• Mountain America Credit Union (Phoenix, AZ)
    …Consistent focus on increasing member satisfaction and account retention Expected to meet sales and service goals Uses lead lists to make outbound efforts ... manner. Job Summary At Mountain America, we create exceptional service experiences with every member, every time. We provide...by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and… more
    Upward (07/18/25)
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  • Farmers and Merchants State Bank (Berne, IN)
    …at various offices on an as needed basis. OBJECTIVES OF THIS ROLE: Utilize sales training skills to provide outstanding customer service , have complete knowledge ... POSITION SUMMARY: Sell Bank products and services while using the sales skills that have been learned in sales training. Accept cash items from customers for… more
    Upward (07/04/25)
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  • North Shore Bank (Milwaukee, WI)
    …efficiently and effectively to insure the success of North Shore Bank. SERVICE / SALES *Consistently performs North Shore Bank Quality of Services standards ... satisfactorily. *Makes outbound telephone calls as directed by branch management for service and sales opportunities. *May perform deposit account maintenance;… more
    Upward (07/21/25)
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  • QNB Bank (Quakertown, PA)
    …customers to appropriate person or department. Performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a ... staff as needed. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and...proficient in all aspects of the role of Financial Service Representative . Able to relate to other… more
    Upward (07/03/25)
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  • Atlantic Union Bank (Newport News, VA)
    …client experience, sales / service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client ... One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills… more
    Upward (07/14/25)
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  • Mountain America Credit Union (Boise, ID)
    …Experience Officer (MEO) recognizes and meets member needs by providing quality service through teller , branch operations, and loan servicing transactions and ... At least one year of retail banking or related sales and customer service experience preferred (internal...90 days: Valid Driver's license required. MSR Certification Package: Teller Follow-up Training MSR Sales Certification Annual… more
    Upward (07/13/25)
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  • AA Inclusion (San Diego, CA)
    …report directly to this position. NATURE & SCOPE: Meets/exceeds established monthly/annual sales and service goals. Follows quality service standards ... About the job Personal Financial Rep I,II,III California Coast Credit Union takes pride...or other related field plus proven successful performance in sales and service o PFR III: 3… more
    Upward (07/03/25)
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  • First Horizon (Metairie, LA)
    …needs. Enhance individual knowledge to better serve clients by attending relevant sales , service , and product knowledge meetings, training classes, and web-based ... learning. Sales and service Identify cross selling opportunities...essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred… more
    Upward (07/11/25)
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  • Randolph-Brooks Federal Credit Union (RBFCU) (Dallas, TX)
    …The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Plano branch location starting at $20.00/hour! Bilingual ... Dallas Parkway, Plano, TX 75093. As a Branch Member Service Representative (MSR) you will be the...GED Six months of work experience (financial institution, customer service or sales experience preferred) Attendance and… more
    Upward (07/18/25)
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  • First Horizon (Miami, FL)
    …goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support ... times to a minimum and to provide quality customer service . Teller support includes performing daily processing...individual knowledge to better serve clients by attending relevant sales , service , and product knowledge meetings, training… more
    Upward (07/18/25)
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  • Eastern Bank (Newburyport, MA)
    …are skilled in the duties of both a Customer Service Representative ( sales on the platform), and Teller (transactions at the teller line). Major ... Simultaneously performs the duties of a traditional branch customer service representative and teller , primarily... Representative Duties: Works toward achieving specific individual sales and service goals through the following… more
    Upward (07/01/25)
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  • Excite Credit Union (San Jose, CA)
    Job Type Full-time Description The Service Center Representative I provides a broad range of Credit Union services to members and non-members via incoming ... the overall success of the department through exceptional member service and sales Assists members and non-members...experiencing high call volume Performs a variety of other teller functions on a daily basis between incoming phone… more
    Upward (07/18/25)
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  • Pacific Premier Bank (Edmonds, WA)
    …Using the latest banking solutions combined with the most welcoming and friendly service , you will be front and center representing our brand and culture. You ... will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust. When we do the right… more
    Upward (07/20/25)
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  • LAFCU (Lansing, MI)
    …school diploma or general education degree (GED); two years' experience in member/customer service including, but not limited to sales /cross sales , consumer ... Description Provides thorough and accurate member service through opening accounts, loan services and other...share accounts, IRAs, Term Shares, Home Banking, direct dial teller , safe deposit boxes, loan and credit card products.… more
    Upward (07/19/25)
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  • Truist (Lilburn, GA)
    …other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products ... and product knowledge to better serve consumer and business clients by attending sales , service and product knowledge meetings, applicable training classes and… more
    Upward (07/25/25)
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  • Knoxville TVA Employees Credit Union (Lenoir City, TN)
    …- High school diploma or equivalent required. Knowledge of all Member Service Representative responsibilities including teller , new accounts and ... Services. We can achieve these goals through our commitment to providing excellent service to our membership and our communities. And it all starts with YOU!… more
    Upward (07/25/25)
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  • Trustco Bank (Winter Park, FL)
    …and properly performed by the staff while conveying a feeling of trust, service , security and satisfaction to customers and staff. The duties of the Assistant ... branch in the absence of branch manager. Supervises head teller and tellers in the manager's absence. Build and...the manager's absence. Build and promote branch identity, drive sales and promote overall ownership and accountability for improving… more
    Upward (07/29/25)
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  • Vibe Credit Union (Ferndale, MI)
    …equivalent Customer/ Member Service experience preferred Skills/Abilities Strong customer service and sales skills Ability to multi-task Good communication ... you to explore this exciting opportunity at Vibe! Position Purpose The Member Service Specialist II is responsible for assisting members and performing a broad… more
    Upward (07/06/25)
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  • Truist (Cary, NC)
    …, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting ... Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process...school diploma or equivalent education 2. Two years of teller or cash handling or client service more
    Upward (07/17/25)
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  • Northwest Bank (Linton, IN)
    …preferred Sales experience preferred 2 - 3 years Customer Service experience preferred General Employee Knowledge, Skills, and Abilities *Ability to establish ... various areas including individual goal achievement, employee development, customer service excellence, operational soundness, and relationship building. Essential Functions… more
    Upward (07/27/25)
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