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Citizens Financial Group jobs in Philadelphia, PA

- 369 jobs
  • Private Client Relationship Manager

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Newtown, PA

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours
    $66k-106k yearly est. Auto-Apply 27d ago
  • Senior Landscape Technician

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in East Norriton, PA

    The Senior Landscape Technician has the responsibility to assist the Landscape Manager in scheduling work and material delivery to ensure an efficient and comprehensive landscape maintenance program. An added duty of this role will be to cover for the landscape technicians in the case of scheduled or unscheduled absences. The incumbent will provide coordination and direction to a team of landscape technicians and external vendors and will assist in providing grounds keeping, building maintenance, along with maintaining equipment and tools. Primary responsibilities include Lead landscaping team in daily tasks. Assist as needed for scheduled/unscheduled absences. Coordinate equipment maintenance and repairs. Assist Landscape Manager with coordination of deliveries. Train Landscape Technicians in equipment use, maintenance and daily tasks. Assist Landscape Manager in leading day-to-day grounds keeping operations of multiple retail banking and main office facilities. Assess work completed by colleagues and external vendors against safety and performance standards and work with the Landscape Manager and other stakeholders to handle necessary corrective actions. Perform grounds keeping and building maintenance duties as required. Assist in mowing lawns either by hand or using a riding lawnmower when needed to expedite work orders or cover for colleagues on PTO. Recommend specific plants, trees, grass, or other landscape features dependent on local site conditions and established Citizens standards. Landscape by planting, trimming, and maintaining flower beds, grass, shrubs, bushes, and small trees. Shovel snow from walkways and apply anti-skid as needed; Clean parking lots, sidewalks, and all exterior areas while performing routine grounds keeping. Perform spring and fall cleanups to remove excess debris, leaves, and trim landscaping. Install new hardscaping, river rock, fencing, signage, and other furnishings as required. Pressure wash building exterior and refresh parking lot painting as needed. Clean gutters and roof drains of debris. Perform minor repairs and maintenance procedures on equipment utilized in grounds keeping. Ensure all tools, equipment, and vehicles are maintained and utilized in a safe manner consistent with established standards. Close out work orders upon completion via iPad or Computerized Maintenance Management System. Respond to emergency and non-emergency service requests and prioritize work order response. Communicate in a pleasant and professional manner with internal and external customers. Qualifications, Education, Certifications and/or Other Professional Credentials Qualifications: · 5 or more years of experience in commercial landscape maintenance · Experience driving larger vehicles such as box trucks & pickup trucks with trailers · Proven customer service experience and/or abilities · Competent use of MS Office applications to include MS Excel, Word, Outlook · Ability to travel as required · Demonstrated written and verbal communication skills · Ability to work under pressure with efficiency and accuracy · Ability to plan and prioritize workload · Ability to work outside in all types of weather to complete jobs safely · Proven track record to work independently and prioritize multiple tasks to assure successful timely completion of all · Comfortable working at heights (ladders, roof top, etc) · Ability to lift up to 50 pounds Education, Certifications, and/or Professional Credentials: · High School Diploma or Equivalent · Valid Drivers License, required Hours & Work Schedule: · Hours per Week: 40 · Work Schedule: Monday through Friday 7:00am - 3:30pm, with some weekend or overtime · Potential change of schedule during winter months working nights/weekends. 2 week notice will be provided before any change in schedule, barring emergencies Pay Transparency The salary range for this position is $22.01 - $32.50 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
    $22-32.5 hourly Auto-Apply 60d+ ago
  • Branch Operations Lead - New Hope, PA (New Build)

    Jpmorgan Chase 4.8company rating

    New Hope, PA job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $83k-108k yearly est. 6d ago
  • Commercial Banker-Multinational Corporations-Vice President

    Jpmorgan Chase 4.8company rating

    Philadelphia, PA job

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. The Multinational Corporation team within the Middle Market space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management. **Job Responsibilities:** + Champion a culture of innovation and a customer centric mindset + Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to further new client acquisition in partnership with the bankers + Embrace a culture of respect, diversity and inclusion **Required Qualifications, Capabilities and Skills:** + Seven + years direct lending or credit support related experience with a focus on business relationships + Understanding of Commercial Banking products and services + Ability to mobilize internal networks and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Excellent verbal and written communications skills; able to effectively communicate clearly and concisely + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners **Preferred Qualifications, Capabilities and Skills:** + Bachelor's degree and formal credit training preferred + Sales management, business development skills, proficiency in building and maintaining positive client relationships + Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask + Excellent business judgment, strategic thinking, self-directed, proactive and creative. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $55k-88k yearly est. 26d ago
  • Registered Client Associate

    Wells Fargo 4.6company rating

    Marlton, NJ job

    **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role you will:** + Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships + When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment **Job Expectations:** + US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. + Specific compliance policies may apply regarding outside activities and/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. + 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. + This position is not eligible for Visa sponsorship. **Posting location:** 10000 Sagemore Dr Ste 10102 MARLTON, NJ 08053 New Jersey Pay Range: $27.88 - 41.83 USD Hourly **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. $27.88 - $41.83 **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:** 8 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-505263
    $27.9-41.8 hourly 22d ago
  • J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Cherry Hill, NJ

    Jpmorganchase 4.8company rating

    Cherry Hill, NJ job

    Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross-functional teams. Strong organizational, analytical, and problem-solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross-functional collaboration Data analysis and reporting Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $136k-187k yearly est. Auto-Apply 3d ago
  • Senior Home Lending Advisor - Camden and Glucester County NJ Branches

    Jpmorganchase 4.8company rating

    Woodbury, NJ job

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $41k-77k yearly est. Auto-Apply 60d+ ago
  • Information Security Engineering Manager

    Wells Fargo 4.6company rating

    Philadelphia, PA job

    About this role: Wells Fargo is seeking an Information Security Engineering Manager in Technology as part of Cybersecurity. Learn more about the career areas and lines of business at wellsfargojobs.com. Wells Fargo is seeking an Information Security Engineering Manager to lead a cross-functional team of talented detection engineers and operationalize innovative capabilities within the SIEM platform. This team provides 24x7 on-call support for security incidents as well as data onboarding and normalization, data feed health and maintenance, data model health and maintenance, and ad-hoc support requests for the SIEM. This team operates under the Agile Scrum framework supporting multiple security monitoring focused teams. In this role, you will: * Manage a team of talented engineers that design, document, test, maintain and provide issue resolution recommendations for highly complex security solutions related to networking, cryptography, cloud, authentication or directory services, email, internet, applications or endpoint security * Manage security consulting on large projects for internal clients to ensure conformity with corporate information security policy, and standards * Possess subject matter expertise at a mastery level in current and emerging security solutions and best practices * Review and correlate security logs, including overseeing data onboarding and normalization best practices * Manage computer security incident response activities for highly complex events * Conduct technical investigation of security-related incidents, and conduct post-incident digital forensics to identify causes and recommend future mitigation strategies * Manage implementation of information security such as availability, integrity, confidentiality, risk management, threat identification, modeling, monitoring, incident response, access management, and business continuity * Define, track and report on key performance indicators to demonstrate value add for the team * Implement and refine established best practices, processes and workflows to increase team efficiency and continuous improvement * Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: * 4+ years of Information Security Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 2+ years of Leadership experience Desired Qualifications: * Experience leading a Scrum team and a deep knowledge of Agile practices * Experience with data onboarding and normalization in a large SIEM environment * Experience with detection engineering for advanced security use cases * Experience leading a cross-functional team of advanced security engineers * Proven ability to lead, develop, coach and mentor technical teams * Deep understanding of the MITRE ATT&CK framework * Experience with SDLC practices and CI/CD deployment * Deep understanding of cyber threats, adversary tactics, techniques and procedures as it relates to detection development * Strong written and verbal communication skills Job Expectations: * 10% Travel may be required 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. $119,000.00 - $224,000.00 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: 11 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $119k-224k yearly 5d ago
  • Sr Liquidity Sales Specialist

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Conshohocken, PA

    The Liquidity Specialist role is responsible for meeting the deposit and liquidity goals of the expanding Commercial Banking Mid-Atlantic region. The role sits within the Treasury Solutions group with the broad objective to drive revenue growth by optimizing customer liquidity. This is achieved through sales, portfolio management, and forecasting activities in partnership with Treasury Management Relationship Managers, Commercial Bankers, Team Leaders, and Division Executives. This position will be located in PA (Conshohocken, Philadelphia, or Pittsburgh) with a geographical focus on Citizen's Mid-Atlantic region. Some travel is required. Responsibilities: Partner with Bankers to identify new prospects and calling plans. Act as a Trusted Advisor to clients through direct engagement; understand their needs and design appropriate liquidity solutions. Maintain a strong pipeline to ensure sales goals will be achieved. Provide regular updates to Bankers and Team Leaders on market & industry trends, product enhancements, and client issues. Partner with Division Executives to align goals and sales activities. Provide regular updates on KPIs to Division Executives and adjust sales activities as needed, to ensure timely delivery of financial commitments. Work with Liquidity Product, Liquidity Pricing & Analytics, and client services teams to respond to customer inquiries and feedback in real-time. Experience Minimum 5+ years liquidity or cash management experience In-depth understanding of deposit value drivers including funds transfer price, regulatory costs, and financial markets Detailed knowledge of Treasury Solutions products a plus Strong communications skills Consultative, solutions-based selling Demonstrates integrity and honesty Demonstrates strong work ethic; self-directed and motivated to achieve results Education Bachelors Degree required MBA, CFA, and CTP preferred
    $44k-61k yearly est. Auto-Apply 60d+ ago
  • Custodian Tech

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Philadelphia, PA

    The Custodian Technician role within Real Estate Operations has responsibility for routine office cleaning and light carpentry repairs with cleaning being a major focus of this role. In this role you will respond to colleague and business requested work orders and have a routine schedule of work orders. Job Benefits Health Benefits Company vehicle Company cell phone Company tools/cleaning supplies Company uniform, including shoes & and seasonal wear as needed Responsibilities Cleaning, stocking and supplying designated facility areas on a regular basis (dusting, sweeping, vacuuming, mopping, cleaning ceiling vents, restroom cleaning, trash removal, etc.). Inspecting bank facilities on a routine basis while cleaning and repairing items as required Responding to emergency and non-emergency service requests and prioritizing work order response Referring to vendors if necessary, via work order system Closing out work orders upon completion; via iPad or Computerized Maintenance Management System Completing work order correctly with minimal call backs Providing minor office relocations of furniture and / or contents Communicating in a pleasant and professional manner with internal and external customers Maintaining inventory of supplies, tools and materials and purchasing supplies at the best available price Execute periodicals for deep cleaning tasks and special projects when required Qualifications 1 or more years of experience in janitorial and light carpentry role Proven customer service experience and/or abilities Competent use of MS Office applications to include MS Excel, Visio, PowerPoint and Word Ability to travel as required Demonstrated written and verbal communications skills Ability to work under pressure with efficiency and accuracy Ability to plan and prioritize workload Education, Certifications and/or Other Professional Credentials High School Degree or Equivalent Valid Driver's License, required Hours and Work Schedule Hours per Week: 40, overtime available Work Schedule: Monday - Friday 5:30am - 2:00pm
    $30k-35k yearly est. Auto-Apply 21d ago
  • Floor Care Maintenance Tech

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Trenton, NJ

    The Floor Maintenance Technician I role within Real Estate Operations has responsibility for floor maintenance, upholstery cleaning and temporary coverage for routine office cleaning and janitorial services within our Retail and back-office facilities. In this role you will be provided a portfolio of sites where it will be your responsibility to complete floor maintenance duties that include stripping and waxing, carpet cleaning, and deep cleaning of various floor types. Work orders will be issued for each location to complete twice yearly. Job Benefits: Health Benefits Tools and supplies all provided Use of company vehicle for company business Company provided cell phone Primary responsibilities include: Floor maintenance cleaning of various types of flooring. (VCT, Ceramic tile, carpet, wood, LVT, vinyl sheet goods, rubber tile, and other types at each facility.) Use of floor machines and extractors to clean and sanitize flooring and upholstery. (Chairs, cubicle walls, and other soft fabric materials) Traveling to and from facilities within a designated route/radius Maintaining all floors and upholstery in the assigned facilities. Executing normal cleaning tasks and special projects when required cleaning designated facility areas when Janitorial staff needs coverage to include, (dusting, sweeping, vacuuming, mopping, cleaning ceiling vents, restroom cleaning, etc.) Closing out work orders upon completion using Computerized Maintenance Management System via cellphone, iPad, or computer access at facilities Communicating in a pleasant and professional manner with internal Colleagues and external Customers Maintaining inventory of cleaning supplies, tools and materials in vehicles Responsibility for maintaining bank supplied vehicle and electronics Required Skills/Experience: Experience in Floor cleaning role, required. Ability to provide normal cleaning tasks and special projects when required cleaning designated facility areas when Janitorial staff needs coverage to include, (dusting, sweeping, vacuuming, mopping, cleaning ceiling vents, restroom cleaning, etc.) Proven customer service experience Demonstrated written and verbal communications skills Ability to communicate in English, including reading and writing Ability to travel as required Ability to lift up to 50 pounds Ability to ascend and descend stairs. Ability to work under pressure with efficiency and accuracy Ability to plan and prioritize workload Education, Certifications and/or Other Professional Credentials: High School Degree or Equivalent Valid Driver's License, required Hours & Work Schedule Hours per Week: 40 Possibility of some overtime during evenings and weekends Work Schedule: 4:00PM to 2:00AM Monday through Thursday Pay Transparency The salary range for this position is $20.71 - $25.00 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** .
    $20.7-25 hourly Auto-Apply 60d+ ago
  • Commercial Banking Proposal Manager

    Jpmorgan Chase & Co 4.8company rating

    Philadelphia, PA job

    JobID: 210679819 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $91,500.00-$140,400.00 Are you excited to be at the forefront of shaping the bank's strategic client relationships by managing complex proposals and delivering tailored solutions that drive business growth? You have found the right team! As a Proposal Manager in the Commercial Banking Sales organization within the Commercial and Investment Bank, you will play a critical role in managing and writing responses to Requests for Proposals (RFPs) for treasury services, commercial card, merchant services, and healthcare payments. You will collaborate with sales and product teams to create client-focused, concise, compelling, and compliant proposals that strategically position J.P. Morgan. Job Responsibilities * Manage the RFP response process, including planning, writing, editing, and proofreading. * Analyze RFP requests and provide consultative suggestions to develop solutions and highlight differentiators. * Facilitate kickoff calls and proposal-related meetings, serving as the central point of contact. * Communicate bid expectations to writers and the deal team, ensuring consistent messaging. * Incorporate win themes and features/benefits into proposals and collaborate on graphical elements. * Identify and resolve issues, escalating to management as needed, and coordinate draft reviews. * Manage multiple projects and deadlines, ensuring high-quality submissions. * Translate technical information into client-friendly language. Required Qualifications, Capabilities, and Skills * Bachelor's degree in business, economics, finance, or a related field. * Strong business writing and grammar skills, with proficiency in Microsoft Word and Adobe Professional. * Self-starter, detail-oriented, well-organized, and able to multi-task effectively. * High level of independence, energy, and integrity, with strong communication and interpersonal skills. * Ability to work effectively as a team member on multiple projects with tight deadlines. Preferred Qualifications, Capabilities, and Skills * Understanding of government bidding/corporate procurement requirements and processes. * Knowledge of treasury services or commercial card products and services. * Project management experience.
    $91.5k-140.4k yearly Auto-Apply 42d ago
  • 2026 Summer Intern - U&PM Mid-Corp (Conshohocken, PA or Chicago, IL)

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in West Conshohocken, PA

    Duration: 10 weeks Commercial Summer Internship Program The Commercial Summer Internship Program is designed to give interns a look at Citizens Bank's culture and exposure into one of the many commercial banking business lines through project-based assignments, learning curriculum, networking, volunteer opportunities and formal mentorship. Responsibilities will vary based on the group you're assigned to and will leverage your unique skills and abilities. At the conclusion of the program, high performers will get early consideration into the Commercial Banker Development Program (CBDP), a 1-year rotational training and development program and start to your career in Commercial Banking. Underwriting and Portfolio Management (U&PM) focuses on underwriting credit requests for new and existing clients and managing the bank's portfolio through the life of the relationship. The Midwest U&PM Team interfaces with coverage banking efforts primarily in Illinois, Michigan, and Ohio, in addition to contiguous states. The team supports coverage banking groups primarily in MidCorp, as that is the predominance of the book, but is also exposed to Middle Market situations. Accordingly, PM's have the opportunity to underwrite for a very diversified portfolio. Candidates will be exposed and have an opportunity to work on a variety of relationships during an internship with Midwest PM. Job Responsibilities The summer intern will work as part of a commercial client coverage deal team. The position will support Portfolio Managers (PM), Credit Analysts (CA), and Relationship Managers (RMs) in new loan transaction underwriting, loan monitoring, and business development activities. Monitor for the receipt and accuracy of client reporting including financial statements, covenant compliance certificates, and collateral requirements. Assist in credit analysis, preparation of deal screening memos, new credit approval requests, loan closings, and annual reviews of existing client relationships. This includes learning / preparing financial models, written financial analysis, conducting industry research, and preparing written summaries of industry issues, risks, opportunities, and the competitive environment, communicating questions or observations, and utilizing internal risk and return models and loan systems. Performs market analysis and assist in the development of commercial client prospect lists as needed. Participate in Team Meetings, Capital Markets calls and broader Commercial Banking calls. Participate in client meetings or conference calls. Network within the commercial bank and ask questions about specific roles. Complete other tasks and special projects as required. Qualifications: Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration. Current students enrolled in an undergraduate bachelor's program, graduating between Winter 2026 - Spring 2027 OR current students enrolled in a graduate program, graduating between Winter 2026 - Spring 2027 Minimum GPA of 3.2; Preferred cumulative GPA of 3.5. Please include your cumulative GPA on your resume. Relevant work experience, leadership experience or coursework in Finance, Accounting or Economics is preferred but all majors will be considered. Strong analytical skills and software skills: MS Office (Word, Excel, PowerPoint) proficiency is required. Candidates must currently be a U.S. Resident to be eligible for this program. Please note that U.S. Immigration sponsorship or work visa is not available for intern / full time Analyst positions and candidates must have permanent authorization to work in the U.S Pay Transparency The position offers $30 per hour as a starting rate. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
    $30 hourly Auto-Apply 60d+ ago
  • Private Client Financial Advisor - Norristown, PA

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Norristown, PA

    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6
    $52k-82k yearly est. Auto-Apply 27d ago
  • Private Client Banker - Northeast PA Market Hire

    Jpmorgan Chase 4.8company rating

    Warrington, PA job

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $48k-114k yearly est. 60d+ ago
  • Citizens Teller

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Bensalem, PA

    Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED Minimum of 6 months experience processing transactions (cash and/or digital payments) Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers Strong listening and communication skills Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship Ability to problem solve and provide solutions to customer issues Customer-centric to deliver exceptional service Comfortable with using digital technology to support the delivery of business goals Ability to work branch hours, which can include weekends and evenings Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred Skills/Experience 1 year of experience processing transactions (cash and/or digital payments) Motivates others, like teammates, business partners, and specialists, through collaboration Process-oriented, energetic, detail-oriented and ability to multitask effectively Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings
    $19 hourly Auto-Apply 6d ago
  • Treasury Management Officer - Commercial Bank

    Jpmorganchase 4.8company rating

    Philadelphia, PA job

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities
    $70k-100k yearly est. Auto-Apply 8d ago
  • CRA Loan Officer

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Marlton, NJ

    At Citizens, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers. Citizens is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented CRA Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives. Primary responsibilities include Maintain 55% of your overall business as CRA eligible and create 8 preapprovals/prequals per month. Conduct 12 homebuyer seminars per year in designated MSA's and report out on referrals from those organizations; the PSM should attend 6 seminars a year with CRA LO. Conduct and participate in mortgage lunch and learn. 1 per month. Work with Low and Moderate income (LMI) branches in their MSA to educate on CRA mortgage products to generate referrals ( if you are assigned branches). Work closely with the Community Development Market manager in your market to participate in CRA related events (Housing Fairs, etc). Volunteer to be on a Board or committee of a not for profit. Schedule on call days with Community Development Market managers (CDMMs) 1 per quarter. Qualifications, Education, Certifications and/or Other Professional Credentials BA/BS degree or equivalent experience in residential mortgage sales preferred. Three plus years of retail residential mortgage sales experience. Documented residential mortgage loan volume in the past 12 months of $12 million (minimum). Established relationships with local referral networks. Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences. Strong computer skills and experience utilizing laptop technology. Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday through Friday Pay Transparency Commissioned based. Individuals in this role have historically earned between $100,000.00 - $250,000.00 per year, based on performance and productivity against commission plan parameters. A component of that compensation includes salary ranging between $45,000.00 - $55,000.00 per year. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
    $36k-51k yearly est. Auto-Apply 37d ago
  • Business Insights Leader- Customer Quality

    Citizens Financial Group 4.3company rating

    Citizens Financial Group job in Philadelphia, PA

    Citizens' Consumer Deposits team is seeking a Business Insights Leader- Customer Quality with strong analytical skills, intellectual curiosity, and a passion for uncovering insights that drive strategic decision-making. This role will focus on evaluating the quality of acquired households and the effectiveness of acquisition strategies, channels, and tactics. You will play a key role in shaping acquisition strategy by sourcing data, building analyses, and delivering actionable insights that inform business decisions. Key Responsibilities Analyze acquisition performance across various channels, products, and customer segments to assess household quality, profitability, and long-term value. Evaluate customer engagement and deepening effectiveness post-acquisition to identify opportunities for improving retention, cross-sell, and overall customer value. Develop insights that inform acquisition strategy, targeting, and optimization across digital, branch, referral, and third-party sources. Source, clean, and structure data from multiple systems to support robust analysis and reporting. Build predictive, diagnostic, and descriptive analytics to evaluate acquisition outcomes and identify improvement opportunities. Partner with cross-functional teams (e.g., Product, Finance, Data, Customer Experience, Operations) to align insights with business priorities and influence strategic direction. Design and execute test-and-learn initiatives to evaluate acquisition and engagement tactics and accelerate learning. Create compelling visualizations and narratives that translate complex data into clear, actionable recommendations for stakeholders. Communicate findings effectively to senior and executive audiences, tailoring messaging to drive clarity, alignment, and strategic action. Maintain a strong understanding of retail banking product economics and customer behavior to contextualize findings. Uphold data governance standards and ensure compliance with privacy and regulatory requirements. Qualifications Bachelor's degree in a quantitative field (e.g., Finance, Economics, Statistics, Analytics, Data Science, Math, Engineering); Master's or MBA preferred. 5+ years of experience in business analysis or data analytics, preferably within banking or financial services. Strong SQL skills and experience working with large datasets; Python proficiency preferred. Familiarity with statistical modeling and machine learning techniques. Demonstrated intellectual curiosity and thought leadership in solving ambiguous business problems. Excellent communication skills, including the ability to present complex analyses and insights to executive-level stakeholders in a clear, concise, and compelling manner. Experience building dashboards and reports using tools like Tableau, Power BI, or similar. Ability to work independently in a fast-paced, agile environment with evolving priorities. Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday-Friday Hybrid schedule: 4 days on site at a Citizens corporate office and 1 day remote #LI-Citizens1
    $106k-132k yearly est. Auto-Apply 60d ago
  • Senior Home Lending Advisor - Camden and Glucester County NJ Branches

    Jpmorgan Chase 4.8company rating

    Woodbury, NJ job

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Woodbury,NJ $15.49 - $15.49 / hour; Glassboro,NJ $15.49 - $15.49 / hour; Sicklerville,NJ $15.49 - $15.49 / hour; Voorhees,NJ $15.49 - $15.49 / hour
    $15.5-15.5 hourly 60d+ ago

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