Job Description Job Description Company Description medmix is a global leader in high-precision delivery devices. We occupy leading positions in the healthcare, consumer, and industrial end-markets. Our customers benefit from our dedication to innovation and technological advancement that has resulted in over 900 active patents. Our 14 production sites worldwide, together with our highly motivated and experienced team of nearly 2,600 employees provide our customers with uncompromising quality, proximity, and agility. medmix is headquartered in Baar, Switzerland. Our shares are traded on the SIX Swiss Exchange (SIX: MEDX). Job Description The Payroll & HR Specialist will be responsible for managing end-to-end payroll processing while supporting key human resources functions at our Atlanta & Salem sites. This role ensures payroll accuracy, compliance with federal and state regulations, and delivers HR operational support including employee records management, onboarding, and benefits administration. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced environment. Key Responsibilities Payroll Administration Process full-cycle payroll (weekly/biweekly) for hourly and salaried employees. Ensure accurate calculation of wages, overtime, bonuses, benefits deductions, and other adjustments. Maintain payroll records and ensure compliance with federal, state, and local laws. Coordinate with finance to reconcile payroll accounts and resolve discrepancies. Support external or internal audit requests. Handle garnishments, tax filings, and benefits-related payroll deductions. Ensure proper allocation and integration of benefits costs into payroll. Act as primary point of contact for payroll-related employee inquiries. Benefits Administration Administer all employee benefits programs (medical, dental, vision, 401(k), etc.). Manage enrollments, life events, terminations, and benefits changes. Oversee benefits billing, vendor invoices, and reconciliation processes. Prepare and deliver benefits-related reports and analysis. Ensure accurate and timely integration/imputation of benefits data into payroll (deductions, employer contributions, adjustments). Partner with benefits providers to resolve discrepancies and ensure service quality. Support open enrollment process and employee communications. HR Operations Maintain and update employee records in HRIS, ensuring data accuracy and confidentiality. Support onboarding and offboarding processes (documentation, system setup, etc.). Ensure compliance with company policies, labor laws, and HR best practices. Support employee relations matters and escalate issues when needed. Assist with HR reporting and metrics (turnover, headcount, etc.). Partner with managers to support day-to-day HR needs. Qualifications Required Bachelor's degree in Human Resources, Business Administration, Accounting, or related field (or equivalent experience). 2-5 years of experience in payroll processing, benefits administration, and HR support. Strong knowledge of payroll laws and regulations (FLSA, tax compliance, etc.). Experience managing benefits billing, reporting, and payroll integration. Experience with HRIS and payroll systems (ADP, SAP, Cornerstone). Proficient in Microsoft Excel and MS Office Suite. High attention to detail and strong analytical skills. Ability to handle sensitive information with confidentiality. Preferred CPP (Certified Payroll Professional) or SHRM-CP certification. Experience in manufacturing or hourly workforce environments. Bilingual (English/Spanish) is a plus. Key Competencies Accuracy and attention to detail Strong organizational and time management skills Problem-solving mindset Effective communication and customer service orientation Ability to manage multiple priorities Additional Information medmix is an equal opportunity employer, committed to the strength of a diverse workforce. 93% of our employees would go above and beyond to deliver results - do you have the drive to succeed? Join us and boost your career, starting today! All information will be kept confidential according to EEO guidelines.
09/28/2026
Full time
Job Description Job Description Company Description medmix is a global leader in high-precision delivery devices. We occupy leading positions in the healthcare, consumer, and industrial end-markets. Our customers benefit from our dedication to innovation and technological advancement that has resulted in over 900 active patents. Our 14 production sites worldwide, together with our highly motivated and experienced team of nearly 2,600 employees provide our customers with uncompromising quality, proximity, and agility. medmix is headquartered in Baar, Switzerland. Our shares are traded on the SIX Swiss Exchange (SIX: MEDX). Job Description The Payroll & HR Specialist will be responsible for managing end-to-end payroll processing while supporting key human resources functions at our Atlanta & Salem sites. This role ensures payroll accuracy, compliance with federal and state regulations, and delivers HR operational support including employee records management, onboarding, and benefits administration. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced environment. Key Responsibilities Payroll Administration Process full-cycle payroll (weekly/biweekly) for hourly and salaried employees. Ensure accurate calculation of wages, overtime, bonuses, benefits deductions, and other adjustments. Maintain payroll records and ensure compliance with federal, state, and local laws. Coordinate with finance to reconcile payroll accounts and resolve discrepancies. Support external or internal audit requests. Handle garnishments, tax filings, and benefits-related payroll deductions. Ensure proper allocation and integration of benefits costs into payroll. Act as primary point of contact for payroll-related employee inquiries. Benefits Administration Administer all employee benefits programs (medical, dental, vision, 401(k), etc.). Manage enrollments, life events, terminations, and benefits changes. Oversee benefits billing, vendor invoices, and reconciliation processes. Prepare and deliver benefits-related reports and analysis. Ensure accurate and timely integration/imputation of benefits data into payroll (deductions, employer contributions, adjustments). Partner with benefits providers to resolve discrepancies and ensure service quality. Support open enrollment process and employee communications. HR Operations Maintain and update employee records in HRIS, ensuring data accuracy and confidentiality. Support onboarding and offboarding processes (documentation, system setup, etc.). Ensure compliance with company policies, labor laws, and HR best practices. Support employee relations matters and escalate issues when needed. Assist with HR reporting and metrics (turnover, headcount, etc.). Partner with managers to support day-to-day HR needs. Qualifications Required Bachelor's degree in Human Resources, Business Administration, Accounting, or related field (or equivalent experience). 2-5 years of experience in payroll processing, benefits administration, and HR support. Strong knowledge of payroll laws and regulations (FLSA, tax compliance, etc.). Experience managing benefits billing, reporting, and payroll integration. Experience with HRIS and payroll systems (ADP, SAP, Cornerstone). Proficient in Microsoft Excel and MS Office Suite. High attention to detail and strong analytical skills. Ability to handle sensitive information with confidentiality. Preferred CPP (Certified Payroll Professional) or SHRM-CP certification. Experience in manufacturing or hourly workforce environments. Bilingual (English/Spanish) is a plus. Key Competencies Accuracy and attention to detail Strong organizational and time management skills Problem-solving mindset Effective communication and customer service orientation Ability to manage multiple priorities Additional Information medmix is an equal opportunity employer, committed to the strength of a diverse workforce. 93% of our employees would go above and beyond to deliver results - do you have the drive to succeed? Join us and boost your career, starting today! All information will be kept confidential according to EEO guidelines.
Job Description Job Description Position Summary The Bookkeeper / Office Support is a dual-function role that keeps the financial and administrative engine of Contractor General running accurately and efficiently. On the bookkeeping side, this person owns day-to-day financial recordkeeping - AP/AR, reconciliations, financial reporting, and supporting tax and audit preparation. On the office support side, they are the operational backbone of the branch office - handling customer-facing interactions, processing invoices and receipts, and making sure the administrative side of the business stays organized and professional. Contractor General is a company in build mode. This role requires flexibility, a willingness to pitch in where needed, and comfort operating without a fully defined playbook. The right person is detail-oriented, trustworthy with confidential information, and brings a customer-first attitude to everything they do. Key Responsibilities Bookkeeping & Financial Management Maintain accurate financial records using bookkeeping software (QuickBooks or similar) and Google Sheets Process accounts payable and receivable - paying bills, collecting outstanding balances, and managing creditor payments in a timely manner Reconcile all accounts on a regular basis to ensure accuracy and identify discrepancies Prepare financial statements, income and expenditure reports, and accounting summaries for management review Draw up the trial balance and year-end balance sheet Calculate and assist with tax preparation; stay current on applicable state and federal financial regulations Assist with audit preparation and provide supporting documentation as needed Maintain and secure all financial records - current and historical - in an organized and confidential manner Manage the petty cash fund, including tracking disbursements and replenishment Office Operations & Customer Service Process sales invoices, receipts, and returns accurately and in a timely manner Handle customer inquiries and complaints promptly and professionally, representing Contractor General in a positive and caring manner Maintain customer confidence by keeping service and financial information appropriately confidential Order and maintain office supplies inventory Maintain a clean, organized, and professional work environment Participate in ongoing training and professional development to stay current with relevant tools, regulations, and best practices Other Duties Support the General Manager and broader team with administrative tasks, special projects, and operational needs as the business grows and evolves Other duties as assigned - we are building something here, and everyone on the team pitches in Qualifications Required High school diploma or equivalent 2+ years of experience in bookkeeping, office administration, or a similar role Proficiency with bookkeeping or accounting software (QuickBooks or similar) Strong working knowledge of Google Workspace, particularly Google Sheets Solid understanding of basic accounting principles and financial recordkeeping High degree of accuracy, attention to detail, and organizational ability Strong interpersonal and communication skills with a customer-first attitude Ability to handle sensitive and confidential information with discretion Ability to manage multiple tasks and meet deadlines in a fast-paced environment Preferred Associate's degree in Accounting, Business, or a related field Experience in construction supply, building materials, or a trade-based business Familiarity with accounts payable and receivable in a product distribution or manufacturing environment Experience supporting HR or personnel administration functions Exposure to inventory reconciliation or operational cost tracking QuickBooks certification or equivalent credential
09/28/2026
Full time
Job Description Job Description Position Summary The Bookkeeper / Office Support is a dual-function role that keeps the financial and administrative engine of Contractor General running accurately and efficiently. On the bookkeeping side, this person owns day-to-day financial recordkeeping - AP/AR, reconciliations, financial reporting, and supporting tax and audit preparation. On the office support side, they are the operational backbone of the branch office - handling customer-facing interactions, processing invoices and receipts, and making sure the administrative side of the business stays organized and professional. Contractor General is a company in build mode. This role requires flexibility, a willingness to pitch in where needed, and comfort operating without a fully defined playbook. The right person is detail-oriented, trustworthy with confidential information, and brings a customer-first attitude to everything they do. Key Responsibilities Bookkeeping & Financial Management Maintain accurate financial records using bookkeeping software (QuickBooks or similar) and Google Sheets Process accounts payable and receivable - paying bills, collecting outstanding balances, and managing creditor payments in a timely manner Reconcile all accounts on a regular basis to ensure accuracy and identify discrepancies Prepare financial statements, income and expenditure reports, and accounting summaries for management review Draw up the trial balance and year-end balance sheet Calculate and assist with tax preparation; stay current on applicable state and federal financial regulations Assist with audit preparation and provide supporting documentation as needed Maintain and secure all financial records - current and historical - in an organized and confidential manner Manage the petty cash fund, including tracking disbursements and replenishment Office Operations & Customer Service Process sales invoices, receipts, and returns accurately and in a timely manner Handle customer inquiries and complaints promptly and professionally, representing Contractor General in a positive and caring manner Maintain customer confidence by keeping service and financial information appropriately confidential Order and maintain office supplies inventory Maintain a clean, organized, and professional work environment Participate in ongoing training and professional development to stay current with relevant tools, regulations, and best practices Other Duties Support the General Manager and broader team with administrative tasks, special projects, and operational needs as the business grows and evolves Other duties as assigned - we are building something here, and everyone on the team pitches in Qualifications Required High school diploma or equivalent 2+ years of experience in bookkeeping, office administration, or a similar role Proficiency with bookkeeping or accounting software (QuickBooks or similar) Strong working knowledge of Google Workspace, particularly Google Sheets Solid understanding of basic accounting principles and financial recordkeeping High degree of accuracy, attention to detail, and organizational ability Strong interpersonal and communication skills with a customer-first attitude Ability to handle sensitive and confidential information with discretion Ability to manage multiple tasks and meet deadlines in a fast-paced environment Preferred Associate's degree in Accounting, Business, or a related field Experience in construction supply, building materials, or a trade-based business Familiarity with accounts payable and receivable in a product distribution or manufacturing environment Experience supporting HR or personnel administration functions Exposure to inventory reconciliation or operational cost tracking QuickBooks certification or equivalent credential
GreenState Credit Union Member Service Representative US-IL-Westmont Job ID: # of Openings: 1 Category: Retail District - IL GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday-Friday 8:15am-5:15pm Saturday 8:30am-12:15pm Pay range for this hourly position is $19.47 - $22.76/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI468fdd78f5-
09/28/2026
Full time
GreenState Credit Union Member Service Representative US-IL-Westmont Job ID: # of Openings: 1 Category: Retail District - IL GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday-Friday 8:15am-5:15pm Saturday 8:30am-12:15pm Pay range for this hourly position is $19.47 - $22.76/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI468fdd78f5-
GreenState Credit Union Member Service Representative US-IA-Des Moines Job ID: # of Openings: 1 Category: Retail District - Central IA & NE GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours Monday - Friday 8:15am-5:30pm Saturday 8:30am-12:30pm Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI61f48c0e0f5a-8192
09/28/2026
Full time
GreenState Credit Union Member Service Representative US-IA-Des Moines Job ID: # of Openings: 1 Category: Retail District - Central IA & NE GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours Monday - Friday 8:15am-5:30pm Saturday 8:30am-12:30pm Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI61f48c0e0f5a-8192
GreenState Credit Union Member Service Representative US-IA-Davenport Job ID: # of Openings: 1 Category: Retail District - Eastern IA GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI6754dc39f5-
09/28/2026
Full time
GreenState Credit Union Member Service Representative US-IA-Davenport Job ID: # of Openings: 1 Category: Retail District - Eastern IA GreenState Credit Union Overview The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PI6754dc39f5-
GreenState Credit Union Member Service Representative US-IL-Rockford Job ID: # of Openings: 1 Category: Retail District - IL GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday - Friday 8:30am to 5:15pm Rotating Saturdays 8:30am- 12:15pm up to 3 a month Pay range for this hourly position is $19.47 - $22.76/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIace44ecc0bb8-8189
09/28/2026
Full time
GreenState Credit Union Member Service Representative US-IL-Rockford Job ID: # of Openings: 1 Category: Retail District - IL GreenState Credit Union Overview POSITION SUMMARY: The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Hours: Monday - Friday 8:30am to 5:15pm Rotating Saturdays 8:30am- 12:15pm up to 3 a month Pay range for this hourly position is $19.47 - $22.76/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Makes weekly outbound service calls to members. Answers member questions or refer members to appropriate departments or supervisors. Assists with member account discrepancies, statement problems, complaints and escalates as necessary. Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Maintains a satisfactory balancing record. Educates members and staff of the features and benefits of all our products and services. Refers products and services that benefit members to achieve team goals. Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation. Processes mail and night deposit transactions. Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders. Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day. Complete daily work including balancing and reconciliation of drawer offages. Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand . Assists in security procedures. Has access to and is accountable for office keys and combinations. Balances, maintains, and corrects the coin machine and cash recyclers. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications JOB REQUIREMENTS: Interpersonal skills to represent the Credit Union in a positive way. High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty. Thorough knowledge of deposit products and regulations. Accuracy in the handling of cash, recording daily transactions, and attention to detail. Good telephone manners and techniques. Ability to work with minimal direction and exercise sound judgment. Member account problem-solving skills. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Ability to develop and maintain effective working relationships as a cohesive team. High school diploma or the equivalent (i.e. GED). Cash handling, sales, and customer service experience desired. Must be bondable. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Reporting Relationship Reports to the Manager Retail Branch as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. PIace44ecc0bb8-8189
Customer Service Assistant I (CSA) Float Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / Onsite only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant I (CSA) Float: The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for the Customer Service Assistant I (CSA) Float: Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapts well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for the Customer Service Assistant I (CSA) Float: Highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understand and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. May float to another local branch to cover staffing if needed. Performs additional duties as required. This Job Description for the Customer Service Assistant I (CSA) Float describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PIb82b6-
09/28/2026
Full time
Customer Service Assistant I (CSA) Float Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / Onsite only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant I (CSA) Float: The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for the Customer Service Assistant I (CSA) Float: Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapts well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for the Customer Service Assistant I (CSA) Float: Highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understand and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. May float to another local branch to cover staffing if needed. Performs additional duties as required. This Job Description for the Customer Service Assistant I (CSA) Float describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PIb82b6-
Starting Salary: $45,000 (May be negotiable depending on experience) REQUIRED EXPERIENCE: Minimum of two (2) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with an emphasis in a Business or Accounting curriculum. WE OFFER: Medical benefits Dental benefits Vision benefits Life insurance 401K PTO LifeMart (employee discount program) Health Savings Account Flexible Spending Account LTD Insurance (employer paid) Paid Federal Bank holidays RESPONSIBILITIES INCLUDE: Directly supervises UB1 and UB2 staff to ensure efficient and accurate teller services. Ensures that UB 1 and 2's are providing complete and accurate debit and credit services to customers. Ensures that all debits and credits, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller side personnel, ATM services, and other paying and receiving activities. Ensures that all UB1 and 2's work as part of the customer service team and take advantage of new business referral opportunities, expand existing customer relationships and enhance customer relationships. Ensures that all UB1 and 2s follow customer service standards. Ensures the coordination of work, i.e., makes certain that the work of Teller side is coordinated with other positions in the branch office, with centralized operations personnel, and other Bank departments. Conducts monthly teller side audits and assists Assistant Branch Manager with other audits and operational duties as needed. Ensures accurate preparation of various reports as assigned by the Assistant Branch Manager. Ensures that all UB1s and 2s have an adequate supply of cash to conduct business; maintains level of cash according to approved cash management policies. Manages and balances vault, cash shipments, reconciliations, and cash transfers. Balances night depository activity and ATM machines. Ensures timely review of various branch reports for accuracy. Ensures timely submission of required reporting. Participates in weekly branch meetings. Participates in branch planned meetings. Operates as a back up to the Assistant Manager which includes assisting with platform side duties and management when necessary. Performs all UB 1 and UB 2 duties. (See UB 1 and UB 2 Job Descriptions) Participates with the Assistant Branch Manager in establishing specific goals for Teller side; implements strategies to achieve these goals. Determines work procedures, prepares work schedules, and expedites workflow. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that Teller staff adhere to the same. Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required. Reviews employee performance throughout the initial probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the branch office/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by Bank policy. Communicates with the Assistant Branch Manager, other supervisors, and appropriate staff personnel to integrate activities. Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals. Communicates effectively with BM. ABM, Regionals and Back Office First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Compensation details: 0 Yearly Salary PI964afd67e02e-6016
09/28/2026
Full time
Starting Salary: $45,000 (May be negotiable depending on experience) REQUIRED EXPERIENCE: Minimum of two (2) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with an emphasis in a Business or Accounting curriculum. WE OFFER: Medical benefits Dental benefits Vision benefits Life insurance 401K PTO LifeMart (employee discount program) Health Savings Account Flexible Spending Account LTD Insurance (employer paid) Paid Federal Bank holidays RESPONSIBILITIES INCLUDE: Directly supervises UB1 and UB2 staff to ensure efficient and accurate teller services. Ensures that UB 1 and 2's are providing complete and accurate debit and credit services to customers. Ensures that all debits and credits, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller side personnel, ATM services, and other paying and receiving activities. Ensures that all UB1 and 2's work as part of the customer service team and take advantage of new business referral opportunities, expand existing customer relationships and enhance customer relationships. Ensures that all UB1 and 2s follow customer service standards. Ensures the coordination of work, i.e., makes certain that the work of Teller side is coordinated with other positions in the branch office, with centralized operations personnel, and other Bank departments. Conducts monthly teller side audits and assists Assistant Branch Manager with other audits and operational duties as needed. Ensures accurate preparation of various reports as assigned by the Assistant Branch Manager. Ensures that all UB1s and 2s have an adequate supply of cash to conduct business; maintains level of cash according to approved cash management policies. Manages and balances vault, cash shipments, reconciliations, and cash transfers. Balances night depository activity and ATM machines. Ensures timely review of various branch reports for accuracy. Ensures timely submission of required reporting. Participates in weekly branch meetings. Participates in branch planned meetings. Operates as a back up to the Assistant Manager which includes assisting with platform side duties and management when necessary. Performs all UB 1 and UB 2 duties. (See UB 1 and UB 2 Job Descriptions) Participates with the Assistant Branch Manager in establishing specific goals for Teller side; implements strategies to achieve these goals. Determines work procedures, prepares work schedules, and expedites workflow. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that Teller staff adhere to the same. Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required. Reviews employee performance throughout the initial probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the branch office/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by Bank policy. Communicates with the Assistant Branch Manager, other supervisors, and appropriate staff personnel to integrate activities. Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals. Communicates effectively with BM. ABM, Regionals and Back Office First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Compensation details: 0 Yearly Salary PI964afd67e02e-6016
Job Description Job Description: Job Summary The Electrical Instructor - Commercial Construction is an experienced, safety-focused electrical professional responsible for delivering classroom and hands-on technical training to develop the knowledge, skills, safety awareness, and jobsite readiness of electrical employees. This position combines classroom instruction and hands-on lab and practical training, as well as assessment of technical skills. The Electrical Instructor delivers structured training covering electrical safety, trade mathematics, electrical theory, blueprint reading, National Electrical Code (NEC) concepts, conduit installation, wire pulling, device installation, grounding and bonding, testing, troubleshooting, and commercial electrical construction codes and practices. Training is delivered through two primary formats: short, topic-driven pilot sprints that provide focused, rapid-turn instruction on specific subjects such as NEC code updates or new installation techniques, and longer, outcome-designed learning pathways that build structured skill progression over multiple sessions. The Electrical Instructor translates real-world field experience into practical learning experiences that prepare employees to perform safely, efficiently, and professionally on commercial construction projects. The role requires an individual who can balance strong electrical trade knowledge with effective classroom facilitation, coaching, mentoring, and skills assessment. In addition to instructional duties, the Electrical Instructor screens job applicants' technical skills and abilities and collaborates with hiring managers to assess crew performance where necessary and address targeted skill or performance concerns. This position requires routine travel to support company training programs, regional operations, and project-specific workforce development needs. Essential Functions, Duties, and Responsibilities Tasks may include, but are not limited to the following: Technical Training & Instruction • Deliver structured classroom, and/or onsite lab, and hands-on electrical construction training using varied curriculum, lesson plans, demonstrations, practical exercises, and assessments. • Design and deliver both short, topic-driven pilot sprints for targeted or time-sensitive training needs (for example, NEC code updates or new installation techniques) and longer, outcome-designed training pathways that build structured skill progression over multiple sessions. • Provide instruction covering foundational through advanced commercial electrical construction concepts appropriate to the experience level of participants. • Test prep, code changes, and site-specific instruction • Maintain an effective balance between classroom instruction and applied learning. • Demonstrate proper electrical installation techniques and provide learners with supervised opportunities to practice and demonstrate competency. • Share real-world commercial construction experience, troubleshooting techniques, and lessons learned to connect technical concepts with field applications. • Adjust instructional methods based on learner experience, comprehension, skill level, and learning needs. • Reinforce company standards for safety, quality, productivity, professionalism, and workmanship throughout all training activities. Electrical Foundations & Theory Provide instruction and practical application in areas including: • Electrical terminology and fundamental electrical theory. • Ohm's Law and basic electrical calculations. • Series, parallel, and combination circuits. • AC and DC electrical concepts appropriate to the curriculum. • Trade mathematics, measurements, fractions, decimals, and electrical calculations. • Electrical symbols, wiring diagrams, and schematics. • National Electrical Code concepts and code navigation. • Electrical materials, components, boxes, fittings, and raceway systems. • Proper selection and use of electrical hand and power tools. Basic electrical testing and troubleshooting principles. Commercial Electrical Installation Teach, demonstrate, and assess proficiency in commercial electrical construction activities including: • Blueprint and electrical drawing interpretation. • Layout and installation of electrical raceway systems. • EMT and rigid conduit layout, bending, cutting, threading, and installation. • Installation and support of boxes, raceways, and electrical equipment. • Conduit fittings and proper installation methods. • Wire pulling and conductor identification. • Conductor preparation, splicing, and termination. • Installation of receptacles, switches, lighting devices, and related electrical components. • Branch circuit planning and installation. • Panelboard and circuit breaker installation concepts. • Grounding and bonding. • Grounding electrode and ground rod installation. • GFCI and AFCI concepts, installation, and testing. • Electrical voltage and continuity testing. • Proper use of multimeters and other electrical testing equipment. • Fault identification and troubleshooting. • Installation practices consistent with applicable NEC requirements, project specifications, and company standards. Blueprint & Construction Document Training • Teach learners how to read and interpret commercial construction drawings, electrical plans, specifications, and details. • Provide instruction on electrical symbols, legends, schedules, one-line diagrams, and applicable construction documentation. • Teach learners how electrical installations coordinate with architectural, mechanical, plumbing, structural, and other construction systems. • Reinforce the importance of following approved drawings, specifications, manufacturer instructions, and applicable codes. • Incorporate practical layout exercises and field scenarios into blueprint-reading instruction. Safety Leadership • Model and enforce company safety expectations during all classroom, lab, shop, and field training activities. • Reinforce proper selection, inspection, and use of Personal Protective Equipment (PPE). • Incorporate job hazard awareness, pre-task planning, safety briefings, and hazard recognition into training activities. • Teach and reinforce Lockout/Tagout (LOTO) procedures and electrical safe-work practices. • Provide instruction regarding shock hazards, arc-flash awareness, electrical hazard recognition, and applicable NFPA 70E concepts. • Demonstrate safe operation of hand tools, power tools, ladders, testing equipment, and electrical training equipment. • Maintain an organized training environment free from recognized hazards. • Immediately stop unsafe activities and provide corrective instruction when unsafe behaviors or conditions are identified. • Reinforce personal responsibility and accountability for jobsite safety. • Facilitate or coordinate OSHA 10 training when qualified and required by the training program. Employee Development & Coaching • Mentor and coach employees to develop technical competence, confidence, professionalism, and accountability. • Observe individual performance and provide timely and constructive feedback. • Identify employees requiring additional instruction, practice, or remediation and provide appropriate coaching. • Reinforce jobsite expectations related to attendance, punctuality, communication, teamwork, productivity, organization, and quality. • Help employees understand how classroom and lab skills translate to actual commercial construction activities. • Promote continuous learning and career development within the electrical trade. • Provide guidance regarding career electrical pathways and progression opportunities. • Reinforce crew leadership and safety leadership principles appropriate to the learner's experience level. • Collaborate with hiring managers to assess crew performance where necessary and address targeted skill or performance concerns through coaching, additional instruction, or remediation. Professional & Jobsite Readiness Provide instruction and coaching related to professional expectations, including: • Jobsite communication and professionalism. • Teamwork and working effectively with supervision and other trades. • Daily work planning and organization. • Proper care and accountability for tools and equipment. • Job documentation and work logs. • Material organization and housekeeping. • Productivity and workmanship expectations. • Construction site conduct and professional behavior. • Career development and advancement within the electrical trade. Skills Assessment & Evaluation • Administer written knowledge checks, practical exercises, skills demonstrations, and competency assessments. • Screen job applicants' electrical skills and abilities as part of the hiring process, providing objective, documented assessment results to support hiring decisions. • Administer and evaluate targeted skills testing for apprentices to verify competency progression and readiness for advancement. • Evaluate learner proficiency against established training standards. • Complete required skill verification and competency signoffs. • Provide individualized feedback regarding strengths and development opportunities. • Guide learners through hands-on projects or capstone exercises when included in the curriculum. • Conduct final program evaluations and provide recommendations regarding learner readiness or additional development needs. • Maintain objective and consistent evaluation standards. Training Administration • Maintain accurate attendance, completion, certification, competency, and performance records. • Document learner progress and maintain required training records in accordance with company procedures. • Maintain training rosters, skills matrices, evaluation forms, and certification documentation. • Enter and maintain training information within the company's Learning Management System (LMS) or other designated systems . click apply for full job details
09/28/2026
Full time
Job Description Job Description: Job Summary The Electrical Instructor - Commercial Construction is an experienced, safety-focused electrical professional responsible for delivering classroom and hands-on technical training to develop the knowledge, skills, safety awareness, and jobsite readiness of electrical employees. This position combines classroom instruction and hands-on lab and practical training, as well as assessment of technical skills. The Electrical Instructor delivers structured training covering electrical safety, trade mathematics, electrical theory, blueprint reading, National Electrical Code (NEC) concepts, conduit installation, wire pulling, device installation, grounding and bonding, testing, troubleshooting, and commercial electrical construction codes and practices. Training is delivered through two primary formats: short, topic-driven pilot sprints that provide focused, rapid-turn instruction on specific subjects such as NEC code updates or new installation techniques, and longer, outcome-designed learning pathways that build structured skill progression over multiple sessions. The Electrical Instructor translates real-world field experience into practical learning experiences that prepare employees to perform safely, efficiently, and professionally on commercial construction projects. The role requires an individual who can balance strong electrical trade knowledge with effective classroom facilitation, coaching, mentoring, and skills assessment. In addition to instructional duties, the Electrical Instructor screens job applicants' technical skills and abilities and collaborates with hiring managers to assess crew performance where necessary and address targeted skill or performance concerns. This position requires routine travel to support company training programs, regional operations, and project-specific workforce development needs. Essential Functions, Duties, and Responsibilities Tasks may include, but are not limited to the following: Technical Training & Instruction • Deliver structured classroom, and/or onsite lab, and hands-on electrical construction training using varied curriculum, lesson plans, demonstrations, practical exercises, and assessments. • Design and deliver both short, topic-driven pilot sprints for targeted or time-sensitive training needs (for example, NEC code updates or new installation techniques) and longer, outcome-designed training pathways that build structured skill progression over multiple sessions. • Provide instruction covering foundational through advanced commercial electrical construction concepts appropriate to the experience level of participants. • Test prep, code changes, and site-specific instruction • Maintain an effective balance between classroom instruction and applied learning. • Demonstrate proper electrical installation techniques and provide learners with supervised opportunities to practice and demonstrate competency. • Share real-world commercial construction experience, troubleshooting techniques, and lessons learned to connect technical concepts with field applications. • Adjust instructional methods based on learner experience, comprehension, skill level, and learning needs. • Reinforce company standards for safety, quality, productivity, professionalism, and workmanship throughout all training activities. Electrical Foundations & Theory Provide instruction and practical application in areas including: • Electrical terminology and fundamental electrical theory. • Ohm's Law and basic electrical calculations. • Series, parallel, and combination circuits. • AC and DC electrical concepts appropriate to the curriculum. • Trade mathematics, measurements, fractions, decimals, and electrical calculations. • Electrical symbols, wiring diagrams, and schematics. • National Electrical Code concepts and code navigation. • Electrical materials, components, boxes, fittings, and raceway systems. • Proper selection and use of electrical hand and power tools. Basic electrical testing and troubleshooting principles. Commercial Electrical Installation Teach, demonstrate, and assess proficiency in commercial electrical construction activities including: • Blueprint and electrical drawing interpretation. • Layout and installation of electrical raceway systems. • EMT and rigid conduit layout, bending, cutting, threading, and installation. • Installation and support of boxes, raceways, and electrical equipment. • Conduit fittings and proper installation methods. • Wire pulling and conductor identification. • Conductor preparation, splicing, and termination. • Installation of receptacles, switches, lighting devices, and related electrical components. • Branch circuit planning and installation. • Panelboard and circuit breaker installation concepts. • Grounding and bonding. • Grounding electrode and ground rod installation. • GFCI and AFCI concepts, installation, and testing. • Electrical voltage and continuity testing. • Proper use of multimeters and other electrical testing equipment. • Fault identification and troubleshooting. • Installation practices consistent with applicable NEC requirements, project specifications, and company standards. Blueprint & Construction Document Training • Teach learners how to read and interpret commercial construction drawings, electrical plans, specifications, and details. • Provide instruction on electrical symbols, legends, schedules, one-line diagrams, and applicable construction documentation. • Teach learners how electrical installations coordinate with architectural, mechanical, plumbing, structural, and other construction systems. • Reinforce the importance of following approved drawings, specifications, manufacturer instructions, and applicable codes. • Incorporate practical layout exercises and field scenarios into blueprint-reading instruction. Safety Leadership • Model and enforce company safety expectations during all classroom, lab, shop, and field training activities. • Reinforce proper selection, inspection, and use of Personal Protective Equipment (PPE). • Incorporate job hazard awareness, pre-task planning, safety briefings, and hazard recognition into training activities. • Teach and reinforce Lockout/Tagout (LOTO) procedures and electrical safe-work practices. • Provide instruction regarding shock hazards, arc-flash awareness, electrical hazard recognition, and applicable NFPA 70E concepts. • Demonstrate safe operation of hand tools, power tools, ladders, testing equipment, and electrical training equipment. • Maintain an organized training environment free from recognized hazards. • Immediately stop unsafe activities and provide corrective instruction when unsafe behaviors or conditions are identified. • Reinforce personal responsibility and accountability for jobsite safety. • Facilitate or coordinate OSHA 10 training when qualified and required by the training program. Employee Development & Coaching • Mentor and coach employees to develop technical competence, confidence, professionalism, and accountability. • Observe individual performance and provide timely and constructive feedback. • Identify employees requiring additional instruction, practice, or remediation and provide appropriate coaching. • Reinforce jobsite expectations related to attendance, punctuality, communication, teamwork, productivity, organization, and quality. • Help employees understand how classroom and lab skills translate to actual commercial construction activities. • Promote continuous learning and career development within the electrical trade. • Provide guidance regarding career electrical pathways and progression opportunities. • Reinforce crew leadership and safety leadership principles appropriate to the learner's experience level. • Collaborate with hiring managers to assess crew performance where necessary and address targeted skill or performance concerns through coaching, additional instruction, or remediation. Professional & Jobsite Readiness Provide instruction and coaching related to professional expectations, including: • Jobsite communication and professionalism. • Teamwork and working effectively with supervision and other trades. • Daily work planning and organization. • Proper care and accountability for tools and equipment. • Job documentation and work logs. • Material organization and housekeeping. • Productivity and workmanship expectations. • Construction site conduct and professional behavior. • Career development and advancement within the electrical trade. Skills Assessment & Evaluation • Administer written knowledge checks, practical exercises, skills demonstrations, and competency assessments. • Screen job applicants' electrical skills and abilities as part of the hiring process, providing objective, documented assessment results to support hiring decisions. • Administer and evaluate targeted skills testing for apprentices to verify competency progression and readiness for advancement. • Evaluate learner proficiency against established training standards. • Complete required skill verification and competency signoffs. • Provide individualized feedback regarding strengths and development opportunities. • Guide learners through hands-on projects or capstone exercises when included in the curriculum. • Conduct final program evaluations and provide recommendations regarding learner readiness or additional development needs. • Maintain objective and consistent evaluation standards. Training Administration • Maintain accurate attendance, completion, certification, competency, and performance records. • Document learner progress and maintain required training records in accordance with company procedures. • Maintain training rosters, skills matrices, evaluation forms, and certification documentation. • Enter and maintain training information within the company's Learning Management System (LMS) or other designated systems . click apply for full job details
Assistant Branch Manager I Department: Branch Administration Reports to: Market Manager Supervises: Teller and Customer Service Staff Status: Full-time / Exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Assistant Branch Manager I: Assist the Market Manager in the day-to-day operations of the branch to ensure efficiency and adherence with established regulatory, compliance and operating policies and procedures. Provide on-going guidance and training to branch staff on products, services, processes, procedures, etc. Confer and participate with the Market Manager in resolving personnel issues, and in hiring and scheduling staff. Complete employee performance evaluations and other documentation for their Market Manager's review as needed. Oversee workflow and teller and customer service activities independently in the absence of the Market Manager. Sales production responsibilities for new deposit and consumer loans. Answers questions on all services the financial institution provides and is proficient in recognizing sales and quality referral opportunities. Job Requirements for Assistant Branch Manager I: Three or more years of prior supervisory, sales, service and operations experience in a financial institution is necessary. Proficient verbal and written communication. Proven strong customer sales, service and interpersonal skills. Ability to work independently as well as with a variety of people in a team environment. Adapt easily to change and is able to effectively handle multiple tasks. Excellent organizational, problem resolution, technical and computer skills. Proven supervisory skills with the ability to effectively motivate and direct the activities of others. Proficient knowledge of branch, teller and customer services processes, policies, guidelines and operating procedures. Specific Job Functions for Assistant Branch Manager I: Manage overall daily branch operations and ensures staff's on-going compliance with the Bank's operating procedures, policies and guidelines. Responsible for insuring branch cash audits and routine audit/security reports are completed and submitted on schedule. Oversee teller and customer service staffing schedules to ensure adequate coverage and efficient workflows are maintained. Coach, mentor and provide on-going cross training of staff to build their skills and knowledge in various areas including operations, compliance, sales and service. Engage in sales activities to promote Partners Bank products and services to existing customers and prospects. Proficient in the sale, service and personal production of all deposit and consumer loan products and services. Participate in the preparation and delivery of employee performance evaluations and documentation. Provide input in the hiring of branch tellers and customer service staff, and employee disciplinary action plans. Capable of managing the branch temporarily in the Market Manager's absence Represent the bank at various community events and encourages staff participation. Perform additional duties as required. This Job Description for the Assistant Branch Manager I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 8 Yearly Salary PI5589cae5aa5e-8024
09/28/2026
Full time
Assistant Branch Manager I Department: Branch Administration Reports to: Market Manager Supervises: Teller and Customer Service Staff Status: Full-time / Exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Assistant Branch Manager I: Assist the Market Manager in the day-to-day operations of the branch to ensure efficiency and adherence with established regulatory, compliance and operating policies and procedures. Provide on-going guidance and training to branch staff on products, services, processes, procedures, etc. Confer and participate with the Market Manager in resolving personnel issues, and in hiring and scheduling staff. Complete employee performance evaluations and other documentation for their Market Manager's review as needed. Oversee workflow and teller and customer service activities independently in the absence of the Market Manager. Sales production responsibilities for new deposit and consumer loans. Answers questions on all services the financial institution provides and is proficient in recognizing sales and quality referral opportunities. Job Requirements for Assistant Branch Manager I: Three or more years of prior supervisory, sales, service and operations experience in a financial institution is necessary. Proficient verbal and written communication. Proven strong customer sales, service and interpersonal skills. Ability to work independently as well as with a variety of people in a team environment. Adapt easily to change and is able to effectively handle multiple tasks. Excellent organizational, problem resolution, technical and computer skills. Proven supervisory skills with the ability to effectively motivate and direct the activities of others. Proficient knowledge of branch, teller and customer services processes, policies, guidelines and operating procedures. Specific Job Functions for Assistant Branch Manager I: Manage overall daily branch operations and ensures staff's on-going compliance with the Bank's operating procedures, policies and guidelines. Responsible for insuring branch cash audits and routine audit/security reports are completed and submitted on schedule. Oversee teller and customer service staffing schedules to ensure adequate coverage and efficient workflows are maintained. Coach, mentor and provide on-going cross training of staff to build their skills and knowledge in various areas including operations, compliance, sales and service. Engage in sales activities to promote Partners Bank products and services to existing customers and prospects. Proficient in the sale, service and personal production of all deposit and consumer loan products and services. Participate in the preparation and delivery of employee performance evaluations and documentation. Provide input in the hiring of branch tellers and customer service staff, and employee disciplinary action plans. Capable of managing the branch temporarily in the Market Manager's absence Represent the bank at various community events and encourages staff participation. Perform additional duties as required. This Job Description for the Assistant Branch Manager I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 8 Yearly Salary PI5589cae5aa5e-8024
Customer Service Assistant I (CSA) - Part-Time Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Part Time - 29 hours per week / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Part-Time Customer Service Assistant (CSA): Perform a variety of teller and customer service duties as needed. Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for Part-Time Customer Service Assistant (CSA): Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapt well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for Part-Time Customer Service Assistant (CSA): Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understands and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Part-Time customer Service Assistant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PId16b54aeba37-7426
09/28/2026
Full time
Customer Service Assistant I (CSA) - Part-Time Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Part Time - 29 hours per week / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Part-Time Customer Service Assistant (CSA): Perform a variety of teller and customer service duties as needed. Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for Part-Time Customer Service Assistant (CSA): Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapt well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for Part-Time Customer Service Assistant (CSA): Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understands and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Part-Time customer Service Assistant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PId16b54aeba37-7426
Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristicof our industry.If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment) Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor's degree or equivalent, or equivalent work-related experience 4+ years financial sales leadership experiencePreferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross-enterprise partnerships Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadershipIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
09/28/2026
Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristicof our industry.If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment) Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor's degree or equivalent, or equivalent work-related experience 4+ years financial sales leadership experiencePreferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management, and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross-enterprise partnerships Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadershipIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Customer Service Assistant I (CSA) Float Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / Onsite only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant I (CSA) Float: The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for the Customer Service Assistant I (CSA) Float: Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapts well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for the Customer Service Assistant I (CSA) Float: Highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understand and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. May float to another local branch to cover staffing if needed. Performs additional duties as required. This Job Description for the Customer Service Assistant I (CSA) Float describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PIb82b6-
09/28/2026
Full time
Customer Service Assistant I (CSA) Float Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / Onsite only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant I (CSA) Float: The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for the Customer Service Assistant I (CSA) Float: Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapts well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for the Customer Service Assistant I (CSA) Float: Highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understand and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. May float to another local branch to cover staffing if needed. Performs additional duties as required. This Job Description for the Customer Service Assistant I (CSA) Float describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PIb82b6-
Are you looking for a leadership position where you get to develop a team the right way? We're expanding our real estate brokerage and looking for a full-time real estate managing broker who can help turn our entire team of real estate agents into top producers. You'll be responsible for overseeing organizational operations, training/caching agents, and ensuring that we meet our company goals. If you're a driven communicator who loves to help others succeed, start your application today! Compensation: $60,000 - $80,000 yearly Responsibilities: Grow the brokerage office by recruiting new realtors that will make excellent team members Oversee all operational responsibilities of the brokerage including the company's MLS listings and all real estate transactions Ensure the brokerage and agents are adhering to all company policies and procedures and abiding by all state and national Fair Housing and real-estate law Cooperate with the leadership team on a retention strategy to ensure we keep our top-performing real estate agents Qualifications: At least 3+ years of experience as a licensed, actively practicing agent at a real estate company Superb customer service and communication skills Expertise in the real estate industry and all state and national Fair Housing and real-estate laws to ensure compliance for our brokerage The management and leadership skills to successfully guide a team of high-performing real estate agents About Company HUNT Real Estate Corporation stands as the umbrella entity overseeing HUNT Real Estate ERA, a network comprising 50+ residential branch offices spanning New York State and Massachusetts. Pioneering its services since 1911, HUNT proudly maintains its status as the oldest and most successful family-owned and operated real estate and homeownership services organization in New York. Nationally recognized, HUNT holds the 28th position in closed transactions according to RISMedia. The company's extensive portfolio extends to include a commercial brokerage, mortgage banking firm, insurance agency, and title agency. Guided by the vision "Always There for You" and the mission "Successful Professionals. Growing Profitably. Providing Superior Service," HUNT Real Estate remains committed to excellence across its entire spectrum of operations. For further details about HUNT Real Estate, please visit . Compensation details: 0 Yearly Salary PI095073c78f02-9923
09/28/2026
Full time
Are you looking for a leadership position where you get to develop a team the right way? We're expanding our real estate brokerage and looking for a full-time real estate managing broker who can help turn our entire team of real estate agents into top producers. You'll be responsible for overseeing organizational operations, training/caching agents, and ensuring that we meet our company goals. If you're a driven communicator who loves to help others succeed, start your application today! Compensation: $60,000 - $80,000 yearly Responsibilities: Grow the brokerage office by recruiting new realtors that will make excellent team members Oversee all operational responsibilities of the brokerage including the company's MLS listings and all real estate transactions Ensure the brokerage and agents are adhering to all company policies and procedures and abiding by all state and national Fair Housing and real-estate law Cooperate with the leadership team on a retention strategy to ensure we keep our top-performing real estate agents Qualifications: At least 3+ years of experience as a licensed, actively practicing agent at a real estate company Superb customer service and communication skills Expertise in the real estate industry and all state and national Fair Housing and real-estate laws to ensure compliance for our brokerage The management and leadership skills to successfully guide a team of high-performing real estate agents About Company HUNT Real Estate Corporation stands as the umbrella entity overseeing HUNT Real Estate ERA, a network comprising 50+ residential branch offices spanning New York State and Massachusetts. Pioneering its services since 1911, HUNT proudly maintains its status as the oldest and most successful family-owned and operated real estate and homeownership services organization in New York. Nationally recognized, HUNT holds the 28th position in closed transactions according to RISMedia. The company's extensive portfolio extends to include a commercial brokerage, mortgage banking firm, insurance agency, and title agency. Guided by the vision "Always There for You" and the mission "Successful Professionals. Growing Profitably. Providing Superior Service," HUNT Real Estate remains committed to excellence across its entire spectrum of operations. For further details about HUNT Real Estate, please visit . Compensation details: 0 Yearly Salary PI095073c78f02-9923
Goldsboro Builders Supply Family of Companies
Goldsboro, North Carolina
Goldsboro Builders Supply is seeking a strategic and business-savvy Director of Business Systems & Epicor BisTrack to lead the optimization and long-term evolution of our business systems infrastructure. This high-impact leadership role serves as the organization's primary expert for Epicor BisTrack and is responsible for aligning technology, data, reporting, and business processes across our growing family of building materials companies. Reporting directly to the CFO, this position will partner closely with executive leadership, operations, sales, purchasing, inventory management, logistics, and accounting teams to improve performance and drive business results. The ideal candidate combines strong ERP expertise with business acumen, analytical skills, project leadership experience, and a passion for continuous improvement. Why This Role Matters As our Director of Business Systems & Epicor BisTrack, you will play a key role in helping leadership make better business decisions, improving operational efficiency, enhancing reporting capabilities, and maximizing the value of our technology investments across multiple locations. This is more than an ERP administration role. It's an opportunity to influence company strategy, modernize processes, and help drive the future of a leading building materials organization. What You'll Do ERP & Business Systems Leadership Serve as the company's primary subject matter expert for Epicor BisTrack. Lead the strategic administration, optimization, enhancement, and support of BisTrack and related business applications. Develop and execute a systems roadmap aligned with business objectives. Evaluate existing processes and system capabilities to identify improvement opportunities. Oversee ERP upgrades, testing, implementations, and system enhancements. Collaborate with department leaders to maximize system utilization and effectiveness. Business Process Improvement Partner with leadership to improve operational efficiency through technology. Analyze workflows and implement best practices across the organization. Lead cross-functional initiatives involving: Sales Purchasing Inventory Management Logistics Accounting Identify and implement automation opportunities that reduce manual processes and improve data accuracy. Business Intelligence & Analytics Develop, maintain, and enhance business dashboards and reporting tools. Deliver meaningful analytics that support executive decision-making. Provide reporting and performance insights related to: Sales Gross Margin Inventory Performance Purchasing Fleet & Delivery Operations Branch Performance Transform complex data into actionable business intelligence. Systems Integration & Technology Management Lead integrations between BisTrack and other business platforms, including: CRM Systems eCommerce Platforms Fleet Management Solutions Business Intelligence Tools Vendor Applications Manage technology vendors, consultants, and implementation partners. Evaluate emerging technologies that support growth and operational excellence. User Training & Support Champion ERP adoption and continuous learning throughout the organization. Develop training programs, user documentation, and standard operating procedures. Support branch managers and department leaders in maximizing system effectiveness. Provide leadership and guidance on system best practices. Data Governance & Security Maintain high standards of data integrity and system accuracy. Establish governance processes and business system controls. Partner with internal and outsourced IT resources to maintain secure environments and support cybersecurity initiatives. Project Leadership Lead technology and business process improvement projects from planning through implementation. Manage project timelines, priorities, budgets, and stakeholder communication. Coordinate internal teams, software vendors, and external partners to ensure successful outcomes. Required Experience 5+ years of ERP systems administration, implementation, or business systems management experience. 3+ years of leadership, project leadership, or management experience. Proven experience leading business process improvement initiatives. Strong business analysis, reporting, and problem-solving capabilities. Experience working across multiple functional departments. Preferred Experience Significant Epicor BisTrack experience strongly preferred. Experience within: Lumber & Building Materials Wholesale Distribution Construction Supply Manufacturing Specialty Building Products Experience with business intelligence platforms, dashboards, and data analytics tools. Knowledge of inventory, purchasing, accounting, logistics, fleet management, and operational workflows. Education Bachelor's degree in Information Systems, Business Administration, Supply Chain Management, Accounting, or a related field preferred. Equivalent experience will be considered. PIc1e32ef52e19-0076
09/28/2026
Full time
Goldsboro Builders Supply is seeking a strategic and business-savvy Director of Business Systems & Epicor BisTrack to lead the optimization and long-term evolution of our business systems infrastructure. This high-impact leadership role serves as the organization's primary expert for Epicor BisTrack and is responsible for aligning technology, data, reporting, and business processes across our growing family of building materials companies. Reporting directly to the CFO, this position will partner closely with executive leadership, operations, sales, purchasing, inventory management, logistics, and accounting teams to improve performance and drive business results. The ideal candidate combines strong ERP expertise with business acumen, analytical skills, project leadership experience, and a passion for continuous improvement. Why This Role Matters As our Director of Business Systems & Epicor BisTrack, you will play a key role in helping leadership make better business decisions, improving operational efficiency, enhancing reporting capabilities, and maximizing the value of our technology investments across multiple locations. This is more than an ERP administration role. It's an opportunity to influence company strategy, modernize processes, and help drive the future of a leading building materials organization. What You'll Do ERP & Business Systems Leadership Serve as the company's primary subject matter expert for Epicor BisTrack. Lead the strategic administration, optimization, enhancement, and support of BisTrack and related business applications. Develop and execute a systems roadmap aligned with business objectives. Evaluate existing processes and system capabilities to identify improvement opportunities. Oversee ERP upgrades, testing, implementations, and system enhancements. Collaborate with department leaders to maximize system utilization and effectiveness. Business Process Improvement Partner with leadership to improve operational efficiency through technology. Analyze workflows and implement best practices across the organization. Lead cross-functional initiatives involving: Sales Purchasing Inventory Management Logistics Accounting Identify and implement automation opportunities that reduce manual processes and improve data accuracy. Business Intelligence & Analytics Develop, maintain, and enhance business dashboards and reporting tools. Deliver meaningful analytics that support executive decision-making. Provide reporting and performance insights related to: Sales Gross Margin Inventory Performance Purchasing Fleet & Delivery Operations Branch Performance Transform complex data into actionable business intelligence. Systems Integration & Technology Management Lead integrations between BisTrack and other business platforms, including: CRM Systems eCommerce Platforms Fleet Management Solutions Business Intelligence Tools Vendor Applications Manage technology vendors, consultants, and implementation partners. Evaluate emerging technologies that support growth and operational excellence. User Training & Support Champion ERP adoption and continuous learning throughout the organization. Develop training programs, user documentation, and standard operating procedures. Support branch managers and department leaders in maximizing system effectiveness. Provide leadership and guidance on system best practices. Data Governance & Security Maintain high standards of data integrity and system accuracy. Establish governance processes and business system controls. Partner with internal and outsourced IT resources to maintain secure environments and support cybersecurity initiatives. Project Leadership Lead technology and business process improvement projects from planning through implementation. Manage project timelines, priorities, budgets, and stakeholder communication. Coordinate internal teams, software vendors, and external partners to ensure successful outcomes. Required Experience 5+ years of ERP systems administration, implementation, or business systems management experience. 3+ years of leadership, project leadership, or management experience. Proven experience leading business process improvement initiatives. Strong business analysis, reporting, and problem-solving capabilities. Experience working across multiple functional departments. Preferred Experience Significant Epicor BisTrack experience strongly preferred. Experience within: Lumber & Building Materials Wholesale Distribution Construction Supply Manufacturing Specialty Building Products Experience with business intelligence platforms, dashboards, and data analytics tools. Knowledge of inventory, purchasing, accounting, logistics, fleet management, and operational workflows. Education Bachelor's degree in Information Systems, Business Administration, Supply Chain Management, Accounting, or a related field preferred. Equivalent experience will be considered. PIc1e32ef52e19-0076
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Bay City, MI. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Financial advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Language Assessments No Required or Preferred Language Assessments Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
09/28/2026
Full time
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management, you will be based in Bay City, MI. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Financial advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently. Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed. Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity. Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling. Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required. Language Assessments No Required or Preferred Language Assessments Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Branch Manager , you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsibl e for increasing branch revenue while expanding its client base . Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching , sales process management, training delivery, performance management and recognition , client presentations, interviewing prospective employees, collaborating with business partners , sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required ( may be obtained within a 9 0-day condition of employment) Active and valid Series 9/10 license required ( may be obtained within a 9 0-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor's degree or equivalent , or equivalent work - related experience 4 + years financial sales leadership experience Preferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management , and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross - enterprise partnerships Strong candidates will also have e xcellent communication skills and a track record of success in sales and sales leadership In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
09/28/2026
Full time
Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Branch Manager , you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsibl e for increasing branch revenue while expanding its client base . Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching , sales process management, training delivery, performance management and recognition , client presentations, interviewing prospective employees, collaborating with business partners , sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required ( may be obtained within a 9 0-day condition of employment) Active and valid Series 9/10 license required ( may be obtained within a 9 0-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor's degree or equivalent , or equivalent work - related experience 4 + years financial sales leadership experience Preferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management , and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross - enterprise partnerships Strong candidates will also have e xcellent communication skills and a track record of success in sales and sales leadership In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Position Type: Regular Your opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. Apply active listening and thoughtful questioning to align solutions to client goals Build relationship management skills through timely, accurate, client-focused support Manage priorities effectively across outreach, follow-up, and administrative work Demonstrate resilience and motivation in achieving individual and team goals Collaborate with Financial Consultants and branch leaders to enhance client experience Take ownership of your learning, results, and professional growth Why you're set up for success: Training and Development Start with Wealth Management University -a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'll be supported by leaders who invest in your growth and continuous development over time. Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance. What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred The skills you bring: Motivation Demonstrate strong ownership, persistence, and drive in achieving goals Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes Adaptability Actively seek, receive, and apply feedback to strengthen performance Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach Time Management Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results Influencing Others Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions Entrepreneurial Orientation Take initiative to identify opportunities, expand client relationships, and contribute to business growth Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
09/28/2026
Full time
Position Type: Regular Your opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. Apply active listening and thoughtful questioning to align solutions to client goals Build relationship management skills through timely, accurate, client-focused support Manage priorities effectively across outreach, follow-up, and administrative work Demonstrate resilience and motivation in achieving individual and team goals Collaborate with Financial Consultants and branch leaders to enhance client experience Take ownership of your learning, results, and professional growth Why you're set up for success: Training and Development Start with Wealth Management University -a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'll be supported by leaders who invest in your growth and continuous development over time. Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance. What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred The skills you bring: Motivation Demonstrate strong ownership, persistence, and drive in achieving goals Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes Adaptability Actively seek, receive, and apply feedback to strengthen performance Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach Time Management Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results Influencing Others Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions Entrepreneurial Orientation Take initiative to identify opportunities, expand client relationships, and contribute to business growth Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Customer Service Assistant I (CSA) - Part-Time Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Part Time - 29 hours per week / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Part-Time Customer Service Assistant (CSA): Perform a variety of teller and customer service duties as needed. Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for Part-Time Customer Service Assistant (CSA): Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapt well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for Part-Time Customer Service Assistant (CSA): Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understands and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Part-Time customer Service Assistant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PId16b54aeba37-7426
09/28/2026
Full time
Customer Service Assistant I (CSA) - Part-Time Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Part Time - 29 hours per week / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Part-Time Customer Service Assistant (CSA): Perform a variety of teller and customer service duties as needed. Highly proficient in the processing of teller transactions, and able to complete basic customer service-related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the CSA will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for Part-Time Customer Service Assistant (CSA): Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapt well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for Part-Time Customer Service Assistant (CSA): Highly proficient in the processing of various teller transactions and routine customer service related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understands and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Part-Time customer Service Assistant describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Compensation details: 18-23.63 Hourly Wage PId16b54aeba37-7426
Position Type: Regular Your opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. Why you're set up for success You'll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You'll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab's four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership-empowering you to shape your future and make a difference for yourself, your clients, and your community. You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase-rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation Charles Schwab What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients' progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
09/28/2026
Full time
Position Type: Regular Your opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. Why you're set up for success You'll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You'll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab's four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership-empowering you to shape your future and make a difference for yourself, your clients, and your community. You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase-rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation Charles Schwab What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. CFP Certification is a plus. ( If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients' progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
