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Institutional Banking Lead or Senior Specialist

Posted 8 days ago, Washington D.C., United States
The Banking Team is responsible for (i.) establishing, managing and controlling a network of public and private financial institutions for the delivery of financial services for the swift execution ...

Universal Banker - Full Time

Posted 19 days ago, Great Falls, VA, USA
Establish new banking relationships with clients ensuring they are offered all the products and services that are appropriate given their financial needs. Retain and deepen existing client ...

Bank Branch Manager

Posted 8 days ago, Washington, DC, USA
Manpower is seeking an experience bank or credit union branch manager for a direct hire opportunity. The role is located in Washington, DC. The salary for this role is 60K or possible more depending ...

Senior SBA Underwriter

Posted 1 month ago, Germantown, MD, USA
Strategic Banking Partners, Inc supports telecommuting for some underwriting roles in the company. Remote employees are not required to travel.

Assistant Branch Manager

Posted 26 days ago, Annapolis, MD, USA
Minimum 1 year of sales/service, in the banking industry; however additional sales experience may be considered. * Bilingual English/Spanish preferred Severn is an Equal Opportunity Employer of ...

Teller II Floating

Posted 26 days ago, Annapolis, MD, USA
Represents the bank to customers using the service quality guidelines. Efficiently answers questions in person and/or over the phone. * Processes and settles transactions in an accurate and efficient ...

Associate Banker (Teller)

Posted 17 days ago, Potomac, MD, USA
Using the latest banking solutions combined with cutting edge financial technology you'll be front and center representing our brand, and providing superior customer service, to offer our customers ...

Relationship Manager, Institutional Banking

Posted 7 days ago, New York City, United States
The incumbent is responsible for all aspects related to banking and finance for institutional clients. This position is responsible for scaling up relationships with funds and institutions. Establish ...

Investment Banking Analyst Intern

Posted 26 days ago, Washington, DC, USA
Mandarin Required, Investment Banking Intern Our office is located in NY on Wall Street but we also have remote interns all over the United States. Alpha Capital Corporation is seeking a number of ...

Business Banking Product Manager I

Posted 11 days ago, Cleveland, OH, USA
Partner across the bank to develop and align value proposition of business banking with sales approach and tools to ensure optimal sales productivity and client experience * Partner with channel ...

Branch Manager

Posted 8 months ago, Washington, DC, USA
Tellers & Personal Banking Representatives sales and operations QUALIFICATIONS Prior teller, head teller and customer service experience; experience in teller and deposit operations and/or prior ...

Branch Manager (Retail Banking)

Posted 19 days ago, Queens, NY, USA
Job Summary Ponce Bank is looking for a Business Development Manager (Branch Manager) for Queens. The position will lead sales, customer and community relationship of the branch. In addition, will be ...

Assistant Branch Manager (Retail Banking)

Posted 19 days ago, Queens, NY, USA
Essential Functions 1. Manages and ensures operational activities of the branch office are performed in accordance within established Bank policies and procedures. 2. Oversees the security ...

Part-Time Teller (24 Hours) - Silver Spring Branch

Posted 2 days ago, Savage, MD, USA
Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash * Identify referral ...

VP, Investment Banking, Healthcare, NYC or San Francisco

Posted 7 days ago, New York, NY, USA
Required Qualifications: • Minimum of five years of investment banking experience • Relevant client interaction and transaction experience in the Consumer & Retail industry. • Demonstrated ...

VP, Healthcare Investment Banking

Posted 18 days ago, us
* XX Investment Bank provides comprehensive financial advisory and capital raising services to top corporations, financial institutions and governments worldwide. Clients receive tailored financial ...

Premier Banker

Posted 8 days ago, Westminster, United States
Consumer Banking is an industry leader in supporting homeowners and consumers in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and ...

Bilingual Customer Service Representative Bank

Posted 16 days ago, Hyattsville, Maryland, USA
***Preferrable to any banking experience*** Assess service and resolve members' needs. Perform transactions by phone. Promote products and services appropriate to the members' needs. Assist members with ...

Banking Customer Service Representative

Posted 15 days ago, Philadelphia, PA, USA
Banking Customer Service Representative Quaint Oak Bank, located in Southampton Pa, is hiring an experienced Customer Service Representative for our new Philadelphia location. Join a growing ...

Associate Licensed Relationship Banker

Posted 13 days ago, Northfield, OH, USA
Description Are you looking to jumpstart a rewarding career in banking but aren't sure how to get started? Discover an exciting opportunity to take your career to the next level as part of our ...

Customer Service Representative bilingual Spanish- Banking

Posted 6 days ago, Bronx, NY, USA
Customer Service Representative bilingual Spanish- Banking Community Bank located in the Bronx is seeking a CSR * 3 - 5 years working experience. Excellent communication skills. * bilingual Spanish

Private Banking Client Services Specialist II

Posted 26 days ago, Baltimore, Maryland, USA
Private Banking Client Services Specialist ll BASIC FUNCTION: Supports the Private Banking team in all aspects of client service, account opening and maintenance, and office administration. Services ...

Banking Operations Assistant bilingual Spanish

Posted 7 days ago, Bronx, NY, USA
Banking Operations Assistant bilingual Spanish Expanding bank located in the Bronx, New York is seeking a Banking Operations Assistant Assist with customer account openings, account system ...

Client Manager, Financial Institutions - C & I Banking

Posted 1 month ago, New York, United States
About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than ...

Director, M&A Advisory - C & I Banking

Posted 1 month ago, New York, United States
About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than ...

Branch Banker

Posted yesterday, Lewes, DE, USA
Previous branch banking experience preferred; excellent customer service and cash handling experience required. County Bank is an Equal Opportunity Employer of women, minorities, protected veterans ...

Assistant Branch Manager (Banking | Credit Unions)

Posted 3 days ago, Sayville, NY, USA
Working under the guidance and direction of the Branch Manager, the Assistant Branch Manager will work with the Branch Manager to learn how to effectively manage branch operations, develop staff, and ...

Customer Service Specialist -(Banking)

Posted 1 month ago, Amherst, NY, USA
Key Bank Description : Excellent customer service, organizational, interpersonal and written/verbal communication skills. Ability to work under pressure efficiently and accurately in a fast paced ...

Branch Manager - Chesapeake

Posted 12 days ago, Chesapeake, VA, USA
Dollar Bank is currently hiring for a full-time Branch Manager to work in our Greenbrier Square branch location in Chesapeake, Va. After completing a four to six month training program, this role ...


Posted yesterday,
Banker for Citigroup Global Markets Inc. (New York, NY) Idntfy & anlyze comparable companies for associates & anlysts & supervise them to prfrm complx fincl anlysis, revw wrk perfrmd by Anlysts ...

Part Time Teller, Lancaster, PA

Posted 4 days ago, Lancaster, United States
Part Time Teller, Lancaster, PA-1905405 Description As a member of Santander's retail banking division you'll help serve Santander's retail and small business customers as part of one of the top ...

AVP Business Banking

Posted 5 months ago, Pittsburgh, PA, USA
Dollar Bank is currently hiring for a full-time AVP of Business Banking to work in our corporate office in Pittsburgh. This role involves employing the Banks' assets, using direction and judgment to ...

Financial Analyst III - Liquidity Risk

Posted 5 days ago, Cherry Hill, United States
Company Overview About TD Bank, America's Most Convenient Bank® TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a ...

Universal Banker

Posted 19 days ago, Englewood, NJ, USA
Execute all sales, servicing and banking transactions accurately; following all compliance and security procedures, and balance cash drawer within balancing guidelines. * Manage all aspects of the ...

Licensed Relationship Banker

Posted 1 month ago, Hamden, CT, USA
You will go above and beyond for customers in this unique role with dual responsibilities related to banking and investments. Our Licensed Relationship Bankers leverage exceptional service and ...

Community Office Manager I

Posted 4 days ago, Port Allegany, United States
The qualified candidate will be able to enhance business development, customer retention and manage bank and finance personnel. Responsibilities 1. Enhances customer retention, attracts new business ...

Floating Branch Banker

Posted 13 days ago, us
Adherence to corporate policies, procedures, and regulatory banking requirements. Completes all required training. Actively communicates matters of potential audit or compliance risk. JOB ...

Commercial Banking Officer/Lender

Posted 13 days ago, Newbury, Ohio, USA
Geauga Savings Bank, a Northeast Ohio community-focused bank is looking for a Commercial Banking Officer/Lender. This position primarily promotes the financial institution and its commercial lending ...

Senior SBA Underwriter

Posted 1 month ago, Baltimore, MD, USA
Previous experience in finance, banking, or other related fields * Familiarity with financial and lending practices * Ability to build rapport with clients * Strong analytical and mathematical skills

Director, Portfolio Management (Corporate Banking)

Posted 7 days ago, us
JCW is currently recruiting for a Director level Corporate Credit position for a foreign corporate bank in Midtown. The successful candidate will be responsible for ensuring the overall quality and ...

Teller 1 (or 2 with required experience)

Posted 13 days ago, Cooperstown, NY, USA
This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank ...

Teller 2 or 3 - Full Time - McLean VA

Posted 5 days ago, McLean, VA, USA
Consistently follows defined procedures for bank operations and client service, including consistent practice of behaviors that contribute to the Exceptional Branch and Exceptional Client Experiences

When an individual thinks of banking employees, the common associations would be tellers and customer service representatives. This is due to the fact that the teller and customer service representative are the employees a client would deal with, other than a security guard. Of course, there are various other types of staff within the facility who perform different types of duties. This article will provide information on these individuals, their roles, and their responsibilities.

The Various Roles And Responsibilities Of Different Bank Jobs

1. The Teller

The teller is arguably the most well-known of all staff. When an individual walks into a bank, it is typical this staff member would be one of the first to speak to him or her. Contrary to popular belief, the teller is not an individual who provides information on all forms of transactions. The responsibilities of a teller include provision of service to accept deposits, cash checks, and exchange currency.
To be an effective teller, it is essential that you have superb mathematical skills as you are required to accurately handle money. This is not only during daily transactions, but also when tallying the cash drawers at the start and end of each working day. Due to the implementation of electronic teller systems, many physical teller jobs are being eliminated; however, there is still a need for these individuals when dealing with currency exchange.

2. The Customer Service Representative

A misconception associated with the customer service representative is that they merely share information or promote certain accounts. While this is true, the customer service representative performs duties beyond being an informant regarding account information. This staff member assists customers in opening bank accounts, modifying current accounts, and completing suitable paperwork for loans where necessary.

Customer service representatives will also complete certain administrative tasks for the bank. This means that they are responsible for answering telephone calls and assisting the callers with problems. Representatives working in the calls department focus specifically on helping the customer calling and connecting him or her with the correct department.

3. The Loan Officer

Loan officers are officials who assist customers in completing loan applications. This can be a tiresome job, but it can be beneficial to the client who is taking out a loan. As a loan officer, you are responsible for discussing the loan options available and explaining all terms and conditions to the potential customer. It is vital that all options are discussed to ensure that the applicant chooses the loan most suited to his or her specific needs.

In certain financial institutions, a loan officer will be responsible for the final decision of whether the loan is approved or denied. However, in other facilities the officer is only responsible for application recommendation and an executive will make the final decision.

4. The Bookkeeper

As with all companies, a banking institution requires the services of a bookkeeper. This staff member is responsible for the accounting duties regarding the bank’s financial matters; however, there are different types of bookkeepers or clerks to deal with the various sub-sections. For example, an auditing clerk will assist with audits of accounting data that was completed by the accountant. Larger banks typically have accountants and auditors, but smaller banks tend to hire bookkeepers.

This video may offer some helpful tips: