Bank Secrecy Act jobs near me - 174 jobs

Customer Specialist At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive. Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members. The Customer Specialist position is a front-line position providing customer service to bank clients both in the branch and at the drive thru. This position will conduct the full spectrum of banking service, from evaluating what Richwood Bank account a customer would fit best in, to how to open it and transact funds. Richwood Bank prides itself on unique company culture and all team members should be active and engaged participants. Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities! Essential Functions Greet customers Facilitate all transactions for customers across all financial account types and requests Open accounts and teach customers how to gain the most potential from them Assist new customers in transferring all funds over seamlessly through our switch program Maintain an accurate balance of cash drawers daily Demonstrate knowledge of all accounts, products and services offered Support customers with all account and service needs Be willing to help customers with additional benefits such as notary, faxing and check orders Stay current on rates for CDs, savings IRAs and interest bearing checking Listen to customer needs and recommend the best solutions to help them succeed Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations Scan proof - scanning all transactions daily into the computer Demonstrate drive thru knowledge - speaker, transaction drawers/tube Perform other tasks assigned by Branch Manager Skills and Abilities Excellent customer service skills The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud. Mathematical skills In-depth knowledge of our bank products and services Work well under pressure and in a fast paced environment Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion) Strong communication skills High degree of accuracy Detailed and organized Maintain confidentiality at all times Maintain a positive can-do attitude towards your team and customers Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act Punctual Driven to succeed and open minded to learn more about new technology within our industry Accurate typing skills; basic computer skills, including the use of word processing, spreadsheet software applications, and e-mail Education High School Diploma or GED required, college preferred Two years of customer service experience required Cash handling experience preferred Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Are you a customer-focused professional who enjoys helping others and creating positive experiences? We're looking for a Client Support Specialist to join our team! As a key member of our client services department, you will provide friendly, efficient, and solution-oriented support by phone and email. You'll respond to inquiries, resolve issues within your authority, and ensure each customer feels valued and supported. You must analyze problems critically and develop creative solutions. The ideal candidate will stand by their ideas and opinions even in the face of firm opposition. This role also involves promoting current marketing campaigns and completing routine administrative tasks. Responsibilities: * Provide a full range of customer service-oriented telephone and e-mail support activities to customers and Bank colleagues; greets customers professionally; responds to inquiries of a specific or general nature; determines appropriate response or direction for the caller. * Promptly respond to and resolve customer concerns, problems and discrepancies by clarifying issues within given authority; researches and explores answers and alternative solutions; reconciles accounts; enters corrections; reverses customer fees or charges with the concurrence of Bank management; escalates unresolved problems. * Perform operational duties as necessary to support the service center; processes account balance or transfer requests, stop payment orders, changes of address and other such requests based upon proper customer identification, authorization and approval; conducts transaction call back procedures. * Provide support to all areas of the organization as directed or where service or assistance is needed; demonstrates superior customer service with appropriate follow through with involved customers and colleagues. * Make outbound telephone calls looking to offer additional products and services which will assist in solving financial needs. * Make outbound calls to existing clients as follow up to a question or negative status of account. * Performs a wide variety of routine clerical duties. * Assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position. Must haves: * One (1) year of work related experience consisting of call center or customer service support duties in the financial service industry. Desired Qualifications * Bilingual (English/Spanish) What's in it for you? * Full Time, 40 hours per week; occasional Saturdays required. * Monday - Friday work week * Competitive pay. * Eligible for annual incentive based upon company performance and goals. Perks: * Health, Vision & Dental Plans * Health Savings Account (HSA) with CCF Contributions * Employer Paid Life Insurance and Long Term Disability Plans * Voluntary Life Insurance and Short Term Disability Plans * Accident, Critical Illness, and Hospital Indemnity Plans * Benefits Care Advocate * Flexible Spending Account * Health Reimbursement Arrangement (HRA) * 401K Retirement Plan and Company Match * Paid Time Off and Paid Holidays * Time Off for Bereavement Leave, Parental Leave, and Voting * Paid Time Off Donation * Paid Time Off Cash Out * Company-Wide Wellness Program * Employee Assistance Program (EAP) * Colleague Referral Program * Education Reimbursement Program * Career Planning * Remote Work Arrangements * Colleague Pricing on Secondary Market Mortgage Loans * Colleague Beyond Save & Spend Accounts Perks * Discount Program What can you expect from us? At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers. We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. Learn more here about how we make more possible: *********************** Ready to be part of our financial family? Apply online at ccf.us! If you need assistance applying, contact us at ********* and we will attempt to meet your needs. In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position. CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology - all while contributing as a member of a values-driven organization - we want to hear from you. Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. About Juniper Square Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology - all while contributing as a member of a values-driven organization - we want to hear from you. Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. About your role We are seeking a detail oriented Senior Associate to execute the day to day operations of our investor due diligence programs. This operational role involves conducting deep dive CDD and EDD reviews, managing daily screening reviews, and acting as a centralized contact point for the Investor Services teams. You will be responsible for the accurate identification of beneficial owners and controllers within complex structures and ensuring strict adherence to policy and regulatory requirements. In addition to daily case execution, you will lead client outreach efforts to resolve documentation gaps and support critical remediation initiatives to ensure audit readiness. You will collaborate with the AML Manager to refine workflows and maintain high standards of data integrity. This is an impactful opportunity to utilize your technical expertise in entity analysis and risk research to support a growing fund administration business. The ideal candidate brings a strong investigative mindset to complex files and exercises sound judgment when adjudicating risks. You should be comfortable working in a high volume, deadline driven environment where you can balance regulatory requirements with a commitment to client service. The application deadline for this role is Monday, December 15th. What you'll do Execute the full operational AML/KYC lifecycle for private markets clients, encompassing investor onboarding, ongoing monitoring, initial and recurring screening and building risk profiles Strong knowledge of complex ownership structures and documentation for various legal entities, including Trusts, LLCs, Partnerships, and Corporations, with specific exposure to offshore jurisdictions. Participate in remediation projects, support new fund launches and KYC refresh exercises to resolve documentation deficiencies. Manage the daily adjudication of high-volume screening alerts with clear, risk-based rationales, ensuring timely and efficient processing to maintain workflow and prevent operational backlogs. Contribute to process optimization by identifying operational gaps and assisting with system-related improvements during platform migrations. Serve as a centralized compliance contact, escalating potential high risk issues to management and providing policy guidance to case managers. Prepare accurate, ad hoc reporting for senior management and ensure all activity maintains strict adherence to global regulatory standards. Qualifications Relevant experience in compliance or audit fields, with a focus on customer onboarding, alert screening, remediation and risk assessments Strong knowledge of complex ownership structures and documentation for various legal entities, including Trusts, LLCs, Partnerships, and Corporations, with specific exposure to US and global jurisdictions. Demonstrated experience conducting lifecycle due diligence (CDD, EDD, and SDD), including the corroboration of Source of Wealth for high risk entities. Regulatory Fluency: Strong knowledge of global AML/KYC frameworks, specifically the Bank Secrecy Act (BSA), U.S.A. PATRIOT Act, FinCEN guidelines, and offshore regulations including CIMA. Knowledge of CSSF is a plus. Proficiency in AML screening tools and experience utilizing external research databases for investigative purposes. Excellent interpersonal skills with strong verbal and written communication abilities, ability to analyze, summarize, and communicate effectively, and a demonstrated ability to take initiative. Ability to multitask effectively and action matters promptly, work in a high volume, fast paced environment, and manage highly confidential information with appropriate discretion. Ability to work independently and in a team environment and work in a matrixed organization, leveraging resources across the organization. Bachelor's degree required, with CAMS or similar professional certification preferred. Experience with FATCA/CRS (AEOI) is a plus. Compensation Compensation for this position includes a base salary and a variety of benefits. The U.S. base salary range for this role is $75,000 - $90,000. The Canadian base salary range for this role is $80,000 - $95,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. We are actively hiring for this role in Canada, and offer competitive local pay and benefits. Your recruiter can provide further details. Benefits include: Health, dental, and vision care for you and your family Life insurance Mental wellness coverage Fertility and growing family support Flex Time Off in addition to company paid holidays Paid family leave, medical leave, and bereavement leave policies Retirement saving plans Allowance to customize your work and technology setup at home Annual professional development stipend Your recruiter can provide additional details about compensation and benefits. #LI-BA1 #Juniper-US #Juniper-Canada #LI-Remote

Merchant Services Sales Officer II Division: Merchant Services Reports Directly To: Merchant Services Director BASIC PURPOSE: This position is responsible for, but not limited to, directly selling merchant services to business customers within a defined geographic territory. This person will support the merchant services sales efforts by interacting with the Treasury Management Sales Officers, Commercial Lenders and Branch Managers to coordinate, supervise and monitor the sales, implementation and support of the various merchant services products with business customers. ESSENTIAL FUNCTIONS: This position is expected to perform the specific duties, tasks, and responsibilities as outlined below: · Actively prospecting targeted business customers via self-sourced initiatives as well as joint calling efforts with Treasury Management Sales Officers, Commercial Lenders and Branch Managers · Consult with new and existing corporate clients to develop needs-based recommendations for their merchant services needs · Perform competitor product and statement analysis · Prepare and deliver customized professional sales presentations and proposals that are responsive to individual customer needs · Partner with Treasury Management Sales Officers, Commercial Lenders and Branch Managers to provide recommendations on cross-sell opportunities for additional Bank products and services · Participate in branch and commercial lender sales meetings within defined geographic area · Assist the Merchant Services Director with on-going sales training to Treasury Management Sales Officers, Commercial Lenders and Branch Managers on new developments in merchant services products · Assist in the development of sales campaigns for new and existing products · Ensure proper account documentation and agreement execution · Responsive to business customer and bank employee inquiries regarding merchant services products · Accomplish sales goals focused on generating new merchant services relationships and enhancing fee revenue within defined geographic area · Ensure that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with · Provide assistance to other employees by liaising with them through healthy and positive interactions · Be involved in performing marketing endeavors/efforts · Continuously update skills by participating in professional training · Seek opportunities to improve skills through cross-training offered by the Bank · All other tasks, responsibilities or duties, as directed by management MINIMUM QUALIFICATIONS: · Bachelor's Degree preferred in business, finance or accounting, with at least two years of experience in merchant services sales · Local travel within defined geographic area · Working knowledge of financial institution products and procedures · Effective communication skills including written and oral presentation skills · Proven PC skills, highly proficient in Microsoft Applications (Outlook, Excel, Word and PowerPoint) and internet-based systems experience · Demonstrated consultative sales skills OTHER SKILLS/QUALIFICATIONS: · Must have strong communication skills characterized by excellent writing and speaking skills · Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department · Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank · Must have good knowledge of business English, including spelling and punctuation · Must possess basic English language skills in order to write and speak clearly, and effectively with coworkers and customers · Must be well-organized, accurate, and attentive to detail · Must be cooperative and willing to assist coworkers and customers on a regular basis · Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others · Must possess excellent multi-tasking skills and be able to function well under pressure · Must be able to remain composed under pressure and respond to customer and coworker concerns regularly · Must have a keen eye for detail and follow instructions to the letter · Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times ESSENTIAL PHYSICAL DEMANDS: · Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each work day · Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift · Must be able to walk frequently throughout the day to obtain supplies from other areas in the Bank and to cover for other employees, on break or on lunch · Must be able to hear and communicate with coworkers and customers throughout the day · May need to lift up to 25 pounds one to two times a day to perform job The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Position may require regular before/after normal business hours, or regular out-of-town travel. WORK ENVIRONMENT: · Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes · Must demonstrate excellent interpersonal skills with customers and coworkers · Must be willing to function as a team member · Must be willing to demonstrate commitment to CenterState Bank's mission and goals These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed above are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. CenterState complies with federal and state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and other related anti-money laundering/anti-terrorist financing initiatives. The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are expected to adhere to federal and state banking laws, as well as the Bank's procedures and/or internal controls. The Bank will terminate the employment of employees who fail to comply with banking laws and/or the Bank's procedures/controls. CenterState Bank is an equal opportunity employer and does not discriminate against applicants or employees on any unlawful basis, including race, color, religion, gender, sexual orientation, marital status, age, national origin, ancestry, gender identity, disability, genetic testing, service in the military, citizenship status or any other characteristics protected by federal, state or local law. CenterState also prohibits unlawful harassment of applicants/employees based on these protected categories. CenterState complies with The Americans with Disabilities Act (“ADA”) and state and local disability laws and will provide reasonable accommodations to qualified individuals with disabilities, unless doing so will cause an undue hardship. The Bank encourages employees/applicants who believe they need reasonable accommodations to contact the Human Resources Department at ************. ACKNOWLEDGMENT______________________________________ I have received and reviewed a copy of the attached Job Description. I understand that I am expected to perform the duties of this position, and, in the event that I am unclear about the position's requirements, I will contact my supervisor or Human Resources as soon as possible for clarification. ____________________________________________________________ Printed Name Date ____________________________________________________________ Signature

WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, selling new FX services to existing clients as appropriate and, depending on level, identifying and bringing in new clients. WHAT WILL YOU DO? * Work closely with relationship managers to identify, discuss, and enable foreign exchange products and services to the bank's current clients and prospects * Provide pricing support and cover for all non-dollar denominated activity per pricing policy. Adheres to bank foreign exchange policies * Develop FX marketing and presentation materials * Monitor and support the bank's efforts to ensure fair and competitive pricing as defined in the FX pricing policy. * Act as initial contact for sales of electronic trading systems. * Interface with various operations units to ensure that FX client issues and concerns are addressed. * Interface with credit and legal teams to ensure timely approval and execution of legal documents (such as ISDA) * Consult and work jointly with the FX Sales Manager and Team Leads to develop new strategies for expansion of FX client base to new areas of expertise. * Involved with special projects, new product and service development and enhancements * Maintain current knowledge of all bank products and services, analyzes customer needs and cross-sells products to fit those needs. * Maintain a proactive commitment to established bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Affirmative Action. * Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 4 years of experience in Foreign Exchange and/or capital markets sales and analysis * Minimum 4 years of experience using financial market-related software systems. *Additional Qualifications* * Must have basic FX knowledge, including quotations, products (spots, forwards, options, swaps), arbitrage calculations between FX and global interest rates, risk management (identifying FX risks, understanding clients' risk appetites, and offering best solutions), together with excellent verbal/written communication skills sufficient to interact with all levels of bank personnel and customers. * Demonstrated use of effective sales, communication and presentation skills required, consistently proving accountability of his/her own work and building trust with internal and external clients. * Requires pro-active interpersonal and business development skills to work with Business Development Officers and Relationship Managers to service CNB foreign exchange clients. * Maintains knowledge required to serve as alternate contact for portfolio of clients for Senior Advisors and Team Leaders. * Good organizational skills and attention to details with the ability to handle multiple tasks simultaneously. * Must have computer literacy, with proficiency on Microsoft Office Excel and Powerpoint skills, to create, digest and improve accurate reports and presentations for sales activity and growth. * FX sales background in the entertainment, small businesses and real estate industries will be a plus, since these are the majority of the clients. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-JR1 \#CR-JR

About the Role: The Regional Treasury Solutions Officer plays a pivotal role in driving the growth and retention of Treasury Management revenue across assigned markets. This role involves strategic collaboration with Commercial Relationship Managers and other internal partners to identify client needs, develop tailored solutions, and ensure seamless implementation of services. The officer will also focus on client satisfaction and retention, acting as a trusted advisor to deliver exceptional service and identify opportunities for cross-selling. What You'll Do: Develop and execute consultative calling programs to achieve new business and revenue growth targets. Partner with Commercial Relationship Managers to identify and pursue Treasury Management opportunities. Prepare proposals, conduct sales presentations, and oversee the implementation of Treasury Management services. Actively manage a portfolio of clients to ensure satisfaction and identify opportunities for additional services. Analyze client relationships to recommend appropriate banking products and services. Serve as a subject matter expert for Treasury Management products, providing technical support to clients and internal teams. Participate in community and bank-sponsored events to promote the bank's image and services. Maintain compliance with all regulatory and internal training requirements. What We're Looking For: Experience: 5-10 years of experience in financial services sales, particularly in public sector banking. Minimum of 3 years in a Treasury Management sales role. Proven ability to sell non-traditional banking products in a traditional environment. Education: Bachelor's degree is preferred, or equivalent combination of education and experience. Required Skills: Strong knowledge of business banking products including deposit accounts, sweep accounts, account analysis, and loans. Proficiency in Microsoft Office and other relevant software applications. Excellent interpersonal and communication skills, both verbal and written. Strong organizational skills with the ability to prioritize and meet deadlines. Ability to prepare compelling proposals and deliver persuasive sales presentations. Demonstrated ability to work collaboratively across departments and with clients at all levels. Preferred Skills: Experience working with counties and municipalities. Familiarity with compliance requirements including Bank Secrecy Act and anti-money laundering regulations. Work Environment: Based within the bank's regional footprint. Full-time position with flexibility to work evenings and weekends as needed. Travel: Up to 25% travel required. Supervisory Responsibility: This position does not have direct supervisory responsibilities. 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.

Who is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. Summary We strive for innovation and new ways to solve complex problems to deliver on our promise in creating Banking That's Good. For You. As a Digital Marketing & Data Analyst, you will analyze marketing, consumer, and financial data while leveraging your technical expertise to configure platforms such as GA4, HubSpot, and Power BI-designing dashboards, implementing event tracking, and developing automated reporting frameworks from the ground up. In this role, you will transform complex data into clear, actionable insights that power marketing campaigns, consumer engagement strategies, and financial performance. You will work across multiple data sources (web, social, ad platforms, email, CRM, personalization engine tools, and internal databases), aggregate and analyze them, and deliver reporting and analysis. The ideal candidate excels at building data models, developing dashboards, and providing data-driven recommendations to optimize marketing performance. Proficiency in digital analytics platforms (GA4, HubSpot, Clarity) and business intelligence tools (Power BI, Looker Studio) is essential. Success in this position requires a balance of technical expertise, strategic thinking, and strong communication skills. A forward-looking aptitude for AI and emerging technology to advance reporting, forecasting, and decision-making is essential. The Digital Marketing & Data Analyst reports to the Marketing Director and works closely with the Business Intelligence team. Key Responsibilities Data Analysis & Reporting Collect, aggregate, and normalize data from multiple sources (marketing platforms, CRM, financial systems, third-party tools). Build unified views of marketing, consumer, and financial data to surface patterns, correlations, and opportunities. Develop and maintain dashboards in Power BI, Google Analytics (GA4), and HubSpot that deliver real-time and cross-functional insights. Automate recurring reports and ensure data quality, consistency, and integrity across platforms. Assess campaign performance, monitor and evaluate key performance indicators (KPIs), identify trends, and recommend optimization strategies. Create and present detailed reports and dashboards to stakeholders, highlighting key findings and recommendations. Mentor and guide junior analysts within the team. Strategic Insight & Collaboration Translate complex data into clear business insights and storytelling for both technical and non-technical stakeholders. Partner with marketing, product, and finance teams to align on KPIs and reporting needs. Contribute to strategic projects by providing customer insights, behavioral analysis (related to CX), scenario modeling, and benchmarking. Platform Configuration & Optimization Set up and maintain GA4 events, conversions, audiences, and tracking to ensure accuracy in performance measurement. Configure HubSpot dashboards, workflows, and attribution reporting for marketing automation and campaign analysis. Work with the BI team to design and implement Power BI data models and visualizations that integrate cross-functional datasets. Collaborate with BI, marketing, and finance teams to ensure data integrity and seamless integration across platforms. Essential Skills, Knowledge and Requirements Bachelor's degree in Marketing, Data Analytics, Data Science, Statistics, or a related field. 5+ years of experience in customer data analytics, marketing analytics, or in a similar role. Strong proficiency in data analysis and visualization tools and software, specifically GA4 (e.g., SQL, Excel, GA4, Power BI, Hubspot Reporting, Azure, etc.) Demonstrated experience analyzing marketing, consumer, and financial datasets. Strong communication skills with ability to translate data into actionable recommendations. Ability to document data requirements for both development and non-technical consumption. Knowledge of digital marketing channels and tactics. Preferred Experience with Power BI or data visualization tools (Tableau, Looker). Knowledge of financial services or banking industry data metrics. Familiarity with data governance, attribution modeling, and privacy compliance (GDPR, CCPA). Experience with GA4 event tagging via Google Tag Manager. Environmental / Physical / Mental Requirements Stable internet connection with speeds high enough for video conferencing and screen sharing Smartphone with current iOS/Android OS Prolonged periods sitting at a workstation and working on a computer Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone Compliance/legal requirements Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.  Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process. Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations. This in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description. Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship. **PLEASE NOTE** We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico Quorum's opportunities are based in the US and US work authorization is required. We are not able to support current or future sponsorship. Salary Range: $88,000 - $98,000 per year. Individual salary will vary based on skills and experience. Discretionary incentive compensation may be available based on company and individual performance. Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO) #LI-Remote

Who we are: At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. Every employee at SECU contributes to our members financial well-being, and we ll always do what s right for our members, employees, and communities. Feel good about what you do. Belong to a place where you matter and can make a difference. What you will do: The Manager, Real Estate Closing, will be an organized and passionate leader with strong team-building skills to direct and oversee the efforts of our team of closing professionals. This role will have experience in closing, post-closing, funding, or lending with a background in operations management. This role is responsible for service level agreement (SLA) management and reporting, intercompany relationships and the development of their team. The Manager, Real Estate Closing, adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. A day in your life might include: Ensures the closing team has the required resources to perform their daily job responsibilities. Manage closing employees attendance, production, work quality, conduct, development, and complete performance reviews. Assign daily work to the team to ensure all SLAs are met. Monitor active closing and post-closing pipelines for all Real Estate Originations; including retail and wholesale first mortgage lending, and Home Equity lending. Ensures compliance with Credit Union underwriting guidelines and regulatory requirements including but not limited to: HMDA, RESPA, Reg Z, Reg B, Fact Act, and Safe Act. Evaluate, identify and assist with implementing process improvements within the department or across departments to elevate loan quality, employee experience, service level agreements (SLAs) and member service. Complete quality assurance reviews to ensure completion and accuracy of the pre-closing and post-closing processes. Effectively communicates department updates and opportunities. Additional Responsibilities may include: Keep informed of current industry standards, laws, regulations, and compliance. Resolve Closing related escalations. Responsible for closing specialist team s final testing results during system upgrades and enhancements. Monitors overtime and team financial performance. Identify root cause of process deficiencies and provide solutions to staff and management. Additional job-related projects and duties as assigned by management. What we need from you: Education Requirements Bachelor s degree or equivalent work-related experience Experience Requirements 4 years of work experience in first mortgage operations. 3 years of management experience required. Proven ability to create rapport and build teams within a remote work environment. In-depth knowledge of closing practices, mortgage documentation, recording practices and title/abstract legalities preferred. Knowledge of applicable state and federal laws related to originating residential real estate loans along with FHA, VA, and Agency underwriting guidelines required. Strong organizational skills and attention to detail with excellent communication skills, both oral and written. Ability to prioritize tasks or projects to meet deadlines. Forward-thinking approach and flexibility in a changing environment. Physical Requirements Must be able to remain in a stationary position, often standing or sitting for prolonged periods Must be able to lift up to 25 pounds Compensation Information: Offers will be commensurate with experience and education.This is a Grade G which has a salary range of $73,800 - $118,000, however, we typically hire at or below mid-point, which is $95,000 for this role. Other Compensation Includes: Annual corporate-wide incentive We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law. #LI-ND1

Personal Trust Administrator directs and coordinates activities relative to setting up and administering personal trusts, agencies, foundations, guardianships and estates. The Administrator works in conjunction with the Portfolio Manager to assist in the development and execution of the customer's investment goals. The Administrator also works in conjunction with the Operations area to ensure the collection of income, dividends, receipts, disbursements and statements. At times, the Administrator will assist a client's attorney, accountant, etc. to establish an estate plan. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Effectively administer complex fiduciary trust accounts, agencies and foundations according to terms of the document. Monitor accounts on a daily basis, monitor daily cash balances, and prepare account reviews on a monthly basis. Assist in the administration of Estates and Guardianships (prepare inventories, distributions, court accountings), determine date of death values, tax basis issues. Assist in preparation of fiduciary income tax returns, preparation of gift tax returns/federal estate tax returns. Obtain all information necessary to establish accounts including documents, assets, beneficiary details, tax fillings and assisting in establishing investment objectives. Maintain accurate data on all client files together will full documentation. Monitor compliance matters and maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements. In conjunction with the Portfolio Manager, assist in the coordination of investment needs for clients, including cash management and asset allocation choices. Proactively provide professional service to satisfy client needs. Identify and resolve client issues arising in the course of administration of an account. Assist in developing Trust Company services and products. Maintain communication with attorneys, CPAs, etc. for potential trust business. Have a general knowledge of bank products and the ability to introduce trust clients to bank services to support new business for the Trust Company and the Bank Perform tasks/projects/duties as assigned Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor's Degree in Business Administration, Finance, or related field. JD or CPA preferred. Minimum 3-5 years background in Trust or related business E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank projects according to timelines, milestone events and within budget. This includes acquiring resources, capacity planning and coordinating and motivating all project team members, contractors and or consultants to flawlessly complete project deliverables. Project Managers help define project objectives, scope and requirements; and ensure high levels of development and project execution throughout its life cycle. City National Bank Project Managers must adhere to the CNB Project Management Lifecycle Methodology. WHAT WILL YOU DO? * Assembles project team, assigns individual responsibilities, identifies appropriate resources needed, and develops schedule to ensure timely completion of project and meeting deadlines of project. * Participates in meeting activities to identify project goals and gain consensus on project steps, schedule and implementation procedures; fosters cooperation and involvement of support team. * Interviews colleagues/client to identify and analyze needs; develops project plan and provides input to recommendations for request/problem resolution. * Identifies internal and/or external resources to ensure successful project completion. * Monitors development activities relating to meeting project objectives, budget, quality standards and schedule. * Manages several projects of varying size concurrently and consults with all levels of management which may require coordinating activities across multiple departments and/or divisions. * Prepares project status reports; makes alterations in project plan as needed. * Fosters and maintains good relationships with colleagues/clients to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice throughout project duration. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. FFIEC, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years experience managing complex projects involving a large team. * Minimum 5 years banking or financial industry experience. * Minimum 5 years experience in Treasury Services/Cash Management * Minimum 7 years project manager or equivalent consulting experience with strong strategic management and planning expertise -CLC *Additional Qualifications* * Bachelor's degree preferred * Must be extremely knowledgeable in all aspects of project methodology, management tools and techniques across all project activities. * Solid understanding and planning skills in all aspects of a system/business project lifecycle, i.e. enhancements, user requirements, application configuration * Ability to identify excessive cycle time and/or costs and develop alternative courses of action associated with the project's life-cycle * Demonstrated tract record of delivering positive results in project work, including high quality implementations, cost savings, revenue enhancements and within time and budgetary constraints * Ability to manage resources directly and through cross functional teams * Full conversant on issues and current trends as they relate to the banking industry's continuity and operational resilience requirements * Ability to set and develop strategic goals and techniques for a project and effectively communicate this to all project team members *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

This position is remote, working primarily from home. Candidate must be based in the Southeastern United States. Our Company Voyager Lending, a division of Merchants & Marine Bank, partners with small businesses by offering government-guaranteed lending solutions. Deeply committed to helping communities sustain and grow, we deliver knowledgeable and personalized service for a seamless experience. Job Purpose Responsible for providing accurate credit analysis and risk assessment of SBA & USDA loans to determine their creditworthiness. Duties and Responsibilities * Knowledge of SBA SOP. * Underwriting SBA Loans in accordance with the Bank's policies and procedures. * Attend and participate in vetting and credit approval discussions. * Work with BDO's and Management to perform and document the Bank's formal credit analysis for new loan requests - credit memo creation, financial spreads, cash flow statements, collateral analysis, global cash flow analysis, support of strengths, mitigation of weaknesses, and eligibility of new and existing credit facilities. * Be capable of maintaining a mixed portfolio of underwriting new loans and modification requests. * Review and approve all underwriting conditions in a timely manner. * Request required documentation, financials, etc. from the borrower and guarantors as needed. * Providing frequent communication to all parties involved in transactions in a positive and constructive manner. * Delivering excellent service to customers both inside and outside the Bank. * Attend appropriate training and conferences in order to build and maintain expert credit and SBA specific knowledge. * Manage Underwriting deal flow between the bank and Lender Service Provider as needed. * Other duties as assigned. Qualifications Minimum * Bachelor's degree * Thorough knowledge of SBA lending rules, regulations and practices * 3 years of SBA 7a loan underwriting experience * Word and Excel proficiency * Excellent interpersonal and written skills * Verbal and written communication and presentation skills * Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Preferred * Experience with Moody's * USDA B&I loan underwriting experience * 5+ years of SBA 7a loan underwriting experience * Formal credit training * Ability to underwrite and handle a large volume of loans Working Conditions * Frequently required to operate a computer, printer, copy machine, calculator, telephone, and/or other office equipment. * the employee frequently exchanges information with others and must be able to do so in an effective manner. Must have the ability to communicate clearly and effectively, both verbally and in writing, and across a variety of audiences. * May frequently move up to 20 pounds and occasionally move items up to 40 pounds. * Frequently reaches for files, books, and comparable items in high or low places and must have the ability to bend, stoop, or reach. * Typical schedule is 40 hours per week, Monday through Friday. Extended hours may be occasionally required. * We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

Who is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. Role Overview: The Director, Mortgage Operations steers operational excellence for all mortgage-related functions, leading a team of approximately 50 staff across processing, underwriting, closing and post-closing, quality control, and support. This role emphasizes continuous process optimization, strategic adoption of advanced technologies, and adaptive workforce development to achieve best-in-class service, safety, soundness, and financial performance. Reporting to the Chief Lending Officer, you will be accountable for process innovation, compliance and regulatory oversight, and proactive engagement with industry advancement. Key Responsibilities: Direct end-to-end mortgage operations, ensuring compliant, efficient, and quality-driven execution across all areas. Cultivate, develop, and retain high-performing teams through targeted coaching, mentoring, and upskilling; fostering a culture of adaptability, collaborating with internal and external stakeholders to unlock new opportunities. Lead initiatives to streamline workflows, minimize manual intervention, and maximize technology-enabled solutions (e.g., Encompass LOS, digital integration platforms). Maintain deep operational expertise in all mortgage products and services, keeping teams abreast of regulatory and industry changes. Actively monitor and enhance vendor and third-party relationships with rigorous performance benchmarking and alignment to organizational goals. Identify, evaluate, and implement emerging technologies and process enhancements that promote service excellence, risk reduction, and cost efficiency, always with a focus on safety and soundness. Guide project and change management for key organizational and departmental initiatives, ensuring deliverables support optimized turn times and cost ratios. Drive continuous process enhancements, workflow redesign ensuring regulatory compliance. Prepare, refine, and manage annual budgets, including revenue and expense planning, proactive variance reporting, and trend analysis for optimized resource utilization. Ensure accurate, timely reporting of production metrics, errors/exceptions, QC reviews, and compliance data. Lead preparation and response strategies for internal and external audits, applying corrective actions and preventive controls. Conduct ongoing vendor due diligence, manage risk assessments, and ensure policy compliance in partnership with enterprise risk and vendor management teams. Stay current on industry advancements, digital trends, and regulatory changes to proactively position the organization for sustained competitiveness. Launch and guide departmental initiatives in line with digital transformation goals (including, but not limited to, process standardization, automation, and next-gen functionality). Maintain timely and accurate generation of required disclosures and collection of fees, within tolerance and regulatory guidelines. Perform additional duties as required. Skills, Experience & Competencies: Bachelor's degree in Finance, Business Administration, or related discipline required. At least 10 years' mortgage/financial services experience, including no less than 5 years in a leadership capacity. Project management and leadership skills within the mortgage or financial services industry, coupled with a proven ability to adapt teams to evolving technology. Proven ability to streamline communication, improve decision-making, and enhance efficiency. Familiarity with GLIA and other digital client engagement platforms is a plus. Expertise in regulatory compliance (NCUA, Federal, Consumer, SAFE Act), industry guidelines, and audit requirements. Mastery of Microsoft Office; advanced proficiency with LOS (Encompass) and digital servicing platforms. Must meet SAFE Act requirements, including background checks and registration with NMLS. Environmental / Physical / Mental Requirements Stable internet connection with speeds high enough for video conferencing and screen sharing Smartphone with current iOS/Android OS Prolonged periods sitting at a workstation and working on a computer Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone Compliance/legal requirements Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.  Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process. Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations. This in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description. Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship. **PLEASE NOTE** We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico Quorum's opportunities are based in the US and US work authorization is required. We are not able to support current or future sponsorship. Salary Range: $160,000 - $170,000 per year. Individual salary will vary based on skills and experience. Discretionary incentive compensation may be available based on company and individual performance. Benefits: Medical, Vision, Dental, Retirement Benefits, and Paid Time Off (PTO) #LI-Remote

Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! BASIC RESPONSIBILITIES Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner. TYPICAL DUTIES Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift. Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases. Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met. Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses. Balance cash box assignment at the end of the day. Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community. Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained. Ensures that members' accounts are handled accurately. Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically. Exercises professionalism and good judgment with members and coworkers. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with general operation of the credit union.

Virtual branch managers at Firefighters First Credit Union (FFCU) are responsible for leading the call center to ensure members consistently receive a high level of service through a variety of channels. As a leader, the virtual branch manager sets the call center objectives, delivers services, and manages for results. Virtual branch managers are responsible for ensuring call center teams are staffed to provide members with adequate coverage, have the necessary training and resources to successfully perform their work, ensure member identification is correct to prevent fraud, and that they provide exceptional service to members. Further, managers utilize call center data to continually improve operations and the member experience, as well as forecast and plan. Finally, virtual branch managers regularly interact with members to build relationships and assist with resolving issues. Typical responsibilities: Manage call center operations. Train, coach, supervise, and performance manage call center employees. Build member relationships by assisting members with obtaining, interpreting, and utilizing financial information to plan for and achieve goals. Analyze call center data and make recommendations to improve operations, member experience, as well as forecast and plan. Work with leaders and team members in other departments to coordinate member services, responses, research, resolutions, or other carry out other efforts. Participate in special projects and perform other assignments as needed. Travel may be required up to 10% of the time or as needed to attend meetings, conferences, training, or other work-related events. As needed, work remotely, be on-call, and work weekends and evenings. Basic Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or an equivalent combination of education and experience. Experience as a call center representative and/or a combination of experience working as a call center representative, and supervising call center representatives. Experience supervising employees. Preferred Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. Experience supervising employees in a financial institution call center environment. Experience as an e-service representative or supervising e-service representatives, supporting customers through virtual technology such as videoconferencing, web-chat, or related capabilities. Demonstrates knowledge of and experience with software and hardware terminology and troubleshooting techniques. Demonstrates knowledge of and experience with the loan application process and standard or typical internal operating policies and procedures. Demonstrates the ability to lead and supervise team members to achieve results. Demonstrates knowledge of the application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, Soldiers and Sailors Act, etc.) and compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions. Demonstrates knowledge of business, personal, and insurance products and services. Demonstrates knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures. Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them. Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment. Proficient in speaking and writing the English language using correct structure, vocabulary, and organization. Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication. Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence. Demonstrates the ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data. Demonstrates experience and behavior consistent with FFCU's core values of competence, integrity, excellence, curiosity, positivity, and humility.

WHAT WE DO: LoanMart provides fast, professional assistance to financially stressed or credit-challenged borrowers. Our place in the community was built over twenty-five years, growing from a family-owned single-store front in Van Nuys into the largest auto title lender in California. SUMMARY The Internal Auditor supports the General Counsel in executing the annual Audit Plan by planning, conducting, and reporting on audit engagements. Key responsibilities include risk assessment, control evaluation, and report preparation. The Internal Auditor identifies control weaknesses, communicates findings objectively to management, and ensures audits are completed on time and in accordance with the General Counsel's specifications. This role requires comprehensive knowledge of financial services operations and regulatory compliance in lending, collections, and marketing. Preferred experience includes secured consumer lending, banking, and compliance auditing. The ability to manage multiple concurrent audits is essential. The Internal Auditor evaluates and reports on compliance with company policies and applicable state and federal regulations, including but not limited to: Fair Credit Reporting Act (FCRA) Fair Debt Collection Practices Act (FDCPA) Regulation B (Equal Credit Opportunity Act) Regulation Z (Truth in Lending Act) Bank Secrecy Act / USA PATRIOT Act, Anti-Money Laundering (AML), KYC and CIP Programs. RESPONSIBILITIES Develops and coordinates internal audit activities under the direction of the General Counsel; communicates complex concepts clearly in writing and verbally. Interacts effectively with all levels of the organization, demonstrating confidence, professionalism, and diplomacy. Plans and executes risk-based audits, performs walkthroughs, evaluates controls, and documents findings in accordance with departmental standards. Drafts concise audit reports addressing key risks, issues, and root causes. Communicates audit results clearly, demonstrating strong analytical, writing, and documentation skills. Maintains current knowledge of lending operations and compliance requirements. Assists in developing and training the compliance team's auditing capabilities as directed by the General Counsel. Travels to the Van Nuys, CA office for initial onboarding (approximately one week) and periodically thereafter as needed. Demonstrates integrity, accountability, and alignment with company values. Adheres to policies, meets deadlines, and supports company goals. Performs other related duties as assigned. REQUIREMENTS This is a full-time, remote position open to U.S.-based applicants. Initial onboarding at our corporate headquarters in Los Angeles, California, is required for one week. Ongoing travel may be required approximately six times per year, for one-week intervals. Bachelor's degree in Accounting, Finance, Business Administration, or other related fields. 5+ years of internal audit experience in a U.S.-based bank, preferably with experience in bank sponsorship/fintech partnerships. Strong background in auditing within the financial services industry. Ability to maintain a high level of confidentiality, organization, independence, and time management. Proficiency in Microsoft Word, Excel, and PowerPoint. Strong quantitative skills, including the ability to calculate interest, rates, and percentages. Excellent verbal, written, and interpersonal communication skills, with the ability to train and lead others. Professional certification (CPA, CIA, CISA, CFE, or CBA) or an advanced degree is preferred. Strong technical skills with experience in SQL or similar database management tools (preferred). MORE ABOUT THE COMPANY: Employees enjoy a work environment that rewards performance and celebrates accomplishments. We do not tie up good ideas in a bureaucratic maze; good ideas come from everywhere and we want our employees to speak up and be recognized. Career advancement is a matter of turning an idea into an objective. If you're driven and meet the qualifications above, we want to hear from you. To learn more about the loans we market and service, visit our websites at **************************** and **************************** Fair Chance Ordinance: Applicants with criminal convictions will be considered for employment in accordance with applicant city and state ordinances including but not limited to the Los Angeles City and County Fair Chance Ordinances, California Fair Chance Act, and any and all other laws and ordinances applicable to the background check process, applicant, and position. California Applicant Privacy Notice: The California Applicant Privacy Notice ("Applicant Privacy Notice") describes the types of personal information that we may collect about our California job applicants through Wheels Financial Group, LLC's online recruitment system and careers pages which link to this Applicant Privacy Notice (collectively, the "Recruitment System") and how it may be used. Click this link to review the entire policy. ******************************************************** - ******************************************************** .

Retail Credit Funding and Booking Specialist United Community is seeking a highly skilled Retail Credit Funding and Booking Specialist. In this role, you will be responsible for the accurate and complete delivery of consumer lending and small business loan information utilizing the application and document preparation system in accordance with the core systems. With a strong background in loan documentation, funding, or booking, you will ensure regulatory compliance and deliver excellent service to both internal and external customers. What You'll Do: Review detailed consumer and SBG commercial non-real-estate loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types. Review detailed interim loan documents for acquired banks, using the legacy bank's document preparation system. Utilize knowledge of GL accounts for crediting or debiting used when funding loans. Apply knowledge of all UCB's core systems. Manage the funding and booking of consumer and SBG loan applications. Utilize Blackline/Recon for balancing GL's. Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training. Perform other duties as assigned. Requirements for Success: Review detailed consumer and SBG commercial non-real-estate loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types. Review detailed interim loan documents for acquired banks, using the legacy bank's document preparation system. Utilize knowledge of GL accounts for crediting or debiting used when funding loans. Apply knowledge of all UCB's core systems. Manage the funding and booking of consumer and SBG loan applications. Utilize Blackline/Recon for balancing GL's. Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training. Perform other duties as assigned. 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.

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. About our Position The Mortgage Post Closing Specialist is the individual that ensures the accuracy and timeliness of the delivery of the First Mortgages processed through Telhio and Investors. This position is responsible for the quality control of all first mortgages. Responsibilities: Works with Loan officers and Processors on new loan closings and funding's Review loan files (pre-closing) to assure loan has all Investor required documentation Prepares loans for funding, transmits funds accurately to Title Closing company Monitors loan files submitted to Investors for any “suspense conditions” Inputs Government Monitoring into HDMA LAR. Responsible for accuracy Upload loans through Lender Link to DNA for Funding Ensures that once loan is funded and trailing documents have been shipped loan is finalized Reviews approved and closed loan for regulatory compliance Ensure and Verify the Integrity of data/documents and ensure that documents received meet both the Investor and Telhio Guidelines Finalize original title policy, recorded mortgage and assignment when received from Title Company Completes and mails all 1st Mortgage Statement of Denial to members Process all funds received from investor and balance General Ledgers Operates within compliance with all required regulations and policies, including all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations Qualifications: High School Diploma Required 1-3 years Mortgage Servicing Experience 1-3 years Accounting 1-3 years Working knowledge and of Mortgage Products and Services 1-3 years Banking/financial services related experience Required 1-3 years Knowledge of Mortgage Process Fundamental knowledge of Bank Regulations. Very strong interpersonal skills. Strong financial and analytical skills. Knowledge of Procedures Proficient in MS Office applications required. Possess solid time management skills. Excellent accuracy and attention to detail. Excellent Customer Service Skills Excellent oral communication skills Must be knowledgeable of all applicable Federal, State, and Investor guidelines. Must be able to handle multiple projects and tasks and meet deadlines. Must be organizes and prioritize work assignments with minimal supervision Flexibility relative to work schedule Ability to work in fast-paced environment Ability to work some overtime and some weekends required What you will earn: Competitive pay Opportunity to earn incentive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them? Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity. Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships. Key Responsibilities Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives. Directly manage key client relationships and support your team in closing opportunities with customers and prospects. Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services. Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead. Develop and manage the annual budget for your area, ensuring financial targets are met. Foster partnerships with industry associations to expand influence and market presence. Train, motivate, and provide daily leadership to your team, creating an environment of growth and success. Basic Qualifications Bachelor's degree, or equivalent work experience Typically eight to 10 years of relevant experience Preferred Skills/Experience Advanced knowledge of sales and sales strategies Effective verbal and written communication skills Strong management and leadership skills Demonstrated new business development and relationship management skills Effective customer service/relations skills Thorough knowledge of banking products/services, banking operations, and current market trends Ability to make important decisions independently If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Collector II-Remote Purpose: The Remote Collector is responsible for managing delinquent loan and share accounts to minimize losses while maintaining a positive member experience. This role involves contacting members by phone, email, and other digital channels to resolve past-due accounts, arrange repayment plans, and educate members on available financial solutions. The Remote Collector ensures all collection activity is conducted in accordance with credit union policies, federal and state regulations, and member service standards. Primary Duties and Responsibilities: Monitor and manage assigned delinquent loan and share accounts, typically ranging from early to mid-stage delinquency. Make daily outbound calls and send electronic communications to members regarding past-due accounts. Work collaboratively with members to establish realistic repayment arrangements or loan workout options. Maintain accurate documentation of all collection efforts and member communications in the core system. Skip-trace and research member contact information as necessary to locate and engage with members. Identify potential problem loans and recommend appropriate next steps to minimize risk or loss. Follow all regulatory requirements, including the Fair Debt Collection Practices Act (FDCPA), Fair Credit Reporting Act (FCRA), and credit union policies. Provide exceptional member service by treating all members with respect, empathy, and professionalism. Collaborate with internal departments (Lending, Member Services, Accounting, etc.) to resolve account discrepancies. Prepare reports or updates for management as needed. Perform any other duties as assigned. Schedule and Work Expectations: Must reside within 35 miles of Fayetteville, NC. Two (2) weeks in person at the assigned office location for initial training (additional time may be required based on performance). Required to attend in-office training and refresher training. Must have reliable high-speed internet, a secure, quiet workspace, and the ability to work independently. Standard business hours can include nights, weekends, or rotating shifts, depending on the credit union's needs. Regular monitoring, quality assurance, and performance feedback Other Duties and Responsibilities: Assists VP Finance & Collections in preparing reports when necessary. Archive letters, files and other documentation of work in order to preserve record of such files. Must comply with the Federal Bank Secrecy Act, Anti-Money Laundering & Customer Identification Policy (BSA), the OFAC Policy and the Identity Theft Policy. Minimum 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 minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Training: High School diploma. On an annual basis is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training. Prior Experience: 3 years of similar or related experience. Interpersonal Skills: Courtesy, tact and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Special Skills and Abilities: Strong communication skills, both written and verbal, and the ability to explain and discuss sensitive subjects. Ability to manage a high volume of calls and multitask effectively in a remote environment. Assertive and willing to conduct collection calls. Proficiency in Microsoft Office and familiarity with credit union core systems Knowledge of collection regulations and best practices. Self-motivated, goal-oriented, and capable of working independently with minimal supervision. Strong attention to detail and record-keeping accuracy. Physical Demands: The need for physical stamina is low to moderate. Working Conditions: Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May require flexible hours to reach members in different time zones.