Location: East Petersburg, PA
Company: Disability Solutions
our Overview Position is hybrid following training. Rotating weeks in-office and remote. In office weeks are located at our Administrative Service Center in East Petersburg, Pa. (near Lancaster)Hours are 8:00-4:30 Monday - Friday. Occasional need to work until 5:00.
Completes limited review of loan documentation to ensure compliance with banking laws, regulations and policies, rejecting those that do not comply. Determines applicable system coding based on a review of loan documentation. Enters new loans and processes modifications in the automated loan accounting system. Responsibilities At new loan time, analyzes loan documents and application system to determine applicable core system
coding. Performs escrow processing including setup, and maintenance. Build adjustable rate data and participation records if applicable. Processes system changes for modifications and index rate changes.
Place orders for line of credit checks. Converts prospective customers and loan accounts to an active status in Dynamic Customer Insight. Prepares loan files and recorded collateral documents for scanning and retention. Creates new loan files and mails collateral to various local and state recording offices to protect the Bank's interest. Provides copies of insurance and tax tracking information to vendors for life of loan tracking. Enters data onto the computerized loan accounting system
for life of loan servicing. Prepares and processes general ledger entries in conjunction with new loans and FASB9.
Communicates with other departments to resolve questions or issues concerning documentation or system coding. Researches booking errors as identified by second review and makes corrections by performing maintenance transactions. Reviews system reports and notices to process changes required on adjustable rate loans, regulatory coding changes, and payment changes. Qualifications Education High School Diploma or equivalent. (Required)This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
to tellers to ensure that effective service, operations, and support of office sales initiatives exist within the office. ESSENTIAL FUNCTIONS: Have consistent, holistic financial wellness conversations utilizing the CARE (Connect, Ask, Recommend, Expand) Best practices Achieve or exceed overall sales performance goals for the office team via achieving referral goals and looking for opportunities Make outbound calls, work lead lists, and make referrals Resolve customer / client issues and concerns Provide the best customer experience possible by being courteous and efficient to all customers, in person or over the telephone Ensure the efficient use of teller staffing through scheduling Ensure
the office audits completed are satisfactory with corrective actions implemented as needed Ensure the office cash limits are being utilized and maintained, security procedures are followed, and compliance training (e-learning) is completed by the teller team while ensuring the office is operating smoothly and efficiently Serve as the teller team's primary resource for questions and support while communicating Northwest initiatives and operations updates with the tellers Participate in regular office meetings as well as attend regularly scheduled operations meetings Supervise and guide the office's success of operations and audit Participate in the hiring process for the teller team and completing
annual performance reviews Coach and mentor employees as directed on sales and customer experience Cross train on additional responsibilities such as new account processing Complete educational training as assigned Demonstrate knowledge of Northwest products and services Assigned an elevated drawer limit, check signing authority, supervisor authority through CARE, and an increased authority level in STARResponsible for scheduling teller staff, weekly cash ordering and shipments, and completing Audit Certification requirements Demonstrate in-depth knowledge of all office systems including, but not limited to ECR, ED, and Coin Machine, procedures and maintenance Process weekly ATM balancing and ATM maintenance functions Conduct outbound business calls/referrals on a regular basis Work evening hours and weekends as scheduled, assigned, or necessary Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest's strategic plans Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters Knowledge of all job related operating systems and Northwest products and services QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: High School Diploma or Equivalent preferred Work Experience: More than 7 years Customer Service Experience preferred More than 7 years Cash Handling Experience preferred More than 7 years Banking and/or Retail Experience preferred Supervisory Experience preferred #LI-RM1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
greeting members, opening accounts, cross-selling, developing member relationships, servicing accounts, cashing checks, withdrawals, deposits, and loan payments. The Universal Banker investigates and resolves account issues or inquiries and promotes products and services by referring current or prospective members to other departments within the organization.
The position has two scheduling options: Monday 10:00 am - 3:00 pm; Wednesday through Friday 10:00 am - 4:00 pm; Saturday 9:00 am - 12:00 pm Benefits: Paid time off 401k Plan Travel reimbursement · High school diploma or GED required · Retail banking experience required · Must be willing to travel to all branches · Must be willing
to work in the MSC Call Center · Professional, well-developed interpersonal skills essential for servicing Credit Union members and projecting a positive image as a credit union representative.
· Excellent written and verbal skills · Ability to prioritize and manage multi-functional tasks. · Bilingual (English & Spanish) skills are a plus but not required People First provides equal employment opportunity to all employees and applicants for employment. People First prohibits discrimination and harassment based on race, color, religion, age, interaction, national origin, disability status, genetics, protected veteran status, interactionual orientation, or any other characteristic protected by federal, state, or local laws. PId0f94734c2cc-26276-33512740For more details: jobs-search.
org/part_allentown-c445985/part-time-universal-banker-allentown_i1983913646
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about the career areas and business divisions at . In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products,
services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or
taking an application for a dwelling secured transaction As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org ) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 4825 Route 309 Schnecksville, PA 18078 Posting End Date: 25 Dec 2023 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9a9f3ebd-65bb-429a-b81d-b3ea5e718b6a
