This position will work with Wires, ACH, Treasury Management Support and Bankcard Operations to process fraud claims and to assess potential fraud threats. Essential Duties and Responsibilities 1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. 2. Review fraudulent activity and verify account activity with cust

Manage a high volume loan pipeline. Prepare "Needs List" upon review of the loan terms and relevant information received. Create a positive customer experience by effectively communicating needs list, timelines and funding requirements. Gather the necessary paperwork and documentation required to make a complete loan file. Review all loan documentation to ensure completio

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

Responsible for primarily opening new accounts, cross selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional cu

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

The Wire Transfer Specialist is responsible for performing operational support duties of the Wire Transfer Department under general supervision. Receives faxed wire requests from customers and validates their authenticity by verifying customers' signatures and confirming wire details over a recorded telephone line. Log wire requests are faxed by customers and branches and

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

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

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

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

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

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

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

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

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que