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nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 19th, 2019 12:00AM Client Experience & Engagement Advisor (CSR/Concierge Team Supervisor) /Lancaster Center Open PeoplesBank FULL_TIME Lancaster PA USA Oct 17th, 2019 12:00AM Client Experience & Engagement Advisor  (CSR/Concierge Team Supervisor) Join the PeoplesBank team and help clients achieve their dreams in vibrant Downtown Lancaster. A new PeoplesBank location, opening in Spring 2020, will offer a brand new banking experience for our clients. Our focus is to move beyond selling products and have meaningful conversations with our clients around their lifestyle and their desired future. Our distinctive approach begins with helping our clients choose their own vision to facilitate a conversation. This allows us to ask relevant questions to help them think through their priorities and dreams. Our role will shift from traditional banker to a financial mentor, ready to help move our clients forward on the very best path for their unique situation. While teller transactions will be available, this will serve as a secondary function of this location. This new location will be both high tech and high touch and will focus on building community in very unique ways. If you're looking to discover a new approach to banking that empowers our clients to live confidently, come join us! Position Summary  Using effective consultative sales, interpersonal, communication skills and technology, the Client Experience & Engagement Advisor will sell financial products/services and make qualified referrals to business partners.  The Client Experience & Engagement Advisor is also accountable for the day-to-day supervision and coaching of the Concierge team. Works closely with the Client Experience & Engagement Manager and Operational Specialist to promote the bank by identifying client needs and recommending appropriate products/services. Essential Requirements, Duties, and Responsibilities  Using current technology, delivers a seamless and elevated client experience in order to retain and increase PeoplesBank's client base and market share. Assist clients with questions, concerns, and explanations or demonstrations of bank products or services offered. Utilizing the Bank's client conversation model, identifies and offers potential products and/or services to deepen client relationships. Opens various deposit accounts and takes applications for consumer loans accurately and efficiently. Partners with Client Experience & Engagement Manager and/or Concierge Banking Specialists to conduct outreach activities in local market with emphasis on creating awareness Market recognition. Follows established procedures to open/close the Financial Center as required and provides override authorization, operational, and customer service guidance to Concierges Banking Specialists as needed. Responsible for day-to-day supervision, support, check-in meetings, and coaching of Concierge Banking Specialist team, including assuring the team is achieving sales and performance goals and objectives. Responsible for attaining assigned deposit, loan, cross-sell and business partner goals in order to retain or increase PeoplesBank's client base and market share within a defined trade area. Develops and maintains positive client relations through courteous and prompt response to client questions, issues, and problems. Takes ownership of client problems, questions, and situations.   Maintains a thorough knowledge of financial products in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative to grow the financial office and achieve personal and team goals. Follows established procedures to open/close the Financial Center as required and provides override authorization, operational, and customer service guidance to the Concierges Banking Specialists as needed. Prepares and actively participates in team meetings, events and financial center sales initiatives. Could include after-hour's events. Maintains, for self and team, a technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures. May be called upon to perform routine transactions such as receiving checks and cash for deposit, receive payments for loans, assist with Cash Dispenser/Recycler transactions as well as balancing. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training. Other reasonable duties as assigned by supervisor. Educational & Other Requirements Must be passionate about client service and use outstanding communications and relationship management skills to ensure an exceptional level of client satisfaction. Minimum of three years of banking experience including at least one year of sales and account opening experience, and one year of supervisory experience. Fluent in new technology products. Must be able to work one evening a week for special events. Associate degree in Finance or Business related discipline preferred. Experience with Microsoft Office suite required. Must be bondable. Nov 19th, 2019 02:21AM Nov 19th, 2019 02:21AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 19th, 2019 12:00AM Concierge Banking Specialist / Lancaster Center Open PeoplesBank FULL_TIME Lancaster PA USA Oct 17th, 2019 12:00AM Concierge Banking Specialist Join the PeoplesBank team and help clients achieve their dreams in vibrant Downtown Lancaster. A new PeoplesBank location, opening in Spring 2020, will offer a brand new banking experience for our clients. Our focus is to move beyond selling products and have meaningful conversations with our clients around their lifestyle and their desired future. Our distinctive approach begins with helping our clients choose their own vision to facilitate a conversation. This allows us to ask relevant questions to help them think through their priorities and dreams. Our role will shift from traditional banker to a financial mentor, ready to help move our clients forward on the very best path for their unique situation. While teller transactions will be available, this will serve as a secondary function of this location. This new location will be both high tech and high touch and will focus on building community in very unique ways. If you're looking to discover a new approach to banking that empowers our clients to live confidently, come join us! Position Summary  The Concierge Banking Specialist, as the first point of contact, will deliver a seamless and elevated client experience utilizing knowledge, creativity and technology. The Concierge Banking Specialist will work directly with various Business Partners and department team members to deliver a seamless banking experience to the Concierge client.  Essential Requirements, Duties, and Responsibilities  Using current technology, delivers a seamless and elevated client experience in order to retain and increase PeoplesBank's client base and market share Represent PeoplesBank in a positive, courteous and professional manner by promptly greeting each client. Assist clients with questions, concerns, and explanations or demonstrations of bank products or services offered. In partnership with The Client Experience & Engagement Manager and Client Experience & Engagement Advisor, participates in outreach activities in local market with emphasis on creating awareness and market recognition. Demonstrates leadership qualities and models behaviors related to sales and service expectations, including but not limited to, advanced product knowledge, utilization of referral and sales tools, and demonstration of teamwork skills. Maintains knowledge of financial products and services in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative. Ensures client needs are explored and identified through meaningful conversation surrounding the "four quadrants" with a focus on building & deepening client relationships. May be called upon to perform routine transactions such as receiving checks and cash for deposit, receive payments for loans, and assist with Cash Dispenser/Recycler transactions as well as balancing. Responsible for maintaining technical proficiency in the operation of appropriate PeoplesBank systems. Follows policies and procedures and adheres to audit and security procedures. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Prepares and actively participates in team meetings, events and financial center sales initiatives. Could include after-hour's events. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements  Must be passionate about client service and use outstanding communications and relationship management skills to ensure an exceptional level of client satisfaction. Minimum of six (6) months of prior work experience in a field that requires face-to-face customer service skills and money handling responsibilities. Well versed and comfortable in utilizing current technology. Friendly and personable demeanor; a natural interest in helping/supporting others. Easily engaged others in conversation. Must be bondable. Nov 19th, 2019 02:21AM Nov 19th, 2019 02:21AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 19th, 2019 12:00AM Operational Specialist (Sr. Teller/Universal Banker) / Lancaster Center Open PeoplesBank FULL_TIME Lancaster PA USA Oct 17th, 2019 12:00AM Operational Specialist Join the PeoplesBank team and help clients achieve their dreams in vibrant Downtown Lancaster. A new PeoplesBank location, opening in Spring 2020, will offer a brand new banking experience for our clients. Our focus is to move beyond selling products and have meaningful conversations with our clients around their lifestyle and their desired future. Our distinctive approach begins with helping our clients choose their own vision to facilitate a conversation. This allows us to ask relevant questions to help them think through their priorities and dreams. Our role will shift from traditional banker to a financial mentor, ready to help move our clients forward on the very best path for their unique situation. While teller transactions will be available, this will serve as a secondary function of this location. This new location will be both high tech and high touch and will focus on building community in very unique ways. If you're looking to discover a new approach to banking that empowers our clients to live confidently, come join us! Position Summary The Operational Specialist is responsible for operational aspects of the financial office. The Operational Specialist works closely with the Client Experience & Engagement Manager, and as an active member of the Sales/Service Team, promotes the bank by identifying client needs and recommending appropriate products, services and Business Partners. Essential Requirements, Duties, and Responsibilities  Using current technology, delivers a seamless and elevated client experience in order to retain and increase PeoplesBank's client base and market share Develops and maintains positive client relations through courteous and prompt response to client questions, issues, and problems. Takes ownership of client problems, questions, and situations. Provides guidance and support to Concierge Banking Specialists in resolving operational or transactional issues. Utilizing the Bank's client conversation model, identifies and offers potential products and/or services to deepen client relationships. Assists the Client Experience & Engagement Manager in attaining deposit, loan, cross-sell and business partner goals in order to retain and increase PeoplesBank's client base and market share within a defined trade area. Provides override authorization, operational, and client service guidance to Concierge Banking Specialists when needed. Maintains a thorough knowledge of financial products in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative to grow the financial office and achieve personal, individual staff and team goals. Perform routine transactions such as receiving checks and cash for deposit, receive payments for loans, and assist with Cash Dispenser/Recycler transactions as well as balancing. Responsible for all aspects of the cash vault including balancing, placing cash orders, buying/selling cash and coin from Concierge Banking Specialists, and verifying cash shipments in a timely manner. Opens various deposit accounts as requested. Follows established procedures to open/close the financial office as required. Responsible for maintaining technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training. Opens various deposit accounts as requested. Follows established procedures to open/close the financial office as required. Responsible for maintaining technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training Educational & Other Requirements Must be passionate about client service and use communications and relationship management skills to ensure an exceptional level of client satisfaction. Minimum of 3 years of banking experience including bank retail operations Fluent in new technology products. Must be able to work one evening a week for special events. Associate degree in Finance or Business related discipline preferred. Experience with Microsoft Office suite required. Must be bondable. Nov 19th, 2019 02:21AM Nov 19th, 2019 02:21AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 19th, 2019 12:00AM Sr. Teller - Retirement Community Banking (Lancaster) Open PeoplesBank FULL_TIME PA USA Oct 22nd, 2019 12:00AM Position Summary The Sr. Teller is responsible for providing excellent client service while accurately and efficiently processing a variety of financial transactions in accordance with all policies and procedures. As an active member of the Financial Center Sales/Service Team, promotes the bank by identifying client needs and suggesting appropriate products/services. Recognizes opportunities to refer clients to the appropriate business partner. This position will service Retirement Community Banking clients at Luther Acres (Lititz), Landis Homes (Lititz) and Woodcrest Villa (Lancaster).  Note:  Hours are:  Week #1 - Mon. - Fri, 8:30 - 5 PM,  Week #2 - Mon. - Thurs, 8:30 - 4:30, Fri., 8:30 - 3:30 pm and Sat. 8:45 AM - 12:15.   Essential Requirements, Duties, and Responsibilities: Develops and maintains positive client relations through courteous and prompt response to client questions, issues, and problems. Takes ownership of client problems, questions, and situations. Maintains advance knowledge of the Bank's products and services in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative. Models behaviors related to sales and service expectations and utilizes referral and sales tools. Operates the teller system to accurately process various financial transactions. Responsible for maintaining technical proficiency in the operation of appropriate PeoplesBank systems. Follows policies and procedures and adheres to audit and security procedures. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Prepares and actively participates in team meetings, events and financial center sales initiatives. Demonstrates teamwork skills. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training. Basic Requirements: Prior bank teller experience. Prior experienece opening/closing accounts preferred, but not a requirement. Must be bondable. Nov 19th, 2019 02:21AM Nov 19th, 2019 02:21AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 19th, 2019 12:00AM Mortgage Loan Originator / Camp Hill Market Open PeoplesBank FULL_TIME Camp Hill PA USA Oct 22nd, 2019 12:00AM Join a team that views their associates as their most valuable assets. At PeoplesBank, we promote and encourage diverse ideas and welcome an environment of challenge, development, and opportunity for all associates. We aim to provide exceptional service to our clients and our mortgage team brings many years of combined home financing experience to the table. As a member of our mortgage team, you will benefit from a local, in-house operations center and a robust internal referral program. We offer a wide range of mortgage options, including construction loans, lot loans, swing loans, and one of the best First Time Home Buyer Programs in the area. If you're an experienced loan officer, we'd love for you to help our clients achieve their dreams through homeownership.   Position Summary: Responsible for the origination of 1-4 family residential mortgage loans utilizing programs and products available through investors, as well as PeoplesBank's internal loan portfolio. Evaluate applicant eligibility for specific programs, take applications and prepare all necessary documents to meet current regulatory compliance for timely delivery of required disclosures. Provide all necessary information and documentation for timely processing of loans. Develop and maintain Realtor, Builder and other referral source relationships. Essential Requirements, Duties, and Responsibilities Must comply with federal requirements of the Secure and Fair Enforcement Mortgage Licensing Act (SAFE Licensing Act) and register in the nationwide system. Must also comply with any state requirements in those states in which the bank conducts business. Must not be prohibited from working in the mortgage industry for any reason. Work closely with applicants and their Realtor and/or Builder to find the mortgage program that best fits their needs. Prepare residential mortgage applications and disclosures, pull and analyze credit reports. Complete mortgage applications and disclosures with a high level of accuracy. Documents need to be compliant with federal regulations and secondary market and investor guidelines. Develop and sustain new and existing relationships with Realtors, Builders, Attorneys, Accountants and other professionals. Develop business relationships with assigned branch managers, business bankers, investment advisors or private banker in order to obtain qualified mortgage referrals and refer clients to other divisions when opportunities exist. Meet individual production goals which aid in the department and the bank meeting business plan objectives and budget goals. Maintain high level of customer service and communication with internal and external customers. Adhere to the BRAVO Initiative by taking personal responsibility to deepen client relationships by developing cross-divisional partnerships and using the Encore system to record all client sales and service touches. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Educational & Other Requirements High school graduate or equivalent Proven mortgage sales history and knowledge of the sale of financial products required Ability to recognize, evaluate and resolve problems independently Experience with Microsoft Office suite Must be bondable. Nov 19th, 2019 02:21AM Nov 19th, 2019 02:21AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 20th, 2019 12:00AM Financial Center Assistant Manager II / Shrewsbury Financial Center Open PeoplesBank FULL_TIME Shrewsbury PA USA Oct 30th, 2019 12:00AM Position Summary The Financial Center Assistant Manager II is responsible for operational aspects of the Financial Center in the absence of the Financial Center Manager. The Assistant Manager is also accountable for the day-to-day supervision and coaching of teller staff. Works closely with the Financial Center Manager, and as an active member of the Financial Center Sales/Service Team, promotes the bank by identifying client needs, suggesting appropriate products/services, and coaching teller staff in achievement of sales/performance goals and objectives.  Essential Requirements, Duties, and Responsibilities Responsible for day-to-day supervision, support, check-in meetings, and coaching of teller staff, including assuring the teller staff is achieving sales and performance goals and objectives. Develops and maintains positive client relations through courteous and prompt response to client questions, issues, and problems. Takes ownership of client problems, questions, and situations. Provides guidance and support to tellers in resolving client issues. Assists the Financial Center Manager in attaining deposit, loan, cross-sell and business partner goals in order to retain and increase the Financial Center's client base and market share within a defined trade area. Contributes to the development and motivation of staff through coaching, performance management, and the use of teller progression guidelines. Provides override authorization, operational, and customer service guidance to tellers when needed. Maintains a thorough knowledge of financial products in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative to grow the Financial Center and achieve personal, individual staff and team goals. Operates the teller system to accurately process various financial transactions. Responsible for all aspects of the cash vault including balancing, placing cash orders, buying/selling cash and coin from tellers, and verifying cash shipments in a timely manner. Opens various deposit accounts and underwrites consumer loans as needed. Follows established procedures to open/close the Financial Center as required. Responsible for self and staff maintaining technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training.    Educational & Other Requirements Minimum of 3 years of banking experience including at least 1 year experience in a supervisory capacity required. Associate degree in Finance or Business related discipline preferred. Experience with Microsoft Office suite required. Must be bondable. Nov 20th, 2019 02:32AM Nov 20th, 2019 02:32AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 20th, 2019 12:00AM Human Resources Business Partner Open PeoplesBank FULL_TIME York PA USA Sep 30th, 2019 12:00AM Position Summary  Serves as Business Partner responsible for Talent/Performance Management, Recruitment, Retention, and Engagement Programs. Administers a variety of Human Resource programs and activities designed to attract, motivate and retain a qualified workforce.   Essential Requirements, Duties, and Responsibilities Actively sources qualified applicants; screens application forms, conducts and evaluates pre-employment references and credit checks; assists managers in decision-making process and communicates selection decision to applicants. Remains aware of employment laws and regulations. As needed, conducts new associate orientations and processes new associate fingerprints. Conducts exit interviews upon associate departures. Partners with department managers to identify solutions to staffing/employment-related concerns, balancing manager preferences within risk tolerances. Manages projects as assigned by VP, Director of Human Resources and/or SVP, Chief Administrative Officer. Coordinates the overall Talent Management program including oversight and administration of the performance management process, and development, implementation and ongoing administration of talent development planning. Responsible for resolving associate relations issues as assigned. Develops, amends and maintains job descriptions to reflect current level of task while ensuring compliance with federal, state and local laws. Participates in the job evaluation process. Coordinates Rewards & Recognition Programs. Coordinates a variety of school-to-work programs including Student Bankers Apprenticeship Program and High School/College Internship Programs. As needed, maintains electronic records. Assists with the administration of compensation-related programs, which may include merit and incentive compensation. Prepares monthly reports relative to position. Promotes the bank's philosophies and values; ensure quality in all areas; and encourages teamwork by coaching and providing support in the HR department and throughout the organization. Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Other reasonable duties as assigned by the Director of Human Resources. Educational And Other Requirements College degree in human resources or business related discipline. A minimum of 3 years related human resources experience. Experience with Microsoft Office suite. High degree of confidentiality. Excellent communication skills, both written and oral. Nov 20th, 2019 02:32AM Nov 20th, 2019 02:32AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 20th, 2019 12:00AM Credit Analyst II Open PeoplesBank FULL_TIME York PA USA Oct 24th, 2019 12:00AM Position Summary  Under general supervision, but according to established policies and procedures, assists Senior Credit Review Officer in connection with commercial loan credit review activity. Develops and analyzes various credit information pertaining to diversified types of commercial loans, spreads financial statements and prepares credit underwriting for lenders and committees, prepares reports for Senior Credit Review Officer or committees, maintains control over credit requirements of current accounts, assists in administration of bank's credit scoring system, and provides any other assistance to the Senior Credit Review Officer as directed. Also provides information and assistance to the Senior Loan Officers Committee and the Board of Directors on commercial credit issues as requested.   Essential Requirements, Duties, and Responsibilities Develops credit information for use by Loan Officers or committees in making lending decisions on new, renewal and extension commercial loans: Reviews all pertinent credit and financial information, including, but not limited to, financial records, reporting services, credit bureaus, and bank files. Determines the need for more thorough investigation or additional information, and contacts appropriate sources for such information. May accompany loan officers on client visitations as requested. Prepares spreadsheets and financial information for all commercial credits. Analyzes financial statements and related material. Prepares summaries, presents facts, and offers opinions concerning credit-worthiness to Loan Officers and/or committees. Researches pertinent industry information relevant to clients using any and all data sources available to the bank.  Assists in the administration of the Bank's credit scoring system.  Reviews appraisals and other conditions prior to loan closing.  Periodically reviews all credit, loan and collateral files to ensure that information is current and reports any inconsistencies to the Senior Credit Review Officer.   Assists in monitoring files to assure that up-to-date financial statements, accounts receivable, agings, and other items are available from bank clients as required by the loan documents.  Keeps loan officers informed as situations warrant regarding the credit quality of existing clients.  Provides management with necessary reports to supplement review and control of the entire loan portfolio. Confers with Management relative to problems and/or concerns on unfavorable credit patterns of clients.  Seeks and proposes new ways to continuously improve the quality of output from all members of Credit Review.  Assist in development of Departmental procedures.  Understands the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.   Educational & Other Requirements College education required; Bachelor's degree in Business, Finance or Accounting preferred Minimum of 3 years of experience as a Commercial Credit Analyst. Experience analyzing complex of credits and deals of at least $2,500,000. Proven ability to successfully work with and understand financial statements to include balance sheet, income statement, cash flow and tax return analysis Strong, well developed inter-personal skills in order to assist with business contacts and develop working relationships with potential and current commercial clients with the utmost professionalism Must possess satisfactory command of English language (i.e. grammar, sentence structure, etc.) in both written and verbal communication Proficient with PC based financial analysis software including but not limited to Microsoft Word and Excel, credit scoring software, and spreadsheet software Willing to expand educational experiences/learn new procedures and computer software as needed Experience using the internet to gather pertinent information preferred Think critically and accurately communicate results of analysis in writing Interact effectively and communicate with clients via telephone, e-mail and in person in a professional manner Interact effectively with co-workers and other bank employees in a professional manner Read and understand computer generated reports Effectively operate and understand the Bank's computer system and print screens from the computer terminal Recognize, evaluate and resolve problems Write information on various input forms and report forms Pull apart and work with computer generated reports Open envelopes, remove and process contents from postal mail and inter-office mail Stand at credit and document filing cabinets in vault to gain access to files Strong analytical ability with attention and detail Incumbent must travel throughout the Bank's service area to provide support to commercial loan staff on an as needed basis Must be bondable. Nov 20th, 2019 02:32AM Nov 20th, 2019 02:32AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 20th, 2019 12:00AM Relationship Manager - Wealth Management (Central Pennsylvania Market) Open PeoplesBank FULL_TIME York PA USA Oct 28th, 2019 12:00AM Position Summary Responsible for the administration of various types of trusts, investment management accounts and estates.   Essential Requirements, Duties, and Responsibilities  Analyze and interpret trust and related legal documents. Apply sound fiduciary judgment in trust and estate administration. Contacts, corresponds, advises and resolves issues with clients, beneficiaries, and other professional advisors. Meet and build relationships with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries. Maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements. Develop, retain and deepen account relationships. Manages all tax and legal activities related to accounts. Assists in developing and closing new business opportunities. Authorize discretionary and non-discretionary payments in accordance with legal documents and bank policy. Participate in community, civic, and professional groups to enhance the bank's and Wealth Management Group's image. Cross-sells all bank products and services. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately.   Educational & Other Requirements Undergraduate degree or equivalent experience required. A minimum of 5 years of experience in investment management and/or trust and estate administration, including direct Relationship Management experience. CFP and/or CTFA designation is preferred. Sales experience is also preferred. Comprehensive knowledge of trust law, gifting techniques, income, transfer, and estate taxation, with ability to apply that knowledge to client specific needs and account administration preferred. Possess a general knowledge of economics, investment theory, and investment strategies. Excellent client service skills are a requirement. Strong analytical and problem solving skills. Superior communication skills are required. Ability to work in a team based environment. Must be bondable. Nov 20th, 2019 02:32AM Nov 20th, 2019 02:32AM Financials Banks
nasdaq:cvly peoplesbanknet.applicantpro.com peoplesbanknet.applicantpro.com Nov 20th, 2019 12:00AM Client Experience & Engagement Advisor (CSR/Concierge Team Supervisor) /Lancaster Center Open PeoplesBank FULL_TIME Lancaster PA USA Oct 17th, 2019 12:00AM Client Experience & Engagement Advisor  (CSR/Concierge Team Supervisor) Join the PeoplesBank team and help clients achieve their dreams in vibrant Downtown Lancaster. A new PeoplesBank location, opening in Spring 2020, will offer a brand new banking experience for our clients. Our focus is to move beyond selling products and have meaningful conversations with our clients around their lifestyle and their desired future. Our distinctive approach begins with helping our clients choose their own vision to facilitate a conversation. This allows us to ask relevant questions to help them think through their priorities and dreams. Our role will shift from traditional banker to a financial mentor, ready to help move our clients forward on the very best path for their unique situation. While teller transactions will be available, this will serve as a secondary function of this location. This new location will be both high tech and high touch and will focus on building community in very unique ways. If you're looking to discover a new approach to banking that empowers our clients to live confidently, come join us! Position Summary  Using effective consultative sales, interpersonal, communication skills and technology, the Client Experience & Engagement Advisor will sell financial products/services and make qualified referrals to business partners.  The Client Experience & Engagement Advisor is also accountable for the day-to-day supervision and coaching of the Concierge team. Works closely with the Client Experience & Engagement Manager and Operational Specialist to promote the bank by identifying client needs and recommending appropriate products/services. Essential Requirements, Duties, and Responsibilities  Using current technology, delivers a seamless and elevated client experience in order to retain and increase PeoplesBank's client base and market share. Assist clients with questions, concerns, and explanations or demonstrations of bank products or services offered. Utilizing the Bank's client conversation model, identifies and offers potential products and/or services to deepen client relationships. Opens various deposit accounts and takes applications for consumer loans accurately and efficiently. Partners with Client Experience & Engagement Manager and/or Concierge Banking Specialists to conduct outreach activities in local market with emphasis on creating awareness Market recognition. Follows established procedures to open/close the Financial Center as required and provides override authorization, operational, and customer service guidance to Concierges Banking Specialists as needed. Responsible for day-to-day supervision, support, check-in meetings, and coaching of Concierge Banking Specialist team, including assuring the team is achieving sales and performance goals and objectives. Responsible for attaining assigned deposit, loan, cross-sell and business partner goals in order to retain or increase PeoplesBank's client base and market share within a defined trade area. Develops and maintains positive client relations through courteous and prompt response to client questions, issues, and problems. Takes ownership of client problems, questions, and situations.   Maintains a thorough knowledge of financial products in order to broaden and deepen client relationships in support of the BRAVO Client Relationship Management initiative to grow the financial office and achieve personal and team goals. Follows established procedures to open/close the Financial Center as required and provides override authorization, operational, and customer service guidance to the Concierges Banking Specialists as needed. Prepares and actively participates in team meetings, events and financial center sales initiatives. Could include after-hour's events. Maintains, for self and team, a technical proficiency in the operation of appropriate PeoplesBank systems, following policies and procedures, and adhering to audit and security procedures. May be called upon to perform routine transactions such as receiving checks and cash for deposit, receive payments for loans, assist with Cash Dispenser/Recycler transactions as well as balancing. Strictly adheres to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts. Responsible for understanding the Bank's BSA/AML Policy, including satisfactory completion of required annual BSA/AML training as applicable to position and appropriately applying this knowledge to daily activities and responsibilities, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Satisfactorily completes all required annual regulation, sales and service training. Other reasonable duties as assigned by supervisor. Educational & Other Requirements Must be passionate about client service and use outstanding communications and relationship management skills to ensure an exceptional level of client satisfaction. Minimum of three years of banking experience including at least one year of sales and account opening experience, and one year of supervisory experience. Fluent in new technology products. Must be able to work one evening a week for special events. Associate degree in Finance or Business related discipline preferred. Experience with Microsoft Office suite required. Must be bondable. Nov 20th, 2019 02:32AM Nov 20th, 2019 02:32AM Financials Banks

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queries

No longer rely on engineers to access data; build and share queries with intuitive tools, and derive insights in real time.

Bookmark queries with your team

Save and share custom queries using a private bookmarking feature, accessible to your whole team.

Be first to know with alerts

Scan data points across millions of companies and receive emails when relevant metrics cross critical thresholds.

Visualize data for quick insights

Create custom keyword-based word clouds, charts, and advanced visualizations to quickly analyze the data.

Map competitor locations

Analyze competitor presence and growth over time by overlaying store locations with the Nearby Competitor feature.