Mt Bank Jobs in Usa
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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.
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 team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.
The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.
Job Responsibilities:
- Identify new loan opportunities through business development efforts.
- Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
- Achieve sales meetings and sales call goals and document in Salesforce.
- Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
- Solicit, negotiate, and coordinate closings.
- Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
- Ensure production goals are met, including DDA growth goals.
- Guide borrowers through the application process and advise on financial status and methods of payment.
- Monitor credit quality of loan portfolios.
- Monitor past due loans and collect payments.
- Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
- Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
- Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
- Adopt and practice a commitment to social, economic, environmental, and racial justice.
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
- Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.
Specific Requirements:
- Excellent sales, interpersonal, communication and supervisory skills.
- Superior customer service skills.
- Prior commercial lending experience required.
- Excellent attention to detail, ability to multi-task and manage time effectively.
- Educated in financial products and services, banking regulations and laws.
- Ability to work in a fast-paced environment.
- Solid organizational skills.
Benefits:
- Competitive compensation
- Employer paid medical, vision and dental insurance
- Employer paid disability and life insurance
- 401k match
- Employee Stock Options
- Compelling incentive plans
- Employee only rates for certain loan products
- Working with an amazing team of dedicated and like minded individuals!
- Being part of an exciting venture with amazing opportunities for growth and opportunities!
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.
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.
Description
Floating Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. This is a traveling position, the applicant needs to be able to travel between: Presqueisle Street, Plaza, Kylertown, Houtzdale and Osceola Mills. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
- Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
- Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
- Follow all bank policies and operational procedures to ensure security and compliance.
- Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
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 every client and colleague with dignity and respect.
- Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
- Inclusion- embrace diverse perspectives creating a welcoming environment for all.
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- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
- Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
- Collaboration- work effectively within a team, contribute ideas, and support colleagues.
- Volunteerism- actively support and participate in community outreach and volunteer 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- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
- Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
- Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- UA I- Open consumer and business deposit accounts
- UA II- Ability to uncover and originate consumer loans plus all above duties.
- UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
- UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
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. 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 standing at a teller pod or sitting 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.
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Provides operational support and troubleshooting to bank personnel and customers primarily in deposit application systems related to electronic payments, i.e., Retail Online Banking, and any ancillary services. Includes data entry and research as well as creative problem solving.
As a Retail Digital Banking Specialist, you will:
- Provide operational support and troubleshooting to internal customers in deposit system applications including maintaining accurate product, service, and account data on core processing systems.
- Process and provide operational support for daily electronic transactions and products including Retail Online Banking and any ancillary services.
- Provide necessary reporting to bank management.
- Review daily reports to identify and correct possible errors or omission issues.
- Identify and suggest process improvements for daily tasks and department functions.
- 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 Nicolet.
- Ability to understand 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. 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:
- Minimum of 1-2 years of digital banking experience.
- Minimum of 1-2 years of administrative experience.
- PC, phone system, general office equipment
- Ability to maintain strict confidentiality
- Ability to maintain regular and reliable attendance.
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
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.
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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.
Description
Supports the Community/Commercial Office Manager in overseeing daily operations, customer service, and team coordination. Community Office Assistant 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
- Assist in supervising front line employees and daily banking operations
- Support customer inquiries and resolve basic service issues.
- Monitor transaction accuracy, compliance, and branch cash control.
- Contribute to branch sales goals and track performance metrics.
- Help train, coach and develop front line employees.
- Develop and maintain professional COI relationships and work closely with internal business partners.
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 f 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, provide on the spot coaching, 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 EXPECTATIONS:
- Community Office Assistant Manager I- Provide exceptional client and employee experience. Uncover and originate consumer and home equity loans. Demonstrate operational proficiency within the branch.
- Community Office Assistant Manager II- Develop and maintain a strong loan pipeline and portfolio. Works diligently to provide an outstanding employee and customer experience. Demonstrates a strong level of proficiency with overall operations with minimal directions. Possesses a proven history or leadership, banking knowledge, and experience in a supervisory role.
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.
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Palm Beach Gardens, FL 33410-3664
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:- Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Ability to train and mentor others, including products and platform procedures.
- Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
- Experience in financial services industry, preferred.
- Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
COMPANY OVERVIEW AND MISSION
For over four decades, DCI Donor Services has been a leader in working to end the transplant waiting list. Our unique approach to service allows for nationwide donation, transplantation, and distribution of organs and tissues while maintaining close ties to our local communities.
DCI Donor Services operates three organ procurement/tissue recovery organizations: New Mexico Donor Services, Sierra Donor Services, and Tennessee Donor Services. We also maximize the gift of life through the DCI Donor Services Tissue Bank and Sierra Donor Services Eye Bank.
Our performance is measured by the way we serve donor families and recipients. To be successful in this endeavor is our ultimate mission. By mobilizing the power of people and the potential of technology, we are honored to extend the reach of each donor’s gift and share the importance of the gift of life.
With the help of our employee-led strategy team, we will ensure that all communities feel welcome and safe with us because we are a model for fairness, belonging, and forward thinking.
Key responsibilities this position will perform include:
Coordinates the assembly and submission of impactful and tailored grant reports for designated grants and individual donors
Ensures on-time delivery of high-quality proposals and reports by thoroughly planning, delegating, and adhering to timelines and requirements for proposal development and submission
Coordinates site visits from current and potential funders as well as make presentations and attend/summarize meetings as assigned
Prepares strategy/research memos and drafts outreach/follow-up correspondence to funders
Analyzes and researches each gift stimulus, enters constituent information into database, including notes and other information.
Tracks donor acknowledgements and prepare gift acknowledgment letters, invoices and receipts.
Coordinates and tracks the distribution of in-kind donations to program and prepares reports for leadership team.
Perform other duties as assigned.
The ideal candidate will have:
Bachelor’s degree or equivalent education and experience5+ years of related work experience, including at least 5 years’ experience in nonprofit grant writing/fund development. Proficiency or experience using data and/or donor management platforms.Proven experience and recurring success with trends and approaches in fundraising, with specific experience in capital campaigns, individual giving, major gifts, or tracking/monitoring pledges. Excellent writing and editing skills, and the ability to demonstrate attention to detail. Ability to handle complex and confidential information with discretion. Must possess strong interpersonal and communication skills and the ability to work professionally and effectively with a wide range of donors, stakeholders, funders, and community members.Valid Driver’s License with ability to pass MVR underwriting requirements.
We offer a competitive compensation package including:
**New employees must have their first dose of the COVID-19 vaccine by their potential start date or be able to supply proof of vaccination.**
You will receive a confirmation e-mail upon successful submission of your application. The next step of the selection process will be to complete a video screening. Instructions to complete the video screening will be contained in the confirmation e-mail. Please note - you must complete the video screening within 5 days from submission of your application to be considered for the position.
DCIDS is an EOE/AA employer – M/F/Vet/Disability.
Compensation details: 8 Yearly Salary
PI88bbca4a5f1c-3631