66,145 Bank jobs in the United States

Financial Services - Bank Customer Service

83701 Emmett, Idaho $12 - $22 hour S & E Group LLC

Posted 25 days ago

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Job Description

This is a remote position.

What to Expect On a daily basis for the Financial Services - Bank Program: •  Serve as an initial point of contact on banking inquiries and concerns. •  Provide support for existing and prospective clients via inbound telephone calls. •  Resolve concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. •  Identify cross-sell opportunities and make referrals as appropriate. •  Provide accurate, confidential client service through bankcards, business online banking, or general servicing knowledge. Capabilities of Top-Performing Agents •  Outstanding Prioritization skills •  Display patience and empathy •  Skilled and efficient in writing and verbal communication •  Provide knowledgeable, friendly, and eloquent customer service Requirements Please click this link for the Basic PC Requirements Computer Specifications  Please note that more detailed equipment information is required and S & E Group will provide this detailed information and support once you complete the process of joining our team.  Benefits Select the company you want to work for within our client base. Work from home Flexible schedule 
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Customer Service - Bank

80124 Acres Green, Colorado Charles Schwab

Posted 1 day ago

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Job Description

**Your opportunity**
**START DATE: November 17, 2025**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding customer service to our Charles Schwab Bank clients calling for assistance. You will field 40-60 inbound calls every day, providing subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards. This is a phone-based role requiring the use of multiple computer applications and dual monitors.
**What you have**
**Required Qualifications**
+ Minimum of 1 year of work experience, which may include volunteer experience, internships, or other roles in an office environment.
+ You will be working a set shift which may include weekend or evening hours. Please speak with your Talent Advisor for more information including shift differentials.
+ Ability to multi-task with demonstrated experience in using multiple computing applications simultaneously.
+ Ability to work in the office up to 75% - 100% of the time, as required.
**Preferred Qualifications**
+ Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needs.
+ Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals.
+ Ability to establish rapport with clients over the phone to create long term relationships with Schwab.
+ Desire to be part of a supportive and collaborative team.
+ High attention to detail to adhere to extensive bank policies, procedures, and guidelines.
+ Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning.
#campus
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
CO Salary Range: USD $25.29 - $25.29 / Hour
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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Bank Customer Service Representative

75215 Park Cities, Texas MCI Careers

Posted today

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Job Description

LOCATION:
Dallas, TX

JOB TYPE:
Full-Time & Part-Time

PAY TYPES:
Hourly + Bonus

BENEFITS & PERKS:
LOCAL REPRESENTATIVE: Paid Training, Paid Time Off, Medical, Dental, Vision, Life Insurance, Retirement, Advancement Opportunity, Flexible Schedules, Daily Contests, Prizes, Casual Dress Code, Regular Raises

APPLICATION DETAILS:
No Resume Required, On-site Interview

POSITION OVERVIEW:

MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs.

At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization.

We are hiring customer service representative to support inbound and outbound customer service projects for Finacial Services clients. We are seeking qualified professionals who will work to ensure our organization is providing world class service to our members, employees, and our communities. In this role you will work directly with bank customers providing product and account information, resolving customer issues, and answering customer questions regarding bank processes. Candidates should have excellent communication skills, willing to learn on the job, and be highly reliable.

This is an experienced-level position that offers on the job paid training. Compensation is commensurate with experience. Prior contact center or customer service experience is required. There are both full-time and part-time openings with multiple schedule options.

We provide services for some of the most famous brands, as well as state, and federal programs. This is a wonderful opportunity for you to start your career here. With our industry-leading training, you are sure to grow. We offer many advancement opportunities including Supervisor, Trainer, Talent Acquisition, and Operations Management.

To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.

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POSITION RESPONSIBILITIES:

WHAT DOES SOMEONE IN THIS ROLE ACTUALLY DO?

This position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.

Key Responsibilities:

  • Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
  • Listen to customers, understand their needs, and resolve customer issues
  • Escalate customer issues to the appropriate staff and managerial for resolution as neededEnsure first call resolution through problems solving and effective call handling
  • Follow the processes of the Client program and perform all tasks in a courteous and professional manner
  • Utilize knowledge base and training to accurately answer customer questions
  • Create and maintain customer CRM records with accurate call details
  • Accurately document call resolution in appropriate systemsStrictly follow client process for handling financial issues and inquiries
  • Comply with requirements surrounding confidential information and personal information
  • Follow all required scripts, policies, and procedures
  • Adhere to all attendance and work schedule requirements including all scheduled training


CANDIDATE QUALIFICATIONS:

WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION?

It's about building relationships and turning the knowledge you gain in training into customer wins. MCI provides all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated.

Required

  • Must be 18 years of age
  • High School Diploma or Equivalent
  • Minimum of three (3) years in a call center environment
  • Minimum of (1) year of experience in a customer service service role
  • The ability to multi-task using multiple screens and systems while talking on the phone with customers.
  • The ability to type swiftly and accurately 30-45 Words per minute
  • The ability to read and speak English fluently
  • Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
  • Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
  • Excellent organizational, written, and oral communication skills
  • The ability to multi-task across multiple systems and screens while speak to customers.
  • Must be customer service oriented (empathetic, responsive, patient, and conscientious)
  • Strong team orientation and customer focus with a positive attitude
  • Highly reliable with the ability to maintain regular attendance and punctuality
  • Aptitude for issue identification and problem solving
  • The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
  • An aptitude for conflict resolution and problem solving
  • The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
  • Excellent interpersonal skills and the ability to build relationships with your team and customers

Preferred

  • Associates Degree or higher is a plus
  • Relevant experience in banking or financial services is a plus
  • Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
  • Bilingual Spanish - Extremely Beneficial
CONDITIONS OF EMPLOYMENT:

All MCI Locations

  • Must be authorized to work in the country where the job is based.

Subject to the program and location of the position

  • Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
  • Must be willing to submit to drug screening. Job offers are contingent on drug screening results.


COMPENSATION DETAILS:

WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION?

At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.

What You Can Expect from MCI:

We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:

  • Paid Time Off: Earn PTO and paid holidays to take the time you need.
  • Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
  • Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
  • Retirement Savings: Secure your future with retirement savings programs, where available.
  • Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
  • Life Insurance: Access life insurance options to safeguard your loved ones.
  • Supplemental Insurance: Accident and critical illness insurance
  • Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities.
  • Paid Training: Learn new skills while earning a paycheck.
  • Fun, Engaging Work Environment: Enjoy a team-oriented culture that fosters collaboration and engagement.
  • Casual Dress Code: Be comfortable while you work.

Compensation & Benefits that Fit Your Life

MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.

If youre ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!

PHYSICAL REQUIREMENTS:

This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.

REASONABLE ACCOMMODATION:

Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.

DIVERSITY AND EQUALITY:

At MCI and its subsidiaries, we embrace differences and believe diversity benefits our employees, company, customers, and community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, where employees are treated with dignity and respect. All employees are responsible for fulfilling MCI's commitment to a diverse and equal-opportunity work environment.

MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider qualified applicants with criminal histories for employment in a manner consistent with local and federal requirements.

MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, MCI's policy is to provide reasonable accommodation to qualified employees with protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works.

ABOUT MCI (PARENT COMPANY):

MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services.

In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines.

Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.

DISCLAIMER:

The purpose of the above job description is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

The employer has the right to revise this job description at any time. This job description is not an employment contract, and either you or the employer may terminate employment at any time for any reason.

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Customer Service Assistant (Bank CSA)

04073 Sanford, Maine Partners Bank

Posted today

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Job Description


Customer Service Assistant I (CSA)

Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Full-Time/ Non-exempt / Onsite only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant I (CSA):

  • Perform a variety of teller and customer service duties as needed.
  • Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.
  • Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
  • Strong knowledge of the Banks various deposit and electronic banking products and services is required.
  • Use needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers needs.

Job Requirements for the Customer Service Assistant I (CSA):

  • Minimum of one year of teller or customer service banking experience in a branch or call center environment.
  • Strong sales, service, interpersonal and communication skills.
  • Interact well with others and enjoys working with a variety of people in a team environment.
  • Strong organizational, technical and computer skills.
  • Adapt well to change and is able to effectively multitask.
  • Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
  • Satisfactory product knowledge of banking products and service with ability for further development.

Specific Job Functions for the Customer Service Assistant I (CSA):

  • Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
  • Able to identify cross sell opportunities and respond to various customers inquiries to recommend appropriate products or solutions to meet their needs.
  • Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
  • Maintain and balance a cash drawer accurately and efficiently.
  • Provide a high level of service to customers, coworkers and team members.
  • Understand and follow various policies, guidelines and procedures including security, compliance and operations.
  • Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
  • May float to another local branch to cover staffing if needed.
  • Perform additional duties as required.

This Job Description for the Customer Service Assistant I (CSA) describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.bank/about/careers/

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Customer Service Assistant (Bank CSA)

04076 Shapleigh, Maine Partners Bank

Posted today

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Job Description


Customer Service Assistant I (CSA)

Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Full-Time/ Non-exempt / Onsite only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant I (CSA):

  • Perform a variety of teller and customer service duties as needed.
  • Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.
  • Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
  • Strong knowledge of the Banks various deposit and electronic banking products and services is required.
  • Use needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers needs.

Job Requirements for the Customer Service Assistant I (CSA):

  • Minimum of one year of teller or customer service banking experience in a branch or call center environment.
  • Strong sales, service, interpersonal and communication skills.
  • Interact well with others and enjoys working with a variety of people in a team environment.
  • Strong organizational, technical and computer skills.
  • Adapt well to change and is able to effectively multitask.
  • Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
  • Satisfactory product knowledge of banking products and service with ability for further development.

Specific Job Functions for the Customer Service Assistant I (CSA):

  • Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
  • Able to identify cross sell opportunities and respond to various customers inquiries to recommend appropriate products or solutions to meet their needs.
  • Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
  • Maintain and balance a cash drawer accurately and efficiently.
  • Provide a high level of service to customers, coworkers and team members.
  • Understand and follow various policies, guidelines and procedures including security, compliance and operations.
  • Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
  • May float to another local branch to cover staffing if needed.
  • Perform additional duties as required.

This Job Description for the Customer Service Assistant I (CSA) describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.bank/about/careers/

PI e

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Customer Service Assistant (Bank CSA)

04001 Acton, Maine Partners Bank

Posted today

Job Viewed

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Job Description


Customer Service Assistant I (CSA)

Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Full-Time/ Non-exempt / Onsite only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant I (CSA):

  • Perform a variety of teller and customer service duties as needed.
  • Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.
  • Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
  • Strong knowledge of the Banks various deposit and electronic banking products and services is required.
  • Use needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers needs.

Job Requirements for the Customer Service Assistant I (CSA):

  • Minimum of one year of teller or customer service banking experience in a branch or call center environment.
  • Strong sales, service, interpersonal and communication skills.
  • Interact well with others and enjoys working with a variety of people in a team environment.
  • Strong organizational, technical and computer skills.
  • Adapt well to change and is able to effectively multitask.
  • Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
  • Satisfactory product knowledge of banking products and service with ability for further development.

Specific Job Functions for the Customer Service Assistant I (CSA):

  • Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
  • Able to identify cross sell opportunities and respond to various customers inquiries to recommend appropriate products or solutions to meet their needs.
  • Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
  • Maintain and balance a cash drawer accurately and efficiently.
  • Provide a high level of service to customers, coworkers and team members.
  • Understand and follow various policies, guidelines and procedures including security, compliance and operations.
  • Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
  • May float to another local branch to cover staffing if needed.
  • Perform additional duties as required.

This Job Description for the Customer Service Assistant I (CSA) describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.bank/about/careers/

PI e

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Customer Service Assistant (Bank CSA)

03906 North Berwick, Maine Partners Bank

Posted today

Job Viewed

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Job Description


Customer Service Assistant I (CSA)

Department: Branch Administration
Reports to: Branch Manager/Assistant Branch Manager
Supervises: None
Status: Full-Time/ Non-exempt / Onsite only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Customer Service Assistant I (CSA):

  • Perform a variety of teller and customer service duties as needed.
  • Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc.
  • Work within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution.
  • Strong knowledge of the Banks various deposit and electronic banking products and services is required.
  • Use needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers needs.

Job Requirements for the Customer Service Assistant I (CSA):

  • Minimum of one year of teller or customer service banking experience in a branch or call center environment.
  • Strong sales, service, interpersonal and communication skills.
  • Interact well with others and enjoys working with a variety of people in a team environment.
  • Strong organizational, technical and computer skills.
  • Adapt well to change and is able to effectively multitask.
  • Strong knowledge of teller and customer service processes, policies, guidelines and procedures.
  • Satisfactory product knowledge of banking products and service with ability for further development.

Specific Job Functions for the Customer Service Assistant I (CSA):

  • Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions.
  • Able to identify cross sell opportunities and respond to various customers inquiries to recommend appropriate products or solutions to meet their needs.
  • Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc.
  • Maintain and balance a cash drawer accurately and efficiently.
  • Provide a high level of service to customers, coworkers and team members.
  • Understand and follow various policies, guidelines and procedures including security, compliance and operations.
  • Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge.
  • May float to another local branch to cover staffing if needed.
  • Perform additional duties as required.

This Job Description for the Customer Service Assistant I (CSA) describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.bank/about/careers/

PI e

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Customer Service Specialist I - Phone Bank

Houston, Texas Harris County Appraisal Dist

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Job Description

Join an organization that values it's community and employees! The purpose of this entry-level position is to provide general services information and resolve any emerging problems customers might face. This position must maintain a high level of professionalism, courtesy, and patience to present the district in the best light possible. This role will have a basic knowledge of the district's policies and procedures and provide recommendations for appropriate resolution of problems. This position will perform routine customer service support activities and tasks related to their area of focus with direct supervision. Education/Technical Requirements & Work Experience EDUCATION REQUIREMENTS * High School Diploma or equivalent required WORK EXPERIENCE * <2 years of related work experience Job Responsibilities General Responsibilities (Broad responsibilities that are consistent across job families) * Serve property owners, general public, and other HCAD divisions in a professional, courteous and empathetic manner. * Identify and assess customers' needs to achieve satisfaction. * Handle customer complaints to provide appropriate solutions and alternatives to ensure resolution. * Provide accurate, valid, and complete information clearly and concisely utilizing the right methods and tools. * Operate a PC and become familiar with HCAD's various computer systems (i.e. AVS, HTS, MTS, ACTS, CAMA, etc.). * Maintain awareness of changes in the district policies and procedures and important deadlines for action. * Handle special projects as assigned by researching and presenting information. Position Qualifications & Requirements COMPETENCIES * Communication * Customer Orientation * Decision Making * Emotional Intelligence Essentials * Quality Orientation KNOWLEDGE: * Texas Property Tax Code * Windows operating system, including Microsoft Office Suite SKILLS: * Effective communication, both written and verbal * Professional customer service * Research * Data entry into the STI Cama and Visiflow systems * Multi-tasking WORKING CONDITIONS Positions in this class typically require repetitive motions, sitting or standing for prolonged periods of time in an office setting. PHYSICAL & MENTAL REQUIREMENTS Positions in this class typically require repetitive motions, walking, talking and hearing. Must be able to sit or stand for extended periods of time with ability to reach, bend and move up/down on steps. Must be able to lift up to 50-pounds. The position requires considerable concentration, creativity and ability to manage time effectively. The position is subject to stress caused by a changing public environment, mandatory deadlines and heavy workload. Requires the ability to ask questions that will bring forth the information needed to make sound decisions. Equal Opportunity Employer The Harris Central Appraisal District is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. Due to the high volume of applications received, the Hiring Department will contact you directly, should you be selected to advance in our recruitment process.
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Bank Supervisor

72117 Benton, Arkansas First Convenience Bank

Posted today

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Job Description

Bank Supervisor at First Convenience Bank summary:

As a Bank Supervisor, you oversee branch teller operations, ensuring accuracy and compliance with banking policies while providing excellent customer service. You manage new account production, assist in sales efforts, and support the development and performance of personal bankers. Your role involves handling cash transactions, recommending financial products, and maintaining an organized and professional teller area.

Job Description

* Under direction from branch manager and assistant, provide prompt, efficient and friendly services to customers, involving receipt and payment of cash, and to recognize customer needs with suggestions appropriate to the bank's services
* Follow established policies in accordance with the bank's and supervisor's direction
* Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Ensure that each personal banker/teller balances and assists in identifying any discrepancies
* Ensure that all discrepancies are properly initialed and, if required, reported to the manager immediately
* Accountable for personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Attend business development calls, or other sales opportunities, with a member of management
* Responsible for the guidance, development and assistance of personal banker growth and sales production
* Sell and prepare money orders, cashier's checks, Bank-to-bank wires, and certificates of deposits
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Ensure that the appearance of the teller area and personnel are neat, organized and in accordance with bank policy
* Regular and predictable attendance and punctuality
* Other duties as assigned

Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Operate a computer and other office machinery
* Schedules are prepared based on business need and subject to change at any time
* Ability to lift up to 50 lbs

FCBI is an equal opportunity employer.


Keywords:

bank supervisor, customer service, cash handling, financial products, sales production, branch operations, personal banker development, account reconciliation, bank teller supervision, financial services

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Bank Manager

57369 Platte, South Dakota BMO Financial

Posted today

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Job Description

Application Deadline:

10/14/2025

Address:

403 Main St.

Job Family Group:

Retail Banking Sales & Service

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
  • Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
  • Conducts cold calls to prospective customers to develop new customer relationships.
  • Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.
  • Supports the Bank's community involvement and participates in community activities.
  • Maintains a high-touch relationship with key branch customers and prospects within the market.
  • Resolves customer related issues using knowledge of bank services, products, and processes.
  • Fulfills sales and service activities for the customer in accordance with approved procedures.
  • Builds the business plan for the branch.
  • Influences and negotiates to achieve business objectives.
  • Identifies emerging issues and trends to inform decision-making.
  • Implements, reviews, and revises work plans.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Ensures alignment between stakeholders.
  • Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
  • Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Communicates goals, plans, and assignments to achieve financial and customer service goals.
  • Leads the implementation of new programs, products and processes within the branch.
  • Coordinates the implementation of national and regional sales and service initiatives.
  • Monitors the service request and problem resolution processes for adherence to national standards.
  • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
  • Plans and controls unit operating expenses in accordance with forecasts.
  • Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
  • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
  • Builds effective relationships with internal/external stakeholders.
  • Maintains the confidentiality of customer and Bank information.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with all legal and regulatory requirements for the jurisdiction.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed. Qualifications:
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Previous supervisory or management experience - preferred.
  • In-depth knowledge of retail banking products and services.
  • Advanced knowledge of competitive marketplace and trends in product offerings.
  • Working knowledge of branch operational processes and policies.
  • Working knowledge of branch technologies, processes, and performance metrics.
  • Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Salary :

$46,000.00 - $85,200.00
Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property . click apply for full job details
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