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HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.

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Company: Lutheran Social Services of Northern California

Job Title: Accounts Payable Clerk

Location: Concord

Classification: Permanent Full Time

Reports to: Accounting Manager

Hourly Pay: $23-$25 plus comprehensive benefits DOE

Agency Overview:

Lutheran Social Services of Northern California is a non-profit 501(c) 3 agency providing services in supportive housing and money management, with program offices in San Francisco, Sacramento, Stockton and Concord.

Position Description:

Responsible for Account Payable functions including processing invoices, check requests, and check runs using ABILA software, as well as processing expense reports and procurement card expenditures. After 2-3 months, position will include some payroll responsibilities. Requires strong communication and problem solving skills. Must be able to work independently.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable and legal accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Minimum two years of experience with Accounts Payable tasks required. Payroll experience a plus. Nonprofit or government fund accounting a plus.

  • BS degree in Accounting or related field. Directly relevant experience in lieu of education will be considered.

  • Computer experience with PC compatible machines, software including MS Word, Outlook and MS Office preferred. Moderate knowledge of MS Excel is required. 10-key by touch.

  • Non-profit/Govt. Fund accounting software experience preferred.

  • Demonstrate excellent professional, organizational, and communication skills.

  • Demonstrate maturity in handling HIPAA and other sensitive information.

  • Ability to work as a team member with a strong commitment to collaborative work.

  • Strong attention to detail & accuracy.

Core Competencies:


  • Maintain a strength-based perspective.

  • Provide diverse services to diverse people.

  • Treat others with respect and courtesy, striving for open and honest working relationships.

  • Maintain high ethical standards when dealing with others.

  • Demonstrate good judgment and common sense.

Duties:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.


  • Ensure timely and accurate payment of all check requests and invoices

  • Review and reconcile expense reports and procurement card expenditures and enter expense data into accounting software.

  • Review procurement cards against bank records and correct errors as needed.

  • Processes all check requests, invoices and vendor credits in accordance with company policies and internal controls.

  • Prepare authorized checks for mailing or distribution.

  • Review coding on all check requests and invoices; resolve coding issues with appropriate Office Manager/Program Manager in a timely manner, usually within a few days.

  • Work with vendors, property managers, etc. in resolving problems.

  • Provide daily A/P reports to Accounting Manager or Controller/CFAO.

  • Maintain vendor relationships in accordance with payment terms.

  • Recommend and help implement ongoing process improvements.

  • Able to multi-task, and to perform sensitive transactions and internal control requirements.

  • Demonstrate understanding of accounting principles, including debits/credits, standard account reconciliations and journal entries.

  • Contribute to team projects as requested; attend team meetings and participate fully.

  • Perform other duties as assigned. 

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Presidio Sport & Medicine is a PT-owned clinic with one location in  the Presidio of San Francisco and another in Mill Valley. We focus on  outpatient orthopedics with emphasis on manual therapy, exercise,  education, and returning clients to activities they love. Our  environment is dynamic, innovative, and supportive. Our culture is  passionate, empathetic and collaborative. Join our team and you'll enjoy  a fulfilling career dedicated to quality care, professional growth, and  leading an active life. Find out more about us at  www.presidiosport.com.  

 

We have a rare and tremendous opportunity for a Billing/Client Service  Specialist to join our team (approximately 24 hours/week for billing and  16 hours/week for Client Services) in our San Francisco location.  

 

Job duties include, but aren’t limited to:

 

Billing Specialist

• Collect and accurately report payment

• Verify insurance benefits

• Understand and clearly communicate benefit and payment options

• Apply over-the-counter payments

• Submit authorization requests to insurance companies

• Assist with getting claims paid in a timely manner

 

Client Service Specialist

• Greet and assist clients, demonstrating excellent customer service

• Schedule appointments using practice management software

• Answer multi-line phone system and manage messaging

• Understand and follow all company policy and procedures

• Maintain a strong knowledge of all PSM services and offerings

 

Qualifications:

• 1 year medical billing experience in a medical office

• Highly organized, able to multi-task, and strong attention to detail

• Ability to collect money with poise and confidence

• Excellent customer service, communication and leadership skills

• Compliant and self-motivating team player that works well with others

• Proficient in Microsoft Office and e-mail, and experience with electronic medical records and practice management software

 

Hours & Compensation: This position is full-time, Monday through  Thursday 9:45am – 6:45pm, and Friday from 8:45am – 5:45pm. Our team also  works one Saturday every six weeks, 8:15am – 12:15pm. We offer a  competitive compensation with base salary plus incentives. Our  comprehensive benefits package includes medical, dental, continuing  education tuition, generous paid time off and holidays, retirement plan,  commuter incentives, gym membership, discounts on PSM services and  affiliates, and other employee perks.

 

To Apply:  To be considered for this position, please submit a resume  with a personalized cover letter. Candidates will be called for an  interview if their qualifications meet our needs.  Thank you for your  interest! 

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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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We are looking for a Bilingual Specialist that will be responsible for advertising & increasing our Work achievements that has never been greater and are well positioned to help customers solve their operational and sustainability challenges, and meet growing global demand for Benefits, therefore decreasing the gap in district T-2-4 goals. This specialist will work with all teachers serving EL students to increase student success in academic courses.


  • Provide support, mentoring, coaching and training for identified teachers serving English learners and campus administrators..

  • Facilitate training and coaching in areas that include but are not limited to: effective instruction, differentiation, strategies for English Language Learners, data-driven instruction.

  • Work with teachers to assist with the structure of common planning time and determine accountability measures to ensure common planning time is used effectively.

  • Facilitate protocols for assessment of student work to drive instructional decisions.

  • Assist with integration of Company into curriculum focal points.

  • Coordinate instructional coaching cadre at schools with teacher-coaches.

  • Develop and write curriculum as needed.

Experience:


  • Evidence of at least three (3) years of recent successful classroom teaching experience required.

  • Experience using student and campus level data to select, implement and differentiate instructional methods, designed to meet each student’s individual needs preferred.

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 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 

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Head of Member Engagement, New York   

The Philanthropy Workshop is seeking a Head of Member Engagement, New York to be based in our New York office. This position reports to the Chief Membership Officer in San Francisco. Preferred start date is March 2019 or later.   

WHO WE ARE

The Philanthropy Workshop (TPW) is a dynamic, expanding and highly entrepreneurial organization with ten team members across offices in London, New York, and San Francisco. TPW is the global leader in strategic philanthropy education and fosters a member network of over 450 individuals from around the world, all trained in the core principles and practices of strategic philanthropy. Our mission is to accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock resources, lifelong learning, collaboration and entrepreneurial approaches.   

WHO WE NEED

TPW is seeking a Head of Member Engagement, New York to drive member engagement and growth of the network in New York City and other key markets in the Eastern United States, and to help design and facilitate TPW learning programs that foster connections and learnings across the TPW community. Our work environment is fast-paced, informal, collaborative and professional. This position will work closely with all members of the TPW team but predominantly with the Chief Membership Officer and the Member Engagement team in London and San Francisco. Primary responsibilities include:   


  • Design and implement a member engagement strategy specific to New York City and other key markets that builds meaningful relationships, and drives engagement, learning and peer-to-peer connections across the TPW network. 

  • Manage a portfolio of existing members, curating a high touch experience for these members.  

  • Drive new member recruitment in New York City and other key markets to achieve team membership targets. 

  • Ensure new members are successfully onboarded and integrated into the network, setting them up for long term engagement with TPW.   

  • Organize and deliver excellent local programs with Program Team support to enhance member learning and encourage consistent engagement across the TPW network. 

  • Regularly represent TPW at social sector gatherings and events, and directly support TPW members on select local engagement opportunities. 

  • Support core New York City TPW Team with miscellaneous office, program, event and partner needs (as needed).  

WHO YOU ARE   

TPW recognizes that experience comes in a variety of forms and is willing to consider candidates with a range of backgrounds. We are a small, high-performing staff and the ideal candidate must fit into our fast-paced, mission-aligned team. This requires a self-starter who will thrive working together with a team and independently, is willing to dive into new projects and eager to contribute in a wide variety of ways to our global team.    

A successful candidate will have the following personal and professional traits:   

Personal: 


  • Passion for our mission and driving positive social change  

  • Humility and ability to “roll up your sleeves” and jump in  

  • Relationship-driven focus 

  • Commitment to a learning mindset 

  • Collaborative culture builder   

Professional: 


  • BA/BS degree in a related field 

  • Minimum 5-7 years’ work experience in/knowledge of nonprofit, philanthropy and/or technology sectors 

  • Experience building or scaling engagement programs 

  • Experience interacting and liaising with philanthropists, major donors or senior executives 

  • Excellent interpersonal, communication, and presentation skills 

  • Able and willing to work highly independently at times and also in a collaborative setting 

  • Comfortable in entrepreneurial and nimble environment, working as a resourceful, flexible team member who can wear many hats as needed to meet objectives 

  • Unwavering attention to detail 

  • Strong technological skills 

  • Ability to learn and develop new skills 

  • Willing and able to travel    

COMPENSATION & BENEFITS   

The Head of Member Engagement, New York is a full-time position. Our salaries are competitive with other similar organizations and benchmarked for the cost of living in New York. TPW offers an excellent benefits package including health, dental, and vision coverage and 401k match. We also offer a flexible work environment with a balanced schedule of in-office and work-at-home time.   

HOW TO APPLY   

To apply, please email your resume, cover letter, and a writing sample describing your interest and qualifications for the position to apply@tpw.org with the subject line “Head of Member Engagement, New York”. Applications will be reviewed as they are received. No phone call or recruiters please. TPW is an equal opportunity employer.      

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 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 

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Under the direct supervision of the Revenue Cycle/Billing Manager with fiscal oversight from the Finance and Accounting department, the Revenue Cycle Liaison is responsible for the processing and maintenance of all current medical patient accounts. The Revenue Cycle Liaison also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, The Revenue Cycle Liaison supports optimization of department performance in a variety of areas, including, but not limited to, coding and claims submission and adjudication. Using standard and ad hoc reporting, the Revenue Cycle Liaison identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Revenue Cycle Liaison must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing for patients.

This is a full-time benefited position working 40 hours per week during clinic hours, typically Monday through Friday. We offer excellent benefits including: 100% paid medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including paid holidays, PTO, Flexible Spending Accounts, 403(b), Life Insurance and retirement savings plan.

Tiburcio Vasquez Health Center, Inc. is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more.

Responsibilities


  • Performs day-to-day administrative functions in support of the medical services department with a focus on patient billing.

  • Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures.

  • Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay.

  • Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers.

  • Verifies accuracy on all patient encounter forms, resolving all questions in procedure coding prior to submitting billing. Also works with providers and support staff to address billing rejections to make necessary corrections for timely rebilling.

  • Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts.

  • Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy.

  • Observes highest degree of confidentiality protocols to prevent compromise of patient records.

  • Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues.

  • Enters charges, receipts, changes and other input into the patient accounts information systems.

  • Ensures integrity of patient records including computer data back-up on a daily basis.

  • Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc.

  • Enter / update sliding scale fees as approved by the Board of Directors

  • Performs other duties as assigned.

Qualifications


  • Must possess excellent oral and written communication skills.

  • Must have advanced analytical skills, including data analysis and procedure review.

  • Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint.

  • Report production and presentation skills.

  • Excellent interpersonal skills and highly developed customer service skills.

  • Experience with EPIC Electronic Billing, and EHR in an FQHC environment

EDUCATION AND EXPERIENCE


  • High school graduate or equivalent required.

  • Associates degree or higher in accounting or related field highly preferred.

  • Medical billing; medical practice front-end experience strongly preferred.

  • Experience in accounting, preferably with at least one year in a health services delivery environment.

  • Prior experience handling cash receivables, making deposits, providing receipts and keeping logs of payments highly desirable.

  • Experience working with Non-Profit agencies preferred.

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Job Description


 This position is responsible to create and deliver a positive customer service experience while conducting financial transactions.  Ideal candidate must have a positive attitude and be a team player, who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. 


·         Education: 


            High School diploma or equivalent


·         Skills required:


            Basic math and computer skills


            Documentation skills with attention to detail


            Professional and friendly interpersonal and communication skills


            Clear thinking and ability to stay focused


·         Experience:


            Prior cash handling or customer service experience preferred but not required.


 


MUST HAVE RELIABLE TRANSPORTATION.


If you are interested in applying for this position, please complete an online application on our website, www.communitybankna.com or mail resume to 45-49 Court St, Canton, NY 13617.


Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.



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Job Description


Hours/Week: 40 hours Location: Shelburne Rd., South Burlington


Minimum Pay Rate: $14.10


Relevant experience and education will be taken into consideration when determining actual starting pay rate.


***In order to be considered as a candidate for this position, please apply through the CBNA applicant tracking system using the link below***


https://hcm-communitybank-prd.inforcloudsuite.com/hcm/xmlhttp/shorturl.do?key=3DR


Summary:
A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the retail banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well in the face of workplace stressors such as customer service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

Education, Training and Requirements:
High School Diploma or GED
Internal product knowledge and teller training
2-3 (two-three) years of bank and/or customer service experience is normally required



Skills:
• Accurate and proficient math
• Documentation skills with attention to detail
• Excellent interpersonal and communication skills
• Clear thinking and ability to stay focused


Responsibilities:
• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts, cashing checks, etc.) with a professional attitude on both the teller line and platform
• Determine customer needs, explain and sell products and services
• Telephone customers to schedule sales appointments and promote products
• Participate in branch prospecting efforts
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion


Other Information:
As an integral member of the Branch Department, this position is responsible to provide assistance wherever necessary to help the Branches and the Bank in achieving their annual goals.


Physical Requirements:


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee may be required to stand, walk, sit, user hands to finger, handle, or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.


 


Human Resources Contact: Madeleine Carr


***In order to be considered as a candidate for this position, please apply through the CBNA applicant tracking system using the link below***


https://hcm-communitybank-prd.inforcloudsuite.com/hcm/xmlhttp/shorturl.do?key=3DR


An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.


Company Description

We're a full-service financial institution, offering all the things much bigger banks offer. But we also have the one thing they don't - a passion for providing the highest level of customer service in whatever we do. "Bank Happy" is more than just our advertising slogan, it's truly the core principle by which we operate.


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Duties

Position Overview:

As a Bank Teller you will deliver outstanding customer service to our customers and suggest products and services to meet their financial needs.  Our Bank tellers enjoy meeting and interacting with customers and demonstrate an energetic and positive attitude.

 

Key Responsibilities:

  • Commitment to building customer relationships and loyalty through personal interaction
  • Demonstrate knowledge of banks products and services and use this knowledge to build referrals
  • Cross-sell Bank products to the public in a friendly and courteous manner 
  • Drive referrals by suggesting products and services to meet customers banking/financial needs
  • Proper handling of cash; Balance cash drawer at end of each shift
  • Assist customers in the lobby and the drive-up window
  • Reconcile and replenish ATM
  • Operating cash dispenser, recycler and coin machine
  • Scan daily work
  • Enter transactions in 360
  • Communicate in an open and effective manner with customers, co-workers, supervisors and other Bank personnel
  • Demonstrate professionalism and poise at all times regardless of customer demeanor

Requirements

Skills Required:

  • High school graduate or equivalent
  • Enjoy meeting and interacting with customers; demonstrates an energetic and positive attitude
  • Ability to work in a customer centric environment, handle multiple priorities
  • Strong customer service skills
  • Team-player team who possesses the ability to work in a learning environment
  • Ability to communicate effectively with customers, peers and management
  • Minimum 3 months related experience; Previous teller experience a plus
  • Excellent math skills
  • Ability to lift a minimum of 10 pounds (coin trays/bags) as well as push/pull a teller drawer and raise extended arm above shoulder height for accessing drive thru tubes
  • Ability to present a professional demeanor and presence. Reliable and dependable in work performance and attendance
  • Ability to attend required training as scheduled
  • Ability to work various hours as assigned to meet the needs of the business (open/close branch)
  • Ability to work in branch locations within a reasonable distance from assigned location on a temporary basis, as required
  • Must be bondable

 

 

Employment Eligibility

All Lakeland Bank employees must be bondable.  FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.

Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law.

Scheduled Hours

Please be sure that you have the availability to work this schedule before applying

Day

Start time

End time

 Comments

Monday

 10:00

 5:15

 1/2 hour lunch

     Alternate week (if applicable)

 

 

 

Tuesday 

Off

 

 

     Alternate week (if applicable)

 

 

 

Wednesday 

 Off

 

 

     Alternate week (if applicable)

 

 

 

Thursday   

 11:00

 5:15

 

     Alternate week (if applicable)

 

 

 

Friday 

 11:15

 6:15

 1/2 hour lunch

     Alternate week (if applicable)

 

 

 

Saturday 

 8:45

 12:15

 

    Alternate week (if applicable)

 

 

 

Sunday

 

 

 

   Alternate week (if applicable)

 

 

 

Total hours for the week

 23

 

 

Comments

Scheduled hours subject to change.

Overtime as needed


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Job Description


A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.


MUST HAVE RELIABLE TRANSPORTATION.


Prior cash handling or customer service experience preferred but not required.


Education:  High School Diploma or GED


Skills: 


Basic math and computer skills


Documentation skills with attention to detail


Professional and friendly interpersonal and communication skills


Clear thinking and ability to stay focused


Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer who fully embraces diversity - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.



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Customers access a Video Teller through a drive-thru, stand alone, or through the wall terminal. This video terminal will allow the teller and customer to conduct virtually any type of teller banking transaction all handled remotely. Through this new technology, one teller can help customers in multiple locations.

DUTIES:

Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.

Initiate conversations to uncover customer needs and promote Dollar Bank products and services, and effectively refer customers to appropriate team members when needed.

Act with confidence by helping customers with their questions, and take initiative and use sound judgment in decision making and problem resolution.

Promote good customer relations by consistently providing quality service with a friendly demeanor, can-do attitude, and willingness to help at all times.

Maintain a position of trust and responsibility by keeping all customer information confidential.

Continuously increase skills and knowledge of bank products and guidelines through self-motivation and in-house training.

Maintain a professional appearance and manner at all times.

Successfully complete teller assessment.

Maintain an acceptable balancing record.

Complete additional duties as assigned.

QUALIFICATIONS:

High School diploma/GED required

Candidate must possess at least six months experience of cash handling and/or customer service; teller experience preferred

Good math aptitude

Strong customer service skills

Proven, acceptable attendance record

Must be a team player, flexible and lead by example

Must be a highly motivated self-starter

Excellent interpersonal/communication skills and professional manner

Proficient computer skills are required

Address: Liberty Commons Building

Employment Status: Full-time

FLSA: Non-Exempt

Schedule Information: Candidates must be willing to work a rotating schedule anywhere between the hours of 8:00 a.m. to 8:00 p.m. Monday through Saturday.

Benefits Information: Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.

Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.

For more information, please visit http://www.dollar.bank/company/careers/benefits .

EEO Statement: Dollar Bank is an Equal Opportunity Employer.

Minority/Female/Veteran/Disabled


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JOB TITLE:  Teller Supervisor/Training Coordinator

DEPARTMENT:  Operations

PAYROLL CLASS: Salary/Exempt

JOB SUMMARY:

Provide training for all new employees on regulations specific to the employee’s position as well as internal software systems.  Develop and disseminate instructional materials on policies and operating procedures.  Responsible for providing ongoing training for Retail Staff to maintain performance at the highest levels and daily activities of the staff. 

ESSENTIAL JOB FUNCTIONS:


  • Develops and implements programs, classes and procedures to guide tellers in effective customer transactions, error resolution and equipment operation.

  • Provides in-depth training for new hires, transferred or promoted personnel. 

  • Maintains contact with other departments of the financial institution and branches to monitor changes in policies and procedures to provide consistent and effective teller training. 

  • Assists supervisor and other staff members with teller duties, including occasional work at a teller window when needed or as a customer service representative. 

  • Maintains reports documenting teller cash balances, vault cash, and sales incentives. 

  • Conduct regular staff meetings to review policies, procedures and updates of teller activities within the financial institution. 

  • Assesses training effectiveness and employee training needs. 

    MARGINAL JOB FUNCTIONS:




  • Performs special projects and other related tasks and duties as directed by management.


    NECESSARY KNOWLEDGE, SKILLS & ABILITIES:



  • Strong knowledge and understanding of overall operations of the bank. 


  • Complete knowledge of all teller functions as well as general knowledge of other areas of banking as necessary to adequately train.

  • Ability to organize, prioritize, and manage projects simultaneously.

  • Strong computer skills including specifically Bank Core Software Systems, Microsoft Office software, etc.

  • Good training, organizational, interpersonal and communication skills.  

EDUCATION & EXPEREINCE:


  • Bachelor’s degree or equivalent work-related experience, or a combination of education and experience.

  • Two or more years of experience in staff training. 


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Job Description


 


We are looking for a reliable bank teller to process all transactions accurately and efficiently in accordance with established policies and procedures. The successful candidate will be the “frontline” of our bank and will play a fundamental role in achieving our customer satisfaction and revenue growth objectives. You must be comfortable communicating with different types of clients and sell bank’s products/services.


Responsibilities



  • Conduct routine transactions within time limits and established guidelines (cash checks, accept deposits and loan payments, process withdrawals etc)

  • Assess customer needs and introduce new products and services (credit cards, deposit accounts etc)

  • Make sales referrals, suggest alternate channels and cross-sell products and services

  • Go the “extra mile” to build trust relationships, customer loyalty and satisfaction

  • Comply with regulatory requirements

  • Manage risk in every transaction and detect fraudulent transactions to prevent losses

  • Resolve customers’ issues and provide relevant information


Skills



  • Basic PC knowledge and familiarity with electronic equipment (e.g. cash drawers, receipt validators, money counters)

  • Strong communication and time management skills

  • Customer satisfaction-oriented

  • Attention to detail and mathematical skills

  • Excellent sales skills



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Job Description


Time - 6:30 AM - 8:00 PM


Duration - 6+Months


Pay Rate - $ 15/Hour on W2


Please note hours may vary based on business need
College graduates with degree in Accounting
Knowledge of accounting principles (including debits and credit functions) and experience in book-keeping and/or bank experience is highly preferred.

This team provides accurate and timely handling of requests for payment research, customer overpayments, account maintenance and corrections to monetary transactions.
Investigates and resolves returned bank items, processes various reports and reconciles appropriate banking statements.
Admin Specialist for the Lease Exchange team.
Provides accurate and timely handling of requests for payment research, customer overpayments, account maintenance and corrections to monetary transactions.
Investigates and resolves returned bank items, processes various reports and reconciles appropriate banking statements.
Researches the Lease Exchange and performs required action to clear exchange items.
Researches financial transactions in multiple Client and third party systems such as Retail Host, Lease Host, ITS, CDS, CRS, TSO, Lease Exchange, Lease Suspense, CDS Exchange, HClient, Client Direct (3rd Party), Lockbox accounting, Collections Host and Bank 800 (Central Collections Bank)
Researches and performs required financial transactions on NSF's, Charge Offs, Reinstatements, etc.
Researches and processes all NSF transactions received on all accounts including notification to proper department of NSF such as Paid in Full.
Processes ACH Reject report and other reports as assigned.

Knowledge of accounting principles, including debit and credit functions.
Ability to resolve escalated issues when traditional methods fail in order to solve unique problems.
Experience in book-keeping and or bank experience preferred.
Ability to balance and reconcile financial transactions.
Strong attention to detail (QA, compliance, re-work, etc.).
Ability to effectively communicate both verbally and in written form with all departments and at all levels of the organization, including but not limited to, dealers, corporate departments, third parties (such as banks), etc.
Capability to work flexible work hours, which may include day, evening and weekend shifts.
High School Diploma

Requirements:
Please make sure to send candidates with strong Admin/Clerical/AR/AP/Financial transactions
Ideal candidate for this role will have:
Knowledge of accounting principles, including debit and credit functions.
Ability to resolve escalated issues when traditional methods fail in order to solve unique problems.
Experience in book-keeping and or bank experience preferred.
Ability to balance and reconcile financial transactions.
Strong attention to detail (QA, compliance, re-work, etc.).
Ability to effectively communicate both verbally and in written form with all departments and at all levels of the organization, including but not limited to, dealers, corporate departments, third parties (such as banks), etc.
Capability to work flexible work hours, which may include day, evening and weekend shifts.
High School Diploma


 


 


Company Description

At Pyramid Consulting, Inc. We Find Hidden Talent. Pyramid Consulting provides rewarding career opportunities for Business Professionals and enables our Clients to compete and win in today’s technology-driven global markets. Founded in 1996 and headquartered in Atlanta, GA, Pyramid supports our Client partners around the world, including the United States, Canada, United Kingdom*, European Union* and India* through a combination of local offices and global delivery.


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Job Description


FT Teller Opportunities for Island Federal's Teller Float Team (Suffolk County) - Saturdays Required


Individuals will undergo training to learn all aspects of the teller position, which includes but is not limited to, learning how to provide solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling. Teller I will learn to perform routine financial transactions to include deposits, withdrawals, cash advances, loan payments, transfers, and check cashing in a courteous, accurate, and efficient manner. While in this training position, Teller I will learn and become knowledgeable about the Credit Union’s products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.


Evaluate new and existing member’s accounts while performing transactions and be proactive in identifying each members’ needs. Cross sell credit union services, deposit and loans products, which provide solutions to the members’ needs and improve their financial well-being.


EDUCATION & EXPERIENCE:


High school graduate or equivalent; must possess good communication skills; prior cash-handling experience. Two (2) years credit union or banking experience.



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Job Description


Job Description


This may be the position for you!


Newfield National Bank is hiring bank tellers. Being one of the oldest local community banks in the Cumberland and Gloucester County area, the bank has built a reputation of conservative soundness that has served it well. Throughout the years, Newfield National Bank has maintained high quality leadership, customer service and personnel, which has helped the bank retain a major share of the local banking market.


Our tellers agree that the friendly relationships with their favorite customers are one of most enjoyable parts of the job. If you are a high quality candidate who would enjoy helping those customers to meet their financial needs by providing them the best banking services in the industry, this may be the position for you!
Newfield National Bank offers a pleasant working environment, competitive salary and valuable benefits.


This may be the position for you!


Job Title: Bank Teller


Department: Branch Operations


Reports To: Branch Manager/Asst Branch Manager


FLSA Status: Non Exempt


SUMMARY Operates a teller terminal to process banking transactions, sell bank services and products, and comply with bank policies and procedures.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


Take deposits, savings and demand deposits, loan payments, IRA deposits and club payments.


Cash checks, bonds and savings withdrawals.


Verify currency, mix new currency, sell money to and buy money from vault.


Open and record night deposit bags and customer drop off bags.


Answer telephone with appropriate greeting (Good Morning, Good Afternoon) identify yourself and add may I help you. Transfer call to individual requested or take legible message.


Sells cashier's checks, money orders, savings bonds, travelers checks, certified checks.


Promote the bank's services and cross sell bank products.


Make a concentrated effort to solve any customer problem.


Smile, be courteous and greet customers at all times.


Make copies, take check orders, address changes and stop payment.


Balance cash drawer each day and help with branch settlement and end of day checklist.


Must be flexible to work any hours needed at any branch location.


Count, wrap and sort coin.


Perform various office maintenance, file signature cards, stock teller station, etc.


Help settle ATM daily.


Assist customers entering safe deposit boxes.


Trains new tellers when required.


Performs additional duties as assigned.


QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and/or EXPERIENCE


High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.


LANGUAGE SKILLS


Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


MATHEMATICAL SKILLS


Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.


REASONING ABILITY


Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.


BSA/AML COMPLIANCE


All bank personnel shall comply with the requirements of the Bank Secrecy Act, USA PATRIOT Act, and all related anti-money laundering regulations. Compliance shall include adherence to all Board approved bank policies and procedures, and participation in initial, regulatory update, and annual training for reinforcement. Additionally, all personnel shall identify and report any suspicious or terrorist financing activity upon detection to the Bank Secrecy Act Officer so a Suspicious Activity Report (SAR) may be filed in a timely manner with FinCEN. As applicable, branch personnel may be required to complete a Currency Transaction Report (CTR) for certain currency transactions and collect identifying information for purchases of certain monetary instruments


Job Types: Full-time, Part-time



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Job Description


NVE Bank is seeking a personable and thoughtful Teller to join our team.  You will be responsible for prompt, accurate, efficient and friendly service to all bank customers, involving receipt and payment of cash, promotion of positive customer relations and recommendations of appropriate Bank services based on customer needs. 


ESSENTIAL DUTIES:



  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit notices.

  • Examine checks deposited and determine proper funds availability based on regulatory requirements.

  • Process savings withdrawals.

  • Cash checks: verify endorsement, check for proper identification and ensure validity of check.

  • Identify counterfeit currency.

  • Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies.

  • Cross-sell bank products and services.

  • Accept loan payments: verify payment amount and issue payment receipt.

  • Buy and sell currency from the vault as necessary, ensuring that the teller drawer limits are not exceeded.

  • Count and roll loose coin.

  • Maintain positive control, reconcile and balance drawer daily, including periodic batching of cashed checks.


KNOWLEDGE, SKILLS AND ABILITIES:



  • Excellent customer service skills

  • High degree of accuracy

  • Mathematical skills

  • Strong communication skills

  • In-depth knowledge of all bank deposit products and policies

  • Dependability

  • Ability to maintain constructive working relationships with people at all levels of the organization.

  • Knowledge of various Federal Regulations, including but not limited to, Bank Secrecy Act, Community Reinvestment Act, Right to Financial Privacy Act, Regulation E and the teller roles and responsibilities relating to each Act.


EDUCATION, TRAINING AND EXPERIENCE:



  • High School diploma or GED required.

  • Cash handling or sales experience preferred.

  • Prior customer service experience.

  • Continuous on-the-job training with respect to policies, procedures and various Regulations.


 


Company Description

As one of New Jersey’s leading community mutual banks, NVE Bank is committed to helping our customers and communities prosper through the products and services we offer. Strong, enduring, committed, and caring, the name has stood for strength and stability since our doors opened in 1887. While we offer a full range of innovative products and services that compare with any of the “big banks”, our commitment to customer satisfaction is unparalleled. Whether it’s securing a first home mortgage or obtaining financing to expand a business, our committed and knowledgeable staff are expert at providing our customers’ financing options tailored to their individual needs.
Over the decades we have grown to 11 branches throughout Bergen County totaling over $700 million in assets. For the past 5 years, NVE has earned the prestigious Bauer Financial Inc.’s 5-Star Rating, designating us as one of the strongest banks in the nation.


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Job Description


JOB TITLE: Bank Teller Floater (Part Time or Full Time)


LOCATION: Willmar/Raymond/Spicer/Pennock, MN


DEPARTMENT: Retail Services


POSITION SUMMARY:


Helps all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan payments, and other banking products/services they may need help with.


PRIMARY JOB RESPONSIBILITIES:



  • Accurately processes all cash or check transactions, including deposits/withdrawals, transfers to/from accounts, loan payments or advances.

  • Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs.

  • Assists everyone who presents themselves to Heritage Bank, whether in lobby or drive-up, on the phone or via fax or e-mail, to be sure they get the help they want or need.

  • Compliance with all applicable banking regulations.

  • Opens & closes the lobby or drive-thru as scheduled.


QUALIFICATIONS:


Education


  • High School diploma or equivalent.

Experience


  • Previous experience in banking or other comparable field, such as sales and/or cash handling or customer service.

Skill/Attributes



  • Friendly, outgoing, and fun!

  • Courteous and Respectful

  • Versatile

  • Accurate

  • Good communication skills

  • Dependable and Punctual

  • Professional

  • Confidential

  • Ability to prioritize

  • Flexible working schedule

  • Ability to stand for extended periods of time

  • Demonstrate a willingness to learn

  • Demonstrate an acceptable level of knowledge regarding technology


Heritage Bank offers a competitive compensation and benefits package to include health, dental, vision, life, LTD, STD, supplemental insurance, 401k, Roth, 10.5 paid holidays, lots of PTO, and company ownership through our Employee Stock Ownership Plan!


Heritage Bank NA is an Equal Opportunity Employer


Company Description

At Heritage Bank, we're not all "About Us." We are about you... our customers, our communities and our employees.

Heritage Bank's mission is to help people succeed financially. Specifically, that means:

Helping our customers meet their goals and achieve their dreams
Supporting our communities and helping them thrive
Providing a gainful and enjoyable workplace for our employees
Providing a sound and profitable return for our investors

Our products have evolved along with the communities we serve. With $400 million in assets and 7 offices in throughout Minnesota, Iowa and South Dakota, we have grown steadily over the generations. Yet, our mission as a traditional, community-focused bank remains the same... it's our heritage.

Heritage Bank offers a competitive compensation and benefits package to include health, dental, vision, life, LTD, STD, supplemental insurance, 401k, Roth, 10.5 paid holidays, lots of PTO, and company ownership through our Employee Stock Ownership Plan!

Heritage Bank is an Employee Owned Bank

Equal Opportunity Employer


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Job Description


1st Security Bank is looking to find a dynamic individual to fill our Personal Account Representative (Bank Teller) position at our Elma Branch (formerly Anchor Bank)! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work and focuses on providing an exceptional client experience then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in it's first year nominated and was also rated the #1 Bank in Washington State by Banker's Caddy, an independent bank rating firm.


SUMMARY: Responsible for greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another staff member.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:



  • Takes action to connect with customers in a way that promotes 1st Security Bank.

  • Achieves monthly sales, profile and outbound call goals.

  • Processes monetary transactions and daily cashbox balancing.

  • Receives and processes name and address changes and other account information as needed.

  • Takes initiative to learn bank products, services, and procedures by utilizing their Individual Learning Plan.

  • Participates in branch operational and audit activities as assigned.

  • Follows appropriate steps to ensure branch security.

  • Provides routine information and cross-sell Bank products and services.

  • Travels to assigned 1st Security Bank locations as business needs require.

  • Adheres to 1st Security Bank policies and support management decisions and goals in a positive, professional manner and represent the bank with a high level of integrity.

  • Performs other duties as assigned.


EDUCATION and/or EXPERIENCE



  • High school diploma or equivalent and at least one year work experience.

  • Basic Knowledge of all applicable Regulations that pertain to this position is required.

  • Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.

  • Must be bondable.


Company Description

Join our team! 1st Security Bank team members deliver service that "WOWs" our customers and each other. We value relationships, teamwork, community and professional growth in a safe, friendly and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!


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Position Description:
As one of the largest family-controlled banks in the US, FCB promotes a positive collaborative work environment, work life balance, excellent benefits and an opportunity to grow your career.

As a Sales and Service Representative at First Citizens Bank you will handle customer service transactions, branch administrative activities, identify referral opportunities for bank partners and process traditional teller transactions. In this role, you'll receive the training, support and tools you need to assist with branch sales activities and generating sales referrals.

We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Apply today and explore what's possible with a career at First Citizens Bank.

What will make you successful in this role?
-Provide customers and prospects with information about products and services offered by the Bank, and provide quality customer service.
-Proactively look for ways to enhance customer service and referral performance by supporting Bank initiatives and leveraging tools to enhance activities.
-Promote the Bank's products and services through customer and prospect outreach, maintain an active prospect list for referrals, and provide general sales support.
-Ensure service and referral activities are aligned to create value for both the client and the bank.
-Use problem-solving, listening, understanding and responding techniques to address client needs.
-Demonstrate the Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations.
-Work as a team by maintaining helpful and courteous interactions with others and keep communication lines open.
-Adhere to all regulations, compliance and Bank policies, procedures and delegated authorities.
-Manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

Position Requirements:
High School Diploma or GED with a minimum of 6 months experience processing transactions in a customer service or sales role.


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Job Description


Job Description


The primary responsibility for this position is to provide a positive experience for our customers who require teller services. Part of providing a positive experience is knowing and understanding regulations related the position, in addition to balancing cash transactions.


Who is right for this position?


We are looking for candidates who have a positive outlook and a great work ethic. In addition, if you enjoy customer interaction and get job satisfaction from helping others, you may be interested in this position. Of course, attention to detail is essential as is the ability to perform basic mathematical calculations. Being able to express thoughts and ideas in a clear and concise manner, both verbally and in writing will be helpful.


Here are some of the responsibilities you can expect:



  • Perform paying and receiving functions for customers. This will include taking cashing checks, taking deposits, withdrawals, mortgage, consumer loan and other payments.

  • Understand and comply with the related laws and compliance regulations that pertain to teller duties. Examples include bank secrecy act, privacy, and funds availability policy.

  • Provide a high level of customer service. This includes understanding customer needs, as well as understanding the bank products offered.

  • Ensure that the assigned cash balances on a daily basis and is kept secure at all times.

  • Must keep cash drawer within assigned drawer limits.

  • Balance ATM

  • Support the overall sales effort. Direct sales goals may be established by management for such items as check cards, direct deposit, automated banking, or referrals for other bank products.

  • Participate as part of various retail product campaigns the bank initiates.

  • Will be aware of overall bank product offering to be able to refer customers to appropriate departments within the bank for service.


Education and Special Requirements:



  • High School diploma or equivalent

  • 1-2 years of experience in a related position

  • Must have the dexterity to count money

  • Requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.

  • Must be able to lift 25 pounds


What Benefits are available?


Full-Time employees are offered options for health insurance. Also offered: dental insurance, life insurance, paid holidays, paid vacation, sick leave, and 401(K).are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.


Community Bank is an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.


 


Company Description

At Community Bank, we are dedicated to serve the neighborhoods where we live and work. We deliver customized, personal service and offer local decision-making, coupled with the convenience of prominent branch locations and advanced technology.

Community Bank is just that – a community bank. We want you to succeed and live the life you want to live.


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Job Description


 Job Description


This may be the position for you!


Newfield National Bank is hiring bank tellers. Being one of the oldest local community banks in the Cumberland and Gloucester County area, the bank has built a reputation of conservative soundness that has served it well. Throughout the years, Newfield National Bank has maintained high quality leadership, customer service and personnel, which has helped the bank retain a major share of the local banking market.


Our tellers agree that the friendly relationships with their favorite customers are one of most enjoyable parts of the job. If you are a high quality candidate who would enjoy helping those customers to meet their financial needs by providing them the best banking services in the industry, this may be the position for you!
Newfield National Bank offers a pleasant working environment, competitive salary and valuable benefits.


This may be the position for you!


Job Title: Bank Teller


Department: Branch Operations


Reports To: Branch Manager/Asst Branch Manager


FLSA Status: Non Exempt


SUMMARY Operates a teller terminal to process banking transactions, sell bank services and products, and comply with bank policies and procedures.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


Take deposits, savings and demand deposits, loan payments, IRA deposits and club payments.


Cash checks, bonds and savings withdrawals.


Verify currency, mix new currency, sell money to and buy money from vault.


Open and record night deposit bags and customer drop off bags.


Answer telephone with appropriate greeting (Good Morning, Good Afternoon) identify yourself and add may I help you. Transfer call to individual requested or take legible message.


Sells cashier's checks, money orders, savings bonds, travelers checks, certified checks.


Promote the bank's services and cross sell bank products.


Make a concentrated effort to solve any customer problem.


Smile, be courteous and greet customers at all times.


Make copies, take check orders, address changes and stop payment.


Balance cash drawer each day and help with branch settlement and end of day checklist.


Must be flexible to work any hours needed at any branch location.


Count, wrap and sort coin.


Perform various office maintenance, file signature cards, stock teller station, etc.


Help settle ATM daily.


Assist customers entering safe deposit boxes.


Trains new tellers when required.


Performs additional duties as assigned.


QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and/or EXPERIENCE


High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.


LANGUAGE SKILLS


Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


MATHEMATICAL SKILLS


Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.


REASONING ABILITY


Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.


BSA/AML COMPLIANCE


All bank personnel shall comply with the requirements of the Bank Secrecy Act, USA PATRIOT Act, and all related anti-money laundering regulations. Compliance shall include adherence to all Board approved bank policies and procedures, and participation in initial, regulatory update, and annual training for reinforcement. Additionally, all personnel shall identify and report any suspicious or terrorist financing activity upon detection to the Bank Secrecy Act Officer so a Suspicious Activity Report (SAR) may be filed in a timely manner with FinCEN. As applicable, branch personnel may be required to complete a Currency Transaction Report (CTR) for certain currency transactions and collect identifying information for purchases of certain monetary instruments


Job Types: Full-time, Part-time



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Job Description


COMMUNITY BANK, N.A. is seeking applicants for two FULL TIME Teller positions available in SARANAC LAKE.


This position is responsible to create and deliver a positive customer service experience while conducting financial transactions. Ideal candidate must have a positive attitude and be a team player, who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative.


· Education:


High School diploma or equivalent


· Skills required:


Basic math and computer skills


Documentation skills with attention to detail


Professional and friendly interpersonal and communication skills


Clear thinking and ability to stay focused


· Experience:


Prior cash handling or customer service experience preferred but not required.


 


MUST HAVE RELIABLE TRANSPORTATION. FULL TIME BENEFITS PACKAGE INCLUDES HEALTH, VISION, DENTAL, PENSION and MATCHING 401K.


For more information or if you are interested in submitting an online application, please visit our website, www.communitybankna.com. llilAn Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.


 


 



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Job Description


Job Description


This may be the position for you!


Newfield National Bank is hiring bank tellers. Being one of the oldest local community banks in the Cumberland and Gloucester County area, the bank has built a reputation of conservative soundness that has served it well. Throughout the years, Newfield National Bank has maintained high quality leadership, customer service and personnel, which has helped the bank retain a major share of the local banking market.


Our tellers agree that the friendly relationships with their favorite customers are one of most enjoyable parts of the job. If you are a high quality candidate who would enjoy helping those customers to meet their financial needs by providing them the best banking services in the industry, this may be the position for you!
Newfield National Bank offers a pleasant working environment, competitive salary and valuable benefits.


This may be the position for you!


Job Title: Bank Teller


Department: Branch Operations


Reports To: Branch Manager/Asst Branch Manager


FLSA Status: Non Exempt


SUMMARY Operates a teller terminal to process banking transactions, sell bank services and products, and comply with bank policies and procedures.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


Take deposits, savings and demand deposits, loan payments, IRA deposits and club payments.


Cash checks, bonds and savings withdrawals.


Verify currency, mix new currency, sell money to and buy money from vault.


Open and record night deposit bags and customer drop off bags.


Answer telephone with appropriate greeting (Good Morning, Good Afternoon) identify yourself and add may I help you. Transfer call to individual requested or take legible message.


Sells cashier's checks, money orders, savings bonds, travelers checks, certified checks.


Promote the bank's services and cross sell bank products.


Make a concentrated effort to solve any customer problem.


Smile, be courteous and greet customers at all times.


Make copies, take check orders, address changes and stop payment.


Balance cash drawer each day and help with branch settlement and end of day checklist.


Must be flexible to work any hours needed at any branch location.


Count, wrap and sort coin.


Perform various office maintenance, file signature cards, stock teller station, etc.


Help settle ATM daily.


Assist customers entering safe deposit boxes.


Trains new tellers when required.


Performs additional duties as assigned.


QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and/or EXPERIENCE


High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.


LANGUAGE SKILLS


Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


MATHEMATICAL SKILLS


Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.


REASONING ABILITY


Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.


BSA/AML COMPLIANCE


All bank personnel shall comply with the requirements of the Bank Secrecy Act, USA PATRIOT Act, and all related anti-money laundering regulations. Compliance shall include adherence to all Board approved bank policies and procedures, and participation in initial, regulatory update, and annual training for reinforcement. Additionally, all personnel shall identify and report any suspicious or terrorist financing activity upon detection to the Bank Secrecy Act Officer so a Suspicious Activity Report (SAR) may be filed in a timely manner with FinCEN. As applicable, branch personnel may be required to complete a Currency Transaction Report (CTR) for certain currency transactions and collect identifying information for purchases of certain monetary instruments


Job Types: Full-time, Part-time



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Job Description


1st Security Bank is looking to find a dynamic individual to fill our Personal Account Representative (Bank Teller) position at our Sequim Branch! If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work and focuses on providing an exceptional client experience then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in it's first year nominated and was also rated the #1 Bank in Washington State by Banker's Caddy, an independent bank rating firm.


SUMMARY: Responsible for greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another staff member.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:



  • Takes action to connect with customers in a way that promotes 1st Security Bank.

  • Achieves monthly sales, profile and outbound call goals.

  • Processes monetary transactions and daily cashbox balancing.

  • Receives and processes name and address changes and other account information as needed.

  • Takes initiative to learn bank products, services, and procedures by utilizing their Individual Learning Plan.

  • Participates in branch operational and audit activities as assigned.

  • Follows appropriate steps to ensure branch security.

  • Provides routine information and cross-sell Bank products and services.

  • Travels to assigned 1st Security Bank locations as business needs require.

  • Adheres to 1st Security Bank policies and support management decisions and goals in a positive, professional manner and represent the bank with a high level of integrity.

  • Performs other duties as assigned.


EDUCATION and/or EXPERIENCE



  • High school diploma or equivalent and at least one year work experience.

  • Basic Knowledge of all applicable Regulations that pertain to this position is required.

  • Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs.

  • Must be bondable.


Company Description

Join our team! 1st Security Bank team members deliver service that "WOWs" our customers and each other. We value relationships, teamwork, community and professional growth in a safe, friendly and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!


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Job Description


We are seeking an experienced Cashier to join a well-established organization located in San Jose. Cashier is responsible for accurate and efficient processing of member transactions, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies & guidelines of the organization in a friendly, helpful manner.

Responsibilities:



  • Open, close and balance own cash drawer daily.

  • Disburse cash and check withdrawals.

  • Maintain drawer cash levels within prescribed amounts.

  • Process share deposit payments, loan payments and account transfers.

  • Open new membership accounts.

  • Address member inquiries about services and about their accounts.

  • Post and Log night, ATM and mail deposits. (Part of dual-control team.)

  • Perform account maintenance as authorized.


Requirements:



  • Strong understanding of cultural competency.

  • Preference for working in organizations that place priority on teamwork and collaboration.

  • High School or equivalent.

  • One to three years' experience in customer service industry with progressive cash handling responsibilities.


Company Description

ABOUT JOBTRACKS

It's corny, but we call ourselves, "The Matchmakers of the staffing world." We're committed to pairing highly qualified employees in the real estate, title, escrow and hospitality industries with the most eligible clients. Apply now, and we'll send cupid out on your behalf!

REFER A FRIEND = GET $50

You get $50 and your friend gets a lifetime opportunity... What could be better? We will gladly send you $50 if someone you share our information with is hired and works at least 4 weeks for a direct-hire position.

Thank you for spreading the word!


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Job Description


()
Downtown Oakland


Temp Project: 2-3 months

Our client, a company with various locations and about 250 employees, is seeking a / who will be working in their Oakland location.

The will be mainly responsible in providing excellent as well as performing duties (i.e. )


 


Job Requirements:



  • At least 1 year of experience preferred

  • experience

  • experience

  • Excellent communication skills


Company Description

At Amtec, we care about you and your career. Since 1959, we have changed the lives of thousands of people for the better - people just like you. It is our goal to help you find meaningful work by matching your character, competence, and culture with an organization that truly values what you have to offer. Whether you want a contract assignment, a temp-to-perm job, or a regular full-time position, we are here to be your partner throughout your whole career.


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Job Description


 


The Relationship Specialist/ Bank Teller position exists in branches having a cash operation. 


The Relationship Specialist a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments,


making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings,


checking, money market and certificate of deposit accounts. 


 


Other duties include:


Receiving and disbursing funds, posting deposits and loan payments, transfers, money orders, cash advances, and all types of withdrawals (cash and checks).


Opens savings, checking, issue temporary checks, money market, and certificate of deposit accounts, as needed.


Balances daily cash drawer


Other duties as assigned


 


Requirements  


 


One year (1) + related branch operations experience


Two (2) + years cash handling experience highly preferred


High school diploma or equivalent


 



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Job Description


The Teller is responsible for providing high quality customer service and daily settlement, for processing deposit accounts and loan transactions, cashing checks, cross-selling bank services and maintaining account records.  The teller must follow all established policies and procedures of the bank.


Detailed Job Duties


•   While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.


•   Process client financial transactions in an accurate and timely manner.  Balance daily transactions and cash in accordance with established Bank policy and procedures.


•   Answer routine client account inquiries. Resolve problems or discrepancies concerning clients’ accounts.


•  Knowledgeable about Trustar Bank products/services to refer clients to the manager or assistant manager for further discussion.


•  Perform administrative duties such as filing, preparing form letters and billings, completing transaction-generated paperwork and verifying incoming cash shipments.


•  Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.


 


Candidate will assist with other duties as assigned.


Requirements:


High school diploma or its equivalent. One-year banking experience in a Teller position is preferred.


Must be able to perform each essential duty satisfactorily and successfully complete teller training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.


Skills/Knowledge:


A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Knowledge of online teller terminal and office equipment to include calculator, typewriter, computer keyboards.  Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.


Working Conditions:


Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours.


 


Professional environment.


 


Company Description

www.TrustarBank.com


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