The Universal Banker II is responsible for meeting with customers and non customers to open all types of savings, checking and certificate of deposit accounts, based on discovery of customer needs, and to cross sell appropriate Bank products and services of all types. Excellence in product knowledge and sales and service skills is essential. Must proactively discover need

Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

Kinecta Federal Credit Union is one of the nation's leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees

The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS's will also enhance existing relationships with credit union members

Handles all phases of teller duties, including deposits, withdrawals, check cashing, loan payments, etc. Is cross trained in and is able to perform personal banking activities consisting of offering a full range of banking products and services as well as providing efficient and quality customer service. Essential Duties and Responsibilities Handles multiple transaction t

Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Under some supervision and following established policies and department procedures, provide loan support to the assigned Loan Officers. ESSENTIAL FUNCTIONS Order and/or update the loan documentation, appraisal report, title premium or date down, environmental report, and field audit request prior to new loan entry to underwriting system or line renewal/amendment. Collect

Preferred 4 Year / Bachelors Degree Bachelor's Degree with business related emphasis a plus. Experience Minimum Years of Experience Preferred Years of Experience Description 1 3 Of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must Have a thorough working knowledge of depository & loan products, se

Kinecta Federal Credit Union is one of the nation's leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Position Details Banking Specialist I This position, Banking Specialist I, may be called by many other names Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the produ

Job description HSBC Innovation Banking We support the builders, forward thinkers, future makers and leap takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start ups, scale ups, growth businesses, investors and those working towards IPO. Whether it's providing strategic advice, comprehensive banking, industry connec

Locations Sales CA Los Angeles, United States of America, Los Angeles, California Relationship Manager, Business Cards & Payments Acquisitions (Anaheim) Relationship Manager, Business Cards & Payments (Acquisitions) Territory Anaheim Are you a self starter, a go getter, and a deal maker? Are you disciplined and autonomous? In Capital One's Business Cards & Payments group,