Job Description
Support the sales efforts of the associated Everence office. Provide technical expertise and clerical and administrative support for financial consultants. Deliver excellent customer service to current policyholders, members, prospects, and staff.
RESPONSIBILITIES AND DUTIES
Become proficient in using the Everence client database system (CRM) to effectively manage ongoing client data and office processes.
Acquire and maintain a strong working knowledge of all Everence investment and insurance products, paperwork, and the systems for processing workflow.
Prepare investment reviews.
Acquire and maintain a strong working knowledge of compliance regulations.
Attend scheduled team meetings and conference calls.
Perform other tasks such as: maintaining current product-related forms, photocopying, filing, scanning, faxing, constructing letters and memos, completing various mailings, answering phones, and adding documentation to the client database system (CRM).
Manage office details including (but not limited to): Gathering and submitting expenses, processing mail, ordering office supplies and materials, overseeing the shredding process, ordering snacks and drinks for client meetings, etc.
Provide sales assistance including:
Effectively manage customer inquiries and questions regarding various products and services.
Process and maintain various communication approvals through the Broker-Dealer compliance system.
Maintain current forms, investment materials, and compliance records.
Prepare and assemble materials needed for appointments or mailings.
Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace).
Process and forward applications to appropriate departments and companies.
Monitor pending trades and account activity and send thank you letters when confirmations are received.
Provide updates and confirmations to the applicable Consultants whenever money movement processes occur. Send confirmations to clients as well.
Prepare correspondence and various client reports.
Stay current with announcements posted daily on Everence secure consultant website, as well as non-Everence product websites.
Set up and maintain client files in hard copy, database management system (CRM), and scanning system (OnBase).
Input client data using Financial Profiles software.
Schedule client appointments and answer phone calls.
Handle marketing and mailing projects as necessary.
Screen incoming calls and forward them to the appropriate consultant or representative.
Assist with other projects as assigned.
QUALIFICATIONS
Education:
Prefer at least two years of college or specialized training
Experience:
Prior experience in financial services or the insurance industry is preferred
A minimum of two years of administrative support experience preferred, including proficiency in using Microsoft Office software
Must have experience or aptitude to learn PC-based software programs
Skills and Abilities:
Personable: enjoys helping people; proficient with phone skills
Ability to take initiative; proven organizational skills; strong attention to detail
Exercises good judgment and displays a positive attitude
Problem-solving abilities
Sensitivity to confidentiality of information
Enthusiastically embraces the mission of Everence
Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy
Ability to relate and communicate well with all contacts, internal and external
Ability to handle difficult situations with tact and diplomacy
Excellent communication skills including both written and verbal; good grammar and spelling skills
Ability to meet the public in a professional and friendly manner
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
$33k-42k yearly est. 30d ago
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Member Services Representative
Everence 3.7
Everence job in Kidron, OH
Professionally represent Everence Federal Credit Union to members and future members. Accurately and efficiently process member transactions and service requests, as well as open new memberships/accounts in a courteous, discreet, and professional manner. Promote credit union products and services by proactively engaging in conversation with individuals, organizations, and businesses, helping them achieve their banking needs. Serve as backup to other branch staff and support branch manager and staff with additional office responsibilities as assigned.
RESPONSIBILITIES AND DUTIES
Process member transactions such as deposits, withdrawals, check cashing, loan payments, transfers, cashier's checks, cash advances, stop payments, wire transfers, etc.
Process non-member transactions through the CO-OP Shared Branching network.
Adhere to policies and procedures, including but not limited to security, transaction verification, cash limits, cash handling, and check cashing guidelines. Adhere to the Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA), which includes the Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
Balance cash and daily transactions. Investigate and resolve out-of-balance conditions.
Scan checks received for deposit, payment, or cash.
Ensure individuals, organizations, and businesses meet eligibility requirements.
Open/close memberships/accounts and renegotiate Certificates of Deposit/IRAs.
Complete forms and enter information into the database to establish new memberships/products/services, order checks and perform maintenance and service requests.
Receive, direct, and handle telephone calls, facsimile, email, and mail-in requests.
Process night depository and mail-in transactions.
Present and explain credit union products and services to members and recommend the right products and services to assist them in meeting their everyday banking needs.
Cultivate member loyalty and deepen member relationships by engaging members. Educate members on options for managing financial transactions by leveraging technology, tools, and resources.
Serve as a resource for members by answering questions and researching requests. Apply product and procedural knowledge to identify, mitigate, and resolve member problems effectively.
Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, and teller interactions. Deliver a full Everence conversation with every client interaction to identify the appropriate Everence solutions.
Manage member traffic flow through the lobby and telephone.
Assist in branch opening and closing procedures.
Support balancing and auditing vault, other MSR cash, and negotiable instruments.
Quality check new memberships/accounts and service/maintenance requests.
Complete reports and records as needed.
Onboard new members with follow-up telephone calls, e-mail messages and/or mailings.
Contact members and prospects to update records, set appointments, and cross-sell.
Complete all required training and participate in electives to enhance skills.
Participate in meetings and other events as required.
Assist Branch Manager with follow-up work such as insurance, financials, and assembling loan folders.
QUALIFICATIONS
Education: Minimum high school diploma or equivalent
Experience:
Basic understanding of credit union operations
Cash handling or retail service experience is required and experience in financial services preferred
Skills and Abilities:
Ability to provide exceptional service
Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
Strong interpersonal, communication, and organizational skills
Accuracy and attention to detail with mathematical aptitude and analytical skills
Ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services
Ability to operate related computer applications and business equipment including PC, Internet, e-mail, Windows software, adding machine, telephone, facsimile, copy machine, money counting machine, and scanner. Experience with customer databases a plus
Adaptability to changing workflows to remain productive in fast-paced and slower times
Availability to work based on branch needs
Ability to lift boxes and heavy coins as well as stand on feet for extended periods of time
SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time (M-Th 8:30am - 5 pm / F 8 am- 6 pm)
$22k-27k yearly est. Auto-Apply 60d+ ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Remote or Alexandria, VA job
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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$101k-152k yearly est. 6d ago
Chief Lending & Credit Strategy Executive
Farmers National Bank 4.7
Canfield, OH job
A regional financial institution is seeking a Chief Banking Officer to oversee all Credit and Lending divisions. The ideal candidate will have over 15 years of financial executive leadership experience and be responsible for developing strategies to grow the loan portfolio while ensuring compliance and optimizing operations. Strong knowledge of credit policies and excellent communication skills are essential. This leadership role includes coaching staff and aligning departmental goals with the company's strategic vision.
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$133k-197k yearly est. 4d ago
Investment Consultant- Virginia Beach, VA
Charles Schwab 4.8
Virginia Beach, VA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$88k-160k yearly est. 1d ago
Trust Advisor III (Danville, Northern Virginia, Chesapeake, or Richmond Markets)
Atlantic Union Bank 4.3
Danville, VA job
Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements.
Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Represents the bank in key community activities, including business, charitable, civic and social organizations to maintain a proper responsible citizen stature for the bank.
Performs other duties that may be assigned.
Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Perform and coordinate client estate planning.
Perform detailed estate and trust administration.
Promotes new business from prospective and existing trust clients.
Develop and maintain long-term client relationships by providing excellent customer service.
Handle daily incoming customer calls and inquiries in a professional manner.
Develop referral sources and secure new customers in effort to assist with the business development strategy.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Maintain and service existing clients.
Work with investment, tax and legal professionals to meet client needs, goals and objectives.
May have some sales responsibility commensurate with experience and composition of book of business.
Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.
Organizational Relationship
This position reports to Head of Trust and Estate Services
Position Qualifications
Education & Experience
Bachelor's degree.
CFP, CTFA, CPA, MBA or law degree strongly preferred.
5+ years of legal, tax, trust and estate planning and or administration experience, preferably in a bank trust environment with trust and estate laws and regulations experience or an estate and trust legal department or firm.
Knowledge & Skills
Advanced analytical and problem-solving skills.
Strong written and verbal communication skills.
Superior interpersonal skills.
Superior client service skills.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$90k-139k yearly est. 1d ago
Software Engineer Intern
Northwest Bank 4.8
Warren, PA job
Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis.
ESSENTIAL FUNCTIONS:
* Under direct supervision, support, install, troubleshoot, maintain and manage applications.
* Test, implement, document, and maintain support FAQ's and solutions.
* Triage support incidents and escalates high priority events to the appropriate groups.
* Perform ongoing monitoring and health checks for applications.
* Create automation solutions for support and maintenance tasks and activities.
* Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools
* Support and maintain solutions built on Microsoft SharePoint and Office 365.
* Support and maintain enterprise content management solutions e.g. Fiserv Nautilus.
* Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies.
* Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools.
* Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools.
* Work with internal customers to assess business needs and works with a team to find solutions.
* Create and maintain application documentation.
* Analyze and improve the efficiency of various systems and services.
* Help to define, record and execute application disaster recovery plans and procedures.
* Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations.
* Follow through to ensure each problem is resolved according to the established SLAs.
* Work collaboratively with business users and other application development groups.
* Complete and develop a working application that will be used by App Dev or NWB.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$40k-51k yearly est. 5d ago
Mortgage Training and Policy Associate
Capcenter 4.2
Richmond, VA job
At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership.
Job Overview:
CapCenter is seeking a Mortgage Training & Policy Associate to ensure new and existing mortgage production team members are equipped with the knowledge and skills needed to deliver exceptional customer service. This role partners closely with Mortgage Production and Compliance leadership to develop, enhance, and deliver training for both new hires and current team members. The ideal candidate is highly organized, collaborative, and adept at translating regulatory requirements into clear, practical, and user-friendly learning resources.
Key Responsibilities:
Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements.
Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes.
Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting.
Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements.
Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team.
Qualifications:
· Bachelor's degree in finance, business, communications, teaching or other related field preferred.
· Experience in mortgage underwriting, operations, training, and/or compliance.
· Exceptional written and verbal communication and presentation skills.
· Engaging and dynamic personality with the ability to motivate and inspire a team.
We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$51k-80k yearly est. 1d ago
Investments Director: Strategy, Modeling & Team Leadership
Phillips Edison & Company 4.2
Cincinnati, OH job
A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth.
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$121k-165k yearly est. 3d ago
Project Scheduler
Blackrock Resources LLC 4.4
Canonsburg, PA job
We are currently hiring a Project Scheduler for our client in the Canonsburg, PA area.
The Project Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to support the successful execution of electrical and multi-trade projects. This role works closely with Project Managers, Superintendents, and MEP trade partners to ensure schedules accurately reflect project scope, sequencing, and resource requirements across Data Center, Healthcare, and Light Industrial projects.
The Project Scheduler will leverage scheduling and planning tools, including Assemble, to support schedule development, model-based planning, and coordination with project teams.
Key Responsibilities
Develop, maintain, and update detailed project schedules from pre-construction through project close-out
Create baseline schedules, short-interval schedules, and look-ahead schedules to support field execution
Utilize Assemble for model-based schedule planning, quantity takeoffs, and integration with project schedules
Collaborate with Project Managers and Superintendents to align schedules with field means and methods
Coordinate schedule activities with general contractors and other MEP trades in a multi-trade environment
Track project progress, identify schedule variances, and analyze impacts to the critical path
Prepare schedule updates, recovery plans, and mitigation strategies as required
Support schedule coordination meetings and clearly communicate schedule changes to stakeholders
Ensure schedules reflect procurement, fabrication, installation, testing, and commissioning activities
Assist with change order evaluations and schedule impact analysis
Maintain accurate scheduling documentation and reporting
Required Qualifications
Bachelor's degree in Construction Management, Engineering, or a related field or equivalent construction scheduling experience
Minimum 3-5 years of construction scheduling experience, preferably in electrical or MEP construction
Experience supporting Data Center, Healthcare, or Light Industrial projects preferred
Proficiency with scheduling software such as Primavera P6 and/or Microsoft Project
Experience using Assemble or similar model-based planning tools
Strong understanding of construction sequencing and multi-trade coordination
Ability to interpret construction drawings, specifications, and BIM models
Strong analytical, organizational, and communication skills
Preferred Qualifications
Experience working for an electrical contractor or MEP subcontractor
Familiarity with BIM-enabled scheduling, The Client planning, and model-based coordination
Experience coordinating schedules with general contractors and owner representatives
Knowledge of procurement planning and long-lead electrical equipment scheduling
Experience supporting fast-track or design-build projects
All interested candidates should send an updated MSWord resume to the email address provided.
$81k-117k yearly est. 3d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH job
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$58k-83k yearly est. 4d ago
Community Development Administrative Assistant, Cleveland
Dollar Bank, FSB 4.1
Cleveland, OH job
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
* High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
* Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
* Mortgage, credit counseling or lending experience preferred.
* Knowledge of Bank operations, functions and organization preferred.
* Must be proficient in Microsoft Office products (Candidate will be tested).
* Communicate clearly and concisely, both orally and in writing.
* Establish and maintain effective working relationships with those contacted in the course of work.
* Strong interpersonal skills required.
* The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
* A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
* Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
* Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
* Attend evening and weekend events as required
* Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
* Review Home Ownership Program applications.
* Actively researches for new community development partnerships that align with Community Development mission.
* Order and review credit reports as requested.
* Maintain updated filing/purging system to keep accurate count of program clients.
* Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
* Manage database of new clients via computer and create customer records.
* Assist Community Development Officer with clients and follow-ups as needed.
* Work in conjunction with Marketing Department on departmental booklet ads for events.
* Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
* Prepare for exams from the Office of the Comptroller of the Currency (OCC).
* Verify/Investigate organizations as 501 (c3), non-profit.
* Prepare and send notifications/official letters to approved organizations.
* Assist VP with contribution budget preparation and monitoring.
* All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: 45,000-54,000
$26k-32k yearly est. 4d ago
NetSuite Consulting Manager - Not for Profit
Rsm Us LLP 4.4
McLean, VA job
NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: McLeantime type: Full timeposted on: Posted Todayjob requisition id: JR116870We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## The NetSuite Consulting Manager is a key leadership role responsible for overseeing end-to-end NetSuite implementation projects, managing delivery teams, and ensuring client success through strategic oversight, solution design, and operational excellence. This role combines project leadership, team development, client relationship management, and technical solution design with a strong focus on quality and continuous improvement. The Consulting Manager also supports business development efforts and drives innovation across the practice.## ## **Key Responsibilities:**## ## **Project Leadership & Delivery*** ## Lead full-cycle NetSuite implementation projects, ensuring scope, schedule, and budget adherence.* ## Oversee project planning, resource allocation, and delivery execution across multiple engagements.* ## Manage project risks, issues, and dependencies proactively to ensure successful outcomes.* ## Serve as the primary escalation point for project teams and clients.* ## Drive project leadership initiatives, including SuiteBilling and ZoneBilling implementations.## ## **Solution Design & Technical Leadership*** ## Design and implement NetSuite solutions for accounting, revenue management, and complex billing processes.* ## Create high-level solution designs and resolve deployment challenges.* ## Analyze enterprise business processes and define future-state architectures.* ## Occasionally implement solutions hands-on while collaborating with senior consultants.## ## **Team Management & Development*** ## Supervise and mentor consultants, providing coaching and career development.* ## Foster a culture of collaboration, accountability, and continuous improvement.## ## **Client Relationship Management*** ## Build strong relationships with key stakeholders and act as a trusted advisor.* ## Ensure alignment with client business objectives and recommend best-fit NetSuite solutions.## ## **Business Development Support*** ## Partner with sales teams to scope opportunities, prepare proposals, and participate in presentations.* ## Support practice growth initiatives and develop new service offerings.## ## **Practice Operations & Continuous Improvement*** ## Monitor key metrics such as project profitability and client satisfaction.* ## Stay current on NetSuite product updates, SuiteApps, and industry trends.## ## **Required Qualifications:*** ## Bachelor's degree, preferably in Accounting or MIS.* ## 8+ years of ERP implementation experience (NetSuite preferred).* ## Strong understanding of accounting principles, revenue management, and billing processes.* ## Experience with SuiteBilling, ZoneBilling, and project leadership.* ## Excellent communication and stakeholder management skills.* ## NetSuite certifications or professional designations are a plus.## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
#J-18808-Ljbffr
$112.1k-225.5k yearly 2d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Columbus, OH job
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-58k yearly est. 4d ago
Mortgage Loan Underwriter
Peoples Security Bank & Trust 4.3
Bethlehem, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Mortgage Loan Underwriters are responsible for performing administrative and underwriting duties to support the mortgage loan function; acquiring intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market; achieving goals as established in the Bank's business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports.
Essential Duties:
Performs administrative and underwriting duties to support the mortgage loan function of which the following are illustrative:
Assists with pre-qualification underwriting and loan structuring.
Performs of due diligence and underwriting once loans are under application.
Verifies and reviews financial loan documents.
Assesses borrower(s) credit worthiness.
Processes and issues all required disclosures.
Communicates changes in loan terms as necessary.
Prepares recommendations for credit review committee or loan originators.
Reviews loan documents for completeness.
Assembles loan documents in loan file, including acceptance or denial and returns file to origination mortgage loan office.
Notifies all required personnel of disposition of underwriting results.
Performs credit analysis and approves mortgage loans within established lending authority.
Maintains knowledge of FHA, VA, and USDA lending guidelines.
Perform Administrative Compliance Reviews of subject property appraisals for completeness, accuracy, adequacy and validity in accordance with financial institution policy
Maintains intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market.
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day, and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: Associate degree or equivalent knowledge normally required; specialized bank education/training related to mortgage lending.
Experience: A minimum of 5 years' related experience normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$46k-57k yearly est. 4d ago
Teller-Full Time
Northwest Bank 4.8
Bloomington, IN job
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. Northwest Tellers provide an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business.
ESSENTIAL FUNCTIONS:
Achieve financial wellness activity goals, such as identifying referral opportunities and contributing to the overall office's overall sales performance goals
Assist customers and visitors with questions, problem resolution, and other needs. Proactively engage with customers to understand needs and inform them of product/service features and benefits. Refer customers to appropriate team member for complex requests or products/services.
Actively engage with and greet customers and take ownership to resolve any customer issues or concerns
Balance teller drawer daily and participate/assist in office meetings/huddles, operations meetings, and dual control balancing of vault, ATM, and any other device, as needed
Deliver on our North(west) star experience and champion our customer's financial wellness through delivery of exceptional customer experience - both in person, over the phone, and through email communications.
Exceptional delivery of our 5 Culture Promises
Complete educational training as assigned and self-educate using bank designed programs and applications
Have general knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
Knowledge and adherence to all security and dual control processes
Responsible to participate in branch opening and closing tasks as needed
Protect the bank from unnecessary risk by following compliance, risk, and operational procedures
Work as a team with co-workers to complete daily tasks, demonstrating respect and professionalism, being prompt, and supporting management with special requests as needed
Work evening hours and weekends as scheduled, assigned, or necessary
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
KNOWLEDGE, SKILLS, & ABILITIES:
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Knowledge of computers and the Teller System
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
High School Diploma or equivalent preferred
Work Experience:
Customer service experience preferred
Cash handling experience preferred
Banking and/or retail experience preferred
All applicants will be screened; however, only those most closely matching the qualifications of the job posting will be contacted. You can check the status of your application by logging back into your account. We appreciate your interest in our position!
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$28k-32k yearly est. 4d ago
Digital Product Manager - Salesforce Practice (REMOTE--VA, NC, MD, PA, GA)
Atlantic Union Bank 4.3
Phoenixville, PA job
The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy.
Position Accountabilities
Lead team of product managers responsible for the following:
Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth
Assess digital platforms in the external marketplace and make recommendations for potential partnerships
Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed
Develop the business cases and business requirements for digital opportunities and drive to execution
Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives
Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map
Develop and manage goals and key performance indicators
Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities
Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers
Continuously assesses competitive moves and monitors performance against objectives.
Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations
Prioritize product requirements and coordinate release plans with IT and key constituents.
Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones
Guide and direct complex projects, identify key stakeholders and gain participation.
Lead team of analysts responsible for the following:
Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements.
Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals.
Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board.
Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow.
Develop and maintain design documentation working across the organization for documenting integration points between systems.
Improve systems by studying current practices and designing modifications.
Recommend controls by identifying problems and opportunities; controls to include system access and configuration management.
Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems.
Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support.
Organizational Relationship
Reports to Head of Digital Strategy
Position Qualifications
Education & Experience
Bachelor's Degree required
10+ years of financial services experience
5+ years of experience in the digital space
Experience as a people manager
Knowledge & Skills
Excellent verbal, writing and presentation skills
Program management and leadership experience
Strong PowerPoint and Excel skills to assemble & lead executive presentations
Demonstrated experience developing and executing against a strategic plan
Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully.
Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels
Ability to influence diverse, cross functional team to success without direct authority over the team
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$100k-144k yearly est. 4d ago
Financial Services Field Internship
Thrivent Financial 4.4
Cleveland, OH job
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.
Participate in a robust orientation and training program.
Shadow financial advisors during client meetings, workshops, community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates, new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
Collaborate with other interns to research and present a project, based on best practices in building a financial services business.
Position Qualifications:
College junior or senior working toward a degree in business, finance, marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
Strong analytical and problem-solving skills; oral and written communication skills.
Course Credit:
Thrivent internships are available for course credit, but must be coordinated with your school administration.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$34k-40k yearly est. Auto-Apply 60d+ ago
Qualified Retirement Plan Advisor
Farmers National Bank of Canfield 4.7
Beachwood, OH job
SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Managing a book of retirement plan investment advisory business
Developing and implementing an Investment Policy Statement (IPS)
Monitoring investments for soundness and appropriateness on a plan level basis
Conducting regular investment review meetings with new and existing clients
Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps
Clearly define and communicate the profile of a potential corporate retirement plan client
Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile
Develop and strengthen lead generation from other Centers of Influence
Conduct direct client prospecting
Oversee the performance of any administrative associates directly reporting to them
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
Bachelor's Degree in Business (Finance preferred)
Must have Life, Accident & Health license, Series 7, and Series 66
Minimum of one (1) year retirement plan advisory experience
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsSeries 63 License (preferred)
Series 7 License (preferred)
Series 6 License (preferred)
Skills
Sales Experience (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$68k-109k yearly est. 4d ago
Universal Banker
The Farmer's Bank 3.9
Tipton, IN job
Apply Description
The Customer Care Representative role allows employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. A Customer Care Representative can service a customer both at a teller window as well as at a customer service desk, depending on the needs of the customer in front of them. The primary role of a Customer Care Representative is to hold conversations with customers, understand their needs, and match financial solutions the bank offers to help the customer achieve Financial Well-Being, in a friendly, ethical, and efficient manner. Universal Bankers may process deposits and pay out funds in accordance with bank procedures; record all transactions accurately and balance each day's operations. Hours vary and include Saturdays.
1. Customer Service and Sales.
2. Educate customers on solutions that meet their needs, including new accounts, services, and digital
3. Make complete recommendation to ensure Financial Well-Being of the customer (cross selling)
4. Engage customers by following up through onboarding or campaigns
5. Maintenance accounts by changing addresses and names; order checks and close accounts as needed.
6. Assist customers by answering financial questions, expose fraud, explain bank services and service charges
7. Open/Close Night Drop with dual control processes for various Night-Drop and mail.
8. Other Duties as Assigned.
Requirements
Competencies Required
1. Competency #1: Customer Relations
* The degree which customer service and professional rapport is demonstrated in the day-to-day business environment. Such as being polite and attentive, or focused on the needs of the customer.
2. Competency #2: Attitude
* The degree to which one is positive, constructive, and supportive toward customers, employees, and the company. The level of enthusiasm and commitment demonstrated in job performance.
3. Competency #3: Accountability
* The degree which one is answerable and responsible for actions and performance either individually or on a team
4. Competency #4: Teamwork & Cooperation / Organization Relations
* The degree to which the employee works with peers and other internal departments to create a collaborative, cooperative, and productive working environment. The level of response to customer requests, both internally and externally. Anticipation and control of obstacles. The level of demonstrated team, sensitivity, support, and respect.
5. Competency #5: Attention to Detail
* The level at which tasks are performed carefully, accurately, and in accordance with specific instructions. Consistency of work quality and compliance with standards, requirements, and expectations. The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules.
6. Competency #6: Job Knowledge (Basic)
* The level of knowledge, skills and education required to perform job duties, and their application to job functions. Commitment to expanding knowledge, skills, and/or education.
7. Competency #7: Productivity
* The level of work output or efficiency as compared to a standard or compared to others. The ability to use time and resources well.
Zippia gives an in-depth look into the details of Everence, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Everence. The employee data is based on information from people who have self-reported their past or current employments at Everence. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Everence. The data presented on this page does not represent the view of Everence and its employees or that of Zippia.
Everence may also be known as or be related to EVERENCE ASSOCIATION INC, Everence, Everence Financial, Everence Financial Services and Everence Services, LLC.