POSITION SUMMARY: The Wealth Relationship Manager (WRM) works with the WealthSouth (WS) team of specialists to ensure delivery and execution of the client experience and service standards. Through collaboration with WealthSouth specialists, the WRM works to identify prospect needs. Once individual needs are determined, the WRM is responsible for working with team members to ensure appropriate information exchange and necessary resources are avai...
SUMMARY. The Training Specialist will organize, facilitate, create, develop, implement, and conduct training and development programs for all associates. ESSENTIAL DUTIES and RESPONSIBILITIES. include, but are not limited to the following. Develop new & maintain existing bank-wide training program materials for all courses and programs as well as conduct targeted re-training of current branch staff when necessary. Conduct in-person and virtual tr...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
SUMMARY. This position will fulfill the duties of a teller as described below by traveling as needed between multiple offices. Teller will be based in our Cranberry Township location, but may travel to South Side and Aspinwall offices, as needed. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver...
SUMMARY. This role will serve as the first point of contact and supervision for a team of relationship managers for commercial lending, treasury management and small business lending. This role will be responsible for coaching team members in sales technique, problem resolution, credit analysis and performance management. Additionally, this role will have its own individual production and referral goals as part of business development and mainten...
Position Summary. . Processing of Consumer, Commercial, Residential real estate early disclosures, closing documents and all renewal documents. Essential Functions. 1. . Prepare Consumer or Commercial documents as requested by lenders and or loan assistants in a timely manner. 2. . Prepare residential real estate early disclosures and closing documents upon request from loan assistant/lender. 3. . Order flood determinations for all real estate lo...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
