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 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.
FCBank 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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$32k-67k yearly est. 14d ago
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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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$34k-69k yearly est. 60d+ ago
Mortgage Marketing Coordinator
United Community Bank 4.5
Remote or Greenville, SC job
The Mortgage Marketing Coordinator is the connective hub between our Residential Mortgage Line of Business, our CRM platform (Total Expert), and Segment Marketing. You will own the support, development, and integration of marketing solutions that help the line deliver on growth and customer experience goals. This role partners daily with business units across the bank to ensure campaigns and content are on-brand, compliant, and effective. The position also provides executive administrative support to the Mortgage President.
What You'll Do
Executive Administration
Manage the office of the Mortgage President-serving as administrator, secretary, and receptionist.
Maintain the President's calendar, coordinate meetings, and ensure participants have agendas and materials.
Serve as purchasing contact for office supplies.
Marketing & CRM Ownership
Lead ongoing maintenance and support of Total Expert and email/mobile marketing systems.
Advance and maintain enterprise‑wide CRM capabilities; assist with testing prior to deployments.
Manage user access and integrations; uphold corporate security, Vendor Management, and Change Management policies.
Drive process enhancements that improve controls, quality, and speed‑to‑market.
Facilitate creative reviews with Marketing/MarCom, Legal, and Compliance.
Campaigns, Content & Enablement
Collaborate with sales partners and product teams to develop marketing materials and campaigns.
Support mortgage loan originator recruiting-messaging, contact strategies, collateral, advertising
Assist Mortgage Bankers with social posts; maintain marketing library and onboarding tools.
Engage peer banks to share best practices.
Requirements For Success
Two‑year college degree or specialized study in Graphic/Web Design required; Bachelor's preferred.
CRM and email/mobile marketing experience preferred (Total Expert ideal).
Campaign development experience across multiple channels.
Strong project management, writing, communication, and MS Office skills.
Ability to thrive in fast‑paced, deadline‑driven environments.
Preferred:
Experience in mortgage/financial services
Conditions of Employment
Must be able to pass a 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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $38,769.00 - USD $57,876.00 /Yr.
$38.8k-57.9k yearly Auto-Apply 5d ago
Mortgage Processing Service Desk Specialist
United Community Bank 4.5
Remote or Greenville, SC job
United Community is looking for a Mortgage Processing Service Desk Specialist. This role is a key operational partner supporting Mortgage Loan Originators (MLOs) and Processors. This role manages high‑volume service requests-reviewing dashboards, reports, and shared email inboxes to ensure timely ordering, receipt, and review of essential loan services. The Specialist communicates status updates to Processors and MLOs, performs data entry, uploads documentation to the eFolder, and may complete ad‑hoc loan review assignments that support Compliance.
This position is ideal for someone who thrives in a fast‑paced, detail‑heavy environment and enjoys supporting a high‑volume mortgage workflow.
What You'll Do
Work proficiently across loan systems to support the MLO and Processor teams.
Monitor email, reports, and dashboards to identify and order required services promptly.
Order services such as appraisals (final inspections, CDAs, condo approvals, second appraisals), income and employment verifications, manufactured home services, income/asset information, and more.
Manage FHA case number transfers/cancellations and assign VA appraisals for underwriter review.
Print and mail refund checks and customer letters.
Process invoices for payment, upload invoices to the eFolder, and update loan‑level fees.
Perform file copies and maintain documentation accuracy, including signatures, dates, and data integrity.
Maintain pipeline visibility-track status of all services ordered, follow up as needed, and respond to status inquiries.
Keep current on program guidelines, operational procedures, and regulatory requirements.
Identify potential processing issues and support solutions.
Assist with implementation of new or updated guidelines, systems, or process changes.
Requirements For Success
At least one year of experience in banking customer service, real estate, insurance, or real estate lending
Mortgage agency lending (FNMA & FHLMC) experience a plus.
High‑accuracy data entry and the ability to manage a large volume of transactions.
Ability to work independently, stay organized, and multi‑task in a deadline‑sensitive environment.
Demonstrated analytical, accuracy, and problem-solving skills.
Strong phone skills with the ability to coordinate smoothly with MLOs, processors, and third‑party providers.
Strong verbal and written interpersonal communication skills.
Conditions of Employment
Must be able to pass a 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 accommodation 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 Auto-Apply 12d ago
Portfolio Manager
United Community Bank 4.5
Remote or Huntsville, AL 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 Auto-Apply 49d ago
Head Teller
United Community Bank 4.5
Remote or Dahlonega, GA 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 Auto-Apply 6d ago
ATM & Card Operations Specialist
United Community Bank 4.5
Remote or Blairsville, GA job
Join our dynamic team as an ATM & Card Operations Specialist and play a crucial role in supporting our bank's debit and credit card programs and ATM network. You will interact with our bankers and contact center, ensuring smooth operations and exceptional service. Your responsibilities will include processing new and replacement debit cards, maintaining existing debit cards, providing internal customer support, and monitoring ATM/ITM activity.
What You'll Do
Customer Service Excellence: Deliver efficient, accurate, and high-quality service while maintaining strong customer relations both internally and externally.
Card Processing: Handle new and replacement debit card orders using multiple computer system applications.
Account Maintenance: Perform maintenance functions on existing debit card accounts and address transaction approval or denial questions.
Issue Resolution: Review and correct rejected debit card orders, monthly re-issue reports, and lost/stolen debit card reports.
Mail Management: Log and maintain all returned mail for debit cards and identify debit cards to be closed from daily closed account reports.
Support & Expertise: Respond to Debit Card/ATM/ITM inquiries via email or telephone, and provide ongoing support for instant issue debit cards, Card Controls application, and Mobile Wallets.
ATM/ITM Monitoring: Monitor ATM/ITM status using multiple computer system applications and submit technician service calls when necessary.
Cross-Training: Become cross-trained in all department functions to ensure comprehensive support.
Requirements For Success
Regulatory Knowledge: Understanding of federal and state banking regulations, and bank policies and procedures.
Interpersonal Skills: Excellent customer service skills and ability to function in an office environment.
Independence: Ability to work independently with minimal supervision during single-person shift rotations.
Communication: Clear and concise verbal and written communication skills.
Technical Proficiency: Proficient in Microsoft Word, Excel, Outlook, and ability to learn other internal and external systems, tools, and web-based programs.
Task Management: Ability to complete verbal task instructions, follow written procedures, and adhere to daily task deadlines.
Team Spirit: Willingness to assist others and cross-train on all functions within the department.
Attention to Detail: Accuracy, detail-oriented, and ability to focus on repetitive tasks.
Preferred:
Experience: 1+ years of banking or financial experience.
Education: Associate's degree.
Conditions of Employment
Must be able to pass a background & credit check
This is a full-time, non-remote position.
Schedule flexibility to work evenings and weekends as needed.
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 accommodation 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 Auto-Apply 12d 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. Auto-Apply 50d 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 Auto-Apply 23d ago
Loan Servicing Specialist
Andover Bank 3.5
Andover, OH job
Full-time Description
The Loan Servicing Specialist I performs various activities within the Loan Administration department.
ESSENTAIL DUTIES AND RESPONSIBILITIES
· Regular onsite attendance
· Ability to work well with others in a team environment
· Provides accurate, efficient and exceptional customer service to both internal and external customers
· Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines
· Satisfactorily completes all training required for the position
· Maintains accurate and timely records for incomplete loan documentation
· Ensures proper maintenance on loan accounts
· Audits new loan files for proper documentation
· Oversees escrow accounts on loans for taxes and insurance and performs escrow analysis
· Prepares real estate tax payments to various counties semi annually
· Process monthly Mortgage Insurance and Force Plan Insurance Billings
· Maintains monthly Flood Zone Reports
· Services sold secondary market loans according to investor guidelines
· Processes garnishments and tax levies
· Assist with the daily servicing functions of resolving issues either by direct telephone contact with borrowers, branch and customer support center personnel
· Contacts delinquent account customers by mail, confers with customer by telephone to secure payment.
· Prepares reports, enters data, sorts and files correspondence
· Other duties as assigned
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION/EXPERIENCE
High school diploma or general education degree (GED) required; one to three years related experience.
LANGUAGE SKILLS
Ability to read, comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. 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 and diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
OTHER QUALIFICATIONS
Computer Skills: Working knowledge of computers and the internet. Basic functions using Microsoft Word and Excel.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
WORKING ENVIRONMENT/CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
No hazardous or significantly unpleasant conditions (such as a typical office)
Noise level is usually quiet.
$29k-76k yearly est. 18d ago
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. 36d ago
Senior Internal Auditor
United Community Bank 4.5
Remote or Greenville, SC job
United Community is looking for a Senior Internal Auditor to be responsible for planning, executing, and reporting on internal audit engagements across various business units to assess the effectiveness of internal controls, risk management practices, and operational efficiency. This role serves as a trusted advisor to management, providing insights and recommendations to strengthen control environments and ensure compliance with regulatory requirements. The Senior Internal Auditor also contributes to the development of audit methodologies, mentors team members in specialized areas, and supports continuous improvement initiatives within the Internal Audit Department.
What You'll Do
Plan and organize internal audit assignments to assess internal controls, risk management systems, and operational efficiency.
Perform risk analysis, identify internal controls, and design audit tests in accordance with professional standards.
Execute audits to evaluate:
Safeguarding of assets
Compliance with policies, procedures, laws, and regulations
Achievement of organizational goals and objectives
Reliability of management information
Operational effectiveness and efficiency
Prepare comprehensive audit work papers to support audit procedures and conclusions.
Draft audit reports highlighting exceptions and control deficiencies for management review.
Conduct follow-up audits to verify resolution of significant findings.
Represent the Internal Audit Department in an advisory capacity to assist business units with internal control assessments.
Serve as a Subject Matter Expert (SME) in designated functional areas, providing guidance to other auditors.
Recommend enhancements to audit procedures and methodologies.
Contribute to the development and implementation of audit policies and procedures.
Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs.
Requirements For Success
Required Skills/Experience/Education:
Bachelor's degree in finance, business administration, or related field; or equivalent combination of education and experience.
5 years of experience in banking or financial services, financial operations, policies & procedures.
Solid understanding of bank accounting principles.
Strong analytical, organizational, and communication skills.
Ability to read, interpret, and apply government regulations.
Proficiency in MS Office and audit-related software tools.
Detail-oriented and proactive.
Preferred Skills/Experience/Education:
Certified Bank Auditor (CBA)
Certified Internal Auditor (CIA)
Certified Financial Services Auditor (CFSA)
Certified Information Systems Auditor (CISA)
Certified Regulatory Compliance Manager (CRCM)
Certified Anti-Money Laundering Specialist (CAMS)
Certified Fraud Examiner (CFE)
Conditions of Employment
Must be able to pass a background & credit check
This is a full-time, non-remote position with flexibility to work evenings/weekends as needed.
Travel up to 5% is required.
FLSA Status: Exempt
Pay Range USD $0.00 - USD $0.00 /Yr.
$58k-69k yearly est. Auto-Apply 7d ago
Universal Banker II
United Community Bank 4.5
Remote or Sarasota, FL job
United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions.
What You'll Do
NMLS License required
Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
Maintain a comprehensive understanding of retail banking products and services
Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities
Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions
Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank
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
Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
Ensure adherence to banking regulations and internal policies
Requirements For Success
1+ years of previous banking and cash handling
1+ years of lending experience
NMLS License required
Demonstrated analytical, accuracy, and problem-solving skills
Strong verbal and written interpersonal communication skills
Ability to uncover and provide solutions to meet customer needs
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 $34,102.00 - USD $49,382.00 /Yr.
$34.1k-49.4k yearly Auto-Apply 5d 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 Auto-Apply 50d 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. Auto-Apply 58d 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. 33d ago
Business Banker
United Community Bank 4.5
Remote or Charlotte, NC 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 Auto-Apply 5d ago
Marketing Operations Associate Director
United Community Bank 4.5
Remote or Greenville, SC job
United Community is seeking a skilled Marketing Operations Associate Director to support the Marketing & Communications team by driving operational excellence across marketing initiatives. Reporting to the Director of Marketing Operations, this role focuses on optimizing workflows, managing performance tracking, and supporting cross-functional collaboration. The Associate Director will help implement strategic plans, improve processes, and contribute to team development in a fast-paced, data-driven environment.
What You'll Do
Support the development and implementation of marketing operations strategies and processes.
Assist in identifying opportunities to improve marketing performance and operational efficiency.
Collaborate with cross-functional teams including sales, compliance, risk, technology, finance, and analytics.
Contribute to the optimization of key workflows and systems to support scalability.
Assist with business continuity planning and support audits and risk assessments.
Help maintain marketing workflows, policies, and procedures in compliance with regulatory standards.
Monitor industry trends and regulatory changes impacting marketing and advertising.
Support the development of dashboards and reports to track marketing effectiveness and customer insights.
Use data to inform prioritization and contribute to strategic recommendations.
Assist in managing customer journey initiatives and customer excellence programs.
Contribute to strategic planning and reporting efforts, including pitch book development.
Support budget tracking and forecasting under the guidance of senior leadership.
Provide mentorship and guidance to junior team members as assigned.
Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti‑money laundering training and other internal/external programs, meetings, and seminars.
Other Duties: This description is not designed to cover all duties. Responsibilities may change or be assigned at any time without notice.
Requirements For Success
Bachelor's degree in Business, Marketing, or related field.
Minimum of 5-7 years in the financial services industry, preferably in a marketing operations or project management role.
5+ years supporting integrated marketing and PR programs, including budget oversight.
Strong organizational and analytical skills with the ability to manage multiple projects and meet deadlines.
Familiarity with marketing operations across digital and traditional channels (web, mobile, social, email, direct mail).
Working knowledge of marketing and sales technology platforms including Adobe, Tableau, and Salesforce.
Experience supporting organizational change and agile methodologies preferred.
Ability to translate data into actionable insights and support decision‑making.
Understanding of the regulatory landscape impacting financial services marketing and advertising.
Effective communicator with strong collaboration and influencing skills across teams.
Proficient in Microsoft Office applications with a willingness to innovate, learn, and grow.
Conditions of Employment
Must be able to pass a background and credit check.
This is a full-time, non-remote position.
FLSA Status: Exempt
Ready to take your career to the next level? Apply now to 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 $84,136.00 - USD $139,486.00 /Yr.
$84.1k-139.5k yearly Auto-Apply 1d ago
Training Specialist
United Community Bank 4.5
Remote or Athens, GA job
Elevate Your Career as a Training Specialist!
Are you passionate about empowering others through education and training? As a Training Specialist, you'll play a crucial role in onboarding new hires and delivering exceptional training experiences for our employees. If you thrive in a dynamic environment and have a knack for engaging presentations, we want you on our team! This position can sit anywhere inside the United Community Bank Footprint.
About the Role:
In this pivotal role, you'll be responsible for creating and delivering ongoing training for employees and new hires. You'll ensure an outstanding training experience for Consumer, Small Business, and Commercial roles, manage training schedules, and collaborate with various departments to support training initiatives.
What You'll Do
Lead Training Sessions: Conduct training for retail new hires, systems, platforms, procedure/process changes, and new project-related needs.
Align with Company Culture: Ensure all training materials reflect the company culture and values.
Develop Training Programs: Identify skill gaps and develop programs to bridge them, working closely with hiring managers, in-branch guides, Regional Managers, and Subject Matter Experts.
Research and Create Content: Develop and manage training criteria, programs, and initiatives through various methods suitable for the topic and audience.
Support Departments: Partner with other departments to provide training and track progress through surveys to ensure effectiveness.
Maintain Materials: Keep training materials, procedures, and custom LMS courses updated and relevant.
Budget Management: Assist with budget recommendations for new training initiatives and manage expenses to align with the approved budget.
Administrative Duties: Provide backup support for the LMS system, write internal communications, and maintain departmental websites.
Coordinate Events: Plan and manage on and off-site meetings for training initiatives and assist with conversion and acquisition training as needed.
Communicate with New Hires: Inform new hires about training schedules and assess their progress, communicating developmental needs to hiring managers.
Requirements For Success
Experience:
Minimum of 3 years' experience in the financial and/or training industry.
Education:
Degree in Business, Finance, or a related field, or equivalent experience.
Required Skills:
Knowledge of bank products, services, initiatives, and company culture.
Familiarity with bank policies and procedures.
Self-motivation and the ability to work independently.
Confident public speaking skills.
Strong time management and organizational skills.
Excellent written and verbal communication skills.
Ability to interact with all levels of management and employees.
Proficiency in Microsoft Office programs, deposit and loan systems, and procedures.
Ability to lead in-person, WebEx, and recorded training sessions.
Up-to-date with industry training methods.
Preferred Skills:
Experience in creating and delivering training programs.
Strong problem-solving and analytical skills.
Collaborative and action-oriented mindset.
Why Join Us?
Innovative Environment: Be part of a forward-thinking company that values your input.
Professional Growth: Opportunities for continuous learning and career advancement.
Supportive Team: Collaborate with dedicated professionals who are passionate about their work.
Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed.
Work Environment:
United location within our footprint.
Position Type:
Full-time with schedule flexibility.
Travel:
Up to 30% travel required.
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.
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 Auto-Apply 6d ago
Loan Ops Commercial Loan Closer
United Community Bank 4.5
Remote or Atlanta, GA 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.
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.
Zippia gives an in-depth look into the details of CNB Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about CNB Bank. The employee data is based on information from people who have self-reported their past or current employments at CNB Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by CNB Bank. The data presented on this page does not represent the view of CNB Bank and its employees or that of Zippia.
CNB Bank may also be known as or be related to CNB Bank, CNB FINANCIAL CORP PA and CNB Financial Corporation.