Management Trainee
Master all aspects of branch operations in order to assume a management position within
the branch network. Performs all customer service activities as well as assists the Branch
Management Team in the supervision of other Branch staff. The Management Trainee will perform
these functions in conjunction with the Management Team’s goals and objectives.
Education Requirements: Bachelor’s Degree (any major)
Accounting Specialist
Prepare and/or review reconcilements of demand and general ledger accounts scanning the
entire balance sheet and income statement. Provide analysis and preparation of reports for
reporting and budgeting process. Provide staff resource in all areas of financial analysis
for Accounting and internal departments.
Education Requirements: Associate’s or Bachelor’s Degree (accounting major)
Financial Analyst
Prepare data and compile information for regulatory reporting. Provide analysis and preparation
of reports for reporting and budgeting process. Provide staff resource in all areas of financial
analysis for Accounting and internal departments. Review reconcilements for accuracy, aging,
and compliance with the reconciliation procedure guidelines. Communicate with both external
clients and internal departments regarding outstanding items, both verbally and through written
correspondence.
Education Requirements: Associate’s or Bachelor’s Degree (finance, economics,
or accounting major)
Fiduciary Assistant
Assists the Sr. Fiduciary Officer in day-to-day account administration: processes checks,
troubleshoots customer inquiries, answers correspondence, and other functions as may be requested.
Processes bi-weekly payments on 401K loans, performs miscellaneous department reconcilements,
coordinates and implements one-time projects.
Education Requirements: Associate’s or Bachelor’s Degree (finance, economics,
or accounting major – plus several years of experience)
Human Resources Assistant
Processes all data pertinent to the payroll, including supporting documentation, tax payments,
audit trails and permanent employee records; Performs a variety of administrative and support
tasks to the Human Resource Department.
Education Requirements: Associate’s or Bachelor’s Degree (any major – previous
HR experience helpful)
Recruitment Specialist
Responsible for recruiting and selecting staff from both external and internal sources;
provide assistance to hiring manager during the recruitment of staff. Develop and maintain
relationships with external employment sources, such as high schools, colleges, employment
agencies. Recruit applicants, screen resumes, run credit reports, check references and maintain
application files of external applicants. Schedule and conduct interviews with candidates,
both external and internal, ensuring that only qualified candidates are referred for department-level
second interviews.
Education Requirements: Bachelor’s Degree (any major)
Credit Analyst
The Credit Analyst spreads and analyzes credit and financial information on existing and
prospective loan customers.
Education Requirements: Associate’s or Bachelor’s Degree (finance, economics,
accounting, or related major – plus good computer skills)
Lending Outreach Assistant
To provide assistance to the Lending Outreach Coordinator. Counsel customers and accept
mortgage applications for the in-house and community lending programs. Coordinate appointments
with housing organizations involved with lending program applicants. Coordinate outreach
closings and attend closings as needed
Education Requirements: Bachelor’s Degree (business related major)
Help Desk Analyst
The Help Desk Analyst will provide first line technical support to clients, requiring an
aptitude for working with applications/systems to undertake analysis, diagnosis and resolution
of client problems, which may range from very straightforward problems through to more complicated
issues. Help Desk Analyst are required to respond to a large volume of calls and within a
short talk time while also providing a high degree of client satisfaction. When at branch
locations, the work may involve exposure to electric wires and outlets and safety procedures
must be strictly followed.
Education Requirements: Associate’s or Bachelor’s Degree (computer related major)
Training Specialist
Responsible for administering the teller training program and a variety of other programs
as needed; aid in the design and development of staff development programs; provide administrative
support to the training department. Design, develop, and implement management development
programs as required using in-house resources or outside personnel as required. Maintain
records on the training programs attended by staff members, to include the progress and performance
of those involved. Administer programs either by personally conducting training sessions
or by assigning specific training to other Bank staff members
Education Requirements: Bachelor’s Degree (any major – plus some HR, training
or education experience)
Marketing Specialist
Assists in the coordination of marketing activities in product management, market research,
advertising, promotions, sales & communication. Conduct research in order to analyze
current and potential products and services of the Bank. Collect, evaluate and analyze data
on customers, prospects, competitors and general market conditions. Analyze and determine
the effectiveness of promotions and advertising campaigns. Keep informed of significant research
involving the industry and competition. Monitor customer satisfaction through surveys (telephone,
online, mailed, etc.).
Education Requirements: Bachelor’s Degree (marketing, psychology or business related
major)
<< Back to Banking Home
|