Lakeland Bank

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Job Locations US-NJ-Ringwood
Position Overview: As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a full-time seasonal PBC Float position, 40 hours per week. This position supports our Ringwood office.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.    Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-4042
Location : Address
45 Skyline Drive
Location : City
Ringwood
Location : State/Province
NJ
Location : Postal Code
07456
Job Locations US-NJ-Westwood | US-NJ-Park Ridge
As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a seasonal PBC Float position, 40 hours per week. This position supports our offices in Park Ridge and Westwood.     The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.      
ID
2024-4039
Location : Address
21 Jefferson Avenue
Location : City
Westwood
Location : State/Province
NJ
Location : Postal Code
07675
Job Locations US-NJ-Oak Ridge
As the Business Document Specialist at Lakeland Bank your primary function will be to review all Business Documents on a daily basis through the Business Review workflow in Director Unity Client.   Key Responsibilities - On a daily basis, review Business Documents for all new Business Accounts through the Business Review Workflow in Director Unity Client. This includes:  - Verify accounts back to the core and ensure all required documentation has been archived.  - Remit back to  Branch informing of any errors or omissions. - Review Signature Cards /CIS forms and Resolutions archived to Director for updated accounts. - Follow up on Business Docs that have not been sent by the Branches for any new accounts. - Execute a Gateway search to verify the existence of a NJ business entity OR visit the website of the Secretary of State of a different state to verify the existence of a non-NJ entity (when necessary). - Assist Branch Team in review of relative documents for prospective business customers. - Advise Branch Team of what documents are required to open a particular Business Account. - Collaborate with BSA Team on various issues related to business documentation and policy. - Serve as backup for review of daily Branch File Maintenance report. - Perform any other related duties as required or assigned
ID
2024-4036
Location : Address
5716 Berkshire Valley Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Oak Ridge
This is a temporary assignment with an anticipated end date of August 2024.    As the Junior Loan Servicing Payoff Specialist at Lakeland Bank you will perform duties required to service all types of existing loans including responding to customer requests, preparing payoff statements timely and accurately, processing payoff funds, researching and completing the necessary legal documents to obtain a discharge/release of the mortgage.  The specialist also handles customer service calls and e-mails.   Key Responsibilities: - Process payoff requests in a timely and accurate manner. Prepares the payoff quotes within regulatory guidelines. - Responds to inquiries and customer service requests related to the payoff process. - Interact with branches and customers, performing research, resolving issues and communicating with clients when needed. - Prepares and records the lien release/discharge documents in a timely manner based on established state laws. - Process payoff checks, including preparing loan and general ledger tickets; paid loan sheets. - Monitor all phases of the payoff process to ensure compliance with state, federal, and investor guidelines. - Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. - Perform any other related duties as required or assigned.
ID
2024-4032
Location : Address
5716 Berkshire Valley Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Oak Ridge
As the Deposit Operations Specialist you will be responsible for completing tasks within the Deposit Operations Department.    We anticipate the assignment will end in August 2024.    Key Responsibilities: - Daily processes such as Account Opening,  Account Maintenance, Disputes, Third Party Verifications, Check Distributions, Wires , ACH Reviews, Decedent and Legal Processing - Monetary reviews; ODP, non-posts, RICL “Return item cash letter”, exceptions, overdrafts, ARGO, large dollar, foreign check collections, EARNS, mobile deposits, adjustments, blocks and stop payments. - Non-monetary reviews; maintenance, dormant, escrow, returned mail, 3rd party information requests, closed accounts, business and consumer documents, instant issue, e-funds, holds, decedent, subpoenas, levies and year end processes.     - Handles inbound and outbound wire transfer processing - Process mail deposits and restitutions to the correct account - Processes documentation for non-standard account processing (Estate, Guardianships, Power of Attorney, Name Changes, and Third Party Verifications, etc.) - Reviews account processing activities (customer account maintenance & documentation changes, new account documentation, deposit exceptions, form transmittals for scanning, etc.) - Corresponds with branches/call center via phone or in writing as appropriate to resolve service requests - Processes deposit return transactions; interacts with BSA/Fraud team reporting suspicious activities - Meet established goals for all metrics, including Quality and Productivity - Daily processing of Instant Issue Cards - printing, stuffing and mailing. - Processes all items/requests in accordance with regulatory standards and bank policy and procedures to ensure compliance - May act as mentor and provide training to less experienced staff within Deposit Operations.  - Perform any other related duties as required or assigned
ID
2024-4028
Location : Address
5716 Berkshire Valley Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NY-Highland Mills
As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a seasonal PBC Float position, up to 40 hours per week. This position supports our office in Highland Mills, NY.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.      
ID
2024-4008
Location : Address
556 Route 32
Location : City
Highland Mills
Location : State/Province
NY
Location : Postal Code
10930
Job Locations US-NJ | US-NJ-Hamilton | US-NJ-Hightstown
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.   The territory for this position is Mercer County, NJ.     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
2024-4004
Location : State/Province
NJ
Location : Postal Code
08690
Job Locations US-NJ-Skillman
Position Overview: As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a full-time Seasonal Personal Banking Consultant position, supporting our Skillman office.      The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.    Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-4002
Location : Address
995 Route 518
Location : City
Skillman
Location : State/Province
NJ
Location : Postal Code
08558
Job Locations US-NJ-Freehold | US-NJ-Long Branch | US-NJ-Shrewsbury | US-NJ-Rumson | US-NJ-Fair Haven | US-NJ-Little Silver | US-NJ-Asbury Park
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a Full-Time temporary assignment supporting our Little Silver, Asbury, Long Branch, Fair Haven, Freehold, Rumson and Shrewsbury offices. You will be scheduled in different offices throughout the region, based on business needs The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.  
ID
2024-3992
Location : Address
3441 US Hwy 9
Location : City
Freehold
Location : State/Province
NJ
Location : Postal Code
07728
Job Locations US-NJ-Vernon
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   This is a full-time Seasonal Personal Banking Consultant Float position, primarily supporting our Vernon office.      Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3989
Location : Address
529 Route 515
Location : City
Vernon
Location : State/Province
NJ
Location : Postal Code
07462
Job Locations US-NJ-Branchville | US-NJ-Lafayette
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   This is a full-time Seasonal Personal Banking Consultant Float position, supporting our offices in Branchville and Lafayette.         Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3988
Location : Address
3 Broad Street
Location : City
Branchville
Location : State/Province
NJ
Location : Postal Code
07826
Job Locations US-NJ-Stanhope | US-NJ-Wharton
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   This is a full-time Seasonal Personal Banking Consultant Float position, supporting our offices in Stanhope and Wharton.     Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3987
Location : Address
143 State Route 183
Location : City
Stanhope
Location : State/Province
NJ
Location : Postal Code
07874
Job Locations US-NJ-Franklin | US-NJ-Wantage
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   This is a full-time Seasonal Personal Banking Consultant Float position, supporting our Franklin and Sussex Wantage offices.     Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3984
Location : Address
25 Route 23
Location : City
Franklin
Location : State/Province
NJ
Location : Postal Code
07416
Job Locations US-NJ-Westwood | US-NJ-Rochelle Park | US-NJ-Park Ridge | US-NJ-Wyckoff | US-NJ-Carlstadt
As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a seasonal PBC Float position. This position supports our offices in Rochelle Park, Park Ridge, Westwood, Wykoff, and Carlstadt.     The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.      
ID
2024-3983
Location : Address
21 Jefferson Avenue
Location : City
Westwood
Location : State/Province
NJ
Location : Postal Code
07675
Job Locations US-NJ-Westwood | US-NJ-Wyckoff | US-NJ-Park Ridge | US-NJ-Waldwick
As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a seasonal PBC Float position, 40 hours per week. This position supports our offices in Waldwick, Park Ridge, Westwood and Wyckoff.      The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.      
ID
2024-3982
Location : Address
21 Jefferson Avenue
Location : City
Westwood
Location : State/Province
NJ
Location : Postal Code
07675
Job Locations US-NJ-Bloomingdale
Position Overview: As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a full-time seasonal PBC Float position, 40 hours per week. This position supports our office in Bloomingdale.     The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.    Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandizing guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3976
Location : Address
28 Main Street
Location : City
Bloomingdale
Location : State/Province
NJ
Location : Postal Code
07403
Job Locations US-NJ-Bernardsville | US-NJ
As a Relationship Manager in Healthcare Lending you will develop commercial loan requests from centers of influence, existing customers and other sources. The ideal candidate is able to underwrite specific credit requests which could include Healthcare and Not-for-Profit Lending. The RM will prepare and present loan offerings to designated levels of authority. Manage the entire credit approval process through closing by directing administrative staff and/or legal counsel. Monitor and maintain relationships to insure timely loan administration which may include repayment, receipt of required financial updates, detection of potential problems and opportunities for additional business. Refer and/or cross-sell other bank services. Active involvement in community and business organizations is encouraged.  Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.   Key Responsibilities: - Develop business opportunities through customer, professional and organizational contacts. - Understand, structure and present loan requests to optimize the return to the bank. - Review loan documentation for correctness, attend loan closings, and follow up on missing or exception items. - Monitor delinquencies, overdrafts and financial indicators of potential loan repayment problems. - Organize and prioritize work-flow to ensure highest priorities are addressed on a timely basis. - Attend Bank meetings as needed. - Perform any other related duties as required or assigned.
ID
2024-3955
Location : Address
155 Morristown Rd.
Location : City
Bernardsville
Location : State/Province
NJ
Location : Postal Code
07924
Job Locations US-NJ-Oak Ridge
The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. The PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.   This is a full-time Seasonal Personal Banking Consultant Float position, supporting our Milton office.   Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3947
Location : Address
5729 Berkshire Valley Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438
Job Locations US-NJ-Perth Amboy
Position Overview: As a Personal Banking Consultant Float at Lakeland Bank your focus is to provide outstanding service to all clients. The primary focus of a Personal Banking Consultant (PBC) is to establish relationships with customers and prospective customers in order to understand, identify, and satisfy their financial needs and to provide a positive customer experience during every branch interaction.   This is a full-time Seasonal Personal Banking Consultant Float position, primarily supporting our Perth Amboy office.       The PBC role is dynamic and includes fulfilling the customer’s transactional and service needs on a day-to-day basis. In addition, the PBC supports a variety of customer functions of the retail branch office: coordinating work within the unit or department, as well as with other units or departments; responding timely to inquiries or requests for information, provide solutions to complex questions, address and resolve customer concerns and provide financial solutions; escalate information to a supervisor when necessary, and engaged in identifying opportunities to offer additional bank products and services. The PBC offers products and services based on needs, as identified utilizing the skills learned in Retail Sales and Product training.    Key Responsibilities: - Assist all bank customers and prospects with account inquiries on Lakeland Bank deposit, loan, and ancillary products and services. Required to identify Lakeland Bank products and services where appropriate or applicable. - Responsible to refer bank products and services based upon customer needs; this includes deposit, loan and ancillary products and services. Referrals will assist in obtaining assigned qualified referral goals. - Assist in completing all scheduled branch operations and functions. This includes responsibility of ATMs, TCRs, vault, ordering/shipping currency and coin, completing branch audits, process routine and non-routine transactions, safe deposit boxes, etc. Some of these responsibilities may be required on a daily basis. - Assist customers and prospective customers daily with their financial needs, including but not limited to, account opening, account maintenance, accepting/submitting loan requests, and processing transactions. Fulfill regulatory disclosure requirements and the issuance of. - Responsible to report all suspicious activity and large currency transactions based on bank BSA/AML policies and procedures. - Ability to work independently on tasks and assignments that are may be complex in nature. Research and gather information to make and convey effective recommendations while maintaining proper BSA/AML regulatory and bank procedural compliance requirements. - Follow established branch appearance and merchandising guidelines. - Document required sales/service related activities in the bank CRM daily. - Responsible to strictly adhere to all regulatory, compliance, BSA/AML, security and internal bank policies and procedures.
ID
2024-3946
Location : Address
145 Fayette Street
Location : City
Perth Amboy
Location : State/Province
NJ
Location : Postal Code
08861
Job Locations US-NJ-Oak Ridge
As the Senior Compliance Analyst at Lakeland Bank you will assist the Compliance Officer and the Compliance Program Officer with the implementation, assessment, monitoring, reporting and fulfillment of the Bank’s compliance monitoring program.  You will also be responsible for supporting the second line of defense for compliance assurance activities related to the Bank’s overall Compliance Management Program. This position has a hybrid work schedule. Our office is located in Oak Ridge, NJ. Key Responsibilities: - Develop and/or prepare monitoring review scoping and testing plans with supporting documentation, which shall include validation of regulatory components, Bank procedures and processes. Includes creation and updating of checklists used for reviews. - Responsible for collection of documents, forms, policies, procedures and other work product to be tested during assigned compliance monitoring reviews. - Responsible for identifying additional work necessary to conduct reviews, such as scheduling meetings with impacted business lines and following up on missing or inadequate documentation. - Conduct assigned compliance monitoring reviews and perform testing to ensure compliance with consumer regulations; ensuring reviews are conducted on time and according to the monitoring schedule. - Prepare preliminary reports of issues or findings with root cause analysis and improvement recommendations (when warranted) to the Compliance Program Officer. - Document review work papers sufficiently, such that all supporting documentation evidences reviews conducted, illustrates findings and supports the review scope. - Prepare compliance monitoring reports as directed by Compliance Program Officer. - Conduct follow up with business units on implementation and status of monitoring review recommendations and/or findings, issue-tracking, including notifying business lines of impending due dates, escalating unresolved issues appropriately and performing retesting as directed. - Responsible for reviewing and validating various Compliance forms and disclosures as distributed throughout the Bank. - Responsible for maintaining and managing workflow of advertisements and other promotional materials and approval of such (including branch flyers, posters, notices, marketing brochures, internet, email, television, radio, statement messages, etc.) for compliance with applicable laws and regulations. - Maintain the Bank’s complaint management system: track investigations of customer complaints, ensure third party vendor complaints are maintained and maintain the Compliance Department log of consumer complaints. - Participate in regulatory project teams, new initiative/product deployment and conduct regulatory research projects as assigned. - Act as resource for personnel questions on compliance issues and assist with remediation or answers. - Create and/or update internal department procedures as necessary. - Comprehend and follow requirements of all laws, Bank policies and procedures applicable to the responsibilities of the position. - Coordinate the mailing or distribution of annually-required compliance notices, including but not limited to Privacy and ATM Safety. - Assist the Compliance Program Officer in the documentation and maintenance of the Compliance page on the Bank’s Resource Center. - Prepares Compliance Alerts as directed by the Compliance Program Officer. - Assist in compiling materials for internal and external audits, as well as regulatory examinations. - Participates in administrative functions of the Compliance Department. - Conducts and/or provides assistance on special projects, as required. - Assist other compliance personnel as needed and perform any other related duties as required or assigned.
ID
2024-3909
Location : Address
250 Oak Ridge Rd.
Location : City
Oak Ridge
Location : State/Province
NJ
Location : Postal Code
07438

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