Service Associate jobs at Eastern Bank

Starting Rate: $22.00 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities: Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable business lines (i.e. consumer lending) Makes referrals to other bank business lines and third-party partners Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio Responsible for operational compliance and adherence to policy Handles daily account maintenance and other service issues as necessary Understands and provides support in achieving quarterly sales Teller Duties: Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts Cash checks for customers and non-customers according to bank policy Process and properly record the sale of monetary instruments (i.e. official bank checks) Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments Process foreign currency purchases and sales Process various types of loan payments and credit card cash advances Relative to all duties, must adhere to all bank policies and procedures Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other. Qualifications: Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor. Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate. High school diploma or equivalent required 1-2 years of sales experience in a retail, financial services or hospitality environment preferred. Some banking experience is preferred (e.g., teller or otherwise) is a plus. Basic business acumen and professionalism is a must. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to build relationships and strong alliances across the organization. Ability to quickly learn all details about the products and services offered by the bank. Working Conditions: Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact. Incumbent must be able to transport items weighing 15 pounds or more.

Job DescriptionDescription: Our Mission: To deliver great rates that save our members money, provide easy access that saves them time, and offer remarkable service that preserves their peace of mind. Our Vision: To be the lifelong trusted partner of more and more members as they pursue their dreams. Our Purpose in Deposit Servicing: To ensure accurate and timely processing of member transactions, maintain compliance, and deliver exceptional service that builds trust and supports financial well-being. Who We're Looking For We're seeking a Deposit Servicing Associate who is: Detail-oriented and organized - You thrive in a fast-paced environment and ensure accuracy in every task. A proactive problem solver - You take initiative to resolve issues and improve processes. A collaborative team member - You work well with others and contribute to team success. Customer-focused - You deliver exceptional service and build lasting relationships. What You'll Do Process and reconcile member transactions including ACH, wire transfers, and check items. Maintain and audit IRA and Term Share Account records, including distributions and death claims. Support Visa and debit card servicing including loan setups, fraud reporting, and inventory monitoring. Research and resolve transaction discrepancies and member inquiries. Participate in team huddles, training, and continuous improvement initiatives. What You Bring High school diploma required; college degree preferred. Minimum one year of experience in deposit servicing or a related financial services role. Strong attention to detail and organizational skills. Ability to work independently and manage multiple priorities. Proficiency in Microsoft Office Suite and internal systems. Demonstrated competencies in teamwork, member/customer focus, interpersonal skills, accountability, flexibility, self-starting, and appreciating others. What We Offer Competitive compensation with performance-based incentives. Virtual-first work environment. Comprehensive benefits package including: Medical, dental, and vision insurance Life and disability insurance 401(k) with match and a pension plan Paid vacation, sick, and personal time Student loan paydown program Ongoing training and a supportive, growth-focused culture. A collaborative team environment where your contributions are recognized and valued. Job Status: Non-Exempt Pay Range: $22.00 - $26.00 per hour, commensurate with experience. Direct Federal Credit Union is an Equal Opportunity Employer (M/F/D/V). Requirements:

As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents, prepare and review periodic Net Asset Valuations, and coordinate with various internal and external stakeholders. This role provides an opportunity to enhance your accounting skills, work with a diverse team, and contribute to one of the largest fund and portfolio administration businesses in the industry.The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. **Job Responsibilities:** + Maintain the books and records of Hedge/Hybrid and Private Equity funds + Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database + Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures + Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments + Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal + Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests + Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations **Required qualifications, capabilities, and skills:** (PGL(HU1) + Bachelor's Degree in Accounting, Finance or related field + 3+ years' experience in an accounting role + Knowledge of US Generally Accepted Accounting Principles for Investment Funds + Familiar with Private Equity & Hedge fund structures + Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities + Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion + Proficiency in Microsoft Office product suite and strong MS Excel skills **Preferred qualifications, capabilities, and skills:** + Professional accounting qualification (CA, CPA) a plus + Experience with Investran or similar integrated Private Equity system a plus + Experience at a Big 4, PE firm or fund administrator JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $76,000.00 - $135,000.00 / year; New York,NY $76,000.00 - $135,000.00 / year; Jersey City,NJ $76,000.00 - $135,000.00 / year

J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities: Maintain the books and records of Hedge/Hybrid and Private Equity funds Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations Required qualifications, capabilities, and skills Bachelor's Degree in Accounting, Finance or related field 3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator Knowledge of US Generally Accepted Accounting Principles for Investment Funds Familiar with Private Equity & Hedge fund structures Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion Proficiency in Microsoft Office product suite and strong MS Excel skills Preferred qualifications, capabilities, and skills Professional accounting qualification (CA, CPA) a plus Experience with Investran or similar integrated Private Equity system a plus

As an Associate in J.P. Morgan Alternative Fund Services, you will be part of a dynamic team that administers over $950 billion in assets globally. You will maintain the books and records of Hedge/Hybrid and Private Equity funds, review fund governing documents, prepare and review periodic Net Asset Valuations, and coordinate with various internal and external stakeholders. This role provides an opportunity to enhance your accounting skills, work with a diverse team, and contribute to one of the largest fund and portfolio administration businesses in the industry.The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities: Maintain the books and records of Hedge/Hybrid and Private Equity funds Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations Required qualifications, capabilities, and skills:[PGL(HU1] Bachelor's Degree in Accounting, Finance or related field 3+ years' experience in an accounting role Knowledge of US Generally Accepted Accounting Principles for Investment Funds Familiar with Private Equity & Hedge fund structures Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion Proficiency in Microsoft Office product suite and strong MS Excel skills Preferred qualifications, capabilities, and skills: Professional accounting qualification (CA, CPA) a plus Experience with Investran or similar integrated Private Equity system a plus Experience at a Big 4, PE firm or fund administrator

The Home Equity Customer Liaison II will be responsible for outreach and support of home equity applicants from all sources throughout the loan process. The Customer Liaison will review application data for completeness and communicate with applicants by phone and email to welcome, thank, set expectations, ensure applicant understands the selected product/ pricing and promote the use of technology. The Liaison will be the main point of contact and will assist the processing and underwriting teams to create a seamless and efficient process, an exemplary customer experience, and regulatory compliance. Key Responsibilities Customer Experience and Loan Support * Complete a comprehensive application review to gain an understanding of the loan scenario to deliver a "clean file" to loan processors, including income, employment, property and vesting information. * Make timely outbound calls to home equity applicants to welcome customers, collect data, confirm product and customer information, set expectations and answer questions. * Promote digital tools, educate customers on available technology, product requirements and parameters. * Assist customers with providing and uploading required documentation and delivering updates and communicating loan decisions. Compliance, Quality and Reporting * Use available technology to track calls and report success to enable the reporting of results and efficiencies gained. * Report trends in customer questions, requests and issues to management, to better understand customer needs and behavior and implement process improvements * Partner with team managers, retail branches and operations teams to foster relationships and maintain best practices and regulatory compliance. * Stay current on home equity products, regulations, workflow and digital processes. Skills and knowledge * Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies as they pertain to the position * Ability to manage multiple priorities and meet critical deadlines * Ability to understand Bank policies and procedures * Excellent organizational, communication and problem-solving skills * Warm, engaging and confident telephone skills * Ability to work well in a fast paced, team environment * Ability to use online resources/tools to provide information and guidance to internal and external customers Qualifications * 1+ years of mortgage/home equity/consumer loan experience * Proficient in various lending technologies and digital processes Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Polish National Credit Union stands strong as a full-service, member-owned credit union, offering a complete line of personal and business banking products, financial and insurance products, and services. Since our inception in 1921, Polish National has grown to meet the needs of our communities. We proudly support the community through non-profit and educational initiatives. An important aspect of all positions at the credit union is to fulfill our mission “To Grow Lasting Relationships to Improve People's Lives.” We are currently seeking a self-motivated, energetic individual to join our team as a part time Insurance Services Associate. The ideal candidate will have strong interpersonal and communication skills, eager to make an impact with a strong work ethic. Proficiency in MS Excel, Word, and Outlook is required. There is a high potential for growth in this position, with the opportunity to become a licensed producer with commission opportunities to propel your career to new heights. Don't miss the chance to redefine your career and be a key player as part of the PNCU Insurance Services team. Experience preferred but not required. We are committed to providing fair and equitable compensation opportunities for all team members. We take pride in offering growth and professional development opportunities that support our employees' continued success. Our compensation practices allow team members to progress through the salary range over time as they grow in their roles. The actual base pay offered will be determined based on factors including, but not limited to, a candidate's skill, relevant experience, and work location. Responsibilities: Responsible for creating an exceptional member service experience for our members and assisting all agency staff. Will manage account documentation and follow-ups to ensure our member's needs are met. Service all aspects of customer accounts (policy changes, binder preparation, billing questions, coverage inquiries Support Producer through new business acquisition process Maintain existing book of business through renewal review process. Handle correspondence with insurers, insureds, & co-workers in a timely manner Handling inbound/outbound calls and answering questions from members regarding their automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage. Quoting and preparing automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage. Handling annual reviews of existing customers, and verifying information on the policy is correct. Assisting clients in processing claims. Handle day-to-day operations, endorsements, claims, and payments. Work with the agency management system to record daily deposits and handle downloads of new business and endorsements. Calculating and quoting premium rates for specific policies. Anticipating future needs and calling on established clients to renew and upgrade accounts. Developing long-term relationships. Cross-sells PNCU products (referrals) to members and potential members, as well as have a basic understanding of the products and services the credit union has to offer. Benefits: Polish National Credit Union offers an attractive compensation and benefits package, including health, dental, vision, flexible spending accounts, generous 401(k) with employer match, student loan repayment program, and tuition assistance. Equal Opportunity Employer Our Credit Union is an equal-opportunity employer. All applicants will be considered regardless of race, color, creed, religion, sex, sexual orientation, national origin, age, marital or veteran status; medical condition, disability; genetic information, or any other legally protected status. Equal access to the hiring process, services, and employment is available to all persons. Requirements · High school diploma or equivalent · Strong interpersonal and communication skills · Superior organizational, and problem-solving skills · Self-directed motivations, innovation, and accuracy within tasks assigned · Results-oriented and able to prioritize multiple tasks · Proficient knowledge of Microsoft Office · Excellent verbal and written communication skills · Strong attention to detail Salary Description $18.50 - $27.75 an hour

The Home Equity Customer Liaison II will be responsible for outreach and support of home equity applicants from all sources throughout the loan process. The Customer Liaison will review application data for completeness and communicate with applicants by phone and email to welcome, thank, set expectations, ensure applicant understands the selected product/ pricing and promote the use of technology. The Liaison will be the main point of contact and will assist the processing and underwriting teams to create a seamless and efficient process, an exemplary customer experience, and regulatory compliance. Key Responsibilities Customer Experience and Loan Support Complete a comprehensive application review to gain an understanding of the loan scenario to deliver a “clean file” to loan processors, including income, employment, property and vesting information. Make timely outbound calls to home equity applicants to welcome customers, collect data, confirm product and customer information, set expectations and answer questions. Promote digital tools, educate customers on available technology, product requirements and parameters. Assist customers with providing and uploading required documentation and delivering updates and communicating loan decisions. Compliance, Quality and Reporting Use available technology to track calls and report success to enable the reporting of results and efficiencies gained. Report trends in customer questions, requests and issues to management, to better understand customer needs and behavior and implement process improvements Partner with team managers, retail branches and operations teams to foster relationships and maintain best practices and regulatory compliance. Stay current on home equity products, regulations, workflow and digital processes. Skills and knowledge Responsible for knowing and ensuring compliance with applicable laws, regulations and guidelines, as detailed in policies as they pertain to the position Ability to manage multiple priorities and meet critical deadlines Ability to understand Bank policies and procedures Excellent organizational, communication and problem-solving skills Warm, engaging and confident telephone skills Ability to work well in a fast paced, team environment Ability to use online resources/tools to provide information and guidance to internal and external customers Qualifications 1+ years of mortgage/home equity/consumer loan experience Proficient in various lending technologies and digital processes Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more! At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Have you been thinking about working for a company that offers advancement opportunities, is more fulfilling, understands work-life balance, and where you can make a difference? Whether you are looking for your first job or thinking about a career change, Katahdin Trust Company could be the right fit for you! When you join the Katahdin team, you will become a part of a growing organization committed to helping the communities we serve to grow and prosper. You will become a part of one of the "Best Places to Work in Maine," committed to helping our employees succeed. We will provide you with the tools, resources, and educational opportunities to foster and grow your career with us! We offer a generous benefits package to include Health, Dental, Vision, Profit Sharing, 401(k) match, Employee Stock Ownership Plan, paid time off, and more! Find yourself in banking and join Katahdin Trust! We are currently accepting applications for a: Commercial Services Associate, Springer Drive Bangor Responsibilities include: * Assist loan officers with preparing loan presentations and documentations * Initiate customer contact regarding billings, loan payments, and fees * Verify loan correctness in operating system * Process loan payoffs * Resolve customer inquiries Qualifications include: * Associates degree or equivalent; or one-year related experience or training; or equivalent combination of education and experience * Excellent customer service skills * Flexible and work well in a team environment * Fully computer literate * Ability to read and interpret documents * Ability to calculate figures such as interest, commissions, and percentages * A clean criminal background history and satisfactory to Bank standards credit report are required

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting. We are hiring entry level through senior level associates so all experience levels are encouraged to apply. Essential Duties and Responsibilities: * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings * Consistently provide a high level of consultative proactive client service in a professional manner. * Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues. * Ensure inquires and issues are resolved and service levels are met. * Provide thorough, high quality research, problem solving and issue resolution * Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. * Participates in creating a strategy with Relationship manger to ensure client retention. * Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy. * Assist in the management of vendor relationships on behalf of clients and partner. * Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager. * Achieve individual and team goals for service levels, growth and retention for assigned book of business. * Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk. * Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients. * Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience. * Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. * Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.). * Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients. * Educate client regarding plan features, product capabilities or Ascensus functionality and process. * Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process. * Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise. * Provide training to members of team as opportunities arise. * Perform other duties and participate in or lead special projects as assigned. Minimum Requirements: * Bachelor's degree or equivalent work experience. * Direct client experience and Retirement Services industry experience or thorough knowledge preferred * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred. * Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base. * Excellent presentation skills, business etiquette, client service skills and time management. * Demonstrated professionalism in all aspects of the role. * Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. * Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred. * Excellent analytical and problem resolution skills. * Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype). * Ability to work in a team environment to ensure common goal of providing exceptional client service. * Ability to work well under pressure with multiple priorities and deadlines in a demanding environment. * Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Ability to work extended hours to meet business needs as required. * Quality focus with attention to detail. * Handle other essential tasks as assigned. The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Full-time Description Role. As a Customer Service Professional, you will be responsible to help grow and maintain our Insurance Agency by actively living out our Customer Obsessed core value. In the insurance agency business, renewals of existing policies are critical to the agency's success. This role will focus primarily on serving existing customers and putting into practice the knowledge and skills necessary to maintain and increase the renewal of that business. Specific responsibilities may include but are not limited to: NexGen Training Phase: Contribute to the success of the Customer Obsessed Service Team through assigned Customer Service Workflow task. Learn about all aspects of the Agency's operations in order to have a solid foundation from which to advance professionally into future roles Prepare for and pass the Massachusetts Property & Casualty Agent exams Customer Service Professional: Serve as the agency's primary customer-facing point person for existing customers Take personal ownership for resolving customer inquiries; Through both behavior and communication, instill confidence that “you've got this”; Using customers' preferred media, respond in a professional, timely manner to all inquiries; Scrupulously maintain customer records and information Contact clients to confirm receipt and /or request return of completed forms; Advise clients on new and/or additional insurance needs while explaining coverage's; Align with radius' core values; and Other duties as assigned Secondary Duties (as required). Administrative, agency systems upkeep tasks Impact Metrics. Renewals: Renewal rate of assigned customer accounts Velocity: Consistently meet/exceed service turnaround times) Requirements - Strong attention to detail with the ability to work with a high degree of accuracy; - Strong critical thinking and problem-solving skills; - Ability to manage multiple projects and assignments in a timely manner; - Excellent organizational and time management skills; - Strong interpersonal skills (oral and written) skills; - Ability to embrace change and work in a face-paced environment Requirements. - Strongly preferred: Acquisition of Massachusetts Personal Lines or Property & Casualty insurance license is required.

JobID: 210682294 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities * Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models * Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research * Develop an understanding of clients' Treasury cash management structure and objectives * Coordinate with product partners to develop comprehensive Treasury solutions * Develop and understand competitors' products and positioning within the client & market * Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately * Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills * Bachelor's Degree * Three+ years' relevant banking and treasury experience * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures * Proficiency in Microsoft Office (PowerPoint, Excel and Word) * Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills * Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions * Sales, portfolio management or relationship management experience * Qualitative and quantitative skills

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research Develop an understanding of clients' Treasury cash management structure and objectives Coordinate with product partners to develop comprehensive Treasury solutions Develop and understand competitors' products and positioning within the client & market Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills Bachelor's Degree Three+ years' relevant banking and treasury experience Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment Superior verbal and written communication skills with the ability to mobilize internal networks and resources Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures Proficiency in Microsoft Office (PowerPoint, Excel and Word) Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions Sales, portfolio management or relationship management experience Qualitative and quantitative skills

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Full-time Description We are looking for a Treasury & Business Services Officer II to join our Retail team in Southern New Hampshire. The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customer service. The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team. Requirements Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions. Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business. Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships. Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients. Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements. Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers. Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements. Provides an exceptional level of quality service for internal and external customers. Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies Location: This is a hybrid role based out of Keene, New Hampshire. What You Bring Bachelor's degree, or equivalent work experience 10 or more years of sales experience in the commercial banking industry Expert sales and new business development skills Excellent customer service/relations skills History of meeting and exceeding deposit and revenue goals CTP strongly preferred Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member. Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect. Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills. Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner. Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail. Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly. Must maintain confidentiality and privacy Professional appearance; grooming and dress consistent with MB appearance policy If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you! Why Mascoma Bank? Strong culture of belonging with a team that values creativity, new perspectives, and innovation. Community first minded. We care about our employees and the communities we serve. Competitive compensation. Flexible work environment with onsite, remote and hybrid opportunities. Career development and internal career mentorship. Comprehensive health care, dental care, and vision. 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service. Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off. Tuition Reimbursement. Student Loan Paydown and so much more! Background and Credit Check As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations. Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements. Our Commitment to Belonging! The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves. Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************. Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V. Salary Description $82,237 - $106,908

Apply Description Navigator Credit Union is currently recruiting for a part time Financial Service Officer. We have FSO positions available in Navigator's MS region. During the interview process a specific location cannot be promised due to business and organizational needs at the time of any potential offer. In this region, we have branches in Gulfport, D'iberville, Ocean Springs, Gautier, Jackson Ave, Hurley, Vancleave and Moss Point. Although a home branch will be assigned, branch employees may be asked to cover at other branches within that region. If you have a passion for exceptional service, relationship building, and want to be a part of a team that focuses on creating substantial value in the communities we serve, while exceeding goals, we want to hear from you! We encourage all interested, qualified candidates that enjoy working in a fast paced environment to apply. Navigator Credit Union is an Equal Opportunity Employer. Navigator does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. ROLE: · Serves as a Financial Advisor responsible for providing financial s solutions which include but are not limited to opening new accounts, referring applications, answering member questions, problem solving, and owning the member experience. Responsible for having conversations with members and prospective members about financial products/services that may save them time, money, or create a convenience. Must maintain a thorough knowledge of all products/services offered by the credit union, including mobile banking and other technical services. Responsible to provide an exceptional member experience and own the member's needs. DESCRIPTION OF DUTIES: · Builds relationships with members via several different channels by having effective conversations about banking needs and financial goals. Channels include but are not limited to face to face, over the phone, online banking, electronic communications, and business visits. · Meets with members for all banking needs from basic transactions to more complex financial needs. · Responsible for building relationships in the Community and positively representing Navigator Credit Union. · Assist members by teaching to manage money wisely, make sound financial decisions, and achieve financial stability in life. · Must be knowledgeable on providing tips/resources on building credit scores, budgeting and helping members set up financial goals. · Able to have consultative conversations with members to proactively offer Credit Union products and services to have members expand their relationship with the Credit Union. Support and promote the features and benefits of our products and services. · Performs administrative duties, including system data entry and information retrieval, as need to support members service duties, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures. · Works on special projects and performs other duties as instructed or assigned by the Supervisor. · Must be able to perform multiple roles within the branch. · Must display a positive, self-starter disposition when dealing with internal and external members · Demand of myself, and others, the highest levels of integrity, leadership, accountability and teamwork. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. EXPERIENCE: · 2+ years' direct customer service experience required · Sales experience preferred EDUCATION: · High School diploma or equivalent is required. SPECIFIC SKILLS: · Above average communication skills; verbal and written. · Must successfully complete financial counselor certification program within first 6 months in position. · Above average problem solving skills, while understanding ownership of the member experience. · Self-motivated, trustworthy and a strong work ethic · Ability to work independently and as part of a team · Able to speak to various sizes groups · Able to lead by example · Ability to work in a fast paced environment while prioritizing tasks and meeting deadlines · Proven ability to cross sell and achieve established branch and individual goals ADA REQUIREMENTS: PHYSICAL REQUIREMENTS: · Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Sits more than 6 hours a day. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS: · Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL REQUIREMENTS: · Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

We are a family owned and operated business, which means that we will always provide you with a positive and professional enviroment for you and all your automotive needs. We are proud of the team that we have here at Foss Motors and are looking for professionals who can provide the level of service our customers deserve. If you're interested in a fast paced and exciting work environment that also offers fantastic benefits, apply here! RESPONSIBILITIES: Meet with customers and determine their needs for repair and/or service of their vehicle issues Increase customer satisfaction by building customer relations. Maintain the company's standards for ethical business practices, professional image, orderliness, customer service and good employee and community relations. Monitor the progress of each vehicle throughout the day, and updating customers frequently Increase profitability by maximizing sales & execute retail promotions. Responsible for overseeing the technician working on customer's vehicle including their time management/efficiency, parts ordering, job completion times. Oversee and participate in quality control. Participate in the development and documentation of Standard Operating Procedures as appropriate. REQUIREMENTS: High School Diploma or equivalent. Valid CDL Accredited training in service advisor skills, customer satisfaction and quality control. Automotive service advisor experience. Ability to read, write and speak English fluently. Ability to concentrate and accomplish tasks despite interruptions. Ability to perform a variety of tasks simultaneously. Proficient use of computers/business machines BENEFITS: Health/Dental/Vision Insurance Life Insurance Paid Training Paid Vacation Family owned and operated Positive and professional environment Paid for lease (Sales who hit specific quota) Uniforms provided (Service) Speciality tools provided (Service)

Apply Description Navigator Credit Union is currently recruiting for a full time Financial Service Officer. We have FSO positions available in Navigator's MS region. During the interview process a specific location cannot be promised due to business and organizational needs at the time of any potential offer. In this region, we have branches in Gulfport, D'iberville, Ocean Springs, Gautier, Jackson Ave, Hurley, Vancleave and Moss Point. Although a home branch will be assigned, branch employees may be asked to cover at other branches within that region. If you have a passion for exceptional service, relationship building, and want to be a part of a team that focuses on creating substantial value in the communities we serve, while exceeding goals, we want to hear from you! We encourage all interested, qualified candidates that enjoy working in a fast paced environment to apply. We provide paid vacation after 90 days, paid holidays, 401k with a company match, medical, referral bonus, and several other benefits after 30 days employment for our team members including incentive opportunities. Navigator Credit Union is an Equal Opportunity Employer. Navigator does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. ROLE: · Serves as a Financial Advisor responsible for providing financial s solutions which include but are not limited to opening new accounts, referring applications, answering member questions, problem solving, and owning the member experience. Responsible for having conversations with members and prospective members about financial products/services that may save them time, money, or create a convenience. Must maintain a thorough knowledge of all products/services offered by the credit union, including mobile banking and other technical services. Responsible to provide an exceptional member experience and own the member's needs. DESCRIPTION OF DUTIES: · Builds relationships with members via several different channels by having effective conversations about banking needs and financial goals. Channels include but are not limited to face to face, over the phone, online banking, electronic communications, and business visits. · Meets with members for all banking needs from basic transactions to more complex financial needs. · Responsible for building relationships in the Community and positively representing Navigator Credit Union. · Assist members by teaching to manage money wisely, make sound financial decisions, and achieve financial stability in life. · Must be knowledgeable on providing tips/resources on building credit scores, budgeting and helping members set up financial goals. · Able to have consultative conversations with members to proactively offer Credit Union products and services to have members expand their relationship with the Credit Union. Support and promote the features and benefits of our products and services. · Performs administrative duties, including system data entry and information retrieval, as need to support members service duties, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures. · Works on special projects and performs other duties as instructed or assigned by the Supervisor. · Must be able to perform multiple roles within the branch. · Must display a positive, self-starter disposition when dealing with internal and external members · Demand of myself, and others, the highest levels of integrity, leadership, accountability and teamwork. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. EXPERIENCE: · 2+ years' direct customer service experience required · Sales experience preferred EDUCATION: · High School diploma or equivalent is required. SPECIFIC SKILLS: · Above average communication skills; verbal and written. · Must successfully complete financial counselor certification program within first 6 months in position. · Above average problem solving skills, while understanding ownership of the member experience. · Self-motivated, trustworthy and a strong work ethic · Ability to work independently and as part of a team · Able to speak to various sizes groups · Able to lead by example · Ability to work in a fast paced environment while prioritizing tasks and meeting deadlines · Proven ability to cross sell and achieve established branch and individual goals ADA REQUIREMENTS: PHYSICAL REQUIREMENTS: · Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Sits more than 6 hours a day. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS: · Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL REQUIREMENTS: · Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Navigator Credit Union is currently recruiting for a full time Financial Service Officer. We have FSO positions available in Navigator's MS region. During the interview process a specific location cannot be promised due to business and organizational needs at the time of any potential offer. In this region, we have branches in Gulfport, D'iberville, Ocean Springs, Gautier, Jackson Ave, Hurley, Vancleave and Moss Point. Although a home branch will be assigned, branch employees may be asked to cover at other branches within that region. If you have a passion for exceptional service, relationship building, and want to be a part of a team that focuses on creating substantial value in the communities we serve, while exceeding goals, we want to hear from you! We encourage all interested, qualified candidates that enjoy working in a fast paced environment to apply. We provide paid vacation after 90 days, paid holidays, 401k with a company match, medical, referral bonus, and several other benefits after 30 days employment for our team members including incentive opportunities. Navigator Credit Union is an Equal Opportunity Employer. Navigator does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. ROLE: · Serves as a Financial Advisor responsible for providing financial s solutions which include but are not limited to opening new accounts, referring applications, answering member questions, problem solving, and owning the member experience. Responsible for having conversations with members and prospective members about financial products/services that may save them time, money, or create a convenience. Must maintain a thorough knowledge of all products/services offered by the credit union, including mobile banking and other technical services. Responsible to provide an exceptional member experience and own the member's needs. DESCRIPTION OF DUTIES: · Builds relationships with members via several different channels by having effective conversations about banking needs and financial goals. Channels include but are not limited to face to face, over the phone, online banking, electronic communications, and business visits. · Meets with members for all banking needs from basic transactions to more complex financial needs. · Responsible for building relationships in the Community and positively representing Navigator Credit Union. · Assist members by teaching to manage money wisely, make sound financial decisions, and achieve financial stability in life. · Must be knowledgeable on providing tips/resources on building credit scores, budgeting and helping members set up financial goals. · Able to have consultative conversations with members to proactively offer Credit Union products and services to have members expand their relationship with the Credit Union. Support and promote the features and benefits of our products and services. · Performs administrative duties, including system data entry and information retrieval, as need to support members service duties, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures. · Works on special projects and performs other duties as instructed or assigned by the Supervisor. · Must be able to perform multiple roles within the branch. · Must display a positive, self-starter disposition when dealing with internal and external members · Demand of myself, and others, the highest levels of integrity, leadership, accountability and teamwork. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. EXPERIENCE: · 2+ years' direct customer service experience required · Sales experience preferred EDUCATION: · High School diploma or equivalent is required. SPECIFIC SKILLS: · Above average communication skills; verbal and written. · Must successfully complete financial counselor certification program within first 6 months in position. · Above average problem solving skills, while understanding ownership of the member experience. · Self-motivated, trustworthy and a strong work ethic · Ability to work independently and as part of a team · Able to speak to various sizes groups · Able to lead by example · Ability to work in a fast paced environment while prioritizing tasks and meeting deadlines · Proven ability to cross sell and achieve established branch and individual goals ADA REQUIREMENTS: PHYSICAL REQUIREMENTS: · Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Sits more than 6 hours a day. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS: · Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL REQUIREMENTS: · Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.