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Banking Relationship Speci(Sr Relationship Banker)


Posted yesterday, North Little Rock, AR, USA
Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading ...

VP-Investment Banking, Technology, Media & Telecom


Posted yesterday, Palo Alto, CA, USA
VP-Investment Banking, Technology, Media & Telecom New York, New York;Palo Alto, California **Job Description:** **Business Overview** The Technology, Media & Telecom (TMT) group serves as a trusted ...

Banking Center Manager (FT) - DFW, Sterling Plaza


Posted 2 days ago, Dallas, TX, USA
Please apply through Prosperity Bank's Career Center at and to find more job opportunities with our company. *A pre-employment credit check will be run on all qualified applicants. Responsible for ...

Vice President Investment Banking


Posted 3 days ago, New York, NY, USA
ABOUT LEONIS Headquartered in New York, Leonis Partners is a Technology and Technology Services focused investment bank that serves a leading advisor to companies and their stakeholders in the ...

Banking Payments Manager


Posted 6 days ago, Denver, CO, USA
Understanding of Global Transaction Banking and Cash Management products; * Working Functional knowledge of money movement capabilities for High Value, Low Value and Instant Payments; * Working ...

Banking Services Officer


Posted 20 hours ago, Concord, CA, USA
Mechanics Bank is looking for a Banking Services Officer for our Concord, CA Branch. In this role, you will have the opportunity to oversee the safe and efficient operation of the retail office. This ...

Banking / Treasury


Posted 17 days ago, San Antonio, TX, USA
The Conversion Specialist will be assigned commercial account holders in order to provide special care as they transition to the new online banking platform. The Conversion Specialist will receive ...

Investment Banking Junior Associate - Technology Group


Posted 21 days ago, Costa Mesa, CA, USA
A. Davidson's investment banking division is a leading full-service investment bank that offers comprehensive financial advisory and capital markets expertise for public and private companies ...

Banking Center Manager


Posted 22 days ago, Barnstable County, MA, USA
SUMMARY : The Banking Center Manager will lead the banking center with a focus on providing leadership, delivering exceptional customer service, business development, and community relations

Branch Banking Representative (Floating)


Posted 7 days ago, Easton, MD, USA
Shore United Bank is looking for a Branch Banking Representative (formerly Teller/CSR) to join our team. A Branch Banking Representative is a front-line, customer facing position responsible for ...

Customer Service - Teller - Banking


Posted 10 days ago, Covina, CA, USA
The Customer Service / Banking Teller position earns a competitive wage of $14.00 to $15.00/hour, depending on experience. We also offer great benefits and perks, including health, dental, vision ...

Assistant Branch Manager-Banking


Posted 7 days ago, Gallup, NM, USA
... bank, such as the Washington Federal Commercial Real Estate, Business Banking, and Wholesale Departments, in order to increase bank profitability; and providing leadership and direction to branch ...

Retail Banking Center Officer


Posted 28 days ago, Carthage, MO, USA
At Guaranty Bank we are passionate about helping employees reach their goals. We encourage a strong work-life balance, offer an employee benefits package that is second to none, and provide ...

Part-time Electronic Banking Specialist


Posted 15 days ago, Winona, MN, USA
br>Part-time Electronic Banking Specialist Merchants Bank, Winona , is seeking two part-time Electronic Banking Specialists. The positions would have 5 hour shifts Monday-Friday between 8am - 3:30pm ...

Virtual Branch Manager


Posted 18 days ago, Dallas, TX, USA
Company Description Best Banking Alternative is a marketing and Pr Company that focuses on building virtual branch manager training facilities throughout the United States and abroad. Our unique ...

Relationship Manager, High Tech Banking


Posted 1 month ago, New York, NY, USA
DAY-TO-DAY RESPONSIBILITES 1. Manage a portfolio of customers in the High Tech industry, utilizing the Bank's credit and cash management product platform to meet customer business banking needs. 2. ...

Payments Banking Manager


Posted 1 month ago, Saint Louis, MO, USA
As a Banking Payments Consulting Manager, you'll be dedicated to help clients by playing the role of a partner who can work with the client team and lead an Accenture team to design and deliver ...

Banking Service Representative


Posted yesterday, Salt Lake City, UT, USA
One of Robert Half's Banking clients is currently hiring a Banking Service Representative! The Banking Service Representative will be responsible for representing bank to current and prospective ...

Senior Teller, banking


Posted yesterday, Long Beach, CA, USA
We are looking for an experienced Senior Teller, banking. Your specific duties will include: * Process in branch customer deposits and withdrawals, loan payments, check cash, more * Balance teller ...

Part-Time Retail Banking Relief (20-25 hours/week)


Posted 17 days ago, Memphis, TN, USA
A minimum of 3 years retail banking experience required. This position will provide support for 3 Branches throughout our branch network in Memphis providing relief support for teller and retail ...

Banking Center Manager


Posted 1 month ago, Royse City, TX, USA
Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the ...

Banking Center Manager


Posted 1 month ago, Buckner, MO, USA
Responsible for the overall profitability and efficient operation of the banking center. Commits to annual deposit, savings, loan referral, and customer retention goals for the banking center

Business Banking Operations Manager


Posted 1 month ago, Seattle, WA, USA
We are seeking a savvy Business Banking Operations Manager to join our credit union's Business Services team. This manager will oversee a team of skilled representatives in effectively supporting and ...

Banking Center Manager


Posted 27 days ago, Rye, NY, USA
And while we've grown into a leading commercial bank, we remain passionate about serving our customers, supporting our communities, and making a difference in people's lives. We can make a difference ...

Retail Relationship Banker


Posted 15 hours ago, Wayzata, MN, USA
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Vice President CRA & Fair Banking Officer


Posted 1 month ago, Minneapolis, MN, USA
The Vice President / CRA and Fair Banking Officer is responsible for the strategic leadership and management of Bank's CRA, Fair Lending, Fair Banking and UDAAP risk programs. Successful management ...

Managing Director - Investment Banking


Posted 1 month ago, Houston, TX, USA
England & Company, an independent investment bank with offices in Houston, New York, and Washington, DC, is seeking senior investment bankers with deep industry expertise and/or strong functional ...

VP, Relationship Banker II


Posted yesterday, Boulder, CO, USA
You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW." Your Potential at First Western Trust Are you looking or a career in banking? Do you enjoy solving problems and ...

Relationship Banker, Edison, Middlesex, NJ


Posted yesterday, Sussex, NJ, USA
May assist customers with teller transactions as needed. * 4 year college degree (preferred) * 2 or more years of personal banking experience (strongly preferred) * Motivated to help people achieve ...

Personal Relationship Banker


Posted yesterday, Atlanta, GA, USA
We provide tailored banking services through our state-of-the-art financial services technology platform, and our unsurpassed customer service from passionate focused personnel. We are looking for a ...

Banking Customer Service


Posted 7 days ago, Phoenix, AZ, USA
And we mean it -- we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to ...

Full Time Teller


Posted yesterday, Creve Coeur, MO, USA
Requires extensive knowledge of bank operations. Exercise independent judgement in most instances requiring minimum supervision. Qualifications: * One-year previous Teller experience preferred * Must ...

Senior Client Services Representative - Retail Banking


Posted 16 days ago, Napa, CA, USA
New Accounts / Client Services Representative - Senior Level $50,000 plus quarterly bonus potential Retail Banking - Napa, CA We are looking for a courteous and skilled Client Services Representative ...

Relationship Banker


Posted 6 days ago, Dallas, TX, USA
Develop and maintain close relationships with the customer base of the Banking Center and thorough knowledge of account ownership, active participation in lobby leadership, greeting customers

Relationship Manager Corporate Banking


Posted 2 months ago, Minneapolis, MN, USA
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their ...

Banking Customer Service Representative


Posted 19 days ago, San Antonio, TX, USA
Tri-Starr Personnel is partnered with a growing and reputable company within the Banking industry, and is currently hiring for IMMEDIATE Customer Service opportunities. Inbound and outbound positions ...

Relationship Banker - CO & 9th - Denver, CO


Posted 7 days ago, Denver, CO, USA
Adhering to policies, procedures, and regulatory banking requirements "The typical pay scale for this role is between $16.00/hr. and $18.51/hr. This compensation range is specific to CO - and may ...

Relationship Banker


Posted 8 days ago, Kansas City, MO, USA
... Banking clients. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk. Responsibilities * Build long term client relationships by providing ...

Banking Client Services Advisor


Posted 16 days ago, Phoenix, AZ, USA
Job Title Banking Client Services Advisor Location Remote, Tempe AZ Duration 6 Months Qualifications: Strong ability to research, cross check and document finite details accurately. Excellent ...

Banking Relationship Specialist


Posted 2 months ago, Ridgewood, NJ, USA
Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining and expanding banking relationships of both the business and consumer ...

Universal Banker - Potwin


Posted yesterday, Potwin, KS, USA
Deliver clarity to customers on banking products by providing simplicity, knowledge, and know-how * Continuously seek sales opportunities, develop business through promotion of products and services ...

Universal Banker Associate


Posted yesterday, Baton Rouge, LA, USA
We've changed banking for the better. At Liberty Bank and Trust you'll find that there's freedom here - for our customers and for you. What does it take to become a Universal Banker Associate

Financial Wellness Consultant/Universal Banker-Harmony Branch


Posted yesterday, Fort Collins, CO, USA
Opportunity to build very broad knowledge of retail banking and financial services products and services and to develop relationships across business lines. Many career paths will be available to you ...

Relationship Banker


Posted 11 days ago, Oklahoma City, OK, USA
The incumbent is responsible for providing a full range of banking services, with emphasis on developing/maintaining a personal banking relationship with new and existing customers. The majority (60 ...

Universal Banker


Posted yesterday, Harvey, LA, USA
Understand how individual goals relate to overall banking center success * Be self-directed/motivated with the ability to work independently or as part of a team with little to no direct supervision

Universal Banker


Posted 2 days ago, Cottage Grove, WI, USA
Deposit only business relationship customers with non-lending needs 2. Operates a teller window regularly to meet the needs of the banking center. 3. Provides exceptional customer service while ...

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: