Finance service representative jobs in Lower Allen, PA - 474 jobs
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Human Services Licensing Representative
Commonwealth of Pennsylvania 3.9
Finance service representative job in Harrisburg, PA
Begin an exciting, new opportunity with the Department of Human Services! We are seeking a motivated and detail-oriented individual to join our team as a Human Services Licensing Representative. In this role, you will work with our staff in the Bureau of Human Services Licensing to conduct inspections and investigations of personal care homes and assisted living residences. If you are ready to start a rewarding career and utilize your experience gathering and analyzing social services information, apply today!
DESCRIPTION OF WORK
In this position, you will be responsible for conducting inspections for the purpose of enforcing state laws governing the licensing of personal care homes and assisted living residences within the Northeast Region. The region includes Berks, Bradford, Cameron, Carbon, Clinton, Centre, Columbia, Lackawanna, Lehigh, Luzerne, Lycoming, Monroe, Montour, Northampton, Northumberland, Pike, Potter, Schuylkill, Snyder, Sullivan, Susquehanna, Tioga, Union, Wayne, and Wyoming counties.
Your work will involve interviewing home and residence residents and staff, medical professionals, and law enforcement officials to gather information and reviewing documents generated by the homes and residences, human services and law enforcement agencies, and medical facilities. You will plan and direct licensing inspections in collaboration with supervisory staff and other licensing representatives. Some of your duties will also include preparing licensing packets and maintaining a working knowledge of state laws and regulations, policies and procedures, and management directives related to licensing. Additionally, you will recommend license and enforcement action based on inspection findings and professional judgment.
Interested in learning more? Additional details regarding this position can be found in the position description.
Work Schedule and Additional Information:
Full-time employment
Work hours are 9:00 AM to 5:00 PM, Monday - Friday, with a 30-minute lunch.
Travel is required.
This position is home headquartered. In order to be home headquartered, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania.
Salary: In some cases, the starting salary may be non-negotiable.
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
Two years of professional experience gathering and analyzing information in a social service or law enforcement program, and a bachelor's degree; or
An equivalent combination of experience and training.
Other Requirements:
You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency.
You must reside in or be willing to relocate to the Northeast Region (which includes Berks, Bradford, Cameron, Carbon, Clinton, Centre, Columbia, Lackawanna, Lehigh, Luzerne, Lycoming, Monroe, Montour, Northampton, Northumberland, Pike, Potter, Schuylkill, Snyder, Sullivan, Susquehanna, Tioga, Union, Wayne, and Wyoming counties) by the time of hire.
You must be able to perform essential job functions.
How to Apply:
Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
Your application must be submitted by the posting closing date
.
Late applications and other required materials will not be accepted.
Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans.
Telecommunications Relay Service (TRS):
711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
EXAMINATION INFORMATION
Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).
Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
Your score is valid for this specific posting only.
You must provide complete and accurate information or:
your score may be lower than deserved.
you may be disqualified.
You may only apply/test once for this posting.
Your results will be provided via email.
$32k-38k yearly est. 2d ago
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Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Lancaster, PA
Primary Office Location:2121 Lincoln Highway East. Lancaster, Pennsylvania. 17602.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
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.
$27k-32k yearly est. 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Harrisburg, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$69k-126k yearly est. Easy Apply 60d+ ago
Floating Community Banking Associate (Teller)
ACNB Bank 3.6
Finance service representative job in Spring Grove, PA
Job Description
Join Our Team as a Floating Community Banking Associate at ACNB Bank!
Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environment? Is finding a career with a long-standing, financially-sound business important? If so, ACNB Bank is looking for you to join our team as a full-time Floating Community Banking Associate (Teller) in our York and Lancaster regions!
What We're Looking For (Requirements):
Experience:
Previous customer service and cash handling experience in a retail store (Key Holder / Assistant Manager) or banking environment.
Education:
High school diploma or equivalent is required.
Skills: Moderate computer skills, including a working knowledge of Microsoft Office programs. Moderate reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative skills. Strong attention to detail and organizational skills.
Physical Requirements: Ability to regularly lift and/or move approximately 20 pounds and occasionally lift and/or move approximately 50 pounds of coin.
Must have reliable transportation.
Key Responsibilities:
Customer Service: Greet and assist customers in a friendly and courteous manner using the Bank Service Excellence Standards.
Transaction Handling: Accept deposits, cash checks, accept loan payments, sell official checks, and maintain an approved level of cash.
Relationship Building: Ask questions and identify needs to enhance customer relationships; actively refer customers to appropriate Community Banking team members.
Daily Operations: Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.
Support & Compliance: Cooperate with and support adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
Why You'll Love Working with Us:
Engage with the Community: Interact with customers and perform a variety of banking transactions to service the communities we serve.
Build Relationships: Use your interpersonal skills to enhance customer relationships and provide exceptional service.
Grow with Us: Opportunities to mentor new associates and generate referrals to internal business partners.
Career Advancement: At ACNB Bank, we believe in promoting from within. As you demonstrate your skills and dedication, you'll have opportunities to advance to higher positions within the bank, such as Community Banking Associate II, Branch Manager, or even roles in Wealth Management, Treasury Management, Insurance Services, Mortgage Lending, and more!
Benefits:
Benefits package including Health, Dental and Vision Insurance;
Free/low cost supplemental health insurance programs for orthopedic/imaging services and high cost prescriptions;
401K with up to 4% employer match;
Generous PTO package plus eleven (11) Bank paid holidays;
Career growth and ongoing training and development opportunities;
Team environment where relationships matter, and
Employee recognition & service awards.
Join us at ACNB Bank and be a part of a team that values community, relationships, and exceptional service. Apply today and start your journey with us!
Our Careers page will help you find the job you've been looking for: ***************************************
Locations: 17402, 17404, 17601, 17019, 17331
ACNB Bank is an Equal Opportunity Employer.
$45k-80k yearly est. 16d ago
Part-Time Patient Financial Services Rep
1776 S. Queen St.
Finance service representative job in York, PA
At OSS Health, our mission is to continually strive to be the healthcare leader in quality, innovation and value. We make every effort to understand and exceed the expectations and needs of our patients. We are committed to providing an environment that is safe, respectful, and dignified at all times.
Joining OSS Health means joining a culture of excellence and teamwork, with a strong focus on employee development and community support. OSS Health offers a great work environment, professional development opportunities, meaningful careers, and competitive compensation.
Are you ready to provide a 5-star “OSSOME” experience? Apply today!
JOB SUMMARY:
The basic function of the Patient FinancialServicesRepresentative is to work closely with the AR Department and Business Office to ensure timely claim submission and account follow-up, and to work closely with our patients to ensure 5-star customer service.
SCHEDULE:
Monday-Friday 10:00am - 2:00pm (20 hours/week, not eligible for benefits)
Hybrid - up to 1 day per week onsite
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Reviews and refers delinquent accounts for Collections.
Processes checks received at OSS locations for daily deposit.
Discusses payment arrangements with patients for outstanding patient balances.
Runs reports of Daily Hospital Facility charges to ensure all charges are captured. Closes daily charges.
Provides as-needed support for other patient accounting functions and special projects.
Prepares patient statements.
Processes account Insurance and personal refunds.
Answers the billing hotline in a timely manner and assist patients who have billing questions and complaints.
Acts as a resource for internal customers concerning billing support. Serves as a resource for newly hired staff and new members of the department.
Processes requests for billing records from patients, third parties and law offices, following HIPAA guidelines.
Resolves account To Dos in the billing system.
Reviews and resolves Billing Group emails.
Monitors incoming faxes in system and on manual fax machine.
Demonstrates good judgment in safeguarding OSS information to include confidentiality of all medical and patient information.
Follows all policies and procedures of OSS.
Other duties as assigned.
EDUCATION:
High school diploma or equivalent is required.
An Associate's degree from a Medical Billing program is preferred.
EXPERIENCE AND QUALIFICATIONS:
Two years of experience in insurance and billing procedures is preferred.
Professional certification through HFMA or AAHAM required.
Must possess excellent organizational and time management skills.
Must be able to prioritize duties and communicate directly with patients, physicians, co-workers and vendors. Must have professional telephone etiquette and have professional and effective communication skills.
Excellent computer skills required. Must be able to work with internet options for claims processing and status checks. Experience with Medent or CPSI software preferred.
Must possess excellent working knowledge of medical insurance and billing procedures with understanding of HMO, PPO and indemnity plans. Must have working knowledge of entire billing process.
Must be a team player and willing to work with all staff to get the job accomplished. Must maintain a cooperative working relationship with all co-workers and patients and handle difficult situations tactfully.
In-depth understanding of contracts and proper payment methodology.
Must have the ability to review and understand written material pertaining to Orthopedics and health care, including terminology and reimbursement issues.
$29k-54k yearly est. 23d ago
Financial Services Representative State Farm Agent Team Member
Michelle Kreeger-State Farm Agent
Finance service representative job in Harrisburg, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Profit sharing
ROLE DESCRIPTION: As a FinancialServicesRepresentative with our office, you help our customers plan for a successful retirement using our planning software and financial products. 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:
Bachelor's degree in finance, economics, accounting, or a related field.
Licenses required: SIE, Series 6, Series 63
Proven experience working as a financialservicesrepresentative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
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:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
$29k-53k yearly est. 16d ago
Private Banker
Northwest Bancorp, Inc. 4.8
Finance service representative job in Mount Joy, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
* Initiate contacts for developing and closing new business
* Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
* Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
* Communicate on the development of new business accounts
* Meet and/or exceed annual production guidelines
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Cross-sell Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Monitor client accounts on an ongoing basis
* Schedule client meetings on a periodic basis
* Review financial / investment markets daily
* Develop a high community profile
* Minimize nonstandard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$38k-67k yearly est. Auto-Apply 9d ago
PT Community Banker - Cleona
Jonestown Bank & Trust Co 3.7
Finance service representative job in Cleona, PA
Perform client service requests while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures. This position serves as the primary “touch point” between JBT and our clients. The Community Bankers are back up to the Branch Experience Managers and may be called on to perform Community Associate work as needed.
DUTIES AND RESPONSIBILITIES
Lead by example in the delivery of the SMILE Standards and Non-Negotiables.
Consistently deliver high quality JBT service in person, over the telephone, via video conference/chat and during community events.
Have expert level product knowledge related to all branch accounts and services and use this knowledge to broaden and deepen relationships though proactive conversations. Be able to refer clients for non-branch related services (Other Line of Business Referrals).
Proactively contact clients with new rates, specials, etc. and to cross sell other products and services.
Proactively contact prospective clients with information on new products and services.
Ability to answer high level questions about JBT's digital banking services. Ability to troubleshoot client issues with JBT's digital banking services.
Handle disputes, stop payments, account holds, indemnity bonds, etc.
Open and service all types of accounts that the Bank offers. Consistently use the HPG process.
Have a high-level knowledge of business account types, needed documentation per the Bank's CIP Policy, and business account documentation including Resolutions.
Assist in the training of other branch personnel on products, services and account opening procedures.
Accept/complete consumer loan applications.
Complete all work, including but not limited to new account documentation, maintenance and loan applications, accurately. Correct any errors in a timely manner.
Maintain proper follow-up with clients.
Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy.
Complete BAI courses as assigned.
Respect the confidentiality of information obtained through or as a consequence of employment.
Actively utilize CRM System to enhance client experience.
Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
Operate and answer the telephone in a professional manner.
Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, and Cash totals.
Ensure punctual and regular attendance.
Assist BEM to complete weekly CTR reports, scheduling, coaching, provide over-rides.
Handle Fed ordering and shipping.
Order supplies, daily branch balancing, monthly security audit functions and other operational functions as assigned.
Knowledge of branch emergency procedures.
Promote and preserve JBT's values and culture.
Follow Bank policy and procedure to prevent fraud and financial crimes.
Other duties as assigned.
Requirements
SKILLS REQUIRED
Ability to operate Bank's systems.
Excellent communication and interpersonal skills.
Strong PC and digital banking knowledge and problem solving
Proficient mathematics skills.
Ability to operate the following office equipment: computer, adding machine, typewriter, telephone, copy machine, fax machine, scanner, TCR.
Ability to lift approximately 50 pounds.
$48k-88k yearly est. 60d+ ago
Private Client Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
JPMC
Finance service representative job in Harrisburg, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, 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: **************************************************************************
$36k-81k yearly est. Auto-Apply 60d+ ago
Banking Lockbox Representative - Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Finance service representative job in Harrisburg, PA
A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Lockbox Representative is responsible for performing a variety of duties to support the Company's Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.
This position is 100% on-site in Harrisburg, PA
Essential Duties and Responsibilities
Implements and maintains the products and services related to Lockbox.
Retrieves and prepares all customer mail/payments from designated Post Office(s).
Processes all payments into the Company's Lockbox System in accordance with established procedures and customer directions.
Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
Releases processed payments to customers as required by customized schedules.
Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
Ensures the Lockbox products and services are implemented and working efficiently and effectively.
Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
Resolves and/or addresses questions or problems presented by the Company's Lockbox customers.
Works closely with Lockbox customers to help define unique processing procedures to meet our client's needs.
Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Trains backup for support while out of office.
Prepares reports to help look at a customer's usage of the Lockbox product.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
Regular and predictable attendance is required
Education & Qualifications
A high school diploma or equivalent.
A minimum of one (1) year experience in related positions normally required.
Experience with cash management services, and/or remote deposit capture is a plus.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financialservices technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Automated envelope opener equipment
High speed document scanner equipment
Fax machine
Copy machine
Lockbox System
Core Processing System
Commercial Online System
Remote Deposit Capture System
Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Finance service representative job in Harrisburg, PA
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Purpose Financial Advisory Services Specialist with an investment/trust/estate planning focus is responsible for providing exemplary member service and helping members obtain life insurance policies, annuities, investment accounts, and identify their estate planning needs as appropriate based on the members' financial goals and objectives, through branch, telephone and/or digital delivery channels. Specialists also work to engage member-facing employees on general financial advisory topics to support the referral process.
Performance Expectations and Essential Responsibilities*
• Develop or increase proficiency in meeting members' needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral.
• Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance with complex scenarios and ensure member needs are being met holistically.
• Effectively works referrals to ensure members are connected with a qualified FAS employee.
• Frequently communicates with management about activities and results within assigned area.
• Develops a strong understanding of each platform's products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements.
• Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future.
• Utilize SECU technology, marketing campaigns, lead platforms, referrals and/or member branch visits to achieve daily activity levels that align with insurance productivity benchmarks as communicated by management.
• Comply with all Credit Union policies and regulatory requirements.
• Ensure all member information remains confidential and members' accounts are accessed for business purposes only.
• Follow all security and control procedures.
• Greet and assist members in a courteous, professional, and timely manner through all service channels - in-person, phone, and digital communication.
• Actively work with mentor and management team to strengthen proficiency in member service delivery.
• Ensure that proper identification of members is taking place and all actions are compliant with SECU's Member Information Security Procedure (MISP).
• Willing to assist in other areas of the operation as needed.
• Professionally interact with other departments to facilitate member requests.
• Must maintain acceptable performance level based on Key Performance Indicators (KPI's) and achieve and maintain standards as directed by management.
• Regular attendance and punctuality are mandatory.
• Soft skills and call quality must be maintained at an acceptable level.
• Specialists in the FAS Contact Center must develop a strong understanding of CXOne platform and be available in member-facing phone skill sets as determined by management.
• Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to provide quality referrals.
• Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
• Complete all required quarterly training courses, continuing education & other training assigned by management.
• Have completed, or complete promptly upon hiring, all of the following courses of the SECU Module Program with passing score on the corresponding examinations:
o Member Eligibility
o Money Market Share Accounts (MMSA)
o NCUA Coverage
o SECU Online Services
o SECU Policies Overview
o Share Accounts
o Tax-Advantaged Accounts
o We Are SECU!
o Account Research in OnBase
o Account Titling & Designations
o Estate Basics
o Financial Advisory Services (FAS) Overview
o Life Stage
o MARGO Platform
o MARGO Teller
o Member Identification
o Relationship Manager
o SECU's Member Facing Websites
o Share Term Certificates
o U.S. Savings Bonds
Minimum Requirements
• Must have four-year degree in financial planning, finance, wealth management, math or a related field. Existing licenses, designations, experience, or coursework in investments, trust and estate planning, wealth management or a related area (in addition to a high school diploma or GED) may be considered in lieu of the degree requirement.
• If unlicensed or partially licensed at the time of hire, must obtain the following within 6 months of registration with FINRA:
o Life insurance license
o Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66)
• If hired primarily to be a trust representative, in lieu of investment licenses, must have:
o Life insurance license
o ATFA (Accredited Trust Fiduciary Advisor) certification or be eligible to quickly obtain.
• Some experience as a licensed Insurance, Investment, or Trust Representative is preferred.
• Some experience in the credit union or financialservices industry is preferred.
• Must maintain all required licenses after obtaining them and satisfy all continuing education requirements.
• Ability to work independently and as part of a team.
• Must develop and demonstrate excellent critical thinking skills, problem-solving skills, and good judgment.
• Must demonstrate excellent written and verbal communication skills.
• Must be self-motivated.
• Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union.
• Must be able to quickly adapt to changes in daily work based on immediate needs.
• Must have strong multi-tasking and organizational skills.
• Be discreet in performance of duties and hold information about member accounts in strict confidence.
• Work additional hours when necessary to execute responsibilities.
• Must complete training, modules and education as directed by management.
• Must be able to speak English fluently.
• Must be able to cooperate and collaborate with co-workers.
• Must be cordial in all interactions with members and co-workers.
• Must be willing to engage in ongoing training and professional development.
• Must adhere to the work schedule and attendance policy established by manager.
• Travel for training may be required. Must possess vehicle and valid driver's license.
Job Environment
Office setting with physical proximity to other employees.
Some background noise from other employees, copy machine, and telephone.
Some aspects of job will be performed at off-site premises.
Physical Demands
Must be able to comprehend and carry out verbal and written instructions.
Sits 50%, walk 25%, and stands 25% of the time.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Must be able to communicate clearly in answering members questions.
Must listen well to ascertain the services needed by each member.
Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation.
Must be able to lift 5 pounds.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$28k-35k yearly est. Auto-Apply 60d+ ago
Business Banker 3 - Lancaster, PA
First National Trust Company
Finance service representative job in Lancaster, PA
Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.Join our team. Make a difference - for us and for your future.
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Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$41k-73k yearly est. Auto-Apply 60d+ ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance service representative job in Harrisburg, PA
Primary Office Location: 4250 Derry Street. Harrisburg, Pennsylvania. 17111. 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 11d ago
Relationship Banker - Central PA Market
Jpmorganchase 4.8
Finance service representative job in Harrisburg, 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, FinancialServices, 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: ****************************************************************
$27k-38k yearly est. Auto-Apply 19h ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in York, PA
Primary Office Location:2160 S Queen Street. York, Pennsylvania. 17402.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.
$27k-32k yearly est. 2d ago
Floating Community Banking Associate (Teller)
Acnb Corporation 3.6
Finance service representative job in Gettysburg, PA
Join Our Team as a Floating Community Banking Associate in Adams & Franklin counties at ACNB Bank!
Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environment? Is finding a professional, long-term career with growth opportunities of interest to you? If so, ACNB Bank is looking for you to join our team as a Full-time Floating Community Banking Associate (Teller) in our Adams & Franklin county region!
What We're Looking For (Requirements):
Experience: Previous customer service and cash handling experience in a retail store (Key Holder / Assistant Manager) or banking environment.
Education: High school diploma or equivalent.
Skills: Moderate reading, writing, grammar, and mathematics skills. Proficient interpersonal relations and communicative skills. Strong attention to detail and organizational skills. Moderate computer skills, including a working knowledge of Microsoft Office programs.
Physical Requirements: Ability to regularly lift and/or move approximately 20 pounds and occasionally lift and/or move approximately 50 pounds of coin.
Reliable Transportation: A quarterly stipend is provided for travel expenses.
Key Responsibilities:
Multiple Locations: Travel to assigned community banking offices across East Berlin, Gettysburg, Chambersburg to provide front-line support and seamless customer service.
Customer Service: Greet and assist customers in a professional, friendly and courteous manner using Bank Service Excellence Standards.
Transaction Handling: Accept deposits, cash checks, accept loan payments, sell official checks, and maintain an approved level of cash.
Relationship Building: Ask questions and identify needs to enhance customer relationships; actively refer customers to appropriate Community Banking team members.
Daily Operations: Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.
Support & Compliance: Be a part of a team environment where relationships matter! Cooperate with and support adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
Why You'll Love Working with Us:
Engage with the Community: Interact with customers and perform a variety of banking transactions to service the communities we serve.
Build Relationships: Use your interpersonal skills to enhance customer relationships and provide exceptional service.
Benefits Package: We offer Health (available 1st of the month after employment), Dental, and Vision insurances, 401(k), PTO, Employee Recognition, and Service Awards, plus 12 Paid Holidays !
Grow with Us: Opportunities to mentor new associates and generate referrals to internal business partners.
Career Advancement: At ACNB Bank, we believe in promoting from within. As you demonstrate your skills and dedication, you'll have opportunities to advance to higher positions within the bank, such as Community Banking Associate II, Branch Manager, or even roles in Wealth Management, Treasury Management, Insurance Services, Mortgage Lending, and more!
Join us at ACNB Bank and be a part of a team that values community, relationships, and exceptional service. Apply today and start your journey with us!
Apply Now! Our Careers page will help you find the job you've been looking for: ***************************************
Locations: 17325, 17201, 17316, 17344, 17320, 17307, 17241
ACNB Bank is an Equal Opportunity Employer.
$44k-79k yearly est. Auto-Apply 14d ago
Private Banker
Northwest Bank 4.8
Finance service representative job in Mount Joy, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
• Initiate contacts for developing and closing new business
• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
• Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
• Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
• Develop a high community profile
• Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
• Communicate on the development of new business accounts
• Meet and/or exceed annual production guidelines
• Complete financial profiles and accurately analyze customer needs and prepare proposals
• Recommend products and services accordingly, taking into account all available alternatives
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
• Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Monitor client accounts on an ongoing basis
• Schedule client meetings on a periodic basis
• Review financial / investment markets daily
• Develop a high community profile
• Minimize nonstandard fee schedules
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Assist with setting personal goals and targets
• Recommend improvements to sales and procedures
• Recommend new marketing initiatives / potential new business opportunities
• Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
• Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
• Consistently and fairly enforce safe work practices
• Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$38k-67k yearly est. Auto-Apply 10d ago
Banking Lockbox Representative - Harrisburg, PA
Mid Penn Bancorp 3.9
Finance service representative job in Harrisburg, PA
A great experience starts with a great team! Mid Penn Bank is actively seeking a Lockbox Representative in Harrisburg, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Lockbox Representative is responsible for performing a variety of duties to support the Company's Lockbox function to include inbound payment processing and outbound check payment generation. This individual will follow policies and procedures, partner with other internal departments, and assist with a variety of operational tasks.
This position is 100% on-site in Harrisburg, PA
Essential Duties and Responsibilities
* Implements and maintains the products and services related to Lockbox.
* Retrieves and prepares all customer mail/payments from designated Post Office(s).
* Processes all payments into the Company's Lockbox System in accordance with established procedures and customer directions.
* Reviews all payments, and where appropriate, performs edits and repair activities to permit the payment to be processed.
* Releases processed payments to customers as required by customized schedules.
* Develops an understanding of the Lockbox system and any other company systems required to support the lockbox function.
* Ensures the Lockbox products and services are implemented and working efficiently and effectively.
* Produces checks for cash management/business customers by use of a check generation program and completes the assigned tasks in a timely and accurate manner.
* Resolves and/or addresses questions or problems presented by the Company's Lockbox customers.
* Works closely with Lockbox customers to help define unique processing procedures to meet our client's needs.
* Assists customers in their daily processes and with any questions or concerns they may have about our Lockbox products or services.
* Implements new and existing customers into the appropriate Lockbox program and works with Cash Management team to recommend any additional service needs.
* Provides customer service to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
* Trains backup for support while out of office.
* Prepares reports to help look at a customer's usage of the Lockbox product.
* Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
* Remains current, researches & understands current and new regulations that may apply to the Lockbox customer base.
* Adheres to all regulations and ensures HIPPA /HITECH compliance, if applicable.
* Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities.
* Performs tasks, which are supportive in nature to the Cash Management Operations team, but which may be altered or re-designed depending upon individual circumstances.
* Regular and predictable attendance is required
Education & Qualifications
* A high school diploma or equivalent.
* A minimum of one (1) year experience in related positions normally required.
* Experience with cash management services, and/or remote deposit capture is a plus.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; Accounting basics knowledge; proficient interpersonal relations and communicative skills; proficient customer service skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; familiar with financialservices technology; strong analytical, troubleshooting and problem resolution skills; an understanding of cash management services such as lock box, commercial online banking, remote deposit capture, and a strong understanding of commercial customer needs; must be familiar with current regulations surrounding the above listed services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less ; visual, auditory and speaking skills; valid driver's license is required.
Equipment/Machines
* Telephone
* PC/Computer keyboard
* Printer
* Calculator
* Automated envelope opener equipment
* High speed document scanner equipment
* Fax machine
* Copy machine
* Lockbox System
* Core Processing System
* Commercial Online System
* Remote Deposit Capture System
* Other core processing modules related to Cash Management Products and Services
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$32k-37k yearly est. 44d ago
Relationship Banker
First National Bank (FNB Corp 3.7
Finance service representative job in York, PA
Primary Office Location: 2160 S Queen Street. York, Pennsylvania. 17402. 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 34d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Harrisburg, PA
Primary Office Location:4250 Derry Street. Harrisburg, Pennsylvania. 17111.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.
$27k-32k yearly est. 2d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Lower Allen, PA?
The average finance service representative in Lower Allen, PA earns between $22,000 and $70,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Lower Allen, PA
$39,000
What are the biggest employers of Finance Service Representatives in Lower Allen, PA?
The biggest employers of Finance Service Representatives in Lower Allen, PA are: