Location: Shrewsbury, PA
Company: Peoplesbank
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
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
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
