131,869 Consumer Banking jobs in the United States

Customer Service Specialist Consumer Banking - Amherst NY

14261 Buffalo, New York ManpowerGroup

Posted 2 days ago

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Job Description

**Location:** 4224 Ridge Lea Road - Amherst, New York 14226 **Location: Must reside in the geographic region of Amherst, NY** **Training will take place on site at:** **4224 Ridge Lea Rd Amherst, NY 14226** **Training: Training will take place in office for minimally the first 3 months.** **Schedule During Training:** Monday- Friday from 8:00am-5:00pm ET **Schedule After Training:** There are various shift available for this role. + Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week + Saturday Squad Shifts- working every Saturday and 2 days off during the week + Additional compensation offered for Weekend Warrior and Saturday Squad + All other shifts will require working at least every other Saturday or Sunday **Customer Service Specialist** As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role. **What You'll Get from This Opportunity:** + Competitive pay and unique benefits - 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more. + Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key. + Paid job training and access to a library of specialized professional development and training courses. + Shift differentials available. + Performance-based rewards. + Variety - every day is different. **Essential Job Functions:** + Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. + Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls) + Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture. + Providing technical support for Key's online products and services (PC, mobile, and tablets). + Collaborating with a wide range of Key Teammates to help solve client challenges. + Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office). + Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank. **Required Qualifications:** + Minimum 1 year client service experience. + High school diploma/GED. + Demonstrated success in problem resolution, multi-tasking and attention to detail. + Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients. + Strong interpersonal, verbal, and written communication skills. + Flexibility, empathy, and patience to work in a fast-paced, high-volume call center. + Ability to read and follow call center "scripts" when handling different scenarios. + Schedule flexibility - The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change. **Preferred Qualifications:** + Previous experience working in a remote/ work from home environment. **Mobile Requirements:** + Hard wired high speed internet speed- Minimum of 50 MBPS download + Dedicated home office space + Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite **What It's Like to Work with Us:** At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19 to $21.00 per hour depending on location and job-related factors such as level of experience. ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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Customer Service Specialist- Consumer Banking- Amherst, NY

14068 Getzville, New York KeyCorp

Posted today

Job Viewed

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Job Description

Customer Service Specialist

As a Customer Service Specialist, you'll serve as the voice of KeyBank working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role.

What You'll Get from This Opportunity:

  • Competitive pay and unique benefits 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more.
  • Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key.
  • Paid job training and access to a library of specialized professional development and training courses.
  • Shift differentials available.
  • Performance-based rewards.
  • Variety every day is different.

Essential Job Functions:

  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls)
  • Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture.
  • Providing technical support for Key's online products and services (PC, mobile, and tablets).
  • Collaborating with a wide range of Key Teammates to help solve client challenges.
  • Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office).
  • Complies with all KeyBank policies and procedures, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank.

Required Qualifications:

  • Minimum 1 year client service experience.
  • High school diploma/GED.
  • Demonstrated success in problem resolution, multi-tasking and attention to detail.
  • Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients.
  • Strong interpersonal, verbal, and written communication skills.
  • Flexibility, empathy, and patience to work in a fast-paced, high-volume call center.
  • Ability to read and follow call center "scripts" when handling different scenarios.
  • Schedule flexibility The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change.

Preferred Qualifications:

  • Previous experience working in a remote/work from home environment.

Mobile Requirements:

  • Hard wired high speed internet speed- Minimum of 50 MBPS download
  • Dedicated home office space
  • Distraction and noise free background we want clients to have the same professional experience that they would have speaking to a Teammate working onsite

What It's Like to Work with Us:

At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts.

Compensation and Benefits

This position is eligible to earn a base hourly rate in the range of $19 to $21.00 per hour depending on location and job-related factors such as level of experience.

Job Posting Expiration Date: 09/08/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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Customer Service Specialist- Consumer Banking- Amherst, NY

14068 Getzville, New York Key Bank

Posted today

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Job Description

KeyBank - 4224 Ridge Lea Road (Customer Service Representative) As a Customer Service Specialist at KeyBank, you'll: Answer client questions, problem solve, educate and make suggestions that help deliver ease, value, and expertise to clients; Provide technical support for Keys online products and services; Collaborate with a wide range of Key employees to help solve client challenges.Hiring Immediately >>

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Customer Service Specialist Consumer Banking - Amherst NY

14261 Amherst, New York ManpowerGroup

Posted 8 days ago

Job Viewed

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Job Description

**Location:**
4224 Ridge Lea Road - Amherst, New York 14226
**Location: Must reside in the geographic region of Amherst, NY**
**Training will take place on site at:** **4224 Ridge Lea Rd Amherst, NY 14226**
**Training: Training will take place in office for minimally the first 3 months.**
**Schedule During Training:** Monday- Friday from 8:00am-5:00pm ET
**Schedule After Training:** There are various shift available for this role.
+ Weekend Warrior Shifts- working every Saturday and Sunday and 2 days off during the week
+ Saturday Squad Shifts- working every Saturday and 2 days off during the week
+ Additional compensation offered for Weekend Warrior and Saturday Squad
+ All other shifts will require working at least every other Saturday or Sunday
**Customer Service Specialist**
As a Customer Service Specialist, you'll serve as the voice of KeyBank - working as a problem solver for our clients. This is a high energy, fast-paced call center role with unlimited opportunity to learn, grow and work with a talented and supportive team. If you like helping others and feel rewarded by making someone's day a little better, this is the role for you. The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful in this role.
**What You'll Get from This Opportunity:**
+ Competitive pay and unique benefits - 401(k) matching (dollar-for-dollar up to 7%), generous PTO, fitness and tuition reimbursement and so much more.
+ Valuable financial services experience. You'll learn the ins and outs of how the bank works and knowledge that translates to career advancement at Key.
+ Paid job training and access to a library of specialized professional development and training courses.
+ Shift differentials available.
+ Performance-based rewards.
+ Variety - every day is different.
**Essential Job Functions:**
+ Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
+ Receiving inbound calls from consumer clients in fast paced environment (in some cases, taking back-to-back calls)
+ Answering client questions, problem solving, educating, de-escalating dissatisfied clients, and making suggestions that help deliver our Moments Matter culture.
+ Providing technical support for Key's online products and services (PC, mobile, and tablets).
+ Collaborating with a wide range of Key Teammates to help solve client challenges.
+ Ability to navigate multiple screens and software while speaking to clients effectively over the phone free of distractions and background noise (similar to being in the office).
+ Complies with all KeyBank policies and procedures, , acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and KeyBank.
**Required Qualifications:**
+ Minimum 1 year client service experience.
+ High school diploma/GED.
+ Demonstrated success in problem resolution, multi-tasking and attention to detail.
+ Advanced computer skills and working knowledge of how to navigate multiple screens and software, web browsers, websites and mobile applications while speaking to clients.
+ Strong interpersonal, verbal, and written communication skills.
+ Flexibility, empathy, and patience to work in a fast-paced, high-volume call center.
+ Ability to read and follow call center "scripts" when handling different scenarios.
+ Schedule flexibility - The hours for the position can change based on business need. In addition, there is a shift bid process for all Teammates that occurs two times (performance based schedule options) per year which could result in a schedule change.
**Preferred Qualifications:**
+ Previous experience working in a remote/ work from home environment.
**Mobile Requirements:**
+ Hard wired high speed internet speed- Minimum of 50 MBPS download
+ Dedicated home office space
+ Distraction and noise free background - we want clients to have the same professional experience that they would have speaking to a Teammate working onsite
**What It's Like to Work with Us:**
At the KeyBank Contact Center, we are a diverse and engaged team that supports one another and always finds a way to have fun in the office and virtually. Our leaders have our backs and we share our knowledge for the good of the team. We work hard for our clients, and are frequently rewarded for our efforts.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19 to $21.00 per hour depending on location and job-related factors such as level of experience.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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Consumer Banking Support Supervisor

80238 Denver, Colorado UMB Bank

Posted 4 days ago

Job Viewed

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Job Description

**CONSUMER BANKING SUPPORT SUPERVISOR-DENVER, CO**
The **Consumer Banking Support Supervisor** leads and assists a team of associates that provide quality support and services for Consumer associates and customers. They will also create an outstanding experience for their clients and the sales team they support by managing their workflow with strong attention to detail and proactive communication to maintain an exclusive delivery model. They are expected to ensure proper guidance is provided to their team, take action to evaluate and mitigate risk, including fraud, ensure bank procedure and regulatory requirements are met, and Consumer Policy and Procedures are followed. The Consumer Banking Support Supervisor acts as a player-coach to ensure SLAs are met.
**How you will spend your time:**
+ Oversee and develop a team, by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations.
+ Educating associates on new or updated policy, procedure, and regulatory requirements.
+ Build and submit communication to Private Banking Officers and/or Consumer Associates.
+ Responsible for determining capacity planning to ensure proper staffing.
+ Analyze data to identify trends, understand the root cause of contact drivers to determine process improvements and or training needs, find efficiencies, and provide reporting on specific team measurables.
+ Evaluate risk and the need for exception-based decisions to branch/Private Banking/digital impacting situations.
+ Manage, track, and perform actions required for CIP, KYC, and fraud review for new accounts opened in branch, digital, and Private Banking channels.
+ Onboard new processes by creating written procedures, determining retention requirements, establishing processing expectations, and evaluating reporting needs, and communicating to the team.
+ Build and provide support services to all areas of Consumer Bank. Specialized functions may include creating templates for service requests, maintaining Private Bankers' books, monitoring compliance with CIP/CDD, processing centralized operational tasks such as high value wire transfers, business fiduciary and legal document reviews, safe deposit box escheatment processing and oversight, and communicating operational updates/changes to private banking officers and associates.
+ Problem Solving for complex clientele
+ Handle Client escalations
+ Other duties as assigned.
**We're excited to talk with you if you have:**
+ Bachelor degree in related field or equivalent experience
+ 5 + years of branch / bank operations experience in Retail, Private Banking, and/or Digital, service & operations
+ Customer Service experience in relevant field
+ Strong knowledge of bank services and operations
+ Leadership skills
+ Experience managing and developing people
+ Demonstrated motivational, interpersonal & organizational skills
+ Knowledge of UMB Consumer banking products, services, systems, and policies and procedures
+ UMB Operational and Compliance knowledge
+ Demonstrated ability to lead and provide guidance to others
+ Demonstrates ability to communicate clearly with coworkers, managers, and business partners
+ Highly motivated self-starter with the ability to determine priorities, plan, organize, and follow through on tasks
+ Strong skills in Microsoft Products (Excel, Word & Access)
Application Deadline: October 31, 2025
**Compensation Range:**
$63,830.00 - $136,580.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
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Consumer Banking Support Supervisor

63112 Saint Louis, Missouri UMB Bank

Posted 4 days ago

Job Viewed

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Job Description

**CONSUMER BANKING SUPPORT SUPERVISOR-ST. LOUIS, MO**
The **Consumer Banking Support Supervisor** leads and assists a team of associates that provide quality support and services for Consumer associates and customers. They will also create an outstanding experience for their clients and the sales team they support by managing their workflow with strong attention to detail and proactive communication to maintain an exclusive delivery model. They are expected to ensure proper guidance is provided to their team, take action to evaluate and mitigate risk, including fraud, ensure bank procedure and regulatory requirements are met, and Consumer Policy and Procedures are followed. The Consumer Banking Support Supervisor acts as a player-coach to ensure SLAs are met.
**How you will spend your time:**
+ Oversee and develop a team, by setting goals and reviewing progress, conducting oversight of service & operational duties, facilitating training, providing feedback, coaching, conducting performance appraisals and salary recommendations.
+ Educating associates on new or updated policy, procedure, and regulatory requirements.
+ Build and submit communication to Private Banking Officers and/or Consumer Associates.
+ Responsible for determining capacity planning to ensure proper staffing.
+ Analyze data to identify trends, understand the root cause of contact drivers to determine process improvements and or training needs, find efficiencies, and provide reporting on specific team measurables.
+ Evaluate risk and the need for exception-based decisions to branch/Private Banking/digital impacting situations.
+ Manage, track, and perform actions required for CIP, KYC, and fraud review for new accounts opened in branch, digital, and Private Banking channels.
+ Onboard new processes by creating written procedures, determining retention requirements, establishing processing expectations, and evaluating reporting needs, and communicating to the team.
+ Build and provide support services to all areas of Consumer Bank. Specialized functions may include creating templates for service requests, maintaining Private Bankers' books, monitoring compliance with CIP/CDD, processing centralized operational tasks such as high value wire transfers, business fiduciary and legal document reviews, safe deposit box escheatment processing and oversight, and communicating operational updates/changes to private banking officers and associates.
+ Problem Solving for complex clientele
+ Handle Client escalations
+ Other duties as assigned.
**We're excited to talk with you if you have:**
+ Bachelor degree in related field or equivalent experience
+ 5 + years of branch / bank operations experience in Retail, Private Banking, and/or Digital, service & operations
+ Customer Service experience in relevant field
+ Strong knowledge of bank services and operations
+ Leadership skills
+ Experience managing and developing people
+ Demonstrated motivational, interpersonal & organizational skills
+ Knowledge of UMB Consumer banking products, services, systems, and policies and procedures
+ UMB Operational and Compliance knowledge
+ Demonstrated ability to lead and provide guidance to others
+ Demonstrates ability to communicate clearly with coworkers, managers, and business partners
+ Highly motivated self-starter with the ability to determine priorities, plan, organize, and follow through on tasks
+ Strong skills in Microsoft Products (Excel, Word & Access)
**Compensation Range:**
$57,760.00 - $124,170.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
View Now

Consumer Banking Relationship Specialist (CBRS)

71909 Desoto, Texas Arkansas Staffing

Posted today

Job Viewed

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Job Description

Job Purpose And Scope

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.

Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.

Open and service deposit accounts.

Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.

Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.

Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.

Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.

Actively promote teamwork, leading by example and taking initiative to assist others.

Provide backup and assistance to other retail banking roles and locations, as necessary.

Model and champion the Bank's standards for exceptional customer service.

Enthusiastically support the bank's values and mission.

Display a high degree of integrity, trustworthiness, and professionalism at all times.

Complete all essential training timely.

Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.

Maintain consistently good punctuality and attendance to work.

Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)

Knowledge of bank policies and procedures

Critical thinking and communication skills

Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition

Ability to demonstrate confidence and act as a trusted advisor

Ability to communicate effectively both verbally and in writing

Ability to demonstrate team player approach, capable of thriving in a continually changing environment

Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail

Ability to work without close supervision

Ability to maintain confidentiality

Ability to follow policy and procedure including safety and security procedures

Ability to travel to other work locations (e.g., training, staffing shortages), as needed

Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications

High school diploma or equivalent required; bachelor's degree preferred

1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

Basic knowledge of personal finance and household budgeting required

Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred

Experience in retail customer service and/or sales preferred

NMLS preferred (required for lending activities)

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.

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Consumer Banking Relationship Specialist (CBRS)

34205 Bradenton, Florida Bank OZK

Posted today

Job Viewed

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Job Description

Job Purpose & Scope

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times

Essential Job Functions
  • Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.

  • Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.

  • Open and service deposit accounts.

  • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.

  • Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.

  • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.

  • Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.

  • Actively promote teamwork, leading by example and taking initiative to assist others.

  • Provide backup and assistance to other retail banking roles and locations, as necessary.

  • Model and champion the Banks standards for exceptional customer service.

  • Enthusiastically support the banks values and mission.

  • Display a high degree of integrity, trustworthiness, and professionalism at all times.

  • Complete all essential training timely.

  • Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.

  • Maintain consistently good punctuality and attendance to work.

  • Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities
  • Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)

  • Knowledge of bank policies and procedures

  • Critical thinking and communication skills

  • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition

  • Ability to demonstrate confidence and act as a trusted advisor

  • Ability to communicate effectively both verbally and in writing

  • Ability to demonstrate team player approach, capable of thriving in a continually changing environment

  • Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail

  • Ability to work without close supervision

  • Ability to maintain confidentiality

  • Ability to follow policy and procedure including safety and security procedures

  • Ability to travel to other work locations (e.g., training, staffing shortages), as needed

  • Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications
  • High school diploma or equivalent required; bachelors degree preferred

  • 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

  • Basic knowledge of personal finance and household budgeting required

  • Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred

  • Experience in retail customer service and/or sales preferred

  • NMLS preferred (required for lending activities)

Job Expectations

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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Consumer Banking Relationship Specialist (CBRS)

71913 Hot Springs, Arkansas Bank OZK

Posted 1 day ago

Job Viewed

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Job Description

Job Purpose & Scope

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times

Essential Job Functions
  • Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.

  • Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.

  • Open and service deposit accounts.

  • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.

  • Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.

  • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.

  • Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.

  • Actively promote teamwork, leading by example and taking initiative to assist others.

  • Provide backup and assistance to other retail banking roles and locations, as necessary.

  • Model and champion the Banks standards for exceptional customer service.

  • Enthusiastically support the banks values and mission.

  • Display a high degree of integrity, trustworthiness, and professionalism at all times.

  • Complete all essential training timely.

  • Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.

  • Maintain consistently good punctuality and attendance to work.

  • Adhere to all Bank policies, procedures, and guidelines.



Knowledge, Skills & Abilities
  • Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)

  • Knowledge of bank policies and procedures

  • Critical thinking and communication skills

  • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition

  • Ability to demonstrate confidence and act as a trusted advisor

  • Ability to communicate effectively both verbally and in writing

  • Ability to demonstrate team player approach, capable of thriving in a continually changing environment

  • Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail

  • Ability to work without close supervision

  • Ability to maintain confidentiality

  • Ability to follow policy and procedure including safety and security procedures

  • Ability to travel to other work locations (e.g., training, staffing shortages), as needed

  • Skill in using computer and Microsoft Office applications necessary to perform essential job functions



Basic Qualifications
  • High school diploma or equivalent required; bachelors degree preferred

  • 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

  • Basic knowledge of personal finance and household budgeting required

  • Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred

  • Experience in retail customer service and/or sales preferred

  • NMLS preferred (required for lending activities)



Job Expectations

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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Consumer Banking Relationship Specialist (CBRS)

71913 Hot Springs, Arkansas Arkansas Staffing

Posted 1 day ago

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Job Description

Job Purpose And Scope

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions:

  • Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
  • Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
  • Open and service deposit accounts.
  • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
  • Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
  • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
  • Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
  • Actively promote teamwork, leading by example and taking initiative to assist others.
  • Provide backup and assistance to other retail banking roles and locations, as necessary.
  • Model and champion the Bank's standards for exceptional customer service.
  • Enthusiastically support the bank's values and mission.
  • Display a high degree of integrity, trustworthiness, and professionalism at all times.
  • Complete all essential training timely.
  • Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
  • Maintain consistently good punctuality and attendance to work.
  • Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities:

  • Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
  • Knowledge of bank policies and procedures
  • Critical thinking and communication skills
  • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
  • Ability to demonstrate confidence and act as a trusted advisor
  • Ability to communicate effectively both verbally and in writing
  • Ability to demonstrate team player approach, capable of thriving in a continually changing environment
  • Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
  • Ability to work without close supervision
  • Ability to maintain confidentiality
  • Ability to follow policy and procedure including safety and security procedures
  • Ability to travel to other work locations (e.g., training, staffing shortages), as needed
  • Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications:

  • High school diploma or equivalent required; bachelor's degree preferred
  • 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
  • Basic knowledge of personal finance and household budgeting required
  • Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
  • Experience in retail customer service and/or sales preferred
  • NMLS preferred (required for lending activities)

Job Expectations:

Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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