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Brentwood Bank jobs - 28 jobs

  • Assistant Branch Manager

    Brentwood Bank 3.4company rating

    Brentwood Bank job in Bethel Park, PA

    Summary of Basic Function: As the Assistant Branch Manager, you will be responsible for supporting the Branch Manager in ensuring the delivery of extraordinary customer service, revenue growth, branch operations, and overall daily functioning of the branch. As an administrative expert, you will have oversight of the overall execution of branch operations, training, and compliance tasks. In the absence of the Branch Manager, this position will serve as the branch leader to accomplish the bank's overall goals and objectives. Assistant Branch Managers offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals while promoting products and technology solutions. Essential Duties and Responsibilities: Service Excellence: Cultivate an environment in the branch of end-to-end service excellence for every customer interaction through in person or digital channels. Own the customer experience. Resolve, delegate or escalate all issues in a timely manner. Utilize customer feedback to coach and develop the team to further enhance future interactions. Ensure entire branch team is consistently delivering on the Brentwood Bank standards; provide on the spot feedback as needed or develop detailed action plans in conjunction with the Branch Manager for remediation when applicable. Leverage tools and technology to identify and present sales and service opportunities. Revenue Growth: Partner with the Branch Manager/Business Banker to attain branch goals through individual contribution, as well as managing the overall contribution/performance of Universal Bankers. Create a culture of accountability; manage team goals, measure performance, ensure execution of action plans to close performance gaps. In the absence of the Branch Manager, responsible for conducting sales meetings, daily huddles, and training sessions to develop a culture of sales and revenue growth within the branch. Function as an in-branch expert in the various products and services offered; taking initiative to continually develop and grow personally and to support the growth and development of the entire team. Refer customers with dedicated/complex Commercial, Mortgage, Business Banking, or financial advisement to the appropriate business partners. Initiate and close qualifying loan applications in the branch (Home Equity). Leverage technology to promote, assist, and educate customer's use of self service and remote channels, such as ATM, online banking and mobile banking. Drive technology adoption in all processes for greater efficiency. Maintain accurate and detailed logs of customer interactions, referral, communications, preferences, complaints, and other information in the CRM. Serve as a Brentwood Brand Ambassador at all times when engaging customers and ensure all branch employees are upholding the highest standards inside/outside the branch. Comply with all Federal/State banking regulations and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as defined by the bank, if applicable. Adhere to all bank operation, security, risk and regulatory related policies and procedures. Completes all required annual or job-specific training. Additional tasks and responsibilities may be assigned based on business need. Operational Excellence: Under the supervision of the Branch Manager, manage the overall operational activities of the branch by ensuring all tasks are performed by the team as outlined in the branch Operations Management Procedures. Responsible for implementing performance expectations set by the Branch Manager, training, mentoring, and coaching, to ensure team performance aligns with expectations. Partner with the Branch Manager and Retail Operations to ensure operational updates are consistently implemented. Work with the Branch Manager regarding recruitment and hiring processes as well as training needs for employees. Additional tasks and responsibilities may be assigned based on business need. Knowledge, Skills, Abilities and Requirements: Bachelor's degree, or equivalent work experience in banking and finance, business, or a related field. One-year progressive managerial experience in banking strongly preferred. Three or more years of customer service background in retail or banking. Proven ability to understand, drive and lead branch sales, service, operations, and financial performance within both a branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, leadership, and customer service. Ability to develop, influence, motivate and inspire a team to increase retention and bank performance. Excellent organizational and time management/prioritization skills. Proficient use of Microsoft Word and Excel software applications and ability to operate a variety of office equipment. Excellent communication skills, both verbal and written. Strong attention to detail and the ability to multi-task effectively. Proficiency with banking computer systems and related software. Required to act as a Mortgage Loan Officer (MLO) in this position, must be registered as a MLO as per the S.A.F.E. Act requirements. Physical Requirements: prolonged standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1-10lbs, occasional lifting of up to 50lbs, ability to see and read fine print, must be able to distinguish and count currency. Job may require working evenings and Saturdays. Job may require local travel between branches or offsite travel for training. Benefits At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support wellness for individuals and families. Our People and Culture Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help use continue to evolve and drive superior services. Professional Development From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connect through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform other tasks, which are within their abilities other than those specifically presented in this document.
    $44k-56k yearly est. 12d ago
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  • Treasury Management Banker

    Brentwood Bank 3.4company rating

    Brentwood Bank job in Pennsylvania

    Summary of Basic Function: Looking for an experienced Senior Business Banker that in addition to generating Deposit and Loan Relationships with Businesses, will also be responsible for selling the Bank's Treasury Management products and services that meet the needs of our customers. The Treasury Management Banker must understand their client's business needs and serve as a trusted advisor for the relationship. The primary focus of this position is growing relationships with current customers, servicing and retaining current customers and acquire a portfolio of potential customers across many lines of business to drive maximum service and long-term retention. Essential Duties and Responsibilities: Be the face of Brentwood Bank, providing internal and external customers with consistent and superior customer service, presenting a professional, friendly, and helpful appearance with every interaction. Evaluate needs of prospective and current clients in an effective manner. Prepares written proposals to include required quotes and assessments of client needs. Acquire new customers through business development, networking, cold calling, and effective sales techniques. Follows up customer sales as appropriate - responsible for cross selling all products and services of the bank to develop whole customer banking relationships. Help customers drive their digital access and knowledge by educating them on web and mobile banking features Understands and supports sales policies and procedures to provide proper and effective treatment to all customers. Maintain accurate and detailed logs of customer interactions, referral, communications, preferences, complaints, and other information in the COCC CRM. Maintains familiarity with laws pertaining to the sale of financial institution products and services. Promote internal communications with all Bank departments to ensure quality and consistency in the Bank service offering. Represent and promote favorable image and uphold the Bank reputation through involvement in community activities. Research trends and technical developments through related publications and training sessions to maintain current knowledge and specifically meet customer requests. Performs other duties as assigned. Knowledge, Skills, Abilities and Requirements: Associates degree or equivalent experience required; Bachelor's Degree preferred Five years of sales experience in a bank or financial institution Demonstrated superior customer service, sales, and communication skills Excellent organizational and time management/prioritization skills Ability to effectively ask questions and identify needs to enhance the customer relationship Comfortable with using digital technology to support the delivery of business goals Ability to problem solve and provide solutions to customer issues Self-motivated, confident and ability to multitask effectively Physical Demands and Work Environment: This is a remote flexible role, and it is expected there will be both remote and office work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Work may be performed in an office environment with normal noise levels. Involves prolonged sitting and computer usage. The position is headquartered in Pittsburgh, Pennsylvania, and incumbent will need to live within a commutable distance. Benefits At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support wellness for individuals and families. Our People and Culture Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help use continue to evolve and drive superior services. Professional Development From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connect through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Brentwood Bank is an EEO/Disability/Vet friendly employer
    $39k-71k yearly est. 17d ago
  • Consumer Loan Sales Rep, Cranberry

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    Goal oriented and self-motivated? Take your successful sales experience and put it towards helping customers with their consumer loan needs. The candidate will be responsible for originating and servicing new consumer loans (Home Equity, Auto, Personal, Credit Card) through a variety of means including networking, telemarketing and through participation in community events, and tradeshows. The position will allow you to save customers money and help them reach their financial goals. This position is 100% in person. Qualifications: * Two (2) years of related sales experience required with a proven track record of achieving sales goals required. * High School Diploma/GED required. * Demonstrated ability and desire to build consumer loan relationships and meet all related sales goals. * Excellent written and verbal communication skills and ability to conduct formal presentations. * Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results. * Must be detail oriented and be able to prioritize in a fast-paced environment. * Proficient in Microsoft Office products including, but not limited to Word, Excel, Outlook and Teams. * Must be able to maintain integrity, transparency, and perform in an ethical manner at all times. * Must be available until 6pm on some weekdays and on some Saturdays. * Must possess a valid driver's license, access to a reliable vehicle, and valid insurance. * Candidates being considered will be subject to additional background checks as required by the office of the Comptroller of Currency. Principal Activities and Duties: * Personally provide an exceptional level of customer service to all internal and external customers with the goal of creating long term customer loyalty * Achieve all goals by consistently implementing effective relationship building techniques taught in training and consistent with the Bank's Mission, Value, and Core Objectives. * Consistently generate new loan production and the associated products and services through proactive efforts including: o Utilization of effective outbound calling efforts o Calling on businesses in the market area o Generating new Vendors via utilization of the Preferred Referral Program within immediate market as well as maintain existing vendor relationships through follow-up with these vendors. o Participating in networking and community events, o Soliciting current customers within the branch (in-branch only-eliminate this), o Handling online CHAT inquiries o Participation in trade shows. * Assist management with the coaching and development of team members to ensure that they achieve their individual sales goals. * Adhere to all operational processes and procedures that have been put in place within the loan center assigned. * Comply with all Federal and State Banking regulations that apply. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $36k-47k yearly est. 5d ago
  • Branch Quality Analyst

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    The Branch Quality Analyst supports all aspects of operations and compliance to branches, loan centers and internal departments. This involves weighing quality customer service, operational integrity, and risk while being an informational resource for branches/departments. This role utilizes multiple software systems used by the branch network and involves working closely with different areas of the bank to design/maintain, upgrade, test, implement, and introduce changes to the branch network. Candidate will have the opportunity to work a hybrid schedule after successful training with management approval. Education and Experience Requirements: High school diploma/GED required. Some college strongly preferred. Six months branch supervisory or branch management experience required, including experience in coaching/managing and providing guidance in connection with operations, procedures, and regulatory compliance. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Strong knowledge of Bank operations and procedures as well as regulatory compliance. Knowledge of Dollar Bank specific procedures is a plus. Detail oriented and able to multi-task and have good problem solving and analytical skills. Strong customer service and oral and written communication skills. Able to prioritize and meet deadlines while handling multiple projects. Working knowledge of Microsoft Office suite products particularly Word and Excel. A rotating schedule is required including some evenings until 6:00 PM and some Saturdays. After-hours support will also be required approximately once every six weeks. Essential Functions: Learn multiple Bank software applications to assist with operational and technological questions. Participate in project testing for various applications and host projects. Provide operational support to branch/department representatives on varied subjects to include product/services, processes, compliance and record keeping, quality assurance and systems. Assist in the development of written communications to implement projects including memos, training materials and operational manual sections. Research, write and distribute operational memos to branches as needed. Update/create current process guides for the department and branches. Act as a resource for questions/inquiries from branches and other departments. Monitor and mitigate teller outages and branch losses and assist with any branch balancing issues. Monitor and review various reports making corrections/revisions as needed. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $66k-86k yearly est. 1d ago
  • Third Party Risk Management Analyst

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    We are seeking a detail-oriented and analytical Third-Party Risk Management (TPRM) Analyst to join our growing TPRM team. In this role, you will be responsible for assessing, monitoring, and managing risks associated with our third-party vendors and partners. You'll play a critical role in safeguarding our organization's data, operations, and reputation by ensuring that external relationships meet our security, compliance, and operational standards. Candidate will have the opportunity to work a hybrid schedule after successful training and management approval. Education and Experience Requirements: *Bachelor's Degree required, preferably in Information Systems, Business Administration or related fields. Will consider commensurate third-party risk management experience. *Minimum of two years' experience with a financial institution in risk analysis, vendor or stakeholder coordination control testing, operational assessments, support of governance framework, or documentation of compliance or resilience processes. Knowledge, Skill, and Ability Requirements: *Proficient Microsoft Office Suite and database programs. *Demonstrated effective and efficient written/verbal communication skills to enable the Third-Party Risk Management Analyst to effectively communicate with all levels of employees and third parties. *Effective planning, time management and organization skills. *Strong analytical analysis and critical thinking skills *Ability to learn and utilize bank operational data to integrate into the Third-Party Risk program. *Strong attention to detail *Effective interpersonal skills to collaborate across the organization Essential Functions: *Third-Party Risk Assessments oConduct initial and ongoing risk assessments of third-parties, focusing on cybersecurity, data privacy, financial stability, business continuity and regulatory compliance. *Due Diligence & Onboarding oCollaborate with Subject Matter Experts (SMEs) to perform due diligence during third-party onboarding and contract renewals. *Risk Monitoring & Reporting oContinuously monitor third-party performance and risk posture. Develop and maintain dashboards and reports for internal stakeholders. *Policy & Framework Development oAssist in developing and refining TPRM policies, procedures, and frameworks aligned with industry standards (e.g., NIST, ISO 27001, SOC 2). *Audit & Compliance Support oSupport internal and external audits by providing documentation and evidence related to third-party risk controls. *Stakeholder Engagement oWork cross-functionally with IT, Legal, Enterprise Risk Management and Business Units to ensure consistent risk management practices. *All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $73k-92k yearly est. 1d ago
  • AVP Business Development Officer

    Ameriserv Financial Bank 4.2company rating

    Johnstown, PA job

    SUMMARY OBJECTIVE: This role is designed for a motivated, growth-oriented professional who is eager to build a career in trust and wealth management by generating new relationships, new accounts, and new assets under management (AUM). ESSENTIAL FUNCTIONS: Initial focus will be on outbound business development activities, including identifying prospects, initiating contact, and scheduling meetings for senior business line managers. Over time, the position will evolve into an independent business development role with responsibility for managing a personal pipeline and bringing on new business. Business Development & Sales Activity 1. Proactively identify and pursue new business opportunities for AmeriServ's Trust and Wealth Services platform. 2. Execute outbound business development activity: including direct in-person outreach, phone calls, emails, and other prospective efforts to generate qualified meetings. 3. Schedule and coordinate meetings between prospective clients and senior Trust and Wealth professionals. 4. Maintain consistent outreach activity aligned with business development goals and metrics. Pipeline Development & Deal Support 1. Coordinate with senior business line managers throughout the sales process, including follow-up and internal communication to help ensure opportunities progress and close. 2. Over time, develop and manage an individual pipeline of prospects, including leading meetings and advancing opportunities independently. 3. Track activity, prospects, and opportunities using internal systems. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. SUPERVISORY RESPONSIBILITY: This position does not require supervision of employees. WORK ENVIRONMENT: This job operates in a professional work environment with client visits and outside professional work activities. PHYSICAL DEMANDS: The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound. 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. TRAVEL: Extensive travel is required. Rolling month average will be 3 weeks predominantly in-market travel and 1 week in-office remote work. Travel will include visiting prospects, attending networking events, and others as assigned, as well as visiting headquarters in Johnstown, PA. COMPETENCIES: 1. Strong Communication Proficiency 2. Strong Sales Skills 3. Customer/Client Focus 4. Strong Coaching/Development Skills 5. Deadline Orientated 6. Ethical Conduct 7. Computer Skills REQUIRED/ PREFERRED EDUCATION and EXPERIENCE: A bachelor's degree in business, finance or a related field required. In lieu of a bachelor's degree, a high school education/GED with prior experience in sales, business development, banking, financial services or a related field required. Exposure to trust services, wealth management, or fiduciary concepts is a strong plus, but not mandatory. Comfort with outbound outreach and persistence in pursuing long-term opportunities. Strong communication skills and the ability to engage professionally with clients, prospects, and internal partners. Highly motivated, self-directed, and comfortable working toward defined activity and performance goals.
    $121k-174k yearly est. 9d ago
  • Help Desk Specialist I

    Ameriserv Financial Bank 4.2company rating

    Johnstown, PA job

    Maintain a reliable technology environment by responding to client calls and assisting them by resolving their issues or escalating the issue to the appropriate person. Assist setting up and maintaining client access privileges for various IT Systems. 1. The IT Support area is the main client contact point for IT related issues; (IT hardware, software, applications, telephones, etc.) This position is responsible for receiving clients' calls, resolving the caller's issue, or escalating to the appropriate party. 2. Keep track of incoming requests within incident management ticketing system. Enter the important details including steps to resolve the issue accurately and in a timely manner based on the standard SLA's. Assign tickets to the appropriate support operator when necessary. Enter on-call tickets the coming from e-mail, in-person, and chat. 3. Manage various systems access accounts in accordance with established policies and IT Control. Ensure all employee access requests are completed accurately and on time. 4. Function as liaison between the client, IT Support Team and Network/Voice Team, and application administrations to determine who has the expertise to handle issues. 5. Recognize more serious situations and alert the appropriate administrator(s) of the issues that warrant immediate attention and alert the other clients of serious problems. 6. Function as main source of companywide or departmental communications regarding system related issues. Notify clients of any planned updates or outages that could affect daily operations. 7. When required assist with configuring new and repurposed IT equipment in accordance with the established configuration requirements. Provide high-level customer service when deploying all IT equipment to an end-user following the installation procedure. 8. Apply software patches to IT equipment in accordance with the established change management practices, using the automated patch management system where applicable. 9. Adhere to IT policies and procedures. 10. Maintain and update IT Support documentation and knowledge base system for customer self-service portal. 11. Act as part of the “After hours” on call support team including response to system notifications and incidents. Being part of the on-call rotation requires documentation of calls and or emails received with details of the resolution in the ticketing system. 12. Continue to keep current and enhance knowledge of computer hardware and software through courses, certifications, or continuing education. 13. Maintain a good working relationship with Company employees. Demonstrate strong interpersonal skills with the ability to work independently and motivated to work as a team player to contribute to the success of the department and in turn, the organization. 14. Follow the core principles representing the ideal behaviors that will guide the IT Team to success: 1.) Respect Others, 2.) Give Your Best, 3.) Be Accountable, 4.) Communicate Transparently and Effectively, 5.) Inquire and Provide Honest Feedback, and 6.) Commit to a Lifetime of learning. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. This position requires no supervision of employees. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time, walking and sitting. Moderate travel is required for this position. 1. Strong Communication Proficiency 2. Technology Savvy 3. Customer/Client Focus 4. Deadline Oriented 5. Analytical Skills 6. Interpersonal Skills 7. Ethical Conduct An associate degree in an Information-related field with at least 1 year of IT-related experience is preferred or a high school education with at least 3 years IT-related experience is required. A practical knowledge of mobile and PC operating and application systems with an understanding of network topologies is required. A proven ability to diagnose and correct operating system and application problems. Strong interpersonal, analytical and communication skills are required. Professional demeanor with clear and direct communication skills. Self-motivated and results oriented. Ability to thrive under pressure and deliver effectively in a fast-paced environment. Ability to manage multiple priorities effectively and consistently.
    $42k-60k yearly est. 15d ago
  • Retail Sales & Services Associate

    Ameriserv Financial Bank 4.2company rating

    Seward, PA job

    . Starting at $19.30/hour. Train on the following for six months: Under general supervision, this position will serve as the Customer Ambassador for the Bank with the overall purpose of supporting and performing the functions of advising, opening and servicing deposit account customers and processing transactions according to established policies, procedures and standards of performance. Building and establishing a trusted relationship with new and existing customers. Providing quality and efficient service to customers who prefer one-on• one interaction with the bank whether in person or over the phone. With thorough product knowledge and an understanding of the customer's financial needs, must be able to effectively advise them and recommend the best options to satisfy those needs. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly, and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties: 1. Identify opportunities to recommend the right products and services to meet the financial needs of existing and potential customers. Provide quality service and facilitate the development of lasting relationships throughout every customer interaction. Meet with customers to help them identify their financial goals and recommend, educate, open and/or refer the appropriate products and services to meet those goals 2. Participate in training and support the sales initiative of the bank. Actively contribute to and participate in sales meetings and promotions. Participate in outbound calling efforts to assist in cross referring and selling products and services for the Bank to increase deposits, grow loans, build fee income, and develop new relationships to increase cross selling achieve individual referral goals set by the head of Retail Management and the Union based on the overall branch annual budget goals. 3. Open new and service existing deposit accounts through face-face, telephone and on-line contact. Assist and perform maintenance regarding all Bank products and services. Provide loan production support. Answer customer and staff inquiries. Respond to questions from customer's surveys, emails, and follow-through with requests for additional information. Introduce customers to appropriate staff for other products and services in order to cross-sell and expand customer relationships. 4. Assist and perform all teller related duties. Possess a working knowledge of all related policies and procedures in addition to complying with applicable regulations. 5. Once trained, rotate all branch duties as assigned to retail the basic skills in all operations of the bank. 6. Demonstrate the ability to establish as effective working relationship within a team environment. 7. Develop and improve skills through participation in training programs and feedback discussions with supervisors to sustain a high standard of customer service. 8. Serve as a mentor to lesser experienced Retail Sales Associates. 9. Perform all other related and miscellaneous clerical duties as assigned pertaining to the job description. The above statement reflects the general details considered necessary to describe the principals of the job identified and shall not be construed as a detailed description of all the work requirements that may be inherent in the job.
    $19.3 hourly 9d ago
  • Regional Banking Supervisor, Downtown Region (Float Banker)

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    Love a role that keeps you moving? This one's for you. Tired of being stuck in one branch? Step into a leadership role that lets you travel across the Northern Market - supporting teams, elevating service, and making an impact in multiple communities! As our Regional Banking Supervisor, you'll be the go-to leader traveling between Allentown, Fourth Avenue, Gateway, Market Square branches - building relationships, mentoring teams, and delivering exceptional customer experiences. Mileage reimbursement is provided for travel. This role will offer you Mileage reimbursement, Career visibility, A role where every day feels different What You'll Do * Float between branches & keep operations running smoothly * Coach and inspire banking teams * Deliver customized financial guidance to customers * Strengthen service quality across the region Why You'll Love It * A travel-forward leadership role (goodbye, same-old routine!) * Huge market exposure + a broader network * Leadership & consultative sales development * A culture that values growth, innovation & service excellence Ready to take your career on the road - and to the next level? Apply today and lead across the region, one branch at a time. The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Downtown Market. These branches include Allentown, Downtown Pittsburgh, Lawrenceville, Mt. Troy, Oakland and Southside. Education and Experience Requirements: * High school diploma/GED required. * One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. * Leadership, supervision, or mentorship experiences required. * Ability to travel between multiple assigned branches according to business needs. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Build relationships with our customers by engaging in a consultative sales approach. * Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. * Educate our customers on ways to utilize technology in branch, online or mobile. * Utilize sound decision making skills while balancing customer service and financial loss. * Assist in training and development of new employees within the bank. * Learn how to open and close branches. * Adhere to all established branch operational processes and procedures. * Multitasking skills to quickly shift from transaction to transaction. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $82k-105k yearly est. 1d ago
  • Compliance Specialist

    Ameriserv Financial Bank 4.2company rating

    Johnstown, PA job

    ESSENTIAL FUNCTIONS: 1. Utilize training to become familiar with regulatory expectations in the areas of Regulatory Compliance. Develop an understanding of how changes in regulation impacts the Bank's policies, procedures, and programs. 2. Function as the HMDA Coordinator, responsible for the quarterly scrub of HMDA data provided by the respective business lines and compiling the data to prepare for annual submission. 3. Under the direction of the supervisor, assist in the completion of the annual compliance testing program. Analyze information to identify gaps in the AmeriServ's Compliance Management System and suggest corrective actions. 4. Assist in the review of all marketing materials to ensure they meet applicable regulatory guidelines. 5. Assist management in maintaining General Policy Database to ensure corporate policies are current. 6. Assist supervisor in the review of the bank's Identity Theft Red Flags, to include review of red flags risk assessment, procedures, and training. 7. Sit as a member for both the Compliance and CRA/Fair Lending Committees 8. Assist in monitoring the bank's annual Compliance Training Plan. 9. Act as an administrator of the National Mortgage Licensing System Federal Registry, to include monitoring the addition, deletion, and renewal activity of the bank's Mortgage Loan Originators (MLO's) Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. SUPERVISORY RESPONSIBILITY: This position requires no supervision of employees. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. PHYSICAL DEMANDS: The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting. TRAVEL: No travel is required for this position except for possible training and conferences. COMPETENCIES: 1. Communication Proficiency 2. Strong Computer Skills 3. Analytical Skills 4. Deadline Oriented 5. Organizational Skills 6. Independent Judgment 7. Ethical Conduct EDUCATION, TRAINING AND EXPERIENCE: Bachelor's Degree is required, along with two (2) years of banking related experience. Banking experience in Compliance, Audit or Operations is preferred. Database program experience is required.
    $52k-71k yearly est. 60d+ ago
  • Marketing Communications Project Officer

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    If you have a passion for creating advertising and promotions and a keen eye for copywriting, come join our Marketing team! As a Marketing Communications Project Officer, the incumbent will assist in communications and project management for the Marketing department's retail and business programs in all markets, contributing to Dollar Bank's branding and goals. The incumbent will work closely with product management to develop and implement the creative elements for scheduled advertising and promotions. Project management will include coordinating all aspects of promotion, both traditional and digital. As well as interactions with other bank departments, external organizations, vendors, and creative and media suppliers. Education and Experience Requirements: * Bachelor's degree required. Will consider commensurate professional experience in lieu of education. * Five (5) years of experience in marketing/communications required. Financial background preferred. * Proficient in Microsoft Office and able to utilize web-based tools. Knowledge, Skill, and Ability Requirements: * Creative, resourceful, highly detailed, results-driven professional with strong professional initiative. * Strong analytical and project planning skills. * Effective interpersonal skills to collaborate with and motivate others to meet organizational goals. * Strong customer service-orientation. * Excellent written and verbal communication skills * Exceptional copywriting skills with the ability to adapt writing style to the audience and medium. * Knowledge of social media platforms and website content management systems preferred. * Thorough understanding of marketing principles. * General knowledge of traditional media, direct mail, event promotion, print production, multi-media production, layout, and design. Essential Functions: * Oversee all aspects of assigned projects requested by product management, bank branches, digital banking, departments, etc., ensuring timely development of projects including research, copywriting, internal client review, legal approval, production, distribution, monitoring of employee use and customer response. * Maintain supportive relationships with all departments and branches to help define marketing needs and recommend appropriate marketing/promotional channels to achieve departmental/product goals within budget. * Communicate regularly with project requestors on the status of all projects, as well as the Vice President of Communications and Chief Marketing Officer. * Assist in website development, testing and maintenance of marketing related items. * Work collaboratively with and provide clear direction for outside marketing agencies and vendors, ensuring that campaigns are executed according to the approved strategy, within budget and on time. * Collaborate with in-house graphic design team with the development of projects to produce compelling marketing/promotional materials (e.g., direct mail, email, online, collateral material and in-branch merchandising). * Keep abreast of current financial and banking legal compliance issues for all asset and liability products and well as Bank regulations. * Assist with social media initiatives to develop relevant promotional and financial education content for all Dollar Bank platforms. Additionally, monitor and respond to commentary as needed, and keep abreast of trends in social media. * Assist with local listing management, including Google Posts and monitoring of Google Reviews. * All other duties as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $71k-106k yearly est. 4d ago
  • Accounting Clerk

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    The Accounting Clerk is responsible for supporting accounting and control operations by reviewing daily reports to reconcile branch, ATM/PTM, and suspense account general ledger activity. This individual will monitor all activity, research balancing discrepancies, and will work with the Bank's branches and back-office staff to resolve general ledger outages. Candidate will have the opportunity to work a hybrid schedule after successful training and with management approval. Qualifications High school diploma/GED is required. Some college preferred. Must have a good math aptitude. Strong research and problem-solving skills. Good oral and written communication skills. Working experience with Microsoft Word and Excel. Bank branch experience preferred. Able to manage time efficiently, prioritize tasks, meet deadlines, and coordinate multiple and changing priorities in a demanding environment. Principal Activities/Objectives Perform daily review/reconcilement of assigned general ledger accounts. Assumes responsibility for tracking, researching and resolving any discrepancies, outages or aged items. Maintains regular contact with branches and back-office staff to correct transactions or rejected items in a timely fashion. Ensures follow-up action as and when necessary. Adheres to Bank policies and procedures in reconciliation activities. Serves as backup for daily general ledger processing. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $31k-43k yearly est. 2d ago
  • Retail Sales & Service Supervisor

    Ameriserv Financial Bank 4.2company rating

    Seward, PA job

    SUMMARY OBJECTIVES: This position works closely the with Retail Branch Manager to ensure that all processes and services offered by the bank run smoothly. Perform day-to-day branch operations and management of teller/ Platform staff along with providing leadership and guidance. Adhere to all operational policies and procedures to ensure safety and soundness of the bank. Monitor sales/service quality levels and mentor staff to achieve goals. ESSENTIAL FUNCTIONS: 1. Gain thorough and comprehensive understanding of all retail products and bank services to successfully coach and cross sell through outbound calling. Assist in branch sales efforts to achieve bank, branch and individual goals. 2. Maintain a comprehensive knowledge on related policies, procedures, rules and regulations including robbery procedures. Must be familiar with all aspects of BSA reporting. Ensure ongoing compliance with audit procedures and other applicable Federal and State Banking regulations. 3. Open and close the branch in accordance with procedures designed to maintain the security of the branch and employees. 4. Coach less experienced staff on a regular basis to improve their sales/operational skills for the betterment of the individual/team/bank. 5. Responsible for the completion of various daily, weekly and monthly reports as assigned, including operational, risk, sales and staffing schedules. 6. Oversee staff adherence to performance expectations and complete verbal/written warnings as needed and annual performance reviews. 7. Handle and/or follow-up on all customer complaints and research items in accordance with bank policy. 8. Oversee the staff to ensure appropriate completion of all teller and/or operational branch functions and on daily basis and advise the Retail Branch Manager of any department or branch issues. 9. Recommend tactical solutions to improve branch operational efficiency, delivery convenience, and customer service metrics. 10. Attend monthly Branch manager meetings in the absence of the Retail Branch Manager. 11. When applicable, serve on various internal Bank Committees as assigned. 12. Participate in at least one (1) community organization by serving as a committee member and/or in a leadership role. 13. When available, enroll in Retail Branch Manager trainee program for future career advancement and succession planning. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. SUPERVISORY RESPONSIBILITY: This position requires supervision of employees. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. PHYSICAL DEMANDS: The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound. 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting. TRAVEL: No travel is required for this position except for possible trainings and/or meetings. COMPETENCIES: 1. Strong Communication Proficiency 2. Supervisory and Motivation Experience 3. Proficient in Computer Applications (Microsoft Word, Excel and Outlook) 4. Deadline Oriented 5. Organizational Skills 6. Independent Judgement 7. Ethical Conduct REQUIRED/ PREFERRED EDUCATION and EXPERIENCE: A minimum of a high school diploma is required, with a college degree preferred. Five (5) years of experience in branch operations required. Must be able to supervise and motivate subordinates and work effectively with other managers. Some technical knowledge of banking operations in one or more operational areas is essential. Individuals should also be familiar with applicable federal and state regulations which require some level of operational support.
    $29k-32k yearly est. 60d+ ago
  • Video Banking Teller (on-site)

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    Video Banking Tellers assist customers with transactions via Dollar Bank's network of Personal Teller Machines. Working from our Strip District office, this platform connects the Teller with customers and allows them to conduct virtually any type of teller banking transaction. Video Banking Tellers work a rotating schedule and should expect to be available between the hours of 8:00 a.m. to 8:00 p.m., Monday through Saturday. Principal Activities: * Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers and loan payments. * Initiate conversations to uncover customer needs and promote Dollar Bank products and services and effectively refer customers to appropriate team members when needed. * Act with confidence by helping customers with their questions and take initiative while using sound judgment in decision making and problem resolution. * Promote good customer relations by consistently providing quality service with a friendly demeanor, can-do attitude, and a willingness to always help. Qualifications: * High School diploma/GED required. * Candidate must possess at least six months of customer service experience; teller experience preferred. * Excellent interpersonal/communication skills and professional manner required. * Must be a highly motivated self-starter. * Proficient computer skills and a good math aptitude are required. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $29k-33k yearly est. 5d ago
  • VP Commercial Relationship Manager III

    Ameriserv Financial Bank 4.2company rating

    Pittsburgh, PA job

    When you succeed, we succeed - After more than 100 years, it's a philosophy we know works. We value our employees' aspirations, opinions, and vision for the future of our company and our communities. AmeriServ offers the following benefits to eligible employees and family members: * Medical, Dental and Vision Insurance * Short and Long Term Disability * Life and Accidental Death Insurance * Supplemental Life Insurance * 401(k) Retirement Plan * Paid Time Off * Holidays AmeriServ is an Equal Opportunity Employer. Summary Objective: Primary responsibility of this position is to develop and expand profitable commercial relationships by identifying financial needs and recommending appropriate solutions. Key areas of focus include loans, business services, deposits, related retail, and trust services. Responsibility includes the ability to assess financial performance in a variety of industries, understand and interpret the underwriting process, credit policy and procedures, structure credit relationships and maintain strong customer service standards. Essential Functions: 1. Achieve established goals in loan, deposit, and fee production through the development of new and expansion of existing relationships. 2. Implement a comprehensive business development calling program to fulfill the corresponding goals by targeting existing customers, prospects, and center of influence contacts. 3. Expand business customer's retail and trust relationships by actively profiling needs, cross selling appropriate solutions and referring opportunities / leads to partners within the bank. 4. Understand and comply with the objectives of the internal sales management system (Sales Tracker) to track and update new business opportunities, maintain customer profiles, and record calls. 5. Apply necessary credit and financial analysis skills to prioritize opportunities, assess risk and appropriately structure credit requests. 6. Develop and effectively deliver credit presentations to appropriate approval authorities including the identification of strengths, weaknesses, mitigants, and recommendations for approval of credit requests. 7. Assure that the loan portfolio is properly rated and managed to reduce risk and maintain compliance with external regulations and internal policies. 8. Maintain sufficient Bank and Trust Company product knowledge to identify opportunities and cross sell products and services. 9. Deliver exceptional customer service both internally and externally and fulfill the existing customer service standards within the Bank. 10. Maintain effective, professional and responsive communication both internally and externally at all times. 11. Represent the Bank within the community in a professional manner and be actively involved in a leadership role of appropriate professional, charitable, and civic organizations. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Supervisory Responsibility: This position requires no supervision of employees. Physical Demands: The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound. 4) Specific vision abilities required by this job includes viewing a computer monitor, extensive reading and moderate traveling. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting. Travel: Moderate travel (could include overnight stays). Competencies: 1. Communication Negotiation Proficiency 2. Computer Skills 3. Leadership Skills 4. Customer/Client Focus 5. Deadline Oriented 6. Analytical Skills 7. Ethical Conduct Required/Preferred Education and Experience: A bachelor's degree in accounting, business, or economics (with a heavy concentration of accounting) or equivalent education and experience is needed along with a minimum of ten (10) years banking experience with at least seven (7) years of intense commercial and mortgage lending experience.
    $98k-134k yearly est. 1d ago
  • Sales Call Center Rep.

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    The Senior Sales Call Center Rep. in the Account Sales department is responsible for generating new consumer loans and credit cards via proactive outbound solicitation calls to existing Dollar Bank customers as well as generating and maximizing any loans and credit card inquiries when assigned to handle inbound calls. This includes, assessing their needs and matching them with new and additional products and services. This role is required to achieve ambitious monthly and yearly goals for the department, as well as achieve service level goals such as CSAT, quality score, and call handling time. This position will also field inbound leads via email, and chat requests. The successful Lead Lending Solutions Specialist will be responsible for effective communication with all departments that are involved with the processing of new loan and credit card requests. This includes providing any necessary documentation or answering any outstanding questions that will lead to the expedient processing of the customer's application. You will work a rotating schedule including some evenings and Saturdays. You will have the opportunity to work a hybrid schedule after successfully completing training and supervisor approval. Education and Experience Requirements: High School Diploma/GED required. Three (3) years of proactive sales experience required, with demonstrated experience meeting goals including via outbound or telemarketing calls and lead generation. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Must be service-oriented with strong people skills to assess customer needs and respond to questions. Proven critical thinking and problem-solving skills. Able to patiently communicate with customers and departments with diplomacy and tact. Excellent written and verbal communication skills including active listening. Proficient in a variety of computer applications Competent to work independently and in a team environment. Be flexible and able to adapt to changing priorities. Good organizational and time management skills. Essential Functions: Make outbound calls to existing Dollar Bank customers to retain and expand their relationship with the bank to include new loan and credit card products. Assess customer needs through effective listening and questioning in order to recommend solutions including additional products and services. Handle inbound product related calls and show the consistent ability to upsell and maximize these inquiries. Consistently provides the highest level of customer service meeting quality standards when aiding new and existing customers within the markets we serve. Ensure the accuracy of the information provided to customers. Maintain proficient knowledge of Dollar Bank's products, services, regulations, policies, and procedures, participating in regular product and customer service training throughout employment. Recommend and open several types of retail accounts. Act as a liaison with other departments in solving customer issues. Strive to meet established goals and establish loyal customer relationships. Achieve monthly goals which may include sales goals, CSAT, quality scores and call handling time. Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A
    $28k-33k yearly est. 1d ago
  • Portfolio Manager

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    The Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.). Responsible for portfolio reporting and monitoring related to risk and compliance. Logistical/operational oversight (liaison) between Corporate Banking, Underwriting, Credit and Commercial Loan Operations. This is a hybrid position which requires in office hours. Qualifications: * College degree or commensurate experience. * Minimum of two (2) years in credit, lending, underwriting and/or portfolio management. * Knowledge of federal banking rules and regulations pertaining to commercial lending. * Strong written and oral communication skills with the ability to engage in financial/analytical conversation and recommendation. * Knowledge of commercial credit policies, procedures, and loan documentation. * Proficiency in Microsoft Word and Excel. Principal Activities and Duties: * Manage departmental workflow and prioritization. * Manage loan administration of syndicated and participated credits. * Ensures the department provides professional, courteous and efficient service to all internal and external customers. * Provide direction and support to loan administration staff within the department (e.g. loan onboarding, problem resolution, treasury management, etc.). * Review, prioritize and coordinate portfolio administration requirements including: o Annual reviews and renewals. o Financial statement monitoring/collection. o Expired/missing insurance. o Document and/or collateral exceptions. o General ledger reconciliation; and o Beneficial owner compliance. * Provide ongoing portfolio monitoring and assessment reporting (weekly, monthly, quarterly, annually). * Maintain a thorough knowledge of, and compliance with, banking regulations and adherence to bank policies and procedures. * Review, organize and analyze financial information relating to existing and new Corporate Banking customers. * Utilization of software/technology platforms including: o Bank mainframe o Shaw System o Nautilus o Goldmine o PrecisionLender o TValue All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions
    $95k-117k yearly est. 1d ago
  • Business Development Officer (Sales)

    Ameriserv Financial Bank 4.2company rating

    Johnstown, PA job

    This territory primarily focuses on Western Pennsylvania. SUMMARY OBJECTIVE: This role is designed for a motivated, growth-oriented professional who is eager to build a career in trust and wealth management by generating new relationships, new accounts, and new assets under management (AUM). ESSENTIAL FUNCTIONS: Initial focus will be on outbound business development activities, including identifying prospects, initiating contact, and scheduling meetings for senior business line managers. Over time, the position will evolve into an independent business development role with responsibility for managing a personal pipeline and bringing on new business. Business Development & Sales Activity 1. Proactively identify and pursue new business opportunities for AmeriServ's Trust and Wealth Services platform. 2. Execute outbound business development activity: including direct in-person outreach, phone calls, emails, and other prospective efforts to generate qualified meetings. 3. Schedule and coordinate meetings between prospective clients and senior Trust and Wealth professionals. 4. Maintain consistent outreach activity aligned with business development goals and metrics. Pipeline Development & Deal Support 1. Coordinate with senior business line managers throughout the sales process, including follow-up and internal communication to help ensure opportunities progress and close. 2. Over time, develop and manage an individual pipeline of prospects, including leading meetings and advancing opportunities independently. 3. Track activity, prospects, and opportunities using internal systems. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. SUPERVISORY RESPONSIBILITY: This position does not require supervision of employees. WORK ENVIRONMENT: This job operates in a professional work environment with client visits and outside professional work activities. PHYSICAL DEMANDS: The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing - perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound. 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading along with travel as required. Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. TRAVEL: Extensive travel is required. Rolling month average will be 3 weeks predominantly in-market travel and 1 week in-office remote work. Travel will include visiting prospects, attending networking events, and others as assigned, as well as visiting headquarters in Johnstown, PA. COMPETENCIES: 1. Strong Communication Proficiency 2. Strong Sales Skills 3. Customer/Client Focus 4. Strong Coaching/Development Skills 5. Deadline Orientated 6. Ethical Conduct 7. Computer Skills REQUIRED/ PREFERRED EDUCATION and EXPERIENCE: A bachelor's degree in business, finance or a related field required. In lieu of a bachelor's degree, a high school education/GED with prior experience in sales, business development, banking, financial services or a related field required. Exposure to trust services, wealth management, or fiduciary concepts is a strong plus, but not mandatory. Comfort with outbound outreach and persistence in pursuing long-term opportunities. Strong communication skills and the ability to engage professionally with clients, prospects, and internal partners. Highly motivated, self-directed, and comfortable working toward defined activity and performance goals.
    $72k-107k yearly est. 8d ago
  • Branch Manager, East Region

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    The Branch Manager I, participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for fostering a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager I is enhancing team performance through individualized coaching sessions and holding team members accountable for their goals. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. This position requires travel to multiple branch locations within the East Region. These branch locations include: Braddock Hills, Penn Hills, Oakland, Squirrel Hill, Greengate, Hyndman, Ligonier, Scottdale, Westmoreland, Mt. Pleasant. Travel reimbursement is provided once milage threshold is met. Education and Experience Requirements: * Candidate must have one of the following: o Bachelor's Degree with three years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with seven years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with three years of retail banking experience as a Branch Manager. * Retail Banking and business development experience preferred. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately * Computer literacy to access account information and process transactions * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $70k-87k yearly est. 1d ago
  • PERSONAL BANKER II, Fox Chapel

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA job

    As a Personal Banker, you are part of a team whose primary focus is to provide exceptional customer service. You will engage in thoughtful interactions to build and grow customer relationships by suggesting banking products and services (e.g. checking, savings, credit cards, loans, digital banking) to meet their needs. You will complete a four month training program in which you will learn how to make recommendations while utilizing a consultative sales approach. Qualifications: *High school diploma/GED required *College degree or a minimum of one year demonstrated ability to deliver outstanding customer service in financial services or retail industry required. *Must have excellent written and verbal communication skills to include professional grammar and demeanor. *Ability to travel as needed to training. *Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principle Activities and Duties: *Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services at account opening and all service interactions in the branch. This will be achieved by effectively utilizing the customer conversations and through lobby engagement while always maintaining the highest level of professional, integrity, and ethics. *Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts. *Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner. *Adhere to all established branch operational processes and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $30k-35k yearly est. 5d ago

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