|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Jan 28th, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Jan 28th, 2019 12:55AM
|
Jan 28th, 2019 12:55AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Feb 3rd, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Feb 3rd, 2019 01:23AM
|
Feb 3rd, 2019 01:23AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Feb 7th, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Feb 6th, 2019 11:56PM
|
Feb 6th, 2019 11:56PM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Feb 14th, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Feb 13th, 2019 11:38PM
|
Feb 13th, 2019 11:38PM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Feb 18th, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Feb 17th, 2019 11:27PM
|
Feb 17th, 2019 11:27PM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Feb 19th, 2019 12:00AM
|
Relationship Manager - Wealth Management
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
|
MD
|
USA
|
Jan 23rd, 2019 12:00AM
|
|
Position Location - Hunt Valley or Bel Air office covering PeoplesBank footprint.
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 and Wealth Management Group 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 as a relationship manager in trust and estate administration.
CFP and/or CTFA designation a 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 required.
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 a must.
Ability to work in a team based environment.
Must be bondable.
|
|
|
|
|
Feb 18th, 2019 11:27PM
|
Feb 18th, 2019 11:27PM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Nov 26th, 2018 12:00AM
|
Teller - Part-time / Perry Hall Office
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
Perry Hall
|
MD
|
USA
|
Nov 23rd, 2018 12:00AM
|
|
Position Summary
This front-line position requires the individual to maintain positive customer relations while efficiently and accurately operating a teller window and ensuring compliance with PeoplesBank internal policies and procedures. The individual is responsible for demonstrating quality customer service skills and making qualified sales referrals that end in a sale for both traditional and non-traditional financial products and services.
Position Hours:
Week One: Mon - 8:15 AM - 5:15 PM, Tues - 8:15 AM - 4 PM, Wed - 9:30 AM - 5:15 PM, Thurs - Off, Fri - 11 AM - 6:15 PM, Sat - Off
Week Two: Mon - 8:15 AM - 5:15 PM, Tues - Off, Wed - Off, Thurs - 8:30 AM - 5:15 PM, Fri - 9:30 AM - 6:16 PM, Sat - 8:15 AM - 12:15 PM
Educational & Other Requirements
1. Six months of previous work related experience involving face-to-face interactions with clients and the handling of cash transactions.
2. High School education or equivalent is preferred.
3. Must be able to travel to York, PA for training
4. Computer proficiency required; experience with Microsoft Office suite, preferred.
5. Must be bondable.
Essential Requirements, Duties, and Responsibilities
1. Develops and maintains positive customer relations through courteous and prompt response to customer questions, issues, and problems. Takes ownership of customer problems, questions, and situations.
2. Maintains a basic knowledge of both traditional and non-traditional financial products so that customers may be informed of and cross-sold PeoplesBank's products and services and/or referred to CVFA through verbal communications.
3. Properly identifies customers by following PeoplesBank's guidelines and procedures.
4. Operates a teller terminal, which includes accurately posting deposits and withdrawal transactions, placing holds on accounts, and performing various account functions, including but not limited, to check cashing, credit card cash advances, accept loan payments, cash savings bonds, sell money orders and traveler's checks, issue treasurer's checks, accept deposits, and process withdrawals for customers in accordance with established PeoplesBank procedures, guidelines, and policies.
5. Responsible for making/keeping self technically proficient in the operation of appropriate PeoplesBank systems.
6. Follows policies and procedures, completes currency transaction reporting, and adheres to audit and security procedures.
7. Proficient and accurate in all aspects of teller work, including teller window settlement.
8. Supports the Financial Center's team as a champion of PeoplesBank and its Hero/Caregiver quality customer service in all aspects of work.
9. 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.
10. Responsible for holding self and staff accountable for Hero/Caregiver service quality through strict adherence to ethical standards of behavior as outlined in the PeoplesBank's Code of Business Conduct and Ethics.
11. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts.
12. Other reasonable duties as assigned by supervisor.
|
|
|
|
|
Nov 26th, 2018 02:19AM
|
Nov 26th, 2018 02:19AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Jan 6th, 2019 12:00AM
|
Commercial Lending Assistant
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
Cockeysville
|
MD
|
USA
|
Jan 3rd, 2019 12:00AM
|
|
Position Summary
Assists Commercial Lending in maintaining Commercial Lending client relationships.
Essential Requirements, Duties, and Responsibilities
Operates Horizon and ENCORE to pull existing client's loan information to be used in loan analysis and in answering client inquiries. Further utilize ENCORE to document client and prospect interactions. Also utilize ENCORE for scheduling, creating reports, and sending referrals.
Utilize CreditQuest to build relationships for customers and prospects prior to submitting loan applications to Credit Review.
Assists in completing new loan requests prior to submission to Credit Review, including term sheets and general underwriting memo.
Assists in line renewal and modification process by helping prepare information needed for Credit Review.
Prepare and send renewal letters and collect fees/costs where applicable.
Assists in preparing monthly 3 High Reports and SAC reports.
Complete construction draw request form, and submit to Commercial Real Estate Administrator to process in a timely fashion.
Collects financial and related data from clients
Assists in resolving loan review exceptions and tickler items.
Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments, and document file as applicable.
Assists clients in opening new deposit accounts.
Completes administrative work including but not limited to faxing, copying, mailing, emailing, scanning and word processing.
Cross-sells other bank products and sends referrals as applicable.
Prepare early payoff reports and assist in udating pending cash flow/settlement reports.
Works directly with Settlement Officers and Clients to order due diligence items, schedule settlement dates, and collect closing documents/required information.
Attend settlements and meet with clients to have documents executed as needed.
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
Process Line of Credit Draws in a timely fashion.
Receive wire requests, review, approve and process.
Orders In-house and Certified appraisals.
Complete reports and compile information for Loan Review as required.
Assist in tracking all fees collected, referrals sent/sold, early payoffs, new loans booked and portfolio balances.
Other duties as assigned.
Educational & Other Requirements
Banking and/or related financial experience.
Some accounting and/or legal education is desirable.
Proficiency with personal computer system, i.e. Excel, Word, etc.
Strong, well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with current and potential commercial clients.
Employee must travel throughout the Bank's service area to maintain sufficient contact with the existing loan clients, as well as to conduct inspections.
Motivation and drive must be exhibited.
Interact effectively and communicate professionally with clients via telephone, email, and face to face.
Interact effectively with all bank employees.
Work in a team environment.
Read 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.
Possess a valid driver's license and have the ability to operate a motor vehicle.
Coordinate entertainment activities with clients.
Maintain department calendars.
Proficiency with personal computer systems; e.g. Excel, Word, LaserFische, etc.
Must be bondable.
|
|
|
|
|
Jan 6th, 2019 01:06AM
|
Jan 6th, 2019 01:06AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Jan 7th, 2019 12:00AM
|
Commercial Lending Assistant
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
Cockeysville
|
MD
|
USA
|
Jan 3rd, 2019 12:00AM
|
|
Position Summary
Assists Commercial Lending in maintaining Commercial Lending client relationships.
Essential Requirements, Duties, and Responsibilities
Operates Horizon and ENCORE to pull existing client's loan information to be used in loan analysis and in answering client inquiries. Further utilize ENCORE to document client and prospect interactions. Also utilize ENCORE for scheduling, creating reports, and sending referrals.
Utilize CreditQuest to build relationships for customers and prospects prior to submitting loan applications to Credit Review.
Assists in completing new loan requests prior to submission to Credit Review, including term sheets and general underwriting memo.
Assists in line renewal and modification process by helping prepare information needed for Credit Review.
Prepare and send renewal letters and collect fees/costs where applicable.
Assists in preparing monthly 3 High Reports and SAC reports.
Complete construction draw request form, and submit to Commercial Real Estate Administrator to process in a timely fashion.
Collects financial and related data from clients
Assists in resolving loan review exceptions and tickler items.
Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments, and document file as applicable.
Assists clients in opening new deposit accounts.
Completes administrative work including but not limited to faxing, copying, mailing, emailing, scanning and word processing.
Cross-sells other bank products and sends referrals as applicable.
Prepare early payoff reports and assist in udating pending cash flow/settlement reports.
Works directly with Settlement Officers and Clients to order due diligence items, schedule settlement dates, and collect closing documents/required information.
Attend settlements and meet with clients to have documents executed as needed.
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
Process Line of Credit Draws in a timely fashion.
Receive wire requests, review, approve and process.
Orders In-house and Certified appraisals.
Complete reports and compile information for Loan Review as required.
Assist in tracking all fees collected, referrals sent/sold, early payoffs, new loans booked and portfolio balances.
Other duties as assigned.
Educational & Other Requirements
Banking and/or related financial experience.
Some accounting and/or legal education is desirable.
Proficiency with personal computer system, i.e. Excel, Word, etc.
Strong, well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with current and potential commercial clients.
Employee must travel throughout the Bank's service area to maintain sufficient contact with the existing loan clients, as well as to conduct inspections.
Motivation and drive must be exhibited.
Interact effectively and communicate professionally with clients via telephone, email, and face to face.
Interact effectively with all bank employees.
Work in a team environment.
Read 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.
Possess a valid driver's license and have the ability to operate a motor vehicle.
Coordinate entertainment activities with clients.
Maintain department calendars.
Proficiency with personal computer systems; e.g. Excel, Word, LaserFische, etc.
Must be bondable.
|
|
|
|
|
Jan 7th, 2019 12:59AM
|
Jan 7th, 2019 12:59AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|
|
nasdaq:cvly
|
peoplesbanknet.applicantpro.com
|
peoplesbanknet.applicantpro.com
|
Jan 13th, 2019 12:00AM
|
Commercial Lending Assistant
|
Open
|
PeoplesBank
|
FULL_TIME
|
|
Cockeysville
|
MD
|
USA
|
Jan 3rd, 2019 12:00AM
|
|
Position Summary
Assists Commercial Lending in maintaining Commercial Lending client relationships.
Essential Requirements, Duties, and Responsibilities
Operates Horizon and ENCORE to pull existing client's loan information to be used in loan analysis and in answering client inquiries. Further utilize ENCORE to document client and prospect interactions. Also utilize ENCORE for scheduling, creating reports, and sending referrals.
Utilize CreditQuest to build relationships for customers and prospects prior to submitting loan applications to Credit Review.
Assists in completing new loan requests prior to submission to Credit Review, including term sheets and general underwriting memo.
Assists in line renewal and modification process by helping prepare information needed for Credit Review.
Prepare and send renewal letters and collect fees/costs where applicable.
Assists in preparing monthly 3 High Reports and SAC reports.
Complete construction draw request form, and submit to Commercial Real Estate Administrator to process in a timely fashion.
Collects financial and related data from clients
Assists in resolving loan review exceptions and tickler items.
Analyzes past due report on weekly basis and contacts delinquent accounts for collection of payments, and document file as applicable.
Assists clients in opening new deposit accounts.
Completes administrative work including but not limited to faxing, copying, mailing, emailing, scanning and word processing.
Cross-sells other bank products and sends referrals as applicable.
Prepare early payoff reports and assist in udating pending cash flow/settlement reports.
Works directly with Settlement Officers and Clients to order due diligence items, schedule settlement dates, and collect closing documents/required information.
Attend settlements and meet with clients to have documents executed as needed.
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
Process Line of Credit Draws in a timely fashion.
Receive wire requests, review, approve and process.
Orders In-house and Certified appraisals.
Complete reports and compile information for Loan Review as required.
Assist in tracking all fees collected, referrals sent/sold, early payoffs, new loans booked and portfolio balances.
Other duties as assigned.
Educational & Other Requirements
Banking and/or related financial experience.
Some accounting and/or legal education is desirable.
Proficiency with personal computer system, i.e. Excel, Word, etc.
Strong, well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with current and potential commercial clients.
Employee must travel throughout the Bank's service area to maintain sufficient contact with the existing loan clients, as well as to conduct inspections.
Motivation and drive must be exhibited.
Interact effectively and communicate professionally with clients via telephone, email, and face to face.
Interact effectively with all bank employees.
Work in a team environment.
Read 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.
Possess a valid driver's license and have the ability to operate a motor vehicle.
Coordinate entertainment activities with clients.
Maintain department calendars.
Proficiency with personal computer systems; e.g. Excel, Word, LaserFische, etc.
Must be bondable.
|
|
|
|
|
Jan 13th, 2019 12:55AM
|
Jan 13th, 2019 12:55AM
|
Codorus Valley Bancorp
|
Financials
|
Banks
|