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One Month AgoSaved
In-Office
Bristol, PA, USA
Junior
Junior
Financial Services
Supervise Customer Success and Business Development specialists, manage escalations and account retention, administer Salesforce, Zoom Contact Center, online account opening and chat platforms, ensure compliance with banking regulations (BSA/AML), train and coach team members, compile call analytics and KPIs, and support Deposit Operations and technology road map execution.
Top Skills: Customer Chat PlatformMS OfficeOnline Account Opening PlatformQwickrateSalesforceZoom Contact Center
One Month AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
Lead a credit team to underwrite and approve complex commercial loans, prepare credit memoranda, ensure policy and regulatory compliance, coach analysts, manage workflows, and collaborate with lenders and loan operations to support timely loan originations, renewals, and modifications.
Top Skills: Credit SystemsMS OfficeWorkflow Platforms
One Month AgoSaved
In-Office
3 Locations
Junior
Junior
Financial Services
Administer and optimize the bank's Salesforce environment (Sales, Service, Financial Services Clouds). Configure objects, flows, validation rules, page layouts, and Lightning UI; build reports/dashboards; manage users and integrations; lead Salesforce committees; triage support tickets; perform release impact evaluations; and collaborate on executive reporting, training materials, and compliance-related processes.
Top Skills: Analytics StudioCRMExcelFinancial Services CloudLightningMcifMicrosoft WordPowerPointSales CloudSalesforceSalesforce FlowService CloudValidation RulesWorkflow Rules
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