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Belco Community Credit Union jobs - 167 jobs

  • Branch Manager

    Belco Community Credit Union 3.9company rating

    Belco Community Credit Union job in Lancaster, PA

    Home Branch: Oregon Pike Branch - Lancaster, PA Branch Manager Department: Retail Operations Supervisor's Title: Regional Manager Classification: Exempt Starting Salary Range: $59,785.31 - $74,731.63 Benefit Highlights: - Competitive compensation! - Medical, Dental, and Vision Insurance! - 401K with up to 4% company match! - Holiday Pay starting at day 1! - Paid Vacation Time! - Medical Benefits starting at your 31st day of employment! And Many More! Summary: Responsible for leading and overseeing staff and the operation of the branch to meet or exceed organizational loan and deposit growth goals through cultivating and developing deeper member relationships. Oversees financial reporting, hiring, leading, training, and branch profitability figures. Main duties include leading employees, assisting, directing, and educating members on various delivery channels and providing and ensuring excellent member experience. Essential Functions: Leads, coaches, supports, and empowers branch employees to ensure exceptional member experience. Recruits, interviews, selects, and trains new branch employees. Set and oversee performance standards that meet and exceed sales and service goals for the branch, monitor employee performance through observation, monthly 1 on 1 employee meetings, mid-year performance reviews, completion of performance evaluations, and oversight of employee development plans. Responsible for the day-to-day operation, service levels, and oversight of the branch. In conjunction with the Regional Manager, creates and drives the branch business plan focused on growing the loans, shares, membership, and dollars under management of the branch. Resolves escalated and/or complex member issues. Assists, directs, and educates members on financial transactions, opening accounts, loans and maintenance of accounts and loans. Responsible for completing, generating, and analyzing monthly reports, including goal tracking, volume, and statistical analysis of the branch. Schedules branch employees to meet the needs of the business with the support from the Assistant Branch Manager. Oversee the branch budget, focusing on expense monitoring and control and effectively forecasting and communicating future needs. Able to work independently and as part of a team to create and deepen member and business member relationships within the local market of the branch. Works to meet and exceed the credit union's annual strategic goals and initiatives as determined by Executive leadership. Abides by and ensures that staff abide by Belco's policies, procedures, designated standards, and federal and state regulations and compliance mandates. Represents the credit union to its members and the public in a courteous, professional, and confident manner at all times. Embodies Belco's mission, vision, behavioral expectations, and the Belco Life Brand. All other duties assigned by the Regional Managers. Competencies : Functional Skills: Budgeting, Planning, Dependability Operating Skills: Quality Of Work, Communication, Change Management Strategic Skills: Results Oriented, Innovative Thinking People Management: Leadership, Managing Employee Performance Behavioral Expectations Work Environment: This job operates in the branch-assigned, this role may be performed in any Belco branch location, this position is not eligible for hybrid work, this is an 100% in branch position. Branches are a professional office environment. This role routinely uses standard office equipment such as ipads or tablets, computers, phones, printers, filing cabinets, and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Ability to operate general office equipment such as ipads/tablets, computers, copiers, fax machines, scanners, phones, hole-punchers, and staplers. Keyboarding or PC data entry capabilities required. A large majority of the workday requires working on a computer independently or with members/employees. Movement throughout the branch is required, walking, sitting, standing, bending, and hand dexterity required. Ambulation - able to move from one area to another throughout one-floor office layout. Reliable transportation with the ability to operate a vehicle. Travel: This position requires travel to all branch locations and Belco's business partners in the seven-county credit union footprint. Including Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry, & York counties. Minimum Required Education and Experience: A High School Diploma and a two-years of similar or related experience, including time spent in preparatory roles. Preferred Education and Experience: Higher education with more than two-years experience in a sales, leadership role within a financial institution. Well-versed in sales techniques and technology, knowledge and comfortability with all Office 365 products is preferred. Disclaimer: Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. We are an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, sexual preference/orientation, age, disability, marital status, pregnancy, veteran status or other legally protected bases. Belco's Diversity and Inclusion initiatives provide all employees with equal access to training and advancement opportunities throughout the organization. Belco will provide reasonable accommodation to applicants and employees with disabilities where appropriate throughout the application and employment process. Determinations on requests for reasonable accommodation related to any job function will be made on a case-by-case basis. A reasonable accommodation is any change to a job, the work environment, or the way things are usually done that enables an individual with a disability to apply for a job, perform job duties or receive equal access to job benefits.
    $59.8k-74.7k yearly Auto-Apply 38d ago
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  • Full Time Member Service Associate (Teller)

    Belco Community Credit Union 3.9company rating

    Belco Community Credit Union job in Lancaster, PA

    Home Branch: South Duke Branch - Lancaster, PA Position Title: Full Time Member Service Associate Department: Retail Operations Supervisor's Title: Assistant Branch Manager Classification: Non-Exempt Starting Salary Range: $15.45 - $19.31 Benefit Highlights: - Competitive compensation! - Medical, Dental, and Vision Insurance! - 401K with up to 4% company match! - Holiday Pay starting at day 1! - Paid Vacation Time! - Medical Benefits starting at your 31st day of employment! And Many More! Summary: Entry level member service position that performs various transactional duties to serve members. The primary duties include but are not limited to handling member deposits and withdrawals, processing loan payments, night drop deposits, and ATM transactions with a high degree of accuracy. Maintains accurate and precise transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures. Provides general information on all Belco products and services, successfully referring members to the Member Service Representatives. Responsible for answering incoming calls to the branch in a professional manner. May be expected to participate in monthly outbound relationship building calls. Must maintain Quality Assurance Standards and outstanding member service at all times when providing service to both external and internal members. Represents the credit union to its members in a courteous, professional and confident manner. Essential Functions: Enthusiastically supports the sales and service culture. Actively contributes to the team achievement of assigned departmental/branch and strategic goals. Utilizes a consultative sales approach to seize any and all opportunities to educate members and potential members about Belco products and services, cross-selling to match individual member needs with appropriate products and services to enhance the member relationship with the credit union. Provides efficient, prompt and accurate service in handling and processing a variety of member transactions in the branch or via telephone. Replies to incoming member emails to the credit union, responding with professionalism and tact. Responsible for adhering to all security procedures relative to the handling of member cash transactions, security, and internal operating procedures. Must maintain member and employee confidentiality. Interviews members received via branch/sales center, inbound and/or outbound telephone calls, gathering pertinent information while building long term account relationships. Refers members to Branch Member Service Representatives for counsel on all share, loan, and membership account questions and requests. Abides by Belco's policies, procedures, standards, regulatory and compliance mandates. Embodies Belco's mission, vision, core values, and continuous process improvement (CPI) Any other duties requested by the Head MSA/Assistant or Branch Managers. Competencies : Functional Skills: Products/Service Knowledge, Cash Handling, Selling Skills, Dependability Operating Skills: Quality Of Work, Communication Relationship Skills: Member Focus, Teamwork Behavioral Expectations Work Environment: This job operates in a profession office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Ability to operate general office equipment such as copiers, fax machines, scanners, phones, hole-punchers, and staplers. Keyboarding or PC data entry capabilities required. Sitting, standing, bending, and hand dexterity required. Ambulation - able to move from one area to another throughout one-floor office layout. Travel: Periodic travel to other Branch Offices and Sales Center, as well as, evening and Saturday work may be required. Minimum Required Education and Experience: High School Diploma or GED is required. You must complete and pass the prescribed online Learning Management System courses assigned for this position within two years after position acceptance and before consideration for promotion. Additional education/training requirements may be requested as new courses become available. Certain courses may be waived based on prior experience. Preferred Education and Experience: Cash handling and customer service experience is strongly preferred. Disclaimer: Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. We are an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, sexual preference/orientation, age, disability, marital status, pregnancy, veteran status, or other legally protected bases. Belco's Diversity and Inclusion initiatives provide all employees with equal access to training and advancement opportunities throughout the organization. Belco will provide reasonable accommodation to applicants and employees with disabilities where appropriate throughout the application and employment process. Determinations on requests for reasonable accommodation related to any job function will be made on a case-by-case basis. A reasonable accommodation is any change to a job, the work environment, or the way things are usually done that enables an individual with a disability to apply for a job, perform job duties or receive equal access to job benefits.
    $15.5-19.3 hourly Auto-Apply 9d ago
  • Financial Data Analyst III

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Financial Data Analyst III role is a strategic position that supports the organization's financial decision making through data-driven insights and analysis. This is a highly analytical role that plays a critical part in informing strategic decisions related to balance sheet strategy, financial risk management, and portfolio performance by providing high-quality analysis, reporting, and data visualization. The Financial Data Analyst III is responsible for designing and delivering accurate reports and dashboards using advanced data visualization tools like Power BI. This role applies statistical analysis, architects' data models, and collaborates with stakeholders to guide initiatives and ensure data integrity. This position requires deep financial knowledge, critical thinking, and the ability to translate complex data into actionable recommendations that align with organizational goals. Performs work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. Provides leadership, coaching, and/or mentoring to a subordinate group. May act as a lead or first-level supervisor. Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed. In this position, you will Deliver analytical support to the Strategic Finance team by providing timely, accurate data and insights that inform the evaluation of balance sheet strategies. * Design, develop, and maintain dynamic dashboards and reports using tools such as Power BI and statistical techniques (e.g., regression, ANOVA) to visualize key balance sheet metrics and early indicators, enabling proactive and informed decision-making. * Develop predictive and analytical models to derive key assumptions used in scenario modeling and forecasting (i.e. predictive prepayment model, decay rates, pricing model, etc.) * Create visualizations and summarize outputs from financial models, using profitability analysis, financial risk assessments, and balance sheet trends, to support strategic discussions and presentations. * Produce business and economic insight reports that help connect internal performance with broader market and economic trends. * Collaborate with key stakeholders to align reporting outputs with strategic priorities and operational needs. * Serve as a mentor to analysts and business users in data analytics where your expertise will be instrumental in helping others build proficiency in data analysis, visualization, and interpretation. * Ensure data integrity and security across reporting systems that support strategic decisions with data-driven insights. Qualifications: Bachelors (Required) 4-6 years' experience in financial data analysis, bachelor's degree in finance or economics, or related field, knowledge of analytical tools (i.e. PowerBI, Python, R, etc.). | Not Required
    $33k-38k yearly est. Auto-Apply 60d+ ago
  • Deposit Operations Exception Analyst

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Deposit Operations Exception Analyst plays a pivotal role in our credit union. They meticulously process checks adjusted and returned by other financial institutions (FIs) or through our PSECU ATMs. Their discernment determines whether irregular, adjusted, or non-adjusted check items from ATM deposits made by PSECU members are accepted or returned. They review rejected deposits from other FIs and the ATM Balancing room, making crucial decisions. Their judgment ensures timely member service, especially when provisional credits are necessary. Collaborating with other FIs, they ascertain the status of ATM deposits made at foreign ATMs. As a reference point for the ATM Unit, they handle various transaction aspects involving ATM cards. Their multitasking abilities, problem-solving skills, and adherence to Credit Union policies are essential. Confidentiality and data security are paramount in this role. A strong grasp of the Keystone system is a must. Join us in safeguarding our members' financial well-being! Schedule: Monday - Friday 8:00am - 4:00pm, 100% on site In this position, you will * Exception processing: Efficiently handling checks adjusted and returned by other financial institutions (FIs) or through PSECU ATMs. Assess the acceptance of irregular, adjusted, or non-adjusted check items from ATM deposits made by PSECU members. Review rejected deposits from other FIs or the ATM Balancing room and determine whether the items can be accepted or should be returned to the members. * Member Service Handling: Addressing inquiries related to ATM or Mobile adjustments Educating members on the correct procedures for handling checks deposited via Mobile Deposit or ATMs, following PSECU Check Acceptance Guidelines * Back-Office Support: Review Mobile Deposits as needed, verifying accuracy and compliance with credit union policies. Communicates effectively with external financial institutions, facilitating seamless transactions and resolving any issues. * Other duties as assigned. Qualifications: High School (Required) Any equivalent combination of experience and education. | Required
    $35k-41k yearly est. Auto-Apply 31d ago
  • Community Mortgage Bank Sales Consultant (SAFE)

    Wells Fargo 4.6company rating

    Allentown, PA job

    **About this role:** Wells Fargo is seeking a... **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required + Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities + Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process + Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace + 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 S.A.F.E. 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:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **Job Expectations:** + 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 **Posting End Date:** 5 Feb 2026 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512800
    $53k-95k yearly est. 11d ago
  • Director - Client Development, Capital One Ad Solutions - Travel Partnerships (Remote)

    Capital One 4.7company rating

    Remote or Harrisburg, PA job

    Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams. **Key Responsibilities Include:** + Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector. + Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts. + Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings. + Collaborate with Product, Revenue Management, and other internal teams to drive business growth. + Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams. + Create and deliver executive-level presentations and materials. **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills. + Demonstrated experience in strategic client-facing interactions (in-person, phone, email). + Excellent written and verbal communication skills. + Experience in identifying, creating, and building strategies to achieve organizational objectives. + Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results. + A strong commitment to team culture, collaboration, and open communication. **Basic Qualifications** **:** + Bachelor's Degree or Military experience + At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry + At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + MBA + 10+ years of affiliate, enterprise sales, or performance marketing experience + 8+ years of leading high functioning Sales teams + Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners + Experience managing technical integrations **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $69k-98k yearly est. 60d+ ago
  • Senior Premier Banker One Commerce Square

    Wells Fargo 4.6company rating

    Philadelphia, PA 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 **Job Expectations:** + 2005 Market St, PHILADELPHIA, PA **Posting End Date:** 20 Jan 2026 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-511021
    $65k-119k yearly est. 29d ago
  • Commercial Loan Processor/Closer

    Pennsylvania State Employees Credit Union 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Commercial Loan Processor/Closer will work directly with the Business Services unit and 3rd party CUSO to ensure commercial real estate loans are processed and closed in accordance with PSECU Policy, Product Guidelines, Underwriting Standards, and applicable business lending laws & regulations. Schedule: Monday - Friday 8:00am - 4:00pm In this position, you will Processes and closes commercial real estate loan, and other moderately complex and niche loan types. Service Requests for Existing Members: Handle initial service requests from current members. Supports the Business Services unit and 3rd party originator to ensure commercial real estate loans are processed in a timely and efficient manner. Performs in-depth review and analysis of appraisals, environmental due diligence, title reports, flood determination, insurance, entity formation documentation, closing loan documentation, with little to no supervision. Maintains current knowledge and compliance with all Credit Union policies and procedures. Keeps abreast of appropriate laws and NCUA regulations affecting business lending. Maintains commercial real estate loan pipeline to ensure applications and assignments are completed timely and accurately and informs supervisor of concerns. Coordinate and attend meetings, loan closings, and general member appointments as requested/required, while taking thorough notes. Other duties as assigned. Qualifications: Associates (Required), Bachelors3-6 years' experience with PSECU in a position requiring similar knowledge, skills, and abilities | Required Any equivalent combination of experience and education. | Required
    $32k-37k yearly est. Auto-Apply 41d ago
  • City Experience Manager, San Francisco - Velocity Black (Remote)

    Capital One 4.7company rating

    Remote or Harrisburg, PA job

    Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $122.1k-139.4k yearly 60d+ ago
  • Teller Juniata Office

    Wells Fargo Bank 4.6company rating

    Philadelphia, PA 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 Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Posting Location(s): 1246 E Hunting Park Ave PHILADELPHIA, PA 19124 @RWF22 Posting End Date: 22 Jan 2026 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-35k yearly est. 2d ago
  • Financial Analyst III

    Pennsylvania State Employees Credit Union 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Financial Analyst III is a multifaceted role that encompasses various financial responsibilities, including daily cash management, financial risk management, profitability, forecasting and strategic portfolio management. This position also involves conducting ad hoc research projects, providing operational assistance to the Strategic Finance team, and providing financial insights to be used for strategic decision making. Performs work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. Provides leadership, coaching, and/or mentoring to a subordinate group. May act as a lead or first-level supervisor. Schedule: Monday - Friday, 8:30am -4:30pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed. In this position, you will Forecasting & Stress Testing: Partner with the Balance Sheet Strategy team to model balance sheet forecasts and scenarios. Assist in the development, planning, and coordination of the capital planning and stress testing program aligned with regulatory requirements, and address gaps as needed. Financial Risk Management: Evaluate and monitor PSECU's strategic financial risk profile including interest rate risk, liquidity risk, concentration risk, credit risk and risk to net worth.Gather data, maintain assumptions, make recommendations, and produce advanced monthly ALM (Asset Liability Management) reporting. Prepare and deliver effective ALCO presentations, attend meetings, and prepare minutes to document committee actions.Demonstrate a strong understanding of regulatory risk requirements and reporting. Cash Management: Provide back-up and perform daily cash management functions to ensure sufficient liquidity for daily operations. Monitor and forecast daily cash flows. Make recommendations for improvement or optimization to the Director of Treasury & Financial Modeling. Send wire transfers to fund cash accounts and meet credit union obligations. Strategy Execution & Monitoring: Assist with executing the credit union's balance sheet strategy. Assist with the settlement of investment and loan purchases or sales.Evaluate the impact of business decisions on PSECU's balance sheet risk profile and ensure risk measures remain within policy limits. Affirmation: Conduct look back analysis of business decisions on PSECU's financial risk profile (i.e. interest rate risk, liquidity risk, concentration risk, credit risk, risk to net worth), and develop new strategies to optimize PSECU's performance in the future.Assist with developing, testing, and documenting the rationale for key model assumptions and make recommendations to the Director of Treasury & Financial Modeling for modifications/enhancements.Lead third party ALM model verifications and risk assessments. Governance: Provides strategic leadership by managing the MALCO and BALCO processes, external auditor relationships, coordinating with third parties, presenting outcomes, and delivering insightful, easy-to-understand commentary to stakeholders. Other duties as assigned. Qualifications: BS: Finance4 to 6 years' experience in Finance | Required Any equivalent combination of experience and education. | Not Required
    $48k-58k yearly est. Auto-Apply 60d+ ago
  • EPMO Project Manager

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The EPMO Project Manager will lead the planning, execution, and monitoring of strategic projects across the organization. Responsibilities will include project initiation, scope definition, scheduling, resource management, and risk management. The position will establish and lead cross-functional teams to ensure project objectives are met with the designated timeline and budget. An individual in this position will contribute to project documentation, status reporting, and stakeholder communication to ensure transparency and alignment throughout the project lifecycle. The position offers an excellent opportunity to gain hands-on experience in project management within a dynamic and collaborative environment, with opportunities for growth and development. Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 60% or as needed. In this position, you will * Create detailed planning artifacts to define project deliverables and work packages * Collaborate with organizational stakeholders to define project milestones * Develop and execute detailed project activity schedules * Establish and manage effective project team/sub-team structures to ensure the successful delivery of project deliverables * Identify and manage project risks and issues to ensure successful outcomes. * Provide project status updates to key stakeholders throughout the life of a project and provide post-project evaluation of key resource performance * Other duties as assigned Qualifications: BS: Business Administration/Management, BS: Management Information Systems Project Management Professional (PMP) - Project Management Institute (PMI)
    $40k-49k yearly est. Auto-Apply 18d ago
  • Mortgage Originator

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Mortgage Originator is a mortgage origination position for PSECU's Mortgage products. Schedule: Monday - Friday 9:00am - 5:00pm, some weekend work required. In this position, you will * Consult with and advise borrowers on 1st Mortgage product options to educate and guide borrowers through the entire mortgage loan process from prequalification to closing * Display professionalism in dress attire when meeting members, realtors, builders and centers of influence to promote PSECU. * Use Credit Union Resources to: Handle incoming calls and emails related to construction financing. Qualify borrowers. Originate applications. Collect needed loan file documentation from borrowers. Submit loan files in a timely manner to be disclosed, underwritten, and approved. Review timelines, prequalification letter, estimated cost sheet, loan disclosure documents, conditional approval letter with conditions and CD with borrowers. Follow-up to keep realtors, builders and borrowers informed throughout the loan process. Maintain communication with processors and underwriters for loan status and loan file gets cleared to close on time. Review pipelines to be sure all new loans are decisioned to meet RESPA compliance. Maintain an organized work area. Assist with on-the-job training of new employees in the unit. Assist with projects as assigned in support of Revenue Growth and Lending mission and objectives. Perform data entry and clerical/general office support work as assigned. Assist with testing of LOS upgrades or new products. Display professionalism in dress attire when meeting members, realtors, builders and centers of influence to promote PSECU. * Maintain confidentiality, in particular with credit union account information, as well as other information designated as confidential. * Resolve borrower/member problems professionally whether over the phone, in person or through correspondence. Recognize early signs of member disservice and staff related problems and convey concerns and or problems promptly to immediate supervisor * Other duties and responsibilities as assigned. Qualifications: Bachelors (Required) Any equivalent combination of experience and education. | Required Five years of secondary market, outside first mortgage origination Established sales experience with realtors, builders and/or affinity groups | Required
    $28k-31k yearly est. Auto-Apply 60d+ ago
  • Manager, Business Application Processing

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Business Application Processing Manager is responsible for the management of the Small Business Loan and Business Services Application Processing Unit including origination, underwriting, and processing. Work is performed with a high degree of independence, subject to the review of the Director and Vice President of Commercial Banking Services. Schedule: Monday - Friday 9:00am - 5:00pm In this position, you will Supervision and Daily Operations: Assists in supervising daily operations of the Small Business Loan and Business Services Application Processing Units. Manages productivity, ensuring consistency of service, employee allocation, employee development & evaluation. Process Review and Training: Reviews operational processes and systems for peak performance. Hires and trains new employees. Performance Evaluation and Communication: Evaluates employee performance and administers corrective action. Keeps management informed of unit status and industry trends. Compliance and Confidentiality: Interfaces with external groups and ensures compliance with policies. Maintains confidentiality regarding personal affairs of members and employees. Quality Assurance: Manages quality assurance to ensure quality standards. Daily Operations Governance: policy clarification, ensuring consistency of procedures and guidelines. Other duties as assigned. Qualifications: Associates (Required), Bachelors 3-6 years' experience in a position requiring similar knowledge of Small Business or Commercial Banking, skills, and abilities. | Required Any equivalent combination of experience and education. | Required
    $35k-41k yearly est. Auto-Apply 47d ago
  • Mid-Atlantic Advisory Junior Salesperson/CIB Markets Program Analyst

    Wells Fargo 4.6company rating

    Wayne, PA job

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo's Global Advisory Sales team is seeking a Mid-Atlantic Advisory Junior Salesperson (CIB Markets Program Analyst). Learn more about Wells Fargo's Corporate and Investment Banking group and career areas at wellsfargojobs.com. In this role, you will: * Support senior sales professionals across the Mid-Atlantic region to drive client engagement and business growth * Analyze market conditions and single‑stock trends to help inform strategic recommendations * Assist in coordinating and booking analyst and corporate access meetings * Build and maintain strong, long-term relationships by networking extensively with Mid-Atlantic clients * Stay closely aligned with Wells Fargo research and facilitate high‑value analyst interactions for priority clients * Partner collaboratively with internal teams and actively engage with clients to deliver exceptional service * Attend classroom training, self-study assignments, workshops, networking, and other events Required Qualifications: * 6+ months of Markets experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * A BS/BA degree or higher in business administration, economics, finance, or related field * 6+ months of client service experience in financial services * Knowledge and understanding of financial markets * Knowledge and understanding of investment tools such as Bloomberg * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Demonstrated proficiency in handling multiple projects and deadlines * Ability to demonstrate flexibility, organizational skills, proactiveness, and a detail-oriented mindset * Strong work ethic, initiative and desire to learn * Experience working collaboratively in a team environment * Experience developing presentation and spreadsheet materials * Ability to work in a fast-paced environment and to communicate effectively internally and externally * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Job Expectations: * Willingness to work on-site in accordance with current office requirements * Visa Sponsorship is not available * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: * 150 Radnor-Chester Rd, Wayne, PA 19087 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. $90,000.00 - $150,000.00 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: 17 Jan 2026 * 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.
    $90k-150k yearly 1d ago
  • CS Loan Issuer/Title Support

    Pennsylvania State Employees Credit Union 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The CS Loan Issuer/Title Support position includes, but is not limited to the following: Issues and disburses funds for all new consumer and business loans, continual servicing of all consumer and business loans, processing credit life and disability applications, suspending open end loans due to annual review of accounts, qualifying vehicles for market value, reviewing incoming Auto Drafts for acceptance, recasting of loan payments for correction purposes, handling of deceased member accounts, issuing stop payments on AutoDrafts, completing indemnity agreements for AutoCheck stop payments, vehicle collateral exchanges, preparing subsequent action notices for retail installment loans, ordering supplies, answering member calls, responding to member emails, processing daily approval and denial letters, and performing loan maintenance, interacting with dealers and other agencies. SECONDARY POSITION SUMMARY AS BACKUP FOR TITLE SUPPORT: This position includes, but is not limited to the following: Sending title notices, preparing DMV documents to perfect lien information on Pennsylvania and Out of State vehicle titles, preparing and mailing amended security agreement documents, releasing lien information for paid in full loans, processing title name and state changes, opening and distributing Consumer Loan mail, SCRA adjustments, researching and correctly credit bureau information, processing insurance and gap claims for damaged vehicles, interacting with dealers, and outside agencies such as insurance companies and state motor vehicle offices. Assist when needed in answering member calls. Schedule: Monday - Friday 9:00am -5:00pm, 5 days a week onsite. In this position, you will Loan Application and Policy Review: Performs pre-issue review of loan applications and member accounts, reviews issuing data, and analyzes share and certificate information to ensure all are within PSECU loan policy. Collateral Security and Loan Disbursement: Secures PSECU collateral for various loans, disburses checks for different types of loans, and establishes Auto loans for cleared AutoDrafts. Loan Documentation and Compliance: Prepares and reviews loan documents for accuracy and compliance with loan policy, ensures loan setup is correct, and processes SCRA adjustments to comply with Federal laws and regulations. Member Communication and Support: Answers member phone calls and emails, recasting of payments, and provides detailed member counseling on complex issues. Operational Responsibilities: Assists with testing of new loan products and software, supports other areas of Credit Services as needed, and is responsible for securing check, disclosure, and member information at close of business each day. Back Up: Management and Processing of Loan Titles and Related Services at PSECU: This includes auditing, researching, recording, and resolving issues related to automobile titles and liens, handling payments and disputes, and providing member services related to loans and credit. The tasks also involve collaboration with external entities like the Pennsylvania Automotive Association, Department of Transportation, and other financial institutions. The goal is to ensure the perfection of PSECU's security interest and compliance with its loan policies and procedures. Other duties as assigned. Qualifications: High School (Required)
    $32k-35k yearly est. Auto-Apply 47d ago
  • Director of Digital Originations & Onboarding

    Psecu 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Director of Digital Originations and Onboarding is a visionary leader responsible for shaping and executing the strategy behind seamless, secure, and innovative digital experiences that drive member acquisition, account opening, and onboarding across all channels. This role plays a critical part in advancing the credit union's mission to deliver exceptional service and cutting-edge financial solutions, ensuring every interaction reflects simplicity, trust, and member value. The ideal candidate will combine strategic foresight with operational excellence, leveraging technology and data to create frictionless digital journeys that meet evolving member expectations. This position requires a strong balance of leadership, collaboration, and technical expertise to transform digital originations and onboarding into a competitive advantage for the organization. Schedule: Monday - Friday, this position will be a hybrid model both in person and remote with minimum of onsite expectation of 60% or as needed. In this position, you will * Strategic Leadership: Develop and execute a comprehensive digital originations and onboarding strategy that supports organizational growth and member satisfaction. Identify emerging technologies and trends to enhance digital capabilities. * Experience Design & Optimization: Oversee the design and continuous improvement of digital account opening, loan origination, and onboarding workflows. Ensure experiences are mobile-first, frictionless, and compliant with regulatory requirements. * Cross-Functional Collaboration: Partner with Marketing, IT, Operations, and Compliance teams to deliver integrated solutions. Work closely with vendors and fintech partners to implement best-in-class tools and platforms. * Data & Analytics: Monitor KPIs such as conversion rates, abandonment rates, and onboarding engagement. Use data-driven insights to optimize processes and improve member experience. * Risk & Compliance: Ensure adherence to all applicable regulations, including KYC, AML, and privacy standards. Implement robust fraud prevention measures within digital channels. Implement robust fraud prevention measures within digital channels. * Other duties as assigned Qualifications: Bachelors (Required) 8+ years of experience in digital banking, fintech, or financial services, with a focus on originations and onboarding. | Required Excellent leadership, communication, and project management skills. | Not Required Proven track record of leading digital transformation initiatives | Not Required Strong understanding of UX principles, digital security, and regulatory compliance. | Not Required
    $49k-58k yearly est. Auto-Apply 39d ago
  • Deposit Operations Exception Analyst

    Pennsylvania State Employees Credit Union 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Deposit Operations Exception Analyst plays a pivotal role in our credit union. They meticulously process checks adjusted and returned by other financial institutions (FIs) or through our PSECU ATMs. Their discernment determines whether irregular, adjusted, or non-adjusted check items from ATM deposits made by PSECU members are accepted or returned. They review rejected deposits from other FIs and the ATM Balancing room, making crucial decisions. Their judgment ensures timely member service, especially when provisional credits are necessary. Collaborating with other FIs, they ascertain the status of ATM deposits made at foreign ATMs. As a reference point for the ATM Unit, they handle various transaction aspects involving ATM cards. Their multitasking abilities, problem-solving skills, and adherence to Credit Union policies are essential. Confidentiality and data security are paramount in this role. A strong grasp of the Keystone system is a must. Join us in safeguarding our members' financial well-being! Schedule: Monday - Friday 8:00am - 4:00pm, 100% on site In this position, you will Exception processing: Efficiently handling checks adjusted and returned by other financial institutions (FIs) or through PSECU ATMs. Assess the acceptance of irregular, adjusted, or non-adjusted check items from ATM deposits made by PSECU members. Review rejected deposits from other FIs or the ATM Balancing room and determine whether the items can be accepted or should be returned to the members. Member Service Handling: Addressing inquiries related to ATM or Mobile adjustments Educating members on the correct procedures for handling checks deposited via Mobile Deposit or ATMs, following PSECU Check Acceptance Guidelines Back-Office Support: Review Mobile Deposits as needed, verifying accuracy and compliance with credit union policies. Communicates effectively with external financial institutions, facilitating seamless transactions and resolving any issues. Other duties as assigned. Qualifications: High School (Required) Any equivalent combination of experience and education. | Required
    $35k-41k yearly est. Auto-Apply 31d ago
  • Community Mortgage Bank Sales Consultant (SAFE)

    Wells Fargo 4.6company rating

    Allentown, PA job

    About this role: Wells Fargo is seeking a... In this role, you will: * Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required * Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities * Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines * Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process * Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * 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 S.A.F.E. 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: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: * Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Job Expectations: * 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 Posting End Date: 5 Feb 2026 * 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $53k-95k yearly est. 11d ago
  • Business Operations Analyst I - PO

    Pennsylvania State Employees Credit Union 4.2company rating

    Harrisburg, PA job

    Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on... The Business Operations Analyst is responsible for maximizing resources, driving solutions, and enhancing PSECU's member experience by focusing on the use of systems and automation. This is a self-motivated position that requires an advanced level of knowledge in the areas of finance, money movement, banking, technology, process flow improvement and key performance indicators. The Business Operations Analyst must have a passion to deliver solutions that maximize revenue and reduce expense through process improvement and technology. Strong communication and interpersonal skills are required to establish and maintain effective working relationships with a wide variety of internal stakeholders and external vendors to help drive payments and operations automation. This position will be responsible for utilizing query techniques to assist in data gathering for process flow improvement, troubleshooting and business case development. This position should be familiar with project management techniques and can effectively lead groups of employees toward a targeted business objective by sharing their passion for member experience, financial technology, and automation. This position should have a firm understanding of key performance indicators and be able to relate their business automation effort work to key performance indicators. The position is responsible for seeing how payments and operations services interface with the entire credit union, vendors, and competitors to improve automation and member experience. Schedule: Monday - Friday 8:00am - 4:00pm In this position, you will Operational Effectiveness: Collaborate with internal and external key stakeholders to collect, review, and analyze business metrics, processes and suggest enhancements, and solution design for process improvement. Performance Metrics and KPIs: Utilize Key Performance Indicators (KPI's) to optimize our operational effectiveness using business automation and process improvements. Assist ATM & Payment Operations management in the development of KPI's where missing. Third Party Relationship Management: Maintain a partner interest in establishing, guiding, and maintaining partners that are in our members' best interest while maintaining the most efficient contracts. Project Management: Utilize the EPMO and ASDM processes to create and manage projects and enhancement requests, assisting with requirements, test cases, providing status updates, implementation plans and document process improvements (including time and cost savings). Relationship Management: Interfaces and represents ATM & Payment Operations in a wide variety of internal and external groups. This position requires a high level of collaboration with business units, committees, projects, vendors, external specialists and other credit unions. Develops relationships for sharing information, learning new topics, solutions and aware of industry trends. Leadership: Provide leadership, collaboration, and guidance to key stakeholders for the development and management of solutions and processes in the ATM and payments strategy units. Other duties as assigned. Qualifications: Associates: Business Administration/Management, Associates: Computer and Information Science, Associates: Finance, Associates (Required), Bachelors: Business Administration/Management, Bachelors: Computer and Information Science, Bachelors: FinanceAnd a minimum of two years' experience in technology, business, finance, or other related fields, | Required And one years' experience in data analysis and development of recommendations for solutions. And a minimum of 3 years' experience in technology, business, finance, or other related fields. | Required Any equivalent combination of experience and education. | Required
    $37k-43k yearly est. Auto-Apply 26d ago

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