135 Banking jobs

About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at  wellsfargojobs.com  . In this role you will: Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create...

Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers...

In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the...

R-299278 Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at  wellsfargojobs.com  . In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services...

R-309274 Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive...

R-308945 About this role: Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization...

R-307248 Are you ready for the next step in your career? This is where it begins – at a company known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S. We’re especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees’ financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people,...

R-293277 Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at  wellsfargojobs.com  .  Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior...

R-308875 Wells Fargo is seeking an Administrative Assistant in Wealth and Investment Management as part of Wells Fargo Advisors.  Learn more about our career areas and lines of business at  wellsfargojobs.com  . In this role you will: Support moderately complex administrative tasks Assist in routine payroll processing, record keeping, and reports preparation Work closely with both internal and external customers to meet required service needs Perform moderately complex administrative, transactional, operational, and customer support tasks Receive direction from supervisors regarding routine administrative process Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line Provide support to the business line staff in the areas of reporting, customer/business documentation, sales and service goals Interact with other Administrative Assistants, internal partners, external...

This position is accountable for providing exceptional service in a call center environment, with a focus on processing transactions, member requests and referring financial products and services.  Adheres to the credit union’s policies, procedures and quality service standards. DIMENSIONS: Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals o Consumer/Real Estate loan referral annual goal: 700 o Earned sales incentive monthly goal:  $20 minimum o Checking accounts opened annual goal:  50 o Additional referral requirements:  auto buying service, investment products, and credit union promotional products and services o Additional sales requirements:  e-statements, bill pay, and direct deposit   Member Support: Approximately 140,000 credit union members SUPERVISORY RESPONSIBILITIES:...

This position is accountable for providing exceptional service with a focus on cross-selling financial products and services.  Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM).  No employees report directly to this position. NATURE & SCOPE:     • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided.    • Maintains a thorough knowledge of all products and services, policies and procedures.  • Opens new accounts ensuring process and documentation are accurate and complete.  Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union....

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services.  Adheres to the credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions.  Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals.    • Maintains a thorough knowledge of all products and services, policies and procedures. ...

Under general direction of the AVP, Digital Commerce, assists with the day-to-day activities of the Digital Commerce channel. Works effectively with numerous credit union departments providing Digital Commerce support. Serves as the first level of contact for managing member and employee concerns and communications, as well as daily vendor relations with Digital Commerce service providers. Acts as primary liaison to the Member Service Center’s activities related to the Digital Commerce channel.   DIMENSIONS   Depth:   This position’s responsibilities are related to member support, technical support resource coordination and vendor and support.   This position is the initial point of contact for resolving any issues with the online channels.   Digital Systems Supported :  External member website, online banking platform, mobile banking platform, check image system, bill payment service, e-statements service,...

This position is accountable for providing exceptional service with a focus on cross-selling financial products and services.  Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM).  No employees report directly to this position. NATURE & SCOPE:     • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided.    • Maintains a thorough knowledge of all products and services, policies and procedures.  • Opens new accounts ensuring process and documentation are accurate and complete.  Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union....

Under the general supervision of the VP, Marketing develops strategies, plans and executes advertising, promotion and member communication to reach prospective and existing members. Additionally, this position is accountable for managing multiple marketing, communications and community relations projects and events of moderate to extreme complexity.     Supervisory responsibilities   The position reports directly to the Vice President, Marketing. This position has one direct report.      NATURE & SCOPE   Specializes in the marketing of assigned credit union products including consumer loans (credit card, auto, personal loans, etc.) and deposit marketing.  Proactively identifies opportunities and initiates marketing strategies and tactics to increase product penetration, utilization, and profitability of product specialties. Oversees marketing support for Cal Coast Financial Services Operates relational...

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services.  Adheres to the credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions.  Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals.    • Maintains a thorough knowledge of all products and services, policies and procedures. ...

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services.  Adheres to the credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions.  Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals.    • Maintains a thorough knowledge of all products and services, policies and procedures. ...

This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services.  Adheres to the credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions.  Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals.    • Maintains a thorough knowledge of all products and services, policies and procedures. ...

Under the general supervision of the Director of Payroll and Benefits, this position is accountable for the main payroll function. Responsible for ensuring completion of employee payroll and member backup withholding tasks and reporting. Must have a strong working knowledge and have worked with ADP for a minimum of 2 years.   DIMENSIONS   (the depth and breadth of the job in numeric or statistical terms ):   Service to 26 Branch and Spectrum Center Payroll for over 500 employees Reconciliation of various GL accounts for $3.6 billion credit union     NATURE & SCOPE   Manages workflow to ensure all payroll transactions are processed accurately and timely. Processes garnishment calculation and compliance. Executes automated time sheet processing and interface with payroll. Responds to questions and provides training to employees/managers on timecard processing. Calculates and...

This position is accountable for providing exceptional service with a focus on cross-selling financial products and services.  Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM).  No employees report directly to this position. NATURE & SCOPE:     • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided.    • Maintains a thorough knowledge of all products and services, policies and procedures.  • Opens new accounts ensuring process and documentation are accurate and complete.  Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union....