Financial Assistant (Corporate) jobs in Lebanon, PA

Financial Services Assistant

Are you looking for a career with a purpose in your local community? By working at your community bank you will find a sense of purpose in your everyday job. At Journey Bank we strive to assist, all members of our community, on their financial journey. Journey Bank is a strong, independent community bank with 22 locations and 290 employees. We are seeking a part-time Financial Services Assistant to join our team and work on-site at our Buckhorn Community Office in Bloomsburg, PA.

The Financial Services Assistant is responsible for performing a variety of duties to support the financial services function; reviewing documents, filing, and greeting customers for the department; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Essential Responsibilities:

• Receive, Read and respond to correspondence directed to the Financial Services office.
• Maintain a document file of special projects and activities in progress for the office.
• Respond and/or gather information relating to issues, following through to a satisfactory conclusion or requiring further action by staff.
• Prepare preliminary work on various future projects.
• Perform various secretarial duties. If qualified as level 2, the selected candidate will provide quotes, reports, etc., pertinent to client needs.
• Handle special projects as directed, coordinating work with other staff or clients.
• Maintains an ongoing awareness of new business opportunities.
• Greet customers in a pleasant manner, providing general information; answer and place telephone calls; maintain poise in responding to difficult customers.

Requirements: The selected candidate must have the following skills:

• A minimum of high school diploma or equivalent, with preference for advanced degree/training in a financial or related field of study.
• Minimum of three (3) years experience, in a customer-service related position is required.
• Proficient reading, writing and grammar skills; proficient math and PC skills; proficient excel spreadsheet, Word and Outlook knowledge; proficient inter-personal skills.

Cooperates with, participates in, and promotes the adherence to all internal policies, procedures, and practices in support of risk management and overall safety, soundness, and compliance with all regulatory requirements. This includes annual Bank Secrecy Act (BSA) training and complying with all BSA rules and regulations as the pertain to the job position within the Bank.

Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.

Hours: Monday-Friday, 37.5 hours per week, flexible to work additional hours as needed.

Benefits: A competitive compensation and excellent benefit package, 401(k), paid holidays, and vacation time

Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.