Position Title: Digital Financial Partner
Department: Retail Banking
Classification: Exempt
Salary Range: $23.00 - $26.00 per hour
Position reports to: Branch Manager
Positions Supervised: Retail Banking Staff
POSITION PURPOSE
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.Cash handling and processing transactions.Organize priorities, achieve monthly goals, and deliver quality workAbility to function as Teller or Financial Service Representative to support branch needsDemonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned
Requirements
Education/Certification: Customer service and sales experience. Notary License required or within 12 months of hire.
REQUIRED KNOWLEDGE AND EXPERIENCE:
Previous call center experience a plus. Active listening and effective communication.Problem-solving abilities and technical support skills.HFCU product knowledge.Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development.Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration.Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Read LessSalary Range: $58,000 - $65,000 (depending on experience)
Benefits:
· Paid Time Off & Paid Federal Holidays
· Medical, Dental, Vision & Life Insurance
· Employee Assistance Program
· Flexible Spending Accounts / HSA
· 401K Employer Match
· Educational Assistance
· Incentives and Merit Increases
· Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Demonstrate understanding of HFCU’s Mission, Vision and Core Value’s, along with expertise in HFCU’s products and services, including all available tools and resources to effectively support the management of the team.Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU’s Relationship Building Model, and individual performance development through monthly 1X1s.Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU’s training and development efforts.Consistently work with the Retail Regional Manager to develop an appropriate succession plan.Effectively communicate with department leaders and peers to develop a network of support and collaboration.Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles, and monthly branch meetings.Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through.Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership.Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assist in recruitment efforts as needed.Partner with the Retail Regional Manager to assume responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed.Proactively plan activities to aid in the attainment of monthly goals. Partner with the Retail Regional Manager to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.Participate in community involvement to develop relationships with community leaders within your branch’s geographical location, and across HFCU’s field of membership, to increase brand awareness.Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.Maintain a safe and sound work environment adhering to all audit and security expectations.Participate in organizational team projects, representing Retail in a professional and competent manner.Performs other duties as assigned.Requirements
EDUCATION/CERTIFICATION:
Bachelors’ degree and at least 2 years’ experience as a Branch Supervisor; or a comparable combination of education and experience. Notary License required or within 6 months of hire.
KNOWLEDGE:
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
EXPERIENCE:
Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development. Experience using P.C. based software including Microsoft Office.
Skills/Abilities:
Demonstrate the ability to think critically and creatively to problem solve and build business plans.Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.Ability to project a professional appearance and positive attitude at all times.Bilingual a plus. Read LessPOSITION PURPOSE
The Assistant Branch Manager will effectively lead all employee development, operational tasks and processes within the designated Retail location in support of HFCU’s Great Worthy Cause. Lead, motivate, and develop a team to successfully attain monthly and annual goals, and ensure all service standards are adhered to, both internally and externally. Create a work environment where employees are engaged, encouraging ownership of professional development and team collaboration.
Salary Range: $58,000 - $65,000 annually, plus monthly incentives, depending on experience
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Demonstrate understanding of HFCU’s Mission, Vision and Core Value’s, along with expertise in HFCU’s products and services, including all available tools and resources to effectively support the management of the team.Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member through utilizing HFCU’s Relationship Building Model, and individual performance development through monthly 1X1s.Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with Human Resources and HFCU’s training and development efforts.Consistently work with the Retail Regional Manager to develop an appropriate succession plan.Effectively communicate with department leaders and peers to develop a network of support and collaboration.Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles, and monthly branch meetings.Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through.Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership.Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assist in recruitment efforts as needed.Partner with the Retail Regional Manager to assume responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed.Proactively plan activities to aid in the attainment of monthly goals. Partner with the Retail Regional Manager to plan sales attainment efforts, and coach and develop team members to successfully participate in such efforts. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.Participate in community involvement to develop relationships with community leaders within your branch’s geographical location, and across HFCU’s field of membership, to increase brand awareness.Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.Maintain a safe and sound work environment adhering to all audit and security expectations.Participate in organizational team projects, representing Retail in a professional and competent manner.Performs other duties as assigned.Requirements
Education/Certification: Bachelors’ degree plus one to three years’ experience as a Branch Supervisor; or a comparable combination of education and experience. Notary License required or within 6 months of hire.
REQUIRED KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
Experience Required: Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee management and development, project and team participation, and community development. Experience using P.C. based software including Microsoft Office.
Skills/Abilities:
Demonstrate the ability to think critically and creatively to problem solve and build business plans.Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.Ability to project a professional appearance and positive attitude at all times.Bilingual a plus. Read LessIf you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler’s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH ManagerAssist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing proceduresDemonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and CorporationsDemonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit UnionEngage in conversations with business members about available commercial loan products and their structuresIdentify lending opportunities through discussions with business members while opening accounts.Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.Recommend improvements to workflows, efficiency, and quality of service.Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resourcesSubmit thorough referrals to the Commercial Loan DepartmentUnderstand the documentation required for initiating a commercial loan applicationEngage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resourcesOrganize priorities effectively to achieve monthly goals while maintaining a high standard of work qualityMeet or exceed established performance goalsRespond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.Perform duties in compliance with federal and state regulations, as well as Credit Union policies and proceduresPerforming account and loan intake and fundingManage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leadsEffectively perform Lobby Engagement and First Impression Opening dailyAbility to open and close the branch as assigned by branch managementRequirements
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor’s degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.Effective communication with team members and peers to foster a supportive and collaborative network.Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.Needs-based selling with exception product knowledge.Microsoft Office Software. Read LessRate of Pay: $23.00 - $26.00 per hour
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services.Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leadsProactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate.Required expertise on all products and services offered by HFCUDemonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.Cash handling and processing transactions.Organize priorities, achieve monthly goals, and deliver quality workAbility to function as Teller or Financial Service Representative to support branch needsDemonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you.Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.Participate in organizational team projects, representing Retail in a professional and competent manner.Mentor new hiresPerforms other duties as assignedPERFORMANCE MEASUREMENTS
Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee’s leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments.
Requirements
EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire.
REQUIRED KNOWLEDGE AND EXPERIENCE:
Previous call center experience a plus.Active listening and effective communication.Problem-solving abilities and technical support skills.HFCU product knowledge.Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development.Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.Ability to project a professional appearance and positive attitude at all times.Effectively communicate with team members and peers to develop a network of support and collaboration.Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Read LessBranch Sales Manager
Location: Houston, TX.
Salary: Base salary + 1% commission of revenue.
Job Type: Direct Hire, Full-time, 40 H per week.
Shift: Monday-Friday – Business Hours
Modality: On-Site
The company provides the equipment necessary to do the job.
✨ COMPANY: Team 360 Staffing is a virtual staffing and recruitment agency connecting job seekers with the right opportunities across industries. We focus on matching talented candidates with employers' needs, ensuring successful placements for both.
Perks & Benefits:
10 days of vacation after 90 days of service.
Medical, dental, and vision insurance.
*We DON’T offer 401k.
About the Role: We are currently seeking a dynamic, talented, committed, and experienced Branch Manager for the Houston market, based in the city and/or surrounding areas.
RESPONSIBILITIES:
Analyzes client operations, communicates, develops, and presents alternative staffing strategies suited to the clients-specific needs.
Manages the Office location and all personnel within. The Manager will be in charge of the Daily Operations of the branch.
Builds business by identifying and selling prospects, and maintaining relationships with clients based on effectiveness, trust, and respect.
Identifies business opportunities by qualifying prospects and evaluating their position in the industry, researching, and analyzing sales options.
Conducts periodic sales and service calls on existing and potential clients to identify and solve problems as well as stimulate greater business opportunities.
Build and increase sales according to the targets set by the company.
Work with the recruiting department to provide training and in-house growth for all new recruits, focusing on talent acquisition, loyalty, and perceptions.
Manage all marketing required to increase sales, including travel and promotion of all sales, and direct relationship building.
Qualifications/Skills:
✅ Bachelor’s degree preferred.
✅ Previous experience in sales within the Staffing/Recruiting industry is required.
✅ Excellent organizational and time management skills.
✅ Excellent written and oral communication skills are required.
✅ Active Outside Sales Hunter.
✅ Meeting Sales Goals.
✅ Highly skilled in Microsoft Office Suite (including Word, Excel, PowerPoint, and Teams).
✅ Being bilingual (English/Spanish) is a plus.
Performance-based incentives:
The compensation is a combination of a fixed base salary and a 1% commission on revenue.
We look forward to welcoming you aboard!
Read LessLocation: New York
Salary: Base salary + 1% commission of revenue.
Job Type: Direct Hire, Full-time, 40 H per week.
Shift: Monday-Friday – Business Hours
Modality: On-Site
The company provides the equipment necessary to do the job.
About the Role:
We are currently seeking a dynamic, talented, committed, and experienced Branch Manager for the New York market, based in the city and/or surrounding areas.
✨COMPANY: Team 360 Staffing is a virtual staffing and recruitment agency connecting job seekers with the right opportunities across industries. We focus on matching talented candidates with employers' needs, ensuring successful placements for both.
Perks & Benefits:
10 days of vacation after 90 days of service.
Medical, dental, and vision insurance.
*We DON’T offer 401k.
RESPONSIBILITIES:
Analyzes client operations, communicates, develops, and presents alternative staffing strategies suited to the clients-specific needs.
Manages the Office location and all personnel within. The Manager will be in charge of the Daily Operations of the branch.
Builds business by identifying and selling prospects, and maintaining relationships with clients based on effectiveness, trust, and respect.
Identifies business opportunities by qualifying prospects and evaluating their position in the industry, researching, and analyzing sales options.
Conducts periodic sales and service calls on existing and potential clients to identify and solve problems as well as stimulate greater business opportunities.
Build and increase sales according to the targets set by the company.
Work with the recruiting department to provide training and in-house growth for all new recruits, focusing on talent acquisition, loyalty, and perceptions.
Manage all marketing required to increase sales, including travel and promotion of all sales and direct relationship building.
Qualifications/Skills:
✅ Bachelor’s degree preferred.
✅ Previous experience in sales within the Staffing/Recruiting industry is required.
✅ Excellent organizational and time management skills.
✅ Excellent written and oral communication skills are required.
✅ Active Outside Sales Hunter.
✅ Meeting Sales Goals.
✅ Highly skilled in Microsoft Office Suite (including Word, Excel, PowerPoint, and Teams).
✅ Being bilingual (English/Spanish) is a must.
Performance-based incentives:
The compensation is a combination of a fix base salary plus 1% commission of revenue.
We look forward to welcoming you aboard!
Read LessPOSITION PURPOSE
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, and generous PTO policy.
SALARY: $74,000 - $82,500 (based on experience)
ESSENTIAL FUNCTIONS AND BASIC DUTIES:
Lead, develop, and partner with the Facilities team members through the following: Adhere to the periodic performance conversations as directed by Human Resources. Ensure department staff supports and executes a frictionless interdepartmental experience for colleagues at all levels of the organization. Ensure necessary support is provided to staff as it relates to training, resources, and a suitable working environment. Manage credit union owned/operated properties: Facilitate and ensure effective Leases which provide for the Credit Union as Landlord and/or Tenant. Manage Tenant/Landlord relationships on behalf of the Credit Union ensuring adherence to agree upon terms and mitigating any associated risk. Execute space planning directives from executive management and all ancillary components of such directives. Ensure all Credit Union facilities are effectively maintained, allowing the organization to operate in safe and reasonable manner for employees and members. Lead the design, construction, renovation, and maintenance for all credit union properties with internal resources and/or external partners. Manage departmental expenses through budgeting, invoices and appropriate expense management. Provide inter-departmental support as it relates to security, facilities, and mail/package delivery services. As the Credit Union’s designated Security Officer: Maintain, in accordance with regulatory standards, the Credit Union’s Security Program, maintain all security-related equipment, policies and procedures while ensuring departmental adherence to their use and execution. Ensure compliance with the Credit Union Security Program in response to critical incidents. Timely reporting to all staff and/or executive management in the event of critical incidence as required. Maintain and develop appropriate relationships with law enforcement and security-related groups. This includes membership with the MHFSOA as a resource to the Credit Union in tracking local security/fraud threats in the area. Coordinate image retrieval and site access for law enforcement or other governmental entities as appropriate. Collaborate on interdepartmental employee relations matters, maintaining necessary confidentiality. Develop, maintain, and deliver or coordinate with appropriate outside partners to arrange, security-related training for the organization. Administer the Credit Union’s Business Continuity Program (BCP) through the following: Ensure compliance with federal and state regulatory requirements relating to business continuity. Periodic maintenance of the BCP to ensure the program is up-to-date and accurately reflects staffing, current locations, technologies, and resources. Conduct the annual BCP table-top to ensure a well-informed senior management team, and to enhance the BCP with feedback from Credit Union leadership. Ensure departmental Service Level Agreements are adhered to as committed.Develop and present material relative to Facilities and Security to senior-level positions within the Credit Union. Participate in the annual budgeting process for both the Security and Facilities Dept. and cross-departmental needs relating to facilities and security.Maintain assets and proactively prepare for replacements. Perform other duties as directed for which the employee’s knowledge, skills, and experience support.Requirements
EDUCATION/CERTIFICATION:
4-year college degree preferred plus 5+ years’ experience in security and facilities for a financial institution or closely-related organization. CRVPM Certification levels I and II within 12 months of employment. CRVPM Certification levels III and IV within 24 months of employment.
KNOWLEDGE:
NY and PA landlord tenant laws. State and Federal regulations governing Security Management Programs in the financial services industry.
EXPERIENCE:
Significant and demonstrated experience reading, interpreting, and negotiating contracts (e.g., lease and business contract review) Significant experience managing facility, security, landlord and tenant relationships. 5+ years leadership experience. Experience using P.C. based software including Microsoft Office, etc.
SKILLS/ABILITIES:
Ability to project a professional appearance and positive attitude at all times. Excellent project management and communication skills including the ability to communicate complex compliance issues to staff.
Read Less