Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. The Universal Associate will travel between ERIEBANK Ashtabula and Mentor offices. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes.
PROVIDE ENHANCED CLIENT SERVICE
Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality.
FOSTER OUR CULTURE
Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business.
PROMOTE DIGITAL AWARENESS
Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications.
FOCUS ON ACCURACY AND ATTENTION TO DETAIL
Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals.
SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required.
Requirements
QUALIFICATIONS, EDUCATION, AND EXPERIENCE:
To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background screening will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
BENEFITS
* Medical, Dental, Vision & Life Insurance
* 401K with company match and profit-sharing program
* Paid Time Off & Recognized Holidays
* Leave policies
* Voluntary Benefit Options (Life, Accident, Critical Illness, & Pet)
* Hospital Indemnity
* Employee Assistance Program
* Employee Health & Wellness Program
* Special Loan and Deposit Rates
* Gradifi Student Loan Paydown Plan
* Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ERIEBANK is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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$40k-85k yearly est. 13d ago
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FCBank, Multi-Experience Agent
CNB Bank 3.3
CNB Bank job in Bucyrus, OH
A MX Agent is responsible for providing exceptional customer service and support to clients through phone calls, emails, digital banking messages, live chats, and interactive ATMs. This includes assisting with transactions, troubleshooting issues, and answering inquiries.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
* Provide prompt and courteous assistance to clients, addressing their inquiries and resolving issues related to banking services.
* Help clients with various transactions, including deposits, withdrawals, and account inquiries, ensuring accuracy and efficiency through an interactive ATM.
* Diagnose and resolve technical problems clients may encounter with ITMs or online banking platforms.
* Ensure each interaction is positive and personalized, making clients feel valued and understood.
* Monitor and maintain performance metrics within established guidelines to ensure service quality and operational efficiency.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
* Respect: Treating all clients and colleagues with dignity and consideration.
* Client Focus: Prioritizing the needs and satisfaction of clients in every interaction.
* Inclusion: Fostering an environment where diverse perspectives are welcomed and valued.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
* Leadership: Demonstrate ability to positively influence others to achieve
* Integrity: Strong business ethics and honest behaviors
* Collaboration: Working effectively with others to achieve common goals
* Volunteerism: A recognized and visible presence serving our communities
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
* Accountability: Taking responsibility for actions and outcomes.
* Innovation: Seeking and applying new ideas and technologies to improve processes.
* Professionalism: Conducting oneself in a manner that reflects well on the organization.
POSITION LEVEL(S) EXPECTATIONS
* Level I: provide exceptional personalized service to clients by means of interactive ATMs, calls, live chat, email, and digital banking messages. They address all service or transaction needs and refer banking products and services as appropriate.
* Level II: complete all requirements of Level I unassisted for one year or more by demonstrating proficiency and expertise with all queues. Support, coach, and mentor Level 1 agents with day-to-day tasks. Facilitates departmental meetings to communicate operational matters and team metrics.
* Level III: complete all requirements of Level II, consistently exceeding all individual goals and supporting team member in meeting their goals. Support management with scheduling, queue management to meet departmental metrics, and on-the job coaching as needed. Takes a leadership role in developing all levels of agents.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
* LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
* TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines, call center phone system, and any other computer programs pertinent to performing job duties.
* MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
* REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
* PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
* Medical, Dental, Vision & Life Insurance
* 401K with company match
* Paid Time Off & Recognized Holidays
* Leave policies
* Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
* Employee Assistance Program
* Employee Health & Wellness Program
* Special Loan and Deposit Rates
* Gradifi Student Loan Paydown Plan
* Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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$28k-34k yearly est. 15d ago
Customer Service Representative (CSR)
United Community Bank 4.5
Remote or Cornelia, GA job
United Community Bank is in search of a Customer Service Representative (CSR) to join our team. As a CSR, you'll play a vital role in delivering top-tier financial solutions and support to our customers. You'll be the face of United, guiding customers through our products and services to help them reach their financial goals--all while providing a positive, seamless experience.
What You'll Do
* Offer exceptional service to meet customer's financial needs and build lasting relationships with a proactive, solutions-focused approach
* Understand and communicate United's products and services, including account types, loan options, and investment products, to help customers make informed choices
* Actively recommend and sell products and services that match customer needs, contributing to United's growth and customer satisfaction
* Address and resolve customer concerns with professionalism and empathy, maintaining a high standard of customer care
* Assist with inquiries, disputes, debit card maintenance, and provide general support to your team to keep operations running smoothly
* Educate customers on option for managing transactions using technology and all other tools and resources available
Requirements For Success
* Minimum of 3 years of prior experience in sales or customer service
* Strong interpersonal skills and a natural ability to connect with others
* Ability to uncover and provide solutions to meet customer needs and provide resolutions
* Knowledge of consumer credit structuring and lending practices
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time non-remote position
FLSA Status:
* Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $32,146.00 - USD $45,185.00 /Yr.
$32.1k-45.2k yearly 6d ago
Regional Treasury Solutions Officer
United Community Bank 4.5
Remote or Raleigh, NC job
This role is responsible for driving the development and retention of Treasury Management revenue across assigned markets. The ideal candidate will implement consultative calling programs to achieve new business and revenue growth targets, working closely with Commercial Relationship Managers and other business partners.
This position involves identifying prospects, preparing proposals, finalizing sales, overseeing service implementation, and developing client retention strategies. The successful candidate will also actively engage with existing clients to ensure satisfaction and identify opportunities to cross-sell additional services.
What You'll Do
* Identify and develop market potential for treasury management and other bank services
* Conduct business development calls on corporate customers, including counties and municipalities
* Maximize non-interest income through product penetration and fee collection
* Sell the bank's suite of treasury management services
* Analyze customer relationships and recommend appropriate banking products
* Establish account setup and oversee implementation of sold products
* Manage controllable expenses to ensure profitability
* Serve as a product expert and provide technical support to customers and internal partners
* Cross-sell additional banking services, including personal accounts
* Participate in community organizations and bank activities to promote the bank's image and services
Requirements For Success
* Bachelor's degree or 5-10 years of experience selling financial services in the public contract area of banking
* Minimum 3 years of experience in a treasury management sales environment
* Proficiency in PC operations and software applications
* Strong working knowledge of banking products including deposit and sweep accounts, account analysis, and loans
* Excellent interpersonal and communication skills
* Proven ability to sell non-traditional bank products in a traditional banking environment
* Effective writing skills for proposals and correspondence
* Strong organizational and time management skills
* Ability to deliver compelling sales presentations and close deals
* Participation in all required compliance training, including Bank Secrecy Act/anti-money laundering training
Conditions of Employment
* Must be able to pass a criminal background check
* This is a full-time, non-remote position
* Up to 25% of travel required
Pay Range
USD $0.00 - USD $0.00 /Yr.
$31k-49k yearly est. 47d ago
Trust Officer
United Community Bank 4.5
Remote or Orlando, FL job
As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews.
Positions available in Orlando, South Miami, and Ponte Vedra FL.
What You'll Do
* Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards.
* Distributions: Ensure timely and accurate income and principal distributions to beneficiaries.
* Risk Management: Identify and mitigate risks associated with trust administration.
* Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals.
* Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents.
* Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts.
* Compliance: Ensure adherence to all applicable laws, regulations, and internal policies.
* Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience.
* Business Development: Build a network of internal and external contacts to attract new client relationships.
* Industry Awareness: Stay current on legal and regulatory developments impacting trust administration.
* Growth & Visibility: Participate in community events to enhance visibility and attract prospects.
Requirements For Success
* Experience & Education
* Bachelor's degree in a business-related field or equivalent experience.
* 5+ years of experience in trust administration.
* Proven success in building and maintaining client relationships.
* Experience settling estates and managing unique assets.
* Skills & Competencies
* Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities.
* Ability to work independently and collaboratively within a team.
* Excellent interpersonal skills and professional presence.
* Strong analytical, verbal, and written communication skills.
* Preferred Qualifications
* Advanced certifications such as JD, CTFA, or CFP.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position with flexibility, including evenings and weekends as needed.
FLSA Status:
* Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
$57k-98k yearly est. 36d ago
Senior Credit Officer - Commercial
United Community Bank 4.5
Remote or Greenville, SC job
Job Title: Senior Credit Officer - Commercial United Community is looking for a Senior Credit Officer - Commercial to work with Community Bank Executives and Corporate Banking leadership to achieve high credit quality via the loan approval process.Position can sit in Greenville, SC or Orlando, FL.
What You'll Do
* Work with Community Bank Executives, Commercial Banking Solutions (Specialty Lending Groups) and Regional Credit Managers to promote the credit culture of United Community Bank• Protect the assets of the bank through the proper execution and administration of risk management policies and procedures. Assumes accountability for quality approval decisions and the overall quality of the assigned loan portfolio.• Approve larger credits in a timely and efficient manner helping to ensure customers' expectations are met• Serve as "gatekeeper" for approval of larger credits and assists in enforcing the bank's house limit• Recommends approval of changes in underwriting procedures and policies• Partner with State Presidents and Team Leads within Commercial Banking Solutions to execute on our credit culture, grow the portfolio and maintain strong portfolio credit metrics. • Acts in an advisory and referral role to lenders and analysts in matters of compliance, regulation and policy• Supervise activities of the Regional Credit Managers• Assist in monitoring credit quality including responsibilities for portfolio risk ratings, and oversight of criticized asset and portfolio review meetings• Direct and assist in the preparation of each bank for regulatory examinations. Works directly with bank regulators during the examination process.• Coordinate credit portion of due diligence efforts with regard to new bank acquisitions• Assist in training new lenders and the on-going training on policies, procedures and culture• Perform annual performance reviews along with an effective management plan consisting of goals for staff• Perform other duties as assigned
Requirements For Success
* College degree or equivalent• Minimum 10 years' experience in a regulatory or commercial lending background with at least 5 years of credit approval experience with C&I, Middle Market and Commercial Real Estate.• Strong leadership skills with extensive supervisory and managerial experience and the ability to build strong teams. • Excellent interpersonal and communication skills; and the ability to solve problems. • Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Conditions of Employment
* Must be able to pass a background & credit check• This is a full-time, non-remote position that requires schedule flexibility to work evenings and weekends as needed. • Up to 20% travel required.
FLSA Status: Exempt
Pay Range
USD $0.00 - USD $0.00 /Yr.
$85k-115k yearly est. 12d ago
Model Validation Analyst
United Community Bank 4.5
Remote or Greenville, SC job
United Community is seeking a Model Validation Analyst to conduct independent validations of various models in compliance with SR 11-7. This role supports the annual risk assessment process, maintains the model inventory, assists in planning validation schedules, and prepares model risk-related reporting. The analyst will collaborate with model stakeholders and provide effective challenge throughout the model lifecycle.
What You'll Do
* Perform Independent Validations: Validate models across credit risk, valuation, ALM, fraud, BSA/AML, operations, and marketing.
* Collaborate with Stakeholders: Engage with model owners and developers to assess risk and provide effective challenge.
* Support Risk Assessment: Assist in annual risk assessments and validation scheduling.
* Maintain Model Inventory: Update inventory and track validation findings.
* Prepare Reports: Document validation results and communicate findings to management and governance committees.
* Monitor Performance: Conduct model evaluations and performance reviews.
* Ensure Compliance: Apply regulatory guidance (SR 11-7, OCC Bulletin 2011-12) during validations.
* Research & Improve: Stay current on modeling best practices and validation techniques.
Requirements For Success
Required Skills/Experience/Education:
* Bachelor's degree in Statistics, Econometrics, Economics, Mathematics, or related quantitative field (Advanced degree preferred).
* Minimum 5 years of relevant experience in model risk management, financial modeling, or quantitative analysis.
* Strong quantitative and analytical skills with a critical mindset.
* Proficiency in Python (advanced), R, MATLAB, or SQL.
* Knowledge of risk modeling practices and regulatory requirements (SR 11-7, OCC Bulletin 2011-12).
* Excellent verbal and written communication skills.
Preferred Skills/Experience/Education:
* Advanced degree or certifications in quantitative disciplines.
* Experience with machine learning and advanced statistical modeling.
Supervisory Responsibility
May supervise certain validation activities and mentor junior analysts. May manage validation-related projects.
Working Environment & Physical Demands
* Professional office environment; standard office equipment usage.
* Sedentary work with occasional standing, stooping, and typing.
* Schedule flexibility for evenings/weekends as needed.
* Up to 20% travel required.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.
$60.5k-93.1k yearly 46d ago
Summer 2026 - Corporate Security Intern
United Community Bank 4.5
Remote or Greenville, SC job
Summer Intern - Corporate Security Intern (Non-Remote) Step into the world of Corporate Security and help safeguard the future of banking! Are you curious about how corporate security operates within a financial institution? Join our team as a Corporate Security Intern and gain hands-on experience protecting people, assets, and information while learning the fundamentals of physical security and investigative techniques. Over the course of this 10-week program, you'll contribute to real-world security initiatives, explore the core principles of the financial services industry, and work alongside experienced professionals to build valuable skills and discover career paths in banking.
What You'll Do
* Physical Security Basics: Understand how access control systems, cameras, alarms, vaults, and locks work together to safeguard facilities.
* Investigative Skills: Learn how to gather intelligence, conduct research, and perform interviews to support security investigations.
* Risk-Based Response: Discover how security teams assess risk and respond effectively to incidents.
Requirements For Success
Selection Criteria:
* College students or rising high school graduates with a minimum 3.0 GPA or better
* Pursuing a degree in Business Administration, Criminal Justice, Homeland Security, Security Management, or a related field OR an equivalent combination of education and relevant professional experience
* Energetic, organized, detail-oriented with proficiency in Microsoft 365 (including Outlook, Excel, Word, PowerPoint, and Teams) and comfort using modern workplace technology.
* Excellent verbal and written communication skills, effective in both one-on-one and group settings
* Independent worker
* Ability to dedicate 35-40 hours per week to this intern program
* Ability to work in-office in Greenville, SC
Conditions of Employment
Start Date & Work Schedule:
* Start Date: June 1, 2026, to August 14, 2026
* Schedule: 35-40 hours per week
Conditions of Employment:
* Must be able to pass a criminal background and credit check
* This is a full-time non-remote position
FLSA Status:
* Non-Exempt
Secure your future-apply for our Corporate Security Internship today!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $22.00 - USD $22.00 /Hr.
$22 hourly 26d ago
Wealth Strategist
United Community Bank 4.5
Remote or Orlando, FL job
We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You'll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.
What You'll Do
* Lead discovery meetings to understand clients' financial goals, values, and priorities.
* Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
* Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
* Partner with legal, tax, and other professionals to deliver holistic financial advice.
* Maintain accurate records of client information and planning activities.
* Ensure compliance with all relevant laws, regulations, and internal standards.
* Collaborate with internal teams to enhance the overall client experience.
* Build and maintain a network of internal and external sources to drive new business.
* Stay current on financial planning trends, tax law changes, and regulatory updates.
* Represent the bank in community events to build visibility and attract new prospects.
* Support business growth by acquiring new assets from existing and prospective clients.
* Perform other duties as needed.
Requirements For Success
* Experience & Education
* 5+ years of financial planning experience.
* Bachelor's degree in a business-related field or equivalent experience.
* Certified Financial Planner (CFP) designation required.
* Preferred: JD or CPA credentials.
* Skills & Competencies
* Deep understanding of financial markets, estate and tax planning, and retirement strategies.
* Strong analytical and communication skills-both written and verbal.
* Ability to work independently and collaboratively across teams.
* Professional presence and interpersonal skills to build trust with clients.
* Experience with financial planning software and tools.
* Bonus Skills
* Advanced degrees or certifications (JD, CPA).
* Specialized training in financial planning or wealth management.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $103,664.00 - USD $171,860.00 /Yr.
$49k-65k yearly est. 47d ago
Loan Ops Consumer Loan Closing Spec I
United Community Bank 4.5
Remote or Blairsville, GA job
United Community is looking for a Loan Ops Consumer Loan Closing Spec I To be a key member of our lending team, responsible for managing the end-to-end consumer loan closing process. This role ensures accuracy, compliance, and timely execution by coordinating with internal teams, external partners, and third-party vendors. The Specialist reviews documentation, satisfies underwriting conditions, and prepares closing packages for both real estate and non-real estate secured loans. Ideal candidates bring strong attention to detail, excellent communication skills, and a solid understanding of consumer lending regulations.
What You'll Do
* Coordinate and monitor all stages of the loan closing process.• Review and interpret third-party documents including appraisals, title work, flood determinations, and insurance.• Ensure all underwriting conditions are met and documented before issuing a "clear to close."• Communicate with internal and external stakeholders including lenders, attorneys, title companies, and vendors.• Prepare and review loan documentation for accuracy and compliance.• Maintain accurate records and ensure timely follow-up to meet service level agreements.• Support compliance with all regulatory and internal policy requirements.• Provide exceptional customer service and foster a collaborative team environment.
Requirements For Success
Required Skills/Experience/Education: o 1-2 years of experience in a financial institution, with a focus on due diligence or loan documentation.o 1+ years of consumer loan documentation experience.o Experience in an automated loan origination environment is highly desirable.o High school diploma or equivalent required; college degree preferred.o Strong knowledge of consumer lending, loan documentation, and regulatory compliance.o Familiarity with third-party documents such as title work, appraisals, and insurance.o Proficiency in Microsoft Office (Excel, Word, Outlook).o Experience with banking systems such as Meridian Link, 360 View, LaserPro, TruStage, Navigator, and UCBI systems.o Excellent organizational and time management skills.o Ability to escalate and resolve issues effectively.o Strong interpersonal and communication skills.
Preferred Skills/Experience/Education:o Completion of Loan Closing Specialist Certification Program (Level I).o Understanding of complex credit structures and multiple funding sources.o Knowledge of fair lending practices and regulations (CIP, Reg H, HMDA, CRA, Reg O).o Ability to calculate Loan-to-Value ratios and assess insurance adequacy.
Conditions of Employment
* Must be able to pass a background & credit check.• This is a full-time, non-remote position.• Up to 1% travel required. FLSA Status: Non-exempt
Pay Range
USD $34,102.00 - USD $49,382.00 /Yr.
$34.1k-49.4k yearly 18d ago
Information Security Controls Analyst
United Community Bank 4.5
Remote or Greenville, SC job
United Community is seeking an experienced Information Security Controls Analyst to serve as a subject matter expert in evaluating and strengthening our cybersecurity and technology controls. This role plays a critical part in assessing risk exposure, recommending control improvements, and ensuring alignment with regulatory standards and business risk tolerance. You'll collaborate with enterprise risk, compliance, and legal teams to provide visibility into our risk posture and drive meaningful change across the organization.
What You'll Do
* Review and document the adequacy of security and technology controls across business and IT environments.
* Evaluate control posture through interviews, documentation reviews, and workflow analysis.
* Recommend and support implementation of risk reduction strategies via policies, procedures, and technical controls.
* Partner with risk management and security leadership to align controls with organizational risk tolerance.
* Identify control strengths and weaknesses related to privacy, security, resiliency, and compliance.
* Document and advocate for control improvements that balance risk with operational efficiency.
* Support control development across testing, QA, and production environments.
* Present control effectiveness reports to senior risk leadership.
* Stay current on regulatory requirements, internal policies, and industry best practices.
Requirements For Success
Experience:
* 3+ years in cybersecurity or IT practitioner roles.
* 2+ years in IT risk or controls analysis.
* Practical experience with risk management and IT control frameworks.
Education: Bachelor's degree preferred in Information Assurance, Computer Science, Engineering, or a related technical field.
Required Skills:
* Strong understanding of risk frameworks (CRI, COSO, RMF, COBIT, NIST).
* Familiarity with regulatory standards (PCI, FFIEC, SOX, HIPAA, GDPR, CCPA, GLBA).
* Experience with CIS CSC, ISO 2700, or NIST CSF.
* Excellent written and verbal communication across all organizational levels.
* Strong organizational skills and ability to meet SLAs.
* Sound judgment and decision-making in complex scenarios.
* High integrity, trustworthiness, and adaptability.
Preferred Skills:
* Certifications such as CISSP, CISA, CRISC, or CISM.
* Technical experience with enterprise networks, applications, and directory services.
* Familiarity with enterprise GRC platforms.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $49,972.00 - USD $76,958.00 /Yr.
$50k-77k yearly 47d ago
Head Teller
United Community Bank 4.5
Remote or Franklin, NC job
United Community is seeking a Head Teller to join our team. As the Head Teller, you will utilize your strong attention to detail while being responsible for managing the daily operations of the teller line, ensuring that all transactions are processed accurately and efficiently. You will also be responsible for supervising and training tellers, as well as providing exceptional customer service to our clients. Your attention to detail and ability to multitask will be essential in this role
What You'll Do
* Manage the daily operations of the teller line, including processing transactions and balancing the vault
* Supervise and train tellers to ensure that they are providing exceptional customer service and following all policies and procedures
* Assist customers with account inquiries, deposits, withdrawals, and other transactions
* Identify opportunities to cross-sell bank products and services to customers
* Ensure that all teller transactions are processed accurately and efficiently
Requirements For Success
* 3+ years of previous banking experience in teller related function, including formal teller training
* Strong attention to detail and ability to multitask
* Excellent verbal and written interpersonal communication skills
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Non-exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $32,146.00 - USD $45,185.00 /Yr.
$32.1k-45.2k yearly 34d ago
Business Banker
United Community Bank 4.5
Remote or Orlando, FL job
Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you!
What You'll Do
* Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process
* Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time
* Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews
* Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions
* Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities
* Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals
* Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture
Requirements For Success
* Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients
* Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions
* Strong business acumen with the ability to assess and support the unique needs of small business clients
* Excellent verbal and written, communication skills, with strong organizational and time management abilities
* Proven relationship-building skills and a client-first mindset
* Proactive and self-motivated approach to sourcing and developing new business opportunities
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.
$60.5k-93.1k yearly 47d ago
Portfolio Manager
United Community Bank 4.5
Remote or Raleigh, NC job
United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio.
What You'll Do
* Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
* Provide credit and sales support to Commercial Lending.
* Analyze complex financial statements and prepare credit analysis packages.
* Serve as a secondary contact on client relationships.
* Identify cross-sell opportunities with new and existing clients.
* Assist in the loan process, including underwriting and closing.
* Prepare commitment letters and review loan documents.
* Assist lenders in their prospecting efforts.
Requirements For Success
* Bachelor's Degree in finance or accounting preferred.
* 5+ years of experience in commercial lending.
* Proficient knowledge of credit policy, banking regulations, and loan documentation.
* Ability to analyze complex financial statements and tax returns.
* Strong interpersonal and communication skills.
* Excellent organizational and time management skills.
* Ability to work effectively within the company's credit culture.
* Proficiency with in-house financial reporting applications, including Navigator.
* Good mathematical, reading comprehension, and writing skills
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $60,466.00 - USD $93,119.00 /Yr.
$60.5k-93.1k yearly 42d ago
Loan Ops Commercial Loan Closer
United Community Bank 4.5
Remote or Brentwood, TN job
Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing.
Position is available in Brentwood and Columbia, TN
What You'll Do
* Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs.
* Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership.
* Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection.
* Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation.
* Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents.
* Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA.
* Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval.
* Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied.
* Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking.
* Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging.
* Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature.
* Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude.
Requirements For Success
* 5+ years in the financial services industry, with a preference for commercial loan experience
* Strong interpersonal, verbal, and written communication skills.
* Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint).
* Knowledge of federal and state banking regulations.
* Excellent customer service skills.
* Attention to detail.
* Strong problem-solving and critical thinking abilities.
* Organizational and time management skills to balance multiple priorities and meet deadlines.
* Commitment to compliance training and continuous learning.
* Preferred Skills:
* College degree in business or paralegal certification.
Conditions of Employment
* Conditions of Employment:
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
* FLSA status: Non-exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range
USD $42,061.00 - USD $64,465.00 /Yr.
$42.1k-64.5k yearly 36d ago
Travel Universal Banker
United Community Bank 4.5
Remote or Greenville, SC job
United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs-based conversations and identifying appropriate solutions.
The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area.
What You'll Do
* This position requires up to 100% travel within designated market area • Support branch teams by filling in as needed across locations• Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers• Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. • Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions • Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer• Educate customers on options for managing transactions using technology and all other tools and resources available• Apply product and service knowledge to effectively solve customer problems• Assist other staff in serving customers, answering telephones and performing other duties as necessary
Requirements For Success
* NMLS license• Minimum 3 years of retail sales experience• 1+ years of experience working in a financial institution • Ability to work a flexible schedule and to accommodate travel to different branches as needed• Knowledge of consumer credit structuring and lending practices• Demonstrated analytical, accuracy and problem-solving skills• Strong verbal and written interpersonal communication skills• Experience with using and demonstrating digital products and self-service technologies
Conditions of Employment
Conditions of Employment:
* Must be able to pass a background and credit check
* This is a full-time non-remote position
FLSA Status:
* Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $34,102.00 - USD $49,382.00 /Yr.
$34.1k-49.4k yearly 40d ago
Mortgage Loan Originator
United Community Bank 4.5
Remote or Savannah, GA job
United Community is an experienced, driven, and customer-focused Mortgage Loan Officer (MLO) to join our team. The MLO will help individuals and families achieve their homeownership dreams. In this role, you'll build lasting relationships with realtors, builders, and developers while guiding clients through the mortgage process with expertise and care. If you're passionate about residential lending and thrive in a fast-paced, service-oriented setting, we'd love to hear from you.
What You'll Do
* Active NMLS License is required
* Locations: Bluffton, SC or Savannah, GA
* Develop business through maintaining contact with realtors, builders, developers and construction lenders.
* Maintain knowledge of available loan products, processing procedures, and underwriting and general department guideline
* Interviews potential customers and answers questions about various types of mortgage loans.
* Reviews, analyzes, and processes mortgage loan requests. Reviews application and initial loan documentation for compliance to investor, state and federal lending requirements
* Responsible for ordering verifications of employment, deposits, mortgage, and rental.
* Collect appropriate documentation from each applicant and deliver loan package in the timeframes set by Management.
* Input information from application and verifying documentation into Mortgageware
* Maintain high levels of customer service while managing each applicant's expectations
Requirements For Success
* Minimum two (2) years of residential mortgage loan origination
* Familiar with FHA, VA, and USDA guidelines
* Proficient in sales and service skills; including tele-consulting, prospecting, and networking.
* NMLS License required
Preferred Skills/Experience:
* Current Notary Public Certification preferred
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
$31k-43k yearly est. 4d ago
Loan Servicing Specialist II
United Community Bank 4.5
Remote or Greenville, SC job
United Community is looking for a detail-oriented and experienced Loan Servicing Specialist II to join our dynamic Loan Operations team. In this role, you will be responsible for achieving individual production goals while also supporting the manager in coordinating the daily operations of the unit. This position is ideal for a motivated professional with strong administrative skills and experience in Loan Operations and/or Loan Processing.
What You'll Do
* Gather, interpret, and transcribe complex and non-standard information to ensure loan boarding packages are accurate.• Review documents such as loan approval forms, appraisals, title work, insurance, and other requirements to perfect our collateral position.• Process complex and non-standard boarding requests, perform Quality Assurance reviews, and complete complex loan research and maintenance requests.• Assist Account Officers with loan booking and maintenance questions.• Provide exceptional customer service by responding to requests and issues accurately and timely.• Meet performance standards of established production and quality metrics.• Adhere to corporate policies and procedures.
Requirements For Success
* Minimum three years of experience in a Loan Operations/Loan Processing environment or related role.
* Detailed knowledge of Retail and Commercial loan documentation requirements.
* Knowledge of federal and state regulatory requirements.
* Advanced communication and organizational skills.
* Familiarity with LAS and Loan Document platforms.
* Proficient in Microsoft Excel and Word.
* Participation in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status:
* Non-Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $42,061.00 - USD $64,465.00 /Yr.
$42.1k-64.5k yearly 7d ago
Credit Administration Manager
United Community Bank 4.5
Remote or Greenville, SC job
The Credit Administration Manager is a seasoned credit professional responsible for overseeing and enhancing the Bank's credit processes and administration. This role plays a pivotal part in underwriting platform integration, credit training, risk rating model performance, asset quality reporting, regulatory exam support, and conversion activities. The successful candidate will also serve as a key contributor to the ongoing development of CreditLens, the Bank's commercial underwriting platform.
What You'll Do
* Maintain and manage Credit Administration policies, procedures, and compliance frameworks
* Evaluate and improve credit risk policies for operational efficiency
* Act as Subject Matter Expert on credit-related projects and governance initiatives
* Lead sub-projects and working groups in agile environments from concept to rollout
* Collaborate with technical leads to design and implement credit process enhancements
* Develop tools and job aids to streamline commercial lending workflows
* Oversee top-level credit reporting and support ad-hoc reporting requests
* Partner with the Credit Training Manager to deliver relevant training programs
* Serve as a resource for commercial credit policy and procedures across the Bank
* Ensure governance controls (SOX, ERM, first line of defense) are effective and compliant
* Coordinate with auditors and regulators during examinations
* Provide guidance on regulatory interpretation and compliance updates
* Support acquisition and conversion activities, including system integration and cultural onboarding
Requirements For Success
Experience:
* Minimum 10 years in commercial lending, preferably across multiple disciplines
* Supervisory and managerial experience preferred
* Education:
* College degree or equivalent
* Required Skills:
* Deep understanding of credit policy, procedures, and regulatory frameworks
* Strong interpersonal and communication skills
* Ability to lead cross-functional projects and manage multiple priorities
Conditions of Employment
Conditions of Employment:
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
* Schedule flexibility for evenings and weekends.
FLSA Status:
* Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $84,136.00 - USD $139,486.00 /Yr.
$84.1k-139.5k yearly 40d ago
FCBank, Universal Associate, Full Time
CNB Bank 3.3
CNB Bank job in Fredericktown, OH
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: See It, Own It, Solve It and Find a Way to Say Yes.
PROVIDE ENHANCED CLIENT SERVICE
Enthusiastically greet our clients and engage in conversation. Move throughout the lobby to interact with clients and serve them. Be a standout colleague and chief educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to branch colleagues and product specialists to support broader financial needs of clients. Deliver the WOW experience to our clients by promising to do everything in our power to provide an unforgettable banking experience with every interaction. Focus on mastering all Universal Associate responsibilities and quickly resolve problems with the utmost integrity and confidentiality.
FOSTER OUR CULTURE
Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the bank's outreach, and develop new business.
PROMOTE DIGITAL AWARENESS
Explore and educate clients on alternative digital channels of delivery, products, and services. Accept and demonstrate advancements in banking technology and internal applications.
FOCUS ON ACCURACY AND ATTENTION TO DETAIL
Perform accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies, procedures, and client service standards. Specific daily job tasks and expectations are further defined within our Universal Associate and Associate Manuals.
SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Take advantage of progressing from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training Tracks are crafted to help understand how this job affects other areas of the bank, provide tools to have effective conversations, and be successful in this new role. Annual, job-specific training opportunities are assigned and/or available for timely completion. Some travel may be required.
Requirements
QUALIFICATIONS, EDUCATION, AND EXPERIENCE
To perform this job successfully, we ask an individual to perform each essential job requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. If required an obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). A background check will be conducted. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LANGUAGE SKILLS
Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and optimally.
TECHNOLOGY SKILLS
Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position operates in a professional office environment with considerable time standing while using office equipment such as computers, phones, and printers. The ability to lift or move 25lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
BENEFITS
* Medical, Dental, Vision & Life Insurance
* 401K with company match and profit-sharing program
* Paid Time Off & Recognized Holidays
* Leave policies
* Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
* Employee Assistance Program
* Employee Health & Wellness Program
* Special Loan and Deposit Rates
* Gradifi Student Loan Paydown Plan
* Rewards & Recognition Programs and much more!
Eligibility requirements apply.
FC Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion
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CNB Bank may also be known as or be related to CNB Bank, CNB FINANCIAL CORP PA and CNB Financial Corporation.