The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS's will also enhance existing relationships with credit union member

Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq

The FSR is responsible for selling the bank's products and services to existing and new prospects. The FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross sales goals. The FSR is responsible for retaining and develop

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS's will also enhance existing relationships with credit union members

Primarily assists members in performing accurate transactions and providing account information. Assists in establishing memberships, lo share accounts and other deposit products by assessing member needs, completing necessary documents and performing data entry of records in compliance with audit requirements. Frequently serves as the initial point of contact between the

Kinecta Federal Credit Union is one of the nation's leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

Locations Sales CA Los Angeles, United States of America, Los Angeles, California Relationship Manager, Business Cards & Payments Acquisitions (Los Angeles Burbank) Relationship Manager, Business Cards & Payments (Acquisitions) Territory Los Angeles, Burbank, Santa Clarita, Palmdale, Lancaster Are you a self starter, a go getter, and a deal maker? Are you disciplined and a

Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

Experience Minimum Years of Experience Preferred Years of Experience Description 1 2 Must have at least 1 year to 24 months of customer service and/or cash handling experience Knowledge, Skills & Ability Must a working knowledge of the Microsoft suite of office products; Outlook, Word & Excel. Must be detail oriented and have the ability to multi task in a fast paced envi

Responsible for primarily handling teller transactions, providing operational support, cross selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as ap

Position Details Banking Specialist II This position, Banking Specialist II, may be called by many other names New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling transactions at the teller window and are working to gain more training and skills to help cli

Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq

Under some supervision and following established policies and department procedures, provide loan support to the assigned Loan Officers. ESSENTIAL FUNCTIONS Order and/or update the loan documentation, appraisal report, title premium or date down, environmental report, and field audit request prior to new loan entry to underwriting system or line renewal/amendment. Collect