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 essential functions of the job include, but are not necessarily limited to, the following Operational oversight for a branch location, ensuring compliance with all branch operations policy and procedures Research and resolve transaction/cash discrepancies Hiring, supervision, and performance management of service line associates Processing transactions accurately and

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

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

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

Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products

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

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

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

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

Process deposits, withdrawals, check cashing, and other bank transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective. Balance and maintain cash drawer in accordance with branch performance standards. Proactively respond to incoming calls and serves as a customer advocate

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

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

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