Call Center Representative - Mon/Tues/Fri ONSITE, Sat/Sun REMOTE
Mid Penn Bancorp Inc. 3.9
Mid Penn Bancorp Inc. job in Harrisburg, PA or remote
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in our Halifax or Harrisburg locations.
We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview - Monday/Tuesday/Friday On-Site 8:30a-5p, Saturday/Sunday Remote 8:30a-5p
The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers.
Essential Duties and Responsibilities
Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers.
Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable.
Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level.
Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers.
Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases.
May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed.
Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries.
Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly.
Ensures work tasks and activities are completed in compliance with company policies and industry regulations.
Prints and mails documents, statement, and other notices.
Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc.
Responds to voicemails.
Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc.
Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer.
Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department.
Education & Qualifications
A high school diploma or equivalent.
A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred.
Intermittent rotating weekend hours required.
Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology.
Regular and predictable attendance is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$29k-34k yearly est. Auto-Apply 6d ago
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Residential Loan Servicing Representative - Clearfield, PA
Mid Penn Bancorp Inc. 3.9
Mid Penn Bancorp Inc. job in Clearfield, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Residential Loan Servicing Representative in Clearfield, PA.
We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
This is a 100% onsite position in Clearfield, PA
Essential Duties and Responsibilities
Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include:
Processes address changes, in accordance with current address change procedures.
Adds, and maintains, AFT and ACH loan payment information in the core system.
Completes billing maintenance and creates manual billing notices.
Responds to internal and external customer inquiries via phone and the ticketing system.
Reviews new notes audit report for accurate escrow boarding.
Produces disbursement checks for escrow excesses/refunds.
Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts.
Processes money wire to Federal Home Loan Bank
Reports active/delinquent status updates to USDA; remits USDA servicing fees.
Requests paid serviced loan documents from the third-party document custodian.
Reviews daily transaction exception reports and makes appropriate corrections.
Prepares and processes loan payments.
Processes incoming hazard and flood insurance correspondence.
Completes work with exceptional accuracy and attention to detail.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Handles direct communications, both written and verbal, with customers and other parties.
Handles customer telephone calls.
Completes account research and makes appropriate corrections, including payment adjustments.
Performs Branch Capture end of day processing.
Performs duties of other Loan Servicing personnel as needed.
Ensures work tasks and activities are completed in compliance with company policies and industry regulations.
Maintains confidentiality of customer information.
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Regular and predictable attendance is required.
Education & Qualifications
A high school diploma or equivalent.
A minimum of one (1) year related experience required.
Familiarity with various types of loans preferred.
Banking experience and/or knowledge of residential loans strongly preferred.
Ability to work 100% onsite in Clearfield, PA
Skill(s)
Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Document scanner
Branch capture machine
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$85k-155k yearly est. Auto-Apply 38d ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Pittsburgh, PA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$57k-99k yearly est. 16d ago
Employee Relations Partner
Northwest Bancorp, Inc. 4.8
Mount Joy, PA job
The Employee Relations Partner plays a critical role in fostering a positive and compliant workplace culture within the bank. This role serves as a trusted advisor to leaders and employees, ensuring fair and consistent treatment across the organization while mitigating risk and supporting the bank's mission of integrity, customer service, and operational excellence. The Employee Relations Partner is responsible for managing employee relations matters, conducting investigations, and supporting policy adherence in alignment with banking regulations and employment law.
Key Responsibilities:
* Provide expert guidance to managers and employees on employee relations issues, including performance management, disciplinary actions, and conflict resolution.
* Conduct thorough, confidential investigations into employee complaints, including harassment, discrimination, and ethical concerns, ensuring compliance with internal policies and banking regulations.
* Partner with Legal, Compliance, and HR leadership to ensure consistent and legally sound handling of employee relations matters.
* Monitor and analyze employee relations trends, identifying risk areas and recommending proactive solutions to improve workplace culture and reduce liability.
* Support the development and delivery of training programs on workplace conduct, ethics, respectful communication, and regulatory compliance.
* Collaborate with HR Business Partners and senior leaders to support organizational changes, restructures, and workforce planning initiatives.
* Maintain detailed documentation of employee relations cases, ensuring accuracy, confidentiality, and compliance with recordkeeping standards.
* Assist in the review and enhancement of employee relations policies and procedures to align with banking industry standards and employment law.
* Serve as a resource for interpreting federal and state employment laws, banking regulations, and internal policies.
Qualifications:
* Bachelor's degree in Human Resources, Business Administration, or related field
* 5+ years of progressive HR experience with a strong focus on employee relations, preferably in the banking or financial services industry.
* In-depth knowledge of employment law, regulatory compliance, and HR best practices.
* Exceptional communication, interpersonal, and conflict resolution skills.
* Proven ability to manage sensitive and complex situations with discretion and professionalism.
* Experience conducting investigations and preparing detailed reports.
* Proficiency in HRIS systems and Microsoft Office Suite.
Preferred Attributes:
* Master's degree or HR certification (e.g., SHRM-CP, PHR)
* Experience working in a regulated industry such as banking or financial services.
* Strong analytical skills and ability to interpret data to inform decisions.
* Commitment to ethical practices, diversity, equity, and inclusion.
* Ability to build trust and influence across all levels of the organization.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$42k-53k yearly est. Auto-Apply 60d+ ago
Program Lead
Bank of America 4.7
Scranton, PA job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Global Credit Operations: This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.
Responsibilities:
Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders
Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations
Minimum Qualifications:
2 or more years' experience with change management
2 or more years' experience with Agile methodology
Proficiency in MS Office Products, Jira
Proven track record of leading change initiatives in medium to large organizations
Desired Skills:
Bachelor's degree in business administration, Organizational Development, or related field.
Master's degree or MBA.
International experience, but not required
Preferred Certifications (1 or more):
Certified Change Management Professional (CCMP)
PMP (Project Management Professional)
Skills:
Process Design
Program Management
Project Management
Reporting
Strategy Planning and Development
Issue Management
Oral Communications
Presentation Skills
Prioritization
Problem Solving
Performance Management
Process Performance Management
Process Simplification
Risk Management
Workforce Planning
Shift:
1st shift (United States of America)
Hours Per Week:
40
$107k-135k yearly est. Auto-Apply 52d ago
Associate Instructor
Mid Penn Bancorp 3.9
Mid Penn Bancorp job in Philadelphia, PA
A great banking experience starts with a great team! To support our continued growth, Mid Penn Bank is actively seeking an Associate Instructor to join our team! This position can be located in Harrisburg, PA or in the Greater Philadelphia area. This is an on-site position that requires retail banking experience. Travel throughout the entire Bank footprint is required (PA and NJ). Position may travel 25%- 50% of the time.
We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Associate Instructor is responsible for conducting company-wide employee training with a focus on training for the Retail Banking business line. The Associate Instructor will conduct instructor-led training at MPB University and on-the-job training in Financial Centers. The Associate Instructor will assist in maintaining records, working with Subject Matter Experts, and assembling appropriate reference guides, manuals, and other learning materials. The Associate Instructor will help implement strategies to achieve goals developed for the department as part of the Company's annual strategic plan and ensure the department's compliance with operating policies, procedures, and outside regulatory requirements.
Essential Duties and Responsibilities
* Delivers Core Retail Banking education courses including but not limited to Financial Center Essentials, Financial Center Operations, and Customer Service.
* Understands foundational principles of in-person/virtual facilitation and classroom management.
* Understands and can advise customers on retail best practices; demonstrates a solid understanding of banking practices.
* Collaborates and partners with Retail and Bank Operations management and staff to ensure Retail Banking programs incorporate accurate and appropriate content including, but not limited to, customer service, operational procedures, product knowledge, and consultative sales/relationship building skills.
* Practices appropriate classroom management techniques; demonstrates appropriate pre-class planning and preparation practices; utilizes post class debrief activities; coaches and delivers feedback to participants; escalates concerns to Senior Instructor, Human Resources, and employee's direct manager, as warranted.
* Utilizes online meeting applications, such as Webex. Uses various other technologies to deliver content, design materials, or complete daily work (including but not limited to Microsoft office applications, Word, Excel, PowerPoint).
* Works with the Director of MPB University regarding content delivery methods and scope of priorities.
* Achieves goals assigned as part of MPB University's responsibilities within the annual strategic plan. Communicates with management and staff personnel to successfully complete the stated goals and activities.
* Delivers engaging messages and/or presentations to a group of people which achieves the class or meeting's objectives.
* Conducts a wide range of training programs to meet the needs of the Company and our employees.
* Monitors policy and procedure changes/updates and makes appropriate updates and changes to Retail programs as needed.
* Updates other training materials such as manuals and handbooks as needed.
* Hosts virtual training sessions; assists with classroom set-up for in-person Instructor-led training.
* Updates Retail training materials to reflect accurate policy, procedure, and regulatory requirements.
* Evaluates the effectiveness of training programs in coordination with managers and supervisors including the impact of training on learners' job performance. Tracks, and reports the information gathered.
* Maintains appropriate and accurate records as well as completes all assigned reports within the specified time frame.
Education & Qualifications
* A B.S. or B.A. degree in Business, Education, or a related field of study preferred.
* Previous teaching or training experience preferred.
* Retail banking experience required.
* Valid Driver's License is required - Travel throughout the entire Bank footprint is required. Position may travel 25%- 50% of the time.
* Regular and predictable attendance is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary for this position is $20.85/hour - 27.00/hour.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$20.9 hourly 28d ago
Director of Enterprise Technology Program Management
Northwest Bancorp, Inc. 4.8
Bellevue, PA job
The Director of Enterprise Technology Program Management role will lead and oversee the Northwest Bank's technology transformation initiatives, with the CRM implementation as a key program under its purview. This role will be responsible for driving the successful execution of enterprise-wide technology programs, ensuring alignment with business objectives, regulatory requirements, and customer-centric innovation.
The ideal candidate is a seasoned program leader with a proven track record in enterprise technology transformation, large-scale program management, and stakeholder engagement in financial services.
Essential Functions
* Develop and execute the bank's technology program management strategy, ensuring alignment with business goals and digital transformation initiatives.
* Oversee a portfolio of enterprise technology programs, including but not limited to CRM implementation, data modernization, cloud migration, and core banking enhancements.
* Provide strategic leadership for the bank's CRM transformation initiative, ensuring seamless integration with existing banking systems and alignment with customer engagement strategies
* Establish governance frameworks, methodologies, and best practices for enterprise-wide technology project execution.
* Work closely with executive leadership, business unit heads, and technology teams to align enterprise technology programs with strategic objectives
* Drive cross-functional collaboration to break down silos and foster a culture of digital innovation and transformation.
* Lead change management efforts, ensuring smooth adoption of new technologies across the organization.
* Act as a key liaison between business stakeholders, IT teams, and third-party vendors, ensuring CRM capabilities enhance operational efficiency and customer experience.
Additional Essential Functions
* 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
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
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
Bachelor's Degree Technology, Business, or a related field
Master's Degree Technology, Business, or a related field
Work Experience
6 - 8 years enterprise technology program management, IT strategy, or digital transformation in the financial services sector.
6 - 8 years Proven experience managing large-scale technology implementations, including CRM, cloud, data platforms, and core banking systems.
General Employee Knowledge, Skills, and 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
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$116k-146k yearly est. Auto-Apply 60d+ ago
Private Banker
Mid Penn Bancorp 3.9
Mid Penn Bancorp job in Philadelphia, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-59k yearly est. 8d ago
Cash Management Specialist - Harrisburg, PA
Mid Penn Bank 3.9
Mid Penn Bank job in Harrisburg, PA
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Specialist in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Specialist is responsible for performing a variety of duties to support the cash management function, including project work, proposals, account analysis, and customer implementations. This individual will help to coordinate work within the department as well as with other departments. The Cash Management Specialist will respond to inquiries or requests for information from internal and external customers and report pertinent information to department management.
Essential Duties and Responsibilities
* Performs account analysis of products and customer relationships, including profit/loss modules and risk assessments.
* Assists with developing cash management business proposals.
* Manages operations for the CDARS and ICS programs; acts as the contact person for the programs; obtains rates; performs account opening, closing, and maintenance; mails monthly statements; communicates with customers on renewals.
* Reviews cash management refund requests; makes recommendations to Cash Management Officer and processes refunds as appropriate.
* Maintains an awareness of trends and new developments in the field of cash management services.
* Assists in promoting cash management services.
* Completes a variety of projects to support the cash management function.
* Processes remote deposit audit requests.
* Manages monthly cash management reviews and corrects invalid email addresses.
* Monitors CIP and Missing Documents Log; works with Cash Management Officer to clear items.
* Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the work place.
* Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the company's compliance with all regulatory requirements. Manages risk by completing all mandatory compliance and regulatory training assigned by the stated due date.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum. Some college or degree preferred.
* A minimum of three (3) years' experience in related positions normally required.
Skill(s)
Proficient reading, writing, grammar, mathematics, and analytical skills; proficient interpersonal relations and communicative skills; proficient PC skills including word processing, data entry, and spreadsheets; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$44k-55k yearly est. 60d+ ago
Teller - Full Time
Northwest Bancorp, Inc. 4.8
Jersey Shore, PA job
Northwest Tellers are important members of our retail network team because they often have the most interaction with our customers. This position provides an excellent customer service experience by welcoming customers, efficiently processing transactions, resolving problems, providing educational service, and uncovering financial needs for referral to the appropriate line of business.
As their knowledge and expertise grow in the position, tellers serve as a role model and coach to other tellers to ensure that effective service, operations, and support of office sales initiatives exist within the office. This ensures that tellers are providing an excellent front-line customer experience by welcoming customers and providing efficient and educational service.
Essential Functions
* Master all Essential Functions - Teller and Teller II
* Successful completion of Teller II assessment required with management recommendation and approval and a working knowledge of Teller III duties
* 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
* Achieve goal of 8-10 transactions processed per hour
* Identify referral opportunities by engaging with your customers during transaction processing. Know your customer.
* Actively engage in lobby leadership by greeting customers and taking ownership to resolve any customer/client issues and concerns
* 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
* 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
* Act as a coach and mentor, while serving as a role model in all areas of operations, for all teller teammates
* Lead by example promoting a sales and service culture within the branch and assist management with identifying referral opportunities from the teller line
* Assist management when needed to ensure the teller line is running efficiently and that all tellers are adhering to bank policies and procedures with respect to money handling, cash levels, transaction processing and controls
* Balance teller drawer daily and participate in dual control balancing of vault, ATM, and any other device, as needed
* Responsible for weekly ATM balancing/maintenance functions, daily vault balancing, daily branch balancing procedures, weekly cash ordering and shipments, completion of the audit certification, participation in office meetings/huddles and operations meetings as needed
* Assigned an elevated drawer limit, check signing authority, supervisor authority in teller system and supervise vault operations and procedures
* Have good working knowledge of all office systems and software, perform maintenance and possess an in-depth knowledge of bank products, services, and digital offerings
* Assist management with completion of the Audit Certification requirements and teller staff scheduling as needed and contribute to overall score card performance expectations
* Complete educational training as assigned and self-educate using bank designed programs and applications
* Work evening hours and weekends as scheduled, assigned, or necessary
* Responsible for adherence to all security and dual control processes, daily branch tasks such as report review, scanning, follow up, etc., and branch opening and closing tasks as needed
Additional Essential Functions
Essential Functions
* 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
Additional Responsibilities
* Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
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
Work Experience
2 - 3 years Customer service experience
2 - 3 years Cash handling experience
2 - 3 years Northwest Bank retail experience
Knowledge, Skills, and 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
Additional Knowledge, Skills and Abilities
Knowledge of computers and the Teller System
Licenses and Certifications
Northwest Bank Teller II Assessment
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$31k-35k yearly est. Auto-Apply 7d ago
Banking: Senior Credit Analyst
Mid Penn Bank 3.9
Mid Penn Bank job in Harrisburg, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Senior Credit Analyst to join our team in PA or NJ. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Senior Credit Analyst is responsible for analyzing credit data and financial statements of individuals or businesses to determine the degree of risk involved in extending credit. This individual will prepare reports with credit information for use in the credit decision. In addition, the Senior Credit Analyst will accompany Commercial Loan Officers on customer calls to collect information and ask questions that are necessary during the credit analysis process. Senior Credit Analysts will work independently with limited supervision while analyzing the most complex credits and provide leadership and guidance to less experienced Credit Analysts.
Essential Duties and Responsibilities
* Works independently and with minimal supervision to analyze credit data for the most complex credits.
* Reviews and analyzes data and financial information to evaluate and provide judgment on the short and long-term repayment prospects of the individual or company.
* Synthesizes the results of the financial review and prepares financial statement spreads and a written financial analysis summarizing the borrower's historical and projected performance, credit strengths and weaknesses, sources of repayment, potential risks to the organization, and overall evaluation of creditworthiness.
* Applies credit policy to all loan requests and identifies exceptions to policy that would need additional approvals.
* Researches specific industry issues and economic trends to predict the potential impact to the borrower's performance.
* Provides recommendations to assist in policy & procedure development or maintenance.
* Contributes to active portfolio management and makes recommendations based on the receipt and evaluation of new financial information.
* Accompanies Commercial Loan Officers on customer calls to collect information and ask questions.
* Continues on-going education to stay abreast of current economic conditions, techniques in credit analysis, risk management, and industry trends.
* Achieves goals assigned to the Senior Credit Analyst as part of the assigned department's annual operating plan.
* Helps establish department goals and implements strategies to achieve goals and helps to manage department workflow when needed.
* Collects information and asks questions that are then used in the credit analysis process.
* Works closely with Loan Officers and department management on more complex transactions and interacts with customers and their financial officers in gaining in-depth understanding of customer's business and financial position.
* Contacts accountants, attorneys, and/or borrowers to obtain additional information.
* Prepares financial documents and reports in an accurate and timely manner.
* Completes a minimum average of 8 write-ups per month.
* Completes extensions prior to month end.
* Actively manages the term loan reviews as assigned.
* Collaborates with credit team to identify and correct any issues related to the lending function including customer service, internal operations, credit control procedures, etc.
* Communicates with management and staff personnel in order to integrate goals and activities.
* Partners with department management to help train and develop less experienced Credit Analysts; provides leadership, acts as a mentor, reviews work for accuracy, and coaches on best practices and advanced credit underwriting skills.
* Responds to inquiries relating to his/her particular area, or to requests from other company personnel, customers, etc., within given time frames and within established policy.
* Ensures that all credit analysis activities are conducted in accordance with prescribed departmental procedures and applicable laws or regulations.
* Estimates the degree of risk involved in extending credit or lending money to firms or individuals.
* Determines risk rating based on the evaluation of financial information.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Prepares or oversees the preparation of key department reports such as, Portfolio Management Reporting, Monthly Stock Collateral Valuation report, Borrowing Base tracking reports, Quarterly Board Reports, and others.
* Maintains appropriate records and reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
* Prepares minutes for company meetings.
* Performs 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.
* Regular and predictable attendance is required.
Education & Qualifications
* A B.S. or B.A. degree, preferably in a related field of study; specialized financial analysis training also preferred.
* A minimum of two (2) to (3) years' related experience normally required.
Skill(s)
Proficient reading, writing, and grammar skills; proficient interpersonal relations, communicative, and presentation skills; ability to work with mathematical concepts such as ratio and trend analysis and ability to interpret trends in each; ability to read, analyze, and interpret industry information, customer financial statements, and tax returns; ability to define problems, collect data, establish facts, and draw valid conclusions; proficient in use of Microsoft Excel, Microsoft Word, information systems, and Internet research; demonstrated leadership skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Automobile
* Telephone
* PC/Computer keyboard
* Printer
* Fax machine
* Copy machine
* Calculator
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$73k-96k yearly est. 60d+ ago
Cash Management Operations Manager
Mid Penn Bank 3.9
Mid Penn Bank job in Harrisburg, PA
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Manager in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Manager is responsible for implementing and maintaining the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system, and the various modules attached to that system and ensure the cash management products and services are implemented and working efficiently and effectively. The Cash Management Operations Manager will work closely with IT, the Electronic Banking Department, Deposit Services, Risk Management, Audit and Finance, as well as the Cash Management Sales Team to meet all customer needs. As an integral member of the Cash Management department, this individual will provide direct managerial oversight, guidance, coaching and direction to assigned staff.
Essential Duties and Responsibilities
* Implements and maintains the products and services related to cash management.
* Develops an understanding of the core processing system and any ancillary modules required to support cash management.
* Develops and implements account analysis service charge links between Fiserv systems; Navigator, Access Manager, ACH Manager, WireXchange, Commercial Center, Remote Deposit Capture, Positive Pay, and any additional processing modules that are capable of generating fee-based transactions.
* Researches and develops new services that are not currently available to our customer base.
* Develops an understanding of what is being offered in the surrounding markets and the pricing structure; finds appropriate solutions to offer the sales team so they can compete.
* Ensures the cash management products and services are implemented and working efficiently and effectively.
* Ensures the entire team is continuously trained and coached on how to recognize and respond to situations involving suspected fraud, whether targeting customers, our systems, or other employees.
* Ensures that all operational procedures, policies, and systems, are configured to prevent, minimize, or detect attempts of fraud against the Bank or its customers.
* Develops and maintains a high degree of knowledge of current and changing regulatory requirements, ensuring that products, staff, policies, and procedures, are in compliance with said requirements.
Ancillary Duties
* Performs 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.
* Regular and predictable attendance is required.
Education & Qualifications
* A 4-year college degree in related field or related work experience required; Cash Management certification desired. Extensive and direct work experience may supplant some of the formal education requirement.
* A minimum of seven to ten (7-10) years' related experience normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient technical skills, including working knowledge of Microsoft Word and Excel, data communications, information security, and personal computer functionality; familiar with banking technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer banking needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
* Various check scanners
* Smartphones / Tablets as used in conjunction with cash management services.
* ITI Core Processing System
* Commercial Center online banking system
* Wire transfer systems
* Lockbox systems
* PIM ACH Processing System
* Commercial Online Banking System
* Account Analysis System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$70k-103k yearly est. 60d+ ago
Professional Development Associate - Cash Management
Mid Penn Bank 3.9
Mid Penn Bank job in Harrisburg, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Professional Development Associate to join our Cash Management Team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Professional Development Associate will be responsible for performing a variety of duties throughout the Cash Management Department within the framework of a formalized Professional Development Program. This individual will gain hands on experience in several departments and positions. The Professional Development Associate will have opportunities to observe and/or visit various areas of the company to gain a broader understanding of all facets of the bank and the role Cash Management plays within the bank.
Essential Duties and Responsibilities
* Participates in activities and completes tasks to become familiar with Cash Management processes, products, and services relating to both sales and operations.
* Demonstrates and role models professionalism, ethical behavior, and effective decision making at all times.
* Develops a thorough understanding of financial products, operational systems, and internal workflows to ensure accurate processing and informed decision-making.
* May attend seminars, courses, and other financial related educational activities for professional development purposes.
* Observes and/or performs assigned tasks to become familiar with department processes and procedures.
* Provides administrative assistance to department manager and others as assigned.
* Provides accurate and timely support to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Provides accurate and timely support to internal and external partners regarding operational processes, documentation, and account maintenance; ensures information is communicated clearly and efficiently.
* Coordinates with various business units (such as lending, deposits, electronic banking, and risk management) to resolve operational inquiries and ensure smooth completion of service requests.
* Proactively identifies opportunities to improve processes, enhance efficiency, and support internal teams through collaboration and problem-solving.
* Utilizes internal systems and tracking tools to monitor workflow, maintain accurate records, and ensure operational tasks are completed according to policy and deadlines.
* Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy.
Ancillary Duties
* Performs 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.
* Regular and predictable attendance is required.
Education & Qualifications
* A B.S. or B.A. degree, preferably in a related field of study.
* A minimum of one (1) years' related experience normally required.
* Ability to work a flexible schedule as required to meet operating needs.
Skill(s)
Proficient reading, writing, and grammar skills; proficient analytical, critical thinking and mathematics skills; proficient communicative and interpersonal relations skills; working knowledge of assigned function; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-47k yearly est. 21d ago
Cash Management Officer - Malvern, PA
Mid Penn Bancorp Inc. 3.9
Mid Penn Bancorp Inc. job in Malvern, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management/Treasury Officer to join our team in Malvern, PA. This individual would support cash management sales in Chester, Delaware, Montgomery, & Bucks Counties.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management/Treasury Officer is responsible for contributing to the company's deposit growth through active participation in business development activities and generation of fee income through analysis and negotiation of terms and conditions of cash management products and services. This individual will acquire, expand, and retain customer relationships and is expected to provide a superior level of customer service.
Essential Duties and Responsibilities
Actively seeks to market and sell cash management products and services to corporate clients and prospects; performs analysis and prepares proposals for cash management services to existing and prospective customers.
Achieves fee income targets and deposit dollar targets in accordance with established goals.
Participates in community and networking events.
Supports the business development efforts of Financial Center Managers and Commercial Loan Officers.
Assists in Implementation of strategies to achieve goals assigned to the department.
Reviews current products for future adjustments, improvements, expansions, or elimination, depending on market strengths and weaknesses.
Assists in cash management product installation, implementation, and maintenance within the company and its branches; Assists in product training for employees.
Maintains an awareness of trends and new developments in the field of cash management services; assists in ensuring that other company personnel are aware of cash management activities and products; assists them with unusually complex services and in promoting cash management services.
Researches and reports on competitors' products, pricing, and marketing and recommends strategies to gain market share; assists in coordination of pricing of products to ensure profitability and competitiveness; interfaces with Pricing Committee on product pricing to include interest rates and fees.
Assists in developing marketing strategies for company products, as well as product marketing plans.
Education & Qualifications
A B.S. or B.A. degree in Business Administration or related field normally required.
A minimum of two (2) to four (4) years' related experience normally required.
Regular and predictable attendance is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$66k-91k yearly est. Auto-Apply 12d ago
Private Wealth Client Associate
Bank of America 4.7
Pittsburgh, PA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$38k-49k yearly est. Auto-Apply 25d ago
Trust Officer
Northwest Bank 4.8
Lock Haven, PA job
The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions
• Comply with Trust policies and procedures
• Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts
• Assist with sett personal goals and targets
• Review customer account transactions daily
• Oversee / schedule client distributions / bill payments
• Schedule client meets on periodic basis
• Review financial / investment markets daily
• Prepare / review customer documentation and agreements
• Manage personal workload/workflow
• Administer Trust relationships appropriately
• Conduct regular investment review of portfolio with Investment Officer
• Administer Guardianship accounts
• Administer Custodian accounts
• Assure appropriate management of IRA's and funds
• Assure accurate / timely settlement of Estates
• Respond to Employee Benefit inquiries appropriately
• Develop a high community profile
• Initiate and author client correspondence
• Cultivate potential referrals from exist accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Perform presentations / meets with prospects
• Finalize new agreements with customers
• Coordinate and prepare information for RFP requests
• Cross sell other Bank products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate information passed to Trust Operations
• Oversee system cod on individual accounts
• Self-learn / knowledge of Microsoft Office / Trust Account System
• Self-learn / knowledge of Internet & Email
• Minimize departmental non-payroll costs
• Adhere to stated Trust department fee schedules
• Minimize nonstandard fee schedules
Additional Essential Functions
Essential Functions
• 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
Safety and Health for Supervisors with Direct Reports
• Provide leadership and positive direction for maintaining the safety and loss prevention program
• Actively participate in and support employee participation in the safety and loss prevention program by ensuring that employees know how to properly report a safety issue, making sure that all accidents are promptly reported to Human Resources and documented, and ensuring that prompt action is taken whenever workplace hazards are identified
• Help implement emergency procedures
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.
Preferred Education
Bachelor's Degree Business / Finance / Related
Preferred Work Experience
8 - 12 years relevant experience
Customer service or sales experience
General Supervisory/Manager Knowledge, Skills, and Abilities
• Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches
• Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans
• Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion
• Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning
• Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience
• Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information
• Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
• Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters
Additional Knowledge, Skills and Abilities
Team player
Excellent organizational and time management skills
Ability to analyze financial data
Strong client relationship management skills
Excellent interpersonal and communication skills
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$33k-59k yearly est. Auto-Apply 60d+ ago
Financial Sales and Service Specialist
Mid Penn Bancorp 3.9
Mid Penn Bancorp job in Wayne, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
Opens deposit accounts and takes loan applications.
Responds to customer questions, quotes rates and payments, recommends services.
Helps with account maintenance such as address changes, change of account signers, etc.
Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
Serve as a Financial Center Associate, when required.
Education & Qualifications
A high school diploma or equivalent with an emphasis in a business curriculum.
Notary experience preferred or ability to obtain notary as needed.
A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$28k-44k yearly est. Auto-Apply 22d ago
Asset Recovery Specialist - Harrisburg, PA
Mid Penn Bank 3.9
Mid Penn Bank job in Harrisburg, PA
A great banking experience starts with a great team! To support our continued growth, Mid Penn Bank is actively seeking an Asset Recovery Specialist to join our team! We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Asset Recovery Specialist is responsible for performing collection and administrative duties that impact the asset recovery function. This individual will be responsible for achieving goals as established in the Asset Recovery Department's annual operating plan.
Essential Duties & Responsibilities
* Communicates with delinquent borrowers in attempting to obtain late payment, using various means of contact such as telephone, letters, emails, personal face to face meetings; utilizes effective human relations skills and various forms of persuasion to present a positive company image in a typically adverse situation.
* Contributes to the soundness of the installment loan portfolio through prompt collection of delinquent accounts.
* Utilizes methods of asset recovery under terms of the loan contract, depending on the feasibility and applicability of each case if initial recovery attempts do not secure required payment; extends due dates or refers customers to proper lending personnel for refinancing of delinquent loans; repossesses collateral on secured items if the delinquent situation requires such action.
* Reviews company records and transactions to resolve misapplied payments, researching account transactions to ensure that payments are properly credited; evaluates payments (scheduled and unscheduled) being made on delinquent accounts and determines how the payment will be applied, i.e., principal, interest, escrow, and late charges, or if the payment is unacceptable.
* Locates customers with whom the company has lost contact; tactfully, resourcefully, and within the Fair Debt Collection Guidelines, tries to probe for information leading to the location of the delinquent customer. Uses company provided data research services to locate customers.
* Responds to inquiries relating to his/her particular area, or to requests from other company personnel, customers, etc., within given time frames and within established policy.
* Actively seeks and engages in learning and development opportunities to ensure peak performance by completing and/or demonstrating the following:
* Partners with manager to complete a written Individualized Development Plan that aligns with achieving current performance expectations and supporting potential career goals.
* Applies newly learned knowledge and skills on the job.
* Shares information with others that may benefit from his/her expertise.
* Seeks coaching and feedback to ensure high performance.
* Maintains control over delinquencies with respect to a satisfactory percentage of past-due accounts as defined in the department's plan.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Notifies customer of his/her rights and amount due or any further obligations, if applicable.
* Contributes to the company's growth and customer satisfaction by helping customers to resolve problems with their consumer loans.
* Analyzes the borrower's financial situation and advises the borrower concerning possible options; recommends adjustment procedures to be followed or appropriate action to be taken.
* Receives and reviews daily a computerized listing of all assigned delinquent loans or works daily from an assigned queue in designated software.
* Coordinates the collections of past due accounts with Financial Center Managers, Loan Officers and Portfolio Managers.
* Achieves goals assigned to the Asset Recovery Officer as part of the assigned department's annual operating plan.
* Documents all collection actions taken, such as telephone conversations, alternative financial arrangements made, letters mailed, and so forth, within designated software platform.
* Establishes and maintains records relating to delinquent loan accounts; updates delinquent account files with relevant documents supporting various legal and collection methods such as a foreclosure.
* Proficient using Microsoft office products such as Microsoft Word and Microsoft Excel to create and maintain documentation, memos, and reports for use by management.
* Maintains appropriate records and provides assigned reports.
Education & Qualifications
* A high school diploma or equivalent; specialized resource recovery training preferred.
* A minimum of three (3) years' related experience normally required.
Skill(s)
Proficient reading, writing, and grammar skills; proficient mathematics skills; proficient interpersonal relations and both verbal and written communicative skills; a thorough knowledge of regulations affecting the resource recovery function; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$49k-64k yearly est. 40d ago
CAM Manager I - Loss Mitigation
M&T Bank 4.7
Remote job
Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions).
Primary Responsibilities:
Oversee the daily activities of a unit of employees to meet the objectives of the assigned department.
Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable.
Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls.
Compile month-end data for distribution to and decision-making by management.
Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans.
Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Scope of Responsibilities:
Manages workflow of medium complexity and risk exposure and acts largely independently.
External contacts include customers, vendors and outside agencies.
Has charge off authority within established authority levels.
Supervisory/ Managerial Responsibilities:
Manages a team of professionals (includes people, budget and planning).
Education and Experience Required:
A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience.
Excellent customer service skills with the ability to use tact and diplomacy.
Strong knowledge of relevant spreadsheet, word processing, and presentation software.
Education and Experience Preferred:
Bachelor's degree.
Excellent oral and written communication skills.
Strong knowledge of departmental systems, documents and procedures.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 8d ago
Loan Administration Processor - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Mid Penn Bancorp Inc. job in Harrisburg, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full-Time Loan Administration Processor in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Loan Administration Processor is responsible for onboarding consumer and residential loans and processing loan modifications. This individual will review General Ledger accounts related to loan onboarding and process transactions to clear. The Loan Administration Processor must use critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes. In addition, the Loan Administration Processor will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
This position is 100% on-site in Harrisburg, PA
Essential Duties & Responsibilities
Performs review of loan documents to extract and analyze critical data for input of consumer and residential loans into the loan servicing system.
Performs verification of note and write-up for dollar amount, effective date and loan authority prior to processing new loan funding.
Processes Change In Terms (CITs), renewals, modifications and extensions on existing loans.
Completes peer review of loans and CITs for accuracy.
Processes all fee transactions relating to loan settlement.
Monitors Loans in Process accounts to ensure outstanding items are cleared within three (3) working days.
Ensures all appropriate documentation is received and maintained to meet or exceed compliance and regulatory guidelines.
Maintains or exceeds published service level standards for all workflow channels.
Escalates issues to management as necessary.
Onboards consumer and residential loans and processes loan modifications according to procedures, guidelines and expectations.
Reviews credit and loan documentation to ensure proper uploading on all loans.
Stays current and up to date with products, services, and procedures for various types of loans.
Uses critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes.
Completes work with exceptional accuracy and attention to detail.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Handles direct communications, both written and verbal, with customers and other parties.
Handles customer telephone calls.
Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
Prepares and processes requests in accordance with applicable procedures and policies to ensure compliant collateral perfection.
Maintains confidentiality of customer information.
Performs 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.
Regular and predictable attendance is required.
Ancillary Duties
Performs 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.
Regular and predictable attendance is required.
Education Qualifications
A high school diploma or equivalent.
A minimum of one (1) year related experience in loan operations - consumer, residential and commercial normally required.
Skill(s)
Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Document scanner
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Zippia gives an in-depth look into the details of Mid Penn Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Mid Penn Bank. The employee data is based on information from people who have self-reported their past or current employments at Mid Penn Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Mid Penn Bank. The data presented on this page does not represent the view of Mid Penn Bank and its employees or that of Zippia.
Mid Penn Bank may also be known as or be related to MID PENN BANCORP INC, Mid Penn Bancorp Inc, Mid Penn Bancorp, Inc. and Mid Penn Bank.