Vista Wealth Solutions
is currently seeking a limited number of candidates to join our firm.
Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000.
Our Advisors own their clients and data.
We support and help our Advisors and teams build, manage, and market their own brand.
We provide award-winning practice management technology and training
Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines.
Options to join an established team based on an individual's background and skills.
Wealth Manager Responsibilities
Vista Wealth Solutions also provides support and training to help with these responsibilities. This role is focused on helping clients reach their financial goals and secure their financial futures.
Meet with clients to understand their financial goals.
Create personalized financial and investment plans.
Recommend and manage investments to grow and protect wealth.
Monitor clients' portfolios and adjust plans as needed.
Help with tax planning, estate planning, and wealth transfer.
Provide ongoing advice and support to clients.
Stay updated on financial markets and regulations.
What It Takes To Win With Us
An enterprising mindset.
A desire to be better than your peers.
A passion for helping and educating.
The willingness to push hard in the short term to enjoy long-term success.
$200k yearly 60d+ ago
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Finance Manager-Cleanroom
Vestis 4.0
Finance associate job in Scranton, PA
Ensure the accuracy, consistency, reliability, and comparability of the Market Center's (MC) financial statements, financial reporting, and forecasting. Support MC's Management Team with financial related analysis/research, ensuring policy/procedure/control compliance, and participating with the implementation of new initiatives that require financial related support. Assist the Sr. Manager - Finance & Controller with financial analysis and organizational compliance.
Responsibilities/Essential Functions:
Plan, direct, and organize the accurate and timely reporting and forecasting of financial information including the preparation and review of the MC's monthly financial statements. Prepare relevant and accurate information for presentation at meetings, as well as research and resolve accounting/financial issues.
Responsible for maintaining proper internal controls (including SOX compliance) and enforcement of Vestis policies and procedures.
Manage the billing operations for assigned MC's to ensure accurate and timely invoice processing. Promptly resolve complex customer billing inquiries and issues.
Collaborate with sales, service, and operations to ensure customer billing profiles correctly align with contract terms and pricing.
Supervise Administrative Coordinators to ensure that they are optimally performing their job responsibilities including but not limited to billing, payroll, HR, iprocurement, etc., while also training, developing, and motivating these employees for their future success.
Interact, support, and partner with the General Managers and other Managers in assigned MC's, on financial/operational reviews, enforcement of financial processes, and to address MC issues/questions.
Evaluation of processes and procedures to gain efficiencies and cost savings by driving continuous improvement, utilizing standardization, simplification, and automation when possible.
Assist the Sr. Manager - Finance & Controller with financial/operational inquiries and with engagement in existing programs, new initiatives and upgraded software systems as required.
As assigned by the Sr. Manager - Finance & Controller, conduct periodic SOX, government, and other compliance audits on MCs within the Cleanroom Region.
As assigned by the Sr. Manager - Finance & Controller, assist in the Regional financial close process through the accumulation of data, regional journal entry creation, and reporting of month end information including, but not limited to, engagement in the Region's Balance Sheet Reconciliation and Variance Analysis.
As assigned by the Sr. Manager - Finance & Controller, prepare or accumulate, in an accurate and timely manner, financial, billing, operational, or ad-hoc reporting for the Region.
Solicit appropriate expertise of the Sr. Manager - Finance & Controller to ensure proper resolution to complex issues.
Perform other duties as required or assigned which are reasonably within the scope of the activities enumerated above including monthly inventory and balance sheet reconciliations, quarterly bonus calculations, tax calculations for unique jurisdictions, etc.
Knowledge/Skills/Abilities:
Considerable skills in management, human relations, and communication. Demonstrated supervisory experience with multiple priorities.
Considerable knowledge of accounting standards, practices, and procedures.
Demonstrated experience preparing forecasts, controlling costs and maximizing profits, and producing accurate reports.
Previous experience in a Controller position in a plant environment preferred.
MS Office knowledge, with proficiency in Excel essential
Hyperion and Oracle experience preferred.
Strong analytical and process management skills.
Experience/Qualifications:
Bachelor's degree or equivalent, preferably in accounting or financial analysis.
Minimum of 5 years progressively responsible experience in accounting and supervision.
Working Environment/Safety Requirements/Physical Requirements:
Minimal travel required
No special physical requirements for this position.
$91k-135k yearly est. 25d ago
Finance Manager-Cleanroom
Vestis Services
Finance associate job in Scranton, PA
Ensure the accuracy, consistency, reliability, and comparability of the Market Center's (MC) financial statements, financial reporting, and forecasting. Support MC's Management Team with financial related analysis/research, ensuring policy/procedure/control compliance, and participating with the implementation of new initiatives that require financial related support. Assist the Sr. Manager - Finance & Controller with financial analysis and organizational compliance.
**Responsibilities/Essential Functions:**
+ Plan, direct, and organize the accurate and timely reporting and forecasting of financial information including the preparation and review of the MC's monthly financial statements. Prepare relevant and accurate information for presentation at meetings, as well as research and resolve accounting/financial issues.
+ Responsible for maintaining proper internal controls (including SOX compliance) and enforcement of Vestis policies and procedures.
+ Manage the billing operations for assigned MC's to ensure accurate and timely invoice processing. Promptly resolve complex customer billing inquiries and issues.
+ Collaborate with sales, service, and operations to ensure customer billing profiles correctly align with contract terms and pricing.
+ Supervise Administrative Coordinators to ensure that they are optimally performing their job responsibilities including but not limited to billing, payroll, HR, iprocurement, etc., while also training, developing, and motivating these employees for their future success.
+ Interact, support, and partner with the General Managers and other Managers in assigned MC's, on financial/operational reviews, enforcement of financial processes, and to address MC issues/questions.
+ Evaluation of processes and procedures to gain efficiencies and cost savings by driving continuous improvement, utilizing standardization, simplification, and automation when possible.
+ Assist the Sr. Manager - Finance & Controller with financial/operational inquiries and with engagement in existing programs, new initiatives and upgraded software systems as required.
+ As assigned by the Sr. Manager - Finance & Controller, conduct periodic SOX, government, and other compliance audits on MCs within the Cleanroom Region.
+ As assigned by the Sr. Manager - Finance & Controller, assist in the Regional financial close process through the accumulation of data, regional journal entry creation, and reporting of month end information including, but not limited to, engagement in the Region's Balance Sheet Reconciliation and Variance Analysis.
+ As assigned by the Sr. Manager - Finance & Controller, prepare or accumulate, in an accurate and timely manner, financial, billing, operational, or ad-hoc reporting for the Region.
+ Solicit appropriate expertise of the Sr. Manager - Finance & Controller to ensure proper resolution to complex issues.
+ Perform other duties as required or assigned which are reasonably within the scope of the activities enumerated above including monthly inventory and balance sheet reconciliations, quarterly bonus calculations, tax calculations for unique jurisdictions, etc.
**Knowledge/Skills/Abilities:**
+ Considerable skills in management, human relations, and communication. Demonstrated supervisory experience with multiple priorities.
+ Considerable knowledge of accounting standards, practices, and procedures.
+ Demonstrated experience preparing forecasts, controlling costs and maximizing profits, and producing accurate reports.
+ Previous experience in a Controller position in a plant environment preferred.
+ MS Office knowledge, with proficiency in Excel essential
+ Hyperion and Oracle experience preferred.
+ Strong analytical and process management skills.
**Experience/Qualifications:**
+ Bachelor's degree or equivalent, preferably in accounting or financial analysis.
+ Minimum of 5 years progressively responsible experience in accounting and supervision.
**Working Environment/Safety Requirements/Physical Requirements:**
+ Minimal travel required
+ No special physical requirements for this position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$81k-120k yearly est. 26d ago
Dealership Finance Manager - Key Ford of Hazelton
Key Auto Group
Finance associate job in Hazleton, PA
Job DescriptionKey Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of professionals who are focused on exceeding customer expectations.Responsibilities
Provide recommendations and assistance to customers in order to arrange the financing of their purchases
Present customers with additional product offerings to enhance their vehicle and ownership experience
Ensure sales are structured to produce the highest profitability
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensure every deal is fully aligned with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audit team deals Post-Sale and deeply analyze for improvements
Guarantee the expeditious funding of all contracts
Other duties as assigned
Qualifications
Eagerness to improve
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures
Proficient at structuring deals for maximum profitability
Well-versed in title laws and registration process
Professional personal appearance and extraordinary verbal/written communication skills
Expertise in negotiation and presentation skills
Valid driver's license
Benefits
Medical, Dental & Vision Insurance
401K Plan + Match
Paid time off and vacation
Short/Long Term Disability/Flex/Life
Growth opportunities
$81k-120k yearly est. 17d ago
Financial Analyst
Penn Foster 3.5
Finance associate job in Scranton, PA
The Financial Analyst will perform a variety of analytical functions to support assigned areas of the business, providing financial analysis to various business and Finance leaders. He/she will be responsible for proactively and independently assisting in the planning and forecasting processes of the company and developing ad-hoc analytics on key business drivers.
ESSENTIAL FUNCTIONS
Prepare monthly reports including detailed variance analysis that improve financial status.
Assist with the completion of the annual budget and quarterly forecasting process.
Performs product line profitability analyses
Partner with business leaders to provide thoughtful, action-oriented financial support by assembling/summarizing data.
Increase productivity by automating processes.
Work with various business leads on development of standardized financial analysis and reporting.
Participate in due diligence efforts as needed.
CORE VALUES
Be a Student Achievement Champion- As champions for student achievement we passionately advocate, mentor, and fight for every person who so desires to access the knowledge and skills they need in order to fulfill their goals and change their lives. We create successful outcomes for our students through innovation, creativity and problem-solving that fuels the outcomes our students want and deserve. Helping students unlock their potential is our shared responsibility and privilege.
Provide service infused with understanding, respect and empathy- Be a partner; listen and care, and in doing so, create lasting and meaningful relationships.
Be responsible and act with integrity- We promptly acknowledge the needs of our students and colleagues and respond appropriately and effectively. We follow-up and follow-through.
Collaborate to create better outcomes- We know there is strength in numbers. We value the ability, perspective and unique talent of others; and we embrace our differences. A team is stronger than any one person.
Surprise and delight- We go beyond the transaction. We strive to exceed expectations and create emotionally fulfilling experiences that result in consistently remarkable hospitality.
Take care of the earth and give back to the community in which we live and work - We support our students and community through contribution and by adopting causes that matter. We are charitable and possess the spirit of giving. We are hospitable.
Skills & Abilities
Education: Bachelor's degree in finance, business or related field.
Experience: 3+ years related experience in financial analysis and budgeting
Computer Skills: Experience with MS Office, including Word, Excel, and Power Point. Heavy use of MS Excel v-lookups and pivot tables.
Other Requirements:
Strong analytical, problem-solving and communication (written and oral) skills are essential qualifications
Looking for a highly motivated, proactive, energetic, detail-oriented individual with time management skills
Ability to think independently and function well in a team environment
Ability to multi-task and prioritize in a fast-paced environment
Ability to work independently and meet strict deadlines
Ability to work in a fast paced environment
Strong work ethic
$50k-62k yearly est. 60d+ ago
Relationship Banker - Greater Lehigh Valley Market
JPMC
Finance associate job in Scranton, PA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$31k-45k yearly est. Auto-Apply 60d+ ago
Experienced Financial Analyst
Jeppesen 4.8
Finance associate job in Smithfield, PA
Company:
Argon ST
ArgonST, a subsidiary of The Boeing Company, is seeking a Experienced Financial Analyst for our Smithfield, PA, and Lemont Furnace, PA locations to join the Financial Operations team. In this role, you will work closely with other functions to collect, compile, and document source data in support of analysis of forecasts and Estimates at Completion (EACs). Flexibility, initiative, attention to detail, and a willingness to learn new areas are essential to succeed in this dynamic and exciting environment.
Position Responsibilities:
Coordinate and interface with other Argon functions and Boeing Accounting Business Units (ABUs) to support and analyze cost and schedule data. Advocate business partnering and clear communication with our program teams and other functions
Develop, monitor, and analyze Simple Cost Management (SCM), Cost Schedule Planning and Reporting (CSPR) COBRA, and full EVM program financials; communicate cost trends to the Program Manager (PM)
Create, maintain, and monitor Long Range Business Plans using TM1
Develop, update, analyze, and reconcile program Bill of Materials (BOMs), including reconciling deliverables to supplier payments and accounting actuals, tracking supplier invoices, and validating material milestone payments
Partner with PMs and CAMs to communicate trends, provide analysis of variances and impacts, offer recommendations, reconcile data, and prepare performance reports for internal and external reporting; support development of Estimates at Completion (EAC)
Run routine weekly/monthly performance reports and maintain performance measurement baselines, including earned value, and prepare variance analyses
Create, maintain, and monitor Intercompany Work Authorizations
Collaborate effectively with others in a fast-paced, high-demand environment
Participate in various projects and process improvement initiatives
This position requires the ability to obtain a U.S. Security Clearance for which the U.S. Government requires U.S. Citizenship. An interim and/or final U.S. Secret Clearance Post-Start is required.
Basic Qualifications (Required Skills/Experience):
Bachelor's degree or higher
3+ years of experience in a business-related function (including, but not limited to: Finance, Contracts, Estimating, Procurement, Financial Analysis, Business Operations, Supplier Management)
3+ years of experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities
Preferred Qualifications (Desired Skills/Experience):
Experience with Deltek Costpoint
Experience with COBRA
Experience with IBM TM1
Earned Value Management experience
Experience with Intercompany Work Authorization ERP systems
Self-motivated, organized, and flexible
Works well under tight deadlines
Drug Free Workplace:
Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.
Pay & Benefits:
At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.
The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.
The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Pay is based upon candidate experience and qualifications, as well as market and business considerations.
Summary Pay Range: $90,950 - $123,050
Language Requirements:
Not Applicable
Education:
Bachelor's Degree or Equivalent
Relocation:
Relocation assistance is not a negotiable benefit for this position.
Export Control Requirement:
This position must meet U.S. export control compliance requirements. To meet U.S. export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.62 is required. “U.S. Person” includes U.S. Citizen, U.S. National, lawful permanent resident, refugee, or asylee.
Safety Sensitive:
This is not a Safety Sensitive Position.
Security Clearance:
This position does not require a Security Clearance.
Visa Sponsorship:
Employer will not sponsor applicants for employment visa status.
Contingent Upon Award Program
The position is contingent upon program award
Shift:
Shift 1 (United States of America)
Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning
Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
EEO is the law
Boeing EEO Policy
Request an Accommodation
Applicant Privacy
Boeing Participates in E - Verify
E-Verify (English)
E-Verify (Spanish)
Right to Work Statement
Right to Work (English)
Right to Work (Spanish)
$91k-123.1k yearly Auto-Apply 4d ago
Personal Banker I
Fncb Bank 3.7
Finance associate job in Pittston, PA
The Personal Banker I will exemplify quality service standards while providing a variety of banking solutions and recommending and selling bank products and services. By displaying excellent customer service skills, the Personal Banker I will identify opportunities to expand current banking relationships and engage prospects to earn new bank customers.
Responsible for accurately processing customer transactions, addressing customer inquiries, displaying excellent customer service skills, identifying opportunities to expand current banking relationships and engaging prospects to earn new bank customers.
The Personal Banker will also be responsible for opening new deposit accounts, performing account maintenance, initiating sales focused conversations and assisting with loan product conversations and application processing.
Accurately processes customer transactions including deposits, withdrawals, check cashing, loan payments, and general ledger entries.
Provides excellent customer service adhering to the WOW Customer Service standards of performance while seeking cross-selling opportunities.
Balances the teller cash drawer, recycler and vault daily and keeps differences within an acceptable level.
Seek service to sales opportunities out of customer interaction and transaction processing. Perform account opening and maintenance. Assist with processing applications.
Adheres to all bank policies and federal regulations including, but not limited to, Currency Transaction Reporting, Check Cashing Policy, Confidentiality of Customer Information, Cash Management, CIP (Customer Information Program), and BSA (Bank Secrecy Act).
Keeps current on Products and Services offered by the bank.
Performs other duties as assigned.
PM 22
Requirements
Minimum Qualifications
Education/Training:
College Degree or at least one year work experience in a banking position.
Knowledge/Skills/Abilities:
Excellent Oral and written communication
Sound judgement
Strong math skills
Strong interpersonal skills including the ability to work with all levels of employees and types of customers
Flexible schedule to include Saturday
PC proficiency
Experience:
At least 1 year of experience in banking position preferred
Required Certification/Licenses:
NMLS Preferred; Valid Driver's License
Travel Requirements:
Flexible schedule with localized travel within the bank's footprint
Physical and Mental Job Requirements:
Typically sits or stands for sustained periods of time at a desk and/or computer
Typically requires viewing a computer terminal and extensive reading
Ability to receive and deliver detailed information through oral and written communication
Ability to lift at least 25 lbs.
Working Conditions
Climate controlled/sufficiently illuminated professional office environment. Ability to perform essential functions/duties through use of appropriate computer and general office equipment.
$32k-40k yearly est. 60d+ ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance associate job in Forest City, PA
Primary Office Location: 521 Main Street. Forest City, Pennsylvania. 18421. 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 6d 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
Relationship Banker
First National Trust Company
Finance associate job in Forest City, PA
Primary Office Location:521 Main Street. Forest City, Pennsylvania. 18421.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
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-45k yearly est. Auto-Apply 7d ago
Financial Services Representative State Farm Agent Team Member
Mike Peterson-State Farm Agent
Finance associate job in Pocono, PA
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Mike Peterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
$29k-54k yearly est. 24d ago
Financial Services Representative - State Farm Agent Team Member
Kevin Kendall-State Farm Agent
Finance associate job in East Stroudsburg, PA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative with Kendall Insurance And Financial Services, Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Strong analytical and communication skills.
Life & Health license mandatory
FINRA Series 6, 63, & 65 licenses preferred.
$29k-54k yearly est. 15d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Madison, 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
Personal Banker
Peoples Security Bank 4.3
Finance associate job in Honesdale, PA
General Responsibilities:
Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank.
Essential Duties:
Performs various duties relating to the Branch as follows:
Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives.
Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, etc.) efficiently, accurately, and compliantly.
Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties.
Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance.
Has high level understanding of Bank's products and services, including its technology.
Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner.
Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services.
Ancillary Duties:
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.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements
Basic Qualifications:
Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed.
Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software.
Experience: A minimum of (1-2) years' experience in a related position normally required.
$35k-41k yearly est. 6d ago
Finance Specialist
Devereux Advanced Behavioral Health 3.8
Finance associate job in Pocono Springs, PA
Are you a finance professional looking for a job that serves a great mission? Do you enjoyworking with a team of supportive, mission-driven professionals: If you answered YES, then consider joining our Devereux Advanced Behavioral Health team! **As a Financial Specialist you will be responsible for:**
+ Employee payroll processesing and check disbursement
+ Log all checks and cash
+ Reconcile monthly individual fund cash logs
+ Key invoice batches
**Being a Financial Specialist at Devereux has its Advantages**
You will work with other dedicated professionals who share your passion for helping individuals in need. We offer:
+ An opportunity to work alongside with and learn from other talented finance and accounting professionals at one of the largest advanced behavioral health non-profits in the industry
+ A great atmosphere with a mission-driven culture that supports others that have extra-ordinary needs
+ Excellent benefits including low-cost, high coverage health insurance, generous time-off benefits, retirement, tuition reimbursement AND MORE!
**Payrates: $19.11/hr - $21.79/hr**
You deserve to work somewhere that gives back to you! Devereux is proud to offer **ASCEND - the** **first career accelerator program** exclusively designed to give behavioral healthcare workers - the career guidance, one-on-one coaching, skills and financial assistance you need to reach your full potential. This program includes 100% of tuition covered (up to fifteen thousand dollars annually for undergraduate and twenty five thousand annually for graduate) and student loan repayment, among other benefits!
**Learn more about the Pocono Center!**
**Learn More about Devereux's Brand New ASCEND Program, Benefitting Our Hard-Working Healthcare Heroes!**
Devereux Advanced Behavioral Health Pocono Center provides programs and services for adults with developmental disabilities. Located in Newfoundland, PA, this position is responsible for assisting individuals with activities of daily living and sharing in the development, implementation and evaluation process for overall residential operation.
Click here to see why we are a great place to work!***********************************
Keywords: (finance, accounting, fiscal management, payroll, reconciliation, accounts payable, purchasing
**Qualifications**
REQUIREMENTS:
EDUCATION:
- High school diploma required. Bachelor Degree in Accounting or related field preferred.
EXPERIENCE:
- Minimum one year experience in accounting or related field.
- Good documenation and organizational skills.
- Computer literate with advanced knowledge of Microsoft Excel.
- Ability to adapt and work in fast-paced environment with multiple priorities
- Must have excellent oral and written communication skills and organizational skills.
PHYSICAL REQUIREMENTS:
Occasionally requres lifting weights up to 20lbs. Requires visionand physical ability to regularly operate Devereux vehicles. Requires physical ability to successfully perform CPR< First Aid podedures, and Crisis Prevention/intervention techniques. Signican and frequent use of physical requirements associated wwith verbal and written communication.
**Company Overview**
**Company Overview**
Devereux is one of the nation's largest nonprofit organizations, providing services, insight and leadership in the evolving field of behavioral healthcare. Founded in 1912, Devereux operates a comprehensive national network of clinical, therapeutic, educational and employment programs that positively impact the lives of 10,000+ children, adults - and their families - every year.
**Our Mission:** Devereux changes lives - by unlocking and nurturing human potential for people living with emotional, behavioral or cognitive differences.
With nearly 6,500 employees working in programs across the country, Devereux is a trusted partner for families, schools and communities, serving individuals in the areas of autism, intellectual and developmental disabilities, specialty mental health, education and foster care.
**Our Culture, Our Expectations**
At Devereux, Servant Leadership is embedded throughout our culture and every aspect of our organizational framework. Our mission-driven, people-first mindset is at the heart of the compassionate and high-quality programming we provide - every day - for the individuals and families we serve, and other key stakeholders. Devereux offers challenging and exciting work, and our team environment creates an empowering, positive and rewarding atmosphere. To be successful at Devereux, you will: put the needs of others first, feel called to serve and called to lead. As a member of our team, you will be a significant part of our commitment to providing a welcoming and supportive work environment across all programs and services, and within all policies and employee practices.
We believe a workplace rooted in inclusivity - offering a sense of belonging to all those who walk through our doors - is fundamental to delivering the highest quality healthcare services. Through open dialogue and the creation of brave spaces, we will engage in work that gives each of us a chance to change the world - one person, one family, one community at a time.
**What Devereux Offers You**
In addition to a competitive salary, Devereux provides a comprehensive health and welfare program to eligible full-time employees, family members and domestic partners. Eligible employees are eligible to start benefits after **30 days** of employment. In addition, we offer;
+ Medical (including telemedicine via phone, web, app), dental, prescription drug, preventative care, and mental health services.
+ Student loan debt assistance, tuition reimbursement and continuing education assistance.
+ Generous time-off (start accruing 1st day), 403(b) retirement plan with matching benefit, and voluntary/employee paid supplemental life and accident coverage.
+ Employee assistance / work-life balance program.
**Visit**************************** see why Devereux is a great place to work!**
_Devereux is a drug-free workplace, drug screening required. EOE_
**Posted Date** _2 weeks ago_ _(1/7/2026 2:24 PM)_
**_Requisition ID_** _2026-48488_
**_Category_** _Finance_
**_Position Type_** _Full-Time_
**_Remote_** _No_
The employment policies of Devereux Advanced Behavioral Health are to recruit and hire qualified employees without discrimination because of race, religion, creed, color, age, sex, marital status, national origin, citizenship status, ancestry, disability, veteran status, communication ability, gender identity or expression or sexual orientation and to treat them equally with respect to compensation and opportunities for advancement - including upgrading, promotion and transfer - consistent with individual skills and the needs of Devereux.
$19.1-21.8 hourly 19d ago
Dealership Finance Manager - Key Ford of Hazelton
Key Auto Group
Finance associate job in Hazle, PA
Key Auto Group believes that our people are the most important part of our team, and we focus on our team members first. Our success in each area of our business is only attainable by having a culture-oriented, well-trained team of professionals who are focused on exceeding customer expectations. Responsibilities
Provide recommendations and assistance to customers in order to arrange the financing of their purchases
Present customers with additional product offerings to enhance their vehicle and ownership experience
Ensure sales are structured to produce the highest profitability
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensure every deal is fully aligned with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audit team deals Post-Sale and deeply analyze for improvements
Guarantee the expeditious funding of all contracts
Other duties as assigned
Qualifications
Eagerness to improve
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures
Proficient at structuring deals for maximum profitability
Well-versed in title laws and registration process
Professional personal appearance and extraordinary verbal/written communication skills
Expertise in negotiation and presentation skills
Valid driver's license
Benefits
Medical, Dental & Vision Insurance
401K Plan + Match
Paid time off and vacation
Short/Long Term Disability/Flex/Life
Growth opportunities
$81k-120k yearly est. Auto-Apply 16d ago
Relationship Banker - Scranton Branch - Scranton, PA
JPMC
Finance associate job in Scranton, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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: **************************************************************************
$31k-45k yearly est. Auto-Apply 60d+ 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 Scranton, PA?
The average finance associate in Scranton, PA earns between $32,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.