Peoples State Bank jobs - 72 jobs

HOURS: Monday through Friday 8-5 PM Are you ready to elevate your career in a role that blends innovation with strategy? As a Treasury Management Business Development Officer at Peoples State Bank in the vibrant city of Milwaukee, WI, you'll embark on a journey that drives growth for our clients and the bank alike. Here, you'll have the chance to create tailored financial solutions, build lasting relationships, and make a real difference in the community. The opportunity to collaborate with a knowledgeable team that shares your passion for customer-focused service awaits you. You will receive great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Volunteer Paid Time Off, Birthday Day Off, Fresh Focus Day Off, Paid Holidays, Bank-wide Incentive Plan, and Employee Stock Purchase Plan. Join us in redefining treasury management and showcase your ingenuity while being part of a supportive team culture. Peoples State Bank: Our Story Peoples State Bank's vision is to "be the community bank that all others strive to be." That starts with our employees, who are customer-focused in all that we do. Being honored by American Banker magazine as one of the "Best Banks to Work For" in America is a recognition our employees are incredibly proud of. They bring enthusiasm to do right by our customers every day. Peoples is an employer of choice in Wisconsin, providing exceptional benefits, flexibility, and teamwork that brings out the best in our employees. Your day to day as a Treasury Management Business Development Officer As a Treasury Management Business Development Officer, you will be at the forefront of driving growth for our treasury management services at Peoples State Bank. This pivotal role involves partnering closely with corporate clients to gain a deep understanding of their cash management needs and offering tailored solutions that enhance liquidity, minimize risk, and boost operational efficiency. You'll expand our treasury management portfolio by preparing engaging sales presentations and nurturing existing relationships, always ensuring customer satisfaction is a top priority. By identifying market opportunities among businesses generating up to $50 million in revenue annually, you'll play a crucial role in attracting new clients. Collaborating with internal teams, you'll deliver innovative solutions and actively participate in crafting strategies that achieve sales targets, all while enhancing our clients' overall experience. Join us in making a significant impact through your expertise and passion for customer-centric service! What you need to be successful To thrive as a Treasury Management Business Development Officer at Peoples State Bank, you'll need a robust blend of skills and experience. A Bachelor's or associate degree in finance is essential, along with at least 5 years of prior sales experience, ideally within banking. Your strong sales and negotiation abilities will be crucial for building lasting relationships and closing deals. Being innovative and detail-oriented will help you analyze financial data effectively and develop tailored solutions for our clients. Excellent verbal and written communication skills are a must, as you'll interact frequently with clients and colleagues. A working knowledge of computers and software, along with the ability to learn new technology quickly, is vital. You should display discretion, tact, and diplomacy in all interactions, be able to work independently, and also collaborate effectively in a team. A willingness to travel regularly is necessary for this dynamic role. Knowledge and skills required for the position are: Bachelor's or associate degree in finance and/or 5+ years prior sales experience in related field. Banking experience preferred. Strong sales and negotiation skills Must be innovative, well organized, attentive to detail, and analytical. Ability to analyze financial data, assess client needs, and develop tailored solutions. Excellent verbal and written communication skills. Working knowledge of computers and software with the ability to quickly learn new technology. Ability to work independently and execute objectives. Demonstrated leadership skills and ability to work within a group setting. Must be willing to travel on a regular basis. To learn more about why you should join Peoples State Bank visit here: ****************************************** We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

Customer Service Specialist Join our vibrant team as a Customer Service Specialist in our on-site Customer Contact Center in Blairsville, GA and Laurens, SC! In this role, you'll handle a variety of high-quality customer service requests via phone, chat, secure message, and email. You'll focus on First Contact Resolution while managing risk for both the bank and the customer, consistently delivering exceptional service. What You'll Do What You'll Do: * Customer Requests: Process check orders, stop payments, account maintenance, and check and statement requests. * Debit Card Support: Handle debit card maintenance requests, including limit increases, card closures/reorders, and travel notices. * Issue Resolution: Support and resolve complex debit card issues. * Online/Mobile Banking: Provide support and troubleshooting for both consumer and business customers. * Scorecard Goals: Meet and exceed personal scorecard goals contributing to the department's overall goals. * Exceptional Service: Create positive experiences for customers across all support channels. * Professional Interaction: Interact with customers and co-workers professionally and represent United Community Bank as "The Bank that Service Built." * Mentoring: Assist with mentoring teammates and contribute to training resource material. * Specialized Support: Develop a specialized support niche as a Subject Matter Expert in one or more areas. * Sales Referrals: Actively seek, refer, and/or sell bank products and services that align with customer needs. * Training: Successfully complete all assigned training programs. * Product Knowledge: Maintain thorough knowledge of all bank products and services. * Attendance: Minimize absences to ensure team performance goals are met. * Other Duties: Perform other duties as assigned. * Requirements For Success * 1-3 years of banking, bank operations, retail, or customer service experience required. * 1-3 years of experience in one or more bank operations functions preferred. * 1-3 years of experience in retail or commercial banking preferred. * Previous Contact Center experience in any professional work environment is a plus. * Experience with email, chat, or other forms of electronic communication preferred. * Bilingual and/or fluent in Spanish both verbal and written is a plus. Required Skills: * Proficient in Microsoft Office programs and standard office equipment. * Excellent interpersonal and communication skills. * Passion for delivering superior customer service. * Professional and welcoming telephone etiquette. * Strong verbal and written communication skills. * Strong computer and technology skills. * Ability to thrive in a high call volume, fast-paced work environment. * Skilled at handling and navigating customer complaints. * Ability to closely and accurately follow established processes and procedures. * Self-starter with team building and collaboration skills. * Ability to multi-task with strong emphasis on details and accuracy. * Strong analytical and problem-solving skills with sound judgment. * Ability to make informed decisions quickly and troubleshoot issues. * Commitment to achieving individual performance goals. * Successful completion of all Contact Center training programs. * Participation in all required compliance training. Preferred Skills: * Bilingual and/or fluent in Spanish both verbal and written. Working Environment and Physical Demands: * This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. * Locations: Blairsville, GA and Laurens, SC Conditions of Employment Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Include shift schedule Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

United Community is looking for a Mortgage Processing Service Desk Specialist. This role is a key operational partner supporting Mortgage Loan Originators (MLOs) and Processors. This role manages high‑volume service requests-reviewing dashboards, reports, and shared email inboxes to ensure timely ordering, receipt, and review of essential loan services. The Specialist communicates status updates to Processors and MLOs, performs data entry, uploads documentation to the eFolder, and may complete ad‑hoc loan review assignments that support Compliance. This position is ideal for someone who thrives in a fast‑paced, detail‑heavy environment and enjoys supporting a high‑volume mortgage workflow. What You'll Do Work proficiently across loan systems to support the MLO and Processor teams. Monitor email, reports, and dashboards to identify and order required services promptly. Order services such as appraisals (final inspections, CDAs, condo approvals, second appraisals), income and employment verifications, manufactured home services, income/asset information, and more. Manage FHA case number transfers/cancellations and assign VA appraisals for underwriter review. Print and mail refund checks and customer letters. Process invoices for payment, upload invoices to the eFolder, and update loan‑level fees. Perform file copies and maintain documentation accuracy, including signatures, dates, and data integrity. Maintain pipeline visibility-track status of all services ordered, follow up as needed, and respond to status inquiries. Keep current on program guidelines, operational procedures, and regulatory requirements. Identify potential processing issues and support solutions. Assist with implementation of new or updated guidelines, systems, or process changes. Requirements For Success At least one year of experience in banking customer service, real estate, insurance, or real estate lending Mortgage agency lending (FNMA & FHLMC) experience a plus. High‑accuracy data entry and the ability to manage a large volume of transactions. Ability to work independently, stay organized, and multi‑task in a deadline‑sensitive environment. Demonstrated analytical, accuracy, and problem-solving skills. Strong phone skills with the ability to coordinate smoothly with MLOs, processors, and third‑party providers. Strong verbal and written interpersonal communication skills. Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position FLSA Status: Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

Join our dynamic team as an ATM & Card Operations Specialist and play a crucial role in supporting our bank's debit and credit card programs and ATM network. You will interact with our bankers and contact center, ensuring smooth operations and exceptional service. Your responsibilities will include processing new and replacement debit cards, maintaining existing debit cards, providing internal customer support, and monitoring ATM/ITM activity. What You'll Do Customer Service Excellence: Deliver efficient, accurate, and high-quality service while maintaining strong customer relations both internally and externally. Card Processing: Handle new and replacement debit card orders using multiple computer system applications. Account Maintenance: Perform maintenance functions on existing debit card accounts and address transaction approval or denial questions. Issue Resolution: Review and correct rejected debit card orders, monthly re-issue reports, and lost/stolen debit card reports. Mail Management: Log and maintain all returned mail for debit cards and identify debit cards to be closed from daily closed account reports. Support & Expertise: Respond to Debit Card/ATM/ITM inquiries via email or telephone, and provide ongoing support for instant issue debit cards, Card Controls application, and Mobile Wallets. ATM/ITM Monitoring: Monitor ATM/ITM status using multiple computer system applications and submit technician service calls when necessary. Cross-Training: Become cross-trained in all department functions to ensure comprehensive support. Requirements For Success Regulatory Knowledge: Understanding of federal and state banking regulations, and bank policies and procedures. Interpersonal Skills: Excellent customer service skills and ability to function in an office environment. Independence: Ability to work independently with minimal supervision during single-person shift rotations. Communication: Clear and concise verbal and written communication skills. Technical Proficiency: Proficient in Microsoft Word, Excel, Outlook, and ability to learn other internal and external systems, tools, and web-based programs. Task Management: Ability to complete verbal task instructions, follow written procedures, and adhere to daily task deadlines. Team Spirit: Willingness to assist others and cross-train on all functions within the department. Attention to Detail: Accuracy, detail-oriented, and ability to focus on repetitive tasks. Preferred: Experience: 1+ years of banking or financial experience. Education: Associate's degree. Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position. Schedule flexibility to work evenings and weekends as needed. FLSA Status: Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions Strong business acumen with the ability to assess and support the unique needs of small business clients Excellent verbal and written, communication skills, with strong organizational and time management abilities Proven relationship-building skills and a client-first mindset Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

United Community is looking for a Senior Internal Auditor to be responsible for planning, executing, and reporting on internal audit engagements across various business units to assess the effectiveness of internal controls, risk management practices, and operational efficiency. This role serves as a trusted advisor to management, providing insights and recommendations to strengthen control environments and ensure compliance with regulatory requirements. The Senior Internal Auditor also contributes to the development of audit methodologies, mentors team members in specialized areas, and supports continuous improvement initiatives within the Internal Audit Department. What You'll Do Plan and organize internal audit assignments to assess internal controls, risk management systems, and operational efficiency. Perform risk analysis, identify internal controls, and design audit tests in accordance with professional standards. Execute audits to evaluate: Safeguarding of assets Compliance with policies, procedures, laws, and regulations Achievement of organizational goals and objectives Reliability of management information Operational effectiveness and efficiency Prepare comprehensive audit work papers to support audit procedures and conclusions. Draft audit reports highlighting exceptions and control deficiencies for management review. Conduct follow-up audits to verify resolution of significant findings. Represent the Internal Audit Department in an advisory capacity to assist business units with internal control assessments. Serve as a Subject Matter Expert (SME) in designated functional areas, providing guidance to other auditors. Recommend enhancements to audit procedures and methodologies. Contribute to the development and implementation of audit policies and procedures. Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs. Requirements For Success Required Skills/Experience/Education: Bachelor's degree in finance, business administration, or related field; or equivalent combination of education and experience. 5 years of experience in banking or financial services, financial operations, policies & procedures. Solid understanding of bank accounting principles. Strong analytical, organizational, and communication skills. Ability to read, interpret, and apply government regulations. Proficiency in MS Office and audit-related software tools. Detail-oriented and proactive. Preferred Skills/Experience/Education: Certified Bank Auditor (CBA) Certified Internal Auditor (CIA) Certified Financial Services Auditor (CFSA) Certified Information Systems Auditor (CISA) Certified Regulatory Compliance Manager (CRCM) Certified Anti-Money Laundering Specialist (CAMS) Certified Fraud Examiner (CFE) Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position with flexibility to work evenings/weekends as needed. Travel up to 5% is required. FLSA Status: Exempt Pay Range USD $0.00 - USD $0.00 /Yr.

United Community is seeking a Head Teller to join our team. As the Head Teller, you will utilize your strong attention to detail while being responsible for managing the daily operations of the teller line, ensuring that all transactions are processed accurately and efficiently. You will also be responsible for supervising and training tellers, as well as providing exceptional customer service to our clients. Your attention to detail and ability to multitask will be essential in this role What You'll Do Manage the daily operations of the teller line, including processing transactions and balancing the vault Supervise and train tellers to ensure that they are providing exceptional customer service and following all policies and procedures Assist customers with account inquiries, deposits, withdrawals, and other transactions Identify opportunities to cross-sell bank products and services to customers Ensure that all teller transactions are processed accurately and efficiently Requirements For Success 3+ years of previous banking experience in teller related function, including formal teller training Strong attention to detail and ability to multitask Excellent verbal and written interpersonal communication skills Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

United Community is seeking a Model Validation Analyst to conduct independent validations of various models in compliance with SR 11-7. This role supports the annual risk assessment process, maintains the model inventory, assists in planning validation schedules, and prepares model risk-related reporting. The analyst will collaborate with model stakeholders and provide effective challenge throughout the model lifecycle. What You'll Do Perform Independent Validations: Validate models across credit risk, valuation, ALM, fraud, BSA/AML, operations, and marketing. Collaborate with Stakeholders: Engage with model owners and developers to assess risk and provide effective challenge. Support Risk Assessment: Assist in annual risk assessments and validation scheduling. Maintain Model Inventory: Update inventory and track validation findings. Prepare Reports: Document validation results and communicate findings to management and governance committees. Monitor Performance: Conduct model evaluations and performance reviews. Ensure Compliance: Apply regulatory guidance (SR 11-7, OCC Bulletin 2011-12) during validations. Research & Improve: Stay current on modeling best practices and validation techniques. Requirements For Success Required Skills/Experience/Education: Bachelor's degree in Statistics, Econometrics, Economics, Mathematics, or related quantitative field (Advanced degree preferred). Minimum 5 years of relevant experience in model risk management, financial modeling, or quantitative analysis. Strong quantitative and analytical skills with a critical mindset. Proficiency in Python (advanced), R, MATLAB, or SQL. Knowledge of risk modeling practices and regulatory requirements (SR 11-7, OCC Bulletin 2011-12). Excellent verbal and written communication skills. Preferred Skills/Experience/Education: Advanced degree or certifications in quantitative disciplines. Experience with machine learning and advanced statistical modeling. Supervisory Responsibility May supervise certain validation activities and mentor junior analysts. May manage validation-related projects. Working Environment & Physical Demands Professional office environment; standard office equipment usage. Sedentary work with occasional standing, stooping, and typing. Schedule flexibility for evenings/weekends as needed. Up to 20% travel required. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

United Community is seeking a highly skilled Portfolio Manager. The Portfolio Manager is responsible for managing larger commercial credits, ensuring the portfolio meets soundness, profitability, and growth objectives. They provide credit and sales support to Commercial Lending, analyze complex financial statements, and prepare credit analysis packages. Additionally, they serve as a secondary contact on client relationships, identify cross-sell opportunities, and assist in the loan process. The Portfolio Manager plays a crucial role in maintaining operational excellence and supporting the overall growth of the portfolio. What You'll Do Manage larger commercial credits to ensure portfolio soundness, profitability, and growth. Provide credit and sales support to Commercial Lending. Analyze complex financial statements and prepare credit analysis packages. Serve as a secondary contact on client relationships. Identify cross-sell opportunities with new and existing clients. Assist in the loan process, including underwriting and closing. Prepare commitment letters and review loan documents. Assist lenders in their prospecting efforts. Requirements For Success Bachelor's Degree in finance or accounting preferred. 5+ years of experience in commercial lending. Proficient knowledge of credit policy, banking regulations, and loan documentation. Ability to analyze complex financial statements and tax returns. Strong interpersonal and communication skills. Excellent organizational and time management skills. Ability to work effectively within the company's credit culture. Proficiency with in-house financial reporting applications, including Navigator. Good mathematical, reading comprehension, and writing skills Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

Elevate Your Career as a Training Specialist! Are you passionate about empowering others through education and training? As a Training Specialist, you'll play a crucial role in onboarding new hires and delivering exceptional training experiences for our employees. If you thrive in a dynamic environment and have a knack for engaging presentations, we want you on our team! This position can sit anywhere inside the United Community Bank Footprint. About the Role: In this pivotal role, you'll be responsible for creating and delivering ongoing training for employees and new hires. You'll ensure an outstanding training experience for Consumer, Small Business, and Commercial roles, manage training schedules, and collaborate with various departments to support training initiatives. What You'll Do Lead Training Sessions: Conduct training for retail new hires, systems, platforms, procedure/process changes, and new project-related needs. Align with Company Culture: Ensure all training materials reflect the company culture and values. Develop Training Programs: Identify skill gaps and develop programs to bridge them, working closely with hiring managers, in-branch guides, Regional Managers, and Subject Matter Experts. Research and Create Content: Develop and manage training criteria, programs, and initiatives through various methods suitable for the topic and audience. Support Departments: Partner with other departments to provide training and track progress through surveys to ensure effectiveness. Maintain Materials: Keep training materials, procedures, and custom LMS courses updated and relevant. Budget Management: Assist with budget recommendations for new training initiatives and manage expenses to align with the approved budget. Administrative Duties: Provide backup support for the LMS system, write internal communications, and maintain departmental websites. Coordinate Events: Plan and manage on and off-site meetings for training initiatives and assist with conversion and acquisition training as needed. Communicate with New Hires: Inform new hires about training schedules and assess their progress, communicating developmental needs to hiring managers. Requirements For Success Experience: Minimum of 3 years' experience in the financial and/or training industry. Education: Degree in Business, Finance, or a related field, or equivalent experience. Required Skills: Knowledge of bank products, services, initiatives, and company culture. Familiarity with bank policies and procedures. Self-motivation and the ability to work independently. Confident public speaking skills. Strong time management and organizational skills. Excellent written and verbal communication skills. Ability to interact with all levels of management and employees. Proficiency in Microsoft Office programs, deposit and loan systems, and procedures. Ability to lead in-person, WebEx, and recorded training sessions. Up-to-date with industry training methods. Preferred Skills: Experience in creating and delivering training programs. Strong problem-solving and analytical skills. Collaborative and action-oriented mindset. Why Join Us? Innovative Environment: Be part of a forward-thinking company that values your input. Professional Growth: Opportunities for continuous learning and career advancement. Supportive Team: Collaborate with dedicated professionals who are passionate about their work. Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed. Work Environment: United location within our footprint. Position Type: Full-time with schedule flexibility. Travel: Up to 30% travel required. Conditions of Employment Conditions of Employment: • Must be able to pass a criminal background & credit check • This is a full-time, non-remote position FLSA Status: • Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $42,061.00 - USD $64,465.00 /Yr.

Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing. This position can sit anywhere within Alabama or the Panhandle of Florida What You'll Do Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs. Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership. Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection. Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation. Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents. Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA. Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval. Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied. Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking. Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging. Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature. Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude. Requirements For Success 5+ years in the financial services industry, with a preference for commercial loan experience Strong interpersonal, verbal, and written communication skills. Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint). Knowledge of federal and state banking regulations. Excellent customer service skills. Attention to detail. Strong problem-solving and critical thinking abilities. Organizational and time management skills to balance multiple priorities and meet deadlines. Commitment to compliance training and continuous learning. Preferred Skills: College degree in business or paralegal certification. Conditions of Employment Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA status: Non-exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Pay Range USD $42,061.00 - USD $64,465.00 /Yr.

United Community is seeking an experienced Information Security Controls Analyst to serve as a subject matter expert in evaluating and strengthening our cybersecurity and technology controls. This role plays a critical part in assessing risk exposure, recommending control improvements, and ensuring alignment with regulatory standards and business risk tolerance. You'll collaborate with enterprise risk, compliance, and legal teams to provide visibility into our risk posture and drive meaningful change across the organization. What You'll Do Review and document the adequacy of security and technology controls across business and IT environments. Evaluate control posture through interviews, documentation reviews, and workflow analysis. Recommend and support implementation of risk reduction strategies via policies, procedures, and technical controls. Partner with risk management and security leadership to align controls with organizational risk tolerance. Identify control strengths and weaknesses related to privacy, security, resiliency, and compliance. Document and advocate for control improvements that balance risk with operational efficiency. Support control development across testing, QA, and production environments. Present control effectiveness reports to senior risk leadership. Stay current on regulatory requirements, internal policies, and industry best practices. Requirements For Success Experience: 3+ years in cybersecurity or IT practitioner roles. 2+ years in IT risk or controls analysis. Practical experience with risk management and IT control frameworks. Education: Bachelor's degree preferred in Information Assurance, Computer Science, Engineering, or a related technical field. Required Skills: Strong understanding of risk frameworks (CRI, COSO, RMF, COBIT, NIST). Familiarity with regulatory standards (PCI, FFIEC, SOX, HIPAA, GDPR, CCPA, GLBA). Experience with CIS CSC, ISO 2700, or NIST CSF. Excellent written and verbal communication across all organizational levels. Strong organizational skills and ability to meet SLAs. Sound judgment and decision-making in complex scenarios. High integrity, trustworthiness, and adaptability. Preferred Skills: Certifications such as CISSP, CISA, CRISC, or CISM. Technical experience with enterprise networks, applications, and directory services. Familiarity with enterprise GRC platforms. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $49,972.00 - USD $76,958.00 /Yr.

We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You'll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews. What You'll Do Lead discovery meetings to understand clients' financial goals, values, and priorities. Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance. Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies. Partner with legal, tax, and other professionals to deliver holistic financial advice. Maintain accurate records of client information and planning activities. Ensure compliance with all relevant laws, regulations, and internal standards. Collaborate with internal teams to enhance the overall client experience. Build and maintain a network of internal and external sources to drive new business. Stay current on financial planning trends, tax law changes, and regulatory updates. Represent the bank in community events to build visibility and attract new prospects. Support business growth by acquiring new assets from existing and prospective clients. Perform other duties as needed. Requirements For Success Experience & Education 5+ years of financial planning experience. Bachelor's degree in a business-related field or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials. Skills & Competencies Deep understanding of financial markets, estate and tax planning, and retirement strategies. Strong analytical and communication skills-both written and verbal. Ability to work independently and collaboratively across teams. Professional presence and interpersonal skills to build trust with clients. Experience with financial planning software and tools. Bonus Skills Advanced degrees or certifications (JD, CPA). Specialized training in financial planning or wealth management. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $103,664.00 - USD $171,860.00 /Yr.

United Community is looking for a Loan Ops Consumer Loan Closing Spec I To be a key member of our lending team, responsible for managing the end-to-end consumer loan closing process. This role ensures accuracy, compliance, and timely execution by coordinating with internal teams, external partners, and third-party vendors. The Specialist reviews documentation, satisfies underwriting conditions, and prepares closing packages for both real estate and non-real estate secured loans. Ideal candidates bring strong attention to detail, excellent communication skills, and a solid understanding of consumer lending regulations. What You'll Do • Coordinate and monitor all stages of the loan closing process. • Review and interpret third-party documents including appraisals, title work, flood determinations, and insurance. • Ensure all underwriting conditions are met and documented before issuing a “clear to close.” • Communicate with internal and external stakeholders including lenders, attorneys, title companies, and vendors. • Prepare and review loan documentation for accuracy and compliance. • Maintain accurate records and ensure timely follow-up to meet service level agreements. • Support compliance with all regulatory and internal policy requirements. • Provide exceptional customer service and foster a collaborative team environment. Requirements For Success Required Skills/Experience/Education: o 1-2 years of experience in a financial institution, with a focus on due diligence or loan documentation. o 1+ years of consumer loan documentation experience. o Experience in an automated loan origination environment is highly desirable. o High school diploma or equivalent required; college degree preferred. o Strong knowledge of consumer lending, loan documentation, and regulatory compliance. o Familiarity with third-party documents such as title work, appraisals, and insurance. o Proficiency in Microsoft Office (Excel, Word, Outlook). o Experience with banking systems such as Meridian Link, 360 View, LaserPro, TruStage, Navigator, and UCBI systems. o Excellent organizational and time management skills. o Ability to escalate and resolve issues effectively. o Strong interpersonal and communication skills. Preferred Skills/Experience/Education: o Completion of Loan Closing Specialist Certification Program (Level I). o Understanding of complex credit structures and multiple funding sources. o Knowledge of fair lending practices and regulations (CIP, Reg H, HMDA, CRA, Reg O). o Ability to calculate Loan-to-Value ratios and assess insurance adequacy. Conditions of Employment • Must be able to pass a background & credit check. • This is a full-time, non-remote position. • Up to 1% travel required. FLSA Status: Non-exempt Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.• Maintain a comprehensive understanding of retail banking products and services.• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.• Educate customers on options for managing transactions using technology and all other tools and resources available.• Apply product and service knowledge to effectively solve customer problems.• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.• Ensure adherence to banking regulations and internal policies. Requirements For Success Required Skills/Experience/Education: • 1+ years of previous banking, cash handling, or retail experience.• Demonstrated analytical, accuracy, and problem-solving skills.• Strong verbal and written interpersonal communication skills. Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. Risk Management: Identify and mitigate risks associated with trust administration. Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. Business Development: Build a network of internal and external contacts to attract new client relationships. Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success Experience & Education Bachelor's degree in a business-related field or equivalent experience. 5+ years of experience in trust administration. Proven success in building and maintaining client relationships. Experience settling estates and managing unique assets. Skills & Competencies Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. Ability to work independently and collaboratively within a team. Excellent interpersonal skills and professional presence. Strong analytical, verbal, and written communication skills. Preferred Qualifications Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Job Description Depending on experiences, this opportunity can range from Credit Analyst 1 or 2 status. Job Location: Milwaukee or Wausau, WI with potential for remote flexibility based on experiences and performance Hours: Monday-Friday 8:00 am - 5:00 pm Join Peoples State Bank as a Full-Time Credit Analyst 1 or 2 and immerse yourself in a world where numbers tell stories and your analytical skills shine! This is not just another desk job-it's your chance to dig into financial data, unravel credit mysteries, and play a pivotal role in helping our customers achieve their dreams. Collaborate with a dynamic team that values your insights and creativity while providing opportunities for growth and skill enhancement. Whether you're analyzing credit reports or building client relationships, every day brings a new adventure! You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Bank-wide Incentive Program, Birthday Day Off, Fresh Focus Day Off, Volunteer Paid Time Off, and and Paid Holidays. Step into a role that celebrates your passion for finance and allows you to contribute to a community-focused bank dedicated to making a difference. Hello, we're Peoples State Bank Peoples State Bank's vision is to "be a catalyst for growth with our customers." That starts with our employees, who are customer-focused in all that we do. Being honored by American Banker magazine as one of the "Best Banks to Work For" in America is a recognition our employees are incredibly proud of. They bring enthusiasm to do right by our customers every day. Peoples is an employer of choice in Wisconsin, providing exceptional benefits, flexibility, and teamwork that brings out the best in our employees. Your day to day as a Credit Analyst As a Credit Analyst, you'll be tasked with the exhilaration of diving deep into financial analysis reviews for commercial loan requests. Your keen eye will help you scrutinize historical operating performance, identifying strengths and weaknesses that shape our lending decisions. You'll collaborate closely with credit managers and loan officers, reporting your insightful findings and ensuring timely follow-ups on recommendations. Your expertise will be pivotal as you independently prepare loan packages, recommending either approval or denial based on your thorough assessments. This role offers you the unique opportunity to influence key financial decisions while contributing to our client's success stories. What we're looking for in a Credit Analyst To thrive as a Credit Analyst at Peoples State Bank, you'll need a solid foundation in business or finance, backed by a Bachelor's degree. For the Credit Analyst 1 role, commercial loan underwriting experience is a plus, while Credit Analyst 2 applicants should boast around three years in commercial credit analysis or lending. Success in this position hinges on your ability to juggle multiple tasks simultaneously while meeting deadlines. Your analytical mindset, exceptional organizational skills, and adept problem-solving abilities will be crucial as you navigate financial data. A high attention to detail, along with strong proofreading and editing skills, will ensure accuracy in your analyses. Finally, polished professional communication skills, both written and verbal, are essential in conveying your findings clearly, while proficiency in word processing and spreadsheet software will empower you to perform your best work. Knowledge and skills required for the position are: Bachelor's degree in a business or finance field required, including specific courses in accounting, finance, and real estate. Credit Analyst 1: Commercial loan underwriting experience is preferred. Credit Analyst 2: typically 3+ years experience in commercial credit analysis or lending. Ability to manage multiple tasks simultaneously and meet deadlines. Analytical, organizational, and problem-solving ability. High attention to detail and proof reading and editing skills. Professional written & verbal communication skills. Working knowledge of various word processing and spreadsheet software. To learn more about why you should join Peoples State Bank, visit here: ******************************************* We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

PSB Core Values P3ACT Professional - We maintain a professional workplace and strive for professional interactions. Passionate - We are motivated, curious, and industrious. Positive - We take pride but are humble, always extending trust to earn it. Accountable - We take ownership on behalf PSB, making no excuses under any circumstance. Customer-Focused - We ask “how do we get to yes?” - before saying “no.” Team-Oriented - We protect our culture, treat each other with respect, and put the team before self. Position Summary This position will provide customers with superior and quality customer service while performing efficient and accurate transaction processing. Enhancing customer relationships by referring customers to new products and services offered by the bank to achieve our customer's goals. Role and Responsibilities Processes all deposit, savings, and loan transactions While processing routine client transactions, the Retail Banking Representative will identify current and future financial needs, and effectively refer to branch and other departments. Recommends appropriate retail accounts and services by explaining unique benefits to the customer in addition to features Resolves customer complaints and overcomes concerns related to deposit account transactions Adhere to bank policies and procedures Maintain confidentiality of customer information and activities Promote and achieve accuracy and quality in branch work Become proficient with job-related systems and equipment Participate in the general upkeep and appearance of the Branch Participate in available training opportunities Understands and complies with Bank mission and vision. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Assist other branches as requested. Saturday rotation scheduled may be included Other duties as assigned Qualifications and Education Requirements High School diploma or GED Minimum of one-year related clerical/administrative experience or training Detailed understanding of banking services and products. Strong attention to detail, with a focus on accuracy and quality of work Handle changing priorities in a deadline-oriented environment Strong verbal and written communication skills Outstanding customer service This job description does not state or imply the only duties and responsibilities assigned to this job. Employee holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Peoples State is an Equal Opportunity Employer.

Depending on experiences, this opportunity can range from Credit Analyst 1 or 2 status. Job Location: Milwaukee or Wausau, WI with potential for remote flexibility based on experiences and performance Hours: Monday-Friday 8:00 am - 5:00 pm Join Peoples State Bank as a Full-Time Credit Analyst 1 or 2 and immerse yourself in a world where numbers tell stories and your analytical skills shine! This is not just another desk job-it's your chance to dig into financial data, unravel credit mysteries, and play a pivotal role in helping our customers achieve their dreams. Collaborate with a dynamic team that values your insights and creativity while providing opportunities for growth and skill enhancement. Whether you're analyzing credit reports or building client relationships, every day brings a new adventure! You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Bank-wide Incentive Program, Birthday Day Off, Fresh Focus Day Off, Volunteer Paid Time Off, and and Paid Holidays. Step into a role that celebrates your passion for finance and allows you to contribute to a community-focused bank dedicated to making a difference. Hello, we're Peoples State Bank Peoples State Bank's vision is to "be a catalyst for growth with our customers." That starts with our employees, who are customer-focused in all that we do. Being honored by American Banker magazine as one of the "Best Banks to Work For" in America is a recognition our employees are incredibly proud of. They bring enthusiasm to do right by our customers every day. Peoples is an employer of choice in Wisconsin, providing exceptional benefits, flexibility, and teamwork that brings out the best in our employees. Your day to day as a Credit Analyst As a Credit Analyst, you'll be tasked with the exhilaration of diving deep into financial analysis reviews for commercial loan requests. Your keen eye will help you scrutinize historical operating performance, identifying strengths and weaknesses that shape our lending decisions. You'll collaborate closely with credit managers and loan officers, reporting your insightful findings and ensuring timely follow-ups on recommendations. Your expertise will be pivotal as you independently prepare loan packages, recommending either approval or denial based on your thorough assessments. This role offers you the unique opportunity to influence key financial decisions while contributing to our client's success stories. What we're looking for in a Credit Analyst To thrive as a Credit Analyst at Peoples State Bank, you'll need a solid foundation in business or finance, backed by a Bachelor's degree. For the Credit Analyst 1 role, commercial loan underwriting experience is a plus, while Credit Analyst 2 applicants should boast around three years in commercial credit analysis or lending. Success in this position hinges on your ability to juggle multiple tasks simultaneously while meeting deadlines. Your analytical mindset, exceptional organizational skills, and adept problem-solving abilities will be crucial as you navigate financial data. A high attention to detail, along with strong proofreading and editing skills, will ensure accuracy in your analyses. Finally, polished professional communication skills, both written and verbal, are essential in conveying your findings clearly, while proficiency in word processing and spreadsheet software will empower you to perform your best work. Knowledge and skills required for the position are: Bachelor's degree in a business or finance field required, including specific courses in accounting, finance, and real estate. Credit Analyst 1: Commercial loan underwriting experience is preferred. Credit Analyst 2: typically 3+ years experience in commercial credit analysis or lending. Ability to manage multiple tasks simultaneously and meet deadlines. Analytical, organizational, and problem-solving ability. High attention to detail and proof reading and editing skills. Professional written & verbal communication skills. Working knowledge of various word processing and spreadsheet software. To learn more about why you should join Peoples State Bank, visit here: ******************************************* We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.