Member Service Representative jobs at TruMark Financial Credit Union - 475 jobs

Job Description The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc. GENERAL DUTIES AND RESPONSIBILITIES: Daily processing of mail payments. Verify new loan input by other Loan Services employees. Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system. Monitor non-escrow customer accounts for proof of tax payments. Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file. Process incoming electronic payments and wires for customers. Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies. Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan. Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral. Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions. Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds. Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines. Verify loan satisfaction fees paid and reconcile related general ledger account. Research and respond to credit bureau disputes via E-Oscar web-based technology. Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. High School Diploma or equivalent. Basic math skills Keyboarding skills PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Experience with Jack Henry Silverlake. Working knowledge of Microsoft Office Applications (Word, Excel, Outlook) Previous experience in Loan Services/Operations. Accounting I

The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc. GENERAL DUTIES AND RESPONSIBILITIES: Daily processing of mail payments. Verify new loan input by other Loan Services employees. Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system. Monitor non-escrow customer accounts for proof of tax payments. Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file. Process incoming electronic payments and wires for customers. Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies. Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan. Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral. Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions. Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds. Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines. Verify loan satisfaction fees paid and reconcile related general ledger account. Research and respond to credit bureau disputes via E-Oscar web-based technology. Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. High School Diploma or equivalent. Basic math skills Keyboarding skills PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Experience with Jack Henry Silverlake. Working knowledge of Microsoft Office Applications (Word, Excel, Outlook) Previous experience in Loan Services/Operations. Accounting I

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Residential Loan Servicing Representative in Clearfield, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Position Overview The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards. This is a 100% onsite position in Clearfield, PA Essential Duties and Responsibilities Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include: Processes address changes, in accordance with current address change procedures. Adds, and maintains, AFT and ACH loan payment information in the core system. Completes billing maintenance and creates manual billing notices. Responds to internal and external customer inquiries via phone and the ticketing system. Reviews new notes audit report for accurate escrow boarding. Produces disbursement checks for escrow excesses/refunds. Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts. Processes money wire to Federal Home Loan Bank Reports active/delinquent status updates to USDA; remits USDA servicing fees. Requests paid serviced loan documents from the third-party document custodian. Reviews daily transaction exception reports and makes appropriate corrections. Prepares and processes loan payments. Processes incoming hazard and flood insurance correspondence. Completes work with exceptional accuracy and attention to detail. Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy. Handles direct communications, both written and verbal, with customers and other parties. Handles customer telephone calls. Completes account research and makes appropriate corrections, including payment adjustments. Performs Branch Capture end of day processing. Performs duties of other Loan Servicing personnel as needed. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Maintains confidentiality of customer information. Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. Regular and predictable attendance is required. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year related experience required. Familiarity with various types of loans preferred. Banking experience and/or knowledge of residential loans strongly preferred. Ability to work 100% onsite in Clearfield, PA Skill(s) Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills. Equipment/Machines Telephone PC/Computer keyboard Printer Calculator Fax machine Copy machine Document scanner Branch capture machine Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Bilingual English and Spanish a Plus. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Client Services Center Representatives provide telephone and email support for customers and branch staff as needed; provide direct service to the customer, as appropriate, while utilizing a full range of Bank products and services to effectively maximize the Bank's relationship with our customers; maintain current knowledge of new products; and identify product needs of our customers to build relationships. Schedule is Hybrid After Training is Completed Essential Duties: Manage large amounts of inbound and outbound calls in a timely manner. Identify customer's needs, clarify information, research every issue and provide solutions and appropriate follow-up. Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied. Provides direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describes and sells products and services of the Bank, etc. Utilizes full range of Bank products and services to effectively maximize the Bank's relationship with customers; informs caller of products; refers customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships.. Maintains awareness of various Bank functions in order to provide assistance to customers in areas of Online Services, Loans, Debit Card, and ATM support. Reports suspected Elder abuse and/or suspicious activity to bank Security Officer. Ongoing education and training to improve knowledge and performance of bank products and customer service. Stays educated in awareness of elder abuse, Identify theft and any other fraud activity. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes Internal Advancement Opportunities Paid Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred. Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Experience: A minimum of one (1) year of related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.

Plays a critical part in ensuring the efficient processing of loans, including handling new and closed loan files, facilitating communication with members, and providing administrative support for various loan and escrow-related tasks. Possesses expertise in vehicle title management and is highly skilled in tracking, processing, and ensuring the accuracy of loan-related documentation. RESPONSIBILITIES AND DUTIES Efficiently process new and closed loan files, ensuring accurate documentation, including the recording and satisfaction of mortgages and vehicle title work. Serve as the primary expert for vehicle title-related processes, including title tracking, coordinating communication with loan officer and members to resolve any issues, and assisting with adding liens to titles when necessary. Administer the tracking and facilitation of insurance requirements for both vehicle and real estate loans, ensuring compliance with credit union policies. Accurately process complex loan payments, ensuring proper application of funds and timely updates to member accounts. Book and fund real estate loans, ensuring all necessary documentation and approvals are in place. Manage incoming payoffs and provide accurate payoff quotes for members, ensuring that all necessary details are included. Prepare and mail various notices to members related to their loans. Conduct account research to resolve loan-related issues, ensuring accuracy and making necessary corrections to account information as needed. Provide support to loan officers and assist members with loan-related inquiries and processes professionally and courteously. Serve as the backup for the escrow processor, ensuring continuity of service in their absence. Perform a quality control review on a random sampling of loans to ensure compliance with credit union policies, accuracy of documentation, and underwriting standards. Generate and distribute various loan-related reports as needed, ensuring timely and accurate delivery to appropriate team members and departments. Perform other duties and special projects as assigned to support the credit union's lending operations. QUALIFICATIONS Education: High school diploma or equivalent (Associate's or Bachelor's degree in a related field preferred) Experience: Prior experience in loan servicing or a similar role, preferably within a credit union or financial institution Skills and Abilities: Strong understanding of vehicle title work, mortgages, insurance tracking, and loan servicing Excellent attention to detail, organization, and time management skills Strong communication skills, both written and verbal, with the ability to explain complex information to members and colleagues Proficiency in using loan servicing software and other related systems Ability to work independently, as well as part of a team, to achieve departmental goals SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time

Full-time position currently available in Quakertown, PA. As a CSC Customer Service Representative I, you will serve as the first point of contact for customers seeking assistance with their banking inquiries and concerns. Your primary responsibility is to provide exceptional customer service by addressing their questions, resolving issues, and promoting bank products and services. You will handle a wide range of customer interactions via phone and email, ensuring a positive customer experience and upholding the bank's reputation for excellence. Key Functions: * Customer Support: Respond promptly and professionally to customer inquiries and concerns via phone and email channels. * Issue Resolution: Efficiently and accurately resolve customer issues, including but not limited to account inquiries, transaction disputes, and technical difficulties. * Product Promotion: Educate customers about the bank's products and services, promoting cross-selling and upselling opportunities when appropriate. * Account Maintenance: Assist customers with account maintenance tasks such as password resets, account updates, and address changes. * Compliance: Ensure all interactions and transactions comply with bank policies, procedures, and regulatory guidelines. * Quality Assurance: Meet or exceed established performance metrics, including call quality, response time, and customer satisfaction. * Continuous Learning: Stay informed about the bank's products, services, and industry trends to provide up-to-date information to customers. * Team Collaboration: Collaborate with team members and other bank departments to resolve complex customer issues and improve overall customer service. * Feedback: Provide feedback and insights to management regarding common customer issues and potential process improvements. General Duties and Responsibilities: * Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. * Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. * Must have strong Product Knowledge skills to evaluate customer needs using open-ended questions and refers customers to the appropriate resource. * Researches and resolves customer problems in a positive and efficient manner. * Assists customers with account information and responds to customer inquiries daily. Reviews, verifies, and executes customer transactions including fund transfers, loan/CC payments, contact information changes, stop payments/written statements of unauthorized debits, VCC maintenance (including disputes, increases, hot cards, warm cards, etc) and orders, MCD increases/inquires, check orders, ACH inquiries, and fraud prevention. Provides navigational assistance with online, mobile and telephone banking. * Follows proposed department schedules and operating policies & procedures as required. * Brings an overall positive attitude to work every day to boost morale within the Department. (Cultivating Culture, Team building, etc.). * Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities. * Required availability of all operating department hours which can include holidays and weekends. * Supportive of community through involvement and participation in local volunteer and/or charitable organizations. * Assumes additional job-related duties as requested. Required Training, Experience, and Education: * Successful experience working with customers and co-workers. * Must complete basic CSR training within the first 6 months of employment. * Must complete additional CSR training requirements as recommended by CSC Manager. * Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. * Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. * Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. * Must successfully complete Banking of Fundamentals within the first 18 months of employment. * This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. * Must fulfill the Continuing Education/Training checklist requirements annually, after first 18 months of employment. Desirable Knowledge, Abilities, and Skills: * Previous or current bank experience. * Customer Service experience in a call center environment. Department Hours: The ideal candidate for this position is expected to be available to work any shifts during the hours that the department is open for business. Hours for this department are: Monday to Friday - 8:00 a.m. to 7:00 p.m. Saturday - 8:30 a.m. to 4:00 p.m.

Job Description FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday

FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday

Salary: $20.00 - $23.19/hr Do you value trust and understanding, respect, integrity, cooperation, and accountability? Do you want to be a part of something BIG? Would you thrive in a place where you are empowered to improve lives by partnering with individuals and families to reach their goals and realize their full potential? Then look no further! As a TAPCO Member Service Representative (teller), you will be the face of our credit union. You will be charged with providing excellent member service by going the extra mile to greet members, make them feel welcome and engage members to learn about their financial needs. You will be joining a team who enjoy coming to work to make a positive impact in their community. What you will do: Accurately process financial transactions in a timely manner. Identify opportunities and refer products and services to TAPCO members. Contribute to branch goals and support current business priorities and initiatives. Accountable for achieving sales and service related goals and objectives. Resolve member related issues and recommend solutions to best fit their needs. Adhere to all policies, procedures, rules and regulations required for position. Performs drive-up functions and night drop duties May be required to work at other branch locations as needed. Depending on experience will perform additional duties. Opens accounts Receive and process applications for consumer and mortgage loans. Meets with applicants, explains credit policies, provides guidance and verifies application data credit criteria. Understand and sell GAP, mechanical breakdown warranties, and payment protection plans. Responsible for branch opening and closing. Registered as Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS). Let's talk if you: Will proactively build, develop, and maintain relationships with our Members. Can be counted on to push self and others to exceed sales expectations. Pursue all tasks with energy, drive, urgency, and the need to successfully finish. Enjoy taking on challenges that may seem difficult as well as seizing opportunities as they come. Are a team player that consistently aspires to grow and improve? Have a minimum of 6 months retail sales and customer service experience. TAPCO offers a comprehensive benefit package: 100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees. 50% Employer-paid spouse coverage. 65% Employer-paid dependent children coverage Flexible Spending Account (FSA) Dependent Care FSA Health Savings Account (HSA) 401(k) Plan with up to 7% match 100% Employer-Paid Life Insurance/AD&D package ($100,000) Paid Vacation and Sick Time 11 Paid Holidays + 1 Floating Holiday Optional Short and Long Term Disability Employee Assistance Program

Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Oak Harbor Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Oak Harbor, WA. Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. . May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:450 SW Bayshore Drive## ##City:Oak Harbor## ##State:WA## ##ZipCode:98277## ##Internal:false## Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Bellingham Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Friday 8:30 a.m.- 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Bellingham, WA. Base Salary Range: Level I - $20.00 - $23.84 - $28.61 per hour Level II - $20.50 - $25.62 - $30.75 per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. . May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:265 York Street## ##City:Bellingham## ##State:WA## ##ZipCode:98225## ##Internal:false## Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Salary Pay Range: Financial Services Representative I (Category 15): $42,254 - $60,844 annually Financial Services Representative II (Category 14): $45,633 - $66,624 annually Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above. In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range. Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Member Service Representative II-Floating Location: Floating to Upper Darby, Springfield, Phoenixville, Trooper, Downingtown, West Chester, Gateway, Malvern Company: TruMark Financial Credit Union Employment Type: Full-Time Join Our Team and Make a Difference! Looking for a workplace that values your growth, supports your goals, and makes a real impact? At TruMark Financial, we're not just about banking-we're about building a better future for our members and our team. When you join us, you'll enjoy: Flexibility & Balance: We get it-life is busy. We offer flexible schedules and time off so you can thrive at work and in life. Opportunities to Grow: From day one, we invest in your career with training, development, and room to advance. Benefits That Matter: Health, dental, vision, a 401(k) with matching, and even paid time off-because we care about you. A Chance to Give Back: Be part of something bigger by helping our members and communities achieve their goals. What You'll Do As a Member Service Representative II, you'll play a vital role in our members' financial journeys: Engage with members: Provide extraordinary service while identifying their financial needs. Promote solutions: Educate members on TruMark's products, services, and programs to offer tailored financial solutions. Handle loan processes: Complete loan applications, process requests (excluding Home Equity and Mortgage), and assist with settlements. Leverage technology: Demonstrate mobile and digital banking tools to enhance member experiences. Support the branch: Perform teller functions, resolve escalated issues, and assist as a supervisor when needed. What You Bring to the Table Education: High school diploma or equivalent required; continuing education preferred. Experience: At least 1 year of branch or equivalent experience with a financial institution. Skills: Strong communication and organizational abilities. Knowledge of banking products and systems. Proficiency in Microsoft Office applications. Availability: Flexibility to work evenings, weekends, or other shifts as needed. What to Expect After You Apply Application Review: We'll carefully review your application to ensure it meets the role's qualifications. Phone Screening: If selected, you'll participate in a brief call to discuss your skills and experience. Interview: Shortlisted candidates will be invited for an in-depth interview with our team. Final Decision: After interviews, we'll notify you of the outcome and next steps. We strive to keep you informed throughout the process and appreciate your time and effort! Ready to Apply? If you're excited about joining a supportive and mission-driven team, apply now! Equal Opportunity Employer TruMark Financial Credit Union is an equal-opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload. TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting TruMark Financial Credit Union's Human Resources Department.

Primary Office Location: 4140 East State Street. Hermitage, Pennsylvania. 16148. Join our team. Make a difference - for us and for your future. Loan Servicing Representative Business Unit: Operations Reports To: Supervisor of Loan Operations Position Overview The Loan Operations Representative is responsible for managing and correcting loan transactions, processing loan modifications-including SBA loans-and ensuring compliance with all banking regulations. This role involves handling electronic funds transfers, generating reports, maintaining accurate documentation, and providing exceptional support to internal and external customers. The representative collaborates with internal teams to resolve discrepancies, improve loan servicing processes, and uphold the Bank's standards for accuracy and compliance. Primary Responsibilities * Perform post-closing reviews of loan documents for non-real estate commercial loans; identify and resolve document exceptions and prepare mortgage and UCC documents for recording. * Process loan funding entries in accordance with established procedures and timelines to ensure accurate documentation of Bank assets. * Resolve non-post items promptly and accurately to maintain proper account posting. * Update system information based on maintenance requests and established procedures to ensure accurate financial reporting and compliance with loan terms. * Prepare closing documents and modifications for small business and commercial loans, including SBA loans; review requests for compliance with Bank policies and advise lenders or underwriters of deficiencies. * Book all loan types to the core system while meeting established volume and accuracy standards. * Execute all aspects of loan servicing, including escrow accounts, remittance and reporting, payment posting for participated loans, and maintenance of SWAP loans, ensuring compliance and timely financial entries. * File and continue UCC financing statements, process commercial payoffs, and maintain collateral records, including stock certificates. * Monitor hazard and flood insurance on designated loans to protect collateral; initiate force-placed insurance through third-party vendors as needed. * Handle electronic funds transfers, generate operational reports, and maintain accurate documentation for audit and compliance purposes. * Collaborate with internal teams to resolve discrepancies and enhance loan servicing processes. * Perform other related duties and projects as assigned. Risk Management and Compliance: All employees are accountable for identifying, reporting, and managing risks in accordance with F.N.B. Corporation's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Qualifications * Education: High School diploma or GED required * Experience: Minimum of 1 year in loan operations or a related banking function * Skills: * Strong attention to detail and accuracy * Excellent written and verbal communication skills * Ability to multitask and meet deadlines in a fast-paced environment * Proficiency in Microsoft Word and Excel (Intermediate level) * Ability to use general office equipment and job-related software Physical Requirements N/A Position Title: Loan Operations Representative 2 Business Unit: Operations Reports To: Supervisor of Loan Operations Position Overview: This position is primarily responsible for providing timely and accurate service to internal and external customers in support of the lending functions of the Bank. Primary Responsibilities: Executes post closing review of loan documents for non-real estate commercial loans, adds or removes document exceptions as discovered or resolved and reviews and packages mortgage and UCC documents for recoding. Prepares entries required to fund loans based on established procedures and meets set timeline for all funds to correctly document Bank assets. Resolves non-post items based on established procedures to ensure prompt and accurate posting to the customer's account. Updates system information in accordance with maintenance requests submitted based on established procedures and knowledge of system functionality to ensure accurate reporting for financial purposes and to maintain the loan in accordance with the note. Prepares closing documents and modifications for small business and commercial loans and is measured against established volume levels, reviews request for compliance with Bank policy and procedure and advises Lenders or Underwriters of deficiencies. Books all types of loans to the core system and is measured against established volume levels. Executes all aspects of loan servicing, including escrow accounts, remittance and reporting, posts payments for participated loans, maintains SWAP loans base on established procedures and defines time lines with all functions meeting compliance requirements, timely recording of financial entries and customer satisfaction. Files and continues UCC financing statement as collateral, quotes commercial payoffs and maintains a log of stock certificates held as collateral. Tracks hazard and flood insurance on designated loans to assure collateral is protected and force-places insurance as needed through third party vendor. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 1 Special Skills: Excellent communication skills, both written and verbal Ability to work and multi-task in a fast paced environment Detail-oriented Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2025 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Financial Service Representative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm. RESPONSIBILITIES Financial Service Representative I Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience. Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership. Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience. Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products. Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services. Positive engagement and participation in cross-functional projects and branch promotions. Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work. Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members. Basic understanding of Business Service products and services. Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness. Exercise independent judgement within set authorizations. Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program. Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations. Performs additional tasks and duties assigned by Branch Leadership. Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings. Financial Service Representative II, Capable of handling all of the duties described in the Financial Services Representative I plus the following: Have the ability to train and sponsor new employees. Maintain a book of business to ensure members needs are being met. Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings. Ability to lead cross-functional branch projects, promotions and training. REQUIREMENTS FSR I - A minimum 1 year of financial industry experience or comparable experience. Must have experience with opening Consumer New Accounts & a basic understanding of credit. FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products. Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals. Ability to attain Notary designation within 6 months of hire. Required current NMLS Number or ability to obtain upon hire. Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled. COMPENSATION $22-$25/ hour + DOE based on level hired and experience Eligible to earn performance incentives. Equal Opportunity Employer/AA Must be 18 or older to apply