banking - Customer Service Country United States State (Primary) Massachusetts City (Primary) Gloucester Job Expires 27-Jan-2024
and notices, as well as answering customer inquiries. The Commercial Loan Administrative Assistant initiates entry of loan data into the loan origination system (LOS) and shepherds the loan through the LOS process. In some instances, the Commercial Loan Administrative Assistant may address more complex customer problems under the direction of loan officers or assist in activities such as loan extensions, interest calculations, billings and preparing spreadsheets.
Additionally, this individual may interact with Borrowers and Applicants to request and harvest credit information, do service bureau/direct credit checks, ensure sufficient collateral documentation. ESSENTIAL DUTIES AND RESPONSIBILITIES
Performs data entry based on information provided by Loan Officer, Borrower, or Applicant Coordinates and ensures completion of all pertinent LOS phases, steps, and tasks through document preparation Enters and validates various entries pertaining to Compliance Regulations, including HMDA/CRA, Flood Cert, Government Monitoring data, etc.
Prepares necessary documentation to convey loan status to the Borrowers, including notices, disclosures, Terms and Conditions Sheets, and Commitment Letters Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities,
and activities may change over time. REQUIREMENTS Prior commercial lending experience and experience in administering or supporting technology solutions applicable to lending within a financial institution and/or with Loan Origination systems is strongly preferred Experience and comfort level with CRM platform (Salesforce) and core software (OSI) strongly preferred Strong working knowledge of all Microsoft Office Suite programs, including Outlook, Work, Excel Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services Excellent communication skills Ability to build and maintain relationships; team player with excellent customer-service skills Strong organization skills, with the ability to multi-task and shift work flow to accommodate assignments from Loan Officers assigned to the Team Ability to work independently when needed, with limited supervision Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
but for years to come. With a positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank’s promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community.
The Banker position offers exceptional growth opportunity within the banking industry, and provides a solid foundation for developing your banking and customer service skills. If you are a “people person” looking to make a positive impact on the financial well-being of those in your community, then this is the job for you! What You’ll Experience:
Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers. Comprehensive benefits: Our goal is to offer our colleagues a generous benefits
package, and an environment that supports a healthy work-life balance.
Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more. Who We Are: At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities. As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning.
Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential. For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
who gets excited about forming relationships with customers, and wants to work in an environment where no two days will ever be the same. If being part of a team that gets to make a difference in their community is what you have been looking for – then come join us!
Position Overview: Responsible for all customer service duties including sales and relationship management, while reaching or exceeding established goals. Master the Uni Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Primary Accountabilities: Continually exceeds customer service expectations by offering excellent service, including greeting customers,
smiling, using their name and building rapport with customers designed to generate customer loyalty. Serve as customers' single point of contact on all Uni Bank products and services.
Services customers by processing a variety of teller and platform transactions quickly with minimal or no errors according to established bank policies. Cross sells products and services and makes appropriate referrals to other staff members and departments to ensure customer needs are met. Verifies all transactions and proves cash drawer upon completion of assigned shift to ensure compliance with Uni Bank Standards of Performance Policy. Seeks assistance as needed to resolve proof discrepancies. Performs
security function by opening and closing bank and vault and ensuring overall safety and security of bank grounds.
Opens new accounts, certificates of deposit, and all other products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. Takes consumer loan applications with a focus on cross-selling other bank products and services. Retains existing customers and develops new customer relationships. Implements all sales strategies, including new products and services and participates in business development and outreach as directed by management.
Proactively resolves customer complaints. Works in a team setting on various projects including employee contests, sales programs, etc. Adhere to established standards, policies and procedures. Deliver strong community visibility. Participate in community and networking events Responsible for complying onsite operational compliance, internal controls, security polices and procedures and assuring compliance with all laws, regulations and corporate policies. Experience and Education: High school diploma or equivalent required; Associates Degree preferred. Experience with cash handling, customer service, and sales required.
Previous experience retail banking preferred. Knowledge, Skills and Abilities: Must have strong verbal, written, math, customer service, sales, PC and operational skills. Ability to work independently and in a team environment This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.
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and company goals in a meaningful way. With a positive, can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for providing efficient, effective, and courteous customer service while performing a variety of transactions.
You are the friendly face of Rockland Trust, promoting our mission and helping customers navigate the world of banking. What You’ll Experience: Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. Commitment to community: We believe supporting our communities is essential,
and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance,
Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more.
Who We Are: At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities. As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.
For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
but for years to come. With a positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank’s promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community.
The Banker position offers exceptional growth opportunity within the banking industry, and provides a solid foundation for developing your banking and customer service skills. If you are a “people person” looking to make a positive impact on the financial well-being of those in your community, then this is the job for you! What You’ll Experience:
Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers. Comprehensive benefits: Our goal is to offer our colleagues a generous benefits
package, and an environment that supports a healthy work-life balance.
Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning wellness program and much more. Who We Are: At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities. As one of The Boston Globe’s “Top Places to Work” for the past fourteen years, we know that finding the right people is just the beginning.
Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential. For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.
hours: 16.75 POSITION SUMMARY Provides prompt and professional service to new and existing customers. ESSENTIAL FUNCTIONS Adheres to established Westfield Bank customer service standards. Provides information regarding bank products to all potential customers both retail and commercial.
Independent performance of all teller transactions and related services. Maintains security of cash drawer. Proves cash drawer at end of day. Meets assigned referral goals through referral of bank products and services to meet customers banking needs. Performs account and person maintenance. Assists in resolving customer problems. May assist with balancing the ATM Assist customers with Safe Deposit. Must
complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position.
Performs additional duties as requested. POSITION QUALIFICATIONS Competencies Accountability Customer Relations Decision Making / Judgment Job Knowledge Quality Education/Experience/Skills High School Diploma or GED required. At least six months of cash handling and customer service experience preferred. Must meet balancing requirements. PHYSICAL DEMANDS Physical Demands Stand: F (Frequently) Walk: F (Frequently) Sit: O (Occasionally) Handling / Fingering: C (Constantly) Reach Outward: F (Frequently) Reach Above Shoulder: O
(Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally)Squat or Kneel: F (Frequently) Bend: F (Frequently) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally) 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included.
It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
continue to flourish, and help our local community continue to thrive. In this role, you will be responsible for handling all customer sales and service inquiries, including but not limited to, Teller transactions, new account openings, safe deposit access, existing customer servicing needs, and problem resolution.
The Personal Banker works to present customers with banking solutions to meet their needs, while ensuring every transaction is completed in accordance with bank policy and regulatory requirements. Please note availability to travel to all the Bank’s branches is required. PRIMARY FUNCTIONS Opens and closes branches Signs Official checks in accordance with the transaction amount
Provides exceptional service to the Bank’s customers regarding daily teller, servicing, and new account transactions; addressing inquiries, understanding/determining needs, and resolving problems Processes customer transactions in an efficient, accurate and friendly manner Opens new accounts and accesses customer accounts to process online and offline transactions and corrections in an efficient, accurate and friendly manner.
Accurately balances cash drawer daily Performs day-to-day branch operations including, ATM balancing, clearing cash items, adding or removing holds, under dual control will balance and process the vault and bag coin Utilizes needs-based sales/service techniques to
elicit the needs of customers and match those needs to the Bank’s available products and services Consistently meets or exceeds sales goals.
Provides assistance to other branch employees and assists in training new employees. Follows the Bank’s policies and regulatory requirements Account maintenance including but not limited to: foreign and domestic wires, stop payments, address changes, account title changes, etc. Follows the Bank’s policies and regulatory requirements JOB QUALIFICATIONS 2 years Teller Manager or CSR experience preferred Excellent communication, sales and customer service skills Basic math skills and the ability to multitask. Strong computer skills, including Word, Excel, teller and platform bank systems.
Strong customer focus High School Degree. Associate degree or higher preferred Flexible Schedule. Occasional late nights and Saturdays About Northern Bank & Trust Company Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals.
Founded in 1960, Northern Bank has assets of $2.65 billion with 13 locations serving communities throughout Middleinteraction County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/Northern Bank M A/), Twitter (@northernbankma), Instagram (@northernbankma) and Linked In (company/northern-bank-ma/). Powered by Jazz HR
from prospecting to the first month's billing. Provides superior relationship management for a large portfolio of depository/cash management customers. Performs all required functions within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers.
Responsibilities Collaborate with Commercial Banking Relationship Managers to acquire, expand and retain Commercial Banking clients who have both fundamental and complex depository and cash management needs. Achieves annual revenue goals through both referral and self-sourced activities. Serve as trusted advisor for Commercial Banking clients on matters related to cash flow optimization
and service utilization. Effectively identify client needs and provide solutions. Participate in various aspects of client management, in-person calling, and relationship reviews for clients with complex cash management needs.
Prepares and delivers sales presentations and recommends appropriate services to customers. Analyzes account analysis statements to uncover needs and prepare client's fee proposal. Works with other department members to prepare appropriate documents for signature, and to set up cash management-related products and services. Coordinates with other departments as necessary. Provides coaching and mentoring for Department staff Oversees all aspects of the Bank's international
trade transactions issued by the Bank's correspondent banking partner.
Resolves complex service and operational issues for Commercial Banking clients. Interfaces with customers and bank employees as necessary to resolve issues and provide solutions. Suggests features to enhance the Bank's products which are necessary to be competitive in our market. Stays current with industry trends. Provides ongoing outreach and training to Commercial Banking and other bank departments to maintain a high degree of product awareness. Acts as a subject matter expert for all cash management products. Refers opportunities to other departments or bank partners, as appropriate.
Supports Bank's regulatory compliance objectives. Ensures full compliance with the Bank's Information Security Policies and Procedures Performs other duties as may be required. Requirements Education Bachelor's Degree or equivalent related work experience is Required Work Experience 4-7 years of treasury/cash management sales and/or service experience is Required Knowledge, Skills, and Abilities Strong sales/service skills and ability to read, analyze and interpret complex documents. Strong analytical, organizational, presentation, problem-solving and management skills. Must possess at least intermediate technology skills including knowledge of word processing database and spreadsheet applications.
coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination. Prepare currency and/or coin change orders by denomination for each customer assigned. Requirements Ability to read, count, add, subtract, write and record numbers.
Ability to perform simple computer data entry. Ability to use calculator by touch. Working Conditions Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts. Work is performed in a room or work area within a vault with little or no exposure to outside light. Work is performed from a sitting position (on a stool with back support) or standing position (in front of a 3.5 - 4-foot-high
counter) Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings Account Dependent Care Account Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US.
Loomis prides itself on providing employees with opportunities for career advancement
and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers.
Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, interaction, protected veteran status or disability.
monitoring industry advances, recommending potential new product and service opportunities; all in conformance with established regulatory and Bank policies, procedures, and objectives. The Digital Solutions Manager is responsible for maturing the Bank's digital solutions strategy; enhancing and improving the user-experience, and improving employee productivity and operating efficiencies using automation, whenever possible.
Performs any function necessary within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Responsible for the development and management of a diverse range of online banking and
online account opening services. Provide oversight for online banking and online account opening systems, assists in the continued development of the platforms, ensures the accurate and timely administration and adherence to procedures and controls.
Collaborates with business partners, vendors, and consultants to develop, deliver, support, enhance, and drive digital demand and sale for both Commercial and Retail services and product offerings. Maintains strong vendor relationships to enhance online banking products and services, reviews existing offerings for enhancement as a result of strategic goals and or regulatory requirements. Maintains an up-to-date knowledge of the various online
banking and online account opening systems (ex: P2P, Bill Pay, Safe Card, Core Banking) and the various payment types.
Develops and recommends department's plan of organization and staffing. Selects and provides for the continued development of subordinate supervisors and staff. Conducts performance reviews and provides for ongoing guidance, training, and direction to supervisors and staff in developing and implementing plans and objectives. Develops policies and procedures for banking processes to ensure compliance with established standards and regulations. Ensure that project/department goals and objectives are met. Research, analyze and execute strategies and tactics to increase online application start and completion rates, driving customer cross sell and customer acquisition.
Analyze and report on digital accounts and forecasts. Performs all duties in accordance with prescribed regulatory compliance guidelines and in conformance with established Bank policies, procedures, and objectives. Stays up to date on industry trends, represents the Bank through active participation in community and industry organizations, and participates in user groups and conferences, as needed. Performs related and unrelated duties as may be required. Requirements Education Bachelor's Degree or five years equivalent related work experience incorporating the above responsibilities is required Work Experience 7+ years of management experience online banking and/or online account opening operations is required Additional Requirements Subject matter expertise in Corporate Online Banking Products and Services, Bill Pay and P2P desired.
Solid communication skills as well as the ability to work effectively with internal departments and vendors. Strong analytical, interpersonal, and problem-solving abilities to identify and prioritize critical issues and risks and recommend solutions.
Must have a valid driver's license. Regular travel to bank sites required.
