Banking And Financial Services Jobs in Hellertown

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Commercial Banking Officer - Middle Market will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.

• Solicit new business from present and prospective customers
• Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
• Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
• Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
• Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
• Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
• Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
• Approve or reject loan applications within individual lending authority
• Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
• Maintain a working knowledge of bank operating policies and procedures which impact commercial services
• Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
• Provide quality service to internal and external customers
• Demonstrate cooperative efforts in working with other departments and within own department
• Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
• Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
• Communicate with management and staff personnel in order to integrate goals and activities
• Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
• Maintain appropriate records and provide assigned reports.
• Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
• Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• Perform other related duties as assigned or directed

• Ideal candidate should have a minimum five (5) years experience in related positions.
• B.S. or B.A. Degree in a related field preferred
• Specialized banking education and training
• A valid drivers license is required.
• Proficient reading, writing, grammar and mathematic skills
• Proficient interpersonal relationship, communication and sales skills
• Thorough knowledge of the features and benefits of all bank commercial products and services
• Working knowledge of bank operating policies and procedures which impact commercial services
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.

• Solicit new business from present and prospective customers
• Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
• Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
• Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
• Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
• Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
• Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
• Approve or reject loan applications within individual lending authority
• Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
• Maintain a working knowledge of bank operating policies and procedures which impact commercial services
• Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
• Provide quality service to internal and external customers
• Demonstrate cooperative efforts in working with other departments and within own department
• Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
• Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
• Communicate with management and staff personnel in order to integrate goals and activities
• Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
• Maintain appropriate records and provide assigned reports.
• Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
• Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• Perform other related duties as assigned or directed

• Ideal candidate should have a minimum five (5) years experience in related positions.
• B.S. or B.A. Degree in a related field preferred
• Specialized banking education and training
• A valid drivers license is required.
• Proficient reading, writing, grammar and mathematic skills
• Proficient interpersonal relationship, communication and sales skills
• Thorough knowledge of the features and benefits of all bank commercial products and services
• Working knowledge of bank operating policies and procedures which impact commercial services
• All applicants must be 18 years of age or older.

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

As a member of the Customer Service Center Call Center Team, ensure efficient and timely processing of all work assignments into applicable business systems with strict adherence to all established procedures to assist in the attainment of service level goals throughout the CSC.

Responsibilities:

• 
  
  
• Provide accurate and timely resolution to claims customer service inquiries
  
  
• Advise Clients by telephone of status of claims inquiries
  
  
• Coordinate client follow-ups with appropriate claims adjusters
  
  
• Provide support and back up assistance to other areas of CSC as needed
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

* Previous inbound telephonic customer service experience in a call center environment
* Excellent communication and organizational skills
* Ability to problem solve and work independently
* Attention to detail
* Insurance experience, knowledge of medical terminology and working knowledge of PMA Claims Systems a plus.

* M-F 11:45am - 8:00pm EST. Bilingual (Spanish) required. Must be local to Allentown, PA.

Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional service and ensuring that customers get all the help they need on their journeys by inspecting and maintaining equipment. As well as assisting customers, using up-to-date technology to dispatch and return equipment. This position offers on-the-job education.

Our motto is ' Hire Fast, Pay Fast . ' You can start today and get paid today! Schedule two hands-on working interviews and get paid for each. We also offer a $100 hiring bonus! In addition, we offer a $300 cash bonus, paid upon completion of U-Haul Equipment Inspection and Verification through our 1-2-3 Punch Certification Program at retail stores.

U-Haul Offers:

• Career stability
• Opportunities for advancement
• Mindset App Reimbursement
• Gym Reimbursement Program
• Health insurance and Prescription plans, if eligible
• Paid holidays, vacation, and sick days, if eligible
• Life insurance
• MetLaw Legal program
• MetLife auto and home insurance
• Discounts on Apple products, Dell computers, cell phone plans, hotels, and more
• 401(k) Savings Plan
• Employee Stock Ownership Plan (ESOP)
• 24-hour physician available for kids
• Dental and Vision Plans
• Business travel insurance
• You Matter EAP
• LifeLock Identity Theft Protection
• Critical Illness/Group Accident Insurance
• Dave Ramsey's SmartDollar Program

Customer Service Representative Responsibilities:

• Assist customers inside and outside a U-Haul center with U-Haul products and services.
• Use smartphone-based U-Scan technology to manage rentals and inventory.
• Move and hook up U-Haul trucks and trailers.
• Clean and inspect equipment on the lot including checking fluid levels.
• Answer questions and educate customers regarding products and services.
• Prepare rental invoices and accept equipment returned from rental.
• Install hitches and trailer wiring.
• Fill propane (certification offered through U-Haul upon employment)
• Drive a forklift (certification offered through U-Haul upon employment)
• Other duties as assigned
• Participate in ongoing continuous U-Haul education through U-Haul University.

Customer Service Representative Minimum Qualifications:

• Valid driver's license and ability to maintain a good driving record
• High school diploma or equivalent

Work Environment:

The work involves moderate risks or discomforts which require special safety precautions, e.g., working around moving parts or machines, fumes or irritant chemicals. May be required to use protective clothing or gear such as masks, goggles, gloves or shields.

Physical Demands:

The work requires some physical exertion such as long periods of remaining stationary, moving around indoors and outdoors, positioning oneself to reach objects at varying heights and moving equipment weighing a minimum of 50 lbs. assisted or unassisted.

U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (\"U-Haul\"), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products. The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.

U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.

Field Service Technician

Location: Bethlehem, PA (must be commutable)

Travel: U.S., Mexico, Canada, with occasional travel to Europe

Salary: $75,000–$85,000 annually (depending on experience)

We are seeking a hands-on Field Service Technician to support the installation, maintenance, and repair of advanced industrial equipment and production systems. This role is ideal for someone who enjoys travel, troubleshooting complex machinery, and working directly with customers to keep operations running efficiently.

Key Responsibilities

Troubleshoot, repair, install, and maintain specialized industrial equipment

Diagnose mechanical, electrical, pneumatic, and hydraulic issues onsite

Interpret electrical, hydraulic, and pneumatic schematics and blueprints

Work directly with customers to identify problems and ensure successful equipment operation

Monitor equipment performance and perform necessary repairs or adjustments

Required Qualifications

Strong mechanical, electrical, pneumatic, and hydraulic troubleshooting skills

Solid understanding of electrical systems and industrial equipment operation

Ability to read and interpret technical schematics and blueprints

Valid driver’s license and passport with clean driving record

Strong customer service and communication skills

Preferred Experience

Installation and run-off of new industrial equipment

Maintaining safe and organized work environments

Background in automotive, electronics, medical products, or traditional ceramics industries

Why This Role?

If you’re a technically skilled problem solver who enjoys travel and autonomy, this role offers the opportunity to work on complex machinery, build strong customer relationships, and grow a long-term career while traveling internationally.

Interested? Apply or message me directly to learn more.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.

Essential Responsibilities:

• Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude
• Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand direction and adhere to established policies and procedures
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Requirements:

• High School Diploma or GED Required
• All applicants must be 18 years of age or older
• Travel is required to surrounding branches as needed

Skills:

• Basic math and computer skills
• Documentation skills with attention to detail
• Professional and friendly interpersonal and communication skills
• Clear thinking and ability to stay focused
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

• Prior customer service skills preferred

Hours: 25 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Come join Embassy Bank. Voted by best bank in the Valley!!

The BSA/AML &Fraud Officer serves as Embassy Bank’s (the Bank) subject matter expert responsible for the design, implementation, and oversight of the Bank’s BSA/AML, OFAC, USA PATRIOT Act, and fraud prevention programs across deposit, digital, and other banking platforms. This role ensures compliance with applicable laws and regulations, including CIP, KYC, Identity Theft Prevention, Privacy, Red Flags, and fraud mitigation requirements, and supports strategies, policies, and procedures to manage financial crime risk across all delivery channels.

The BSA/AML & Fraud Officer oversees monitoring systems, vendor relationships, regulatory reporting, risk assessments, training, and Board/Audit Committee reporting. The position reports to the First Executive Officer and regularly supports executive leadership.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

• Develop, implement, and maintain an effective BSA/AML, Fraud, OFAC, and USA PATRIOT Act compliance program.
• Administer and enhance transaction monitoring and fraud detection systems, including oversight of third-party vendors and affiliates.
• Oversee and assist with the review and investigation of AML and fraud alerts and activity related to customer accounts, wires, ACH, cash transactions, and other high-risk activity.
• Oversee and assist with the detection, investigation, and response to fraud events, including account takeover and financial crimes.
• Provide governance and oversight of fraud tools; ensure alignment with Regulations.
• Oversee and assist with customer due diligence (CDD) and enhanced due diligence (EDD) for higher-risk customers.
• Oversee and review Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs) in accordance with regulatory requirements.
• Investigate and respond to 314 (a) and 314 (b) requests in a timely manner.
• Perform compliance testing and monitoring of BSA/AML, Fraud, and OFAC programs, including third-party vendors.
• Conduct enterprise-wide BSA/AML, OFAC risk assessments, and other assessments as deemed necessary, at least annually, incorporating deposit, digital, and other electronic products/services, transaction flows, and fraud exposure.
• Coordinates and leads bank wide Fraud Task Force meetings.
• Serve as the primary liaison for regulatory examinations and audits; manage corrective actions and remediation.
• Coordinate with law enforcement and external agencies as required, including response to criminal subpoenas, etc.
• Coordinate with outside compliance vendors to develop and deliver BSA/AML and fraud training for employees and the Board; provide regular Board and /or Audit committee reporting on compliance and fraud trends, including fraud losses.
• Develop and deliver customized fraud training for retail and business customers, as well as community groups.
• Stay current on regulatory developments and industry best practices.
• Ensure team has appropriate training and access to necessary tools.
• Determine staffing and budget needs.
• Oversee team and conduct annual employee assessments.
• Perform other duties as assigned.

Education and Experience:

• Bachelor’s degree or equivalent is preferred.
• Five (5+) years of experience in BSA/AML, Fraud, and OFAC compliance; and Fraud detection experience required.
• Experience with transaction-level AML and fraud monitoring.
• Advanced knowledge of BSA/AML, OFAC,USA PATRIOT Act, KYC/CIP, and FFIEC/FinCEN guidance, Right to Financial privacy and Reg GG.
• CAMS required, and other relevant AML/fraud certifications preferred.
• Strong analytical, organizational, and communication skills.
• Proven ability to manage sensitive information with discretion and integrity.
• Ability to operate effectively in a fast-paced, growing organization.
• Proficiency with Microsoft Office, Verafin AML/fraud platforms, and preferably experience with Fiserv DNA core solutions, LexisNexis, etc.).
• Attend quarterly officers’ meetings, after hours and off site.
• Attend monthly bank wide team meetings at 7:15 am.

Physical Requirements:

• Ability to lift and carry up to 25 lbs.
• Long periods of sitting.

Embassy Bank offers a competitive salary along with the following benefits:

• 401(k) and Profit Sharing
• Health Insurance
• Dental Coverage Plan
• Vision Coverage Plan
• Disability Insurance
• Life Insurance
• Paid Time Off(PTO) and sick time

Work location and Hours:

• Full-time, On-Site, Not Remote
• Main Office- Bethlehem, PA Northampton County
• Monday through Friday
• On call after 5pm on Fridays and some Saturdays
• Salaried - Commensurate with education and experience

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsible for identifying, developing, and securing new commercial banking relationships as well as for building the Community Bank brand and enhancing its reputation within the Lehigh Valley, Pennsylvania. This role focuses on driving revenue growth through strategic client acquisition and market expansion. Additionally, the Commercial Market Executive will assist as needed with building relationships in the government sector and will at all times be an actively engaged member of the local community.

Key Responsibilities:

Leadership & Team Management:

• Lead, mentor, and develop a team of relationship managers and support staff to achieve performance goals.
• Set clear objectives, provide ongoing coaching, and foster professional development to ensure team success.
• Promote a collaborative, high-performance culture with a focus on client satisfaction and revenue growth.
• Conduct regular performance evaluations and ensure compliance with company policies and regulatory standards.

Client Acquisition & Relationship Building:

• With direction from the Regional President and local commercial banking team, identify and pursue new business opportunities within the commercial banking sector.
• Develop and maintain strong relationships with business owners, CFOs, and other key decision-makers.
• Together with the local team, conduct client meetings, presentations, and financial needs assessments.
• Together with the local team, resolve complex client issues and ensure high satisfaction levels.
• Market Intelligence and Strategic Sales Execution:
• Together with the Regional President and local leadership team, develop and execute regional business strategies aligned with corporate goals in order to grow the Bank's commercial loan portfolio and deposit base within the Lehigh Valley market.
• Collaborate with relationship managers and product specialists to structure and deliver customized solutions.
• Together with the local team, maintain a robust pipeline of qualified prospects and track progress.
• Monitor industry trends, competitor activity, and regional economic conditions.
• Identify market opportunities and lead regional expansion initiatives.

Community Involvement:

• Enhance the Bank's visibility and reputation through community engagement and marketing.
• Represent the company in regional business and community events and networking opportunities.
• Foster a positive impact on the community through engagement and leadership, including actively participating in community service and volunteer activities and serving on local boards and committees.
• Assistance with Government Sector Relationships:
• Support efforts to establish and strengthen relationships with local government entities, agencies, public service organizations, and schools.
• Collaborate with internal teams to address the needs of municipal clients and prospects.
• Stay informed about government policies and initiatives that may impact the Bank.

Collaboration & Teamwork:

• Support cross-sell initiatives across business lines including treasury management, lending, and capital markets.

• Bachelor's degree (MBA preferred).
• 10+ years of experience in commercial banking, financial services, economic development, government, or a related field.
• Working knowledge of commercial lending and financial analysis.
• Strong networking and relationship-building skills.
• Excellent communication, negotiation, and presentation skills.
• Commitment to community service and involvement.
• All applicants must be 18 years of age or older.

Preferred Skills:

• Leadership and team development
• Experience interfacing with Lehigh Valley based middle-market or large corporate clients; local government, municipal organizations, and schools; and local not-for-profit organizations.
• Basic familiarity with Excel, Microsoft word, and AI tools (e.g., ChatGPT).

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

• Bachelor's degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

• Conduct tax interviews with clients face to face and through virtual tools video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• All certification levels can provide tax notice services
• Circular 230 associates can provide audit representation
• Mentor and support teammates
• Successful completion of the H&R Block Tax Knowledge Assessment*
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environment
• Comfort working with virtual tools video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet IRS and applicable state requirements
• High school diploma / equivalent or higher

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

Check out all available benefits at Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you're looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Sponsored Job #37722