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Valuation & Investment Banking Analyst

Posted 1 month ago, McLean, VA, USA
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 15-year history of providing specialized business valuation, ownership transition planning ...

Banking Operations Manager (Assistant Branch Manager)

Posted 17 days ago, Astoria, 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 ...

Branch Manager

Posted 6 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 ...

VP, Investment Banking, Healthcare, NYC

Posted 18 days ago, New York, NY, USA
Veterans Wanted Investment Banking Vice President, Healthcare, San Francisco Cain Brothers, a division of KeyBanc Capital Markets, is a pre-eminent healthcare investment bank. We deliver innovative ...

Bank Member Service Representative (Call Center)

Posted 4 days ago, Laurel, MD, USA
Resets Tower Talk 24 and/or Home Banking PINSs. 4. Resolves product or service problems by clarifying the member's concern; determines the cause of problem; selects and explains the best solution to ...

Premier Banker

Posted 4 days ago, Alexandria, 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 ...

Licensed Relationship Banker - Medical Campus

Posted 3 days ago, Buffalo, NY, USA
... or Business Banking. Maintains an awareness of the competitive landscape and leverages that knowledge to better serve the clients. Meets or exceeds established Teamwork & Accountability and ...

CSR - Banking

Posted 17 days ago, Utica, NY, USA
You must truly want to work in banking, perform well in a pay for performance environment, be tech-savvy and comfortable in a call center environment (cubicle, headset, back to back calls, structured ...

Branch Manager Tier 3

Posted 3 days ago, Erie, United States
The Branch Manager is responsible for branch compliance with bank policies, procedures, and operational integrity. Maintains and develops relationships with existing small business customers and ...

Post Closing Specialist II

Posted 4 days ago, us
Post-Closing Specialist II, Loan Operations Department Howard Bank places a focus on empowering our Employees to have the resources and tools they need to be successful. We foster a diverse and ...

Premier Banker

Posted 1 month ago, Annandale, 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 ...

Banking Administrative- Operations

Posted 12 days ago, Middletown, NJ, USA
We are seeking a Banking Administrative- Operations, Processors, Underwriters to join our team! You will perform clerical and administrative functions in order to drive company success.

Preferred Banking Offices Preferred Banker

Posted 3 months ago, Greenwich, United States
Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success ...

AVP Business Banking

Posted 3 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 ...

Banking Assistant Manager

Posted 20 days ago, Deer Park, NY, USA
Rapidly growing manufacturing company seeks a candidate with 1+ years Head Teller, or related banking, experience to join our team. The ideal candidate is a quick learner with a positive mind set. We ...

Teller I/II

Posted 9 days ago, Reading, PA, USA
Issues approved cash advances on Bank accepted credit cards. * Transfers funds between accounts. * Prepares daily settlement and proof of cash transactions; balances cash drawer accurately, quickly ...

Merrill Edge Financial Services Representative

Posted 9 months ago, Hunt Valley, United States
Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients' financial lives by offering access to the investment insights of Merrill Lynch and the convenience ...


Posted 11 days ago, Roanoke, VA, USA
HomeTrust Bank is GROWING! We have employees throughout North Carolina, South Carolina, Tennessee and Virginia. HomeTrust Bank ranks among the top 400 U.S. Banks with $3.4 billion in assets as of ...

Associate Universal Banker

Posted 22 days ago, Emporium, United States
High school degree or general education degree (GED) Experience: 6 months to 2 years previous related experience in cash handling and/or customer service setting, preferably in a banking environment. ...

Banking Operations Specialist

Posted 8 days ago, Albany, NY, USA
Banking Operations Specialist Location: Albany, NY 12206 Pay Rate: 24.00/HR W2 Hours: Full Time, Mon-Fri, 8AM-5PM Client: KeyBank Duration: 3+ month contract Description : * Perform basic to complex ...

Branch Manager - Mentor

Posted 25 days ago, Mentor, OH, USA
Dollar Bank is currently hiring for a full-time Branch Manager to work in our branch location in Mentor, Oh. This role is responsible for the overall production of the branch, team development and ...

Universal Banker - Full and Part-Time positions Available!

Posted 27 days ago, Elmira, NY, USA
Processes all types of banking transactions in a timely and accurate manner * Responds promptly to customer inquiries and problem resolution. * Maintains a comprehensive knowledge of all retail ...

Universal Banker

Posted 29 days ago, Liberty, United States
Experience: 2-4 years previous related experience in cash handling and/or customer service setting, preferably in a banking environment. or equivalent combination of education and experience.

Banking Operations Analyst - (Entry Level or Mid Level)

Posted 4 days ago, Buffalo, NY, USA
This is an excellent opportunity to get a foot in the door at a leading global investment bank with brand recognition. Our client is looking for a candidate who is seeking opportunity for growth and ...

Mortgage Banker - Fredericksburg

Posted 9 months ago, us
... banking experience Three or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or ...

Private Equity Sales - Investment Banking

Posted 2 months ago, Vienna, VA, USA
Series 7 and 63 or 66 required Company Description Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For nearly 50 years, we have ...

Teller 1 (or 2 with required experience) - Pulaski Branch

Posted 26 days ago, Pulaski, 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 ...

Banking Associate

Posted 4 days ago, us
Manage individual cash drawer and process customer transactions. Cross-sell additional bank products other than those requested by the customer. Achieve stated individual sales goals. Refer clients ...

Financial Center Manager

Posted 29 days ago, Oxford, NJ, USA
Build and maintain knowledge and network of local community, engage individuals, local small businesses, business groups and community organizations, identify and research business banking ...

Assistant Branch Manager

Posted 1 month ago, Meadville, PA, USA
Mercer County State Bank, an independent community bank, has an opportunity for an Assistant Branch Manager in our Meadville Branch. The Assistant Branch Manager is responsible for assisting the ...

Vice President - FIG Investment Banking

Posted 5 days ago, New York, NY, USA
Vice President - Investment Banking (FIG) Location: New York, NY Our client is a leading global financial institution and is know to be a top bulge bracket bank on the street. They are currently ...

Bank Branch Manager - Fluent Chinese

Posted 1 month ago, Brooklyn, NY, USA
Associate degree or equivalent specialized banking education; plus at least five years related experience and/or training in a financial institution or equivalent combination of education and ...

Senior Teller 1 - Daleville Branch

Posted 2 days ago, Daleville, PA, USA
... Bank products • Demonstrated leadership ability Responsibilities: • Routinely perform transactions on service line to provide quality customer service and a positive banking experience by ...

Branch Manager

Posted 1 month ago, us
The Branch Manager is responsible for business development, training of bank products, services, and the overall management of branch operations within the designated branch. This includes business ...

Investment Banking Analyst Intern

Posted 10 days ago, New York, NY, USA
Mandarin Required, Investment Banking Intern Alpha Capital Holdings, Inc. is seeking a number of mandarin speaking investment banking interns. We work extensively with Chinese companies on the ...

Branch Manager

Posted 19 days ago, us
The candidate in this position will be responsible for overseeing the efficient and profitable operation of all branch activities. In addition to reporting all financial and operations information to ...

Administrative Assistant, Regulatory Policy

Posted 1 month ago, us
Coordinate administrative logistics of comment letter process, including compiling banker input, agency filings and internal recordkeeping.Create, edit, proofread and format documents, ensuring ...

Bank Teller

Posted 5 days ago, Cambridge, MD, USA
Part-time Floating Bank Teller Some bank and/or cash handling experience preferred. Superior customer service skills, proficient computer skills and a high school diploma are required. Company ...

Senior Commercial Lender

Posted 1 month ago, us
The Bank also operates a Loan Production Office in Mentor, Ohio. Dating back to 1901, The Middlefield Banking Company has been a leader in delivering quality personal financial service to its ...

Bank Compliance/BSA Auditor Job Posting

Posted 2 months ago, Alexandria, VA, USA
Must be proficient with computer usage and auditing of systems and applications common to banking industry. Previous experience and/or demonstrated knowledge of the above matters and methodologies is ...

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: