At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve.
We Stand For Service
is more than part of our name - it's our mission and our purpose.
We're proud to share that our SBA program is well-established and nationally recognized. WSFS Bank has been voted a top SBA lender, a reflection of our commitment to helping small businesses grow and succeed.
As an SBA Relationship Manager, you will drive the sales life cycle by generating leads and sourcing opportunities. Utilizing your expertise in loan policies, product knowledge, and financial analysis, you will structure SBA loan proposals and prepare comprehensive credit packages. You will build and maintain a robust referral network with commercial real estate brokers, business brokers, professional associations, accountants, lawyers, and more. Additionally, you will take charge of the success and growth of your assigned sales territory.
As the face of WSFS Bank for our existing SBA portfolio customers, you will address their servicing needs and ensure their continued satisfaction. This position offers you the unique opportunity to directly influence the financial success of our clients, work with a dynamic team, and leverage internal partnerships.
Job Responsibilities:
Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis.
Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
Responsible for structuring SBA loan proposals and preparing credit packages.
Responsible for the success and growth of the assigned sales territory.
Minimum Qualifications:
Bachelor's degree, preferably in a business-related field, or equivalent experience
5+ years of financial services industry experience
5+ years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans
5+ years of experience selling business-related financial services products
Knowledge of commercial and consumer loan and deposit products
Superior customer service, sales, and business development skills
Ability to travel to WSFS Bank's various locations throughout our footprint
Excellent oral and written communication skills, as well as excellent listening ability and presentation skills
Self-motivated and able to work with minimal supervision
Intermediate skill level using Microsoft Office
Knowledge and understanding of underwriting and evaluating commercial credit is preferred
Salary Range:
$90,604.00 - $148,847.50
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit ***************************************
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$90.6k-148.8k yearly Auto-Apply 7d ago
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Commercial Real Estate Portfolio Manager
Wsfs Bank 4.3
Wsfs Bank job in Wayne, PA
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.
The Commercial Real Estate Portfolio Manager will support the Commercial Real Estate (CRE) lending team through proactive credit management, underwriting, and portfolio oversight. This role partners closely with Relationship Managers to ensure timely renewals, sound credit structures, and a high-quality client experience aligned with the Bank's risk tolerance and growth objectives.
Job Responsibilities:
Support assigned Relationship Managers and credit administration for a defined CRE portfolio.
Independently underwrite and structure complex CRE loans in accordance with Bank policy and risk appetite.
Prepare and present high-quality credit packages for approval, ensuring accuracy and timeliness.
Monitor maturing or expiring loans, identify relationships due for annual review, and drive timely completion using nCino.
Partner with RMs to collect financial information, coordinate customer outreach, and prioritize renewals and new money requests.
Participate in customer and prospect meetings to assess financing needs and gather market insights.
Manage approval and documentation workflows to prevent delays and ensure smooth loan execution.
Conduct periodic site visits within the Bank's footprint to maintain familiarity with collateral and client operations.
Identify and escalate emerging portfolio risks and maintain adherence to all regulatory and policy standards.
Minimum Qualifications:
Must have a Bachelor's degree, in Finance, Accounting, or related field; formal credit training preferred.
Must have 2-4 years of relevant banking or commercial real estate experience in underwriting or portfolio management
Strong customer service, analytical and credit skills with ability to manage multiple complex relationships.
Must have strong knowledge of commercial and consumer loan and deposit products.
Proficiency in Microsoft Office and credit systems (experience with nCino preferred).
Excellent communication, organizational, and relationship management skills.
Salary Range:
$62,918.00 - $103,365.50
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit ***************************************
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$62.9k-103.4k yearly Auto-Apply 59d ago
Cash Management Specialist - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Specialist in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Specialist is responsible for performing a variety of duties to support the cash management function, including project work, proposals, account analysis, and customer implementations. This individual will help to coordinate work within the department as well as with other departments. The Cash Management Specialist will respond to inquiries or requests for information from internal and external customers and report pertinent information to department management.
Essential Duties and Responsibilities
Performs account analysis of products and customer relationships, including profit/loss modules and risk assessments.
Assists with developing cash management business proposals.
Manages operations for the CDARS and ICS programs; acts as the contact person for the programs; obtains rates; performs account opening, closing, and maintenance; mails monthly statements; communicates with customers on renewals.
Reviews cash management refund requests; makes recommendations to Cash Management Officer and processes refunds as appropriate.
Maintains an awareness of trends and new developments in the field of cash management services.
Assists in promoting cash management services.
Completes a variety of projects to support the cash management function.
Processes remote deposit audit requests.
Manages monthly cash management reviews and corrects invalid email addresses.
Monitors CIP and Missing Documents Log; works with Cash Management Officer to clear items.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the company's compliance with all regulatory requirements. Manages risk by completing all mandatory compliance and regulatory training assigned by the stated due date.
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Education & Qualifications
A high school diploma or equivalent with an emphasis in a business curriculum. Some college or degree preferred.
A minimum of three (3) years' experience in related positions normally required.
Skill(s)
Proficient reading, writing, grammar, mathematics, and analytical skills; proficient interpersonal relations and communicative skills; proficient PC skills including word processing, data entry, and spreadsheets; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$56k-97k yearly est. Auto-Apply 60d+ ago
Floating Teller (FCA) - Harrisburg/Lancaster, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Floating Financial Center Associate to join our team in the Harrisburg and Lancaster, PA area! This position will float between the following locations: Oregon Pike, Elizabethtown, Middletown, Steelton, and Derry Street.
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.
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
· Accepts deposits of various account types.
· Cashes checks within approved authority and operating policy.
· Sells official monetary instruments.
· Accepts loan payments, safe deposit box rent, and other related payments.
· Processes night deposits and mail deposits.
· Prepares and processes daily work for remote capture.
· Balances cash drawer in a timely manner.
· Provide safe deposit box services to customers as needed.
· Balances and/or services ATM machines as needed.
· Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
· A high school diploma or equivalent.
· Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
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.
$29k-32k yearly est. Auto-Apply 36d ago
Loan Collateral Analyst - Harrisburg, PA
Mid Penn Bancorp 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Loan Collateral Analyst to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Collateral Analyst is responsible for monitoring collateral for loans to ensure adequate collateralization of properties is maintained and the bank's interests are protected. This individual will review various collateral items for accuracy and completeness. In addition, the Collateral Analyst will prepare and process collateral documentation. This individual will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
Essential Duties and Responsibilities
* Reviews collateral data input to the core banking system and makes appropriate updates as needed.
* Reviews and forwards mortgages, UCC-Financial Statements, titles to appropriate vendors for recording with applicable entities.
* Reviews and forwards insurance documentation as it applies to collateral for adequate coverage.
* Prepares payoff requests, ensuring all appropriate fees and balances are disclosed to the customer.
* Prepares satisfaction pieces according to established procedures.
Ancillary Duties
* Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required.
Education & Qualifications
* A high school diploma or equivalent.
* A minimum of one (1) year related experience normally required.
* Familiarity with various types of loans preferred.
* Banking experience strongly preferred.
Skill(s)
Strong analytical skills and attention to detail; proficient organizational skills; moderate reading, writing, grammar, and mathematics skills; good 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.
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.
$33k-44k yearly est. 60d+ ago
Financial Center Associate (Teller) - Dauphin, PA
Mid Penn Bancorp Inc. 3.9
Dauphin, PA job
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our team in Dauphin, 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 Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, 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.
$47k-71k yearly est. Auto-Apply 54d ago
Cash Management Operations Manager
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Manager in Harrisburg, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Manager is responsible for implementing and maintaining the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system, and the various modules attached to that system and ensure the cash management products and services are implemented and working efficiently and effectively. The Cash Management Operations Manager will work closely with IT, the Electronic Banking Department, Deposit Services, Risk Management, Audit and Finance, as well as the Cash Management Sales Team to meet all customer needs. As an integral member of the Cash Management department, this individual will provide direct managerial oversight, guidance, coaching and direction to assigned staff.
Essential Duties and Responsibilities
Implements and maintains the products and services related to cash management.
Develops an understanding of the core processing system and any ancillary modules required to support cash management.
Develops and implements account analysis service charge links between Fiserv systems; Navigator, Access Manager, ACH Manager, WireXchange, Commercial Center, Remote Deposit Capture, Positive Pay, and any additional processing modules that are capable of generating fee-based transactions.
Researches and develops new services that are not currently available to our customer base.
Develops an understanding of what is being offered in the surrounding markets and the pricing structure; finds appropriate solutions to offer the sales team so they can compete.
Ensures the cash management products and services are implemented and working efficiently and effectively.
Ensures the entire team is continuously trained and coached on how to recognize and respond to situations involving suspected fraud, whether targeting customers, our systems, or other employees.
Ensures that all operational procedures, policies, and systems, are configured to prevent, minimize, or detect attempts of fraud against the Bank or its customers.
Develops and maintains a high degree of knowledge of current and changing regulatory requirements, ensuring that products, staff, policies, and procedures, are in compliance with said requirements.
Ancillary Duties
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Education & Qualifications
A 4-year college degree in related field or related work experience required; Cash Management certification desired. Extensive and direct work experience may supplant some of the formal education requirement.
A minimum of seven to ten (7-10) years' related experience normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient technical skills, including working knowledge of Microsoft Word and Excel, data communications, information security, and personal computer functionality; familiar with banking technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer banking needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Various check scanners
Smartphones / Tablets as used in conjunction with cash management services.
ITI Core Processing System
Commercial Center online banking system
Wire transfer systems
Lockbox systems
PIM ACH Processing System
Commercial Online Banking System
Account Analysis System
Remote Deposit Capture System
Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$70k-103k yearly est. Auto-Apply 60d+ ago
Professional Development Associate - Cash Management
Mid Penn Bancorp 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Professional Development Associate to join our Cash Management Team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Professional Development Associate will be responsible for performing a variety of duties throughout the Cash Management Department within the framework of a formalized Professional Development Program. This individual will gain hands on experience in several departments and positions. The Professional Development Associate will have opportunities to observe and/or visit various areas of the company to gain a broader understanding of all facets of the bank and the role Cash Management plays within the bank.
Essential Duties and Responsibilities
* Participates in activities and completes tasks to become familiar with Cash Management processes, products, and services relating to both sales and operations.
* Demonstrates and role models professionalism, ethical behavior, and effective decision making at all times.
* Develops a thorough understanding of financial products, operational systems, and internal workflows to ensure accurate processing and informed decision-making.
* May attend seminars, courses, and other financial related educational activities for professional development purposes.
* Observes and/or performs assigned tasks to become familiar with department processes and procedures.
* Provides administrative assistance to department manager and others as assigned.
* Provides accurate and timely support to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Provides accurate and timely support to internal and external partners regarding operational processes, documentation, and account maintenance; ensures information is communicated clearly and efficiently.
* Coordinates with various business units (such as lending, deposits, electronic banking, and risk management) to resolve operational inquiries and ensure smooth completion of service requests.
* Proactively identifies opportunities to improve processes, enhance efficiency, and support internal teams through collaboration and problem-solving.
* Utilizes internal systems and tracking tools to monitor workflow, maintain accurate records, and ensure operational tasks are completed according to policy and deadlines.
* Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy.
Ancillary Duties
* Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required.
Education & Qualifications
* A B.S. or B.A. degree, preferably in a related field of study.
* A minimum of one (1) years' related experience normally required.
* Ability to work a flexible schedule as required to meet operating needs.
Skill(s)
Proficient reading, writing, and grammar skills; proficient analytical, critical thinking and mathematics skills; proficient communicative and interpersonal relations skills; working knowledge of assigned function; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-47k yearly est. 23d ago
Asset Recovery Specialist - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great banking experience starts with a great team! To support our continued growth, Mid Penn Bank is actively seeking an Asset Recovery Specialist to join our team!
We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Asset Recovery Specialist is responsible for performing collection and administrative duties that impact the asset recovery function. This individual will be responsible for achieving goals as established in the Asset Recovery Department's annual operating plan.
Essential Duties & Responsibilities
Communicates with delinquent borrowers in attempting to obtain late payment, using various means of contact such as telephone, letters, emails, personal face to face meetings; utilizes effective human relations skills and various forms of persuasion to present a positive company image in a typically adverse situation.
Contributes to the soundness of the installment loan portfolio through prompt collection of delinquent accounts.
Utilizes methods of asset recovery under terms of the loan contract, depending on the feasibility and applicability of each case if initial recovery attempts do not secure required payment; extends due dates or refers customers to proper lending personnel for refinancing of delinquent loans; repossesses collateral on secured items if the delinquent situation requires such action.
Reviews company records and transactions to resolve misapplied payments, researching account transactions to ensure that payments are properly credited; evaluates payments (scheduled and unscheduled) being made on delinquent accounts and determines how the payment will be applied, i.e., principal, interest, escrow, and late charges, or if the payment is unacceptable.
Locates customers with whom the company has lost contact; tactfully, resourcefully, and within the Fair Debt Collection Guidelines, tries to probe for information leading to the location of the delinquent customer. Uses company provided data research services to locate customers.
Responds to inquiries relating to his/her particular area, or to requests from other company personnel, customers, etc., within given time frames and within established policy.
Actively seeks and engages in learning and development opportunities to ensure peak performance by completing and/or demonstrating the following:
Partners with manager to complete a written Individualized Development Plan that aligns with achieving current performance expectations and supporting potential career goals.
Applies newly learned knowledge and skills on the job.
Shares information with others that may benefit from his/her expertise.
Seeks coaching and feedback to ensure high performance.
Maintains control over delinquencies with respect to a satisfactory percentage of past-due accounts as defined in the department's plan.
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Notifies customer of his/her rights and amount due or any further obligations, if applicable.
Contributes to the company's growth and customer satisfaction by helping customers to resolve problems with their consumer loans.
Analyzes the borrower's financial situation and advises the borrower concerning possible options; recommends adjustment procedures to be followed or appropriate action to be taken.
Receives and reviews daily a computerized listing of all assigned delinquent loans or works daily from an assigned queue in designated software.
Coordinates the collections of past due accounts with Financial Center Managers, Loan Officers and Portfolio Managers.
Achieves goals assigned to the Asset Recovery Officer as part of the assigned department's annual operating plan.
Documents all collection actions taken, such as telephone conversations, alternative financial arrangements made, letters mailed, and so forth, within designated software platform.
Establishes and maintains records relating to delinquent loan accounts; updates delinquent account files with relevant documents supporting various legal and collection methods such as a foreclosure.
Proficient using Microsoft office products such as Microsoft Word and Microsoft Excel to create and maintain documentation, memos, and reports for use by management.
Maintains appropriate records and provides assigned reports.
Education & Qualifications
A high school diploma or equivalent; specialized resource recovery training preferred.
A minimum of three (3) years' related experience normally required.
Skill(s)
Proficient reading, writing, and grammar skills; proficient mathematics skills; proficient interpersonal relations and both verbal and written communicative skills; a thorough knowledge of regulations affecting the resource recovery function; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$49k-64k yearly est. Auto-Apply 54d ago
Loan Administration Processor - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full-Time Loan Administration Processor in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Loan Administration Processor is responsible for onboarding consumer and residential loans and processing loan modifications. This individual will review General Ledger accounts related to loan onboarding and process transactions to clear. The Loan Administration Processor must use critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes. In addition, the Loan Administration Processor will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
This position is 100% on-site in Harrisburg, PA
Essential Duties & Responsibilities
Performs review of loan documents to extract and analyze critical data for input of consumer and residential loans into the loan servicing system.
Performs verification of note and write-up for dollar amount, effective date and loan authority prior to processing new loan funding.
Processes Change In Terms (CITs), renewals, modifications and extensions on existing loans.
Completes peer review of loans and CITs for accuracy.
Processes all fee transactions relating to loan settlement.
Monitors Loans in Process accounts to ensure outstanding items are cleared within three (3) working days.
Ensures all appropriate documentation is received and maintained to meet or exceed compliance and regulatory guidelines.
Maintains or exceeds published service level standards for all workflow channels.
Escalates issues to management as necessary.
Onboards consumer and residential loans and processes loan modifications according to procedures, guidelines and expectations.
Reviews credit and loan documentation to ensure proper uploading on all loans.
Stays current and up to date with products, services, and procedures for various types of loans.
Uses critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes.
Completes work with exceptional accuracy and attention to detail.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Handles direct communications, both written and verbal, with customers and other parties.
Handles customer telephone calls.
Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
Prepares and processes requests in accordance with applicable procedures and policies to ensure compliant collateral perfection.
Maintains confidentiality of customer information.
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Ancillary Duties
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Education Qualifications
A high school diploma or equivalent.
A minimum of one (1) year related experience in loan operations - consumer, residential and commercial normally required.
Skill(s)
Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Document scanner
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$33k-39k yearly est. Auto-Apply 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): York, PA
Bank of America Corporation 4.7
York, PA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
* Unlimited potential for financial growth.
* A strong referral base from across the business through our relationship with one in every two households.
* Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
* Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
* Displays confidence working in a sales role
* Builds strong client relationships through effective communication and collaboration
* Displays a proactive mindset and effective time management
* Demonstrates a results-driven mindset and prioritizes client interests
* Identifies appropriate client solutions through application of learnings and new information
* Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
* Learns and adapts to new technology or applications
* Executes multiple tasks simultaneously
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-85k yearly est. 26d ago
Banking Lockbox Representative - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Lockbox Representative is responsible for performing a variety of duties to support the Company's Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.
This position is 100% on-site in Harrisburg, PA
Essential Duties and Responsibilities
Implements and maintains the products and services related to Lockbox.
Retrieves and prepares all customer mail/payments from designated Post Office(s).
Processes all payments into the Company's Lockbox System in accordance with established procedures and customer directions.
Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
Releases processed payments to customers as required by customized schedules.
Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
Ensures the Lockbox products and services are implemented and working efficiently and effectively.
Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
Resolves and/or addresses questions or problems presented by the Company's Lockbox customers.
Works closely with Lockbox customers to help define unique processing procedures to meet our client's needs.
Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
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.
Trains backup for support while out of office.
Prepares reports to help look at a customer's usage of the Lockbox product.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required
Education & Qualifications
A high school diploma or equivalent.
A minimum of one (1) year experience in related positions normally required.
Experience with cash management services, and/or remote deposit capture is a plus.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financial services technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Automated envelope opener equipment
High speed document scanner equipment
Fax machine
Copy machine
Lockbox System
Core Processing System
Commercial Online System
Remote Deposit Capture System
Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$32k-37k yearly est. Auto-Apply 36d ago
Financial Sales and Service Specialist
Mid Penn Bancorp Inc. 3.9
Wayne, PA job
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
Opens deposit accounts and takes loan applications.
Responds to customer questions, quotes rates and payments, recommends services.
Helps with account maintenance such as address changes, change of account signers, etc.
Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
Serve as a Financial Center Associate, when required.
Education & Qualifications
A high school diploma or equivalent with an emphasis in a business curriculum.
Notary experience preferred or ability to obtain notary as needed.
A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$28k-44k yearly est. Auto-Apply 39d ago
Cash Management Operations Manager
Mid Penn Bank 3.9
Harrisburg, PA job
A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Operations Manager in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Cash Management Operations Manager is responsible for implementing and maintaining the products and services related to cash management, such as ACH and wire processing. This individual will develop an understanding of the core processing system, and the various modules attached to that system and ensure the cash management products and services are implemented and working efficiently and effectively. The Cash Management Operations Manager will work closely with IT, the Electronic Banking Department, Deposit Services, Risk Management, Audit and Finance, as well as the Cash Management Sales Team to meet all customer needs. As an integral member of the Cash Management department, this individual will provide direct managerial oversight, guidance, coaching and direction to assigned staff.
Essential Duties and Responsibilities
* Implements and maintains the products and services related to cash management.
* Develops an understanding of the core processing system and any ancillary modules required to support cash management.
* Develops and implements account analysis service charge links between Fiserv systems; Navigator, Access Manager, ACH Manager, WireXchange, Commercial Center, Remote Deposit Capture, Positive Pay, and any additional processing modules that are capable of generating fee-based transactions.
* Researches and develops new services that are not currently available to our customer base.
* Develops an understanding of what is being offered in the surrounding markets and the pricing structure; finds appropriate solutions to offer the sales team so they can compete.
* Ensures the cash management products and services are implemented and working efficiently and effectively.
* Ensures the entire team is continuously trained and coached on how to recognize and respond to situations involving suspected fraud, whether targeting customers, our systems, or other employees.
* Ensures that all operational procedures, policies, and systems, are configured to prevent, minimize, or detect attempts of fraud against the Bank or its customers.
* Develops and maintains a high degree of knowledge of current and changing regulatory requirements, ensuring that products, staff, policies, and procedures, are in compliance with said requirements.
Ancillary Duties
* Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required.
Education & Qualifications
* A 4-year college degree in related field or related work experience required; Cash Management certification desired. Extensive and direct work experience may supplant some of the formal education requirement.
* A minimum of seven to ten (7-10) years' related experience normally required.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient technical skills, including working knowledge of Microsoft Word and Excel, data communications, information security, and personal computer functionality; familiar with banking technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as account analysis, sweep account processing, positive pay, lock box, commercial online banking, ACH and NACHA rules, wire transfer processing, and a strong understanding of commercial customer banking needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
* Various check scanners
* Smartphones / Tablets as used in conjunction with cash management services.
* ITI Core Processing System
* Commercial Center online banking system
* Wire transfer systems
* Lockbox systems
* PIM ACH Processing System
* Commercial Online Banking System
* Account Analysis System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$70k-103k yearly est. 60d+ ago
Professional Development Associate - Operational Focus
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is actively seeking applicants to join our Professional Development Program in Harrisburg, PA.
Candidates chosen to participate in the Mid Penn Professional Development Program will receive company-specific training and gain valuable on-the-job experience. The objective of this program is to provide participants with a solid foundation of knowledge and skills to accelerate career growth in one of our specialized business units.
Position Overview
The Professional Development Associate will be responsible for performing a variety of duties throughout the assigned operations department within the framework of a formalized Professional Development Program. This individual will gain hands on experience in several departments and positions. The Professional Development Associate will have opportunities to observe and/or visit various areas of the company to gain a broader understanding of the operations and processes.
Essential Duties and Responsibilities
Participates in activities and completes tasks to become familiar with assigned business unit (loan operations, electronic banking, deposit operations, loan documentation, operations risk management, cash management operations).
Demonstrates and role models professionalism, ethical behavior, and effective decision making during assigned rotational assignments and at all times.
Experiences hands-on training needed to learn business processes and procedures.
Develops a thorough understanding of financial products, operational systems, and internal workflows to ensure accurate processing and informed decision-making.
May attend seminars, courses, and other financial related educational activities for professional development purposes.
Observes and/or performs assigned tasks to become familiar with department processes and procedures.
Provides administrative assistance to department manager and others as assigned.
Provides accurate and timely support to internal and external partners regarding operational processes, documentation, and account maintenance; ensures information is communicated clearly and efficiently.
Coordinates with various business units (such as lending, electronic banking, and risk management) to resolve operational inquiries and ensure smooth completion of service requests.
Proactively identifies opportunities to improve processes, enhance efficiency, and support internal teams through collaboration and problem-solving.
Utilizes internal systems and tracking tools to monitor workflow, maintain accurate records, and ensure operational tasks are completed according to policy and deadlines.
Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy.
Communicates with management and staff personnel in order to support activities.
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
Ancillary Duties
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Education & Qualifications
A B.S. or B.A. degree, preferably in a related field of study.
A minimum of one (1) years' related experience normally required.
Ability to work a flexible schedule as required to meet operating needs.
Skills
Proficient reading, writing, and grammar skills; proficient analytical, critical thinking and mathematics skills; proficient communicative and interpersonal relations skills; working knowledge of assigned function; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-47k yearly est. Auto-Apply 60d+ ago
Loan Collateral Analyst - Harrisburg, PA
Mid Penn Bank 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Loan Collateral Analyst to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Collateral Analyst is responsible for monitoring collateral for loans to ensure adequate collateralization of properties is maintained and the bank's interests are protected. This individual will review various collateral items for accuracy and completeness. In addition, the Collateral Analyst will prepare and process collateral documentation. This individual will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
Essential Duties and Responsibilities
* Reviews collateral data input to the core banking system and makes appropriate updates as needed.
* Reviews and forwards mortgages, UCC-Financial Statements, titles to appropriate vendors for recording with applicable entities.
* Reviews and forwards insurance documentation as it applies to collateral for adequate coverage.
* Prepares payoff requests, ensuring all appropriate fees and balances are disclosed to the customer.
* Prepares satisfaction pieces according to established procedures.
Ancillary Duties
* Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required.
Education & Qualifications
* A high school diploma or equivalent.
* A minimum of one (1) year related experience normally required.
* Familiarity with various types of loans preferred.
* Banking experience strongly preferred.
Skill(s)
Strong analytical skills and attention to detail; proficient organizational skills; moderate reading, writing, grammar, and mathematics skills; good 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.
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.
$33k-44k yearly est. 60d+ ago
Asset Recovery Specialist - Harrisburg, PA
Mid Penn Bank 3.9
Harrisburg, PA job
A great banking experience starts with a great team! To support our continued growth, Mid Penn Bank is actively seeking an Asset Recovery Specialist to join our team! We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Asset Recovery Specialist is responsible for performing collection and administrative duties that impact the asset recovery function. This individual will be responsible for achieving goals as established in the Asset Recovery Department's annual operating plan.
Essential Duties & Responsibilities
* Communicates with delinquent borrowers in attempting to obtain late payment, using various means of contact such as telephone, letters, emails, personal face to face meetings; utilizes effective human relations skills and various forms of persuasion to present a positive company image in a typically adverse situation.
* Contributes to the soundness of the installment loan portfolio through prompt collection of delinquent accounts.
* Utilizes methods of asset recovery under terms of the loan contract, depending on the feasibility and applicability of each case if initial recovery attempts do not secure required payment; extends due dates or refers customers to proper lending personnel for refinancing of delinquent loans; repossesses collateral on secured items if the delinquent situation requires such action.
* Reviews company records and transactions to resolve misapplied payments, researching account transactions to ensure that payments are properly credited; evaluates payments (scheduled and unscheduled) being made on delinquent accounts and determines how the payment will be applied, i.e., principal, interest, escrow, and late charges, or if the payment is unacceptable.
* Locates customers with whom the company has lost contact; tactfully, resourcefully, and within the Fair Debt Collection Guidelines, tries to probe for information leading to the location of the delinquent customer. Uses company provided data research services to locate customers.
* Responds to inquiries relating to his/her particular area, or to requests from other company personnel, customers, etc., within given time frames and within established policy.
* Actively seeks and engages in learning and development opportunities to ensure peak performance by completing and/or demonstrating the following:
* Partners with manager to complete a written Individualized Development Plan that aligns with achieving current performance expectations and supporting potential career goals.
* Applies newly learned knowledge and skills on the job.
* Shares information with others that may benefit from his/her expertise.
* Seeks coaching and feedback to ensure high performance.
* Maintains control over delinquencies with respect to a satisfactory percentage of past-due accounts as defined in the department's plan.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Notifies customer of his/her rights and amount due or any further obligations, if applicable.
* Contributes to the company's growth and customer satisfaction by helping customers to resolve problems with their consumer loans.
* Analyzes the borrower's financial situation and advises the borrower concerning possible options; recommends adjustment procedures to be followed or appropriate action to be taken.
* Receives and reviews daily a computerized listing of all assigned delinquent loans or works daily from an assigned queue in designated software.
* Coordinates the collections of past due accounts with Financial Center Managers, Loan Officers and Portfolio Managers.
* Achieves goals assigned to the Asset Recovery Officer as part of the assigned department's annual operating plan.
* Documents all collection actions taken, such as telephone conversations, alternative financial arrangements made, letters mailed, and so forth, within designated software platform.
* Establishes and maintains records relating to delinquent loan accounts; updates delinquent account files with relevant documents supporting various legal and collection methods such as a foreclosure.
* Proficient using Microsoft office products such as Microsoft Word and Microsoft Excel to create and maintain documentation, memos, and reports for use by management.
* Maintains appropriate records and provides assigned reports.
Education & Qualifications
* A high school diploma or equivalent; specialized resource recovery training preferred.
* A minimum of three (3) years' related experience normally required.
Skill(s)
Proficient reading, writing, and grammar skills; proficient mathematics skills; proficient interpersonal relations and both verbal and written communicative skills; a thorough knowledge of regulations affecting the resource recovery function; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Fax machine
* Copy machine
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$49k-64k yearly est. 55d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Wayne, PA job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-85k yearly est. 31d ago
Loan Administration Processor - Harrisburg, PA
Mid Penn Bancorp 3.9
Harrisburg, PA job
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full-Time Loan Administration Processor in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Loan Administration Processor is responsible for onboarding consumer and residential loans and processing loan modifications. This individual will review General Ledger accounts related to loan onboarding and process transactions to clear. The Loan Administration Processor must use critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes. In addition, the Loan Administration Processor will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards.
This position is 100% on-site in Harrisburg, PA
Essential Duties & Responsibilities
Performs review of loan documents to extract and analyze critical data for input of consumer and residential loans into the loan servicing system.
Performs verification of note and write-up for dollar amount, effective date and loan authority prior to processing new loan funding.
Processes Change In Terms (CITs), renewals, modifications and extensions on existing loans.
Completes peer review of loans and CITs for accuracy.
Processes all fee transactions relating to loan settlement.
Monitors Loans in Process accounts to ensure outstanding items are cleared within three (3) working days.
Ensures all appropriate documentation is received and maintained to meet or exceed compliance and regulatory guidelines.
Maintains or exceeds published service level standards for all workflow channels.
Escalates issues to management as necessary.
Onboards consumer and residential loans and processes loan modifications according to procedures, guidelines and expectations.
Reviews credit and loan documentation to ensure proper uploading on all loans.
Stays current and up to date with products, services, and procedures for various types of loans.
Uses critical thinking skills to analyze multifaceted issues, develop effective solutions, and apply logical reasoning to troubleshoot issues and improve processes.
Completes work with exceptional accuracy and attention to detail.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Handles direct communications, both written and verbal, with customers and other parties.
Handles customer telephone calls.
Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
Prepares and processes requests in accordance with applicable procedures and policies to ensure compliant collateral perfection.
Maintains confidentiality of customer information.
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Ancillary Duties
Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required.
Education Qualifications
A high school diploma or equivalent.
A minimum of one (1) year related experience in loan operations - consumer, residential and commercial normally required.
Skill(s)
Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax machine
Copy machine
Document scanner
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$33k-39k yearly est. Auto-Apply 60d+ ago
Financial Sales and Service Specialist
Mid Penn Bank 3.9
Wayne, PA job
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
* Opens deposit accounts and takes loan applications.
* Responds to customer questions, quotes rates and payments, recommends services.
* Helps with account maintenance such as address changes, change of account signers, etc.
* Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
* Serve as a Financial Center Associate, when required.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum.
* Notary experience preferred or ability to obtain notary as needed.
* A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.