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: 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.
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$52k-96k yearly est. 8d ago
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ESSA Bank, Community Office Assistant Manager
CNB Bank 3.3
Creekside, PA job
Supports the Community/Commercial Office Manager in overseeing daily operations, customer service, and team coordination. Community Office Assistant Managers follow our bank philosophy of positive energy, positive outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
* Assist in supervising front line employees and daily banking operations
* Support customer inquiries and resolve basic service issues.
* Monitor transaction accuracy, compliance, and branch cash control.
* Contribute to branch sales goals and track performance metrics.
* Help train, coach and develop front line employees.
* Develop and maintain professional COI relationships and work closely with internal business partners.
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 colleagues, clients and community members with dignity and f fairness. Maintain courteous interactions even during challenging situations.
* Client Focus-Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
* Inclusion-Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.
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- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, provide on the spot coaching, empower staff and maintain the vision that aligns with the bank's mission.
* Integrity-Uphold ethical standards and honesty in all actions and decisions.
* Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
* Volunteerism- Engage in community outreach and corporate social 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-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
* Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
* Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.
SUPERVISORY RESPONSIBILITIES (if applicable)
Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
POSITION LEVEL EXPECTATIONS:
* Community Office Assistant Manager I- Provide exceptional client and employee experience. Uncover and originate consumer and home equity loans. Demonstrate operational proficiency within the branch.
* Community Office Assistant Manager II- Develop and maintain a strong loan pipeline and portfolio. Works diligently to provide an outstanding employee and customer experience. Demonstrates a strong level of proficiency with overall operations with minimal directions. Possesses a proven history or leadership, banking knowledge, and experience in a supervisory role.
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 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. 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.
ESSA 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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$44k-63k yearly est. 20d ago
CNB Bank, Compliance Data Analyst
CNB Bank 3.3
Clearfield, PA job
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.
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$52k-72k yearly est. 11d ago
CNB Bank, Commercial Relationship Manager
CNB Bank 3.3
State College, PA job
The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Client Relationship Management
* Serve as the primary point of contact for a portfolio of commercial clients.
* Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
* Conduct regular client reviews to assess financial needs and satisfaction.
Credit and Lending
* Analyze financial statements and assess creditworthiness of clients.
* Structure and negotiate commercial loans and credit facilities.
* Work with credit analyst to assist with the underwriting of credit proposal.
* Approves loans within specified limits or present loans to loan committee for approval.
Portfolio Management
* Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
* Identify and mitigate potential risks within the portfolio.
* Ensure compliance with internal policies and regulatory requirements.
Business Development
* Identify and pursue new business opportunities through networking, referrals, and market research.
* Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
* Collaborate with product specialists to deliver comprehensive financial solutions.
Internal Collaboration
* Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
* Participate in team meetings.
* Ensures loan documents are complete and accurate according to policy.
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 - Demonstrate that the feelings and rights of others are valued
* Client Focus - The relationships built with customers/co-workers are top priority.
* Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.
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 - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
* Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
* Collaboration - Work with others to produce or create excellence.
* Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.
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 - Maintain personal responsibility
* Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
* Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.
POSITION LEVEL(S) EXPECTATIONS
Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:
* Track record of business development and client acquisition
* Level of understanding of financial statements and risk assessment
* Familiarity with regulatory requirements and compliance standards
* Portfolio management
* Client relationship development
* Level of experience with structuring and negotiating loan terms
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. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.
* 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: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
* 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. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
* 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 10 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.
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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$69k-102k yearly est. 5d ago
CNB Bank Multi-Experience Agent
CNB Bank 3.3
Sandy, PA job
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 check 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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$24k-30k yearly est. 60d+ ago
CNB Bank, BSA/AML Analyst
CNB Bank 3.3
Clearfield, PA job
As a BSA/AML Analyst, you'll play a key role in safeguarding the bank from financial crime. This position focuses on monitoring transactions, identifying suspicious activity, and supporting compliance efforts across the organization. It's a great opportunity for detail-oriented professionals who thrive in a fast-paced, regulatory-driven environment and are passionate about risk management and continuous learning.
Below is a list of essential job functions. Additional responsibilities may be assigned by BSA management.
KEY RESPONSIBILITIES
Investigate and analyze transaction alerts generated by AML monitoring systems
Maintain accurate documentation of findings
Provide guidance and training to front-line staff on BSA/AML compliance.
Stay current with evolving BSA/AML regulations through ongoing training.
Support the BSA Officer with audits, projects, and other duties as assigned
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: Foster a positive, inclusive work environment
Client Focus: Build strong internal relationships to mitigate BSA/AML risk
Inclusion: Recognizing and appreciating the unique perspectives and contributions of individuals from diverse backgrounds
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: Lead projects, initiatives, or tasks regardless of position.
Integrity: Strong business ethics and abiding by company policies and procedures.
Collaboration: Work effectively with team members and departments
Volunteerism: Contribute at least 16 hours annually to community service
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: Manage assigned alerts and responsibilities with precision
Innovation: Recommend process improvements and risk mitigation strategies
Professionalism: Exhibit strong communication, judgement, and conduct
POSITION LEVEL EXPECTATIONS
It is expected BSA/AML Analyst will complete an average of 10 AML alerts daily with a high degree of quality; maintaining an annual edit rate of less than 10%.
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. On average one training course per month is expected for this role.
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.
High school diploma or GED required; associate or bachelor's degree preferred.
1-3 years of experience in AML, compliance, or a related field.
Strong analytical, communication, and problem-solving skills.
Ability to work independently and manage multiple priorities.
Background screening required.
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 with internal clients directly and effectively.
TECHNOLOGY SKILLS: Prior experience or the ability to learn core transaction system, familiarity with AML monitoring systems, and compliance platforms. Proficient in Microsoft Teams, Outlook, and standard office software. Ability to learn and navigate internal systems and tools efficiently.
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 is a hybrid/remote-eligible role. Occasional travel may be required. Reasonable accommodations will be provided for individuals with disabilities.
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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$82k-108k yearly est. 8d ago
ESSA Bank, VP, Commerical Banking Team Leader
CNB Bank 3.3
Allentown, PA job
Commercial Banking Team Leads are role models that exemplify our organization's core values. They provide outstanding personalized service to our clients while following our bank philosophies: See It, Own It, Solve It and Find a Way to Say Yes. Below is a list of essential job functions. Additional responsibilities may be assigned in the position.
LEADERSHIP
Possesses and displays a positive attitude in managing change, working and communicating consistently with others, and leading by adhering to policies, procedures, and client service standards. Ensures compliance with bank policies and procedures and consistently submits accurate and detailed loan documentation. Successfully leads team to meet or exceed established goals through delegation, ongoing education, and effective personnel management!
FOSTER OUR CULTURE
Displays a strong support of management and dedication to the organization. Maintains a professional and ethical image in appearance, communication, and action. Acts as a role model for the team, organization, and community and volunteers in professional organizations and local market events.
PROVIDE ENHANCED CLIENT SERVICE
Collaborates with team members and business partners to effectively work referrals and deepen client wallet share through client acquisition. Market the organization by bringing awareness to the bank with every opportunity focusing on relationship development and community involvement. Responds and manages client inquiries and concerns and resolves client issues in a timely manner.
BUSINESS DEVELOPMENT
Responsible for originating new commercial loans within the target market by maintaining a strong pipeline of prospects through encouraging business relationships and continued community involvement and outreach. Seeks opportunities to present commercial options, including CRA bank initiatives, to relaters, builders, businesses, and other centers of influence.
PROFESSIONAL DEVELOPMENT
Possesses an up-to-date solid understanding of all commercial lending and the various techniques and skills vital to perform duties. Responsible for submitting quality loan applications and meeting credit underwriting guidelines. Invests in staff to actively develop them long term. Strives for outstanding performance and demonstrates the ability to learn and retain material. Continues professional development by voluntarily participating in the PBA/OBL/NYBA and/or BAI e-learning elective courses as well as remaining abreast of industry trends.
Requirements
QUALIFICATIONS, EDUCATION, AND EXPERIENCE
To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from four-year college or university; Ten years or more of related experience and/or training; or equivalent combination and experience. Position level will be commensurate with knowledge, experience and education. 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 use telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core systems 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: 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 spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and human interactions. 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.
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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$93k-117k yearly est. 60d+ ago
ESSA Bank, Universal Associate, Part-Time
CNB Bank 3.3
Brodheadsville, PA job
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: 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
* Paid Time Off & Recognized Holidays
* Employee Assistance Program
* Employee Health & Wellness Program
* Special Loan and Deposit Rates
* Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ESSA 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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$56k-113k yearly est. 7d ago
CNB Bank, Residential Loan Funder
CNB Bank 3.3
Clearfield, PA job
A Residential loan funder is responsible for preparing and executing all funding procedures for new closed home equity loans. This includes verifying closing packages, confirming accuracy of final terms, ensuring all exceptions have been met, disbursing proceeds, and ensuring all required documents are complete and compliant.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Preparing an executing all funding procedures
Post-Closing reviews to validate documents, and exceptions to ensure completeness and accuracy before moving it to loan servicing
Process and Manages payoff requests as part of post-closing procedures
Submits mortgage documents for recording and verifies completion to maintain compliance
Performs GL reconciliation to confirm proper loan funding and payoff processing
Ensure documents are renamed according to the correct naming conventions
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
Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration
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
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 Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use.
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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$33k-45k yearly est. 11d ago
CNB Bank, Information Technology Operations Manager
CNB Bank 3.3
Clearfield, PA job
Full-time Description
The IT Operations Manager position will be responsible for the design, implementation, management, and maintenance of our virtual infrastructure and associated services. The candidate will work with internal IT and InfoSec staff as well as 3rd party vendors to review and implement new virtual services and maintain existing virtual and legacy deployments covering a wide array of technologies while maintaining industry best practices and ensuring compliance with all relevant regulations.
Below is a list of essential job functions. Additional responsibilities may be assigned in the position.
PROVIDE EXCEPTIONAL TEAM SUPPORT
Effectively deploy, support, and monitor the virtual infrastructure while working with departments and vendors to achieve strategic goals. Effectively analyze and communicate the needs of stakeholders to ensure an efficient and productive rollout of new virtual deployments and departmental efficiency enhancements. Detailed reporting on all virtual activities and responsibilities to management. Work with co-workers in achieving department goals.
PROVIDE EXEPTIONAL CLIENT SERVICE
Ability to identify problematic system areas, engage accurate support resources, and execute timely communication to those affected by adhering to the department's Service Level Agreement. Collaborate with both internal and external stakeholders & vendors as needed.
FOSTER OUR CULTURE
Possess and displays a positive approach in managing change, while demonstrating superb communication skills through effective conversations and collaboration. Be the source of exceptional client and employee experiences. Seek opportunities to support volunteerism in the local community's awareness events, increase the Bank's outreach, and foster new business.
FOCUS ON ACCURACY AND ATTENTION TO DETAIL
High focus on accuracy of details in collaboration with all levels of staff, management, and vendors. Ensure complete and accurate information is included in all communications that are technical in nature. Comply with all policies and procedures.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITES
IT is an ever-changing landscape and requires continuous learning to keep up with the new technologies and regulations. Seeks out technology certifications, conferences, and training opportunities to continue to enhance their abilities, and in turn the technical capabilities of the Bank.
Requirements
QUALIFICATIONS, EDUCATION, AND EXPERIENCE
EDUCATION and/or EXPERIENCE: Bachelor's degree in IT related field. Minimum 3 years of experience in VMware vSphere or similar technology. Strong understanding of servers, networking, storage, and security services. Experience with scripting and automation tools is preferred. Industry recognized IT and cloud certifications are preferred. 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 optimally both one-on-one and before groups of employees of the organization directly and effectively.
TECHNOLOGY SKILLS: Experience with workstations, printers, scanners, servers, network disk storage, routers/switches/WIFI, telephone systems, peripheral devices and various network connected devices. Microsoft services (Active Directory, DNS, NFS, SAN, LDAP, AAD, IIS, SQL, O365) and VMware (ESXi, vCenter, vMotion).
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percentage and to draw and interpret bar graphs. Ability to calculate subnet masks.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve complex problems in a fast-paced environment. Ability to troubleshoot and solve issues on short notice.
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 sitting while using office equipment such as computers, phones, and printers. The ability to lift or move 30lbs on occasion is required. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas.
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.
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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$107k-131k yearly est. 60d+ ago
CNB Bank, Wealth Partner
CNB Bank 3.3
State College, PA job
Full-time Description
Wealth Partners 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 job functions. Additional responsibilities may be assigned in the position.
PROVIDE ENHANCED CLIENT SERVICE
Discovers customer needs, develop solutions, and implement plans to exceed customer goals and expectations. Engage in relationship management activities so that relationships are nurtured and expanded, and all additional needs are met.
FOSTER OUR CULTURE
Possesses and displays a positive demeanor in managing change, working and communicating with others and adhering to policies and procedures under customer service standards. Proudly represents the corporation and become actively involved in the community in which he/she resides and works to promote goodwill and to generate new business.
EMBRACES TECHNOLOGY AND CHANGE
Possesses and display a positive approach in managing and embracing change. Continually evaluates processes and procedures to effectively use technology for efficiencies and accuracy.
FOCUS ON ACCURACY AND ATTENTION TO DETAIL
Performs accurate review and research for all maintenance, transactional, and client related activities and requests. Adheres to bank policies, procedures, and regulations set forth at the Federal and State levels. Adheres to our company's standards set forth by the bank for the customers.
SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Takes advantage of training opportunities to advance knowledge of rules and regulations that impact all avenues of asset management. Additional training in the department will be required to take on additional client-advice responsibilities.
Requirements
QUALIFICATIONS, EDUCATION, AND 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. Minimum of 10 years' experience in Wealth Management, Wealth Advisement, or a related field required. 15+ years' worth of wisdom in banking, financial services preferred. Prior sales and new business development experience required. Proven experience advising clients of investments, pre-retirement, education funding, and financial planning. CFP or similar professional designation preferred. FINRA Series 7 and 63 licenses plus VA Life & Health license are preferred and may be required within 180 days. 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, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Ability to communicate clearly with clients verbally and in writing and have confidence in distilling sophisticated topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possesses basic digital literacy including email, internet and intranet. Prior experience or ability to learn any computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to perform basic finance and accounting concepts and calculations.
REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
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 spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions. Do you have the 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.
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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$162k-276k yearly est. 60d+ ago
ERIEBANK, Universal Associate, Full Time
Eriebank 3.9
Eriebank job in Erie, PA
Description:
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: 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.
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$52k-96k yearly est. 9d ago
CNB Bank, Community Office Manager
CNB Bank 3.3
Pennsylvania job
Office managers are role models who exemplify our organization's core values. They lead and develop their team to achieve performance goals while providing outstanding, personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Monitor branch performance metrics and implement strategies to meet goals.
Drive and grow the office's loan and deposit portfolios through proactive client relationship management, business development, and community engagement.
Manage the office's daily operations, including cash flow, reporting, account management and security procedures.
Ensure customer satisfaction by addressing customer inquiries, resolving issues, and improving service processes.
Lead the branch team while promoting employee development, assist with employee recruitment, scheduling and performance evaluations.
Focus on driving strategic growth through innovative business development initiatives and strong client relationship management.
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 colleagues, clients and community members with dignity and fairness. Maintain courteous interactions even during challenging situations.
Client Focus- Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
Inclusion- Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.
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- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, empower staff and maintain the vision that aligns with the bank's mission.
Integrity-Uphold ethical standards and honesty in all actions and decisions.
Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
Volunteerism- Engage in community outreach and corporate social 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-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.
SUPERVISORY RESPONSIBILITIES (if applicable)
Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
Community Office Manager II/Officer- Proactively prospects and grows Business Banking relationships through outreach and call preparation by gathering all appropriate information needed. Maintains a strong pipeline of prospects through proactive business calling. Ask questions to understand the needs/goals of the business to make appropriate recommendations while looking for opportunities to bring in partners to help strengthen the business's relationship with the bank. Builds the bank's presence in the community.
Community Office Manager, AVP- Including the above plus independently processes all Business Banking loan requests up to $250,000. Has the capacity to review and understand financial statements, providing an appropriate analysis of business performance.
Community Office Manager, VP- Including the above and focuses on high level strategy, financial performance, and risk management.
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 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. 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.
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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$46k-67k yearly est. 5d ago
CNB Bank, Compliance Data Analyst
CNB Bank 3.3
Clearfield, PA job
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.
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$52k-72k yearly est. 60d+ ago
ESSA Bank, Universal Associate, Full-Time
CNB Bank 3.3
Brodheadsville, PA job
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: 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.
ESSA 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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$56k-113k yearly est. 28d ago
ESSA Bank, Multi -Experience Agent
CNB Bank 3.3
Stroudsburg, PA job
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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$25k-33k yearly est. 28d ago
CNB Bank, BSA/AML Analyst
CNB Bank 3.3
Clearfield, PA job
Description:
As a BSA/AML Analyst, you'll play a key role in safeguarding the bank from financial crime. This position focuses on monitoring transactions, identifying suspicious activity, and supporting compliance efforts across the organization. It's a great opportunity for detail-oriented professionals who thrive in a fast-paced, regulatory-driven environment and are passionate about risk management and continuous learning.
Below is a list of essential job functions. Additional responsibilities may be assigned by BSA management.
KEY RESPONSIBILITIES
Investigate and analyze transaction alerts generated by AML monitoring systems
Maintain accurate documentation of findings
Provide guidance and training to front-line staff on BSA/AML compliance.
Stay current with evolving BSA/AML regulations through ongoing training.
Support the BSA Officer with audits, projects, and other duties as assigned
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: Foster a positive, inclusive work environment
Client Focus: Build strong internal relationships to mitigate BSA/AML risk
Inclusion: Recognizing and appreciating the unique perspectives and contributions of individuals from diverse backgrounds
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: Lead projects, initiatives, or tasks regardless of position.
Integrity: Strong business ethics and abiding by company policies and procedures.
Collaboration: Work effectively with team members and departments
Volunteerism: Contribute at least 16 hours annually to community service
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: Manage assigned alerts and responsibilities with precision
Innovation: Recommend process improvements and risk mitigation strategies
Professionalism: Exhibit strong communication, judgement, and conduct
POSITION LEVEL EXPECTATIONS
It is expected BSA/AML Analyst will complete an average of 10 AML alerts daily with a high degree of quality; maintaining an annual edit rate of less than 10%.
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. On average one training course per month is expected for this role.
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.
High school diploma or GED required; associate or bachelor's degree preferred.
1-3 years of experience in AML, compliance, or a related field.
Strong analytical, communication, and problem-solving skills.
Ability to work independently and manage multiple priorities.
Background screening required.
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 with internal clients directly and effectively.
TECHNOLOGY SKILLS: Prior experience or the ability to learn core transaction system, familiarity with AML monitoring systems, and compliance platforms. Proficient in Microsoft Teams, Outlook, and standard office software. Ability to learn and navigate internal systems and tools efficiently.
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 is a hybrid/remote-eligible role. Occasional travel may be required. Reasonable accommodations will be provided for individuals with disabilities.
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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$82k-108k yearly est. 6d ago
CNB Bank, Wealth Partner
CNB Bank 3.3
Pennsylvania job
Wealth Partners 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 job functions. Additional responsibilities may be assigned in the position.
PROVIDE ENHANCED CLIENT SERVICE
Discovers customer needs, develop solutions, and implement plans to exceed customer goals and expectations. Engage in relationship management activities so that relationships are nurtured and expanded, and all additional needs are met.
FOSTER OUR CULTURE
Possesses and displays a positive demeanor in managing change, working and communicating with others and adhering to policies and procedures under customer service standards. Proudly represents the corporation and become actively involved in the community in which he/she resides and works to promote goodwill and to generate new business.
EMBRACES TECHNOLOGY AND CHANGE
Possesses and display a positive approach in managing and embracing change. Continually evaluates processes and procedures to effectively use technology for efficiencies and accuracy.
FOCUS ON ACCURACY AND ATTENTION TO DETAIL
Performs accurate review and research for all maintenance, transactional, and client related activities and requests. Adheres to bank policies, procedures, and regulations set forth at the Federal and State levels. Adheres to our company's standards set forth by the bank for the customers.
SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Takes advantage of training opportunities to advance knowledge of rules and regulations that impact all avenues of asset management. Additional training in the department will be required to take on additional client-advice responsibilities.
Requirements
QUALIFICATIONS, EDUCATION, AND 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. Minimum of 10 years' experience in Wealth Management, Wealth Advisement, or a related field required. 15+ years' worth of wisdom in banking, financial services preferred. Prior sales and new business development experience required. Proven experience advising clients of investments, pre-retirement, education funding, and financial planning. CFP or similar professional designation preferred. FINRA Series 7 and 63 licenses plus VA Life & Health license are preferred and may be required within 180 days. 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, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Ability to communicate clearly with clients verbally and in writing and have confidence in distilling sophisticated topics into easy-to-understand summaries for clients who may not have a lot of knowledge in the areas in which they are seeking advice.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possesses basic digital literacy including email, internet and intranet. Prior experience or ability to learn any computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to perform basic finance and accounting concepts and calculations.
REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
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 spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions. Do you have the 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.
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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$156k-225k yearly est. 11d ago
CNB Bank, Commercial Relationship Manager
CNB Bank 3.3
Pennsylvania job
The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Client Relationship Management
Serve as the primary point of contact for a portfolio of commercial clients.
Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
Conduct regular client reviews to assess financial needs and satisfaction.
Credit and Lending
Analyze financial statements and assess creditworthiness of clients.
Structure and negotiate commercial loans and credit facilities.
Work with credit analyst to assist with the underwriting of credit proposal.
Approves loans within specified limits or present loans to loan committee for approval.
Portfolio Management
Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
Identify and mitigate potential risks within the portfolio.
Ensure compliance with internal policies and regulatory requirements.
Business Development
Identify and pursue new business opportunities through networking, referrals, and market research.
Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
Collaborate with product specialists to deliver comprehensive financial solutions.
Internal Collaboration
Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
Participate in team meetings.
Ensures loan documents are complete and accurate according to policy.
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 - Demonstrate that the feelings and rights of others are valued
Client Focus - The relationships built with customers/co-workers are top priority.
Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.
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 - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
Collaboration - Work with others to produce or create excellence.
Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.
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 - Maintain personal responsibility
Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.
POSITION LEVEL(S) EXPECTATIONS
Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:
Track record of business development and client acquisition
Level of understanding of financial statements and risk assessment
Familiarity with regulatory requirements and compliance standards
Portfolio management
Client relationship development
Level of experience with structuring and negotiating loan terms
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. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.
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: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
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. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
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 10 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.
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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$70k-103k yearly est. 6d ago
ESSA Bank, Universal Associate, Full-Time
CNB Bank 3.3
Stroudsburg, PA job
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: 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.
ESSA 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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