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Bilingual Relationship Banker - Korean


Posted 8 days ago, Ellicott City, MD, USA
Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals * Identify ...

Banking Call Center Supervisor


Posted 28 days ago, Annapolis, MD, USA
The Banking Call Center Supervisor is responsible for the daily operations of the Call Center Staff and ensuring exceptional service and response time to Severn's customers. This staff is responsible ...

Business Banking Leader


Posted 1 month ago, Baltimore, MD, USA
Coaches and motivates the Business Banking Relationship Managers to achieve the sale of loans and deposits. Monitors the combined sales to performance goals. Responsible for selection, development ...

Valuation & Investment Banking Analyst


Posted 6 days ago, McLean, VA, USA
Matheson Financial Advisors, Inc. is a corporate finance advisory and investment banking firm that has a 16-year history of providing specialized business valuation, ownership transition planning ...

Assistant Branch Manager -Floating


Posted 1 month ago, Annapolis, MD, USA
FABM is responsible for providing exceptional customer service, promoting the bank's products and services, increasing branch sales to achieve quarterly goals, and manage the branch employee's daily ...

Financial Consultant


Posted 1 month ago, Chantilly, VA, USA
Here at Bankers Life, we offer mentorship, award-winning training and support to help you become a successful Financial Representative[ii]. Your journey with Bankers Life will begin by providing a ...

OPT/CPT Investment Banking Analyst Intern - Chinese Required


Posted 1 month ago, Washington, DC, USA
Chinese Required, Investment Banking Intern - Remote . Qualifies for OPT and CPT. Part-time available. Our office is located in NY at 40 Wall Street but we currently provide remote internships. (www ...

Private Banking Officer


Posted 2 months ago, Winchester, VA, USA
The Private Banking Officer will be asked with adhering to department set standards of service by performing the following responsibilities: * Support setups of all additional product and services

IT Audit Director


Posted 26 days ago, New York, NY, USA
Overview SMBC is seeking an experienced IT auditor with a focus on integrated audits and banking products to manage the integrated audit team within the Internal Audit Department. In this position ...

Audit Manager - Mortgage Risk


Posted 1 month ago, Charlotte, NC, USA
Keep abreast of current trends, new developments, technologies and practices in the auditing profession, banking industry and area of specialization. Serve as coach for areas of specialization

Universal Banking Associate


Posted 1 month ago, Richmond, VA, USA
Are you a banking professional looking for new career opportunity? PeopleShare has an immediate opening for a Universal Banking Associate in the Richmond area! Details for Universal Banking Associate

Senior Service Associate - Float


Posted 16 days ago, McLean, VA, USA
Identifies walk-in customers' needs through the Bank's retail sales process to provide basic sales solutions for basic customer needs and/or refer complex customer needs to the appropriate team ...

CIO - Banking/ Financial Services


Posted 1 month ago, Hickory, NC, USA
CIO needed for financial/ banking company who is skilled in developing and strategically managing IT initiatives. Member of the Executive Leadership Team directing the planning and implementation of ...

Call Center Representative w/financial banking experience


Posted 11 days ago, Westerville, OH, USA
Kelly Services has an immediate need for a temp to hire CALL CENTER REPRESENTATIVE with financial banking experience. This position pays $18/hour and does require the ability to work evening hours ...

Relationship Banker


Posted 5 days ago, Washingtonville, NY, USA
Utilizes the Walden Savings Bank Sales and Service Model to identify cross-sell opportunities and refer customers to appropriate business partners. Assists Management with the ongoing training and ...

Customer Service - Entry Level Sales


Posted 1 month ago, Chantilly, VA, USA
Participate in branch trainings to understand trends from field research Bankers Life has offered challenging and rewarding insurance sales opportunities for over 130 years with branch offices ...

Branch Manager 2 - Ovid Branch


Posted 14 hours ago, Ovid, NY, USA
Specialized banking education, experience and training * Valid driver license Skills: * Proficient reading, writing, grammar and mathematics skills * Excellent interpersonal relation and ...

Banking Services Operations Associate III


Posted 12 hours ago, Buffalo, NY, USA
Banking Services Operations Associate III Location: Amherst New York USA 14228 Shift: 1st Shift Description: * Perform skilled clerical duties requiring simple analysis and expanded use of judgment ...

Business Support Associate 2


Posted 23 hours ago, Frederick, MD, USA
Consumer and Small Business Banking is at the center of our efforts to rebuild trust and transform the way we serve our customers and clients. The Consumer and Small Business Banking organization is ...

Banking Customer Service Representative-#104861


Posted 6 days ago, Trenton, NJ, USA
Banking experience required * Must be able to work in a fast paced environment * Must be flexible with hours * Team player Company Description CSS is a National Staffing and Recruitment provider ...

Branch Manager II


Posted 5 days ago, Shelby, OH, USA
Civista Bank Description: POSITION PURPOSE: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and ...

NB976 - Branch Manager


Posted 8 days ago, Woodbridge, NJ, USA
Northfield Bank is a full service bank with 43 branch locations throughout New Jersey; and Staten Island and Brooklyn, New York. With a history dating back to 1887, our growth continues through ...

Universal Banker I Part Time


Posted 9 days ago, Baltimore, OH, USA
Will have the ability to open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues. Will be ...

Customer Service Representative


Posted 19 days ago, Newark, DE, USA
Fortune 500 (Banking Giant) Role: Customer Service Representative Project Location : Newark, DE Project Duration: 06 Months (Possibility of Extension) Schedule: Must be flexible working with ALL ...

Coldwell Banker Branch Manager


Posted 10 days ago, Old Lyme, CT, USA
Branch Manager Coldwell Banker/NRT Our Job Description: * Branch managers build the foundation of the Coldwell Banker/NRT network, the nation's No. 1 residential real estate brokerage for the past 21 ...

Universal Banker II-Danville


Posted 13 days ago, Danville, VA, USA
Establishes, maintains, and deepens relationships with banking center customers to achievebranch performance goals and provide excellent customer service. * Adapts to the needs of the branch and ...

Branch Operations Specialist


Posted 5 days ago, Shelby, OH, USA
Civista Bank Description: POSITION PURPOSE: A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems ...

Insurance & Banking Experienced Associate - Philadelphia


Posted 8 days ago, Philadelphia, PA, USA
Line of Service: AssuranceSpecialty/Competency: AssuranceIndustry/Sector: InsuranceTime Type: Full timeGovernment Clearance Required: NoAvailable for Work Sponsorship: YesTravel Requirements: Up to ...

VP, Treasury Management


Posted 3 days ago, Virginia Beach, VA, USA
Dollar Bank is currently hiring for a VP, Treasury Management to work in our Town Center Corporate Office in Virginia Beach, VA. This role will be responsible for selling treasury management services ...

Business Banking Portfolio Manager II


Posted 6 days ago, Pittsburgh, PA, USA
Qualifications · Bachelor degree required - Business Administration, Accounting. · 3-5 years of general banking experience. · General knowledge and understanding of the Borrowing Base mechanics

Commercial Lender


Posted 7 days ago, Columbus, OH, USA
COMMERCIAL LENDER-CENTRAL OHIO The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial® brokerage headquartered in Middlefield, Ohio. We have 16 branches ...

Community Office Manager III (Bi-Lingual preferred)


Posted 4 days ago, Hazleton, PA, USA
Community Office Manager III (Bi-Lingual Preferred) General Responsibilities/Job Summary FNCB Bank is looking for a Community Office Manager III , that will preferably be Bi-Lingual which will enable ...

Customer Success Specialist - Everyday Banking


Posted 1 month ago, Roanoke, VA, USA
Consumer & Small Business Banking Operations (CSBBO) Contact Centers serve consumer and small business customers through various channels that include digital (online, mobile, and social) and contact ...

In Store Branch Relationship Banker I


Posted 4 hours ago, Broadview Heights, OH, USA
Broadview Heights, OH Description Responsible for building consumer and business customer relationships by proactively recommending appropriate deposit, loan and other banking products. Processes ...

SAR - Correspondent Banking Consultant


Posted 2 days ago, New York, NY, USA
SAR - Foreign Correspondent Banking Consultant Location: NYC Contract Length: 6-12+ Months Job Description: * Identify, report suspicious activity and/or mitigate risks in a timely manner * Review ...

Teller I (30hrs) - Hanover


Posted 14 days ago, Bethlehem, PA, USA
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 full range of retail, small business and commercial banking ...

Full Time & Part Time Teller


Posted 15 days ago, Stroudsburg, PA, USA
FULL-TIME CUSTOMER SERVICE TELLER AND PART-TIME CUSTOMER SERVICE TELLER First Keystone Community Bank, an independently owned community bank with over 150 years of experience in banking and serving ...

Branch Manager Trainee - Pittsburgh Area


Posted 7 days ago, Pittsburgh, PA, USA
Dollar Bank is currently hiring for a Branch Manager to support various branches in the Pittsburgh area. In this role, you will maintain your own business development and sales goals while also ...

Insurance & Banking Senior Associate - Philadelphia


Posted 8 days ago, Philadelphia, PA, USA
Line of Service: AssuranceSpecialty/Competency: AssuranceIndustry/Sector: InsuranceTime Type: Full timeGovernment Clearance Required: NoAvailable for Work Sponsorship: YesTravel Requirements: Up to ...

Branch Service Manager (Canal)


Posted 9 days ago, New York, NY, USA
The incumbent will manage the branch and branch staff to ensure adherence to compliance with all bank policies while providing outstanding customer service. Responsibilities include but are not ...

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: