Lakeland Bank

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Job Locations US-NJ-Oak Ridge
The Small Business Lending (SBL) Administrator at Lakeland Bank will assist the Small Business Lending Team members with all clerical duties assignments. This position will review, analyze and complete all due diligence associated with the small business commercial loan documentation, pre-closing and post-closing process for both new loans and renewing loans.    Key Responsibilities: - Processes incoming SBL applications which will include but not limited to; documenting receipt of application packages, communicating via correspondence & phone calls, reviewing, verifying, preparing/inputting & processing of SBL applications both in paper & electronic format and creating and maintaining paper and electronic credit files. - Documents & logs receipt notifying branch & other SBL personnel) of - SBL applications & supporting information via mail, fax or electronic format. Documents procedures and other projects that arise. - Creates and prepares Account Recaps from Baker Hill systems and review Bank programs for dollar exposure or activities related to Applicant. - Verifies Applicant & Entity documentation from Bank & on-line resources along with other relevant data as needed to accurately complete input of the application into SBL's system or follow-up for missing information as necessary. - Communicates with internal and external customers via phone and correspondence (emails, documents & letters) including but not limited to new and renewal loan requests as well for portfolio monitoring and servicing requirements. - Orders and follow-up on necessary searches and other documentation with branches and external vendors to satisfy loan's pre-closing conditions. - Assists in coordinating closings with branches and commercial loan operations. - Prepares loan documentation requests along with scanning/uploading attachments for submission to commercial loan operations. - Reviews loan closing documents for accuracy, advise commercial loan operations of corrections when necessary, prepare and send out closing instructions to branches. - Reviews appropriate Bank & Baker Hill systems to identify any discrepancies between them (i.e. - codes, groups, tracking items, document exceptions, etc.) and works to correct, as part of post-closing and portfolio monitoring process. - Creates and maintain electronic files of client records for loans in SBL which includes scanning and correctly incorporating documents and attachments therein. - Creates and maintains logs, folders, processes and reports for SBL. - Creates, monitors & maintain required items for follow-up & tracking including but not limited to financial statement tracking items. - Stays current on and adheres to the Bank’s compliance & training policies. - Tracks and maintains supplies and coordinate services for equipment as needed. - Performs any other related duties as required or assigned.
ID
2021-2864
Location : Address
5736 Berkshire Valley Road
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Toms River
As a Personal Banking Consultant II at Lakeland Bank your focus is to provide outstanding service to all clients as well as the supervising and providing sales coaching to the branch team in the absence of the manager. The Personal Banking Consultant coordinates all -customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Coach and motivate branch team in the absence of the manager to achieve goals - Supervise all activities in the branch in the absence of the manager - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests    
ID
2021-2860
Location : Address
104 Route 37
Location : City
Toms River
Location : State/Province
NJ
Location : Postal Code
08753
Job Locations US-NJ-Oak Ridge
As a Personal Banking Consultant float at Lakeland Bank, you will be scheduled in different offices throughout the region, based on business needs. The primary role of a PBC is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2857
Location : Address
250 Oak Ridge Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Little Falls
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2851
Location : Address
86-88 Main Street
Location : City
Little Falls
Location : State/Province
NJ
Location : Postal Code
07424
Job Locations US-NJ-Butler
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2850
Location : Address
1410 Route 23 North
Location : City
Butler
Location : State/Province
NJ
Location : Postal Code
07405
Job Locations US-NJ-Oak Ridge
As the Junior Credit Analyst at Lakeland Bank, under direct supervision of the SVP, Credit Manager or indirect supervision of Credit Specialists, will receive on-the-job and formal credit training. You will occasionally accompany loan officers on customer calls and follow up with customers and accountants regarding required documentation or questions. We will guide you to fulfill job duties and achieve the necessary qualifications to become a Credit Analyst; and support our lending team with their credit underwriting needs at Lakeland Bank.   Key Responsibilities: - Assist with credit underwriting efforts including industry, economic and company research, loan presentation preparation, financial statement spreads, cash flow analysis and rental economics. - Prepare loan presentations for Lending Teams and Loan Committee as well as loan committee minutes. - Supports loan officers with credit underwriting efforts including industry and company research, loan presentation preparation, financial statement spreads, cash flow analyses and rental economics.  Understand and incorporate bank policy and federal regulations into each analysis. - Calculate figures and amounts such as discounts, interest, ratios, commissions and percentages. - Periodic follow-up with customers and accountants regarding required documentation or questions. - Prepare presentations to be provided to senior management and loan committee for approval of new, renewed and modified loans. - Take and prepare loan committee minutes as assigned. - Manage customer data using Baker Hill software. - Occasionally accompany loan officers on customer calls. - Perform any other related duties as required or assigned.
ID
2021-2849
Location : Address
250 Oak Ridge Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Lakewood
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2847
Location : Address
500 River Ave
Location : City
Lakewood
Location : State/Province
NJ
Location : Postal Code
08701
Job Locations US-NJ-Jackson
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2846
Location : Address
2120 W County Line Rd
Location : City
Jackson
Location : State/Province
NJ
Location : Postal Code
08527
Job Locations US-NJ-Teaneck
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2845
Location : Address
417 Cedar Lane
Location : City
Teaneck
Location : State/Province
NJ
Location : Postal Code
07666
Job Locations US-NJ-Montville
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2844
Location : Address
166 Changebridge Rd.
Location : City
Montville
Location : State/Province
NJ
Location : Postal Code
07045
Job Locations US-NJ-Stanhope
Overview As a Personal Banking Consultant (PBC) II at Lakeland Bank your focus is to provide outstanding service to all clients, supervise and coach the branch team in the absence of the manager and complete operational. The PBC II coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. The role entails but is not limited to; teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, uncovering customers financial needs, addressing and resolving customer concerns and providing solid financial stewardship. In addition, this role will oversee the teller line and Teller Manager responsibilities which could include, scheduling the tellers, branch reconciliation, proving the TCR, Vault, ATM and monitoring the teams compliance regarding policies and procedures.    The PBC II will suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program and lead others to do the same.   Key Responsibilities: - Cross-sell the bank's various products and services; refer products, drive referrals - Cross over to the platform to open new accounts and assist customers. - Train develop and motivate the team to cross-sell products and services to best meet the financial needs of our clients.  - Promote applications including types of loans available, rate and fees, processing and closing requirements - Oversee the teller line, assist customers with transactions and perform varies Teller Manager duties. - Lead the branch team on delivering outstanding service every day to every customer. - Coach and motivate others in collaboration of the branch manager; supervise all activities in the absence of the manager. - Role play with team to enhance their customer connection skills to achieve goals - Identify sales and referral opportunities both in traditional and non-traditional bank product areas. Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations. Prove Vault, TCR, TCD, ATM, and coin machine. Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2842
Location : Address
143 Route 183
Location : City
Stanhope
Location : State/Province
NJ
Location : Postal Code
07874
Job Locations US-NJ-Newton
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2841
Location : Address
11 Hampton House Rd.
Location : City
Newton
Location : State/Province
NJ
Location : Postal Code
07860
Job Locations US-NJ-Oak Ridge
Overview As the Facilities Project Manager at Lakeland Bank you will be responsible for overall project lifecycle from initial definition and gathering of business requirements through project completion. Completion of tasks associated with documentation and property/project management, as required. You will identify and manage resource requirements, define project deliverables, identify priorities and ensure quality project completion on time and within budget.   Key Responsibilities - Manage overall project lifecycle from project definition and gathering business requirements through project completion - Provide oversight to the internal maintenance team. - Maintain positive vendor and internal customer relationships - Provide day-to-day initiative and leadership skills - Establish and execute work plans in conjunction with business partners - Monitor progress and manage risks and issues - Provide regular communication of project status while ensuring project milestones are defined and met - Various Facilities related functions not related to project work - Vendor contract management - Conduct regular site visits, monitor progress of maintenance/construction projects - Participates in the alarm monitoring call list for corporate offices and has responsibilities associated with disaster recovery/crisis management events. - Back-up for the Property Manager, including rotation to coordinate after hours service requests (electrostatic cleanings, etc) - Performs other related duties and special projects
ID
2021-2840
Location : Address
5716 Berkshire Valley Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Teaneck
As the CML Administrator you will provide support to the Team Leader and Loan Officers. The CML Administrator must have the ability to prioritize the demanding tasks based on departmental and team priorities. You will be handling multiple priorities simultaneously and must have the ability to work under short deadlines.The ideal candidate is proactive and possess the ability to anticipate problems and take corrective action for resolution.   Key Responsibilities: - Preparation of loan documents, booking loans, and preparing letters - Organizes work flow for matters requiring Team Leader and lender’s attention to ensure that priority matters are accomplished in a timely manner - Communicates and responds to routine inquiries from customers and other companies or departments - Ensures that loan files contain all proper documentation including signatures and dates - Cross markets financial institution products and services - Orders credit reports, flood hazard reports and property lien search reports - Orders department supplies - Inputs data into the Baker Hill system and coordinates reports - Maintains a tickler file on loan documentation exception - Tracks and assists in correcting any regulatory or policy exceptions  
ID
2021-2836
Location : Address
417 Cedar Lane
Location : City
Teaneck
Location : State/Province
NJ
Location : Postal Code
07666
Job Locations US-NY-Highland Mills
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2835
Location : Address
556 Route 32
Location : City
Highland Mills
Location : State/Province
NY
Location : Postal Code
10930
Job Locations US-NJ-West Milford
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2834
Location : Address
1527 Union Valley Rd.
Location : City
West Milford
Location : State/Province
NJ
Location : Postal Code
07480
Job Locations US-NJ-Newton
As a Personal Banking Consultant at Lakeland Bank your focus is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.   Key Responsibilities: - Refer retail credit products and services - Promote applications including types of loans available, rate and fees, processing and closing requirements - Identify sales and referral opportunities both in traditional and non-traditional bank product areas - Achieve cross-selling goals - Deliver a "one stop" customer assistance approach - Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine - Order and ship currency and coin - Monitor and promote sales activity contests  
ID
2021-2832
Location : Address
11 Hampton House Rd.
Location : City
Newton
Location : State/Province
NJ
Location : Postal Code
07860
Job Locations US-NJ-Hackensack
The CRA Community Development Mortgage Loan Originator (CRA MLO) position is responsible for the origination of loan applications through the solicitation, procurement and development of new Realtors, attorneys, builders, financial consultants and other sources of business. The CRA MLO is expected to focus on business development activities to solicit mortgage loans that assist low- and moderate-income communities and borrowers in support of the community development initiatives of the Bank and is expected to work closely with the Bank’s Community Development Officer in order to achieve these goals and objectives. The MLO is expected to spend 90 percent of their time out of the office developing sales and contacts to acquire new business in the Bank’s assessment and market area.  This position requires the availability and flexibility to attend events and workshops on week nights and weekends.   Key Responsibilities: - Call on government sponsored, not-for-profit housing agencies, and community development agencies supporting low-to-moderate income housing interests and initiatives in the communities they serve - Conduct workshops, seminars or other focus group related activities that serve these entities. These activities may be jointly conducted with the entity or within a Lakeland Bank branch that services the low to moderate income housing interests - Originate loans within the scope of the goals established by Management which may change from time to time. - Maintain and preserve existing referral sources by regular sales calls and personal client meetings. - Conduct pre-qualification interviews with prospective borrowers to discuss the different loan programs and products that are available. - Review and analyze documentation for initial assessment regarding whether the borrower may qualify for a particular lending solution. - Taking loan applications either by telephone, in person, virtually, fax or email. - Entering loan information for prospective borrowers onto Encompass. - Reviewing new loan packages prior to submission to ensure the minimum required documents are included for the new loan submission (i.e., MSI Checklist.) - Submitting new loan packages to Operations for processing and credit decisioning. - Provide appropriate follow-up and meet with borrowers in obtaining required documentation from processing through closing to ensure a timely closing. - Attend meetings as needed. - Working in a professional and courteous manner with Company staff and personnel. - Provide outside "call reports" as requested by Management. - Promote the Company and generate good will with the MLO's own sources as well as the Company's client base by acting in a professional manner. - Appointment scheduling and personal meet up with customers to review mortgage programs and/or determine available opportunities. - Generate new business through cold calling. - Perform any other related duties as required or assigned. - Work collaboratively with management, fellow associates, and line of business partners to attain targets established by the CDAC Committee.   Monthly activities: - Minimum of 8 focused business development calls or appointments per month - Minimum of 2 workshops, seminars, outreach events - Mortgage Day/Lunch and Learn where the CRA MLO will visit a Lakeland branch as coordinated with Management on a rotating basis to promote events, discuss first time homebuyer programs and/or products as needed - Report Sales Activity weekly using Salesforce  
ID
2021-2830
Location : Address
9 Polifly Road
Location : City
Hackensack
Location : State/Province
NJ
Location : Postal Code
07601
Job Locations US-NJ-Morristown
As a Financial Adviser at Lakeland Bank (Financial Services - Raymond James), you are responsible for providing comprehensive financial planning and advice to help individuals and families pursue their finance goals. You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and brokerage services including wealth management, insurance, and trust services. Your objective is to provide clients ongoing assistance through services and products, to assist them accumulate wealth and safeguard their assets.   This position is services Bernardsville / Morristown /Summit / Mendham / Boonton / Bloomingdale / Cedar Crest    Key Responsibilities: - Meet with clients to develop an investment and risk profile requisite for sales of NDIPs. Based on analysis of client's investment and risk profile recommend suitable NDIPs. - Process buy and sell orders of securities held by clients of the bank. - Provide investment advisory services through the use of client profiles and financial plans. - Maintain client files in accordance with FINRA. - Coach branch employees to foster qualified referrals of bank clients. - Work existing book of business to cross sell insurance and other NDIPs. - Stay current with new investment products and market trends - Attend business calls with Branch Managers and Lending Officers. - Conduct productive networking and prospecting in the community - Coordinate 401k plan reviews with product manager. - Ability to meet and exceed sales goals. - Attend Branch Investment Days and after hours events
ID
2021-2829
Location : Address
151 South Street
Location : City
Morristown
Location : State/Province
NJ
Location : Postal Code
07960
Job Locations US-NJ-Oak Ridge
You will have an opportunity to earn $2000.00 in bonuses working in our Call Center.   Here’s how: - After the successful completion of 30 days of employment you will receive a $500.00 bonus - After the successful completion of 90 days of employment you will receive an additional $500.00 bonus - After the successful completion of 12 months of employment you will receive an additional $1000.00 bonus As the Call Center, Customer Service/Financial Service  associate at Lakeland Bank you will be responsible for handling a variety of customer calls in a prompt and courteous manner.  The Call Center associate will resolve various inquiries and problems regarding our customers account information and transactions.  You will complete and maintain related reports, records, and files.  The Call Center associates have goals and will cross sells our services and products to help our clients meet their financial needs.  The Call Center associate will support all functions within the Call Center.   Key Responsibilities: - Handle a high volume of customer calls in a professional manner with an enthusiastic and positive attitude - Effectively and efficiently come to Resolve all customer problem and/or inquiry in a friendly, prompt and efficient manner - Assess cross-selling opportunities to meet customer needs. Offer products based on the assessment - Understand related deposit functions, i.e., input to and Effectively utilize the banks computer system to extract information and research account problems/concerns etc. - Confidently share product knowledge of Lakeland's lending functions; personal loans, auto loans, home equity lines, first mortgages, etc., non-traditional banking products and services and applicable disclosure statements - Perform outbound calls to customers to schedule appointments with business prospects on behalf of branch managers and and others business partners through the bank - Other projects and duties as assigned
ID
2021-2827
Location : Address
250 Oak Ridge Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438

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