UNKNOWN

FEED

Opens and processes all types of new accounts and assists customers in choosing appropriate types of accounts and other services; Accepts retail and commercial checking and savings deposits, processes loan payments, cashes checks and savings withdrawals; Promotes business for the Bank by maintaining customer relationships; Provides superior specialized service to our customers for problem resolution, information, and account servicing; Ensures compliance with all federal and state laws and regulations; Helps maintain Business Banking Center security. Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.

YEAR

The Business Banker position has a wide variety of responsibilities and duties: These include: Thorough knowledge of the Bank’s products and services including Treasury Management. Calls on potential or existing customers to develop new business and increase or retain existing business relationships. Opens and processes all types of new accounts and assists customers in choosing appropriate types of accounts and other services; Accepts retail and commercial checking and savings deposits, processes loan payments, cashes checks and savings withdrawals; Promotes business for the Bank by maintaining customer relationships; Provides superior specialized service to our customers for problem resolution, information, and account servicing; Ensures compliance with all federal and state laws and regulations; Helps maintain Business Banking Center security.<ol><li>Interviews customers to obtain information; promotes and recommends Bank’s products and services by using professional sales techniques to assist customers in their selections to meet their needs.</li><li>Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.</li><li>Expert knowledge of Treasury Management products and services. Ability to sell all Treasury Management products independently.</li><li>Maintain and establish a customer base acting as customer advisor and take full ownership of the customers’ relationship.</li><li>5. Proactively looks to expand client base by cultivating referral relationships, participating in networking functions, soliciting/telemarketing target market clients/prospects and building a book of business in the local community.</li><li>Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.</li><li>Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Receives and processes stop payment and hold orders.</li><li>Cashes checks, savings withdrawals, make cash advances, and accepts loan, installment and collection payments. Confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.</li><li>Issues official checks, money orders, traveler’s checks and savings bond applications.</li><li>Balances cash differences as it relates to general ledger accounts and Business Banking Center cash totals.</li><li>Records, files, microfilms, updates information, prepares wire transfers and sorts mail or reports as required.</li><li>Gathers data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)</li><li>Processes address changes, check and deposit slip orders, endorsement stamp orders, ATM deposits, incoming and outgoing collections, incoming and outgoing wires, credit ratings, certifications, change orders and deposit slip corrections. Debit card orders and maintenance.</li><li>Processes statements, renewal notices, and interest payments for IRA and certificate of deposit accounts.</li><li>May assist in opening and closing the vault daily; prepares and processes incoming and outgoing shipments; and assists in balancing vault currency and coin. Adheres to cash control, cash limits, key control, opening and closing procedures, loss prevention and liability and other security issues as presented in the Security Manual.</li><li>Gathers data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)</li><li>Records, files, scans, updates information, prepares wire transfers and sorts mail or r</li></ol>Target Compensation: $74,091 annual Keyword: Business Banker Required Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines and assignment of specific duties.Desired Requirements<table><tbody><tr><td><ul><li>Intermediate experience, knowledge and training in Business Banking Center operation activities, terminology and products and services.</li><li>Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies.</li><li>Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.</li><li>Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.</li><li>Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.</li></ul></td></tr></tbody></table>Minimum Requirements<ul><li>Project a businesslike professionalism to the client in both appearance and manner.</li><li>Possess a strong customer service orientation, and a willingness to place the customer first.</li><li>Possess strong written/verbal communication skills as well as excellent organizational/time management skills.</li><li>Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.</li><li>Ability to work with minimal supervision while performing duties.</li><li>Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.</li></ul>Environmental & Physical Requirements<ul><li>Environment: Work is performed in a traditional office setting</li><li>Physical effort: Ability to lift up to 25 pounds</li><li>Ergonomics: Requires significant computer use and typing</li></ul> Benefits: 401K, Competitive Medical, PPO, HMO, Vision, Dental, Short- and long-term disability, 11 paid federal holidays From: Mission Bank

Mission Bank

Business Banker

Bank Management

Banking Operations

Banking Regulations

Business Banking

Business Development

Business Operations

Change Requests/Orders

Communication Skills

Computer Operations

Computer Terminals

Credit Risk

Credit and Collections

Customer Relations

Customer Support/Service

Data Collection

Develop and Maintain Customers

Driver's License

Ergonomics

Federal Compliance Regulations

Federal Laws and Regulations

General Ledger Accounting

Health Maintenance Organization (HMO)

Interpersonal Skills

Lift/Move 25 Pounds

Loss Prevention

Mail Processing

Maintain Compliance

Mathematics

Organizational Skills

PC (Personal Computer) Systems

Payment Processing

Physical Demands

Preferred Provider Organization (PPO)

Presentation/Verbal Skills

Problem Solving Skills

Procedure Development

Reporting Skills

Resolve Customer Issues

Sales

Spreadsheets

State Laws and Regulations

Target Marketing

Telemarketing

Time Management

Treasury Management

Typing

Word Processing

Writing Skills

ATSOndemand

FULL_TIME

What we desire in a candidate: self-motivation, proven leadership abilities, a customer service attitude, integrity, a desire for professional development and growth, a willingness to learn, and exceptional people skills. Working with police departments, firefighters, teachers, postal workers and other labor unions as well.

MUST RESIDE IN CALIFORNIA!!We are a rapidly growing company that has more clients than we can see. We understand that it is a good problem to have, but we need more qualified people that will help us keep up with our growth. What we do is provide benefits for labor unions, credit unions, and associations. Working with police departments, firefighters, teachers, postal workers and other labor unions as well. We have set up direct relationships with over 20,000 union associations around southern California.What we desire in a candidate: self-motivation, proven leadership abilities, a customer service attitude, integrity, a desire for professional development and growth, a willingness to learn, and exceptional people skills.What we provide is a genuine career opportunity: training and mentorship, growth opportunities, and financial success.The role of benefits coordinator is to simply educate these members who request information about the benefits that are available to them through their union affiliation. Sales involved only if the customer desires to opt in for additional benefits. No cold calling as we only work with union associations directly.Requirements for consideration:-Flexible hours- Fluent in English (Bilingual in any language is a plus but not required) Benefits<ul><li style="list-style-type:disc">Health insurance reimbursement for all staff (upon qualification)</li><li style="list-style-type:disc">Life insurance at no cost</li><li style="list-style-type:disc">Agents have an established career path with collectively bargained progressions and vesting of renewal commissions (retirement plan)</li><li style="list-style-type:disc">UNION BENEFITS – Our staff also belong to a union which includes benefits<ul><li style="list-style-type:circle">Free college classes for all members</li><li style="list-style-type:circle">Student Debt Reduction Program</li><li style="list-style-type:circle">Scholarship access for members and their children</li><li style="list-style-type:circle">Union provides life insurance (in addition to our company) for all members</li><li style="list-style-type:circle">Roadside assistance for all members</li><li style="list-style-type:circle">Identity Theft Protection for all members</li></ul></li></ul>Powered by JazzHR

Morphius Corp

Customer Service Representative ( REMOTE WORK )

Credit Union

English Language

Firefighting

Labor Unions

Leadership

Mail Services

Mentoring

Multilingual

Scholarship

Work From Home

partner JazzHR

For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran-focused organizations to provide supplemental benefits that help protect the financial security of working families across the United States. Whether you are a veteran, a military spouse, or someone passionate about supporting those who have served, our organization provides the training, mentorship, and systems needed to help you succeed in a flexible and growth-oriented environment.

AO Globe Life is seeking mission-driven professionals to support veterans and their families through structured virtual benefit consultations. This fully remote opportunity is designed for individuals who want to build meaningful careers while making a positive impact.Whether you are a veteran, a military spouse, or someone passionate about supporting those who have served, our organization provides the training, mentorship, and systems needed to help you succeed in a flexible and growth-oriented environment.In this role, you will connect with individuals who have requested information about supplemental benefit programs, schedule virtual consultations, and guide them through their available options.<h2>Key Responsibilities</h2><ul><li>Connect with veterans and families who have expressed interest in learning about benefit programs</li><li>Schedule and conduct virtual consultations with clients via Zoom</li><li>Explain available supplemental life, accident, and health benefit options clearly and professionally</li><li>Maintain accurate and compliant digital records</li><li>Assist clients with policy updates, questions, and ongoing support</li><li>Participate in team development sessions, mentorship programs, and leadership workshops</li></ul><h2>What We Offer</h2><ul><li>100% remote work environment for U.S.-based candidates</li><li>Flexible scheduling</li><li>Warm leads provided — no cold calling or prospecting</li><li>Weekly pay via direct deposit</li><li>Full training and licensing support</li><li>Monthly and quarterly performance bonuses</li><li>Opportunities for advancement into leadership roles</li><li>Supportive team culture focused on service and collaboration</li></ul><h2>Ideal Candidates</h2><ul><li>Strong communicators who can build trust in virtual conversations</li><li>Organized, detail-oriented, and self-motivated professionals</li><li>Comfortable using digital tools such as Zoom and CRM systems</li><li>Background in customer service, consulting, or client support is helpful but not required</li><li>Individuals passionate about supporting the veteran community</li></ul><h2>Requirements</h2><ul><li>Must be legally authorized to work in the United States</li><li>Reliable internet connection</li><li>Windows-based laptop or desktop computer with a functioning webcam</li></ul><h2>About AO Globe Life</h2>For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran-focused organizations to provide supplemental benefits that help protect the financial security of working families across the United States. Our remote-first organization focuses on service, integrity, and meaningful career opportunities.<h2>Ready to Apply?</h2>If you’re interested in building a meaningful, flexible career while supporting those who have served, apply today to learn more about joining our remote team.Powered by JazzHR

AO Globe Life

Customer Success Director

Community Support

Compensation and Benefits

Consulting

Customer Relationship Management (CRM) Systems

Desktop PC

Health Plan

Laptop PC

Licensing

Microsoft Windows Operating System

Military

Sales Prospecting

Team Building

Training/Teaching

Webcams

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Business BankerMission Bank

Customer Service Representative ( REMOTE WORK )Morphius Corp

Customer Success DirectorAO Globe Life

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