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ACNB Bank jobs in Frederick, MD

- 136 jobs
  • Community Banking Manager

    Acnb Bank 3.6company rating

    Acnb Bank job in Frederick, MD

    Lead With Purpose as a Community Banking Manager Are you a community-minded banking leader ready to take ownership of a branch, inspire a high-performing team, and make an impact where it matters most? ACNB Bank is seeking a Community Banking Manager - a relationship-driven leader who combines operational excellence with a passion for developing people and serving customers. At ACNB Bank, you'll lead a team that reflects our values: personalized service, local decision-making, and a shared commitment to strengthening the communities we serve. This is more than a branch management role-it's a leadership opportunity to shape outcomes, build meaningful relationships, and advance your career with a growing, trusted community bank. What Sets You up for Success Experience: 5+ years of progressive retail or community banking experience, including leadership or supervisory responsibility. Education: High school diploma or equivalent required; post-secondary education or equivalent work experience preferred. Leadership: Demonstrated ability to lead and motivate teams to reach performance goals and deliver superior customer experiences. Sales & Service Acumen: Skilled in identifying customer needs, promoting financial solutions, and fostering a culture of relationship-based selling. Operational Expertise: Strong understanding of compliance, risk management, and branch operations. Technical Skills: Comfortable using Microsoft Office and core banking systems; embraces digital tools to enhance efficiency and customer engagement. Physical Requirements: Able to lift/move up to 50 lbs. of currency/coin as needed. Key Responsibilities Lead and Inspire: Coach, mentor, and develop your Community Banking team to deliver exceptional service and achieve sales, deposit, and lending goals. Drive Results: Lead by example as a player-coach-setting goals, tracking performance, and ensuring your office meets and exceeds business objectives. Engage the Community: Represent ACNB Bank at local events and organizations, strengthening the bank's presence and cultivating long-term relationships. Champion Service Excellence: Resolve customer concerns efficiently and ensure each interaction reflects our standard of Service Excellence. Operational Oversight: Manage branch operations including vault balancing, compliance, and risk controls with precision and integrity. Collaborate for Growth: Partner with internal business lines such as Wealth Management, Treasury Management, Mortgage Lending, and Commercial Lending to deliver comprehensive financial solutions. Why Join ACNB Bank? Lead Locally, Impact Broadly: Be part of an organization that values relationships over transactions and invests in the success of its people and communities. Growth & Recognition: Your leadership directly shapes your branch's success-and is recognized and rewarded accordingly. Empowered Environment: Make decisions at the local level with the support of a collaborative, experienced management team. Community Connection: Work for a bank that takes pride in being more than a financial institution-we're a trusted neighbor and partner. Comprehensive Benefits Package: This includes health, dental, and vision coverage, 401(k) with employer match, generous paid time off and holidays, career growth and training opportunities-all within a supportive, relationship-focused team environment. Ready to lead a team that reflects your values and ambition? At ACNB Bank , we believe leadership is personal-grounded in relationships, driven by performance, and powered by purpose. Our Careers page will help you find the job you've been looking for: *************************************** Location: 6910 Crestwood Blvd, Frederick, MD 21703 ACNB Bank is an Equal Opportunity Employer.
    $78k-99k yearly est. Auto-Apply 36d ago
  • Treasury Management Specialist

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    Make an impact from day one at ACNB Bank As a Treasury Management Specialist, you play a critical role in supporting business clients with the digital banking tools that power their daily financial operations. You'll be the go-to expert for resolving issues, improving efficiency, and ensuring smooth, secure transaction processing - all while delivering an experience that sets ACNB Bank apart. What Sets You Up for Success 3+ years of experience supporting Treasury Management, business banking operations, commercial cash services, or similar banking roles; Working knowledge of treasury products (ACH, wire origination, RDC, fraud prevention tools, etc.); Strong analytical skills with exceptional attention to detail and accuracy; Confidence learning and navigating multiple banking systems quickly; Ability to communicate clearly and professionally with business clients; Organized and able to balance multiple requests while meeting deadlines; Solid MS Office proficiency and comfort with digital banking tools. What You'll Do - Performance Objectives Become the SME for commercial treasury platforms Within 90 days, master key systems (Business Online Banking, ACH/Wires, Positive Pay, Remote Deposit Capture, ICS, Q2, Fiserv, Nautilus) and independently resolve client needs with minimal guidance. Deliver exceptional support to business clients Handle high-priority requests via phone/email-including password resets, fraud concerns, wire and ACH inquiries-with quick turnaround and positive satisfaction feedback. Ensure smooth, secure transaction operations Daily, process incoming wires, verify ACH activity, monitor RDC deposit activity, manage ICS transfers, and review risk and regulatory reports with zero significant errors. Strengthen client relationships and product adoption Identify opportunities for product enhancements or training and transition qualified leads to the Treasury Management Officer. Own the onboarding and documentation experience Partner with implementation teams to complete agreements, approvals, and setups accurately and on schedule for new and existing business clients. Keep technology and equipment on track Assist with RDC scanner inventory and supply distribution with complete accuracy and timely fulfillment. Support operational excellence and compliance Follow internal controls, risk management procedures, and audit requirements - proactively escalating any irregularities. Why You'll Love this Role You will directly contribute to our business clients' success, helping protect their funds and streamline their operations; You'll collaborate across departments and build meaningful customer relationships; We invest in your banking knowledge and long-term career growth; A stable, mission-driven organization where your work truly matters! Benefits: Benefits package including Health (starts on 1st of month after start date), Dental, and Vision Insurance; Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions; 401K with up to 4% employer match; Generous PTO package plus eleven (11) Bank paid holidays; Career growth and ongoing training and development opportunities; Family-like work environment with wellness programs; and Employee recognition & service awards. 💼 Ready to bring your strengths to our team? Apply now to become a key part of ACNB's Treasury Management team! Our Careers page will help you find the job you've been looking for: *************************************** Location: 675 Old Harrisburg Road, Gettysburg, PA 17325 ACNB Bank is an Equal Opportunity Employer.
    $72k-93k yearly est. Auto-Apply 35d ago
  • Business Banking Customer Relationship Liaison (Hybrid - Rockville, MD)

    M&T Bank 4.7company rating

    Rockville, MD job

    Provide an optimal experience to existing and prospective Business customers, ensuring creation of a consultative relationship and the provision of seamless customer service. Act as a liaison between the customer and Business & Retail Banking representatives, loan administrators, and other relevant Bank departments to enhance communication and grow opportunities in business development activities. Primary Responsibilities: Maintain frequent contact with customers throughout the customer lifecycle, ensuring seamless onboarding, analysis of service needs and consultation on service enhancements. Work to assist customers with overcoming obstacles and help to identify potential solutions. Assist Alternative Relationship Managers on the Business Banking Team with managing the team's portfolio of customer relationships working to deepen connections using proactive touchpoints and referrals and providing a supportive environment for customers to explore bank provided products and other opportunities. Act as liaison with other areas to coordinate timely completion of applications and other documentation, processing and closing of loans, as well as other relevant transactions. Document and track relevant information to ensure customer needs are being met. Maintain up-to-date information/knowledge regarding current or potential customer accounts. Ensure all loan packages are uploaded in ERM/nCino. Collect and input KYC info for all new accounts and applications. Initiate and assist with KYC refresh targets by assigned due dates. Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area. Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio. Coordinate processing of loan application and documentation and booking and processing loans. (nCino Approval Conditions, SBA Authorization/SBA concurrence, Flood certs, flood escalations and lien carveout language to ensure dates entered (Reg B) . Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis. Monitors Portfolio Loan activity and takes action to correct if deemed necessary. Assists with deposit servicing needs of business banking or commercial real estate customers (maintenance of accounts - change of business type or signer changes). Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries. Clearing any outstanding exceptions in STOC with escalation after 3rd attempt . Review and rectify loan booking errors and any loans on the 475 report with 24 hrs. As appropriate, analyze financial information under direction of Relationship Manager and assist in preparing cash flow and collateral schedules, covenant sensitivity calculations, financial models and guarantor statement analysis. Innovate ways to creatively connect the target communities and organizations with M&T Bank as well as with other available resources to generate growth and educational opportunities for all markets. As needed, attend client / prospect calls with RMs to gain a thorough understanding of the client / prospect and their business to effectively assist in annual reviews, renewals, and prospect conversions. Assist RMs in related portfolio management activities. Work with business partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned . Scope of Responsibilities: The incumbent must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs. Ability to take on any additional activities or projects. Ability to work with moderate job supervision with emergent demonstration of a leadership role within the relevant markets. This allows the business relationship managers to focus on generating sales and not the administrative responsibilities. Managerial/Supervisory Responsibilities: N/A Education and Experience Required: Bachelor's degree and a minimum of 2 years of customer service experience or in lieu of a degree a combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years customer service experience Knowledge of the bank's core word processing and spreadsheet applications, and loan, deposit and customer contact systems. Knowledge of the bank's products, operations, policies, and procedures. Solid familiarity with banking regulations, financial statements and commercial loan documentation required. Solid verbal and written communication skills Strong customer service skills with the willingness to utilize those skills in participating in the department's sales and customer retention activities. Ability to work as a team member, and to work effectively under pressure with tact and diplomacy. Strong interpersonal and presentation skills required. Highly motivated, detail-oriented self-starter. Education and Experience Preferred: Bachelor's degree and a minimum of 4 years of customer service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years customer service experience Thorough knowledge of bank related systems and software used to open and service deposit and lending accounts (ie: PACE, APPRO, ACAPS, nCino, OTP, Hogan, ERM, AKM, OnDemand, CTA, etc.) Demonstrated Sales ability Ideal candidate would have previous Relationship Liaison and Branch Manager experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.72 - $47.87 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationRockville, Maryland, United States of America
    $28.7-47.9 hourly Auto-Apply 60d+ ago
  • Merrill Market Supervision Manager

    Bank of America 4.7company rating

    North Bethesda, MD job

    North Bethesda, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. **What you'll accomplish** + Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices + This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk + Coach advisors in supporting the company strategy and continuing to grow their businesses. **Responsibilities:** + Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures + Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct + Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses + Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience + Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the role:** + Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way + A deep appreciation and understanding of our client centric strategy + Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation + Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk + Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction + Strong time management and organization skills with the ability to prioritize appropriately **Desired Qualifications:** + Bachelor's degree or equivalent work experience + Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program **Skills:** + Decision Making + Influence + Negotiation + Problem Solving + Risk Management + Adaptability + Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $87k-122k yearly est. 44d ago
  • Community Banking Specialist

    Acnb Bank 3.6company rating

    Acnb Bank job in New Oxford, PA

    Position Title: Community Banking Specialist (also known as Platform Specialist, Universal Banker, or Relationship Banker) Are you a banking professional with the drive to provide exceptional service and meet performance goals? Join our team at ACNB Bank , as a Community Banking Specialist at our New Oxford Office and play a pivotal role in shaping the financial well-being of our clients and community. We're looking for someone with banking experience (preferred), a passion for relationship-building, and the ability to deliver results. What We're Looking For: Education: High school diploma or equivalent required. Banking Experience: Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional relationship-based services . Skills & Qualifications: Proficient in Microsoft Office programs, multitasking, attention to detail, and interpersonal communication. Local Expertise: Familiarity with the New Oxford area and its community is highly preferred. Key Responsibilities: Client Satisfaction: Meet and exceed client satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a client-centric approach aligned with Service Excellence Standards. Sales Performance: Achieve and surpass individual sales targets while contributing to office-wide sales objectives by effectively identifying cross-selling and referral opportunities. Risk Management: Ensure compliance with all internal controls and regulatory requirements, minimizing risk to the bank and safeguarding against fraudulent activity. Operational Accuracy: Maintain high levels of accuracy and completeness when opening deposit accounts, processing loan applications, and conducting financial transactions. Collaborative Partnerships: Strengthen customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration. What You'll Do: Create exceptional client experiences by assessing financial needs and offering personalized banking solutions. Open deposit accounts and process consumer credit and loan applications with precision and efficiency. Build long-term relationships with clients through needs-based selling and proactive outreach. Stay informed on competitor offerings and market trends to provide clients with valuable insights. Manage risks and regulatory compliance while resolving client inquiries promptly and effectively. Benefits: Benefits package including Health (starts on 1st of month after start date), Dental, and Vision Insurance; Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions; 401K with up to 4% employer match; Generous PTO package plus eleven (11) Bank paid holidays; Career growth and ongoing training and development opportunities; Employee recognition & service awards. Why Join Us? Be part of a dynamic, client-focused environment where your expertise and commitment to excellence make a tangible impact. We value collaboration, growth, and innovation-helping you achieve professional milestones while contributing to the success of our team and community. Take your career to the next level by applying online! *************************************** Location targets: 318 Lincoln Way East, New Oxford, PA 17350 ACNB Bank is an Equal Opportunity Employer.
    $33k-43k yearly est. Auto-Apply 23d ago
  • Senior Banker - Beltway Plaza Financial Center

    Bank of America Corporation 4.7company rating

    Greenbelt, MD job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: * Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities * Assists, educates, and trains clients on conducting simple transactions through self-service technologies * Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy * Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: * Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment * In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months * Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Confident in identifying solutions for helping new and existing clients based on their needs * Strong written and verbal communications skills * Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) * Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances * Applies strong critical thinking and problem-solving skills to meet clients' needs * Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously * Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) * Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: * Associate's Degree or Bachelor's Degree in business, finance or a related field * Experience working in a financial center where goals were met or exceeded * Retail and/or sales experience in a salary plus incentive environment * Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded * Experience with financial information, spreadsheets and financial skills * Knowledge of banking products and services * Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-160k yearly est. 13d ago
  • Floating Community Banking Associate (Teller)

    ACNB Bank 3.6company rating

    ACNB Bank job in Frederick, MD

    Job Description Join Our Team as a Floating Community Banking Associate in Northern Maryland at ACNB Bank! Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environment? If so, ACNB Bank is looking for you to join our team as a full-time Floating Community Banking Associate (Teller) in Carroll and Frederick Counties! Why You'll Love Working with Us: Engage with the Community: Interact with customers and perform a variety of banking transactions to service the communities we serve. Build Relationships: Use your interpersonal skills to enhance customer relationships and provide exceptional service. Grow with Us: Opportunities to mentor new associates and generate referrals to internal business partners. Career Advancement: At ACNB Bank, we believe in promoting from within. As you demonstrate your skills and dedication, you'll have opportunities to advance to higher positions within the bank, such as Community Banking Associate II, Branch Manager, or even roles in Wealth Management, Treasury Management, Insurance Services, Mortgage Lending, and more! What We're Looking For: Education & Experience: High school diploma or equivalent. Previous customer service and cash handling experience in a retail store (Key Holder / Assistant Manager) or banking environment is preferred. Skills: Moderate reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative skills. Strong attention to detail and organizational skills. Moderate computer skills, including a working knowledge of Microsoft Office programs. Physical Requirements: Ability to regularly lift and/or move approximately 20 pounds and occasionally lift and/or move approximately 50 pounds of coin. Reliable Transportation: A quarterly stipend is provided. Pay Rate: This position typically starts at $17/hour but may be higher based on previous experience. Key Responsibilities: Customer Service: Greet and assist customers in a friendly and courteous manner using the Bank Service Excellence Standards. Transaction Handling: Accept deposits, cash checks, accept loan payments, sell official checks, and maintain an approved level of cash. Relationship Building: Ask questions and identify needs to enhance customer relationships; actively refer customers to appropriate Community Banking team members. Daily Operations: Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis. Support & Compliance: Cooperate with and support adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness. Benefits: Benefits package including Health, Dental and Vision Insurance; Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions; 401K with up to 4% employer match; Generous PTO package plus eleven (11) Bank paid holidays; Career growth and ongoing training and development opportunities; Team environment where relationships matter, and Employee recognition & service awards. Join us at ACNB Bank and be a part of a team that values community, relationships, and exceptional service. Apply today and start your journey with us! Apply Now! Our Careers page will help you find the job you've been looking for: *************************************** Locations: 21157, 21787, 21776, 21793, 21701, 21771 ACNB Bank is an Equal Opportunity Employer.
    $17 hourly 23d ago
  • Business Solutions Advisor - Flagship Center Financial Center

    Bank of America Corporation 4.7company rating

    Rockville, MD job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: * Recommends financial advice and guidance that align with client financial goals and needs * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: * Has demonstrated experience and proven success with business-to-business sales, or small business banking. * Has strong communication skills with the ability to effectively influence clients. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Has a proven sales track record. * Is able to build productive partnerships and working relationships. * Is experienced with outbound phone sales. Desired Qualifications: * Experience with financial information, spreadsheets and financial skills. * Experience with in-person customer service and sales. * Experience working with small business clients. * Experience meeting or exceeding goals. * A working knowledge of small business products and services. * Bilingual skills. Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $72k-92k yearly est. 14d ago
  • Loan Services Manager

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    Lead. Strengthen. Elevate Lending Operations. ACNB Bank is seeking an experienced and strategic banking professional to take ownership of our Loan Services Department - ensuring accuracy, efficiency, and service excellence across our loan portfolio. If you thrive in fast-paced environments where process improvement, compliance, and leadership all matter equally, this is where your expertise will make a measurable impact. What Sets You Up for Success 5+ years in loan servicing and banking operations , including at least 3 years leading teams; Strong command of loan servicing systems , processes, and compliance requirements ( DNA experience helpful); Proven ability to manage complex workflows and drive process improvements; Strength in data analysis, reporting, and accuracy controls; A leadership style centered on clarity, coaching, and accountability; Ability to communicate solutions in a clear, practical, and actionable way. What You Will Lead & Be Accountable For Optimize and strengthen loan servicing operations. You will take the lead in evaluating existing service processes, identifying risks, and implementing improvements that drive greater operational accuracy, service delivery, and efficiency. Build a culture of accountability and performance. You will develop your team through clear expectations, coaching, and engagement - ensuring every team member is working effectively to support lending operations and customer service. Ensure data integrity and regulatory excellence. You will oversee compliance requirements including HMDA, SOX controls, flood and escrow processing, year-end loan activities, and loan data accuracy across the entire portfolio. Partner across the organization. You will collaborate daily with Commercial, Consumer, Mortgage, Credit Administration, Finance, and Compliance to ensure seamless loan servicing workflows and accurate reporting. Lead technology and systems execution. As the primary contact for Fiserv DNA, you will maximize system capability, troubleshoot issues, and support the introduction of new loan products and servicing configurations. Stay ahead of risk and change. You will anticipate regulatory shifts, ensure ongoing policy alignment, and support audits with confidence, transparency, and timely resolution. Why This Role Matters Your leadership will directly influence how reliably and efficiently we serve borrowers, reduce operational risk, and deliver on the bank's service, compliance, and performance goals. You'll be empowered to elevate the department in a way that improves the lending experience for our customers and enhances confidence across the bank. 💼 Ready to Lead a Function Where Your Expertise Makes a Difference? If you're driven by continuous improvement and energized by the opportunity to lead a critical operational function - we'd love to meet you. Apply today to help shape the future of Loan Services at ACNB Bank. Our Careers page will help you find the job you've been looking for: *************************************** Location: 100 V-Twin Drive, Gettysburg, PA 17325 ACNB Bank is an Equal Opportunity Employer.
    $41k-58k yearly est. Auto-Apply 35d ago
  • Commercial Loan Documentation Specialist

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    Join the ACNB Bank Team as a Commercial Loan Documentation Specialist! Are you ready to take your finance career to the next level? ACNB Bank, in historic Gettysburg, PA , is looking for a financial administrator who wants a rewarding and enjoyable career opportunity. The Commercial Loan Documentation Specialist supports credit administration and commercial loan functions in an administrative role. What You Bring to the Table: Preferred: An Associate's degree, or higher, with an emphasis in business; Banking experience , or 3 years in a related position, including a knowledge of commercial loan products and loan documentation; Working knowledge of LaserPro . Required: A high school diploma or GED; Previous commercial loan administration experience; Strong attention to detail and analytical skills; Advanced MS Office skills, especially Word, Excel, and Outlook; Communication and interpersonal skills. Why You'll Love This Role: Use your LaserPro skills to prepare commercial loan documents needed, in order to ensure each approved loan adheres to the commercial loan policy; Works with team to ensure due diligence documents are received and correct; Applying math and accounting principles to balance loan general ledger accounts , using Excel; Enters new loans on a tracking report and issues checks and wire transfers for those loans; Why You Want to Work Here at ACNB: Benefits package including Health, Dental and Vision Insurance. Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions. 401K with up to 4% employer match. Generous PTO package plus twelve (12) Bank paid holidays. Career growth and ongoing training and development opportunities. Team environment where relationships matter. Employee recognition & service awards. At ACNB Bank , we're more than just a financial institution - we're a community-focused team that values excellence, integrity, and innovation. Join our team as a Commercial Loan Documentation Specialist and be part of a company that celebrates your contributions while helping communities thrive! Our Careers page will help you find the job you've been looking for: *************************************** Location: 100 V-Twin Dr, Gettysburg, PA 17325 ACNB Bank is an Equal Opportunity Employer.
    $32k-36k yearly est. Auto-Apply 6d ago
  • 2026 Community Branch Management Program - Greater Washington

    M&T Bank 4.7company rating

    Silver Spring, MD job

    The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the Consumer Bank. During this 1-year program, Branch Management Trainees engage in a variety of Core Training sessions which includes classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that arise. Branch Trainees will also have On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Primary Responsibilities:** + **Community Branch Management Program** **Core Training** - Branch Management Trainees will complete a one-year training program while creating and adding value to the Retail and Consumer Bank. Trainees will participate in training throughout the one-year program to learn banking, basic financial skills, effective communication and coaching practices, and advanced leadership/interpersonal skills. Throughout this time, trainees will develop a solid understanding of banking functions, processes, and operations by engaging with customers to identify financial needs across all product and service lines, resolving complex service issues, and completing accurate and timely processing of various types of transactions. Trainees will also collaborate with local small business leaders to grow community partnerships as well as taking an active role in coaching and developing their team to achieve their individual career goals. + **On-the-Job Training** - The fundamental skills taught in core training are combined with OTJ training based on individual needs of the branch and Market. Job specific training will cover departmental risk policies, procedures, systems, and financial products. Upon completion of the CBMP, Branch Management Trainees will have basic skills necessary to become entry-level professionals and/or managers in their assigned branch, based on individual performance. + **Branch Network Training** - Branch Trainees will learn numerous functions relating to operations, service, and sales in preparation for a Branch Leadership position. This will include: + Exposure opportunities to master communication and personal interaction skills, detailed product knowledge, maintaining operational efficiencies, sales skills, and achievement of sales goals. + Playing a key role in the Customer Experience, Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations). + Learning all product and service lines to be able to engage with customers to identify financial needs, resolve service issues, and complete accurate and timely processing of teller transactions. + Learning to collaborate with local small business leaders to grow your community partnerships as well as how to coach and develop a team to achieve their individual, personal, and career goals. + **Other Assigned Duties:** + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Consumer Bank. During this 1-year program, Branch Management Trainees engage in various of Core Training sessions and On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Managerial/Supervisory Responsibilities:** N/A **Education and Experience Required:** Bachelor's (or MS/MBA) candidates with: + Minimum Cumulative GPA 3.0 + Customer facing/retail work experience + Outstanding written and verbal communication skills + Strong interpersonal skills + Demonstrated presentation skills + Proven leadership abilities + Demonstrated analytical & computer skills + Work visa sponsorship not offered for this role M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.57 - $43.99 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Silver Spring, Maryland, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $29.6-44 hourly 42d ago
  • Advisor Development Program Client Associate

    Bank of America Corporation 4.7company rating

    North Bethesda, MD job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: * Developing a book of business in order to meet and exceed established performance hurdles * Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs * Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences * Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning * Organizing and managing resources (time, people, budget) to run a productive practice * Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client * Completing mandated training, assessments, performance goals and continuing education requirements We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. * Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Displays confidence working as a self-starter in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven growth mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Exceptional interpersonal and relationship building skills * Effective communication skills (written and verbal) * Proven ability to quickly build trust and credibility * Proven ability to assess needs of and recommend appropriate solutions * Proven ability to work both collaboratively on a team with key partners and independently * Proven ability to listen and probe for clarity and understanding * Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking * Strong follow-through skills * Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: * Bachelor's degree and/or a minimum of one year of work experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously Job Responsibilities: * Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Trade Operations Management * Administrative Services * Client Investments Management * Emotional Intelligence * Referral Identification * Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $44k-58k yearly est. 8d ago
  • Financial Planning & Analysis Manager

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    FP&A Manager - Turning Numbers into Strategy This is a ground-floor opportunity for an entrepreneurial finance professional to own and build the company's inaugural FP&A function. You will be the person leadership relies on to translate complex financial data into clear insight , strengthen financial discipline, and ensure the organization's performance aligns with its long-term objectives. If you are someone who prefers influence over title, analysis over noise, and meaningful work over check-the-box reporting, this role was designed with you in mind. What Sets You Up for Success Bachelor's degree in Accounting or Finance required. CFA, CPA, and/or MBA preferred. 5+ years of progressive FP&A or corporate finance experience Strong technical accounting foundation, including US GAAP and banking-specific accounting standards Advanced financial modeling skills and expert-level Excel proficiency Demonstrated ability to analyze complex data sets, identify trends, and solve business problems Strong organizational skills with the ability to manage multiple projects concurrently Clear, confident communicator who can explain complex financial information to non-financial audiences Proven judgment to align financial recommendations with business strategy and risk considerations Key Responsibilities 1. Own and elevate the budgeting and forecasting process. Deliver accurate annual budgets and forecasts that leadership trusts and actively uses. Improve forecast accuracy through stronger modeling, assumptions, and variance analysis. 2. Provide actionable insight-not just reports. Identify trends, risks, and opportunities across revenue, expenses, and key banking metrics. Present financial results in a clear narrative that enables faster, better decisions. 3. Strengthen financial modeling and long-range planning. Build and maintain short- and long-term financial models that support strategic planning, capital decisions, and growth initiatives. Evaluate scenario impacts, stress testing assumptions where appropriate in a banking environment. 4. Serve as a strategic thought partner to leadership. Support senior leaders with data-driven analysis related to investments, cost optimization, revenue growth, and strategic initiatives. Contribute financial analysis to potential mergers, acquisitions, and other strategic opportunities. 5. Improve financial processes and reporting. Identify inefficiencies in the organization and drive practical improvements. Increase accuracy, consistency, and timeliness of financial information provided to leadership. 6. Collaborate effectively across the organization. Partner closely with business units and shared services to ensure financial goals align with operational realities. Translate financial concepts for non-financial leaders in a way that builds understanding and trust. Why You'll Love this Role High visibility and influence without people-management bureaucracy. A seat at the table for strategic and financial decision-making. Work that directly impacts the financial strength and direction of the organization. A hybrid work structure , with flexibility balanced by meaningful in-person collaboration. The opportunity to bring structure, insight, and rigor to critical financial processes. If you're an FP&A professional who wants your analysis to matter-and be acted on-this role offers the scope, visibility, and challenge to do just that. Our Careers page will help you find the job you've been looking for: *************************************** Location: 100 V-Twin Drive, Gettysburg, PA 17325 - This position is considered hybrid , with the expectation that candidates live within driving distance of Gettysburg, PA to support collaboration, planning sessions, and attend key meetings. ACNB Bank is an Equal Opportunity Employer.
    $98k-123k yearly est. Auto-Apply 2d ago
  • Financial Solutions Advisor- Chesapeake Market

    Bank of America 4.7company rating

    Hyattsville, MD job

    Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; Columbia, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: - Monday - Fridays and rotating Saturdays Required Qualifications: - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: - Strong computer skills with an ability to multitask in a demanding environment. - At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: - Advisory - Account Management - Client Experience Branding - Customer and Client Focus - Oral Communications - Issue Management - Client Solutions Advisory - Pipeline Management - Active Listening - Attention to Detail - Risk Management - Policies, Procedures, and Guidelines - Client Management - Causation Analysis - Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $47k-79k yearly est. 60d+ ago
  • Commercial Loan Assistant

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    Support the Heart of our Commercial Lending Team Are you an organized, detail-oriented professional with a knack for managing loan documentation and supporting lenders? Do you thrive in a role where accuracy, follow-through, and customer service make a real impact on the success of commercial lending? As a Commercial Loan Assistant , at ACNB Bank, you'll work directly with our Commercial Lenders, Specialists, and Credit Administration team to prepare, process, and assemble the documentation that powers our business lending. This is an ideal role for someone who has worked in commercial loan servicing or documentation and is looking to take the next step in their career-gaining exposure to all aspects of commercial lending in a supportive, growth-oriented environment. What Sets You Up for Success Commercial loan knowledge - at least 3+ years of experience supporting commercial loan products, policies, procedures, and documentation. Administrative and organizational skills - demonstrated ability to juggle multiple tasks, meet deadlines, and maintain high attention to detail. Customer service and collaboration - experience working closely with lenders, attorneys, settlement agents, and insurance companies to facilitate loan closings. Technical proficiency - ability to prepare commitment letters, loan write-ups, and assemble loan packages accurately and efficiently. Strong PC skills (MS Word, Excel, Outlook)! Education - a high school diploma is required, and additional education (business emphasis) is preferred. A valid driver's license What You'll Do Support Commercial Lenders by preparing commitment letters, loan write-ups, memorandums, and assembling loan packages for settlement and post-closing. Coordinate loan documentation with attorneys, settlement agents, insurance companies, and internal staff to ensure all information is accurate and complete prior to closing. Process advances and paydowns on commercial loans, update financial information on tickler systems, and file or scan commercial loan documents for record-keeping. Track and follow up on missing documentation such as insurance, financial statements, and business agreements to ensure loan files remain current and compliant. Assist with reporting by supporting the Credit Administration team with lending reports, SBA filings (if applicable), and other departmental projects. Why You'll Love this Role Be a key partner to Commercial Loan Officers, helping them close loans smoothly and efficiently. Expand your skillset by supporting all stages of commercial loan processing-from preparing loan packages to assisting with reports and documentation tracking. Gain exposure to commercial lending operations, building a foundation for future career advancement. Work with a collaborative team that values your input and provides opportunities to learn from experienced commercial banking professionals. Make a difference by ensuring our commercial borrowers receive timely, accurate, and well-coordinated service. Ready to grow your career in commercial banking? Bring your expertise, organizational skills, and customer focus to our Commercial Loan Assistant role and help us deliver best-in-class lending support. Our Careers page will help you find the job you've been looking for: *************************************** Location: 675 Old Harrisburg Rd, Gettysburg, PA 17325 ACNB Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. Auto-Apply 22d ago
  • Senior Branch Premier Banker- Greater Central Mayland District- MD

    Wells Fargo 4.6company rating

    Gaithersburg, MD job

    **Why 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 below **Required 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 services **Desired 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 others **Job 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 + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position + 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 + This position is not eligible for Visa sponsorship **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $38.00 - $65.50 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 16 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **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. **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. **Req Number:** R-494182
    $25k-30k yearly est. 31d ago
  • Floating Community Banking Specialist

    Acnb Bank 3.6company rating

    Acnb Bank job in Gettysburg, PA

    Floating Community Banking Specialist (also known as Platform Specialist, Universal Banker, or Relationship Banker) Are you a banking professional with the drive to provide exceptional service and meet performance goals? Join our team as a Floating Community Banking Specialist and play a pivotal role in shaping the financial well-being of our customers and community. We're looking for someone with banking experience (preferred), a passion for relationship-building, flexibility, and the ability to deliver results. What We're Looking For: Banking Experience: Minimum of 2 years in banking or a related position with proven success in meeting sales goals and delivering exceptional customer service . Skills & Qualifications: Proficient in Microsoft Office programs, multitasking, attention to detail, and interpersonal communication. Reliable transportation required . Education: High school diploma or equivalent required. Local Expertise: Familiarity with the Adams and Franklin County areas. Key Responsibilities: Customer Satisfaction: Meet and exceed customer satisfaction goals by ensuring accurate profiling, delivering tailored solutions, and maintaining a customer-centric approach aligned with Service Excellence Standards. Sales Performance: Achieve and surpass individual sales targets while contributing to office-wide sales objectives by effectively identifying cross-selling and referral opportunities. Risk Management: Ensure compliance with all internal controls and regulatory requirements, minimizing risk to the bank and safeguarding against fraudulent activity. Operational Accuracy: Maintain high levels of accuracy and completeness when opening deposit accounts, processing loan applications, and conducting financial transactions. Collaborative Partnerships: Strengthen customer relationships by successfully referring clients to other lines of business (Wealth Management, Mortgage Lending, etc.) and fostering team collaboration. What You'll Do: Travel to assigned community banking offices across Gettysburg, Fairfield, Biglerville to provide front-line support and seamless customer service. Create exceptional customer experiences by assessing financial needs and offering personalized banking solutions. Open deposit accounts and process consumer credit and loan applications with precision and efficiency. Build long-term relationships with customers through needs-based selling and proactive outreach. Stay informed on competitor offerings and market trends to provide customers with valuable insights. Manage risks and regulatory compliance while resolving customer inquiries promptly and effectively. Serve as a mentor and provide support to other Community Banking Specialists and Associates. Benefits: Benefits package including Health (starts on 1st of month after start date), Dental, and Vision Insurance; Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions; 401K with up to 4% employer match; Generous PTO package plus eleven (11) Bank paid holidays; Career growth and ongoing training and development opportunities; Teamwork atmosphere with wellness programs; and Employee recognition & service awards. Why Join Us? Be part of a dynamic, customer-focused environment where your expertise and commitment to excellence make a tangible impact and no two days are the same! We value collaboration, growth, and innovation-helping you achieve professional milestones while contributing to the success of our team and community. Apply today to take your career to the next level! *************************************** Locations: 17325, 17307, 17201, 17320, 17310, 17241, 17350, 17340 ACNB Bank is an Equal Opportunity Employer.
    $33k-42k yearly est. Auto-Apply 6d ago
  • Mortgage Loan Officer

    ACNB Corporation 3.6company rating

    ACNB Corporation job in Frederick, MD

    Drive Success as a Mortgage Loan Officer at Traditions Mortgage, a division of ACNB! Are you a results-driven mortgage professional with a passion for building relationships, delivering exceptional service, and closing loans with confidence? At Traditions Mortgage, a division of ACNB, we're growing-and we're looking for a Mortgage Loan Officer to join our high-performing team. This is your opportunity to work with a trusted, community-focused bank that combines local decision-making with the strength of a Top 20 bank to work for in the country. What Sets You Up for Success: * Education & Experience: Four-year college degree, or two+ years' residential mortgage origination experience. * Industry Knowledge: Solid understanding of loan products including Conventional, FHA, VA, RHS, and PHFA. * Proven Track Record: Ability to consistently generate referral business and meet annual production goals. * Compliance: Must hold (or be able to obtain) a valid registration ID with the Nationwide Mortgage Licensing System (NMLS). * Leadership: Two+ years of supervisory or management experience preferred; ability to mentor and support assistants or processors. * Skills: Strong interpersonal, presentation, and public speaking abilities; intermediate Microsoft Office skills; and sharp attention to detail. What You'll Do: As a Mortgage Loan Officer, you'll own your production goals while representing Traditions Mortgage across the community. Your focus will be on building relationships, generating loan volume, and ensuring a best-in-class experience for clients and referral partners. * Develop and maintain referral networks with realtors, attorneys, accountants, and other centers of influence. * Drive business growth through participation in open houses, homebuyer seminars, and community events. * Generate loan applications using point-of-sale technology, while guiding customers through the mortgage process. * Prequalify applicants, analyze credit, and recommend the best loan programs to meet client needs. * Collaborate with processors, underwriters, and closers to ensure timely settlements. * Champion Traditions Mortgage by delivering exceptional customer service and representing our values in the community. Why You'll Love Working with Us: Competitive Edge Tools: Gain more leads and close more loans with Zillow, FHA down to 600 credit scores, desk rental options, and strong co-marketing support. Strong Internal Support: Our in-house processing, underwriting, and closing teams ensure faster turnaround times and smoother closings. Team Resources: Work with an assistant to help manage files and maximize your client-facing time. Extra Perks: Enjoy a paid cell phone and mileage reimbursement to support your daily business development efforts. Local Strength, Big Impact: With our community roots and ACNB's backing, you'll be empowered to succeed in a market where personal relationships matter most. Why Join Traditions Mortgage? At Traditions Mortgage, you'll be part of a team that wins together-with the tools, support, and recognition you need to excel. We value independence, community commitment, and customer care that goes beyond the transaction. Here, your performance is rewarded, and your growth is unlimited. Ready to build relationships, close more loans, and take your mortgage career to the next level? Apply today to join Traditions Mortgage, a division of ACNB, as a Mortgage Loan Officer. Our Careers page will help you find the job you've been looking for: *************************************** Location: 17402, 17404, 17325, 17601 ACNB Bank is an Equal Opportunity Employer.
    $40k-53k yearly est. 10d ago
  • Merrill Market Supervision Manager

    Bank of America Corporation 4.7company rating

    North Bethesda, MD job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Market Supervision Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed; respond to regulatory inquiries and resolve client concerns or complaints. The MSM supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the MSM protects the Firm, grows the business, and serves the client by proactively managing and mitigating risk. What you'll accomplish * Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices * This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved * Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk * Coach advisors in supporting the company strategy and continuing to grow their businesses. Responsibilities: * Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures * Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct * Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses * Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience * Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products Key Qualifications for the role: * Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way * A deep appreciation and understanding of our client centric strategy * Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation * Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk * Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction * Strong time management and organization skills with the ability to prioritize appropriately Desired Qualifications: * Bachelor's degree or equivalent work experience * Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program Skills: * Decision Making * Influence * Negotiation * Problem Solving * Risk Management * Adaptability * Business Acumen * Collaboration * Oral Communications * Relationship Building * Business Operations Management * Client Solutions Advisory * Planning * Talent Development * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $87k-122k yearly est. 45d ago
  • Floating Community Banking Associate (Teller)

    ACNB Corporation 3.6company rating

    ACNB Corporation job in Mount Airy, MD

    Join Our Team as a Floating Community Banking Associate in Northern Maryland at ACNB Bank! Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environment? If so, ACNB Bank is looking for you to join our team as a full-time Floating Community Banking Associate (Teller) in Carroll and Frederick Counties! Why You'll Love Working with Us: * Engage with the Community: Interact with customers and perform a variety of banking transactions to service the communities we serve. * Build Relationships: Use your interpersonal skills to enhance customer relationships and provide exceptional service. * Grow with Us: Opportunities to mentor new associates and generate referrals to internal business partners. * Career Advancement: At ACNB Bank, we believe in promoting from within. As you demonstrate your skills and dedication, you'll have opportunities to advance to higher positions within the bank, such as Community Banking Associate II, Branch Manager, or even roles in Wealth Management, Treasury Management, Insurance Services, Mortgage Lending, and more! What We're Looking For: * Education & Experience: High school diploma or equivalent. Previous customer service and cash handling experience in a retail store (Key Holder / Assistant Manager) or banking environment is preferred. * Skills: Moderate reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative skills. Strong attention to detail and organizational skills. Moderate computer skills, including a working knowledge of Microsoft Office programs. * Physical Requirements: Ability to regularly lift and/or move approximately 20 pounds and occasionally lift and/or move approximately 50 pounds of coin. * Reliable Transportation: A quarterly stipend is provided. * Pay Rate: This position typically starts at $17/hour but may be higher based on previous experience. Key Responsibilities: * Customer Service: Greet and assist customers in a friendly and courteous manner using the Bank Service Excellence Standards. * Transaction Handling: Accept deposits, cash checks, accept loan payments, sell official checks, and maintain an approved level of cash. * Relationship Building: Ask questions and identify needs to enhance customer relationships; actively refer customers to appropriate Community Banking team members. * Daily Operations: Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis. * Support & Compliance: Cooperate with and support adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness. Benefits: * Benefits package including Health, Dental and Vision Insurance; * Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions; * 401K with up to 4% employer match; * Generous PTO package plus eleven (11) Bank paid holidays; * Career growth and ongoing training and development opportunities; * Team environment where relationships matter, and * Employee recognition & service awards. Join us at ACNB Bank and be a part of a team that values community, relationships, and exceptional service. Apply today and start your journey with us! Apply Now! Our Careers page will help you find the job you've been looking for: *************************************** Locations: 21157, 21787, 21776, 21793, 21701, 21771 ACNB Bank is an Equal Opportunity Employer.
    $17 hourly 6d ago

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