This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba

The Loan Officer Associate position is designed to assist branch Loan Officers (LOs) while preparing the Loan Officer Associate (LOA) to grow into a Loan Officer position. The LOA will complete various on line and classroom educational sessions while receiving operational training by assisting the LOs with loan application procedures. Prepare loan application documents ba

This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products

Loan Processing Collect and verify information for all incoming documents from applicants including credit documentation and monitor program compliance. Assist with processing qualification files as needed. Notify Senior Processor of credit or financial issues by completing DTI calculations. Provide excellent customer service to future and current homeowners by answering

Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Issue debit cards, Gift/Ace cards and explain operation to customers Quick rate CD's F

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and

Relationship Banker II Location US FL Freeport Job ID 2024 17383 Category Branch Banking Type Regular Full Time Job Grade 7 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Freeport 17170 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or pr

The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. Duties & Responsibilities Schedule Monday Friday 8 00am 5 00pm; some

Member Services Representative III (Titusville / Singleton) ID 2024 1209 Category Branch Experience Position Type Regular Full Time Remote Status Not Remote Location US FL Titusville Position Summary The Member Services Representative III (MSR III) is responsible for providing exceptional service to members by listening to their requests and offering appropriate solutions

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Relationship Banker I Location US FL Panama City Beach Job ID 2024 17384 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Panama City Beach Y Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a