Finance representative jobs in Robinson, PA

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of business, or your parents werent a member of the right country club. We know about the empty promises youve probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (24 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: Conversion : we deliver the leads we expect you to win and convert them into clients Service : provide excellent customer service to your existing clients Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And dont take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEOs Amazon bestselling book that defines our companys culture and mission Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Compensation details: 175000-200000 Yearly Salary PI1f6a45d8e5fe-31181-39077989 RequiredPreferredJob Industries Other

Job Description We are seeking ambitious, driven individuals to join one of our firm's top-performing teams as a Financial Services Professional. This role offers the opportunity to become a future leader within our organization while working in a supportive, resource-rich environment. As part of our team, you will receive comprehensive training, mentorship, and industry-leading resources to help you reach your professional and financial goals. You'll work directly with clients to design strategies for financial security and growth, including retirement planning, life and disability insurance protection, and investment solutions. For candidates with an MBA, prior business ownership, or direct management experience, a Fast-Track to Partner pathway may be available, accelerating your career progression into management. Compensation: $75,000 - $120,000 Responsibilities: Build strong relationships with clients and prospective clients. Conduct financial assessments and recommend solutions to help clients meet their long-term goals. Provide ongoing service and support for existing policyholders. Offer guidance on life protection, disability coverage, retirement planning, and investment strategies. Educate clients on tax-efficient financial approaches. Continuously pursue additional licenses and designations to expand your expertise and offerings. Operate with the independence of building your own career, backed by the strength and support of an established firm. Qualifications: Strong communication and interpersonal skills. Proven leadership ability and a drive to take ownership of your career. Eagerness to become an expert in financial services. Willingness to obtain FINRA SIE, Series 6/7, and Series 63 within the first year (materials and fees provided). Must secure Life and Health Insurance License. Self-motivated, disciplined, and committed to continuous learning. Desire to build a long-term career with unlimited income potential and clearly defined growth opportunities. About Company New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation. Fast-Track to Leadership: Clear path to management for those with advanced education or prior leadership/ownership experience. Upside Income Potential: Industry-leading compensation packages Professional Growth: Ongoing training, mentoring, and industry certifications. Community & Support: You'll be in business for yourself - but never by yourself.

Primary Office Location:4220 William Penn Highway. Monroeville, Pennsylvania. 15146.Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit: WM - FNIS Reports to: Director of Sales and Service Position Overview: The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual. Primary Responsibilities: Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships. Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities. Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments. Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system. Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts. Complete, process and perform appropriate follow up for all documentation required for new business and account servicing. 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: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 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 BA or BS preferred Must be comfortable working in an online environment Demonstrated sales and client discovery process Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: FINRA Registration Series 7, 63 & 65 or Series 7 & 66 Life & Health Insurance License 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.

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Privately owned, well capitalized and strong balance sheet for our size Experienced senior management team Over $1 Billion of Customer Assets under management In-house CIO Top Tier Clearing, Custody and Technology Highly Competitive Payouts (80% to 90%+ for independents) & Incentives Onboarding Incentives including upfront forgivable transition loans Fees such as E&O, Technology and Tickets below industry norm Position Summary: We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. BD, RIA, and Insurance Platforms We will consider both W2 and 1099 affiliations Custody & Clearing with RBC & Schwab We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability to work independently Portable existing client relationships are a requirement San Blas Securities is an Equal Opportunity Employer This is a Remote (work from home/own office) position.

Become Part of The Power to Dream Again! Financial Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream™ The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational skills. Financial Responsibilities: Prospecting for clients through leads provided!!!!! Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates What we offer: Our Financial Advisors are an Elite team of High Performing producers that earn significant Base Salary plus income based upon their results. In addition, we provide a complete package for what is needed to ensure your success. Competitive compensation Region with unlimited income capacity Significant marketing support The best product portfolio in the industry A proven distribution model In-depth training Job Requirements: Must have 5 years of experience in Selling Pension Products Active Life /Health license for the state preferred and series 6 Bachelor's degree preferred Must reside in the Regions specified Good credit history The time is right -- take a closer look at the support your current carrier offers you to grow your business and compare that to what you could be offered by taking the next step ! contact our Recruiter: Email: Pam at recruiterchic@gmail.com or apply online to www.lifetimerecruiting.com Pamela J. Kortekamp Lifetime Recruiting Strategies "Developing Relationships that last a Lifetime" Please contact me with any questions: Email: lifetimers@fuse.net http://www.lifetimerecruiting.com/ Phone: (w) 513-753-4926

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position will be located in the Pittsburgh, PA area. Estimated Travel May include up to 25% travel #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

JobID: 210679656 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description Financial Planner / Wealth Manager At Vista Wealth Solutions , we're excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you'll have full ownership of your clients and data. • We're all about helping you build, manage, and market your own brand with the support of our amazing team! • Our award-winning practice management technology and training will set you up for success. • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. • Plus, there are opportunities to join established teams that match your skills and background! What Makes You a Great Fit with Us? • You have an entrepreneurial spirit • You strive to be better than your peers • You're passionate about helping and educating others • You're willing to work hard now for long-term success Why Work with Vista Wealth Solutions? · Enjoy highly competitive, performance-based compensation, plus a full benefits package Receive personalized, comprehensive training and ongoing support Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies Collaborate with our in-house Financial Planning Department and Business Valuation experts Discover opportunities for advancement and management roles Experience a work-life balance that many financial careers lack Benefits of working with Vista Wealth Solutions • Extremely competitive performance-based compensation and a complete benefits package • Personalized and comprehensive training and support • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies) • In-house Financial Planning Department and Business Valuation experts • Advancement and management opportunities • A work-life balance most financial careers don't offer You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact: Erica Ng | vistawealthsolutions.com

Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do Perform vault duties and keyholder responsibilities Educate members on Clearview's products & services Solve financial needs with smart, tailored solutions Build strong relationships, in person and by phone Assist with accounts, loans, transactions, and digital tools Represent Clearview at community and charity events What You Bring 6+ months vault and keyholder experience required Excellent communication & relationship-building skills Advanced knowledge of financial products and lending Demonstrated cross-selling skills Quick learner, detail-oriented, open availability Driven by empathy, integrity, and growth Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Working Hours: Scheduled during the following hours of operation: Monday - Thursday: 9am - 5pm Friday: 9am - 6pm Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.

Primary Office Location: 4220 William Penn Highway. Monroeville, Pennsylvania. 15146. Join our team. Make a difference - for us and for your future. Virtual Financial Advisor Business Unit: WM - FNIS Reports to: Director of Sales and Service Position Overview: The Virtual Financial Advisor (VFA) is responsible for transitioning clients with lower total invested assets from advisors' books of business to own rep code. The VFA will work to further develop the relationship by learning a client's individual financial needs and supplying appropriate investment products and services. This position is responsible for all functions of Investment Services for assigned accounts. The VFA should be client centric and enjoy developing mutually beneficial relationships with a wide variety of clients. Most client interaction will be virtual. Primary Responsibilities: Act as main contact in a sales and service capacity for phone assigned clients, ensuring a heightened level of customer service. Maintaining superior and courteous service to promote broker dealer relationship and expand wallet share within customer relationships. Collect and analyze information regarding the client risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the client needs and circumstances. Advise the client regarding the advantages, risks, and disadvantages of different investment opportunities. Execute book of business transactions. Prepare and complete paperwork as needed. Enter trades for clients. Prepare client illustrations, managed portfolios, reports, etc. for sales presentations and appointments. Operate within Broker Dealer Compliance guidelines. Maintain client files. Follow Broker Dealer standards to enter and keep client communication notes current in Broker Dealer operating platform and FNBIS CRM system. Develop and maintain deep product knowledge. Contact various product partners to obtain specific information regarding investments, annuity contracts and advisory accounts. Complete, process and perform appropriate follow up for all documentation required for new business and account servicing. 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: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 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 BA or BS preferred Must be comfortable working in an online environment Demonstrated sales and client discovery process Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: FINRA Registration Series 7, 63 & 65 or Series 7 & 66 Life & Health Insurance License 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.

Job DescriptionBenefits: Life Insurance Bonus based on performance Paid time off ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Grant Buckner - 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: Consult customers with financial planning and investment options. Assist customers 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. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Federated Hermes Summer Internship Program provides students the opportunity to gain "hands on" experience and develop professional skills as well as the ability to network with talented professionals and gain insight into career possibilities within the asset management industry. The program includes a variety of events to enhance your internship experience, provide information about the firm and foster collaboration. Purpose of the Internship: As a Financial Planning & Analysis Intern, you will participate in the analytical reporting process while learning the requirements and deliverables of a data analysis and reporting department. Major Duties: * Daily and periodic reporting (primarily related to assets and sales) * Analysis of asset and sales data * Ad hoc special projects Hours/location: * 8:30 a.m. - 5:00 p.m. * Federated Hermes Tower - Pittsburgh, PA 15222 * Hybrid work arrangement (minimum 3 days in office / remote) Explanatory Comments: * Cooperative attitude and effective interpersonal skills * Ability to work as a member of a team and independently * Self-motivated, punctual and possess a solid work ethic * Solid oral communication and presentation skills * Decision making, problem solving, and analytical skills with attention to detail and accuracy Position Specifications: * Pursuing a degree with a concentration in Finance, Business, or related degree required * Proficiency with Microsoft Office Products including Word, Excel required; MS Teams and Powerbi preferred

Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **We'll help you:** + Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. + Get training and one-on-one coaching from Academy managers who are invested in your success. + Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. + Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. + Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities. + Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. + As a Financial Solutions Advisor Stage I, you can look forward to + Unlimited potential for financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. + Robust marketing support to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. + We're a culture that + Believes in responsible growth and has a proven dedication to supporting the communities we serve. + Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. + Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. + Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. **Required Qualifications** + Sets and accomplishes goals, achieving whatever you put your mind to. + Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. + Communicates clearly and confidently with clients from all walks of life. + Works well with others and collaborates productively to get things done. + Can manage complexity, prioritize tasks and execute in a fast-paced environment. + Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. **Desired Qualifications** + Strong computer skills with an ability to multitask in a demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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.

ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: * With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. * Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. * Provides direct and immediate response to customer requests or needs. * Develops a top customer calling list. * Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. * Listen, assess, and solve customer problems. * Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: * Wealth Management * Electronic Banking * Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: * Opens new accounts on the platform system. * Completes transactions on the teller processing system. * Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: * Provide solutions to our customers' needs. * Answer our customers' technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following: * Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. * Preparing correspondence, filing, phone inquiries and other clerical duties. * Contact overdraft and delinquent customers. * Complete file maintenance on customer accounts. * Requisition office supplies, loan documents, new account supplies, Money Orders, * Treasurer's Checks, Pre-Paid Cards, etc. * Maintain Scanner and ATM. * Balance Vault, Cash Advance Machine, and ATM daily. * Transfers cash to and from the vault. * Performs check cashing overrides when the PBO/Supervisor is not available; * Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: * Attends and participates in annual meetings to develop departmental goals and objectives. * Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: * Excellent verbal and written communication skills. * Exceptional organizational skills and strong attention to detail. * Basic computer skills and digital awareness. * Typing 40 wpm. * Must be results oriented. * Manual dexterity and numerical skills. * Knowledge of all products and services and all office functions. * A positive, enthusiastic attitude. * Ability to multi-task. * Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: * This position does not supervise employees. EDUCATION and EXPERIENCE: * High School diploma or GED. * Associates Degree preferred. * Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: * Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. * Ability to lift up to 25 pounds (i.e., heavy boxes or coin). * Ability to communicate in person, through email or via telephone with customers and staff members. * Ability to sit or stand for an extended period. * Specific vision abilities required by this job may include close vision and the ability to adjust focus. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $175,000 base per yr plus incentives