Relationship Assistant
Meridian Bank Meridian Bank Exton, PA Exton, PA Full-time Full-time Estimated:
$53.
1K - $67.
2K a year Estimated:
$53.
1K - $67.
2K a year 4 days ago 4 days ago 4 days ago Meridian Bank, the wholly owned subsidiary of Meridian Corporation, is an innovative regional bank serving communities in Pennsylvania, New Jersey, Delaware, Maryland and Florida.
With more than 20 offices, including banking branches and mortgage locations, the bank offers a full suite of retail and commercial financial products and services.
Meridian specializes in business and industrial lending, real estate lending, electronic payments, wealth management solutions and equipment financing, all supported by robust digital access.
Member FDIC Equal Housing Lender.
Position
Summary:
Responsible for providing direct support to the Merit Business Funding unit for the customer service and processing of revenue advances through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position.
Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications required:
Bachelor's degree in Finance or related field; or equivalent work experience Minimum of 3 years' experience in a financial services funding environment Strong computer skills (MS Office, etc.
) High degree of attention to detail and ability to multitask Flexible approach to new assignments Essential functions and
Responsibilities:
Valid Driver's License Provides service support to sales and underwriting staff by assisting with all client servicing needs Performs diverse, advanced and confidential administrative support functions Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process revenue advances Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks Performs insurance due diligence / reviews for C&I Loans Ensures compliance to government regulations and bank policies and procedures Provides external customer support for inbound servicing inquiries related to any of the client's accounts Assists document prep unit around revenue advance funding's and related documentation activities Performs role of backup relationship manager.
Effectuates communication with customer in this role Demonstrates and promotes Meridian Bank's Core Values:
Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management and coworkers in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.
g.
Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned Success factors/job competencies:
Organizational and time management skills Ability to work with little or no supervision Advanced administrative and analytical skills Excellent interpersonal and communication skills Timely and regular attendance Completes work in a timely manner Actively seek coaching Ability to work as part of a team in a fast-paced work environment Application Access:
CRM Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions.
This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone.
Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal Location:
Various Meridian Bank locations as assigned including but not limited to the following job-related travel requirements:
Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Meridian Bank is an Equal Opportunity Employer.
Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule:
8 hour shift Day shift Ability to commute/relocate:
Exton, PA 19341:
Reliably commute or planning to relocate before starting work (Required) Work Location:
Hybrid remote in Exton, PA 19341.
Estimated Salary: $20 to $28 per hour based on qualifications.
$53.
1K - $67.
2K a year Estimated:
$53.
1K - $67.
2K a year 4 days ago 4 days ago 4 days ago Meridian Bank, the wholly owned subsidiary of Meridian Corporation, is an innovative regional bank serving communities in Pennsylvania, New Jersey, Delaware, Maryland and Florida.
With more than 20 offices, including banking branches and mortgage locations, the bank offers a full suite of retail and commercial financial products and services.
Meridian specializes in business and industrial lending, real estate lending, electronic payments, wealth management solutions and equipment financing, all supported by robust digital access.
Member FDIC Equal Housing Lender.
Position
Summary:
Responsible for providing direct support to the Merit Business Funding unit for the customer service and processing of revenue advances through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position.
Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications required:
Bachelor's degree in Finance or related field; or equivalent work experience Minimum of 3 years' experience in a financial services funding environment Strong computer skills (MS Office, etc.
) High degree of attention to detail and ability to multitask Flexible approach to new assignments Essential functions and
Responsibilities:
Valid Driver's License Provides service support to sales and underwriting staff by assisting with all client servicing needs Performs diverse, advanced and confidential administrative support functions Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process revenue advances Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks Performs insurance due diligence / reviews for C&I Loans Ensures compliance to government regulations and bank policies and procedures Provides external customer support for inbound servicing inquiries related to any of the client's accounts Assists document prep unit around revenue advance funding's and related documentation activities Performs role of backup relationship manager.
Effectuates communication with customer in this role Demonstrates and promotes Meridian Bank's Core Values:
Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management and coworkers in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.
g.
Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned Success factors/job competencies:
Organizational and time management skills Ability to work with little or no supervision Advanced administrative and analytical skills Excellent interpersonal and communication skills Timely and regular attendance Completes work in a timely manner Actively seek coaching Ability to work as part of a team in a fast-paced work environment Application Access:
CRM Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions.
This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone.
Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal Location:
Various Meridian Bank locations as assigned including but not limited to the following job-related travel requirements:
Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Meridian Bank is an Equal Opportunity Employer.
Job Type:
Full-time
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule:
8 hour shift Day shift Ability to commute/relocate:
Exton, PA 19341:
Reliably commute or planning to relocate before starting work (Required) Work Location:
Hybrid remote in Exton, PA 19341.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
