Finance associate jobs in Allentown, PA - 122 jobs
All
Finance Associate
Banker
Relationship Banker
Finance Analyst
Finance Manager
Personal Banker
Equity Trader
Finance Coordinator
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance associate job in Allentown, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$71k-128k yearly est. Easy Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Relationship Banker - Warrington Financial Center
Bank of America 4.7
Finance associate job in Warrington, PA
Warrington, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-36k yearly est. 7d ago
Finance Manager for Auto Dealership
Scott Mazda
Finance associate job in Allentown, PA
F&I Manager
We are currently seeking a success driven and highly motivated F&I Finance Manager at our Scott Mazda dealership in Allentown, PA. We offer an aggressive pay plan, excellent benefit package and a work environment to succeed.
“At The Scott Family of Dealerships, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at The Scott Family of Dealerships is critical to its success. Our promise is to keep delivering the same fantastic service and value that our community has come to expect from our dealership through the years. If you are interested in a career in the automotive industry, then apply today!”
Job Description:
Purpose: To determine which lenders and finance products will best be able to meet the needs of customers.
Daily Functions:
Obtain Financing
Reviews the customer's credit application for accuracy
Runs Credit
Analyzes customers' credit report and discusses the available finance options to meet their needs.
Submit application to financial institute for approval
Collect any lender stipulations needed for financing
Follow up on deal being funded in a timely manner
Customer Questionnaire
Initial T.O. with customer to verify accurate information
Designed to develop appropriate menu options
Menu Presentation
Build menu according to Questionnaire and customers' needs and wants
Present menu to customer
Protection products available to them, such as extended warranties, total loss protections, road hazard coverages and appearance protection kits.
Rates and terms available
Payment options
Prepare Paperwork
a. Loan documentation required by lender
b. DMV paperwork and other legal forms required by state and federal regulatory bodies
c. Additional Scott Cars Inc. delivery documentation
Review Paperwork with Customer
Disclose paperwork to customer
Obtain customer signatures on appropriate documentation
Collect any funds due
Compliance
Responsible for disclosing to the customer all aspects of the sale, including finance charges and interest rates
Responsible for following all legal and Scott Cars Inc. laws and regulations
Customer Satisfaction
Maintain a high Customer Satisfaction Index (CSI) with the dealership's customers
Communication
Communicate with salespeople regarding their deals
Communicate with sales manager regarding their deals
Communicate with office staff regarding deals and paperwork
Communicate with financial institutions about rates and programs
Communicate to Finance Director about all deals
We offer a competitive benefit package:
401K Plan & Match
Excellent health insurance package
Dental and Vision insurance
Paid time off and vacation
Short/Long term disability
Growth Opportunities
Paid Training
Employee vehicle purchase plans
Long term job security
Health and Wellness
Discounts on products and services
Above average industry pay
$81k-120k yearly est. Auto-Apply 60d+ ago
Finance Manager - Ciocca Automotive
Ciocca Automotive Careers
Finance associate job in Quakertown, PA
Full-time Description
We have an immediate opening for an energetic, enthusiastic and highly motivated finance professional to join our growing and dynamic team! Are you a career minded individual in search of a workplace to call home? At Ciocca Automotive, you'll have the opportunity to have a positive impact on our customers and our community while achieving your financial and career goals!
Qualifications:
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures preferred
Well-versed in title laws and registration process
Valid driver's license and clean driving record
Responsibilities:
Provide recommendations and assistance to customers in order to arrange the financing of their purchases.
Ensure sales are structured to produce the highest profitability.
Accurately desk deals, submit deals to lenders for approval, make credit decisions, and effectively close deals.
Ensure every deal is fully aligned with local, state and federal guidelines.
Accurately audit team deals post-Sale and deeply analyze for improvements.
Guarantee the expeditious funding of all contracts.
What we offer:
Pay is draw plus percentage: $70,000 - $100,000 potential annually
Full Time including some Saturdays.
PTO and holidays
401(K) retirement plan with company matching
Competitive compensation; industry leading pay plan
The top insurance program in the industry including medical, dental, prescription and vision
Advancement within the Ciocca Automotive Family
Employee discounts: purchases, repair, service, wash
At Ciocca Automotive, our team members enjoy a supportive and collaborative work environment. Don't miss out on this exciting opportunity to grow your career! Apply now!
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary Description Draw plus percentage: $70,000 - $100,000 potential
$70k-100k yearly 20d ago
Financial Analyst
Scandinavian Tobacco Group 4.3
Finance associate job in Bethlehem, PA
If you are currently working in STG, please click on Emloyee Login to apply to our internal positions Apply now 11/3/25 Bethlehem, Pennsylvania, 18015, Financial Analyst The Financial Analyst in Bethlehem, Pennsylvania, will be supporting the North America Online Retail Division. Primary focus will be on analysis and reporting of monthly results, forecasting and budgeting, and general financial analysis to support the online and retail business. The Financial Analyst must have solid knowledge of finance and accounting, preferably with experience related to retail/Ecommerce sales, consumer products, manufacturing and exposure to product pricing and costing. This position reports to the Head of Finance Business Partnering Commercial. The North America Online Retail Business is a segment of Scandinavian Tobacco Group ("STG" or the "Group").
What can you expect as a Financial Analyst at STG NA Online & Retail/Bethlehem Shared Services?
Compiling and reviewing financial results/performance at various levels (Business units, Division, Channels, etc.)
Business planning, budgeting and forecasting
Providing analysis and insight, linking financial information to business strategies
Strong ability to analyze large data sets and summarize appropriately for leadership.
Contributing to key decision making by modeling business cases
Acting as a financial advisor - offering general financial support to commercial decision makers
Undertaking project-based work for specific strategies / business initiatives
Conduct and analyze audits of retail performance; develop analyses/reports to evaluate business unit, brand, and item profitability
Identify business risks and opportunities through analysis and by asking the right questions
Drive simplification of Finance processes, and foster a culture of sharing best practices
Support the preparation of KPI's and financial analysis used for Senior Leadership reviews
Work with Sales and Marketing departments to support pricing and profitability
Perform ad-hoc reporting and analysis as assigned
Your areas of knowledge and expertise (that matter the most for this role):
Bachelor's Degree in Finance or Accounting
3-5 years of financial experience
Excellent PC skills and experience using financial systems (Microsoft Dynamics AX and SAP a plus) as well as Excel and PowerPoint
Strong analytical skills and attention to detail
High business acumen, ability to measure and articulate value
Strong communication and relationship management skills
Demonstrated ability to perform in an environment emphasizing teamwork to meet deliverables
Demonstrated capacity to effectively manage multiple and frequently changing priorities
We value our employees and in addition to our competitive salaries, we offer a competitive benefit package to our talented team members including:
Comprehensive Health Care, Vision & Dental Plan
Flexible Spending Account
Disability Plans
Basic & Supplemental Life Insurance
Additional Supplemental Benefits
Paid Vacation, Paid Time Off (PTO) days, Holidays
401(k) Retirement Saving Plan including a generous Company match
Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit *****************
* Please be informed that this Direct Search is conducted exclusively by the Scandinavian Tobacco Group. We do not accept applications from agencies, and we will not provide compensation for unsolicited CVs.
If you are currently working in STG, please click on Emloyee Login to apply to our internal positions
Apply now
$60k-102k yearly est. 49d ago
Financial Analyst
MSR Technology Group
Finance associate job in Allentown, PA
Job DescriptionAs a Financial Analyst, you will be responsible to support the plant controller annual budget and monthly forecasting processes • Support Finance Manager in month-end closing and year end (e. g.
costing and inventory related transactions, analysis of variations, fix costs, balance sheet items) • Prepare and analyze cost center reports and discuss with department managers with a special focus on logistics costs • Prepare inventory reserve analysis and process all inventory-related journal entries at month-end • Adapt to conflicting deadlines and priorities established by company demands • Perform other duties/assignments as directed by the Plant Controller Skills Required • Knowledgeable in SAP • Experience in Excel • Ability to work in high pressure and deadline-driven environment Experience Required • Minimum 2 - 3 years' experience in Controlling, Finance, Accounting, or similar discipline Experience Preferred • Experience with SAP FIRE transactions • Experience with PowerBi Education Required • Bachelor's degree in Accounting, Finance, or similar discipline Education Preferred • Master's Degree
$56k-87k yearly est. 24d ago
Private Client Banker - Greater Lehigh Valley Market - Easton, PA
JPMC
Finance associate job in Easton, PA
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: **************************************************************************
$37k-84k yearly est. Auto-Apply 60d+ ago
Automotive Finance Manager
Fredbeans 4.5
Finance associate job in Doylestown, PA
Are you an experienced Automotive Finance Manager looking for your next opportunity? Fred Beans Automotive is immediately hiring an Automotive Finance Manager to join our Volkswagen team in Doylestown, PA! Why Fred Beans At Fred Beans Automotive Group, we've been voted a "Best Place to Work" for seven years running. As a family-owned business with over 50 years of success, we're committed to supporting our employees, promoting from within, and providing ample opportunities for growth. Join our team-oriented environment and start your career with one of the most trusted names in the automotive industry. Apply today!
Why You'll Love It Here
* Company-Funded Training: We believe in developing our people. Last year, we invested over $600,000 in training and leadership programs to help our team members excel.
* Competitive Pay: Unlimited earning potential -the more you connect with customers, the more you earn!
* Career Growth Opportunities: We promote from within. With Fred Beans Automotive Group, you have access to leadership programs and training to grow your career.
* Performance Incentives: The more you help our customers and team succeed, the more rewards you earn!
* Work-Life Balance: Enjoy convenient hours Monday through Saturday-NO Sundays
* Comprehensive Benefits:
* Health, dental, and vision insurance to ensure you and your family are covered
* Life and disability insurance for peace of mind.
* Bereavement leave for support during challenging times.
* Even pet insurance-because furry family members matter too!
* 401(k) with Company Match: Plan for your future with a company that invests in you.
* Paid Time Off:
* Paid parental leave for life's biggest milestones
* Generous vacation and personal time for rest and recharging.
* Volunteer Time Off to give back to the community.
* Company-Paid Holidays so you can spend time with loved ones.
* Employee Savings Plan: Take advantage of programs that make financial planning simple and beneficial.
* Employee Referral Bonuses: Earn rewards for helping bring talented people to our team.
* Long-Term Job Security: With over 50 years in business and continuous growth, we offer stability and opportunity.
* Healthy Living Program: We care about your overall well-being and offer resources to support physical, mental, and financial health.
* Perks and Discounts:
* Discounts on vehicle purchases, parts, and services.
* Membership to our AutoRewards program, saving you money at over 150 vendors
What You'll Do
* Ensure that all necessary paperwork is properly executed and sent to the accounting department by the following day
* Obtain and maintain relationships with lending institutions
* Process finance and leasing deals accurately and secure approval through financial sources
* Understand and comply with all federal, state and local regulations
* Provide customers with thorough explanations of all financing, insurance, aftermarket products, extended warranties and manufacturer and dealership service policies and procedures while maintaining a high level of customer satisfaction and adhering to Security Act procedures
What You'll Need
* Previous experience in the automotive industry
* Current valid driver's license with good driving history
* Professional appearance and ability to communicate professionally with customers, co-workers and management
* Strong background in finance
* Ability to set and achieve sales goals
* Strong organizational and time management skills
* Ability to follow structured processes to ensure legal compliance while maintaining accuracy and attention to detail
* Ability to communicate professionally with customers, management and co-workers
Fred Beans Automotive is a veteran friendly and equal opportunity employer.
$98k-127k yearly est. 9d ago
Private Client Banker - Northeast PA Market - Central/Northern Bucks County - PA
Jpmorgan Chase 4.8
Finance associate job in Warrington, PA
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. 10d ago
Floating Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Wyomissing, PA
Primary Office Location: 2101 State Hill Road. Wyomissing, Pennsylvania. 19610. Join our team. Make a difference - for us and for your future. Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$31k-35k yearly est. Auto-Apply 40d ago
Title Coordinator - Finance & Insurance
Premier Truck Group
Finance associate job in Reading, PA
We are so excited you are interested in our Title Coordinator - Finance and Insurance opportunity!
Premier Truck Group is proud to be an essential business throughout the Coronavirus pandemic, allowing for the sustained employment of our employees while keeping health and safety a top priority. We continually re-evaluate and improve procedures on an on-going basis to ensure we are up to date with practices that support today's changing environment.
Winners Work Here!
Premier Truck Group is proud of the diversity that comprises our winning team. We see the equality and inclusiveness amongst our team members as our ultimate tool in moving our organization and industry forward.
Who is Premier Truck Group?
Premier Truck Group is headquartered in Dallas, Texas, with nearly 41 locations throughout the US and Canada, making it the largest Freightliner dealer group in North America. We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you build your career here, you make a commitment to being the very best in the business. We are the pre-eminent group of Freightliner truck dealerships in the nation with serious plans for the future and we want you to be a part of it.
Why Join Our Winning Team?
When you join our team, you're rewarded with the opportunity work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including:
Employee Discounts
Medical, Dental, and Vision Insurance
Life Insurance
Employee Assistant Programs
Paid Holidays and Paid Time Off
401k Plan with Employer Match
Training
Work-Life Balance
Here are some quick insights into this opportunity. We would love to discuss it with you in more detail!
Title Coordinator - Finance & Insurance Responsibilities:
Gather necessary documents to complete title packages.
Review documents and cross check for accuracy and compliance with various state requirements.
Track and/or investigate outstanding titles from Penske or titles in process of being transferred to Premier.
Provide excellent customer service by providing prompt, informed, professional and accurate service and support.
Communicate with Premier managers, lenders and customers.
This role will be measured on:
Daily throughput
Compliance reporting
Working knowledge of but not limited to
State Requirements
Deficient title list
Process development
Turnaround time
Support banks deficient title list, outstanding title issues, and requests.
Developing new processes to ensure the recording of the lien and title perfection.
Maintain Salesforce compliance.
Assist in improving and expanding the current title process.
Perform all other duties as assigned.
Title Coordinator - Finance & Insurance Requirements:
Strong customer service skills
Strong administrative skills
Self-motivation, customer driven, and success oriented
An eager, outgoing personality
Desire to work with people and Team player
Prior administrative experience is preferred
A valid driver's license required
Ready to Join?
Apply now to learn more about what Premier Truck Group has to offer!
Premier Truck Group is an equal opportunity employer.
IND-Admin
$41k-65k yearly est. 60d+ ago
Financial Eligibility and Reimbursement Coordinator-Reading
Practical Administrative Solutions L.P
Finance associate job in Reading, PA
Financial Eligibility and Reimbursement Coordinator
Full Time - Daylight - Reading, PA
Senior LIFE is an innovative home and community based Medicare and Medicaid funded program which provides all-inclusive healthcare services and support to seniors living in the community. Senior LIFE makes it possible for seniors to remain at home, enjoying the comfort and reassurance of familiar surroundings while receiving the care they need. Senior LIFE staff live the mission of the program. Our team is committed to partnering with our seniors to remain at home through promoting open communication and shared decision making while providing excellent care and services.
Schedule
Monday - Friday, 8a - 430p
No Weekends
No Evenings
No Holidays
No On Call
Benefits
Competitive Pay
Comprehensive Benefits
401k
PTO
Paid Holidays Off
Requirements of the Financial Eligibility and Reimbursement Coordinator
Bachelor's degree with applicable experience in Health related Field (Preferred)
Must have a driver's license, reliable transportation, and car insurance
Knowledge of Medicare/Medicaid regulations (Required)
Responsibilities:
Responsible for coordination of Medicaid (MA) and Medicare benefits with participants, families, and governing agencies.
Maintain current electronic case management records, including annual MA recertifications, Skilled Nursing Facility day 31 submissions, and invoicing.
Complete documentation of all visits (including episodic, routine, phone calls, home visits, etc.) against the corresponding care plan elements.
Communicate participant changes to team members.
Provide administrative assistance (applications, forms etc.)/community resources to participants as needed.
Assist participants in successful completion of the medical assistance recertification application including submission of all relevant documentation within required timeframes to maintain financial eligibility for Senior LIFE.
Keep the participant and family updated about the participant's MA eligibility, Medicare application stats, and any changes with the participant's financial status.
EOE
$41k-65k yearly est. Auto-Apply 47d ago
Full-Time Community Banker
New Tripoli Bank 3.9
Finance associate job in New Tripoli, PA
Full-time Description
Responsible for promoting the bank in a positive way through building and maintaining customer relationships though the account opening process and on the Community Banker line. Assist new and existing bank customers with more complex inquiries, account openings and account maintenance. Have advanced knowledge on bank products and services. Through relationship building, promote and educate customers on bank products and services and refer them to proper team members, when appropriate.
Requirements
Essential Duties
1. Provide Community Banker duties to ensure accurate operations while providing a full range of transactional services. These duties include but are not limited to:
a. Accepting deposits and withdrawals of various account types
b. Maintain and verify cashbox totals to keep within bank limits.
c. Cashing checks within the approved authority and operating policy
d. Accepting loan payments, safe deposit box rents, and other related payments
e. Complete wire transfer paperwork efficiently and accurately.
2. Perform a variety of duties to support the consumer services function, these duties include but are not limited to:
a. Opening and maintaining new accounts, as well as gathering customer information to process new and existing accounts.
b. Aid the customer service team involved in soliciting new business from present and prospective customers. Also, build and maintain ongoing business relationships with new and present customers to promote additional bank products and services.
c. Provide customer service information on a timely basis in order it may be included as part of monthly and year-to-date performance reports. May also be assigned to review daily, weekly, and monthly reports for accuracy and follow-up.
d. Attain complete working knowledge of all bank products and services, including features and benefits, to meet and educate the financial needs of the customer. This knowledge is to include but not limited to deposit products, IRA's, internet banking, merchant services, wealth management, credit cards etc.
e. Exemplify extraordinary customer service with the ability to ask questions and identify customer needs to enhance the customer relationship and cross selling opportunities, when appropriate.
f. Assists customers in obtaining specialized services from other bank departments as necessary, aid and resolve customers with specific inquiries or service within authority. Seek manager approval for exceptions to normal bank procedures.
Community Banking Specialists should be vigilant of the following:
• Red flags for customer fraud and scams
• Review out of ordinary transactions and report it to management immediately
• The ability to teach the customer of popular scams and how to avoid being a victim
• Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.)
3. Refer lending inquiries to proper Loan Officer
4. Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information and customer introductions/transitions.
5. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.
6. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), bank CIP program, Equal Credit Opportunity Act, etc.
7. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
8. Responds to inquiries or to requests from customers, other bank team members, etc., within given time frames and within established policy.
9. Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects.
10. Ability to fill in as Community Banker.
11. Regular and predictable attendance is expected and is an essential function of the job.
Ancillary Duties
1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
2. All other duties as assigned.
Job Location
Must be willing and able to travel between bank offices, as needed.
All levels
6748 Madison St.
New Tripoli, PA 18066
Various outside locations
or
All levels
7747 Claussville Rd.
Orefield, PA 18069
or
All levels
4892 Buckeye Road
Emmaus, PA 18049
Physical Requirements
1. Move inside the office to access the vault, operate office machinery, supplies, etc.
2. Must be able to communicate with all customers in a confidential manner and exchange information in person and by telephone.
3. Must be able to visually distinguish differences in currency.
4. Must be able to lift up to 50 pounds for coin counting purposes.
5. Must be able to sit and stand for substantial amount of time during the day.
$45k-84k yearly est. 7d ago
Junior Sales Finance Analyst
Provision People
Finance associate job in Lansdale, PA
Our award-winning client seeks a Junior Sales Finance Analyst to join their team. Are you ready to dive into a dynamic role within a rapidly expanding private food group? Our client, a leading player in the meats and meat products industry with sales exceeding $1 billion, is seeking a Junior Sales Finance Analyst to join their finance team. This is an exciting opportunity to become a key player in a smaller, growing pond and make a significant impact on the company's financial strategies.
Responsibilities:
Report directly to the Director of Finance and collaborate with a team of finance professionals.
Navigate the financial complexities associated with the company's organic growth and acquisitions in the food industry.
Focus on sales and marketing financial issues, with a particular emphasis on trade marketing (discounts, promotions, and related matters).
Work closely with the sales force, making sales finance a dynamic and engaging aspect of your role.
Required Qualifications:
1 to 2 years of experience.
Our client is seeking collaborative analytics professionals who can contribute to the expansion of the business.
Applicants with proven achievements such as optimizing marketing strategies, providing recommendations for cost savings, and enhancing sales and margins through insightful analytical reporting will be prioritized.
Proven ability to handle financial challenges related to sales and marketing activities.
Experience with trade marketing, including managing discounts, promotions, and related financial aspects.
Strong analytical skills with the ability to provide valuable insights to support decision-making.
Previous experience in a rapidly growing and dynamic business environment.
Bachelor's degree in Finance, Accounting, or a related field.
Experience costing in an SAP environment is a plus. The role necessitates the capability to collaborate with IT to obtain actionable insights and conduct thorough analyses.
$56k-87k yearly est. 60d+ ago
Personal Banker
Mauch Chunk Trust Company (MCT
Finance associate job in Lehighton, PA
Full-Time, Lehighton Branch located at 735 Blakeslee Boulevard Drive East, Lehighton, PA 18235 GENERAL DUTIES AND RESPONSIBILITIES: The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquires and request from customers; provides leadership and support to less experienced staff members.
ESSENTIAL JOB FUNCTIONS:
1. Actively assists in performing the branch office sales function:
a. Completes the documentation and performs point-of-sale processing on all types of new accounts, services and loan applications/closings.
b. Assists in obtaining sales and growth objectives for the branch.
c. Solicits new business from existing and prospective customers; maintains ongoing business relationship with present customers in order to maximize cross-selling opportunities.
d. Actively makes referrals to the Wealth Management area of the bank.
e. Provides sales information on a timely basis for sales performance reports via bank software programs.
f. Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.
g. Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.
2. Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services in order to determine how best to meet the customer's needs in order to cross sell bank products and services.
3. Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support and retirement in order to assist customers in obtaining specialized services from other divisions as necessary.
4. Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems.
5. Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed.
6. Provide leadership and support to less experienced staff members.
7. Personally prepares various forms and reports and provides information as requested by management.
8. Complies with all corporate policies, procedures and federal regulations.
9. Offers suggestions and participates with branch event marketing activities.
10. Performs any other related duties as assigned or as necessary.
EDUCATION, TRAINING AND EXPERIENCE:
Education - high school diploma or equivalent
One to three years personal banker experience
Proven track record in selling bank products
Working knowledge in wealth management
Problem solving and decision making skills
Intermediate keyboarding skills
Moderately complex math skills
Ability to create written materials
Ability to communicate effectively with co-workers and customers
Physical/Mental Requirements:
Job functions are performed in an office environment. Incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed.
$34k-51k yearly est. 14d ago
Personal Banker
Customers Bank 4.7
Finance associate job in West Reading, PA
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, current or future, to be considered.
Location: This position is on-site at the West Reading, PA branch location.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What you'll do: Customers Bank is looking for an eager, outgoing, flexible, and personable individual to join a team that works collaboratively to provide their customers with exceptional service and support one another to achieve success. Personal Bankers are key members of our Branch Team. This Team supports our Single Point of Contact (SPOC) model which allows us to always put our customers first. At Customers Bank, our focus is to help our customers by making them more money; saving them more money; protecting them money; saving them time; and lending them money. We have an immediate need for a talented Personal Banker for our West Reading Location. Are you a highly motivated team player? Are you comfortable speaking with customers confidently, and help them with their banking needs? Do you like to learn new things? Do you thrive in a fast-paced environment? If this sounds like you, submit your resume, we would love to connect with you.
Responsible to acquire, retain, deepen, and manage relationships with our retail customers and small business customers.
Efficiently maintain a cash drawer, with the ability to manage ATM and Vault responsibilities.
Work collaboratively with the team to achieve growth through the sales, marketing, promotion, and referral of products utilizing a proactive and disciplined approach.
Take a lead role in creating outstanding customer experience and ensuring that the Sales Office meets and exceeds sales objectives.
Examine a client's assets, suggest additional banking services, and offer solutions when consulted about financial needs.
Proactively contact clients with product recommendations
Daily prospecting of business opportunities while retaining and growing our current cliental base.
Required to maintain and adhere to bank policy and procedures as well as Federal regulations.
What do you need?
1-3 years of banking experience
General understanding of banking policy and procedures as well as Federal regulations.
Successful track record in a sales environment or possess the attributes that displays the ability to sell.
Excellent communication and interpersonal skills - Listen to understand vs. Listen to reply.
Possess a strong attention to detail and excellent organizational skills.
Ability to work with minimal or no supervision.
Strong math, communication, and keyboarding skills
Ability and flexibility to travel.
Ability to work all Sales Office Hours, as needed, including weekends and evenings.
Technology Skills:
Efficiency with Computer systems
Microsoft Programs (Word, Excel, and PowerPoint)
Device expertise (smartphone, iPad, mobile apps)
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$36k-41k yearly est. Auto-Apply 20d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance associate job in Wyomissing, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$70k-127k yearly est. Easy Apply 60d+ ago
Private Client Banker - Northeast PA Market - Central/Northern Bucks County - PA
Jpmorgan Chase & Co 4.8
Finance associate job in Warrington, PA
JobID: 210699249 JobSchedule: Full time JobShift: : 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: **************************************************************************
$48k-114k yearly est. Auto-Apply 12d ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Tunkhannock, PA
Primary Office Location: 74 E. Tioga Street. Tunkhannock, Pennsylvania. 18657. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$31k-35k yearly est. Auto-Apply 27d ago
Float Personal Banker Part-Time
Mauch Chunk Trust Company (MCT
Finance associate job in Tamaqua, PA
Part-Time On-Site position within the Hometown/West Penn (Schuylkill County) area. GENERAL DUTIES AND RESPONSIBILITIES: The Personal Banker is responsible for promoting business for the Bank and maintaining good customer relations by performing as an active member of the branch office sales/service team: conducts sales and cross-sales of all financial products and services to prospective and existing customers; completes documentation and performs point-of-sale processing of all types of new accounts and loan applications; identifies and refers prospective customers to the Wealth Management area of the Bank: provides direct teller service to Bank customers; responds to inquiries and request from customers; provides leadership and support to less experienced staff members.
ESSENTIAL JOB FUNCTIONS:
* Actively assists in performing the branch office sales function:
* Completes the documentation and performs point-of-sale processing on all types of new accounts, services, and loan applications/closings.
* Assists in obtaining sales and growth objectives for the branch.
* Solicits new business from existing and prospective customers; maintains ongoing business relationships with all customers to maximize cross-selling opportunities.
* Actively makes referrals to internal/external sales partners, such as the Wealth Management division, Cash Management, and Merchant Services.
* Provides sales information on a timely basis for sales performance reports via bank software programs.
* Monitors individual sales performance versus objectives monthly; frequently reviews current job performance with supervisor.
* Demonstrates sufficient sales skills to meet assigned goals by following the MCT Sales Process and Customer Contact Program.
* Maintains a thorough knowledge of the features and benefits of all of the Bank's products and services to determine how best to meet the customer's needs to cross-sell bank products and services.
* Maintains a working knowledge of general financial issues customers face related to asset management, credit management, education, family support, and retirement to assist customers in obtaining specialized services from other divisions as necessary.
* Provides direct service to customers with respect to deposit products and services; provides help to customers with specific inquiries or service problems.
* Performs various teller duties relating to paying, receiving, and balancing functions. Position may require staff to "float" to other Bank locations as needed.
* Provide leadership and support to less experienced staff members.
* Prepares various forms and reports and provides information as requested by management
* Complies with all corporate policies, procedures, and federal regulations.
* Offers suggestions and participatinith branch event marketing activities.
* Performs any other related duties and special projects as assigned or as necessary.
EDUCATION, TRAINING, AND EXPERIENCE:
* Education - high school diploma or equivalent
* One to three years' personal banking experience
* Proven track record in selling bank products
* Working knowledge of wealth management
* Problem-solving and decision-making skills
* Intermediate keyboarding skills
* Moderately complex math skills
* Ability to create written materials
* Ability to communicate effectively with co-workers and customers
Physical/Mental Requirements:
Job functions are performed in an office environment. The incumbent operates various types of office equipment, secures supplies and files, communicates with customers and/or other employees, and is frequently required to move about the branch and/or office location. Physical demands involve any or all of the following: digital dexterity and eye/hand coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak to and to hear customers and/or other employees on the telephone and in person; body and motor skills sufficient to enable the incumbent to move from one office location to another; must be capable of learning to use complex data processing equipment and performing moderate to complex mathematical calculations; must be able to work extended hours as needed.
How much does a finance associate earn in Allentown, PA?
The average finance associate in Allentown, PA earns between $32,000 and $97,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.