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
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Project Finance Associate
5 Legal
Finance associate job in York, PA
Job Description
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices.
Qualified candidates must have 3-7 years of project finance experience. The right candidate will have a grounding in project finance documentation and/or tax equity experience. Experience having closed transactions is very important. An active bar license in the location for which you wish to be considered is preferred.
$41k-74k yearly est. 5d ago
Financial Consultant
Everence 3.7
Finance associate job in Lancaster, PA
Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people integrate their faith and finances through their investment, insurance, banking, and charitable giving decisions.
RESPONSIBILITIES AND DUTIES
Provide holistic investment, insurance, and charitable giving.
Maintain a strong knowledge of Everence products.
Generate new business and product sales within the designated region.
Build and maintain strong client relationships through excellent customer service, regular communication, and proactive outreach.
Build trust with clients through professional competence and empathy.
Cultivate connections and proactively deepen relationships to drive cross-sales and new opportunities.
Function effectively as part of a consultant team approach.
Acquire and maintain a working knowledge of all Everence products and services.
Periodically make group presentations.
Achieve the required licenses and complete continuing education credits and compliance requirements as needed to maintain all licenses.
Become proficient with the Customer Relationship Management (CRM) software and the OnBase software platform for workflows and file storage.
Acquire and maintain a thorough working knowledge of compliance regulations.
Additional duties as assigned.
Possess Certified Financial Planner (CFP) designation or be willing to pursue obtaining this designation.
QUALIFICATIONS
Close attention to detail and organization. Excellent interpersonal and communication skills, both written and verbal, with a respectful, diplomatic, and professional approach in interactions with others.
Ability to explain complex financial concepts in an easily understandable manner.
Willingness to follow a process for uncovering needs among prospective and existing Everence clients, with the goal of personally generating new business and/or referring opportunities to other colleagues.
Ability to work independently and as part of a team, working effectively with other support service team members.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) and able to learn multiple database programs.
Self-disciplined and self-demanding; self-starter; motivated to excel; strong persuasive skills and energetic.
Strong ambition and desire to generate new business, with a sales orientation.
Appreciation for the mission of integrating faith and finance within a diverse community.
Results-oriented, strong follow-through skills.
Possess ego strength (resilience) to respond to both positive and negative outcomes.
When required for compliance, willing to disclose and certify all personal investment accounts, including any accounts held by your spouse, minor children, and immediate family members living in your household.
Belief in the mission of Everence and willingness to gain a solid general knowledge of Everence products and services, with respect for Christian faith and Anabaptist values.
Ability to travel regionally within a 30-mile radius of the local market on a regular basis and nationally overnight as needed.
Bilingual skills are a plus that helps Everence better serve our diverse clients, but they are not a requirement.
EDUCATION: Bachelor's degree or higher preferred; willingness to pursue additional designations
EXPERIENCE: Administrative or sales experience, preferably in the financial services industry. A background in teaching, fundraising, or sales is beneficial. Willing to train.
LICENSE: Obtain appropriate licensing for the respective products if not currently licensed
REQUIREMENT: Fingerprinted to open mail and handle confidential client information
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time
$58k-79k yearly est. Auto-Apply 20d ago
Business Banker 3 - Lancaster, PA
First National Trust Company
Finance associate job in Lancaster, PA
Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.Join our team. Make a difference - for us and for your future.
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Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
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 Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$41k-73k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Fenner, Inc. 3.4
Finance associate job in Lititz, PA
Job Description
Fenner Precision Polymers has an exciting internship opportunity with the Fenner Finance Team at Lititz, PA. The successful candidate will be responsible for learning Various roles within the Finance Dept. The position report to the Accounting Manager
What will you do?
As part of the Finance Team, you will …….
S/he will be responsible for collaborating with various departments in order to:
Understand the interworking on all segments of the Finance team.
Work with each finance department team member to understand roles and responsibilities.
Be important part of the Finance team with a wide range of tasks.
Assist with weekly, monthly, and quarterly report
Core Competencies Required
Demonstrated ability to work independently and in team setting.
Demonstrated leadership, problem solving and strong verbal and written communication skills and Proficient in Microsoft Excel
Attention to detail and accuracy in data entry and analysis.
Ability to prioritize work, handle multiple assignments.
Education and/or Relative Experience:
A minimum of 2 years of college in accounting or related field
Experience in Finance related subject matter.
About Fenner Precision Polymer
Fenner Precision Polymer is a company of several preferred brands is manufacturing products in polymetric, metal and textile-based industries. Our solutions add recognized value to motion control, power transmission and related applications. AS a leader with a global footprint, our focus is on a variety of industrial inches where we deliver unique solutions and sustainable growth for our customers.
Fenner Precision Polymers is a Micheline company and backed by 100 years of manufacturing, technical and commercial expertise in our industry.
For more information, visit ***************** or *********************************************************
Equal Opportunity Employer
$38k-51k yearly est. 12d ago
Finance Intern - Summer 2026
Fenner Precision Polymers
Finance associate job in Lititz, PA
Fenner Precision Polymers has an exciting internship opportunity with the Fenner Finance Team at Lititz, PA. The successful candidate will be responsible for learning Various roles within the Finance Dept. The position report to the Accounting Manager
What will you do?
As part of the Finance Team, you will …….
S/he will be responsible for collaborating with various departments in order to:
Understand the interworking on all segments of the Finance team.
Work with each finance department team member to understand roles and responsibilities.
Be important part of the Finance team with a wide range of tasks.
Assist with weekly, monthly, and quarterly report
Core Competencies Required
Demonstrated ability to work independently and in team setting.
Demonstrated leadership, problem solving and strong verbal and written communication skills and Proficient in Microsoft Excel
Attention to detail and accuracy in data entry and analysis.
Ability to prioritize work, handle multiple assignments.
Education and/or Relative Experience:
A minimum of 2 years of college in accounting or related field
Experience in Finance related subject matter.
About Fenner Precision Polymer
Fenner Precision Polymer is a company of several preferred brands is manufacturing products in polymetric, metal and textile-based industries. Our solutions add recognized value to motion control, power transmission and related applications. AS a leader with a global footprint, our focus is on a variety of industrial inches where we deliver unique solutions and sustainable growth for our customers.
Fenner Precision Polymers is a Micheline company and backed by 100 years of manufacturing, technical and commercial expertise in our industry.
For more information, visit ***************** or *********************************************************
Equal Opportunity Employer
$35k-52k yearly est. 60d+ ago
Special Finance Manager (Automotive Dealership Experience Required)
Jeff D'Ambrosio Auto Group
Finance associate job in Downingtown, PA
Job Description
Jeff D'Ambrosio Auto Group is expanding, and we're looking for a driven, solutionsoriented Special Finance Manager to join our leadership team. This role is ideal for someone who thrives in a fastpaced retail automotive environment and knows how to structure deals that help every customer find a path to ownership.
About the Role
You'll oversee all aspects of special finance operations, from cultivating lender relationships to coaching sales teams on best practices. Your expertise will help customers with diverse credit backgrounds secure financing while ensuring compliance, profitability, and an exceptional buying experience.
Key Responsibilities
Manage special finance operations: Oversee subprime and nearprime deal structuring from application to funding.
Develop and maintain lender relationships: Work closely with a wide network of banks and finance companies to maximize approvals.
Coach and support the sales team: Train staff on credit processes, documentation, and customer communication.
Ensure compliance and accuracy: Maintain adherence to federal, state, and dealership policies.
Drive department profitability: Optimize deal structure, product penetration, and lender mix.
Required Qualifications
Automotive dealership experience: Minimum 2 years in a dealership finance or special finance role.
Automotive Dealerships Software: Reynolds and Reynolds Experience a plus +
Strong lender network knowledge: Familiarity with subprime programs, stip requirements, and funding processes.
Proven track record of approvals and gross: Demonstrated success in highvolume or highchallenge environments.
Excellent communication and negotiation skills: Ability to build trust with customers and lenders.
Organizational and compliance awareness: Detailoriented with strong documentation habits.
What We Offer
Competitive compensation package: Base salary plus performancebased bonuses.
Full benefits: Health, dental and 401K options
Career growth opportunities: A dealership committed to promoting from within.
Supportive, highenergy team environment: Work with professionals who value collaboration and results.
$81k-120k yearly est. 5d ago
Financial Accounting Analyst - Franklin & Marshall College
Franklin & Marshall College 4.3
Finance associate job in Lancaster, PA
Franklin & Marshall College is recruiting for a full-time Financial Accounting Analyst. Job Details: * Classification: Full-time, Exempt * Schedule: 40 hours, Monday - Friday. May require evenings and weekends. * Reports to: Controller
* Department: Finance & Administration
* Approved Salary Range: $68,000.00 - $72,000.00
Job Description:
The Financial Accounting Analyst supports strategic decision-making and financial stewardship at Franklin & Marshall College. This position supports accurate, timely, and compliant financial operations. This position is responsible for preparing and analyzing financial data, reconciling accounts, supporting audit processes, and assisting with the preparation of financial statements.
Essential Functions:
* Core Accounting, Reporting, and Compliance
* Independently perform complex accounting functions in accordance with U.S. GAAP, FASB standards applicable to nonprofit and higher education institutions, and institutional financial policies.
* Apply professional judgment in the preparation, review, and processing of journal entries, adjustments, accruals, and reclassifications impacting multiple funds, departments, and reporting units.
* Prepare assigned components of the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and adherence to established timelines and internal controls.
* Perform reconciliation and detailed analysis of general ledger accounts, including restricted funds, endowment activity, grants, auxiliary operations, and capital projects; investigate and resolve discrepancies in a timely manner.
* Assist in the preparation and review of financial reports and supporting schedules for internal and external stakeholders, including management, governing boards, and regulatory agencies.
* Prepare and assist in the review of regulatory and compliance submissions including IRS Form 990, escheat and other state filings, NACUBO surveys, IPEDS finance schedules, and other higher education reporting requirements ensuring accuracy and compliance with reporting standards.
* Analysis, Decision Support, and Financial Stewardship
* Provide knowledgeable support for fund accounting and nonprofit financial reporting, advising departments on appropriate accounting treatment, cost allocation methodologies, and compliance with donor restrictions and grant requirements.
* Analyze financial data and trends, prepare variance analyses, and provide explanations to support budgeting, forecasting, and financial decision-making.
* Monitor compliance with donor restrictions, grant terms, and institutional policies, and escalate issues or concerns as appropriate.
* Audit, Controls, and Process/Policy Management
* Assist in coordinating and supporting the annual external audit process by preparing audit workpapers, schedules, and supporting documentation, and responding to auditor inquiries under the guidance of senior finance leadership.
* Contribute to the development and documentation of accounting procedures, internal controls, and process improvements to enhance accuracy, compliance, and operational efficiency.
* Operational Support, Collaboration, and Systems
* Provide functional support to finance operations staff, including reviewing work for accuracy and offering guidance as needed; may assist with training and knowledge sharing.
* Participate in system implementations, upgrades, and process improvement initiatives, including testing and validation of financial data and workflows.
* Perform special projects and other related duties as assigned in support of institutional financial operations.
Requirements:
Minimum Qualifications:
* Bachelor's degree in accounting, finance, or a related field.
* At least 5 years of accounting or financial analysis experience.
* Proficiency with Microsoft Excel and accounting/ERP systems (e.g., Banner, Workday, or similar).
* Knowledge of GAAP and internal control principles.
* Strong analytical and problem-solving skills.
* Excellent organizational skills and attention to detail.
* Ability to communicate effectively with both financial and non-financial staff
* Excellent oral, written, interpersonal communication skills.
* Proficiency in Google Suite Products (Docs, Gmail, Sheets, Slides, Drive)
* Evidence of a commitment to community and belonging.
* Successful interview.
* Successful completion of background checks.
Preferred Qualifications:
* Experience in higher education, nonprofit, or mission-driven organizations.
* Familiarity with fund accounting and endowment accounting principles.
* Experience with grant or restricted fund reporting.
Additional Information:
Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications.
Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page.
Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class.
Application Instructions:
All submitted materials must be submitted via this online process. We regret we are unable to accept applications or resumes submitted via mail, email, or fax. As you are submitting your application via this online process, please ensure that you provide an accurate email address. You will then receive an acknowledgment indicating that your application materials have been received. Individuals who need accommodations due to a disability in order to submit an application or attend an employment interview should contact Human Resources at **************.
If you experience difficulty submitting your resume or cover letter, please CLICK HERE for assistance. If you have previously applied online to a position at Franklin & Marshall College and want to check on your submission or make changes, please CLICK HERE to log back into your account.
$68k-72k yearly 7d ago
Private Banker
Northwest Bancorp, Inc. 4.8
Finance associate job in Mount Joy, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
* Initiate contacts for developing and closing new business
* Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
* Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
* Communicate on the development of new business accounts
* Meet and/or exceed annual production guidelines
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Cross-sell Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Monitor client accounts on an ongoing basis
* Schedule client meetings on a periodic basis
* Review financial / investment markets daily
* Develop a high community profile
* Minimize nonstandard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$38k-67k yearly est. Auto-Apply 14d ago
PT Community Banker - Cleona
Jonestown Bank & Trust Co 3.7
Finance associate job in Cleona, PA
Perform client service requests while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures. This position serves as the primary “touch point” between JBT and our clients. The Community Bankers are back up to the Branch Experience Managers and may be called on to perform Community Associate work as needed.
DUTIES AND RESPONSIBILITIES
Lead by example in the delivery of the SMILE Standards and Non-Negotiables.
Consistently deliver high quality JBT service in person, over the telephone, via video conference/chat and during community events.
Have expert level product knowledge related to all branch accounts and services and use this knowledge to broaden and deepen relationships though proactive conversations. Be able to refer clients for non-branch related services (Other Line of Business Referrals).
Proactively contact clients with new rates, specials, etc. and to cross sell other products and services.
Proactively contact prospective clients with information on new products and services.
Ability to answer high level questions about JBT's digital banking services. Ability to troubleshoot client issues with JBT's digital banking services.
Handle disputes, stop payments, account holds, indemnity bonds, etc.
Open and service all types of accounts that the Bank offers. Consistently use the HPG process.
Have a high-level knowledge of business account types, needed documentation per the Bank's CIP Policy, and business account documentation including Resolutions.
Assist in the training of other branch personnel on products, services and account opening procedures.
Accept/complete consumer loan applications.
Complete all work, including but not limited to new account documentation, maintenance and loan applications, accurately. Correct any errors in a timely manner.
Maintain proper follow-up with clients.
Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy.
Complete BAI courses as assigned.
Respect the confidentiality of information obtained through or as a consequence of employment.
Actively utilize CRM System to enhance client experience.
Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
Operate and answer the telephone in a professional manner.
Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, and Cash totals.
Ensure punctual and regular attendance.
Assist BEM to complete weekly CTR reports, scheduling, coaching, provide over-rides.
Handle Fed ordering and shipping.
Order supplies, daily branch balancing, monthly security audit functions and other operational functions as assigned.
Knowledge of branch emergency procedures.
Promote and preserve JBT's values and culture.
Follow Bank policy and procedure to prevent fraud and financial crimes.
Other duties as assigned.
Requirements
SKILLS REQUIRED
Ability to operate Bank's systems.
Excellent communication and interpersonal skills.
Strong PC and digital banking knowledge and problem solving
Proficient mathematics skills.
Ability to operate the following office equipment: computer, adding machine, typewriter, telephone, copy machine, fax machine, scanner, TCR.
Ability to lift approximately 50 pounds.
$48k-88k yearly est. 60d+ ago
Financial Specialist (Intermediate, Advanced and Senior Professional levels)
Penn State University
Finance associate job in Parkesburg, PA
APPLICATION INSTRUCTIONS: * CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday. * CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.
* If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants.
JOB DESCRIPTION AND POSITION REQUIREMENTS:
The Penn State College of Medicine, Office of the Controller, in Hershey, PA, is seeking a Financial Specialist. The Financial Specialist will be responsible for verifying the accuracy of financial data for multiple departments across the College of Medicine. This will include performing advanced analysis and reconciliation of complex accounting records and interpreting analytical results, researching and resolving complex accounting problems and/or discrepancies, and developing appropriate accounting processes to proactively create accurate financial data. They will develop and maintain procedures, policies and systems for the College of Medicine; manage process re-engineering as needed; consult on new system development related to financial management with the FO. Implement, manage and coordinate training for new University systems. They will hire, train, supervise and evaluate assigned staff; as well as manage workforce planning for finance operations in the administrative area
Additional responsibilities will also include development, in conjunction with their manager, of routine audit procedures for internal activity and implementation of the developed processes. The successful candidate will also be able to correspond with and provide accounting support and training to other COM financial staff as needed, field and answer questions regarding financial operations/accounting/policy/etc. They will also work closely with their manager to provide financial data and schedules to the central finance offices for the university as needed. The role will provide accounting expertise to other Financial Analysts under the COM controller's office. The role will complement the Financial Officer in the oversight of the department financial staff.
Employment will require successful completion of background check(s) in accordance with University polices.
The Pennsylvania State University is committed to and accountable for advancing diversity, equity, and inclusion in all of its forms. We embrace individual uniqueness, foster a culture of inclusive excellence that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity, and engage all individuals to help them thrive. We value inclusive excellence as a core strength and an essential element of our public service mission.
The salary range for this position, including all possible grades is:
$51,000.00 - $102,300.00
Salary Structure - additional information on Penn State's job and salary structure.
CAMPUS SECURITY CRIME STATISTICS:
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.
Employment with the University will require successful completion of background check(s) in accordance with University policies.
EEO IS THE LAW
Penn State is an equal opportunity, affirmative action employer, and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact ************.
Federal Contractors Labor Law Poster
PA State Labor Law Poster
Affirmative Action
Penn State Policies
Copyright Information
Hotlines
Hershey, PA
$51k-102.3k yearly Auto-Apply 60d+ ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Lancaster, PA
Primary Office Location: 2121 Lincoln Highway East. Lancaster, Pennsylvania. 17602. 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 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Lancaster, PA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 19d ago
Financial Analyst I - York PA
Msccn
Finance associate job in York, PA
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.
Job Description
BAE Systems is seeking a Finance Analyst I with exceptional analytic skills to join the Program Finance team.
The successful candidate must possess strong financial analysis and problem solving skills, be detailed oriented and able to prioritize and manage numerous ongoing tasks.
The selected candidate will provide financial decision support to stakeholders focused on minimizing risk and maximizing return of program profit by managing financial requirements and program execution.
Responsibilities:
Provides tracking, analysis, and reporting of projects of varying contract type, size and complexity.
Work independently but in a cross-functional team environment
Utilizes strong communication skills to interface with Program Management Organization (PMO) team and others including; project managers, technical staff, subcontractors and customers in support of PMO activities
Responsible project start-up and close-out as well as monthly program revenue, cost management, and profit recognition over the life of the program.
Supports project execution by performing financial analysis and other program support related to the technical and business resources needed to achieve program objectives; includes pre- and post-award project activities from inception through closeout
Monitors, controls and reports on the status of programs, projects and operation budgets; prepares status reports and other program finance and administrative analysis and reporting
Additional Qualifications/Responsibilities
Required Education, Experience, & Skills
Bachelor's degree in Finance or Accounting or related field. Work experience or equivalent education/experience considered as well
Strong problem solving and analytical skills
Self-motivated with a bias for action, process/results oriented
Ability to communicate effectively both orally and written
Ability to prioritize and self-manage a multi-tasked workload in a fast-paced environment
Ability to make decisions with sound judgment while complying with policies and procedures
Problem solving and in depth research and analytical skills
Must be detail oriented with meticulous record-keeping skills
Ability to work limited overtime (days, evenings, weekends) to meet business needs
Ability to work cooperatively across multiple Finance and non-Finance functions
Preferred Education, Experience, & Skills
Experience with project forecasting and analysis, particularly in a manufacturing and/or defense contracting environment
Understanding of Cost Accounting Standards
Advanced Excel skills
Pay Information
Full-Time Salary Range: $47400 - $80600
$47.4k-80.6k yearly 9d 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
Automotive Dealership Finance Manager
Jeff D'Ambrosio Auto Group
Finance associate job in Downingtown, PA
Automotive Finance Manager Jeff D'Ambrosio Auto Group - Downingtown, PA
Jeff D'Ambrosio Auto Group-one of the region's most established, highest-volume, and fastest-growing automotive dealerships-is actively seeking an experienced Automotive Finance Manager to join our award-winning team.
If you're driven, professional, and ready to maximize your earning potential in a supportive, high-performance culture, this is the opportunity you've been waiting for.
Why Jeff D'Ambrosio Auto Group Is the BEST Place to Build Your Career
Industry-leading pay plans - Earn top-tier income with one of the best compensation structures in the region.
4-day work week options available - Enjoy a true work-life balance while still achieving exceptional results.
High traffic, high volume dealership -80-100 dealer per month per manager!!
Family-owned & operated - We treat our team like family and support your long-term success.
Top-rated reputation - Join a dealership known for integrity, customer satisfaction, and excellence.
Position Overview
As a Finance Manager, you'll play a vital role in delivering a world-class buying experience. You will structure deals, present protection products, secure financing, and ensure compliance-all while maintaining an exceptional customer journey.
Requirements
Automotive dealership experience REQUIRED (Finance Manager or F&I-related role)
Strong knowledge of lender options, rates, and deal structure
Ability to present and sell F&I products confidently and professionally
Strong CSI focus, communication skills, and ethical approach
Valid driver's license and clean driving record
Reynolds & Reynolds experience is a PLUS
What You'll Do
Structure deals to meet dealership goals and customer needs
Present product menus and maximize F&I revenue
Submit deals to lenders and secure competitive approvals
Maintain compliance with all regulations and dealership processes
Work closely with sales management to support daily operations
Deliver a positive, transparent, customer-focused experience
Benefits
Best-in-class compensation plan
4-day work week options
Health, dental and 401(k)
Paid time off
Employee discounts
Long-term growth in a stable, thriving dealership
Ready to Take the Next Step?
If you're an experienced Finance Manager who wants to elevate your career with a dealership that truly values its people, Jeff D'Ambrosio Auto Group wants to hear from you!
Apply today!
$81k-120k yearly est. Auto-Apply 56d ago
Private Banker
Northwest Bank 4.8
Finance associate job in Mount Joy, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
• Initiate contacts for developing and closing new business
• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
• Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
• Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
• Develop a high community profile
• Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
• Communicate on the development of new business accounts
• Meet and/or exceed annual production guidelines
• Complete financial profiles and accurately analyze customer needs and prepare proposals
• Recommend products and services accordingly, taking into account all available alternatives
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
• Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Monitor client accounts on an ongoing basis
• Schedule client meetings on a periodic basis
• Review financial / investment markets daily
• Develop a high community profile
• Minimize nonstandard fee schedules
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Assist with setting personal goals and targets
• Recommend improvements to sales and procedures
• Recommend new marketing initiatives / potential new business opportunities
• Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
• Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
• Consistently and fairly enforce safe work practices
• Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$38k-67k yearly est. Auto-Apply 15d ago
Financial Crimes Manager
Jonestown Bank & Trust Co 3.7
Finance associate job in Jonestown, PA
Responsible for ensuring that each department and all employees are aware of and comply with the letter and the spirit of all BSA laws and regulations. As the acting BSA Officer, is responsible for coordinating and monitoring the overall compliance with, and the maintenance and administration of the BSA program. Coordinates the training of Bank employees, and appropriate record creation, reporting, and retention. As the acting Security Officer, assists in the protection of people, assets, and property through the development and administration of detailed policies and procedures. Ensures that Bank employees receive adequate training and communicates changes and updates in a timely manner. Functions include physical security of Bank locations, oversight of investigations into client and employee crimes, and serving as a liaison with law enforcement agencies.
DUTIES AND RESPONSIBILITIES
BSA Officer
Develop and coordinate the efforts to comply with laws and regulations.
Maintain a current knowledge of applicable laws and regulations.
Ensure ongoing employee training programs, including annual review of BSA compliance with employees and the Board of Directors.
Maintain a list of high-risk accounts and monitor activity following AML/CFT procedures.
Monitor account activity using reports and systems that may identify unusual patterns or deviations from the expected norms for that person/entity.
Make initial determination of eligibility of customer to be on exempt list and review at least annually following regulatory requirements to ensure exemption is warranted. File appropriate forms to exempt listed and non-listed business entities with the IRS.
Investigate reports of suspicious activity in conjunction with the BSA Committee, participating in the investigation and determining whether to recommend filing a Suspicious Activity Report (SAR).
Ensure that all CTR's are properly prepared and submitted to FinCEN as prescribed.
Monitor Bank compliance with the BSA and all related regulations.
Provide annually to the Board of Directors a review of education programs conducted, a synopsis of any changes, policy and procedure for revision and/or approval, and any other relevant information.
Security Officer
Develop, administer and update the Bank's Security Program, procedures, and processes including plans for reducing or eliminating premises liability, site analysis, and risk assessments.
Conduct continual surveys of all locations to determine the need for additional security services and making appropriate recommendations.
Assist with selecting, maintaining and testing appropriate intrusion devices, alarms, and camera systems that record activity in appropriate locations.
Develop and maintain investigative practices and standards, and investigate all suspected internal and external criminal violations, suspicious incidents, and policy violations that may become security issues.
Work with branch/department leaders to assist with the continual development of loss prevention processes to protect general assets and proprietary information.
Establish and maintain satisfactory liaison with law enforcement and other bank security officers.
Work with the Human Resource department in conducting and reviewing employment practices.
Prepare and submit a Security Program evaluation and compliance report to the Board of Directors at least annually.
Assist with the development and administration of annual training for Physical Bank Security (Reg. H and the Bank Protection Act) and Information Security awareness (Interagency Guidelines for Safeguarding Customer Information).
Create and retain case management records for all investigations.
Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
Promote and preserve JBT's values and culture.
Follow Bank policy and procedure to prevent fraud and financial crimes.
Other duties as assigned.
Requirements
SKILLS REQUIRED
Minimum of 5 years of BSA experience in a financial institution environment with certification specific to BSA compliance required.
Fraud & Security experience preferred.
Broad knowledge of Bank operating systems, policies, and procedures.
Technical knowledge of security hardware and software (alarm panels, cameras, etc.) preferred.
Strong working knowledge of Federal and State banking regulations.
Analysis experience regarding reports and documentation related to BSA.
Ability to communicate effectively - written and verbal.
Ability to operate the following office equipment: adding machine, telephone, multi-function devices, personal computer including the MS Office applications.
$85k-110k yearly est. 60d+ ago
Senior Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Rising Sun, MD
Primary Office Location: 6 Pearl Street. Rising Sun, Maryland. 21911. Join our team. Make a difference - for us and for your future. Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & 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. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.
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:
1
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
Compensation Grade:
NEX10
Pay Range:
$21.41 - $35.69
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$21.4-35.7 hourly Auto-Apply 27d ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Shillington, PA
Primary Office Location: 606 E Lancaster Ave. Shillington, Pennsylvania. 19607. 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.
How much does a finance associate earn in Lancaster, PA?
The average finance associate in Lancaster, PA earns between $32,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.