conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business plan to
support achievement of assigned quarterly and annual goals, specifically deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships.
The Banking Specialist II will be expected to receive formal certification of the Peoples Bank client conversation model within one year of assuming this position. Demonstrates strong proficiency of all consumer Bank products, services, and usage channels, to identify client account needs. This knowledge
will include both personal and business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc.
In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client Supports all Marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed.
In addition, will provide necessary overrides for various transactions in support of sound risk management as determined by the need within the financial center. Demonstrates proficiency of all operating systems, to support both the new account opening process, service transactions and overall client relationship management. The Banking Specialist II associate will serve as a new account representative in the financial center as determined by the need within the individual financial center assigned. In the absence of the Financial Center Operational Specialist, assumes responsibility of required operational tasks such as oversight of the financial center vault, weekly cash shipment tasks, and ATM cash management.
Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training.. Educational & Other Requirements Minimum one year experience of retail banking, performing paying/receiving functions preferred Minimum one year experience of retail banking, account opening and sales and service transaction processing preferred. Minimum of 6 months of cash handling experience. Working knowledge of new technology products and services. Must be bondable Job Posted by Applicant Pro
bank with over $940 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Lightstreet Branch in Bloomsburg, PA. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers,
actively refers customers to appropriate customer service personnel.7. 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 Bank's compliance with all regulatory requirements, e.
g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative
and interpersonal skills. - Proficient eye-hand coordination. - Ability to operate various office machines.
- Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Lightstreet Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank's core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning:
Through active engagement in client conversation and basic financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies. Demonstrates a basic working
knowledge of all Bank products, services, and usage channels, to identify client account needs.
This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. Supports limited Marketing and sales strategies, as identified by the Financial Center Manager, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited-service transactions and overall client relationship management. Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Six months of previous work-related experience involving face-to-face interactions with clients and the handling of cash transactions. Must be bondable. Job Posted by Applicant Pro
known as a Universal Banker) role at the Punxsutawney Branch. The Personal Banker role requires providing excellent customer service to build relationships and promote In First Bank products and services. Personal Bankers will open deposit accounts, handle teller transactions, resolve customer service issues, and gather documents for retail loans.
The Personal Banker role normally requires 2 or more years banking, or Teller experience. Preferred candidates will have proficient interpersonal, communicative and sales skills; a comprehensive knowledge of bank forms and documents used in opening new accounts; working knowledge of bank consumer and business products and services, along with
the operating policies and procedures that impact these products; experience with non-real estate (unsecured, auto, and share type) loans, though, having experience with real estate secured loans are considered a plus.
High School diploma or equivalent is required. In First Bank is an EOE.
Engage in consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered Complete all required training to understand PB Culture and BRAVO, and demonstrate the PB client conversation model regularly in client and prospect interaction Interviews applicants, gathers and evaluates financial and related data to establish credit worthiness, establishes and re-negotiates credit terms, when necessary.
Continually monitors clients' financial condition and repayment progress. backsses clients' banking and financial needs. Takes appropriate corrective
action and prompt communication with appropriate parties at the Bank to disclose any client performance concerns. Competency in evaluating credit risks and understanding cash flow to quickly identify qualifications of new lending opportunities Meets with clients to discuss new loan requests, loan renewals, and loan modifications.
Completes Loan Analysis Reports (LARs), Modifications (MODs), and Line of Credit Renewals as required. Makes loan presentations to the Senior Loan Officers Committee and/or Board of Directors as required. Represents the bank in community organizations and activities to enhance the bank's image and maintain and enhance a referral network for business development
opportunities. Refers clients requiring specialized products and services to other areas of the bank as appropriate.
Maintains a working knowledge of all Bank products and services to recognize opportunity. Establish working knowledge of Bank's systems to effectively complete client research and input required lending information. Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments. Attend settlements and meet with customers to have documents executed as needed. Responsible for maintaining compliance with all applicable laws and regulations. Recommends modifications to bank lending policies and procedures; ensures that necessary changes are implemented expeditiously.
Updates knowledge and develops professionally on a continuing basis through various training resources. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Performs other duties as assigned. Business Banking (Small Business) Partner with Financial Centers as well as engage in calling activities to generate a robust pipeline of small business opportunities Engage with credit and settlement functions to ensure timely movement of loans generated to closing Focus on lending relationships up to $1.5MM Build full relationships by partnering with calling partners to provide small businesses with merchant, cash management services, and other needs Working knowledge of SBA 7a loans preferred Educational & Other Requirements Bachelor's Degree in business, finance, related field, or equivalent experience.
Minimum of 2-3 years of prior commercial lending experience preferred, or comparable experience in commercial lending portfolio management or credit roles.
Thorough understanding of Financial Statements, tax returns, and credit approval process. Strong human relations, communication, sales, financial leadership and analytical skills. Strong well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with potential and current commercial customers. Motivation and drive must be exhibited. Interact effectively and communicate with customers via telephone and email. Interact effectively with all Bank employees. Must be bondable. Job Posted by Applicant Pro
community bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Scott Township, Bloomsburg Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers,
actively refers customers to appropriate customer service personnel.7. 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 Bank's compliance with all regulatory requirements, e.
g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative
and interpersonal skills. - Proficient eye-hand coordination. - Ability to operate various office machines.
- Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Scott Township Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
that values respect, where you can #makeyourmark? If so, please read on. This retail floating teller position earns $15.50/hour, or more dependent upon experience. We offer Medical, Dental, Vision, Life Insurance, Paid Time Off (PTO), and 401(k) with Match & Profit Sharing to associates.
Traditions Bank also offers Volunteer Time Off (VTO) to support our associates who are active in their local communities. Visit our careers website for more details about our benefits: www. traditions. bank/careers A DAY IN THE LIFE OF A CLIENT CARE SPECIALIST (TELLER) Traveling throughout our York and Hanover footprint in order to provide assistance to branch locations. Follow Bank policies and procedures,
process customer transactions, such as deposits and withdrawals. Build brand awareness of Traditions Bank and its value proposition by providing exquisite and responsive customer service.
Perform back counter duties as assigned, such as proving the ATM and scanning documents. Answer and screens phone calls, taking ownership of providing basic information and resolving customer problems. Resolve customer complaints in a professional and courteous manner and uses these opportunities to identify additional needs. Handle routine maintenance and other servicing issues. Answer general questions and routine research requests. Remain current on Traditions Bank products and services and their
features and benefits. Listens carefully to customers to understand their financial needs and refers to team sales members as appropriate.
Continually strives to meet organization goals: transaction quality, transaction efficiency, superior customer relations, customer education, teamwork, and creating positive memorable experiences for our customers. Builds brand awareness of Traditions Bank and its Value Proposition by providing exquisite and responsive customer service. Contributes to the team effort by performing other assigned duties as needed. QUALIFICATIONS FOR A CLIENT CARE SPECIALIST High school diploma or equivalent is required. Reliable transportation and ability to be flexible.
Effective communication and outstanding customer relationship skills are required. Ability and desire to interact in a team environment and willingness to contribute to team efforts is essential. Strong attention to detail a must. Requires a high level of tact and integrity due to the regular exposure to confidential data. Willingness to suggest new services to customers is expected. Some retail experience preferred. Must have strong interpersonal skills. Ability to travel in designated geographic regions needed. Working knowledge of Microsoft Office (Outlook, Word, and Excel) as well as core operating systems.
Must be able to lift bags of coins up to 20 lbs. Responsible for understanding the Banks compliance policies as it relates to the specific individual job duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately. The ability to recognize and value the diversity of Traditions Bank associates, customers, and business partners is essential. This Associate demonstrates personal behaviors exemplary of the Core Values of Traditions Bank.
WORK SCHEDULE FOR A CLIENT CARE SPECIALIST (TELLER) This full-time, non-exempt, retail teller position will typically work a 40-hour week. Schedules vary based on branch needs. READY TO JOIN OUR FRIENDLY, CARING TEAM? Apply easily through our careers website: www. traditions. bank/careers Location: 17402
bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a full-time Bank Teller to join our team and work on-site at our Buckhorn Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch; coordinating work within the department, reporting pertinent information to immediate supervisor and responding to inquiries or requests for information.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and process utility bill payments.3. Sell treasurer checks, money orders, and other bank products.4. Accept loan payments, safe deposit
box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers, actively refers customers to appropriate customer service personnel.7.
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 Bank's compliance with all regulatory requirements, e. g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: 1. A minimum of a high school diploma or equivalent; specialized banking education or training.2. Previous banking or other
customer service experience preferred.3. Moderate reading, writing and grammar skills, as well as analytical and math skills.4.
Proficient communicative and interpersonal skills, must be professional and courteous.5. Proficient eye-hand coordination.6. Ability to operate various office machines.7. Ability to lift approximately 50lbs.8. Must have a valid driver's license with reliable transportation. Hours: Monday - Friday, some Saturdays, 37.5 hours per week, based on Buckhorn Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
in consistent calling efforts in order to build new ag lending relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered Complete all required training to understand PB Culture and BRAVO, and demonstrate the PB client conversation model regularly in client and prospect interaction Interviews applicants, gathers and evaluates financial and related data to establish credit worthiness, establishes and re-negotiates credit terms, when necessary.
Continually monitors clients' financial condition and repayment progress. backsses clients' banking and financial needs. Takes appropriate corrective action
and prompt communication with appropriate parties at the Bank to disclose any client performance concerns. Competency in evaluating credit risks and understanding cash flow to quickly identify qualifications of new lending opportunities Meets with clients to discuss new loan requests, loan renewals, and loan modifications.
Completes Loan Analysis Reports (LARs), Modifications (MODs), and Line of Credit Renewals as required. Makes loan presentations to the Senior Loan Officers Committee and/or Board of Directors as required. Represents the bank in community organizations and activities to enhance the bank's image and maintain and enhance a referral network for business development opportunities.
Refers clients requiring specialized products and services to other areas of the bank as appropriate.
Maintains a working knowledge of all Bank products and services to recognize opportunity. Establish working knowledge of Bank's systems to effectively complete client research and input required lending information. Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments. Attend settlements and meet with customers to have documents executed as needed. Responsible for maintaining compliance with all applicable laws and regulations. Recommends modifications to bank lending policies and procedures; ensures that necessary changes are implemented expeditiously.
Updates knowledge and develops professionally on a continuing basis through various training resources. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Performs other duties as assigned. Educational & Other Requirements Bachelor's Degree in agri-business or related field, or equivalent experience.
Minimum of 2-3 years of prior commercial lending experience preferred, or comparable experience in commercial lending portfolio management or credit roles highly preferred. Thorough understanding of Financial Statements, tax returns, and credit approval process. Working knowledge of SBA 7a loans preferred Strong human relations, communication, sales, financial leadership and analytical skills. Strong well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with potential and current commercial customers. Motivation and drive must be exhibited.
Interact effectively and communicate with customers via telephone and email. Interact effectively with all Bank employees. Must be bondable. Job Posted by Applicant Pro
community bank with over $960 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Danville Branch. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with customers, actively refers
customers to appropriate customer service personnel.7. 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 Bank's compliance with all regulatory requirements, e.
g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient communicative and interpersonal
skills. - Proficient eye-hand coordination. - Ability to operate various office machines.
- Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Danville Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
banking relationships. Engage in consistent calling efforts in order to build new commercial relationships for the Bank taking a holistic approach to a client relationships, focusing on both lending needs and all other financial solutions offered Complete all required training to understand PB Culture and BRAVO, and demonstrate the PB client conversation model regularly in client and prospect interaction Interviews applicants, gathers and evaluates financial and related data to establish credit worthiness, establishes and re-negotiates credit terms, when necessary.
Continually monitors clients' financial condition and repayment progress. backsses clients' banking and financial needs.
Takes appropriate corrective action and prompt communication with appropriate parties at the Bank to disclose any client performance concerns. Competency in evaluating credit risks and understanding cash flow to quickly identify qualifications of new lending opportunities Meets with clients to discuss new loan requests, loan renewals, and loan modifications.
Completes Loan Analysis Reports (LARs), Modifications (MODs), and Line of Credit Renewals as required. Makes loan presentations to the Senior Loan Officers Committee and/or Board of Directors as required. Represents the bank in community organizations and activities to enhance the bank's image and maintain and enhance a referral network
for business development opportunities. Refers clients requiring specialized products and services to other areas of the bank as appropriate.
Maintains a working knowledge of all Bank products and services to recognize opportunity. Establish working knowledge of Bank's systems to effectively complete client research and input required lending information. Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments. Attend settlements and meet with customers to have documents executed as needed. Responsible for maintaining compliance with all applicable laws and regulations. Recommends modifications to bank lending policies and procedures; ensures that necessary changes are implemented expeditiously.
Updates knowledge and develops professionally on a continuing basis through various training resources. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Performs other duties as assigned. Business Banking (Small Business) Partner with Financial Centers as well as engage in calling activities to generate a robust pipeline of small business opportunities Engage with credit and settlement functions to ensure timely movement of loans generated to closing Focus on lending relationships up to $1.5MM Build full relationships by partnering with calling partners to provide small businesses with merchant, cash management services, and other needs Working knowledge of SBA 7a loans preferred Educational & Other Requirements Bachelor's Degree in business, finance, related field, or equivalent experience.
Minimum of 2-3 years of prior commercial lending experience preferred, or comparable experience in commercial lending portfolio management or credit roles.
Thorough understanding of Financial Statements, tax returns, and credit approval process. Strong human relations, communication, sales, financial leadership and analytical skills. Strong well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with potential and current commercial customers. Motivation and drive must be exhibited. Interact effectively and communicate with customers via telephone and email. Interact effectively with all Bank employees. Must be bondable. Job Posted by Applicant Pro
independent community bank with over $940 million in assets, 13 locations and 190 employees. We are seeking a part-time Bank Teller to join our team and work on-site at our Benton Branch in Benton, PA. The Bank Teller performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities: 1. Greet and serve customers in a friendly and courteous manner.2. Accept deposits, cash checks and accept utility bill payments.3. Sell treasurer checks, money orders, etc.4. Accept loan payments, safe deposit box rent and other related payments.5. Process night deposits and mail deposits.6. Maintains awareness of new business opportunities with
customers, actively refers customers to appropriate customer service personnel.7. 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 Bank's compliance with all regulatory requirements, e.
g. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc. Requirements: - A minimum of a high school diploma or equivalent; specialized banking education or training. - Previous banking including customer service experience preferred. - Moderate reading, writing and grammar skills, analytical and mathematical skills. - Proficient
communicative and interpersonal skills. - Proficient eye-hand coordination.
- Ability to operate various office machines. - Ability to lift approximately 50lbs. Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Benton Branch Hours. Benefits : A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation. Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests.
The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: 1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business
plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
2) Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the Peoples Bank client conversation model within the first 6 months of assuming this position. 3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This
knowledge will include both personal and business product types.
4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client. 5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: 1) Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management.
The Banking Specialist III associate would serve as the primary new account representative in the financial center. 2) Performs notarial acts as needed per state defined guidelines to support a positive client experience. 3) Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
4) Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. 5) In partnership with the Financial Center Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes. 6) Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.
7) Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Minimum one-year experience of retail banking, performing paying/receiving functions. Minimum one-year experience of retail banking, account opening and sales and service transaction processing. Lending Preferred Working knowledge of new technology products and services. Must be bondable. Job Posted by Applicant Pro
customer service. Responsible for efficiently coordinating administrative tasks behind the Client Care Specialist line and ensuring Client Care Specialists are cross-trained to allow for smooth functioning ongoing as well as in the Client Care Managers absence.
Uses interpersonal and leadership skills to coach and influence the service and sales behaviors of Client Care Specialists in order to meet team goals. Applies Bank policies and procedures to ensure compliance of team members. Operates a window as needed in addition to supervising all Client Care Specialists. Responsible for the branch schedule and schedules branch associates to ensure service quality. Handles customer complaints
in a professional and courteous manner. Identifies obstacles to providing exquisite overall customer experience and resolves or escalates issues. Orients and mentors new Client Care Specialists.
Responsible for identifying and resolving transactional problems (systems related). Serves as back-up to the Personal Banker. Jointly responsible for routine branch administrative duties. Contributes to the team effort by performing risk management and other assigned duties as needed. QUALIFICATIONS High school diploma or GED is required; college level courses or diploma preferred. Three to five years experience in the branches, including teller and platform experience. May be required to secure
and maintain a registration ID number with the Nationwide Mortgage Licensing System.
Should also possess two years of supervisory experience of at least three direct reports. Ability and desire to interact in a team environment and willingness to contribute to team efforts is essential. Requires a high level of tact and integrity due to regular exposure to confidential data. Willingness to suggest new services to customers is expected. Strong attention to detail. Analytical and problem-solving skills required. Demonstrated verbal and written communication skills. Must be able to understand customer transaction needs, be articulate in communicating task.
Proven record of leading sales efforts of a team and personally contributing to sales goals preferred. Effective presentation and influencing skills required. General understanding of Federal and/or State banking regulations. Strong knowledge of Microsoft Office (Outlook, Word, Excel) as well as core operating systems. Responsible for understanding the Banks compliance policies as it relates to the specific individual job duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately.
The ability to recognize and value the diversity of Traditions Bank associates, customers, and business partners is essential. This associate demonstrates personal behaviors exemplary of the Core Values of Traditions Bank.
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