Finance service representative jobs in Windsor, PA - 572 jobs

Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive. What You'll Do: Create amazing experiences for every member who walks through the door Help members find the right accounts, loans, and financial solutions Handle day-to-day transactions with accuracy and confidence Support loan applications and keep members updated along the way Work with a supportive team that celebrates wins and drives results together Stay sharp on products, policies, and new opportunities to serve members better What Makes You Great for This Role: A passion for helping people and delivering standout service Confidence in recommending products that truly meet member needs Strong communication, attention to detail, and problem-solving skills Comfortable learning new systems and juggling multiple tasks Experience in customer service, sales, or cash handling (banking is a plus!) If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad. Build relationships that matter-one member at a time!

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 ***************************

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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

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 Financial Services Representative 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.

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.

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.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Health insurance Profit sharing ROLE DESCRIPTION: As a Financial Services Representative 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 financial services representative. 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

Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.Join our team. Make a difference - for us and for your future. n 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.

Job Description The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner. What You'll Do. As a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter. Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services. Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU. What We're Looking For. Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being. Demonstrated ability to goal attainment through strong familiarity of retail banking products and services. What You'll Get. Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner. SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking. Apply today and be part of our journey! In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes: Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II Member Advisor I/Relationship Banker I Hourly Pay Range: Min. $21.35 - Max. $32.02 Member Advisor II/Relationship Banker II Hourly Pay Range: Min. $24.62 - Max. $39.42 Final offer will be based on years of experience and education Other Compensation Includes: Quarterly incentives based on productivity goals Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more…2025 SECU Benefit Guide To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers If you're interested in a challenging and rewarding career, then SECU is for you! SECU is an Equal Opportunity Employer

The Associate, Advancement Services is responsible for providing analytical reporting and prospect pool analysis, fulfilling data requests and providing oversight of the day-to-day maintenance of data contained in Stevenson University's fundraising database, Ellucian. Further, this position will assist various members of the Advancement staff with the compilation and distribution of various communications, in various forms, to the University's various constituencies, and assist with other Advancement related projects as requested. This position reports to the Coordinator, Advancement Services and works closely with members of the development and alumni relations teams to meet the department's goals and objectives. Essential Functions Develop, modify and update new and existing reports that are essential to the internal workings of the Advancement Office and Alumni Relations, as well as needs and requests from a variety of campus departments and organizations. Analyze and manipulate data determining giving trends and campaign effectiveness. Fulfill data requests for constituent lists for university's publication of Ventures , direct mail campaigns, email solicitations and other data needs as requested. Enter and maintain accurate contact, constituent codes, mail rules, relationship and other biographical/demographical and transactional data into the University's fundraising database, Ellucian. Maintains data integrity. Process and/or update alumni, parent, and donor records. Conduct research to locate missing address and phone information from alumni, parents and other constituents using a variety of on-line sources i.e. Google, LinkedIn, LexisNexis, WealthEngine, iWave, SDAT . Assist the Coordinator, Advancement Services with database troubleshooting. Provide back-up with gift and pledge processing. Assist with active/pro-active research on alumni and prospective donors.

Primary Office Location: 6 Pearl Street. Rising Sun, Maryland. 21911. Join our team. Make a difference - for us and for your future. Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Compensation Grade: NEX10 Pay Range: $21.41 - $35.69 FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits. Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

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 financial services 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.

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 financial services 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.

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.

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 SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner. What You ll Do. As a Relationship Banker, you embrace SECU s brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter. Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services. Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU. What We re Looking For. Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being. Demonstrated ability to goal attainment through strong familiarity of retail banking products and services. Must be able to remain in a stationary position, often standing or sitting for prolonged periods. Must be able to life up to 25 pounds. What You ll Get. Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner. SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking. Apply today and be part of our journey! In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes: Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II Member Advisor I/Relationship Banker I Hourly Pay Range: Min. $21.35 Max. $32.02 Member Advisor II/Relationship Banker II Hourly Pay Range: Min. $24.62 Max. $39.42 Final offer will be based on years of experience and education Other Compensation Includes: Quarterly incentives based on productivity goals Annual corporate-wide incentives We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more 2025 SECU Benefit Guide To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers If you re interested in a challenging and rewarding career, then SECU is for you! SECU is an Equal Opportunity Employer

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 financial services 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.

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.

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 financial services 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.