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The US Consumer Compliance team is primarily responsible for auditing US Consumer Compliance regulations (including but not limited to UDAAP, Fair Lending, TILA, HMDA, RESPA, TISA, etc. Compliance Audit is to oversee testing of design and operational effectiveness focused on TD Bank's US Operational

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer Banking and Lending division. Wells Fargo is an equal opportunity employer. Wells Fargo requires you to directly represent your own experiences during the recruiting and hirin

You have at least three years of marketing/ad review work experience in a bank or fintech compliance role, focusing on financial services consumer banking, payments, or lending compliance;. Serve as the primary compliance point of contact for compliance review of marketing/consumer facing materials.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.Required Qualifications:, • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experienceDesired Qualifications:, • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.Job Expectations:, • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk Appetite. You will independently assess sampled borrowers' risk rating accuracy, underwriting quality, monitoring

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Refer customers' financial needs to other bankers and partners as needed. Associate Personal Banker (SAFE).

Job DescriptionDescription: The most prestigious lending institutions trust Zwicker & Associates, P.C. to protect their legal interests nationwide. Zwicker & Associates P.C. is a national creditor rights law firm that emphasizes ethics, compliance, and assertive representation of our clients’ interests, making us the industry leader in debt collection. Founded in 1991, Zwicker represents lenders in various consumer and commercial recovery efforts and litigation. Zwicker is headquartered in Andover, Massachusetts, and has office locations across the United States. Zwicker is presently seeking a Litigation Assistant to join our team and provide legal administrative onsite support for our office in Voorhees, NJ. We are seeking a candidate eager to learn, with exemplary organizational, written, and verbal communication skills. We seek out candidates whose diverse skills, backgrounds, and experiences enable the Zwicker team to innovate and excel collaboratively in performance. The successful candidate will be responsible for managing legal documents, analyzing and processing data, and providing administrative support. The base hourly rate for this position is $19.50-$21.00, plus applicable bonus. Responsibilities of Legal Assistants include • Analyze and process data, as assigned, to ensure that proper workflow is being adhered to pursuant to the expectations of both clients and Zwicker & Associates, • Provide and assist in high-level legal administrative and office management support to the Office Manager and attorneys on-site, • Utilize internal software to properly update and document the status of each account in the assigned inventory, • Prepare documentation for attorney review, • File (paper or e-file) pleadings with the various state-specific court filing systems, • Answer incoming calls, • Communicate effectively and appropriately with team members and outside parties, • Comply with all applicable standard operating procedures set forth by the Firm, • Perform other duties as assignedRequirements:, • Strong organizational and time management skills, • Proficient computer skills, including experience in Microsoft Office suite, specifically strong Excel skills, • Excellent oral and written communication skills, • Great attention to detail, • Professionalism and a winning attitude, • Be able to communicate in a common language with (or to) individuals or groups verbally and/or in writing, • Be able to operate a computer, phone, or equivalent device, • Be able to complete a minimum of a 40-hour flexible workweek schedule, • Be able to lift five pounds or greater, • Be able to sit 90% of the workday at times, • Be able to bend at the waist and be mobile when needed Zwicker & Associates, P.C. is committed to providing equal employment opportunities to qualified individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. If you wish to seek an accommodation regarding the requirements of this position, please inform Human Resources Management. This is a full-time, full-benefit position. The benefit package includes medical, vision, and dental insurance, long-term disability insurance, life insurance, compensated time off, paid holidays, and 401 (K) with match: no phone calls, no agencies, EOE, drug-free workplace. Please review our Applicant Privacy Notice: Each posted position will be active for at least five (5) business days, during which time all qualified and eligible employees can apply.

Job DescriptionFuel market expansion. Build high-performing teams. Lead with impact. We’re looking for an experienced people leader to champion regional growth as a Market Development Manager (Sales Leader) in Pennsylvania. In this role, you’ll build and lead a field sales team, forge high-impact dealership partnerships, and play a key role in accelerating Lendbuzz’s market growth strategy. If you thrive in the field, lead by example, and know how to turn relationships into revenue, this is where you’ll make your mark. *Residence within or near the assigned geographic territory is required.*Key Responsibilities • Lead and Grow the Market Own territory expansion strategy — identifying sub-markets, high-opportunity dealership partners, and long-term growth channels., • Develop and Coach Talent Hire, mentor, and elevate a team of Dealership Account Managers, building a performance-driven culture rooted in accountability, resilience, and partnership excellence., • Build and Strengthen Dealer Relationships Serve as a senior relationship builder for key dealership partners, providing consultative support and reinforcing a high-touch, service-first experience., • Drive Field Production Model best-in-class selling and partnership behavior in the field, while ensuring your team is consistently executing against volume and quality targets., • Create Market Intelligence Translate field insights into strategy — providing market feedback to senior leadership, helping shape competitive positioning and local playbooks., • Partner Across the Business Collaborate with underwriting, credit, and internal sales partners to ensure seamless execution and a unified dealership experience.Qualifications, • 5+ years of experience in automotive lending, F&I, indirect auto, or dealership partnership environments, • 2+ years leading or developing a field sales team (formal or informal leadership accepted), • Proven track record of expanding territories and growing dealer production, • Strong dealership relationships and credibility within the local market, • Hands-on leadership style — you coach in the field, not from behind a desk, • Customer-focused, organized, and committed to excellence in every interaction., • Familiarity with CRM tools such as Salesforce or HubSpot., • Ability to analyze volume trends, identify opportunity gaps, and translate data into action, • Comfortable with a six-day work week and frequent in-person dealership visits, • Valid driver’s license with clean driving history; travel required throughout the region, • Bachelor’s degree in Business, Marketing, Finance, or a related field preferred., • Bilingual proficiency in Spanish and/or Portuguese is a plusWhat Success Looks Like, • A high-performing, accountable field team with strong retention, • Scalable, high-intent dealership partnerships, • Growth in regional market share and contract volume, • A coaching culture rooted in visibility, engagement, and consistency

Job DescriptionMortgage Loan Officer Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. ]]>

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Rhawn Street branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • Must possess REAL ID for this location., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Red Lion Road branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Glendora branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Glendora branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Market Street branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Full-time position- Rotating evening and Saturday hours are required. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Hunting Park branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include: • Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.)., • Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.)., • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s)., • One year to three years of similar or related experience., • A high school education or GED., • Part-Time position (averaging 27 hours per week), • Must be available for morning, evening, Weekday & Saturday hours.

Job Description The MSR II is responsible for delivering exceptional service to members by assisting with their financial needs, promoting credit union products and services, and ensuring member satisfaction. This role involves processing transactions, opening accounts, providing information on loan products and the ability to input applications and disburse loans. The MSRII also helps members manage their accounts, resolve any issues, and ensure compliance with regulatory requirements. As a Float MSR II, the ability to travel to all branches within our Branch Network on a daily basis as needed and work well in team environments. Key Responsibilities • Adheres the FHCU Service Standards as established., • Conducts basic and complex transactions in a professional, courteous manner, including but not limited to: deposits, transfers, withdrawals, payments, wire transfer paperwork, stop payments, payroll set up, opening/closing accounts, and all other financial and non-financial transactions for members., • Engages members in dialogue to obtain information regarding their financial needs and recommends the appropriate product or service based on those needs., • Meets established individual and group sales goals by using various sales techniques., • Responds to member inquiries regarding the operation of accounts, access to services, and assists members in making the most effective usage of service offerings., • Performs duties with limited supervision and resolves issues within the scope of authority assigned., • Executes loan applications and disbursements., • Makes outbound calls to members regarding outstanding loan approvals, various credit union products and services., • Attends offsite events to increase membership within our Select Employer Groups., • Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department., • Represents the credit union at various community events and assists the manager with business development duties when necessary. Education: • High School Diploma or GED required, • Minimum of 6 months experience working as a MSR I, or related position in a financial institution, • Knowledge of general banking regulations and credit union policies and procedures, • Proficient with Microsoft Office Suite, Outlook and using the Internet, • Excellent communication and interpersonal skills, • Excellent customer service skills, • Professional appearance and demeanor, • Ability to work with limited supervision and exercise judgement, • Basic knowledge of sales techniques, • Available to travel to other branches when required, • Minimum of 2 years' experience in financial services with a strong background in lending, sales, and member service., • Strong knowledge of consumer lending, regulatory requirements and loan processing., • Proven ability to drive sales while maintaining exceptional member service standards and operational efficiencies., • Strong problem solving and decision-making abilities to address member concerns and operational challenges effectively., • Knowledge of credit union products, services and compliance regulations. Benefits: We offer a range of benefits and perks based on eligibility. These benefits include: • Health, Dental, and Vision Insurance, • Company Paid Short Term (STD) & Long Term Disability (LTD), • Company Paid Employee Basic Term Life Insurance, • Voluntary Term Life Insurance for Spouse & Child(ren), • Critical Illness, Accident, and Hospital Indemnity Insurance, • Health Care Flexible Spending Account (FSA)/ Health Savings Account (HAS): Pre-taxed funds available to pay for some health-related expenses, • Tuition Reimbursement, • Employee Discount on Loans, Travel, Tickets, and More!, • 401k Match of up to 5% + A Free Annual Retirement Planning Session, • 11 Paid Company Holidays, • Up to 8 paid hours for community volunteerism The physical demands require a person to be able to stand for a period of up to eight (8) hours per day and lift items estimated in weight of 5-10lbs or more and perform repetitive hand movements on a keyboard, Americans with Disabilities Act (ADA): Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties of the position. If you need to request and accommodation please contact Human Resources at 856-232-9000 ext. 5104 or via email to . First Harvest Credit Union is an Equal Opportunity Employer/Veterans/Disabled The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of First Harvest Credit Union.

Job Description The MSR III independently performs a full range of member service, sales and operational functions while requiring minimal supervision as they serve as part of the management team. The MSR III oversees workflow, serve as a key holder, assists members, supports staff throughout the day and assists in coaching and training of staff and new team members. Additionally, the MSR III is responsible for delivering exceptional service to members by assisting with their financial needs, promoting credit union products and services, and ensuring member satisfaction. This role involves processing transactions, opening accounts, providing information on loan products and the ability to input applications and disburse loans. The MSRIII also helps members manage their accounts, resolve any issues, and ensure compliance with regulatory requirements while assisting staff throughout the day. Key Responsibilities: • Adheres the FHCU Service Standards as established., • Performs all Branch MSR duties and responsibilities with minimal supervision., • Acts as first point of contact for branch personnel regarding member issues or complaints, assisting with resolution within authority level assigned and escalating issues to a supervisor when necessary., • Coaches and assists with both training new team members joining the branch and the existing staff to ensure completion of operational, sales and service duties., • Contributes to branch sales goals by engaging members in dialogue to determine their financial needs and recommending products or services that meet those needs using various sales techniques., • Acts as key holder on rotating basis, performing branch opening and closing responsibilities., • Makes recommendations to supervisor for improvements within the branch that would result in improving the delivery of service to the membership., • Works as a team member of the office in assisting in the daily functions of operation., • Represents the credit union at Select Employer Group (SEG) events as requested., • Directs workflow of staff in absence of the Regional Manager and Assistant Branch Manager., • Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department. Education: • High School Diploma or GED, • Minimum of two (2) years as an MSR II or similar role within a financial institution, • Prior sales experience, • Thorough knowledge of credit union services, policies and procedures, • Comprehensive knowledge of banking regulations, • Proficient with Microsoft Office Suite, Outlook and using the Internet, • Highly proficient with credit union software programs, • Excellent communication and interpersonal skills, • Excellent customer service skills, • Ability to remain professional and act as a role model for others, • Ability to work with minimal supervision and exercise judgement, • Intermediate to advanced knowledge of Sales techniques, • Ability to coach and train others, • Available to travel to other branches when required, • Minimum of 2 years' experience in financial services with a strong background in lending, sales, and member service., • Previous leadership or supervisory experience required, preferably in a credit union or banking environment., • Strong knowledge of consumer lending, regulatory requirements and loan processing., • Proven ability to drive sales while maintaining exceptional member service standards and operational efficiencies., • Excellent leadership and team building skills, with experience in coaching., • Strong problem solving and decision-making abilities to address member concerns and operational challenges effectively., • Knowledge of credit union products, services and compliance regulations. Benefits: We offer a range of benefits and perks based on eligibility. These benefits include: • Health, Dental, and Vision Insurance, • Company Paid Short Term (STD) & Long Term Disability (LTD), • Company Paid Employee Basic Term Life Insurance, • Voluntary Term Life Insurance for Spouse & Child(ren), • Critical Illness, Accident, and Hospital Indemnity Insurance, • Health Care Flexible Spending Account (FSA)/ Health Savings Account (HAS): Pre-taxed funds available to pay for some health-related expenses, • Tuition Reimbursement, • Employee Discount on Loans, Travel, Tickets, and More!, • 401k Match of up to 5% + A Free Annual Retirement Planning Session, • 11 Paid Company Holidays, • Up to 8 paid hours for community volunteerism The physical demands require a person to be able to stand for a period of up to eight (8) hours per day and lift items estimated in weight of 5-10lbs or more and perform repetitive hand movements on a keyboard, Americans with Disabilities Act (ADA): Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties of the position. If you need to request and accommodation please contact Human Resources at 856-232-9000 ext. 5104 or via email to . First Harvest Credit Union is an Equal Opportunity Employer/Veterans/Disabled The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of First Harvest Credit Union.

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