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CNB Bank jobs in Erie, PA - 34581 jobs

  • ERIEBANK, Compliance Data Analyst

    CNB Bank 3.3company rating

    CNB Bank job in Erie, PA

    The Compliance Data Analyst will perform a broad range of analyses, including quantitative analysis of bank and customer data, to support the Compliance Department. The analyses will play a crucial role in ensuring the Bank remains in compliance with all regulatory requirements and identifying potential fair lending risk and opportunities. This position requires a strong analytical background, excellent problem-solving skills, and a general understanding of federal regulations including, the Community Reinvestment Act, Regulation B-ECOA, Regulation C-HMDA, and Regulation Z-Truth in Lending. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES * Responsible for retrieving data and efficiently performing moderate to complex HMDA and CRA analysis. * Develop and maintain various management reports to help monitor performance and assist in the early identification of risks posed to the Bank. * Design and maintain key compliance management dashboards. * Perform comparative file reviews * Evaluate exception reporting to assess risk and compliance with Bank policies and procedures. 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: Speak to others with kindness, empathy and fairness * Inclusion: Encourage diverse viewpoints and contributions in decision-making * Client Focus: Deliver consistent, high-quality service that builds trust and loyalty 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 the ability to positively influence others to achieve * Integrity: Strong business ethics and honest behaviors * Collaboration: Positively working well with others to produce excellent results * Volunteerism: A recognized and visible presence in 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: Personal responsibility for assigned areas and actions * Innovation: Seeking and applying ideas and technologies to improve processes * Professionalism: Reflecting skill, good judgment and positive conduct SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Take advantage of training opportunities to advance knowledge of related laws and regulations. Participate in team meetings related to lending or deposit initiatives to help build knowledge of department processes and how compliance impacts other areas of the Bank. 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 1 to 3 years 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 the core transaction system, fair lending compliance software, Word, Excel, 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 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. ****************************************************************************************************************
    $51k-71k yearly est. 15d ago
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  • ERIEBANK, Floating Universal Associate, Full Time

    CNB Bank 3.3company rating

    CNB Bank job in Meadville, PA

    Floating 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 Floating Universal Associate will travel between the Meadville and Vernon offices. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES * Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations. * Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction. * Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. * Follow all bank policies and operational procedures to ensure security and compliance. * Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. 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- treat every client and colleague with dignity and respect. * Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions. * Inclusion- embrace diverse perspectives creating a welcoming environment for all. 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- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic. * Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values. * Collaboration- work effectively within a team, contribute ideas, and support colleagues. * Volunteerism- actively support and participate in community outreach and volunteer initiatives. 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- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties. * Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions. * Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication. POSITION LEVEL(S) EXPECTATIONS (if applicable) * UA I- Open consumer and business deposit accounts * UA II- Ability to uncover and originate consumer loans plus all above duties. * UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties. * UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties. 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. 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. * 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 standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. 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. 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. ****************************************************************************************************************
    $40k-85k yearly est. 25d ago
  • Human Resource Manager

    Capcenter 4.2company rating

    Richmond, VA job

    Founded in Richmond, Virginia, CapCenter is a rapidly growing, realty and mortgage company that optimizes the home buying and selling processes by combining mortgage, realty, and insurance under one roof. This allows CapCenter to provide better service and more savings to clients ultimately helping individuals and families find and afford their dream homes in our local communities. CapCenter is recognized as a Top Workplace. We are looking for problem solvers, forward thinkers, and team players to join our talented HR team to build and support our amazing workforce as we disrupt the realty, mortgage, and insurance industries. Job Overview With nearly 30 years of success in the mortgage industry, CapCenter is changing the way clients buy, sell and refi their homes. As we continue to grow, we are looking for results oriented self-starters. Combined with our need for top notch Realtors, Loan Originators, Attorneys and Insurance professionals, our Human Resources Manager will connect deeply with the business to successfully fulfill CapCenter's HR needs including, but not limited to, payroll, benefits, recruitment, employee relations and training and development. How do we describe our culture? Client-centric, one-stop-shop experience, entrepreneurial, innovative, never a dull moment! If you strive for excellence and thrive in a rapid change environment, you will love this job! Responsibilities Partner with CapCenter leaders and recruitment team to achieve hiring goals by identifying, assessing and hiring top talent. We move fast; you must be able to keep up with our pace! Consult with line management on performance metrics and monitoring, providing HR guidance when appropriate Manage and resolve complex employee relations issues Maintain in-depth knowledge of legal requirements related to day-to-day management of employees, reduce legal risks and ensure regulatory compliance Manage the HRIS platform (ADP) and employee benefit programs Create and deliver learning and development program initiatives that provide internal development opportunities for employees Lead periodic performance management processes Comply with federal statutes such as reporting, disclosure and posting; requirements, maintenance and retention of employee files; and other regulatory requirements Qualifications The Human Resources Manager demonstrates initiative, uncompromised integrity, a results-oriented mindset in addition to the following: 5+ years of experience in Human Resources (specifically related to benefits administration, compliance, recruitment, employee relations and learning and development) Bachelor's degree Knowledge of Human Resources and employment law Experience working with key stakeholders, leadership and cross functional teams Drive for self-development and a creative problem solver Experience with ADP Excellent verbal and written communication skills Excellent interpersonal and customer service skills Excellent organizational skills and attention to detail PHR/SPHR or SHRM-SCP preferred CapCenter is recognized as a Top Workplace in RVA and our culture is growth oriented. We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
    $73k-120k yearly est. 5d ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 1d ago
  • Lock Desk - Disclosure Desk Analyst - Available January 2026

    Burke & Herbert Bank 4.4company rating

    Moorefield, WV job

    Summary/Objective Provides rate lock support to mortgage loan origination staff and loan processors. Ensures any rate lock request is executed in a timely and efficient manner and continuously updates staff regarding rate locks on specific loan packages. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Maintain all lock request changes, reconciliations and extension requests. Communicate with the Loan Officers to accurately prepare disclosures. Monitor loans for potential TRID compliance violations. Manage lock desk email queue. Provide customer support to Loan Officers on their lock/extension requests. Complete file review on each loan and issue disclosures for initial loan applications, Change in Circumstances, and initial closing disclosures. Ensure all eligible fees are collected from customers. Reconcile GLs for fees charged to customers. Other Duties * Other duties as assigned. Skills/Abilities Strong quantitative aptitude with good attention to detail. Ability to provide excellent customer service in person and on the phone. Ability to handle stressful situations in a calm and courteous manner. Ability to communicate effectively, both verbally and in writing. Excellent record-keeping and file management skills. Knowledge and experience using Automated Underwriting System (AUS), MS Word, Excel, Outlook Knowledge of basic accounting processes and procedures. Understanding of all mortgage loan products (FHA/VA/CONV/USDA/ In-House) and knowledge of mortgage procedures, processes and documentation requirements a plus. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience * Bachelor's degree in Accounting, Finance or related field or equivalent related work experience required. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $22k-28k yearly est. 6d ago
  • Real Estate Attorney

    Capcenter 4.2company rating

    Richmond, VA job

    CapCenter is a rapidly growing business that is trailblazing new homeownership solutions. By optimizing all the buying, selling, and home financing needs in one place, we are able to provide first-in-class service and one of a financial benefit. CapCenter exists to help individuals and families achieve all their homeownership dreams. When you join CapCenter, you are impacting the largest industry in America, residential real estate. Job Overview CapCenter is seeking highly competitive and energetic Real Estate Attorneys who want to use their legal background, ethics, and training to help run CapCenter's business operations primarily and to advise the business secondarily. These Attorneys will perform a unique blend of business operations management and legal oversight activities and will not be afraid to roll up their sleeves to do whatever it takes to ensure CapCenter's clients receive the best experience possible. Core Responsibilities: Closing Execution. At CapCenter the closing ceremony is more than a necessary step in getting the deal closed. It is an opportunity for the Real Estate Attorney to meet with CapCenter's clients, deliver a professional and fun experience to those clients, address any lingering client concerns, and educate clients on other services and products offered by CapCenter. The goal is for all CapCenter clients to leave the closing eager to spread the CapCenter story to friends and family. Operations Team Leadership . The Real Estate Attorney will oversee a cross-functional team of mortgage and closing professionals to ensure that the Team is staying in compliance with internal operational timeline requirements and meeting or exceeding minimum client satisfaction targets. By doing so, the Real Estate Attorney is expected to help grow CapCenter's business. Lending Counsel. The Real Estate Attorney is embedded in CapCenter's mortgage and closing operations and is responsible for advising operational team members on legal and title requirements imposed by state law and the secondary mortgage market. Transaction Quality Control. The Real Estate Attorney is the key quality control manager for CapCenter's clients. In addition to preparing transactions for closing and advising the business, the Real Estate Attorney provides legal support and quality assurance to CapCenter's title, loan production, closing, and realty teams. State Law Subject Matter Expertise. The Real Estate Attorney will be responsible for becoming a subject matter expert on state law governing the operations team for which the Attorney provides oversight. Build a Better Way. The Real Estate Attorney will improve and streamline CapCenter's existing processes, forms, and systems so that the Company operates in an efficient and cost-effective manner. Qualifications The candidate must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Strong analytical skills and desire to use legal background to run a business, along with the ability to explain numerical concepts, are necessary. Some experience in the private practice of law is preferred. In addition, the following minimum attributes and qualifications are required: Law License and JD from an accredited law school, along with a Bachelor's degree Willingness to learn local real estate and mortgage markets Proven professionalism, ethics, and character Proven client service and relationship-building skills We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
    $77k-119k yearly est. 2d ago
  • Client Specialist, Commercial Real Estate Banking, Commercial Term Lending

    Jpmorgan Chase 4.8company rating

    Chicago, IL job

    Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour
    $25.5-34.6 hourly 8d ago
  • Strategic CFO for Nonprofit - Finance & Operations Leader

    Kentucky Society of Association Executives Inc. 3.5company rating

    Oak Brook, IL job

    A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr
    $123k-219k yearly est. 1d ago
  • Document Specialist

    Tata Consultancy Services 4.3company rating

    Cincinnati, OH job

    Uploading all documentation within emails to the respective loans Uploading all documentation received via mail to the respective loans Indexing any uploads that may need manual indexing Print and ship documentation received via email or task Clearing out all Urgent requests the same business day Working with Disclosure Desk to ensure all is within regulatory requirements Reviewing Collateral Packages to provide to servicing department Preparing files for storage shipment Salary Range :: $33,000 - $38,000 per year
    $33k-38k yearly 2d ago
  • Financial Partner/Universal Associate

    Heritage Financial Credit Union 4.4company rating

    Wappingers Falls, NY job

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.
    $20-23 hourly 4d ago
  • Office Manager & Personal Assistant

    Northwestern Mutual 4.5company rating

    Chicago, IL job

    Northwestern Mutual - Chicago enjoys a rich heritage as a provider of financial planning services. Since 1872, when Northwestern Mutual opened this office in Illinois, our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security. We are currently seeking a full time Office Manager to join our Hyde Park NM - Chicago office. The Office Manager is the first impression for guests and is responsible for overseeing the daily operations of the office . Below is a partial listing of job duties completed by the Office Manager: Assistant to the Managing Director Review office communication and relay important information or changes to leadership Monitor and approve expenses Cover reception area in the office, greet visitors, answer phones, book conference rooms, setup for meetings Be the liaison with building management and vendors Desired Skills: Excellent oral and written communication skills, organization, time management, strong attention to detail, ability to multi-task, Microsoft applications, ability to maintain confidentiality. Requirements: Full-time, in office 5 days a week 1-3 years of customer service, preferred Familiarity with Microsoft applications
    $78k-103k yearly est. 1d ago
  • Digital Financial Partner

    Heritage Financial Credit Union 4.4company rating

    Middletown, NY job

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour
    $23-26 hourly 1d ago
  • ERIEBANK, Wealth Partner Associate

    CNB Bank 3.3company rating

    CNB Bank job in Erie, PA

    Wealth Partner Associates are dedicated to providing outstanding personalized service to their clients through the bank's premiere financial services. They cater to the customer with a focus on growing and protecting the client's assets and seek to make a positive impact on the communities in which they live and work. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES * Collaborate with Wealth Partner Officer to identify sales opportunities * Nurture relationships with current customers of the Wealth Partner * Perform accurate reviews and research on customer accounts. * Assist Wealth Partner with implementing plans for customers and prospects. * Prospect new business within the branch network 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 - Maintain a culture of teamwork, collaboration and client focus by respecting all aspects of clients and co-workers * Client Focus - Focusing on providing exceptional customer experience. * Inclusion - Including all colleagues to ensure diverse thoughts are incorporated implemented processes and procedures 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: Positively works with others to produce excellent results * Volunteerism: A recognized and visible presence in 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: Personal responsibility for assigned areas and actions * Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges * Professionalism: Reflects skill, good judgment, and positive conduct POSITION LEVEL(S) EXPECTATIONS * Obtain SIE, Series 7, 66 and State Life, Accident and Health insurance exams within 6 months * Must receive a 3.5 or higher on annual review to be considered for a Wealth Partner position 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 job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below: 4-year degree in related field or equivalent combination of education and/or experience. FINRA Series 7 and 66 licenses plus State Life & Health license are preferred and may be required within 180 days. 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 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 systems, specifically MS Word, Excel and Power Point. * 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 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. May be required to lift 30 pounds in weight. 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. 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. ****************************************************************************************************************
    $137k-226k yearly est. 15d ago
  • Product Delivery Senior Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH job

    Play a crucial role in transforming ideas into functional products while navigating complex challenges. Develop your skills, contribute to meaningful change, and propel your career in an environment that values growth and learning. Join a team that empowers you to make a difference and supports your professional growth. Experience a culture that welcomes diverse ideas and encourages career mobility. Be part of a group that delivers value to millions of customers and thousands of employees. As a Senior Product Delivery Associate in the Operations User Acceptance Testing team, you will lead the release of products and features by overcoming obstacles and testing enhanced application functions. You will collaborate across the organization to ensure products continuously deliver value, while gaining advanced skills and experience to grow within your role. Your expertise will help define the vision, create strategy, and build roadmaps for solutions that impact millions. You'll develop a deep, end-to-end understanding of the business and find an inclusive culture that supports your growth. This role offers the opportunity to work with cutting-edge technology and contribute to meaningful change. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. The User Acceptance Testing team works closely with the business to identify, escalate monitor systems issues as well as lead testing activities for each application release. The results of testing activity are then communicated to the stakeholders. Job Responsibilities + Design, develop, and maintain robust automated test scripts for complex applications and systems. + Enhance and optimize existing automation frameworks and processes. + Analyze requirements and create detailed, reusable test cases and scenarios. + Execute automated and manual tests, analyze results, and ensure defects are logged and tracked to closure. + Collaborate closely with developers, business analysts, and other QA team members to ensure high-quality deliverables. + Participate in code reviews for test scripts and provide constructive feedback. + Mentor junior testers and provide guidance on best practices in automation. + Contribute to continuous integration and continuous deployment (CI/CD) pipelines by integrating automated tests. + Investigate and implement new tools and technologies to improve test automation efficiency. Required Qualifications, Capabilities, and Skills + Bachelor's degree in Computer Science, Information Technology, or a related field (or equivalent experience). + Seven years of experience in software testing, with a focus on automation. + Proficiency in automation tools such as Selenium, Cypress, Playwright, or Appium. + Solid programming skills in languages such as Java, Python, JavaScript, or C#. + Experience with test management and defect tracking tools such as JIRA or TestRail. + Familiarity with CI/CD tools such as Jenkins or GitLab CI. Preferred Qualifications, Capabilities, and Skills + Advanced scripting and coding abilities for building and maintaining automation frameworks. + Experience with API testing and tools such as Postman or REST Assured. + Knowledge of database queries and validation (e.g., SQL). + Understanding of software architecture and integration points. + Familiarity with version control systems such as Git. + Effective communication skills for working with cross-functional teams and presenting test results. + Willingness and ability to mentor junior testers and share automation best practices. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $58k-85k yearly est. 8d ago
  • Senior Private Tax Strategy Leader

    Price Waterhouse Coopers 4.5company rating

    Melville, NY job

    A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr
    $112k-151k yearly est. 1d ago
  • Project Manager | Transportation | Traffic

    HRG 3.8company rating

    Harrisburg, PA job

    At HRG, we pride ourselves on being an employee-owned, nationally recognized consulting engineering, planning, and infrastructure solutions firm. We are actively seeking a Traffic Project Manager in our Harrisburg, PA office. As a Traffic Project Manager with HRG, you will be responsible for: Project Management: Oversee traffic projects, including project and client communications, proposal preparation, scheduling, budgeting, and quality assurance Traffic Signal and Roadway Designs: Design of traffic signals, traffic signal corridors, and intersection improvements for traffic engineering projects Prepare Roadway and Traffic Signal Construction Plans Prepare Signing and Pavement Marking Plans Prepare Traffic Control Plans Prepare Right-of-Way Plans Coordinate with utility companies to identify and resolve potential conflicts Conduct QA/QC reviews and seal plans and reports as necessary Municipal Services: Traffic studies to evaluate traffic safety or operation concerns at intersections or corridors Design and permit of corridor traffic signal improvements Design of intersection improvement projects and streetscape / sidewalk projects, including preparation and submission of PennDOT Highway Occupancy Permits Review Transportation Impact Studies, Highway Occupancy Permits, and site circulation plans related to land development Assist municipalities with planning efforts, including Planning Studies, Transportation Program Management and grant assistance Attend municipal meetings, hearings and other meetings as necessary to discuss traffic issues or present findings and recommendations Land Development Services: Transportation Impact Studies and Scoping Applications; coordinate with PennDOT, County and Municipality for approval PennDOT Highway Occupancy Permits and Traffic Signal Permits in support of new development Local Trip Generation Studies Conduct QA/QC reviews and seal plans and reports as necessary Lead meetings with review agencies, clients, and utility companies as necessary for project approval and completion Construction Contracts: Prepare plans, specifications, and contract documents for project bidding Provide on-site project oversight, monitor progress, and address any deficiencies Coordinate with contractors, utility companies, and ensure compliance with permits Review and approve construction submittals, payment applications, and change orders Requirements: Bachelor of Science degree in Civil Engineering or related field Licensed Professional Engineer (P.E.) in Pennsylvania (or ability to secure through reciprocity within 6 months) 5+ years of project experience in the traffic engineering field, such as: Traffic impact studies Corridor planning studies Traffic signalization Corridor traffic signal design Municipal traffic studies and analysis Intersection improvements Highway occupancy permits Highway drainage design Right-of-way plans Maintenance and protection of traffic and detour plans ADA design 1+ years of project management experience or similar experience with project planning and scheduling PENNDOT project experience preferred Intermediate proficiency with AutoCAD Civil 3D and/or Microstation Experience with Synchro / SimTraffic, Highway Capacity Software, and Travel Demand Modeling preferred Client-focused leader and team player with strong communication skills Effective utilization of common business platforms such as Microsoft Office Suite, virtual meeting tools, project management systems, etc. Flexibility to travel to job sites, meetings, and other offices as necessary, which may include overnight stays Valid US Driver's License is required Legal authorization to work in the U.S. Life at HRG Are you a creative problem solver who wants to make a difference in people's everyday lives? Find out why it's #Good2bHRG: Work with Purpose & Impact: Our people design roads, bridges, water and sewer systems. They reduce pollution and protect environmental resources. They prepare sites for new homes, businesses, schools, and gathering spaces. They develop strategic plans and connect leaders to the funding they need to turn vision into reality. Join us, and use your talent to enhance safety, promote health and well-being, connect people and places, and build strong economies in the community around you. Comprehensive Compensation & Benefits: HRG offers a generous total rewards package including bonuses and other cash rewards, 401(k) with company match, Employee Stock Ownership Plan, medical, dental, vision, short- and long-term disability, life insurance for you and your dependents, general paid time off, paid parental leave, pet insurance, and more. 100% Employee Ownership: Every member of the team shares in the firm's financial success through the company-funded employee stock ownership plan (ESOP), but ownership means so much more to us at HRG. It's about communicating transparently, being accessible, and empowering everyone to contribute their ideas. Bright Opportunities for Growth: HRG has experienced steady annual growth over the past decade, adding new services and new territories across the tri-state area. We have a detailed path to continue that growth in the decade to come, and our people are the foundation of that plan. We provide ample training, mentorship, and peer networking opportunities, so you can continue to evolve your skills and take on new challenges. We also provide generous reimbursement for continuing education, licensure and certifications, and professional memberships. Freedom and Flexibility to Define Where and When You Work: You have many goals: professional and personal. At HRG, you'll be able to pursue them all. Our team has incredible flexibility to adjust their schedule around their life, start the weekend early with Half-Day Fridays, and do their work at home, in the office or any combination they choose. Fun, Supportive Environment: HRG has a One Company mindset focused on collaboration and shared success, not competition. Our founders set out to create an enjoyable workplace, and their vision continues today with regular potlucks, picnic lunches, team building retreats, and friendly games. National Recognition: HRG's people and projects have won 100s of awards, including ENR MidAtlantic's Design Firm of the Year. Great Place to Work: We've been honored numerous times as a Top Workplace, Employer of the Year, and one of the Best Places to Work in PA. We've also been recognized at the national level as one of the Best Places to Work in Engineering and one of the Best Places to Work Remote/Hybrid. Join us in driving future business while fostering a culture that values every team member's contribution. Apply now to be part of a company that truly values its people. Unsolicited resumes from third party agencies will be considered the property of Herbert, Rowland & Grubic, Inc. (HRG)
    $80k-118k yearly est. 5d ago
  • Billing Specialist

    Hale International 3.4company rating

    New York, NY job

    Billing Specialist - Workday Financials / PSA - Contract Hale International is supporting a Workday Financials environment approaching a Workday Financials and PSA go-live and is seeking an experienced Billing Specialist to provide hands-on billing support during this critical phase. The focus of this engagement is to take ownership of day-to-day billing operations while the internal accounting team remains focused on implementation, testing, and data validation activities. This role will play a key part in stabilising billing operations pre- and post-go-live, ensuring accurate invoicing, strong prebill controls, and effective collaboration with project and regional teams. Key Responsibilities: Own day-to-day billing operations during the Workday Financials and PSA implementation and go-live period. Prepare, review, and issue client invoices using Workday Billing / PSA, ensuring accuracy and timeliness. Partner closely with project managers to review billing inputs, validate time and expense data, and finalise invoices. Manage hourly, time & expense, and multi-rate project billing, including complex project structures with multiple rates. Review and validate prebills, resolving discrepancies prior to invoice generation. Support billing for complex project portfolios spanning multiple regions and teams. Assist with data validation and billing-related testing activities as required. Act as a Workday super user, supporting internal users post go-live and helping train the team on Workday billing processes. Support billing stabilisation and early optimisation following go-live. Required Experience: Proven experience as a Billing Specialist or Billing Analyst using Workday Financials and/or Workday PSA. Strong background in project-based, time & expense, and hourly billing environments. Experience working closely with project managers and operational teams on billing and invoicing. Hands-on experience with prebills, rate validation, and invoice accuracy. Comfortable operating in fast-paced environments during system implementations or transformations. Strong communication skills and confidence supporting and training end users on billing processes. Experience with Vantage Point is beneficial but not required. This is a strong opportunity to step into a hands-on billing role during a Workday Financials and PSA go-live, providing immediate value through operational ownership, billing accuracy, and post-go-live support.
    $31k-38k yearly est. 1d ago
  • Private Client Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr
    $92k-145k yearly est. 3d ago
  • Senior Commercial Credit Officer & Underwriter Lead

    Old National Bank 4.4company rating

    Chicago, IL job

    A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment. #J-18808-Ljbffr
    $84k-124k yearly est. 3d ago
  • Director of External Reporting - Wholesale Deposits

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL job

    A leading financial institution in Chicago is seeking a Deposits Financial External Reporting Controller. In this role, you will oversee the preparation of external financial statements and regulatory filings, ensuring compliance with US GAAP and SEC requirements. The ideal candidate will have over 12 years of experience in financial reporting within the financial services industry, strong leadership and analytical skills, and proficiency in financial systems like SAP. Join us to enhance our reporting infrastructure and drive strategic initiatives. #J-18808-Ljbffr
    $100k-130k yearly est. 3d ago

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