Lead Banking Specialist

2 weeks ago

Goshen, United States Virtual Employee Services (C) Full time
Job Overview

Virtual Employee Services (C) is seeking a Lead Banking Specialist to enhance our customer service experience. This role offers a competitive hourly wage, commensurate with experience, along with attractive monthly performance incentives.

If you are passionate about providing exceptional service in the financial sector and thrive in a collaborative environment, this position may be ideal for you. We pride ourselves on fostering a supportive workplace culture that values contributions to our members and the community.

POSITION OBJECTIVE

As a Full-Time Lead Banking Specialist, your primary responsibility will be to deliver exemplary service to our clientele. This includes assisting customers with various transactions such as deposits, withdrawals, and loan payments. You will serve as a trusted advisor, identifying financial needs and recommending suitable products and services to help clients achieve their financial objectives. Maintaining a well-organized and inviting workspace is essential, as is providing coverage on Saturdays as needed.

KEY RESPONSIBILITIES

  1. Deliver exceptional customer service by accurately processing transactions and actively promoting available products and services. This includes handling deposits, withdrawals, loan payments, transfers, and more, while ensuring compliance with identification and endorsement protocols.
  2. Support the Branch Supervisor/Manager in managing ATMs and vaults, training new staff, and executing opening and closing procedures.
  3. In the absence of the Branch Supervisor, oversee branch operations, ensuring smooth functioning and staff management.
  4. Encourage cross-selling of Credit Union products and mentor teller staff on identifying cross-sell opportunities.
  5. Compile monthly audit documentation for review by the Branch Manager.
  6. Adhere to federal and state regulations, as well as internal policies and procedures.
  7. Propose improvements to workflows and operational efficiencies.
  8. Perform additional job-related tasks as assigned.

MEASUREMENT OF SUCCESS

Your performance will be evaluated based on established core competencies and goals set by your supervisor. Key metrics include providing friendly and professional service, maintaining accurate transaction processing, resolving inquiries promptly, and proactively identifying customer needs for product recommendations.

QUALIFICATIONS

EDUCATION/CERTIFICATION: High School Diploma or GED with a minimum of two years in customer service and cashier roles, or a comparable combination of education and experience. Notary designation is preferred or must be obtained within six months.

KNOWLEDGE REQUIRED: A working understanding of Bank Secrecy Act (BSA) requirements is essential, along with compliance with all BSA regulations.

EXPERIENCE REQUIRED: Proficiency in PC-based software, including Microsoft Office, is necessary.

SKILLS/ABILITIES: Candidates should exhibit a professional demeanor and positive attitude at all times, possess excellent customer service and communication skills, and bilingual abilities are a plus.

Equal Opportunity Statement

Employment at Virtual Employee Services (C) is based on merit and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

  • Bank Teller Lead

    4 weeks ago

    Goshen, United States Virtual Employee Services (C) Full time $17 - $22

    Job DescriptionJob DescriptionHeritage Financial Credit Union is in search of a Lead Teller in Goshen, NY!! Salary Range: $17.81 - $22.26 per hour depending on experience, plus unlimited monthly incentives.If you are looking for a challenging and rewarding career in the financial services industry with a company with a supportive and collaborative work...

  • Lead Security Assessment Specialist

    2 weeks ago

    Goshen, Indiana, United States Iron Vine Security Full time

    Position Overview:As a Lead Security Assessment Specialist at Iron Vine Security, you will play a crucial role in safeguarding our clients' digital assets by identifying vulnerabilities and enhancing their cybersecurity posture.Key Responsibilities:Conduct comprehensive assessments to identify potential security threats and vulnerabilities.Develop and...

  • Lead Civil Engineering Specialist

    2 weeks ago

    Goshen, Utah, United States gpac Full time

    Position Overview Our esteemed and rapidly expanding multidisciplinary client is in search of a seasoned Lead Civil Engineering Specialist to become a pivotal member of their team in one of their offices. If you are a qualified professional seeking a rewarding opportunity where you can play a significant role in decision-making within a dynamic organization,...

  • Lead Teller

    4 weeks ago

    Goshen, United States HERITAGE FINANCIAL CREDIT UNION Full time

    Job DescriptionJob DescriptionDescription:Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and...

  • Tax Accounting Specialist

    2 weeks ago

    Goshen, United States Everence Full time

    Job OverviewPOSITION SUMMARYThe Tax Accounting Specialist is responsible for the preparation of various tax reports for clients and corporate entities, ensuring a proactive approach to managing the tax reporting process.KEY RESPONSIBILITIESDocument client transactions in the InnoTrust accounting platform, utilizing system workflows as needed.Conduct daily...

  • Senior Business Solutions Specialist

    2 weeks ago

    Goshen, Indiana, United States NiSource Full time

    Job Title: New/Senior/Lead Business SpecialistJob Code: 107129, 107390, 107250Position OverviewThe New Business Specialist (Senior and Lead) is responsible for executing customer-initiated tasks crucial for achieving key performance metrics. This role involves thorough research of facilities, adherence to design standards, and management of pricing,...

  • Museum Collections Specialist

    2 days ago

    Goshen, Indiana, United States Smithsonian Full time

    Job SummaryThe Smithsonian Institution is seeking a highly skilled Museum Collections Specialist to play a critical role in maintaining, preserving, and enhancing our museum collections.Key ResponsibilitiesPerform a variety of technical and collection maintenance tasks related to providing general access and supporting collections programsClean and remove...

  • Cloud Support Specialist

    4 days ago

    Goshen, Indiana, United States Highlight Technologies Full time

    About the RoleWe are seeking a skilled Cloud Support Specialist to join our team at Highlight Technologies. As a Cloud Support Specialist, you will play a critical role in providing technical support and assistance to our clients and internal stakeholders.Key ResponsibilitiesProvide Tier I and Tier II support to clients and internal stakeholders.Work closely...

  • Help Desk Operations Specialist

    4 days ago

    Goshen, Indiana, United States Highlight Technologies Full time

    About the RoleWe are seeking a skilled Cloud Support Specialist to join our team at Highlight Technologies. As a Cloud Support Specialist, you will play a critical role in providing technical support and assistance to our clients and internal stakeholders.Key ResponsibilitiesProvide Tier I and Tier II support to clients and internal stakeholders.Work closely...

  • Automotive Tagging Specialist

    2 days ago

    Goshen, Indiana, United States Passport Auto Group Full time

    Job Summary:We are seeking a highly organized and detail-oriented individual to join our team as an Automotive Tagging Specialist. As a key member of our team, you will be responsible for ensuring accurate and timely processing of automotive tags and titles.Key Responsibilities:Process and verify automotive tags and titles with precision and accuracyMaintain...

  • Legal Compliance Specialist

    2 weeks ago

    Goshen, Indiana, United States Forest River Full time

    Position OverviewAs a vital member of our team, the Retail Operations Specialist will play a crucial role in ensuring customer satisfaction and legal compliance within our organization.Key ResponsibilitiesAddress and resolve complex issues raised by retail customers.Collaborate with legal representatives on customer-related legal matters.Compile and provide...

  • Manufacturing Process Specialist

    2 weeks ago

    Goshen, Indiana, United States Shiloh Industries Full time

    Company Overview: Shiloh Industries is dedicated to leading the way in promoting safe, sustainable, and innovative mobility solutions. Our Agile approach to product development and process optimization results in expertly engineered lightweight products and mechatronic systems that provide exceptional functionality and value. We believe that success is...

  • Food Preparation Specialist

    4 days ago

    Goshen, United States Levy Sector Full time

    Job Summary:Levy Sector is seeking a skilled Food Preparation Specialist to join our team. As a key member of our culinary team, you will be responsible for preparing and serving high-quality food to our customers.Essential Duties and Responsibilities:Food Preparation: Prepare food items according to established recipes and production standards, ensuring...

  • Diesel Mechanic

    3 days ago

    Goshen, New York, United States Interstate Waste Services , Inc. Full time

    About the RoleWe are seeking a skilled Diesel Mechanic to join our team at Interstate Waste Services, Inc. as a Heavy Duty Equipment Specialist. As a key member of our maintenance team, you will be responsible for performing inspection, diagnosis, and repair of electrical, hydraulic, suspension, brake, and air systems on vehicles and equipment, including...

  • Debtors/Creditors Accounting Specialist

    1 day ago

    Goshen, United States SilverLinx Full time

    About SilverLinxSilverLinx is a dynamic and innovative company that values a good working atmosphere and a balanced work-life balance.We are a leading provider of drive and steering technology for premium vehicles, with a strong presence in the global market.Job SummaryWe are seeking a highly skilled Debtors/Creditors Accounting Specialist to join our team....

  • Photography Sales Specialist

    2 weeks ago

    Goshen, New York, United States Pomvom Full time

    This dynamic opportunity is with Pomvom, a global leader in photo technology, operating in various entertainment venues. We are seeking friendly, team-oriented, and profit-driven Photography Sales Specialists to motivate our photography sales team in capturing and selling memorable experiences for our guests through engaging photography. Key...

  • Compliance Specialist II

    3 months ago

    Goshen, United States Interra Credit Union Full time

    As a Compliance Specialist II, you will be responsible for performing a variety of functions in support of the Credit Union's compliance program focusing on compliance governance and oversight to the credit union's functional areas. Assists in implementing and executing the compliance program to ensure the credit union complies with all applicable state and...

  • Compliance Specialist II

    3 months ago

    Goshen, United States Interra Credit Union Full time

    As a Compliance Specialist II, you will be responsible for performing a variety of functions in support of the Credit Union's compliance program focusing on compliance governance and oversight to the credit union's functional areas. Assists in implementing and executing the compliance program to ensure the credit union complies with all applicable state and...

  • Compliance Specialist II

    3 months ago

    Goshen, United States Interra Full time

    As a Compliance Specialist II, you will be responsible for performing a variety of functions in support of the Credit Union's compliance program focusing on compliance governance and oversight to the credit union's functional areas. Assists in implementing and executing the compliance program to ensure the credit union complies with all applicable state and...

  • Manufacturing Process Specialist

    2 weeks ago

    Goshen, Indiana, United States Shiloh Industries Full time

    Company Overview:Shiloh Industries is dedicated to leading the way in safe, sustainable, and innovative mobility solutions. Our Agile approach emphasizes product innovation and process optimization, resulting in expertly engineered lightweight products and mechatronic systems that provide exceptional functionality and value.We believe that success is...