6 Banking jobs

The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization’s core values. ESSENTIAL DUTIES AND RESPONSIBILITIES Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services. Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs. Responds to member’s requests, problems, and complaints and/or direct them to the proper person for specific information or assistance. Build positive relationships with other lines of business by interacting with other business units. Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs. Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies. Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization. Volunteer for SEG sign-ups and other credit union activities. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. QUALIFICATIONS High school diploma or GED. Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses. Excellent interpersonal, verbal and written communication skills. Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations Minimal travel amongst branches may be required. PHYSICAL REQUIREMENTS The ability to sit and/or stand for extended periods.   In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Telephone Sales & Service Representative respond to inbound calls from members. Assess service and resolve members’ needs. Perform transactions by phone. Promote products and services appropriate to the members’ needs. Assist members with consumer loan products and intake loan applications by phone. ESSENTIAL DUTIES AND RESPONSIBILITIES : Respond to member inquiries, process transactions and open accounts. Provide members with a WOW member experience. Defuse irate members. Assist members with Andrews Federal Credit Union consumer loans to include Home Equity loans by phone. Intake loan applications and respond to members’ inquiries regarding loan status. Cross-sell and up sell credit union products and services to meet the needs of the members and to meet production goals to achieve service level standards. Perform routine follow-up call on membership referrals, to include sub-account referrals, to increase membership in support of Andrews Federal’s membership growth goals. Place outbound calls to members to promote product/service campaigns and/or to educate members on current/upcoming initiatives. Support and provide superior service through various channels of communications to include telephone, internet and email. Deliver a high level of member service, measured against production goals and service level standards. Accurately track daily work efforts. Provide on-the-job training to new hires as needed/instructed. Exercise the flexibility to work various shifts, to include early mornings, evenings and weekends to meet department staffing requirements with limited notice on a short and/or long term basis. Maintain a current knowledge of products, services and regulatory requirements and applies knowledge in servicing the membership and potential members. Maintain a current knowledge of and adhere to policies, procedures and security measures. Remain cognizant of and adhere to Andrews Federal policies and procedures and regulations pertaining to the Bank Secrecy Act. Attend work regularly; limit tardiness and absences according to personnel policies regarding leave usage. Interact with co-workers, managers and members in an appropriate and professional manner which projects a positive image. Perfom other duties as assigned. QUALIFICATIONS : Must be bilingual (English/Spanish) Requires one year of experience in a call center or in a financial institution providing customer/member service. Highly effective customer service and sales skills. Must possess excellent computer navigation skills and a working knowledge of MS Office Word, Outlook, and Excel. Must exhibit excellent organization skills and attention to detail. Excellent written, verbal and interpersonal communication skills are a must. PHYSICAL REQUIREMENTS : The ability to sit for extended periods of time and to utilize a telephone, computer, keyboard and copier/printer. Moderate noise level in a fast paced open office environment with light traffic. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This exciting and dynamic opportunity will challenge the ideal candidate to develop delightful, yet applicable visual designs that convey the organization’s Brand Mantra. This is a very critical role, central to all of our products and services and will be responsible for a range of duties that involve all the aspects of the Brand. Our ideal candidate thrives on creative inspiration, enjoys collaborating with team members, and can drive multiple projects at the same time.   ESSENTIAL DUTIES           The position’s essential duties include the following:  Be an ambassador for the Brand, and do whatever it takes to be awesome! Direct accountability for the creation, completion and quality of a variety of design driven deliverables including digital, web, print, direct mail, out of home, and more. Facilitate great design by cultivating and maintaining positive team member relationships. Develop an understanding of customer journey and behavior targeting methodologies to build user-friendly digital experiences in 3rd party marketing platforms. Support design decisions with creative/strategic reasoning. Establish and maintain best practices and design methods for art direction and stay abreast of rich media techniques, emerging technologies, and latest web trends. Prepare display materials for events, trade shows, seminars, and presentations. Maintain design files in the Digital Asset Management System Create and manage project scopes, budgets and work-plans. Coordinate the distribution of design work to internal and external partners. Ensure brand guidelines and standards are adhered to at all times. Identify and maintain industry related regulatory (compliance) requirements. Perform all other related duties as assigned. Ensure the confidentiality of all information and transactions regarding the credit union, its employees, members and partners. Acknowledge, understand, and abide by all Andrews Federal Credit Union policies and procedures. Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.   REQUIRED EXPERIENCE Possess a strong foundation of visual design fundamentals (typography, iconography, composition, color, layout, etc.) Outstanding creativity, enthusiasm, sense of humor and team spirit. Proficiency with Adobe Creative Cloud products, especially InDesign, Illustrator and Photoshop, as well as presentation software such as Keynote and/or PowerPoint. HTML/CSS experience with working knowledge of Web Content Management Systems preferred. Ability to manage projects in an agile work environment a plus. Strong written and verbal communication skills. Calm, flexible and able to work under pressure with short deadlines. 3+ years of experience in a graphic design role with a demonstrated background of digital design required. Bachelor’s degree is required.   PHYSICAL REQUIREMENTS Requires the ability to sit at a desk and computer for extended periods of time. Must be able to operate personal computer, telephone and fax machine. Flexible work schedule is an option. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

On a full time basis we are looking for people to learn the financial services business. We have a proven mentorship program to give you proper training. You must be willing to learn a new career and you must be coachable.  You will have the ability to teach main stream America how money works and make a real difference in peoples' lives.  If you enjoy working with people and helping people improve their lives, then we are looking for you.

Primerica is going through a period of unprecedented growth here in the Lehigh Valley.  My goal is to develop 10 Regional Vice Presidents whose duties would involve developing a new agency by recruiting, training and overseeing a team of people responsible for sharing our concepts on how money works with middle America.  I am looking for someone who is sincere, honest, coachable and hardworking, and wants a career with high earnings potential.  The person must be goal driven and looking to make a difference.

On a part time basis we are looking for people to learn the financial services business on a flexible time schedule. We have a proven mentorship program to give you proper training. You have the ability to teach main stream America how money works. If you enjoy working with people and helping people improve their lives, then we are looking for you.