Kirtland Federal Credit Union
Albuquerque, New Mexico
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Mortgage Loss Mitigation Specialist to join Kirtland Credit Union! This is a regular, full-time, with remote capabilities depending on location. We encourage a cover letter when applying! Sign on Bonus available with this position! Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: Responsible for contacting consumer borrowers with delinquent loans to collect payments to bring loans current, with a focus on real estate secured loans. Understand and evaluate suitability for potential loan relief programs as applicable and inform borrowers and successors-in-interest about same, as well as potential or active loss mitigation activities, particularly those related to delinquent or otherwise at-risk home-secured loans. Interact with credit union members, co-workers, legal counsel, fiduciaries, auditors, agencies and others as appropriate to facilitate resolution of troubled real estate loans. Perform certain required mortgage servicing for investor-held mortgages and report to third parties as applicable, including the VA, FHA, Fannie Mae and Ginnie Mae. Support and refine creation, tracking, and analysis of data related to delinquent home-secured loans. Coordinate activities related to assessing and protecting troubled real estate assets, including in foreclosure and REO situations. Support the credit unions mission, vision, strategic goals, quality initiatives and service standards. Primary Job Duties: Ensures sufficient contact attempts are made to borrowers or successors-in-interest with delinquent loans. Determines the best course of action, consistent with Account Resolution Department standards, to facilitate the collection of payments from borrowers or successors-in-interest with delinquent loans. Conducts collection efforts politely and diplomatically but with persistence and persuasiveness. Solicits information about the reasons for delinquency to evaluate potentially suitable loss mitigation programs. Processes loan payments, ensuring accurate recording and accounting across applicable systems; generates pay off statements as requested. Understands and maintains current working knowledge of all applicable federal and state consumer credit collection and mortgage servicing laws and regulations, i.e., Fair Debt Collection Practices Act, Fair Credit Reporting Act, the Garn-St. Germaine Act, the Truth in Lending Act, and the Uniform Commercial Code as adopted in applicable states, as well as bankruptcy law. Assumes responsibility for the effective administration of delinquent or otherwise troubled real estate loans and coordinates functions related to foreclosed properties. In conjunction with management staff, evaluates and responds to requests from borrowers or successors-in-interest for debt relief, restructuring, or potential assumption when hardship or change in ownership is identified. Provides appropriate financial counseling, collects financial information and/or legal documentation to assess and evaluate appropriate actions, and, as applicable, recommends plans in the best interest of the borrowers or successors-in-interest, as well as the Credit Union and investors. Works with borrowers, successors-in-interest, and other parties to facilitate resolution of troubled real estate loans and the underlying collateral, including foreclosures, short sales, deed-in-lieu situations, and REO sales. Ensures the protection and preservation of foreclosed properties. In collaboration with management, coordinates inspections and approval of repairs of properties. Maintains inspection reporting with findings. Coordinates with management to document, track, and report on loss mitigation activities involving troubled real estate. Collaborates with management staff to ensure data accuracy, refine collections platform data capture and tracking, and develop pertinent reporting and analysis. As appropriate, recommends adjustments to internal reporting and analysis related to home-secured loans. Maintains a current understanding of, and submitting, reporting as required to the VA, FHA, Fannie Mae and Ginnie Mae for certain mortgages serviced by the Credit Union. Responds to various requests for information on loss mitigation/asset recovery activities. Assumes responsibility for related duties as required and other duties as assigned. Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: A two-year college degree (associates degree in business or finance) is required. Bachelors degree in business, finance, or related field preferred. Experience Required: Three to five years of recent experience servicing mortgages in delinquency. At least two years of servicing investor-held mortgages preferred. Required knowledge, skills and abilities: Thorough knowledge of consumer mortgage collection and foreclosure practices and applicable legal requirements. Working knowledge of all applicable federal and state consumer credit collection and mortgage servicing laws and regulations, i.e., Fair Debt Collection Practices Act, Fair Credit Reporting Act, the Garn-St. Germaine Act, the Truth in Lending Act, and the Uniform Commercial Code as adopted in applicable states, as well as bankruptcy law, preferred. Excellent communication and interpersonal skills Ability to work well with borrowers, colleagues, and third parties Able to work successfully in stressful situations Maintain professional appearance and conduct Multi-task oriented Problem solving abilities Ability to operate a PC Proficient with Microsoft Ability to stand and sit for 8-hour shifty Ability to work in an office/cubical environment To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIe5b388acac22-3864
12/07/2025
Full time
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Mortgage Loss Mitigation Specialist to join Kirtland Credit Union! This is a regular, full-time, with remote capabilities depending on location. We encourage a cover letter when applying! Sign on Bonus available with this position! Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program 401 (k) employer match Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employer paid Life Insurance Employee Assistance Program Employer paid Short- and Long-Term Disability Insurance Travel Assistance Program This is what we would like you to do: Responsible for contacting consumer borrowers with delinquent loans to collect payments to bring loans current, with a focus on real estate secured loans. Understand and evaluate suitability for potential loan relief programs as applicable and inform borrowers and successors-in-interest about same, as well as potential or active loss mitigation activities, particularly those related to delinquent or otherwise at-risk home-secured loans. Interact with credit union members, co-workers, legal counsel, fiduciaries, auditors, agencies and others as appropriate to facilitate resolution of troubled real estate loans. Perform certain required mortgage servicing for investor-held mortgages and report to third parties as applicable, including the VA, FHA, Fannie Mae and Ginnie Mae. Support and refine creation, tracking, and analysis of data related to delinquent home-secured loans. Coordinate activities related to assessing and protecting troubled real estate assets, including in foreclosure and REO situations. Support the credit unions mission, vision, strategic goals, quality initiatives and service standards. Primary Job Duties: Ensures sufficient contact attempts are made to borrowers or successors-in-interest with delinquent loans. Determines the best course of action, consistent with Account Resolution Department standards, to facilitate the collection of payments from borrowers or successors-in-interest with delinquent loans. Conducts collection efforts politely and diplomatically but with persistence and persuasiveness. Solicits information about the reasons for delinquency to evaluate potentially suitable loss mitigation programs. Processes loan payments, ensuring accurate recording and accounting across applicable systems; generates pay off statements as requested. Understands and maintains current working knowledge of all applicable federal and state consumer credit collection and mortgage servicing laws and regulations, i.e., Fair Debt Collection Practices Act, Fair Credit Reporting Act, the Garn-St. Germaine Act, the Truth in Lending Act, and the Uniform Commercial Code as adopted in applicable states, as well as bankruptcy law. Assumes responsibility for the effective administration of delinquent or otherwise troubled real estate loans and coordinates functions related to foreclosed properties. In conjunction with management staff, evaluates and responds to requests from borrowers or successors-in-interest for debt relief, restructuring, or potential assumption when hardship or change in ownership is identified. Provides appropriate financial counseling, collects financial information and/or legal documentation to assess and evaluate appropriate actions, and, as applicable, recommends plans in the best interest of the borrowers or successors-in-interest, as well as the Credit Union and investors. Works with borrowers, successors-in-interest, and other parties to facilitate resolution of troubled real estate loans and the underlying collateral, including foreclosures, short sales, deed-in-lieu situations, and REO sales. Ensures the protection and preservation of foreclosed properties. In collaboration with management, coordinates inspections and approval of repairs of properties. Maintains inspection reporting with findings. Coordinates with management to document, track, and report on loss mitigation activities involving troubled real estate. Collaborates with management staff to ensure data accuracy, refine collections platform data capture and tracking, and develop pertinent reporting and analysis. As appropriate, recommends adjustments to internal reporting and analysis related to home-secured loans. Maintains a current understanding of, and submitting, reporting as required to the VA, FHA, Fannie Mae and Ginnie Mae for certain mortgages serviced by the Credit Union. Responds to various requests for information on loss mitigation/asset recovery activities. Assumes responsibility for related duties as required and other duties as assigned. Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: A two-year college degree (associates degree in business or finance) is required. Bachelors degree in business, finance, or related field preferred. Experience Required: Three to five years of recent experience servicing mortgages in delinquency. At least two years of servicing investor-held mortgages preferred. Required knowledge, skills and abilities: Thorough knowledge of consumer mortgage collection and foreclosure practices and applicable legal requirements. Working knowledge of all applicable federal and state consumer credit collection and mortgage servicing laws and regulations, i.e., Fair Debt Collection Practices Act, Fair Credit Reporting Act, the Garn-St. Germaine Act, the Truth in Lending Act, and the Uniform Commercial Code as adopted in applicable states, as well as bankruptcy law, preferred. Excellent communication and interpersonal skills Ability to work well with borrowers, colleagues, and third parties Able to work successfully in stressful situations Maintain professional appearance and conduct Multi-task oriented Problem solving abilities Ability to operate a PC Proficient with Microsoft Ability to stand and sit for 8-hour shifty Ability to work in an office/cubical environment To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIe5b388acac22-3864
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. Our Store Managers are the hub around which one of our local branches turn. They manage the critical connections between our associates and our customers, and foster our focus on service. If you have the leadership, expertise and drive to run one of our critical businesses, then we'll give you the opportunity to grow and develop within an organization where the skies the limit! Core Accountabilities Exemplify and drive our focus to provide extraordinary service to our customers Service is the Difference! Understand our customers wants and needs and continuously seek new and better ways to meet those needs Drive continuous improvement of the local market operating plan and business results Job Tasks and Responsibilities Lead efforts to ensure outstanding customer service in all that we do! Maximize stores sales and financial performance Hire, train and develop customer-focused associates Monitor and manage inventory levels Maintain store appearance and merchandising standards Ensure the highest safety standards are followed! Manage stores daily accounting functions Monitor and collect accounts receivable Implement loss prevention procedures Ensure maintenance of building and equipment Conduct weekly store meetings Qualifications Must be passionate about understanding and meeting the needs of our customers! High school diploma or equivalent. College degree a plus! Demonstrated leadership and management skills Strong business acumen required, preferably with strong auto parts knowledge/background Strong communication skills and a love of engaging with people! Ability to provide strong leadership to the operation to create a high-performance team through customer focus, open communication, coaching and listening Ability to work flexible retail hours including evenings and weekends Physical Requirements Lifting of a minimum of 50 pounds. Standing, lifting, twisting, bending, walking and sitting. Ability to use the computer Ability to use the phone PM22 Requirements: PI45df023cb2-
12/07/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. Our Store Managers are the hub around which one of our local branches turn. They manage the critical connections between our associates and our customers, and foster our focus on service. If you have the leadership, expertise and drive to run one of our critical businesses, then we'll give you the opportunity to grow and develop within an organization where the skies the limit! Core Accountabilities Exemplify and drive our focus to provide extraordinary service to our customers Service is the Difference! Understand our customers wants and needs and continuously seek new and better ways to meet those needs Drive continuous improvement of the local market operating plan and business results Job Tasks and Responsibilities Lead efforts to ensure outstanding customer service in all that we do! Maximize stores sales and financial performance Hire, train and develop customer-focused associates Monitor and manage inventory levels Maintain store appearance and merchandising standards Ensure the highest safety standards are followed! Manage stores daily accounting functions Monitor and collect accounts receivable Implement loss prevention procedures Ensure maintenance of building and equipment Conduct weekly store meetings Qualifications Must be passionate about understanding and meeting the needs of our customers! High school diploma or equivalent. College degree a plus! Demonstrated leadership and management skills Strong business acumen required, preferably with strong auto parts knowledge/background Strong communication skills and a love of engaging with people! Ability to provide strong leadership to the operation to create a high-performance team through customer focus, open communication, coaching and listening Ability to work flexible retail hours including evenings and weekends Physical Requirements Lifting of a minimum of 50 pounds. Standing, lifting, twisting, bending, walking and sitting. Ability to use the computer Ability to use the phone PM22 Requirements: PI45df023cb2-
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple - our employees and customers are the most important part of everything we do. Our Store Managers are the hub around which one of our local branches turn. They manage the critical connections between our associates and our customers, and foster our focus on service. If you have the leadership, expertise and drive to run one of our critical businesses, then we'll give you the opportunity to grow and develop within an organization where the skies the limit! Core Accountabilities Exemplify and drive our focus to provide extraordinary service to our customers - Service is the Difference! Understand our customers wants and needs and continuously seek new and better ways to meet those needs Drive continuous improvement of the local market operating plan and business results Job Tasks and Responsibilities Lead efforts to ensure outstanding customer service in all that we do! Maximize store's sales and financial performance Hire, train and develop customer-focused associates Monitor and manage inventory levels Maintain store appearance and merchandising standards Ensure the highest safety standards are followed! Manage store's daily accounting functions Monitor and collect accounts receivable Implement loss prevention procedures Ensure maintenance of building and equipment Conduct weekly store meetings Qualifications Must be passionate about understanding and meeting the needs of our customers! High school diploma or equivalent. College degree a plus! Demonstrated leadership and management skills Strong business acumen required, preferably with strong auto parts knowledge/background Strong communication skills and a love of engaging with people! Ability to provide strong leadership to the operation to create a high-performance team through customer focus, open communication, coaching and listening Ability to work flexible retail hours including evenings and weekends Physical Requirements Lifting of a minimum of 50 pounds. Standing, lifting, twisting, bending, walking and sitting. Ability to use the computer Ability to use the phone PM22 Requirements: PId360da5-
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple - our employees and customers are the most important part of everything we do. Our Store Managers are the hub around which one of our local branches turn. They manage the critical connections between our associates and our customers, and foster our focus on service. If you have the leadership, expertise and drive to run one of our critical businesses, then we'll give you the opportunity to grow and develop within an organization where the skies the limit! Core Accountabilities Exemplify and drive our focus to provide extraordinary service to our customers - Service is the Difference! Understand our customers wants and needs and continuously seek new and better ways to meet those needs Drive continuous improvement of the local market operating plan and business results Job Tasks and Responsibilities Lead efforts to ensure outstanding customer service in all that we do! Maximize store's sales and financial performance Hire, train and develop customer-focused associates Monitor and manage inventory levels Maintain store appearance and merchandising standards Ensure the highest safety standards are followed! Manage store's daily accounting functions Monitor and collect accounts receivable Implement loss prevention procedures Ensure maintenance of building and equipment Conduct weekly store meetings Qualifications Must be passionate about understanding and meeting the needs of our customers! High school diploma or equivalent. College degree a plus! Demonstrated leadership and management skills Strong business acumen required, preferably with strong auto parts knowledge/background Strong communication skills and a love of engaging with people! Ability to provide strong leadership to the operation to create a high-performance team through customer focus, open communication, coaching and listening Ability to work flexible retail hours including evenings and weekends Physical Requirements Lifting of a minimum of 50 pounds. Standing, lifting, twisting, bending, walking and sitting. Ability to use the computer Ability to use the phone PM22 Requirements: PId360da5-
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/06/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/06/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIeb8e2-0991
12/06/2025
Full time
Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIeb8e2-0991
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
12/06/2025
Full time
Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/06/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/06/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
American Fence Company, Inc. Location Perris State/Territory California We are seeking a highly motivated In House Lease Agent/Sales Person to assist expanding our rental fence business by helping our Rental Fence Lease Agent with sales and projects. We provide an excellent pay structure starting at $25.00-$30.00/hour . This position will be responsible for assisting with the marketing and leasing of temporary fencing to new customers and maintaining relationships with existing customers. Successful candidates will have the ability to work independently and with the Branch Manager to achieve sales goals. About Us: American Fence Company, founded in 1948, is the largest installer of rental and permanent fence that is focused on future growth. We provide a high quality of fencing solutions by valuing our employees which has resulted in average tenure of 9 years of employment. Job Duties Include: Identify prospective customers by using business directories and on-line sources and following leads from existing clients. Provide customers with product samples and catalogs and recommend products to customers, based on customers' needs and interests. Answer customers' questions about products, prices, availability, product uses, and credit terms. Prepare rental contracts and credit forms to be approved by corporate office. Handle all pick up and routine change order requests according to parameters established by Lease Agent regarding what types of changes can be handled without site visitation. Input billing changes into JD Edwards as needed. Consult with clients after sales or contract signings to resolve problems and to provide ongoing support. Monitor market conditions, product innovations, and competitors' products, prices, and sales. Perform administrative duties, such as preparing contacting customers that are delinquent on accounts, keeping sales records, and filing expense account reports. Education: High School Graduate or General Education Degree (GED): Required Associate's Degree (two year college or technical school) Preferred, Field of Study: Business or Construction Bachelor's Degree (four year college or technical school) Preferred, Field of Study: Business or Construction Experience: 1 plus years of experience in construction equipment rental or services 1 plus years of experience in business to business sales Computer Skills: Proficient in Word, Excel, and Outlook. Comfortable with using smart phone. Experience in J.D. Edwards or other accounting system preferred. Experience with on-line bidding resources such CMD, eBidBoard or iSqFt. Must be able to pass a background check and drug screen. Valid driver's license issued in the employing state and good driving record. Benefits We offer full Benefit packages to our employees including: Group Medical Insurance with prescription coverage Dental Insurance Basic and Voluntary Life Insurance Voluntary AD & D Insurance Short and Long Term Disability Insurance Company Paid Holidays Paid Time Off (PTO) Employee Discounts 401k plan with company match EOE/AA/M/F/D/V - Drug Free Environment PIa7580fcc5-
12/05/2025
Full time
American Fence Company, Inc. Location Perris State/Territory California We are seeking a highly motivated In House Lease Agent/Sales Person to assist expanding our rental fence business by helping our Rental Fence Lease Agent with sales and projects. We provide an excellent pay structure starting at $25.00-$30.00/hour . This position will be responsible for assisting with the marketing and leasing of temporary fencing to new customers and maintaining relationships with existing customers. Successful candidates will have the ability to work independently and with the Branch Manager to achieve sales goals. About Us: American Fence Company, founded in 1948, is the largest installer of rental and permanent fence that is focused on future growth. We provide a high quality of fencing solutions by valuing our employees which has resulted in average tenure of 9 years of employment. Job Duties Include: Identify prospective customers by using business directories and on-line sources and following leads from existing clients. Provide customers with product samples and catalogs and recommend products to customers, based on customers' needs and interests. Answer customers' questions about products, prices, availability, product uses, and credit terms. Prepare rental contracts and credit forms to be approved by corporate office. Handle all pick up and routine change order requests according to parameters established by Lease Agent regarding what types of changes can be handled without site visitation. Input billing changes into JD Edwards as needed. Consult with clients after sales or contract signings to resolve problems and to provide ongoing support. Monitor market conditions, product innovations, and competitors' products, prices, and sales. Perform administrative duties, such as preparing contacting customers that are delinquent on accounts, keeping sales records, and filing expense account reports. Education: High School Graduate or General Education Degree (GED): Required Associate's Degree (two year college or technical school) Preferred, Field of Study: Business or Construction Bachelor's Degree (four year college or technical school) Preferred, Field of Study: Business or Construction Experience: 1 plus years of experience in construction equipment rental or services 1 plus years of experience in business to business sales Computer Skills: Proficient in Word, Excel, and Outlook. Comfortable with using smart phone. Experience in J.D. Edwards or other accounting system preferred. Experience with on-line bidding resources such CMD, eBidBoard or iSqFt. Must be able to pass a background check and drug screen. Valid driver's license issued in the employing state and good driving record. Benefits We offer full Benefit packages to our employees including: Group Medical Insurance with prescription coverage Dental Insurance Basic and Voluntary Life Insurance Voluntary AD & D Insurance Short and Long Term Disability Insurance Company Paid Holidays Paid Time Off (PTO) Employee Discounts 401k plan with company match EOE/AA/M/F/D/V - Drug Free Environment PIa7580fcc5-
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/05/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
12/05/2025
Full time
Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. 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 deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree preferred High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIbfe68b2-
12/05/2025
Full time
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree preferred High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIbfe68b2-
Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Shoreline Branch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:45 p.m. Fully on-site in Shoreline, WA. Base Salary Range $25.47 - $31.83 - $38.20hourly The Role at a Glance: Ensure customer service in the branch is conducted in accordance with the Heritage Bank Service Standards, and staff proactively refers and sells bank products and services based on customer needs. Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations. Ensure accuracy and timely completion of audits, certifications, compliance, and reporting. Ensure audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Resolve customer questions, concerns and issues in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business. Mentor and train branch staff on service standards to foster growth of new & existing customer relationships. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Work collaboratively with Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Assist management with the development of the quarterly business plan, including sales goals and strategies to ensure maximum profitability. Actively manage the income and expense budget(s) for assigned branch. May assist with the annual budgeting process. Assist as back up for CSA and FSA positions, as needed. Assist management with the successful implementation of marketing and promotional programs for new products and services. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Maintain proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Core Skills and Qualifications: High School diploma or equivalent - required. Associates degree or higher - preferred. 3+ years' recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required. Equivalent combination of education and experience may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Bilingual in English and Spanish preferred but not required. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are essential. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. In-depth working knowledge of all retail job functions, paying/receiving, operations, branch certifications, products and services, account and legal documentation and federal and state laws and regulations relating to branch operations. Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight. Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills. Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Working Environment/Conditions: Climate controlled office environment. Work may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
12/05/2025
Full time
Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Shoreline Branch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:45 p.m. Fully on-site in Shoreline, WA. Base Salary Range $25.47 - $31.83 - $38.20hourly The Role at a Glance: Ensure customer service in the branch is conducted in accordance with the Heritage Bank Service Standards, and staff proactively refers and sells bank products and services based on customer needs. Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations. Ensure accuracy and timely completion of audits, certifications, compliance, and reporting. Ensure audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Resolve customer questions, concerns and issues in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business. Mentor and train branch staff on service standards to foster growth of new & existing customer relationships. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Work collaboratively with Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Assist management with the development of the quarterly business plan, including sales goals and strategies to ensure maximum profitability. Actively manage the income and expense budget(s) for assigned branch. May assist with the annual budgeting process. Assist as back up for CSA and FSA positions, as needed. Assist management with the successful implementation of marketing and promotional programs for new products and services. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Maintain proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Core Skills and Qualifications: High School diploma or equivalent - required. Associates degree or higher - preferred. 3+ years' recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required. Equivalent combination of education and experience may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Bilingual in English and Spanish preferred but not required. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are essential. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. In-depth working knowledge of all retail job functions, paying/receiving, operations, branch certifications, products and services, account and legal documentation and federal and state laws and regulations relating to branch operations. Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight. Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills. Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Working Environment/Conditions: Climate controlled office environment. Work may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree preferred High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI6e1bef94a5-
12/03/2025
Full time
Civista Bank Description: Position Purpose: A Branch Manager (BM) operates as a business leader and is responsible for coaching and building your team. In this role, you will inspire, model and motivate service through staff coaching and training to achieve an exceptional customer experience. The BM fosters a motivated, diverse team environment; by setting employees up for success, promoting objectives for the branch and for each employee. The BM also maintains and develops relationships with new and existing customers and creates great partnerships within Civista and the community in which we serve. The BM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create and execute on an annual strategic plan through analysis and critical thinking, while adjusting to market conditions and trends to achieve monthly sales and operational goals. Daily leadership in team and personal/professional development through scheduled coaching, training, and performance evaluations to achieve an exceptional customer experience and exceed branch goals and team engagement; will also recommend appropriate personnel actions (if no Assistant Branch Manager at the assigned location). Conduct interviewing and hiring of branch team in conjunction with the Assistant Branch Manager and the Regional Manager. Daily leadership in developing new and maintaining existing consumer and business relationships. Collaboration with partners to expand branch and market share while growing the Civista brand. Building the Civista brand by utilizing financial expertise; networking; developing & maintaining COIs; participating in community events, and leading in community involvement daily weekly and monthly. Managing operational tasks and oversight of branch facility daily, weekly, and monthly. Open personal, business, and loan accounts as well as cross-selling additional products and services. Maintain a high level of communication and follow-up with internal and external customers. Nurture relationship with internal business partners by making customer referrals to appropriate department for specific information and services. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 4 years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Maintain strong partnerships with community & civic organizations. Associate's or Bachelor's Degree preferred High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI6e1bef94a5-
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
12/03/2025
Full time
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required. Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The LaceyBranch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
12/03/2025
Full time
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The LaceyBranch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. Base Salary Range: Level I -$20.00- $23.84 - $28.61per hour Level II -$20.50 - $25.62 - $30.75per hour Depending on qualifications and experience, New Accounts Representative I or II may be considered. The Role at a Glance: Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards. Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services. Partner with other lines of business to meet customer needs and to achieve established production goals. Develop and maintain an in-depth knowledge of current Bank products and services. Maintain confidentiality when handling customer requests and transactions. Ensure compliance with applicable regulatory requirements and internal policies and procedures. Participate in branch functions and community activities to promote the Bank's image and growth. Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner. Place holds on accounts as required and completes appropriate documentation for holds placed. Core Skills and Qualifications: Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required. In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services. Detail oriented with strong organizational, problem solving and time management skills Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly. The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training. Working Environment/Conditions: Climate controlled office environment. Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk. Physical Demands/Effort: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually and eight hours of paid sick leave per month , while also enjoying 11 paid holidays each calendar year, and an annual float day. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. mon Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Description: JOB TITLE: UNIVERSAL BANKER DEPARTMENT: OLNEY, MAIN BANK REPORTS TO: BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to operational scheduling needs should circumstances dictate a change from the regular work schedule. 3. Ensure that customers receive prompt and courteous service. 4. Answer phone inquiries. 5. Balance drawer cash and vault cash. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBank's Values and Service Standards. 24. Assist with monthly reports 25. Represent TrustBank at community functions 26. Provide support to Branch Manager and Market President 27. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. The schedule is Monday - Friday 8 AM - 5 PM. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated hourly rate for this position is $16.00 - $20.00/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. 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. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: October 24, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education or GED, and be able to master on-the-job training requirements. Associates degree or higher is a plus. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 16-20 Hourly Wage PI105b22ad19b6-0329
12/02/2025
Full time
Description: JOB TITLE: UNIVERSAL BANKER DEPARTMENT: OLNEY, MAIN BANK REPORTS TO: BRANCH MANAGER FLSA STATUS: NON-EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY Perform a full range of banking services to individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and directing them to the appropriate department or person. Other duties include providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch needs. Communicate effectively with current and prospective customers. Project a professional image for TrustBank by providing exceptional customer service at all times. DUTIES AND RESPONSIBILITIES 1. Open and close bank when needed. 2. Remain flexible to operational scheduling needs should circumstances dictate a change from the regular work schedule. 3. Ensure that customers receive prompt and courteous service. 4. Answer phone inquiries. 5. Balance drawer cash and vault cash. 6. Run teller transactions accurately and efficiently. 7. Process night drop deposits. 8. Approve checks within limits. 9. Assist customers in resolving account related problems. 10. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs. 11. Assist customers by opening new accounts. 12. Give out appropriate loan applications. 13. Cross-sell products to customers. 14. Issue and redeem certificates of deposit. 15. Stay within compliance guidelines when opening and closing all accounts. 16. Order ATM/Debit cards and update information, activate, etc. 17. Process check orders/re-orders for customers with products for personal and business purposes. 18. Order and stock adequate supplies. 19. Attend bank meetings and educational seminars as required. 20. Maintain over and short reports and transaction reports. 21. Ship and order currency and coin from Fed. 22. Scan and balance transaction in the proof program. 23. Promote TrustBank's Values and Service Standards. 24. Assist with monthly reports 25. Represent TrustBank at community functions 26. Provide support to Branch Manager and Market President 27. Perform other duties as assigned. WORKING CONDITIONS The position is a full-time position, working 40-hours per week. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. The schedule is Monday - Friday 8 AM - 5 PM. TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated hourly rate for this position is $16.00 - $20.00/hour. The position is also eligible for an annual discretionary bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. DISCLOSURES Trust Bank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. 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. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: October 24, 2025 Requirements: EDUCATION and/or EXPERIENCE Must have high school education or GED, and be able to master on-the-job training requirements. Associates degree or higher is a plus. Prior retail banking experience is desired but not necessary. REQUIRED SKILLS AND ABILITIES Experience in sales, relationship management, and cross selling skills are desired. Must be proactive thinking, be able to learn compliance, product knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. TECHNICAL SKILLS Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment. Compensation details: 16-20 Hourly Wage PI105b22ad19b6-0329
Description: JOB TITLE: FINANCIAL ADVISOR DEPARTMENT: TRUST & WEALTH MANAGEMENT WEALTH ADVISORS INVESTMENTS, CETERA REPORTS TO: CEO TRUST & WEALTH MANAGEMENT, PRESIDENT TRUSTBANK, ARIZONA FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME Job Description Responsible for marketing and explaining the Investment Services to customers. He/She will position themselves as a "needs based" Financial Advisor for all securities-related products and services offered by Cetera Investment Services. They will transmit orders on behalf of customers, relaying data, and investment advice to customers. The person in this role will actively support the institution's total marketing concept. Duties and Responsibilities 1. Explain and sell Cetera products and services to customers specifically concerning various types of investments, what they mean, etc. In carrying this out, the Financial Advisor needs to understand and be able to explain the Wealth Management philosophy. 2. Interview and Counsel and counsel the customers to obtain information (financial background, investment goals, risk tolerance, etc.) needed in order to develop a customer-needs profile and then be able to define an appropriate investment strategy for each customer. 3. Open customer accounts and initiate and confirm customer orders. 4. Acknowledge all customers in a warm and friendly manner and be receptive to their needs. He/She will promote to all customers the programs and services of the Cetera Investment Services and endeavor to further the financial institution's reputation for friendly, efficient, personal service. 5. Maintain customer files. 6. Handle personally all inquiries and questions on customer accounts. 7. Remain informed regarding changes in Cetera's services, policies, and procedures. 8. Maintain the Investment Service's display areas and organize customer public relations within the financial institution's branch location. 9. Oversee and care for all information related to customer accounts and affairs of the institution in strictest confidence and take the necessary actions to safeguard the assets of the institution and its customers. EDUCATION and/or EXPERIENCE A college degree or equivalent business experience is required. (Appropriate experience may substitute for education). Series 7 and 66 securities licenses and State Insurance License. Previous brokerage experience is preferred. Customer relations/sales experience (two to three years) is required. Actual business experience is required. Experience in dealing with high or ultra-high net worth clients is strongly preferred. QUALIFICATIONS and KEY ATTRIBUTES Must be effective in client relationship and business development. Able to assist in investment research, help explore the client's investing and economic history of the client, investigate client's financial goals and risk tolerance. Possess exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Must be flexible to travel and meet clients as required. Highly enthusiastic about market and financial trends and the value add of the TrustBank approach to investing. Ability to learn fast and retain the detailed requirements of the position is required. WORKING CONDITIONS The position is Monday through Friday, typically from 8 AM - 5 PM and is forty hours a week. Additional hour may be required as needed. The position is hybrid based out 212 S. West St. Wheaton, IL The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. Some work may be repetitive at the computer and the position requires direct work with the public. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $75,000 - $105,000, along with the eligibility for commission earnings and a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications skills, and experience. Our generous employee benefits details may be found on our bank's website. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. 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. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: November 12, 2025 Requirements: REQUIRED SKILLS and ABILITIES Knowledge of investment and portfolio investment strategies, prudent investor rules, risk management, accounting and financial principles, associated investment strategies and instruments. Must have knowledge around the characteristics of various marketplaces, usually acquired through formal education and work experience, is required to evaluate client's needs and portfolios. Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures, and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents for certain client accounts. TECHNICAL SKILLS Ability to utilize Microsoft 365, Excel for data analysis and report preparation. Knowledge of the Bloomberg system, Advantage and Investors view trust and investment platform is preferable. Compensation details: 00 Yearly Salary PIda57ec02f5-
12/02/2025
Full time
Description: JOB TITLE: FINANCIAL ADVISOR DEPARTMENT: TRUST & WEALTH MANAGEMENT WEALTH ADVISORS INVESTMENTS, CETERA REPORTS TO: CEO TRUST & WEALTH MANAGEMENT, PRESIDENT TRUSTBANK, ARIZONA FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME Job Description Responsible for marketing and explaining the Investment Services to customers. He/She will position themselves as a "needs based" Financial Advisor for all securities-related products and services offered by Cetera Investment Services. They will transmit orders on behalf of customers, relaying data, and investment advice to customers. The person in this role will actively support the institution's total marketing concept. Duties and Responsibilities 1. Explain and sell Cetera products and services to customers specifically concerning various types of investments, what they mean, etc. In carrying this out, the Financial Advisor needs to understand and be able to explain the Wealth Management philosophy. 2. Interview and Counsel and counsel the customers to obtain information (financial background, investment goals, risk tolerance, etc.) needed in order to develop a customer-needs profile and then be able to define an appropriate investment strategy for each customer. 3. Open customer accounts and initiate and confirm customer orders. 4. Acknowledge all customers in a warm and friendly manner and be receptive to their needs. He/She will promote to all customers the programs and services of the Cetera Investment Services and endeavor to further the financial institution's reputation for friendly, efficient, personal service. 5. Maintain customer files. 6. Handle personally all inquiries and questions on customer accounts. 7. Remain informed regarding changes in Cetera's services, policies, and procedures. 8. Maintain the Investment Service's display areas and organize customer public relations within the financial institution's branch location. 9. Oversee and care for all information related to customer accounts and affairs of the institution in strictest confidence and take the necessary actions to safeguard the assets of the institution and its customers. EDUCATION and/or EXPERIENCE A college degree or equivalent business experience is required. (Appropriate experience may substitute for education). Series 7 and 66 securities licenses and State Insurance License. Previous brokerage experience is preferred. Customer relations/sales experience (two to three years) is required. Actual business experience is required. Experience in dealing with high or ultra-high net worth clients is strongly preferred. QUALIFICATIONS and KEY ATTRIBUTES Must be effective in client relationship and business development. Able to assist in investment research, help explore the client's investing and economic history of the client, investigate client's financial goals and risk tolerance. Possess exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Must be flexible to travel and meet clients as required. Highly enthusiastic about market and financial trends and the value add of the TrustBank approach to investing. Ability to learn fast and retain the detailed requirements of the position is required. WORKING CONDITIONS The position is Monday through Friday, typically from 8 AM - 5 PM and is forty hours a week. Additional hour may be required as needed. The position is hybrid based out 212 S. West St. Wheaton, IL The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. Some work may be repetitive at the computer and the position requires direct work with the public. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $75,000 - $105,000, along with the eligibility for commission earnings and a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications skills, and experience. Our generous employee benefits details may be found on our bank's website. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. 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. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: November 12, 2025 Requirements: REQUIRED SKILLS and ABILITIES Knowledge of investment and portfolio investment strategies, prudent investor rules, risk management, accounting and financial principles, associated investment strategies and instruments. Must have knowledge around the characteristics of various marketplaces, usually acquired through formal education and work experience, is required to evaluate client's needs and portfolios. Knowledge of investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures, and strategies, usually acquired through work experience and formal education, is required to operate within the framework of trust documents for certain client accounts. TECHNICAL SKILLS Ability to utilize Microsoft 365, Excel for data analysis and report preparation. Knowledge of the Bloomberg system, Advantage and Investors view trust and investment platform is preferable. Compensation details: 00 Yearly Salary PIda57ec02f5-
Peoples Security Bank & Trust Company
Kingston, Pennsylvania
Description: If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. Our Senior Personal Bankers deliver an exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community; counsel clients, providing needs-based financial solutions; support clients in-person or virtually; and work as an active member of the branch office sales/service team and provide support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Benefits Offered to Peoples Security Bank Employees Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan ESOP Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes College Tuition Reimbursement Internal Advancement Opportunities Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE Working together for a common good by engaging our customers and communities. SERVICE Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER A commitment to excellence in every interaction. TRUST Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. Physical Requirements: Ability to work branch hours, including weekends, if required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Some travel out into the community for various events and initiatives may be expected. PI77828daa5-
12/02/2025
Full time
Description: If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. Our Senior Personal Bankers deliver an exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community; counsel clients, providing needs-based financial solutions; support clients in-person or virtually; and work as an active member of the branch office sales/service team and provide support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Benefits Offered to Peoples Security Bank Employees Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan ESOP Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes College Tuition Reimbursement Internal Advancement Opportunities Volunteer Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE Working together for a common good by engaging our customers and communities. SERVICE Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER A commitment to excellence in every interaction. TRUST Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. Physical Requirements: Ability to work branch hours, including weekends, if required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Some travel out into the community for various events and initiatives may be expected. PI77828daa5-
