Location: Stewartstown, PA
Company: Peoplesbank
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
for client requests and supporting basic client servicing requests. This position will demonstrate strong client servicing skills, supporting the Bank's core courtesy standards. In addition, the Banking Specialist I will engage in basic conversational discovery with a client, aligning the needs of the client with the appropriate solution recommendation, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment.
The Banking Specialist I will possess good judgement to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning:
Through active engagement in client conversation and basic financial need exploration, supports the financial center market plan/business plan to support achievement of assigned quarterly and annual goals, specifically identifying referral opportunities for deposit growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
Provides an exceptional client experience during routine paying/receiving transactions by consistently demonstrating the Bank's core client courtesy standards, supporting the overall client experience sales/service model to assist in client acquisition and retention strategies. Demonstrates a basic working
knowledge of all Bank products, services, and usage channels, to identify client account needs.
This knowledge will include a high proficiency in personal accounts with limited proficiency expected for business product types. Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. Supports limited Marketing and sales strategies, as identified by the Financial Center Manager, through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate referrals in support of goal attainment. Operational Proficiency: Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer on a daily basis.
Demonstrates proficiency of all operating systems, to support the processing of client paying/receiving transactions, limited-service transactions and overall client relationship management. Supports onboarding of new associates within the financial center, specifically serving as mentor/coach for new associates through on the job training/job shadowing 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 Six months of previous work-related experience involving face-to-face interactions with clients and the handling of cash transactions. Must be bondable. Job Posted by Applicant Pro
aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. As required, the Banking Specialist III may also provide support in processing paying/receiving transactions for client requests.
The Banking Specialist III will possess good judgement and decision-making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience. Essential Requirements, Duties, and Responsibilities Sales & Strategic Planning: 1) Through active engagement in client conversation and financial need exploration, supports the financial center market plan/business
plan to support achievement of assigned quarterly and annual goals, specifically deposit & loan growth, credit card sales, and leveraging business partner relationships to collaborate and support partner referral goals.
2) Utilizes Peoples Banks' client conversation model and various reporting to identify sales and service to sales opportunities, supporting the acquisition and expansion of client relationships. Tier III will be expected to receive formal certification of the Peoples Bank client conversation model within the first 6 months of assuming this position. 3) Advanced knowledge of all Bank products, services, and usage channels, to identify client account and lending needs. This
knowledge will include both personal and business product types.
4) Technically proficient in all channels of client delivery to include on-line banking, mobile banking, debit card management, etc. In addition, is proficient in all methods of client outreach to include utilization of Zoom for client appointments and tablets to support the in branch experience for the client. 5) Supports all marketing and sales strategies through active engagement in outbound calling activities to clients, identifying sales opportunities and making appropriate recommendations in support of goal attainment. Operational Proficiency: 1) Demonstrates proficiency of all operating systems, to support both the new account & loan origination processes, service transactions and overall client relationship management.
The Banking Specialist III associate would serve as the primary new account representative in the financial center. 2) Performs notarial acts as needed per state defined guidelines to support a positive client experience. 3) Supports a positive client experience by performing all teller transactions accurately and balancing teller cash drawer as needed. In addition, will provide necessary overrides for various transactions in support of sound risk management.
4) Supports onboarding of new associates within the financial center, specifically serving as a mentor/coach for new associates through on the job training/job shadowing. 5) In partnership with the Financial Center Operational Specialist, assumes management of required operational reporting, including review of overdrawn accounts, delinquent loan reporting, and past due safe deposit boxes. 6) 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.
7) Satisfactorily completes all required annual regulation, sales and service training. Educational & Other Requirements Minimum one-year experience of retail banking, performing paying/receiving functions. Minimum one-year experience of retail banking, account opening and sales and service transaction processing. Lending Preferred Working knowledge of new technology products and services. Must be bondable. Job Posted by Applicant Pro
State Pennsylvania Hours 20 Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial transactions.
Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store Conducts needs-based conversations and offers financial solutions to meet our Customers' needs Makes quality referrals to appropriate partners Responsible for meeting individual performance metrics Responsible for making sound decisions and timely problem resolution Resolves problems independently, escalating more difficult issues to management Processes Teller transactions for Customers
including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits Balances Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary Adheres to safe deposit box procedures/operations and guidelines Services both lobby and drive-thru Customers Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times Accountable for ensuring confidential customer information is securely stored throughout the day Understands the importance of and
follows Dual Control Ensures compliance with all regulations, policies and procedures such as Bank Secrecy Act and Patriot Act Expected to complete all required in-classroom training and on-line training by established due dates Follows all security and audit measures to minimize potential loss Job Requirements High school diploma or GED 6 months+ related experience preferred Superior Customer Service skills General Math skills Strong organizational skills Detail-oriented Ability to function in a fast-paced and changing environment Excellent communication skills with ability to be concise, clear and consistent Company Overview Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are.
At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@.
Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you! Business Line TD Bank AMCB Job Category(s) Retail Banking - Customer Service Country United States State (Primary) Pennsylvania City (Primary) Bensalem Job Expires 05-Apr-2024
Time Type Full Time State Pennsylvania Hours 40 Job Details The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.
This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Job Requirements Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member
or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer Relationship Management tools to proactively play a key role in Customer backssments, proactively identifies Customer solutions and lead-focused outbound sales activities Evaluates issues, errors and problems based
on practices and existing precedents or procedures Explains detailed and/or complicated information within the team Builds working relationships with customers and related teams Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Qualifications HS Diploma or GED 1+ years related experience required Teller experience (Preferred) Cross trained to take customer transactions Superior Customer Service skills Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Company Overview Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.
In addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
Total Rewards at TD includes base salary and variable compensation/incentive awards (e. g. eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote. Wherever our colleagues are working, they’ll always have access to the TD community to experience our culture of care. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing.
As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@.
Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. We look forward to hearing from you! Business Line TD Bank AMCB Job Category(s) Retail Banking - Customer Service Country United States State (Primary) Pennsylvania City (Primary) Doylestown Job Expires 06-Apr-2024
