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https://americanheritage.com
American Heritage
Most recent job postings at American Heritage
via Indeed
posted_at: 17 days agoschedule_type: Full-time
Job Details
Job Location...
North Sand Springs Branch - Sand Springs, OK
Travel Percentage
None
Teller
Job Title: Teller Department: North Sand Springs Branch
Job Summary:
Must demonstrate competence, confidence, confidentiality and courtesy. Must be able to count and manage cash accurately in customer situations. Individual will be responsible for correctly setting up a teller station and cash drawer; determining acceptability of checks according
Job Details
Job Location...
North Sand Springs Branch - Sand Springs, OK
Travel Percentage
None
Teller
Job Title: Teller Department: North Sand Springs Branch
Job Summary:
Must demonstrate competence, confidence, confidentiality and courtesy. Must be able to count and manage cash accurately in customer situations. Individual will be responsible for correctly setting up a teller station and cash drawer; determining acceptability of checks according to legal requirements and bank policies; correctly balancing daily; answering customer questions about banking products and services; and accurately processing all transactions. Flexible hours.
Duties/Responsibilities:
• Provide prompt, efficient, accurate, and friendly service to consumer and business customers while processing daily transactions.
• Act as a representative of the bank by demonstrating the four C’s of professionalism: competence, confidence, confidentiality, and courtesy as well as dressing in an appropriate manner according to AHB’s personnel policies.
• Have a working knowledge of bank products and services, be able to recognize customer needs, explain their benefit in order to meet their needs.
• Establish good working relationships with co-workers.
• Adequately meet all requirements of audit guidelines and security procedures.
• Follow all established bank policies and procedures for this positon. Adhere to all state, federal, and regulatory agency requirements.
• Keep cash secure at all times and maintain a high level of safety for self, co-workers, customers and the bank.
• Detect fraudulent currency and activities.
• Answer customer calls while providing great customer service.
• Perform any duties requested by a supervisor relating to the bank and its functions.
• Order checks and create debit cards when needed.
• Is dependable and adheres to expectations of attendance.
Qualifications Show more details...
Job Location...
North Sand Springs Branch - Sand Springs, OK
Travel Percentage
None
Teller
Job Title: Teller Department: North Sand Springs Branch
Job Summary:
Must demonstrate competence, confidence, confidentiality and courtesy. Must be able to count and manage cash accurately in customer situations. Individual will be responsible for correctly setting up a teller station and cash drawer; determining acceptability of checks according to legal requirements and bank policies; correctly balancing daily; answering customer questions about banking products and services; and accurately processing all transactions. Flexible hours.
Duties/Responsibilities:
• Provide prompt, efficient, accurate, and friendly service to consumer and business customers while processing daily transactions.
• Act as a representative of the bank by demonstrating the four C’s of professionalism: competence, confidence, confidentiality, and courtesy as well as dressing in an appropriate manner according to AHB’s personnel policies.
• Have a working knowledge of bank products and services, be able to recognize customer needs, explain their benefit in order to meet their needs.
• Establish good working relationships with co-workers.
• Adequately meet all requirements of audit guidelines and security procedures.
• Follow all established bank policies and procedures for this positon. Adhere to all state, federal, and regulatory agency requirements.
• Keep cash secure at all times and maintain a high level of safety for self, co-workers, customers and the bank.
• Detect fraudulent currency and activities.
• Answer customer calls while providing great customer service.
• Perform any duties requested by a supervisor relating to the bank and its functions.
• Order checks and create debit cards when needed.
• Is dependable and adheres to expectations of attendance.
Qualifications Show more details...
via Jooble
posted_at: 7 days agoschedule_type: Full-time
American Heritage Credit Union, a $4.3+ billion credit union, has an immediate opening for a Full-Time Junior Financial Analyst. This position will assist with the financial analysis of credit union operation with emphasis on financial forecasting, cost accounting, and financial performance of products, services and procedures. Assist with the administration and utilization of software resources... for financial management, including the Asset Liability
American Heritage Credit Union, a $4.3+ billion credit union, has an immediate opening for a Full-Time Junior Financial Analyst. This position will assist with the financial analysis of credit union operation with emphasis on financial forecasting, cost accounting, and financial performance of products, services and procedures. Assist with the administration and utilization of software resources... for financial management, including the Asset Liability Management (ALM) financial monitoring and profitability software programs.
Responsibilities Include:
• Assist Financial Analyst in preparing files for ALM financial modeling program including: monthly update process. developing financial forecast, creating monthly financial management reports, interest rate risk assessment and maintaining supportive spreadsheet files.
• Compile and distribute monthly ALM output from model.
• Assist in completion of branch, product, and company profitability reports.
• Provide financial analysis of credit union operations on a requested case by case basis. This includes researching and interpreting data, recommendations, and monitoring of assignment.
• Assist in preparation of monthly finance/accounting reports.
• Completes all other duties/tasks, assignments or functions as assigned.
Requirements Include:
• One month to twelve months of similar or related experience.
• A Bachelor's degree with a concentration in Accounting or Finance or related field.
• Strong communications skills to effectively present job-related information to Financial Analyst, Controller, and CFO, if needed.
• Must be detail oriented and self-motivated.
• Must have strong organizational, analytical, problem-solving, project management, verbal and written communication skills.
• Demonstrated analytical aptitude knowing when, where, and which technique to use in conducting analyses.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Come experience why American Heritage Credit Union is a award winner in the Philadelphia Business Journal Best Places to Work contest!! WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU ARE FAMILY.
EOE M/F/D/V Show more details...
Responsibilities Include:
• Assist Financial Analyst in preparing files for ALM financial modeling program including: monthly update process. developing financial forecast, creating monthly financial management reports, interest rate risk assessment and maintaining supportive spreadsheet files.
• Compile and distribute monthly ALM output from model.
• Assist in completion of branch, product, and company profitability reports.
• Provide financial analysis of credit union operations on a requested case by case basis. This includes researching and interpreting data, recommendations, and monitoring of assignment.
• Assist in preparation of monthly finance/accounting reports.
• Completes all other duties/tasks, assignments or functions as assigned.
Requirements Include:
• One month to twelve months of similar or related experience.
• A Bachelor's degree with a concentration in Accounting or Finance or related field.
• Strong communications skills to effectively present job-related information to Financial Analyst, Controller, and CFO, if needed.
• Must be detail oriented and self-motivated.
• Must have strong organizational, analytical, problem-solving, project management, verbal and written communication skills.
• Demonstrated analytical aptitude knowing when, where, and which technique to use in conducting analyses.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Come experience why American Heritage Credit Union is a award winner in the Philadelphia Business Journal Best Places to Work contest!! WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU ARE FAMILY.
EOE M/F/D/V Show more details...
via BeBee
posted_at: 10 hours agoschedule_type: Full-time
American Heritage Credit Union, a $4+ billion credit union has immediate openings available in our Contact Center This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
Starting compensation from $19.00 - $22.00 per hour based on experience and education with potential for incentives There is also a $2...
00 increase per hour for all time after 5:00PM in the Contact
American Heritage Credit Union, a $4+ billion credit union has immediate openings available in our Contact Center This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
Starting compensation from $19.00 - $22.00 per hour based on experience and education with potential for incentives There is also a $2...
00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays
Responsibilities Include:
• Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.
• Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.
• Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.
Requirements Include:
• Must have prior Contact Center experience or relevant phone/sales experience.
• Must be flexible and available to work Contact Center hours of operation:
• Monday
• Friday 7:00 a.
m. to 8:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.
• Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.
• We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation Show more details...
Starting compensation from $19.00 - $22.00 per hour based on experience and education with potential for incentives There is also a $2...
00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays
Responsibilities Include:
• Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.
• Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.
• Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.
Requirements Include:
• Must have prior Contact Center experience or relevant phone/sales experience.
• Must be flexible and available to work Contact Center hours of operation:
• Monday
• Friday 7:00 a.
m. to 8:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.
• Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.
• We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation Show more details...
via Indeed
posted_at: 6 days agoschedule_type: Full-time
Job Title: Trust Administrator Department: Trust/Main Bank
Reports to: SRVP Trust Officer...
Duties/Responsibilities:
Daily
• Sort and file prior day’s reports received from Charlotte System.
• Verify all transactions from the prior day have been posted correctly to Charlotte System.
• ACMS-make appropriate transfer between 636-064-2 and 636-070-6.
• Create and print checks as bills are presented for payment.
• Make deposits and create
Job Title: Trust Administrator Department: Trust/Main Bank
Reports to: SRVP Trust Officer...
Duties/Responsibilities:
Daily
• Sort and file prior day’s reports received from Charlotte System.
• Verify all transactions from the prior day have been posted correctly to Charlotte System.
• ACMS-make appropriate transfer between 636-064-2 and 636-070-6.
• Create and print checks as bills are presented for payment.
• Make deposits and create corresponding posting tickets as needed.
• Post all tickets, pending items, etc. for the day to Charlotte IEC.
• Balance all Daily transactions.
• Start overnight processing to Charlotte.
• Record checks as appropriate.
• Process Oil and Gas checks for Glenn O. Young.
• Make copies for John Mark, Norbert Young, and Tommy Lawson.
• Mail Norbert Young’s and Tommy Lawson’s copies monthly.
Weekly
• Verify and post dividends and interest from Merrill Lynch and Country Club Bank to the Appropriate accounts by releasing maps and creating new procedures for the new Trust accounts.
• Verify scanned documents to Synergy.
• File all correspondence, paid receipts, etc.
Semi-Monthly
• Post and release ACH transactions.
Monthly
• Print and mail monthly/ quarterly trust account statements.
• Ticklers-update and complete tickets.
• Remit Federal 945 taxes and any tax reports as necessary.
• Post monthly interest on trust accounts using Demand Note Map.
• Prepare the current month’s Annual Trust Reviews and put them in Power Point.
• Record the average balance of the Trust DDA accounts on the Earnings Credit Calculation worksheet.
• Pay FIS fees.
• Post Merrill Lynch fees and interest to Borden and Pension.
• Back up month-end Charlotte reports.
Quarterly
• Prepare and mail checks for quarterly Estimated Tax Payments.
• Contact Trust Committee members and remind them of Trust Committee Meeting.
• Prepare the Trust Committee meeting room with lunch and set up the projector for the Power Point presentation.
Annually
• Prepare and mail tax documents (W-2’s, 1099 Misc.’ 1099R’s, etc.) from Account Ability software.
• Mail Tax Returns for Trust accounts.
• Print the Annual Trust Statements for Audit to mail.
Various
• Make files.
• Add pension recipients as needed.
Qualifications:
• Associates Degree – with some accounting
• Understand Trust Accounting
• Proficiency in Microsoft Office, Excel, Word, PowerPoint, Outlook Show more details...
Reports to: SRVP Trust Officer...
Duties/Responsibilities:
Daily
• Sort and file prior day’s reports received from Charlotte System.
• Verify all transactions from the prior day have been posted correctly to Charlotte System.
• ACMS-make appropriate transfer between 636-064-2 and 636-070-6.
• Create and print checks as bills are presented for payment.
• Make deposits and create corresponding posting tickets as needed.
• Post all tickets, pending items, etc. for the day to Charlotte IEC.
• Balance all Daily transactions.
• Start overnight processing to Charlotte.
• Record checks as appropriate.
• Process Oil and Gas checks for Glenn O. Young.
• Make copies for John Mark, Norbert Young, and Tommy Lawson.
• Mail Norbert Young’s and Tommy Lawson’s copies monthly.
Weekly
• Verify and post dividends and interest from Merrill Lynch and Country Club Bank to the Appropriate accounts by releasing maps and creating new procedures for the new Trust accounts.
• Verify scanned documents to Synergy.
• File all correspondence, paid receipts, etc.
Semi-Monthly
• Post and release ACH transactions.
Monthly
• Print and mail monthly/ quarterly trust account statements.
• Ticklers-update and complete tickets.
• Remit Federal 945 taxes and any tax reports as necessary.
• Post monthly interest on trust accounts using Demand Note Map.
• Prepare the current month’s Annual Trust Reviews and put them in Power Point.
• Record the average balance of the Trust DDA accounts on the Earnings Credit Calculation worksheet.
• Pay FIS fees.
• Post Merrill Lynch fees and interest to Borden and Pension.
• Back up month-end Charlotte reports.
Quarterly
• Prepare and mail checks for quarterly Estimated Tax Payments.
• Contact Trust Committee members and remind them of Trust Committee Meeting.
• Prepare the Trust Committee meeting room with lunch and set up the projector for the Power Point presentation.
Annually
• Prepare and mail tax documents (W-2’s, 1099 Misc.’ 1099R’s, etc.) from Account Ability software.
• Mail Tax Returns for Trust accounts.
• Print the Annual Trust Statements for Audit to mail.
Various
• Make files.
• Add pension recipients as needed.
Qualifications:
• Associates Degree – with some accounting
• Understand Trust Accounting
• Proficiency in Microsoft Office, Excel, Word, PowerPoint, Outlook Show more details...
via Idaho Jobs - Tarta.ai
schedule_type: Full-time
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American Heritage Charter School seeks a positive, team-oriented elementary and physical education teacher for the 2022-2023 school year. Located on the west side of Idaho Falls, American Heritage offers a free, rigorous and patriotic education in a friendly, small, and rural school setting. Our mission is to... create educated and patriotic leaders. Our students adhere
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American Heritage Charter School seeks a positive, team-oriented elementary and physical education teacher for the 2022-2023 school year. Located on the west side of Idaho Falls, American Heritage offers a free, rigorous and patriotic education in a friendly, small, and rural school setting. Our mission is to... create educated and patriotic leaders. Our students adhere to a strict code of conduct that includes a dress code. Our teachers use the Core Knowledge Curriculum, Math in Focus, and Shurley English to give our students a broad and well-rounded education. In addition, our students study a unique American Heritage curriculum that teaches character through Cowboy Ethics and Great Expectations and encourages good citizenship through patriotic service.
Visit www.americanheritagecharterschool.com to learn more, or stop by to visit us at 35th West and 17th South in Idaho Falls. Please contact Tiffnee Hurst at (208)529-6570 if you are interested in this position.
RESPONSIBILITIES
Work Traits
-Ability to work with students, staff, parents, and the public.
-To help students learn subject matter and skills that will contribute to their development of becoming a patriotic and educated citizen.
-Plan and teach a program of study that aligns with AHCS and Idaho Core standards.
-To meet individual needs, interest, and abilities of students assigned for instruction.
-To use data to drive instruction within the classroom setting.
-To create a learning environment that is conducive to student achievement.
-Design lesson plans.
-Guides the learning process toward the achievement of curriculum goals.
-Employs instructional strategies and district-adopted materials that are most appropriate to the teaching assignment.
-To maintain accurate, complete, and correct records as required by law, district policy, and administrative protocols.
-Communicate regularly with their students’ families.
-Develop and implement reasonable rules governing student life and conduct.
-To assist with student supervision assignments that are necessary for the safe management of the school.
-Prepare and provide a substitute teacher with lesson plans or complete directions when absent.
-Attend staff meetings and serve on staff committees as requested.
-To maintain and improve professional competence.
-To continue to grow professionally.
-To maintain high standards of ethical behavior and confidentiality of student information.
-To be present and have regular, predictable attendance.
-Maintain a positive demeanor at all times including, but not limited to, use of appropriate language.
-Demonstrates an openness to suggestions for improving performance.
-Demonstrates initiative, independence and decision-making appropriate to the performance tasks of this position.
-To perform all other duties as assigned.
Job Types: Full-time, Contract
Pay: From $40,000.00 per year
Benefits:
• Dental insurance
• Health insurance
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Ability to commute/relocate:
• Idaho Falls, ID 83402: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
• Teaching: 1 year (Preferred)
Work Location: One location Show more details...
American Heritage Charter School seeks a positive, team-oriented elementary and physical education teacher for the 2022-2023 school year. Located on the west side of Idaho Falls, American Heritage offers a free, rigorous and patriotic education in a friendly, small, and rural school setting. Our mission is to... create educated and patriotic leaders. Our students adhere to a strict code of conduct that includes a dress code. Our teachers use the Core Knowledge Curriculum, Math in Focus, and Shurley English to give our students a broad and well-rounded education. In addition, our students study a unique American Heritage curriculum that teaches character through Cowboy Ethics and Great Expectations and encourages good citizenship through patriotic service.
Visit www.americanheritagecharterschool.com to learn more, or stop by to visit us at 35th West and 17th South in Idaho Falls. Please contact Tiffnee Hurst at (208)529-6570 if you are interested in this position.
RESPONSIBILITIES
Work Traits
-Ability to work with students, staff, parents, and the public.
-To help students learn subject matter and skills that will contribute to their development of becoming a patriotic and educated citizen.
-Plan and teach a program of study that aligns with AHCS and Idaho Core standards.
-To meet individual needs, interest, and abilities of students assigned for instruction.
-To use data to drive instruction within the classroom setting.
-To create a learning environment that is conducive to student achievement.
-Design lesson plans.
-Guides the learning process toward the achievement of curriculum goals.
-Employs instructional strategies and district-adopted materials that are most appropriate to the teaching assignment.
-To maintain accurate, complete, and correct records as required by law, district policy, and administrative protocols.
-Communicate regularly with their students’ families.
-Develop and implement reasonable rules governing student life and conduct.
-To assist with student supervision assignments that are necessary for the safe management of the school.
-Prepare and provide a substitute teacher with lesson plans or complete directions when absent.
-Attend staff meetings and serve on staff committees as requested.
-To maintain and improve professional competence.
-To continue to grow professionally.
-To maintain high standards of ethical behavior and confidentiality of student information.
-To be present and have regular, predictable attendance.
-Maintain a positive demeanor at all times including, but not limited to, use of appropriate language.
-Demonstrates an openness to suggestions for improving performance.
-Demonstrates initiative, independence and decision-making appropriate to the performance tasks of this position.
-To perform all other duties as assigned.
Job Types: Full-time, Contract
Pay: From $40,000.00 per year
Benefits:
• Dental insurance
• Health insurance
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Ability to commute/relocate:
• Idaho Falls, ID 83402: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
• Teaching: 1 year (Preferred)
Work Location: One location Show more details...
via Glassdoor
posted_at: 4 days agoschedule_type: Full-timesalary: 72K a yearwork_from_home: 1
Regional Sales Manager, American Heritage Lending, LLC (West Coast).
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle of our success - creating a caring experience for the families we serve across the nation...
Position Overview:
The Regional Sales Manager will have a great personality, team player,
Regional Sales Manager, American Heritage Lending, LLC (West Coast).
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle of our success - creating a caring experience for the families we serve across the nation...
Position Overview:
The Regional Sales Manager will have a great personality, team player, and customer service attitude. The Regional Sales Manager will manage the goal-oriented Correspondent Sales team and the sales function in the Division (or a specific geographic area, as determined by the National Sales Manager-Correspondent Lending). The Regional Sales Manager will also be primarily responsible for the following: recruiting, hiring, and training the sales team; originating quality loans that sell – personal production; developing and ensuring continuance of good relationships with established brokers and customers. The duties of the Regional Sales Manager include, but are not limited to, those described below.
Essential Duties & Responsibilities include:
• Strong sales skills and knowledge of the mortgage lending business.
• Exercise administrative control over the sales function of the Sales Team.
• Assume leadership role among Sales Team.
• Coach, motivate and support Sales Team to ensure growth and profitability, defining expected production goals for each Team Member and ensuring adequate working knowledge of systems.
• Responsible for the development of new business and strengthening of existing relationships by:
• Determining a prospect’s needs and selling an appropriate product; selling loans for appropriate amounts, rates and terms that comply with AHL's program guidelines.
• Maintains working knowledge of federal, state and local governments and private investors’ policies and guidelines.
• Maintains strong familiarity with current trends in the real estate and mortgage banking industries as well as the company’s operating policies and procedures.
• Formalizes sales strategies, forecasts and reports as necessary.
• Creates/maintains synergy with corporate departments.
• Provide present and potential brokers/sources with a superior level of customer service.
• Communicates and works with AHL Account Managers as necessary to ensure desired production results.
• Manage broker performance and communicate results with AHL Leadership.
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
• A minimum of 3+ years' experience in wholesale mortgage lending management experience preferred.
• Lead or supervisory skills.
• Strong interpersonal-communication and business-relationship skills.
• Proven negotiating skills and forecasting capabilities.
• Ability to conduct and attend web meetings and conference calls including presentations.
• Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
• Proficient with Encompass/LON
• Ability to attend trade shows & seminars as needed
Essential Mental & Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• Frequently required to sit, stand, kneel, stoop, or squat
• Use hands or fingers to handle or feel objects, tools, or controls
• Reach with hands and arms
• Talk or hear
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
• Occasionally lift and/or move up to 25 pounds
• Ability to analyze situations logically to identify causes and draw solid conclusions
• Ability to anticipate the consequences of a situation
• Ability to modify one’s own behavior to meet the expectations of others
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer needs
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
Physical Demands:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
This job operates in an office setting and is largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in the work environment is usually moderate.
Job Classification:
• Exempt
Location:
• Remote
Benefits:
• Medical
• Dental
• Vision
• Matching 401(k)
• Basic Life & AD&D
• Paid Time Off
• Paid Holidays
Why American Heritage Lending:
• We are a high-growth Company that doubled our staff in 2022
• Competitive Salary
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
• We are not impacted by the volatility of the interest rate
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position Show more details...
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle of our success - creating a caring experience for the families we serve across the nation...
Position Overview:
The Regional Sales Manager will have a great personality, team player, and customer service attitude. The Regional Sales Manager will manage the goal-oriented Correspondent Sales team and the sales function in the Division (or a specific geographic area, as determined by the National Sales Manager-Correspondent Lending). The Regional Sales Manager will also be primarily responsible for the following: recruiting, hiring, and training the sales team; originating quality loans that sell – personal production; developing and ensuring continuance of good relationships with established brokers and customers. The duties of the Regional Sales Manager include, but are not limited to, those described below.
Essential Duties & Responsibilities include:
• Strong sales skills and knowledge of the mortgage lending business.
• Exercise administrative control over the sales function of the Sales Team.
• Assume leadership role among Sales Team.
• Coach, motivate and support Sales Team to ensure growth and profitability, defining expected production goals for each Team Member and ensuring adequate working knowledge of systems.
• Responsible for the development of new business and strengthening of existing relationships by:
• Determining a prospect’s needs and selling an appropriate product; selling loans for appropriate amounts, rates and terms that comply with AHL's program guidelines.
• Maintains working knowledge of federal, state and local governments and private investors’ policies and guidelines.
• Maintains strong familiarity with current trends in the real estate and mortgage banking industries as well as the company’s operating policies and procedures.
• Formalizes sales strategies, forecasts and reports as necessary.
• Creates/maintains synergy with corporate departments.
• Provide present and potential brokers/sources with a superior level of customer service.
• Communicates and works with AHL Account Managers as necessary to ensure desired production results.
• Manage broker performance and communicate results with AHL Leadership.
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
• A minimum of 3+ years' experience in wholesale mortgage lending management experience preferred.
• Lead or supervisory skills.
• Strong interpersonal-communication and business-relationship skills.
• Proven negotiating skills and forecasting capabilities.
• Ability to conduct and attend web meetings and conference calls including presentations.
• Basic knowledge Non-QM; Bridge, DSCR-Business Purpose, Fix/Flip
• Strong level of proficiency in Microsoft Office- Word, Excel & PowerPoint programs
• Proficient with Encompass/LON
• Ability to attend trade shows & seminars as needed
Essential Mental & Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• Frequently required to sit, stand, kneel, stoop, or squat
• Use hands or fingers to handle or feel objects, tools, or controls
• Reach with hands and arms
• Talk or hear
• Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
• Occasionally lift and/or move up to 25 pounds
• Ability to analyze situations logically to identify causes and draw solid conclusions
• Ability to anticipate the consequences of a situation
• Ability to modify one’s own behavior to meet the expectations of others
• Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer needs
• Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
Physical Demands:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
This job operates in an office setting and is largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in the work environment is usually moderate.
Job Classification:
• Exempt
Location:
• Remote
Benefits:
• Medical
• Dental
• Vision
• Matching 401(k)
• Basic Life & AD&D
• Paid Time Off
• Paid Holidays
Why American Heritage Lending:
• We are a high-growth Company that doubled our staff in 2022
• Competitive Salary
• Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
• We are not impacted by the volatility of the interest rate
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position Show more details...
via Pennsylvania Jobs - Tarta.ai
schedule_type: Full-time
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Job Title: ACCOUNT MANAGER...
Job Summary:
Under the direction of the Accounting Manager (AM) and VP of Operations (VPO), this position is responsible for the
Accounting functions for a Portfolio.
1-2 Years experience in Accounting preferred
Essential Responsibilities:
• Process accounts payable for assigned Property Managers units.
• Process Move-In’s for
br{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]>
Job Title: ACCOUNT MANAGER...
Job Summary:
Under the direction of the Accounting Manager (AM) and VP of Operations (VPO), this position is responsible for the
Accounting functions for a Portfolio.
1-2 Years experience in Accounting preferred
Essential Responsibilities:
• Process accounts payable for assigned Property Managers units.
• Process Move-In’s for assigned Property Managers units.
• Reconcile move-outs & process bank transfers for total monthly security deposits.
• Enter new owners, properties, & units for the assigned Property Managers.
• Enter new vendors for assigned Property Managers units.
• Constant communication with both owners, vendors and tenants for assigned Property Managers units.
• Processing and mailing of owner’s financial statements
• Process Journal Entries for corrections or refunds to tenants and Owners.
• Scanning of deposits to the bank
• Making physical deposits to the bank – Once or twice a month
• Process of No Longer Managed properties.
• Enter rental increases, tenant charges, recurring charges, changes to owners & tenants for assigned Property Manager’s units.
• Download & request insurance & banking information for vendors & owners for the assigned Property Managers units.
• Occasional organization & filing of the Payables
• Processing of mail through the Postage machine
• Assist PM with other duties as needed in the management of the portfolio
• Possess in-depth working knowledge of company policies and procedures including, but not limited to, the Policy Manual, The Employee Handbook, and other job-related forms and reports.
Job Type: Full-time
Pay: $16.50 – $18.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
Schedule:
• Monday to Friday
Education:
• High school or equivalent (Preferred)
Work Location: One location Show more details...
Job Title: ACCOUNT MANAGER...
Job Summary:
Under the direction of the Accounting Manager (AM) and VP of Operations (VPO), this position is responsible for the
Accounting functions for a Portfolio.
1-2 Years experience in Accounting preferred
Essential Responsibilities:
• Process accounts payable for assigned Property Managers units.
• Process Move-In’s for assigned Property Managers units.
• Reconcile move-outs & process bank transfers for total monthly security deposits.
• Enter new owners, properties, & units for the assigned Property Managers.
• Enter new vendors for assigned Property Managers units.
• Constant communication with both owners, vendors and tenants for assigned Property Managers units.
• Processing and mailing of owner’s financial statements
• Process Journal Entries for corrections or refunds to tenants and Owners.
• Scanning of deposits to the bank
• Making physical deposits to the bank – Once or twice a month
• Process of No Longer Managed properties.
• Enter rental increases, tenant charges, recurring charges, changes to owners & tenants for assigned Property Manager’s units.
• Download & request insurance & banking information for vendors & owners for the assigned Property Managers units.
• Occasional organization & filing of the Payables
• Processing of mail through the Postage machine
• Assist PM with other duties as needed in the management of the portfolio
• Possess in-depth working knowledge of company policies and procedures including, but not limited to, the Policy Manual, The Employee Handbook, and other job-related forms and reports.
Job Type: Full-time
Pay: $16.50 – $18.00 per hour
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
Schedule:
• Monday to Friday
Education:
• High school or equivalent (Preferred)
Work Location: One location Show more details...
via Trabajo.org
posted_at: 22 hours agoschedule_type: Full-time
American Heritage Credit Union, a $4.3+ billion credit union, has an immediate opening for a Data Analyst in our Human Resources Department. This position will collect, compile, and analyze Human Resources data, statistics, and metrics related to recruitment, retention and turnover, compensation and benefits, and regulatory compliance practices. Perform routine and complex data manipulation or... modeling as well as predictive analytics in support
American Heritage Credit Union, a $4.3+ billion credit union, has an immediate opening for a Data Analyst in our Human Resources Department. This position will collect, compile, and analyze Human Resources data, statistics, and metrics related to recruitment, retention and turnover, compensation and benefits, and regulatory compliance practices. Perform routine and complex data manipulation or... modeling as well as predictive analytics in support of business decisions. Data will be used to develop and maintain scorecards, dashboards, prepare ad hoc analyses or reports on demand, make recommendations, and provide support to functional leaders to identify key data metrics in their areas. Administer the core human resources information system (HRIS) as well as other database systems to help organize and manage HR data.
RESPONSIBILITIES INCLUDE:
• Collect, compile, analyze, and manage human resources data from a variety of sources including the core human resource information (HRIS) system and other databases payroll outputs, management and employee surveys/focus groups/interviews, employment records, public and private labor statistics, market-based surveys, competitor practices, and other sources.
• Analyze data and statistics for trends, patterns, and benchmarks with attention to recruitment, onboarding, retention, engagement, turnover, compensation, benefits, and compliance with employment laws and regulations.
• Identify, recommend and, in some cases, implement short- and long-term goals, policy/practice/process improvements, and benchmarks for key metrics.
• Prepare reports, presentations, and findings and present to senior leadership.
• Ensure data quality, integrity, and compliance and remain current and knowledgeable in all aspects of data and data science.
• Provide end-user and analytical support for data analysis on projects in the Credit union.
• Recommend and assist in the sourcing and implementation of new data processes and systems.
QUALIFICATIONS:
• One to three years of experience in the following:
• ADP Workforce Now and/or other HR software and HRIS program databases preferred.
• Data/statistical analysis in areas such as HR, recruitment, compensation, training, benefits, people analytics.
• HRIS system implementation.
• Microsoft Office Suite with the ability to create charts, spreadsheets, and presentations.
• Data analysis techniques, tools and software, statistical models, metrics, and key performance indicators as well as quantitative and qualitative research methods.
• Bachelor's degree in business, computer science, statistics, human resources management, or related field of study or equivalent work experience.
• Certifications preferred: HR Data Analytics Certification; Predictive Analytics certification PHR; SHRM-CP.
• Working knowledge of human resource laws, regulations, and best practices.
• Proficiency with the organization's HRIS, payroll, and similar employee management software.
• Excellent research, analytical, and problem-solving skills.
• Excellent organizational and time management skills.
• Ability to maintain strict discretion and confidentiality due to the sensitive data involved.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
EOE M/F/D/V Show more details...
RESPONSIBILITIES INCLUDE:
• Collect, compile, analyze, and manage human resources data from a variety of sources including the core human resource information (HRIS) system and other databases payroll outputs, management and employee surveys/focus groups/interviews, employment records, public and private labor statistics, market-based surveys, competitor practices, and other sources.
• Analyze data and statistics for trends, patterns, and benchmarks with attention to recruitment, onboarding, retention, engagement, turnover, compensation, benefits, and compliance with employment laws and regulations.
• Identify, recommend and, in some cases, implement short- and long-term goals, policy/practice/process improvements, and benchmarks for key metrics.
• Prepare reports, presentations, and findings and present to senior leadership.
• Ensure data quality, integrity, and compliance and remain current and knowledgeable in all aspects of data and data science.
• Provide end-user and analytical support for data analysis on projects in the Credit union.
• Recommend and assist in the sourcing and implementation of new data processes and systems.
QUALIFICATIONS:
• One to three years of experience in the following:
• ADP Workforce Now and/or other HR software and HRIS program databases preferred.
• Data/statistical analysis in areas such as HR, recruitment, compensation, training, benefits, people analytics.
• HRIS system implementation.
• Microsoft Office Suite with the ability to create charts, spreadsheets, and presentations.
• Data analysis techniques, tools and software, statistical models, metrics, and key performance indicators as well as quantitative and qualitative research methods.
• Bachelor's degree in business, computer science, statistics, human resources management, or related field of study or equivalent work experience.
• Certifications preferred: HR Data Analytics Certification; Predictive Analytics certification PHR; SHRM-CP.
• Working knowledge of human resource laws, regulations, and best practices.
• Proficiency with the organization's HRIS, payroll, and similar employee management software.
• Excellent research, analytical, and problem-solving skills.
• Excellent organizational and time management skills.
• Ability to maintain strict discretion and confidentiality due to the sensitive data involved.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
EOE M/F/D/V Show more details...
via Jooble
posted_at: 10 days agoschedule_type: Full-time
American Heritage Credit Union, a $4+ billion credit union, has an immediate opening for a Loan Servicing Representative! This position is responsible for all member loan calls via the loan center phone queue and assisting members throughout the loan application process by offering loan products that best fit their individual needs. Perform all aspects of the loan application process for various... types of loans.
Responsibilities Include:
• Responsible
American Heritage Credit Union, a $4+ billion credit union, has an immediate opening for a Loan Servicing Representative! This position is responsible for all member loan calls via the loan center phone queue and assisting members throughout the loan application process by offering loan products that best fit their individual needs. Perform all aspects of the loan application process for various... types of loans.
Responsibilities Include:
• Responsible for lending sales through both inbound and outbound phone center.
• Inbound Responsibilities include the following:
• Maintain the established goal for abandonment rate.
• Answer all member loan questions and advise regarding product availability.
• Input loan applications received through phone, fax, email, etc.
• Contact members regarding loan application decisions and communicate stipulations.
• Verify income and update applications with required supporting documentation.
• Work all online loan application queues in our loan origination system.
• Respond to all member emails, web messages, calls, etc. in a timely manner.
• Follow up on all loan applications within 24 hours of submission.
• Verify all loan application information for accuracy.
• Review loan terms and setup closings.
• Prepare and send loan documents to members via Branch, DocuSign or mail.
• Process and fund loans.
• Outbound Responsibilities include the following:
• Contact members to offer additional loan products and services.
• Contact new members to review loan terms and offer additional products.
• Follow up on pending applications (approved but not funded).
• Perform merchant/online loan processing responsibilities including:
• Review and verify merchant/member loan packages for completeness and accuracy.
• Contact merchants/members for missing or incomplete documentation.
• Verify merchant/online loan contracts with members and cross-sell additional loan products.
• Complete the account opening process and initial member deposit if applicable.
• Process and fund merchant/online loans.
• Meet the established goals for all areas of sales.
• Track sales and cross-sales daily.
• Log all work in bags for Quality Control daily.
• Follow through with Quality Control items.
• Provide members with loan information, such as payment and MRC projections, via telephone.
• Cancel pending loans after expiration (30 days).
• Review credit reports for up-sells and cross-sells (Loan Check-up).
• Perform assigned responsibilities according to established department standards with minimum errors.
QUALIFICATIONS:
• At least one to three years of experience in loan processing.
• Requires education equivalent to a four-year high school education.
• Must be available for rotating evening and Saturday hours.
• Professional, well-developed interpersonal skills essential for servicing members and staff while projecting a positive image as representative of the Credit Union.
• Work requires a knowledge of the credit union's consumer loan products and services, policies, and procedures.
• Work requires knowledge of consumer loan processing and basic knowledge of all local, state, and federal lending regulations and guidelines.
• Requires judgment to solve day-to-day problems and provide need-based solutions, but usually within established guidelines.
• Work requires basic knowledge of Symitar, Meridian Link, Docusign, Word and Excel.
Hours:
• Monday - Friday: 8:30a.m. - 5:30p.m
• Saturdays - rotating
• Occasional late hours required if needed
Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Come experience why American Heritage Credit Union is a award winner in the Philadelphia Business Journal Best Places to Work contest!! WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU ARE FAMILY Show more details...
Responsibilities Include:
• Responsible for lending sales through both inbound and outbound phone center.
• Inbound Responsibilities include the following:
• Maintain the established goal for abandonment rate.
• Answer all member loan questions and advise regarding product availability.
• Input loan applications received through phone, fax, email, etc.
• Contact members regarding loan application decisions and communicate stipulations.
• Verify income and update applications with required supporting documentation.
• Work all online loan application queues in our loan origination system.
• Respond to all member emails, web messages, calls, etc. in a timely manner.
• Follow up on all loan applications within 24 hours of submission.
• Verify all loan application information for accuracy.
• Review loan terms and setup closings.
• Prepare and send loan documents to members via Branch, DocuSign or mail.
• Process and fund loans.
• Outbound Responsibilities include the following:
• Contact members to offer additional loan products and services.
• Contact new members to review loan terms and offer additional products.
• Follow up on pending applications (approved but not funded).
• Perform merchant/online loan processing responsibilities including:
• Review and verify merchant/member loan packages for completeness and accuracy.
• Contact merchants/members for missing or incomplete documentation.
• Verify merchant/online loan contracts with members and cross-sell additional loan products.
• Complete the account opening process and initial member deposit if applicable.
• Process and fund merchant/online loans.
• Meet the established goals for all areas of sales.
• Track sales and cross-sales daily.
• Log all work in bags for Quality Control daily.
• Follow through with Quality Control items.
• Provide members with loan information, such as payment and MRC projections, via telephone.
• Cancel pending loans after expiration (30 days).
• Review credit reports for up-sells and cross-sells (Loan Check-up).
• Perform assigned responsibilities according to established department standards with minimum errors.
QUALIFICATIONS:
• At least one to three years of experience in loan processing.
• Requires education equivalent to a four-year high school education.
• Must be available for rotating evening and Saturday hours.
• Professional, well-developed interpersonal skills essential for servicing members and staff while projecting a positive image as representative of the Credit Union.
• Work requires a knowledge of the credit union's consumer loan products and services, policies, and procedures.
• Work requires knowledge of consumer loan processing and basic knowledge of all local, state, and federal lending regulations and guidelines.
• Requires judgment to solve day-to-day problems and provide need-based solutions, but usually within established guidelines.
• Work requires basic knowledge of Symitar, Meridian Link, Docusign, Word and Excel.
Hours:
• Monday - Friday: 8:30a.m. - 5:30p.m
• Saturdays - rotating
• Occasional late hours required if needed
Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Come experience why American Heritage Credit Union is a award winner in the Philadelphia Business Journal Best Places to Work contest!! WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU ARE FAMILY Show more details...
via Glassdoor
posted_at: 21 days agoschedule_type: Full-time
Job Title: Contact Center Agent-Bilingual Department: Contact Center
Job Summary...
In our Contact Center we assist inbound callers with the following support issues: On-Call banking access, Internet banking questions and navigation, general account questions, stop payments, telephone transfers, debit card questions, increases & travel requests. We maintain and return customer calls on our after hour call center message center, and follow-up with
Job Title: Contact Center Agent-Bilingual Department: Contact Center
Job Summary...
In our Contact Center we assist inbound callers with the following support issues: On-Call banking access, Internet banking questions and navigation, general account questions, stop payments, telephone transfers, debit card questions, increases & travel requests. We maintain and return customer calls on our after hour call center message center, and follow-up with customers & non-customer regarding website product inquiries. In addition, we answer general banking questions via our BANNO online chat feature.
Duties/Responsibilities:
• Assist customer by phone or in person with the following support issues: On-Call, Internet banking, general account questions, stop payments, telephone transfers, debit card questions, increases, and travel requests.
• Maintain and return customer calls on the after hour call center message center.
• Follow-up with customers and non-customer regarding website product inquiries.
• Answer general banking questions via our Banno online chat feature.
Extra or Additional Duties:
• Attends meetings as required.
• Answer switchboard for breaks, lunch, or absences.
• Training personnel, as needed.
• Complete monthly AHB Academy training courses.
• Performs additional duties as assigned by management.
Experience:
• 1 year Teller/Personal Banker or previous customer service experience required. Must be bilingual Show more details...
Job Summary...
In our Contact Center we assist inbound callers with the following support issues: On-Call banking access, Internet banking questions and navigation, general account questions, stop payments, telephone transfers, debit card questions, increases & travel requests. We maintain and return customer calls on our after hour call center message center, and follow-up with customers & non-customer regarding website product inquiries. In addition, we answer general banking questions via our BANNO online chat feature.
Duties/Responsibilities:
• Assist customer by phone or in person with the following support issues: On-Call, Internet banking, general account questions, stop payments, telephone transfers, debit card questions, increases, and travel requests.
• Maintain and return customer calls on the after hour call center message center.
• Follow-up with customers and non-customer regarding website product inquiries.
• Answer general banking questions via our Banno online chat feature.
Extra or Additional Duties:
• Attends meetings as required.
• Answer switchboard for breaks, lunch, or absences.
• Training personnel, as needed.
• Complete monthly AHB Academy training courses.
• Performs additional duties as assigned by management.
Experience:
• 1 year Teller/Personal Banker or previous customer service experience required. Must be bilingual Show more details...
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