✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in United States

1,964 positions found — Page 2

Junior Collector
✦ New
Salary not disclosed
Huntington Beach, CA 8 hours ago
Direct Hire Opportunity! 

A growing healthcare organization is seeking an experienced Junior Collector to join their Revenue Cycle team in Irvine. This role focuses on insurance A/R follow-up, working aged accounts, and supporting collectors with appeals and documentation. The ideal candidate is detail-oriented, collaborative, and experienced in payer-focused collections.
Enjoy a supportive team environment with regular celebrations, plus provided lunches and snacks.

Pay Rate: $23.00-$29.00/hr. 
Shift: Monday – Friday / 7:00AM – 4:00PM
City: Irvine, CA

Junior Collector Job Requirements:
  • Minimum 1+ year of experience in medical billing, A/R follow-up, or revenue cycle management

  • Strong understanding of EOBs, denial codes, and payer guidelines (HMO, PPO, Medi-Medi)

  • Experience with insurance collections (payer-focused, not patient collections)

  • Excellent communication and teamwork skills

  • Strong attention to detail and time management

Referral Bonus:
  • Referrals really pay off! Do you know of someone in healthcare looking for work? Refer them to MediQuest and earn up to $500 per referral depending on the type of position they accept!
  • No limit to the number of referrals you provide, or the amount of money you can earn! Anyone can earn a referral bonus, not just MediQuest Candidates!
  • Restrictions apply, please contact your local MediQuest Representative for more details.


Reference Job# 311422

PandoLogic. Keywords: Collection Specialist, Location: Huntington Beach, CA - 92605
permanent
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AP Analyst
✦ New
Salary not disclosed
Monterey Park, CA 8 hours ago

Accounts Payable Specialist

Temporary – Up to 6 Months but could extend

Schedule: Fully onsite

Pay $27 to $30 per hour

 

We’re seeking an experienced Accounts Payable Specialist for a temporary assignment with a well-established company and stable company.

 

Key Responsibilities for the Accounts Payable Specialist:

  • Match and reconcile invoices and statements for pricing, quantities, freight, and discounts
  • Process journal entries, purchase orders, and vouchers accurately
  • Research and resolve vendor inquiries and discrepancies
  • Process checks for all company subsidiaries in a timely manner
  • Support month-end and year-end close activities, including sales/use tax and 1099 reporting
  • Maintain vendor information and company address book accuracy

 

Qualifications for the Accounts Payable Specialist:

  • Minimum 3 years of Accounts Payable experience
  • Strong Excel skills (VLOOKUP, pivot tables required)
  • JD Edwards experience preferred
  • Excellent attention to detail and ability to handle multiple priorities
  • Strong AP audit background

 

If you’re a detail-oriented AP professional looking for your next opportunity, we’d like to hear from you. Apply today.

PandoLogic. Keywords: Accounts Payable / Receivable Analyst, Location: Monterey Park, CA - 91756
permanent
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Life Underwriting Sr Specialist - Remote
✦ New
Salary not disclosed
Hartford, CT, Remote 8 hours ago

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

  • PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

    PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

  • ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

  • Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

  • Responsible for prescreen inquiries.

Underwriting

  • Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

  • Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

  • Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

  • Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

  • Develops proficiency with Reinsurance programs and determining where to best place a case.

  • Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

  • Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

  • Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

  • Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

  • Discusses cases with peer reviewers with medical and technical staff, as needed. ​

  • Understands and meets all quality, service, and production goals​.

  • Solves issues & escalations, with guidance as needed. ​

  • Partners with Underwriting Support for case management

Cross-functional leadership

  • May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

  • A bachelor's degree or equivalent combination of education and experience is preferred.

  • 1.5 years of traditional underwriting experience.

  • Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

  • Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

  • Proficient in computer skills and using various software packages.

  • Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

  • Highly organized with the ability to establish priorities and meet deadlines.

  • Displays agility to manage multiple tasks​ and adapt in a changing work environment.

  • #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

$61,530.00

Pay Range - End:

$114,270.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Keywords: Financial Broker, Location: Hartford, CT - 06123
Remote working/work at home options are available for this role.
permanent
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Talent Acquisition Compliance Senior Specialist
✦ New
$30.62 - 45.96
Marysville, OH 8 hours ago

What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it’s a joyful one.  We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success.  We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”

We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.

If your goals and values align with Honda’s, we want you to join our team to Bring the Future!

Job Purpose: 
The Talent Acquisition Compliance Sr. Specialist ensures recruiting and hiring activities comply with employment and immigration laws, internal policies, and audit standards. This role monitors compliance controls, maintains accurate documentation, and identifies risks or process gaps across the Talent Acquisition lifecycle. As a trusted partner to Talent Acquisition, HR, and Compliance teams, the specialist promotes consistent, equitable, and compliant hiring practices. This position serves as a subject matter expert within I-9 hiring compliance, exercising broad independent judgment, providing strategic oversight, influencing policy and process design, and supporting enterprise risk mitigation efforts. 
Key Accountabilities:
•    Talent Acquisition Compliance
o    Oversee governance and monitor recruiting and hiring activities for compliance with federal, state, and local employment regulations (e.g., EEO, OFCCP, I 9, background screening, data privacy) acting as the SME for I-9 hiring compliance
o    Apply established compliance controls and identify deviations, trends, or potential risks
o    Partner with TA and HR stakeholders to address compliance findings and drive effective counter measures
o    Interpret policies and procedures to ensure consistent application across hiring practices
•    Audits & Regulatory Readiness
o    Maintain audit ready hiring and recruitment documentation ready hiring and recruitment documentation
o    Prepare and validate data, records, and reports for internal and external audits
o    Track audit findings and corrective actions to completion
o    Ensure record retention and documentation standards are consistently met
•    Process Ownership & Improvement
o    Maintain standardized TA compliance processes and documentation
o    Own and identify opportunities to improve efficiency, accuracy, and compliance within hiring workflows
o    Document procedures, controls, and process updates to support operational consistency
o    Participate in compliance driven projects and initiatives within Talent Acquisition driven projects and initiatives within Talent Acquisition
•    Reporting & Data Integrity
o    Produce and review compliance related reports from applicant tracking and HR systems related reports from applicant tracking and HR systems
o    Monitor data accuracy and resolve discrepancies impacting compliance reporting
o    Analyze recurring issues or trends and recommend preventive actions
•    Communication & Guidance
o    Serve as a point of contact for routine TA compliance questions
o    Communicate policy updates and compliance expectations to recruiting partners
o    Contribute to training materials, job aids, and compliance resources as needed

Qualifications, Experience, and Skills:
•    Bachelor’s degree in Human Resources, Business Administration, Legal Studies, or a related field (or equivalent experience)
•    Minimum of 3 years of experience in HR, Talent Acquisition, Compliance, or a related professional role with experience of employment law
•    Foundational knowledge of employment laws and compliance principles
•    Strong attention to detail and ability to manage sensitive, confidential information within HR Systems

Working Conditions:
•    Ability to work in a fast-paced environment 
•    Open office environment
•    Local travel 5%

What differentiates Honda and make us an employer of choice?

Total Rewards:

  • Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
  • Paid Overtime
  • Regional Bonus (when applicable)
  • Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) 
  • Paid time off, including vacation, holidays, shutdown
  • Company Paid Short-Term and Long-Term Disability 
  • 401K Plan with company match + additional contribution
  • Relocation assistance (if eligible)

Career Growth:

  • Advancement Opportunities
  • Career Mobility  
  • Education Reimbursement for Continued Learning
  • Training and Development programs 

Additional Offerings:

  • Tuition Assistance & Student Loan Repayment
  • Lifestyle Account
  • Childcare Reimbursement Account
  • Elder Care Support
  • Wellbeing Program
  • Community Service and Engagement Programs
  • Product Programs

 

 

Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

permanent
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Courier and Logistics Professional (Hiring Immediately)
✦ New
Salary not disclosed
Bloomington, IL 8 hours ago

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
  • Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
  • Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
  • Quick and easy start:Sign up in minutes and get on the road fast.**
  • Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

  • 18+ years old*** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Sign Up

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

temporary
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On-demand Food Delivery Professional (Hiring Immediately)
✦ New
🏢 Doordash
Salary not disclosed
Fort Lauderdale, FL 8 hours ago

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
  • Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
  • Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
  • Quick and easy start:Sign up in minutes and get on the road fast.**
  • Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

  • 18+ years old*** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Sign Up

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

temporary
View & Apply
Food Delivery Professional (Hiring Immediately)
✦ New
🏢 Doordash
Salary not disclosed
Tucson, AZ 8 hours ago

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
  • Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
  • Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
  • Quick and easy start:Sign up in minutes and get on the road fast.**
  • Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

  • 18+ years old*** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Sign Up

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

temporary
View & Apply
RN CV Prep Recovery Cath Lab
✦ New
Salary not disclosed
Olathe, KS 8 hours ago
Introduction

Research Medical Center is committed to investing in the latest technology enabling nurses to work more efficiently.Are you passionate about delivering patient-centered care?Submit your application for RN CV Prep Recovery position and spend more time at the bedside with the patient.

Benefits

Research Medical Center, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:

- Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
- Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
- Free counseling services and resources for emotional, physical and financial wellbeing

- 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)

- Employee Stock Purchase Plan with 10% off HCA Healthcare stock

- Family support through fertility and family building benefits with Progyny and adoption assistance.

- Referral services for child, elder and pet care, home and auto repair, event planning and more

- Consumer discounts through Abenity and Consumer Discounts

- Retirement readiness, rollover assistance services and preferred banking partnerships

- Education assistance (tuition, student loan, certification support, dependent scholarships)

- Colleague recognition program

- Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)

- Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.

Learn more about Employee Benefits

Note: Eligibility for benefits may vary by location.

You contribute to our success let us contribute to yours! Whether you choose to focus on bedside care, a leadership or C-suite role, shape business and operational outcomes, or work to deliver clinical excellence behind the scenes in data science, case management or transfer centers. Unlock your potential at Research Medical Center!

Job Summary and Qualifications

Under the general supervision of the Cardiovascular Services Director, Manager and CV Prep and Recovery Supervisor, the RN provides direct patient care to the adult patient population. Prepares patient for and recovers patient after cardiovascular and electrophysiology procedures performed in the CV Lab, administers medications and performs procedural documentation for all patients while in the CV Prep and Recovery unit, administers conscious sedation to patients undergoing transesophageal echo procedures and monitors patients undergoing cardiac stress tests, tilt table tests and cardioversions. Addresses the psychosocial, physical and general aspects of care related to the procedure preparation and recovery environment. Communicates with the physician and patient family as needed about patient condition. Assists with the maintenance of equipment and inventory. Participates in departmental performance improvement and continuous quality improvement (CQI) activities.

What qualifications you will need:

- Advanced Cardiac Life Spt must be obtained within 6 months of employment start date
- Basic Cardiac Life Support must be obtained within 30 days of employment start date
- (RN) Registered Nurse
- Registered Nurse Diploma, or Associate Degree, or Bachelors Degree

Research Medical Center is a 585+ bed hospital. Our hospital offers an array of medical and health clinic services. This includes women's services offering obstetrics and fertility, an emergency room, and a trauma center. We offer a Stroke Center, a walk-in clinic, and orthopedics across three Kansas City locations. Our specialty care areas include a Chest Pain Center, Level I Trauma Center, Breast Care Center, Cardiovascular Rehabilitation Programs, and Primary Stroke Center. We are one of 10 HCA Midwest Health hospitals in Kansas City and surrounding areas

Research Psychiatric Center is a 95+ bed facility. We offer acute inpatient, day treatment, and community-based outpatient behavioral healthcare. We treat adolescents, adults, and senior adults for emotional disorders, mental illness, and substance abuse. Our professional staff includes psychiatrists, psychologists, social workers, and licensed professional counselors. We are committed to delivering our patients skilled compassionate care regardless of age or circumstance.

HCA Healthcare has been recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.

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Join a family that cares about every stage in your career! We are interviewing candidates for our RN CV Prep Recovery opening.Apply today and a member of our Talent Acquisition team will reach out.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Not Specified
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Mortgage Originator (Regional Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 8 hours ago
Description

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.


Supervisory Responsibilities:

No direct reports


Essential Functions:

  • Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
  • Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
  • Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
  • Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
  • Negotiate terms and conditions of real estate loans with borrowers.




Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Must meet loan originator standards under the Truth in Lending Act.
  • Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
  • Ability to pass FBI background check.
  • Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
  • Strong sales skills.
  • Ability to function well in a high volume, fast paced environment.
  • Ability to work through member situations and provide effective and accurate resolutions.
  • Strong organizational skills and attention to detail.
  • Proven ability to meet deadlines.
  • Proficient with Microsoft Office Suite and mortgage origination systems.
  • Ability to travel.
  • Ability to network with realtors if the opportunity presents itself.
  • Ability to participate in member educational activities.
  • Knowledge and understanding of different loan types and products.


Education / Experience:

  • Bachelor's degree in business administration or related discipline or equivalent experience.
  • Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
  • Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
  • Experience in using an automated loan origination systems including automated underwriting platforms.
  • Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
  • Experience with government programs such as FHA/VA is a plus.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
Not Specified
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CNB Bank, Community Office Manager
✦ New
Salary not disclosed
Saint Marys, PA 8 hours ago

Description

Office managers are role models who exemplify our organization's core values. They lead and develop their team to achieve performance goals while providing outstanding, personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Monitor branch performance metrics and implement strategies to meet goals.
  • Drive and grow the office's loan and deposit portfolios through proactive client relationship management, business development, and community engagement.
  • Manage the office's daily operations, including cash flow, reporting, account management and security procedures.
  • Ensure customer satisfaction by addressing customer inquiries, resolving issues, and improving service processes.
  • Lead the branch team while promoting employee development, assist with employee recruitment, scheduling and performance evaluations.
  • Focus on driving strategic growth through innovative business development initiatives and strong client relationship management.


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect- Treat colleagues, clients and community members with dignity and fairness. Maintain courteous interactions even during challenging situations.
  • Client Focus- Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
  • Inclusion- Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, empower staff and maintain the vision that aligns with the bank's mission.
  • Integrity-Uphold ethical standards and honesty in all actions and decisions.
  • Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
  • Volunteerism- Engage in community outreach and corporate social initiatives


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
  • Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
  • Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.


SUPERVISORY RESPONSIBILITIES (if applicable)


Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Community Office Manager II/Officer- Proactively prospects and grows Business Banking relationships through outreach and call preparation by gathering all appropriate information needed. Maintains a strong pipeline of prospects through proactive business calling. Ask questions to understand the needs/goals of the business to make appropriate recommendations while looking for opportunities to bring in partners to help strengthen the business's relationship with the bank. Builds the bank's presence in the community.
  • Community Office Manager, AVP- Including the above plus independently processes all Business Banking loan requests up to $250,000. Has the capacity to review and understand financial statements, providing an appropriate analysis of business performance.
  • Community Office Manager, VP- Including the above and focuses on high level strategy, financial performance, and risk management.


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

Not Specified
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Financial Analyst - Reinsurance - Blue Bell, PA
✦ New
Salary not disclosed
Blue Bell, PA 8 hours ago
Back Financial Analyst - Reinsurance #4693 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:

Job Description





  • Preparation of various general ledger journal entries.





  • Prepare monthly reconciliations for accounts receivable.

  • Prepare monthly or quarterly reconciliations for various other balance sheet accounts.

  • Completion of cash collection schedules for all business written.

  • Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.

  • Assist in the calculation and reporting of liability treaty reinsurance amounts.

  • Process Concur payments for various Reinsurers.

  • Prepare Ad-hoc reports in excel as needed.

  • Prepare other reconciliations as assigned.

  • Providing additional support with special projects or Audit requests.

  • 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.

Requirements:


  • Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.

  • Minimum of one year experience in accounting/finance or related field.

  • Strong verbal and written communication skills.

  • Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.

  • Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.

  • Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

Not Specified
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Compliance Officer(Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 8 hours ago
Description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.


Supervisory Responsibilities:

No direct reports.


Essential Functions:

  • Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
  • Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
  • Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
  • Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
  • Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
  • Coordinate, test and update the Credit Union's business continuity plan.





Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Advanced research, analytical and problem-solving skills.
  • Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
  • Ability to travel.


Education / Experience:

  • Bachelor's degree in business, related discipline, or equivalent experience.
  • Four plus years of compliance experience in the financial industry.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
Not Specified
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CNB Bank, Commercial Relationship Manager
✦ New
🏢 CNB Bank
Salary not disclosed
State College, PA 8 hours ago

Description

The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES


Client Relationship Management

  • Serve as the primary point of contact for a portfolio of commercial clients.
  • Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
  • Conduct regular client reviews to assess financial needs and satisfaction.

Credit and Lending

  • Analyze financial statements and assess creditworthiness of clients.
  • Structure and negotiate commercial loans and credit facilities.
  • Work with credit analyst to assist with the underwriting of credit proposal.
  • Approves loans within specified limits or present loans to loan committee for approval.


Portfolio Management

  • Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
  • Identify and mitigate potential risks within the portfolio.
  • Ensure compliance with internal policies and regulatory requirements.


Business Development

  • Identify and pursue new business opportunities through networking, referrals, and market research.
  • Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
  • Collaborate with product specialists to deliver comprehensive financial solutions.


Internal Collaboration

  • Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
  • Participate in team meetings.
  • Ensures loan documents are complete and accurate according to policy.


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect - Demonstrate that the feelings and rights of others are valued
  • Client Focus - The relationships built with customers/co-workers are top priority.
  • Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
  • Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
  • Collaboration - Work with others to produce or create excellence.
  • Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability - Maintain personal responsibility
  • Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
  • Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.


POSITION LEVEL(S) EXPECTATIONS


Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:

  • Track record of business development and client acquisition
  • Level of understanding of financial statements and risk assessment
  • Familiarity with regulatory requirements and compliance standards
  • Portfolio management
  • Client relationship development
  • Level of experience with structuring and negotiating loan terms


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

Not Specified
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Business Banking Specialist
✦ New
Salary not disclosed
Minneapolis, MN 8 hours ago
Description

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.


Together, we can do more for your future...


At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.


We offer:



  • Competitive base compensation with additional performance-based annual earning potential
  • Career growth potential built into every role
  • 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  • No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  • Paid Time Off, Paid Holidays and Paid Volunteer Time
  • Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  • Dental Insurance with significant premium contribution by ANB*
  • Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  • Tuition Reimbursement*
  • Gym Membership Reimbursement*
  • Discounts on Banking and Financial needs

*Eligibility Criteria Apply


Job summary


The Business Banking Specialist maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash management, and services new and existing customers in a manner consistent with the sales, service, and operational goals of the bank. The Business Banking Specialist support the commercial banking team by preparing commercial loan documents, loan closings, and providing superior customer service.


Schedule: 40 hours per week, Monday through Friday 8:00am-5:00pm


Essential Job Duties & Responsibilities



  • Prepares and processes commercial loan documents for Commercial Bankers in preparation for loan closing and forwards file to the Loan Operations Department.
  • Performs special projects as assigned such as business development reports, loan status reports, loan quality control reports/monitoring, and/or risk based capital reports.
  • Preparation of various documents including subordination agreements, modification agreements, extension agreements and deeds of reconveyance.
  • Answers customer inquiries regarding balances, payoffs, collateral, etc. Maintains thorough working knowledge of the products and services, including cash management designed for business & non-profit clients, bank/branch goals, policies, and operating procedures, as well as all current promotions.
  • Originates consumer and small business loans for business clients. Processes advances on loans and manages loan activity.
  • Interviews clients and sets up products and services specifically designed to meet the needs of the business and non-profit customers. Calls on existing customers to develop new and/or additional business and to protect and strengthen existing profitable customer relationships. Opens commercial, non-profit and personal deposit accounts, to include preparing signature cards, corporate resolutions and account documentation.
  • Review daily overdraft report and work with Lender to decision whether to pay or decline check.
  • Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
  • Other duties as assigned.

Experience and Education



  • 2+ years in banking experience, preferably commercial lending, lending administration or as a Personal Banker.
  • High school graduate or equivalent.
  • Possess knowledge of lending and bank operations.
  • Ability to communicate both oral and written in a courteous and professional manner.
  • Strong attention to detail with the ability to compare data from two sources and locate discrepancies.
  • Ability to work with minimal supervision.


The expected starting range for this role is $23.00-$40.38 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.


Not Specified
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CNB Bank, Retirement Administrator
✦ New
🏢 CNB Bank
Salary not disclosed
Clearfield, PA 8 hours ago

Description

Retirement Administrator is responsible for the oversight of Individual Retirement Accounts (IRA's) and Health Savings Accounts (HSA's) with regards to regulatory reporting, regulatory updates and daily management of the accounts. Responsible for the management of retirement staff (IRA Representatives, Specialists and Leads) to ensure all tasks are completed accurately, timely and within regulatory requirements for auditing.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Ensure all IRS Regulations are adhered to for IRA's and HSA's that are offered by CNB Bank and its family of banks.
  • Oversight of all regulatory reporting for tax and withholding purposes to ensure CNB Bank compliance
  • Management and training of all Retirement staff
  • Ensure all training of IRA's and HSA's is coordinated with the Learning & Development team.
  • Drive strategic goals for grow and shareholder value

ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect: Speak with others with kindness, empathy and fairness
  • Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
  • Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership: Demonstrate ability to positively influence others to achieve
  • Integrity: Demonstrate ethical judgement and accountability, fostering trust within the team and with our customers
  • Collaboration: A mindset that values shared success over individual recognition
  • Volunteerism: A recognized and visible presence in serving our communities


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability: Personal responsibility for assigned areas and actions
  • Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges.
  • Professionalism: Reflects skill, good judgement, and positive conduct


SUPERVISORY RESPONSIBILITIES (if applicable)


Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.

  • Oversees Retirement Services
  • Support to all front-line staff and support areas
  • Development and succession planning for Retirement Services personnel


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Retirement Administrator Officer
  • Depending on years of experience and education
  • AVP Retirement Administrator
  • Depending on years of experience, education and certifications


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. Experience of 2 - 5 years in supporting or managing of retirement portfolio. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, retirement system, statement processing system, IRS reporting and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG


Not Specified
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Temporary Universal Banker I
✦ New
Salary not disclosed
Dubuque, IA 8 hours ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.

In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.

As a Universal Banker I, you will:

Customer Experience & Relationship Building:


  • Provide welcoming and professional service across inperson, phone, and digital channels.
  • Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  • Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  • Build trust by following through on requests and ensuring customers feel valued.
  • Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.


Teller Operations & Cash Management:


  • Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  • Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  • Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.


Customer Referrals & Product Education:


  • Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  • Educate customers on digital tools such as mobile banking, online banking, and estatements.
  • Support achievement of branch sales and referral goals through disciplined engagement and followup.


Problem Resolution & Support:


  • Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  • Escalate more complex servicing matters to Personal Bankers or leadership.


Operational Excellence, Risk & Compliance:


  • Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  • Protect customer data, ensure confidentiality, and follow documentation procedures.
  • Maintain auditready accuracy in all teller work and branch support tasks.


Team Collaboration & Community Engagement:


  • Participate in daily huddles and collaborate with team members to meet branch goals.
  • Support community outreach efforts and represent Nicolet in local engagement activities.
  • Assist with branch operations needs such as supplies, scheduling coverage, or special projects.


General:


  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • High school diploma or equivalent required.
  • 1+ years of cashhandling and customerservice experience required.
  • Prior banking or retail financialservices experience preferred.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
temporary
View & Apply
Universal Banker I - Full-Time
✦ New
🏢 Nicolet National Bank
Salary not disclosed
Iowa City, IA 8 hours ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.

In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.

As a Universal Banker I, you will:

Customer Experience & Relationship Building:


  • Provide welcoming and professional service across inperson, phone, and digital channels.
  • Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  • Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  • Build trust by following through on requests and ensuring customers feel valued.
  • Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.


Teller Operations & Cash Management:


  • Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  • Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  • Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.


Customer Referrals & Product Education:


  • Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  • Educate customers on digital tools such as mobile banking, online banking, and estatements.
  • Support achievement of branch sales and referral goals through disciplined engagement and followup.


Problem Resolution & Support:


  • Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  • Escalate more complex servicing matters to Personal Bankers or leadership.


Operational Excellence, Risk & Compliance:


  • Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  • Protect customer data, ensure confidentiality, and follow documentation procedures.
  • Maintain auditready accuracy in all teller work and branch support tasks.


Team Collaboration & Community Engagement:


  • Participate in daily huddles and collaborate with team members to meet branch goals.
  • Support community outreach efforts and represent Nicolet in local engagement activities.
  • Assist with branch operations needs such as supplies, scheduling coverage, or special projects.


General:


  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.


Qualifications:


  • High school diploma or equivalent required.
  • 1+ years of cashhandling and customerservice experience required.
  • Prior banking or retail financialservices experience preferred.


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
permanent
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Digital Banking Internship
✦ New
Salary not disclosed
Tampa, FL 8 hours ago

We are changing FINANCE to finance CHANGE!


Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.


We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.


We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!


Come join our Digital Branch as a Digital Banking Intern and take your career to a level unattainable in a traditional bank environment!

This position is primarily remote within the State of Florida. Please send a resume to apply.


Position Summary: All Climate First Bank employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. The Digital Banker Intern is responsible for assisting the Bank's consumer and commercial solar lending program. This role will represent the true voice of the client and be at the forefront of delivering a superior experience to our clients and partners. You will learn and assist management with sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.


Benefits:


  • Paid internship!
  • Mission-led Bank with a strong focus on sustainability and social justice.
  • Working with an amazing team of dedicated and like-minded individuals!
  • Being part of an exciting venture with amazing opportunities for growth and opportunities!


Primary Responsibilities:


* Provide high touch personalized customer service through daily virtual interactions with the client base.

* Assist with sales outreach and support.

* Support client and partner onboarding.

* Support the digital team with writing user stories and help minimize the backlog on .

* Assist with documentation and capturing project approvals.

* Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.

* Learn how to promote banking opportunities and a favorable image of the Bank in all business activities within the community and social media.

* Assists with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.


Secondary Responsibilities:


* Exceed clients' expectations by creatively leveraging the bank's existing portfolio of products and service

* Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

* Demonstrate and expand understanding of and commitment to established Bank policies, procedures, and regulations, remain vigilant regarding online threats, phishing and other cyber- security risks, particularly as they relate to areas of oversight, identify inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary; completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.


Specific Requirements:


  • Enrolled in or recent graduate of a related field of study.
  • Banking experience and knowledge of bank digital banking systems strongly preferred.
  • Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
  • Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs.
  • Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
  • Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
  • Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
  • Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with ample opportunity to learn hands on and through live business interactions.
  • Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.

Physical Demands:

Sustained standing and sitting.

Frequent use of PC, including typing or sustained attention to monitor.

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

internship
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Community Banker II
✦ New
🏢 American National Bank
Salary not disclosed
Gretna, NE 8 hours ago
Description

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.


Together, we can do more for your future...


At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.


We offer:



  • Competitive base compensation with additional performance-based annual earning potential
  • Career growth potential built into every role
  • 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  • No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  • Paid Time Off, Paid Holidays and Paid Volunteer Time
  • Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  • Dental Insurance with significant premium contribution by ANB*
  • Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  • Tuition Reimbursement*
  • Gym Membership Reimbursement*
  • Discounts on Banking and Financial needs

*Eligibility Criteria Apply


Job Summary


American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing duties related to opening new accounts and processing loan requests. We are seeking an individual who provides top customer service, communicates well with others, and possesses previous sales experience and existing knowledge of consumer loans.


Schedule: Full-time 40 hours scheduled between Monday- Friday 7:15am-6:15pm and rotating Saturdays 8:15am-12:15pm


Essential Job Duties & Responsibilities



  • Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
  • Processes consumer loan applications, collects and provides documents to loan processing departments, and owns the signing of loan paperwork with the consumer.
  • Provides information and answers questions regarding deposit and loan rates, fees, and bank policies.
  • Serves on the Teller line as needed.
  • Generates growth in deposit and loan balances through sales, marketing, promotion and referral of products.
  • Provides outstanding client service to all existing and prospective clients.
  • Acquires, retains, deepens and manages the relationship of clients.
  • Handles customer requests through email and phone including password resets, ACH and other documentation.

Experience and Education



  • 1-3 years of related banking experience required; Bachelor's degree in related field may substitute for previous banking experience.
  • Proven history of attainment of sales goals including referrals.
  • Knowledge and experience initiating consumer loans.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.


Not Specified
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Digital Banking
✦ New
🏢 Climate First Bank
Salary not disclosed
St. Petersburg, FL 8 hours ago

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.


Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.


Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Not Specified
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