Herbein jobs in Reading, PA - 4881 jobs

Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We have an opening for an Audit Senior Manager to join our firm's audit group in one of the following PA offices: Pittsburgh, Allison Park, Greensburg, Spring House, Reading or Pottstown. Responsibilities include, but are not limited to: • Manage all aspects of audit engagements (audit planning, fieldwork, and wrap up) • Supervise multiple engagements simultaneously and independently • Adequately review all work papers and the completed reports to ascertain that both meet the firm's standards • Resolve all problems before submission for final partner review • Handle complex and multiple audit engagements • Development and management of audit documents, work papers, and preparation of client documents • Proactively interact with clients to gather information, resolve audit-related problems, make recommendations, build relationships, etc. • Mentor, train and supervise performance of lower level staff in the audit department • Become a “go to person” in the department due to niche skills and abilities • Ability to teach others their niche skills and manage others well • Ability to identify growth areas and contribute towards firm growth Requirements: • Bachelor's Degree in accounting or related finance degree • CPA required • 8+ years of current or recent audit experience in public accounting • Personable, ambitious, and looking for a career path opportunity • Successful at fostering strong relations built on trust and credibility • Ability to manage multiple projects/task on a timely basis while monitoring time spent • Adept at meeting challenging client requirements and deadlines • Excellent verbal, written and interpersonal communication skills • Detail focused and driven to achieve high standards • A Valid Driver's License is required • Must be able to travel by car and potentially airplane to service client base • Strong general business acumen • Proficient with Microsoft word (experience with data analytics software and paperless audit software packages is a plus) Herbein Today…Herbein Tomorrow At Herbein we know that our employees are what set us apart from other firms. That is why we are committed to our employees by providing exceptional rewards, career development opportunities, and valuing our employees through work/life management and recognition:

Local Truck Driver Now seeking experienced and professional Class A CDL drivers for local account. 3-4+ hook-ups per day running intermodal containers. Drop/hook live loads. No touch freight. 1800 MPW. Drivers on this account MUST be willing to work nights Must also have at least 1 full year of solo tractor trailer experience Must be 21 years old with a valid Class A CDL license Must be able to pass ALL pre-employment testing Must have a stable job history with little to no unemployment Must have a very good MVR and background $1600 per week. 0.62 CPM. $40 stop pay for any loaded container under 99 miles. Work week schedule discussed during phone interview with app processor, as they will have all updated and current schedule information. Full benefits in 30 days Local paid orientation in Harrisburg Newer daycab trucks

BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base fro Operations Associate, Associate, Operations, Investment, Portfolio Manager, Accounting, Manufacturing

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Glen Mills, Pennsylvania;Kennett Square, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The consultant plays a key role in supporting project execution from start to completion under the guidance of leadership. Their responsibilities include participating in analysis and problem-solving tasks, assisting in the day-to-day work of the engagement team, and learning to manage client relationships. They are expected to actively participate in professional development activities and seek coaching opportunities to enhance their skills and expertise.Success FactorsResponsibilities Support the execution of consulting engagements of clients across multiple industries under the supervision of a senior consultant or manager; contribute to ensuring work is completed on time and within budget Assist in planning engagement objectives and strategies that comply with professional standards and address risks Gain understanding of the scope of the engagement and provide input based on supervisory feedback Participate in the presentation of engagement results under the guidance of senior staff Assist in client site visits (if needed) and learn to manage inquiries and assignments Respond to client calls and emails in a timely manner with a solution-oriented approach, under the supervision of a manager Support business development and community activities to help identify and research opportunities on new and existing clients Contribute to the growth of the team's internal and external network and relationships Support the development of the service line by assisting the leadership team in advancing thought leadership and client development Align with the company's values and its mission and long-term vision Assist in ensuring client deliverables are met within expectations and learn how to handle any issues that may arise Stay updated on local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise People Management/Relationships Treat everyone with respect Ability to handle difficult conversations with team members regarding performance and development Team player; successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members both written and oral Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; change oriented with flexible approach Qualification 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Skill and/or Ability Strong verbal and written communication skills, to effectively interface with clients, firm management and team members with varied technical aptitudes Creative and innovative approach around concepts and projects Demonstrated customer service orientation, intellectual curiosity, and listening skills Proficient in setting priorities, managing multiple projects, overcoming obstacles, and utilizing organizational skills to accomplish tasks quickly Problem solving skills; ability to shift focus and adapt to changes Education, Experience and Certifications Bachelor's degree in related field of business; Master's degree a plus 2+ years experience in consulting field with understanding of core accounting and finance principles (consideration given to relevant experience in accounting or finance areas) Certification and/or recognition from industry professional organizations preferred Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning Excellent attention to detail with the ability to manage multiple projects within restricted timelines Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as an adding machine, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external team members/vendors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to other office locations as needed, overnight travel may be This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Salary Range: $65,000 - $75,000

Alterra Property Group's Director of Marketing oversees a company's promotion and advertising efforts to drive sales and build brand awareness. Their responsibilities include developing an overall marketing plan, approving campaigns, and measuring the return on investment of various advertising methods. They will plan, direct and oversee marketing department activities and operations for the residential portfolio. RESPONSIBILITIES: · Develop and execute comprehensive marketing campaigns for residential portfolio to achieve property objectives and budget targets. · Collaborate with cross-functional teams, such as operations, leasing, development, asset management, human resources, and maintenance, to align marketing efforts with overall business goals. · Monitor and analyze marketing metrics, such as source performance, website traffic, lead generation, conversion rates, and customer engagement to identify prospect needs, preferences, and market trends. Use data-driven insights to optimize marketing campaigns and drive continuous improvement. · Create and manage the marketing budget effectively, ensuring optimal allocation of resources for maximum ROI. · Partner with Regional and Property Managers to implement strategic marketing plans tailored to each community. Oversee implementation of marketing campaigns across various channels, including digital marketing, traditional advertising, public relations, events, and social media. · Develop and maintain sales training material for property level sales teams and conduct quarterly training sessions with all new employees. · Develop and maintain brand guidelines to ensure brand consistency across all departments, properties, marketing channels and materials. · Lead and manage a team of marketing professionals, including hiring, training, and mentoring staff members. Assign tasks and projects, set performance goals, and provide guidance to ensure the team's effectiveness and productivity. Actively maintain the company and communities' online reputation management efforts. Manage the filming, editing and production of videos and virtual experiences for community marketing and internal company needs. Produce content for community websites, internet listing services, printed collateral, and other marketing needs. Oversee the procurement of promotional marketing supplies, and maintain the company's online stores for print, promo, and branded apparel. Budget, design, and oversee installation of community model apartments. Ensure all resident, prospect, team member and business partner touch points are visually, audibly, and experientially representative of the overall brand strategy. Develop and/or maintain partnerships with third party businesses and vendors. Oversee public relations as it relates to internal and external communications. Assist in the development of APG Living management providing marketing insight and support from initial partnership through property transition and beyond. · Research competitors to stay current with similar products or services on the market QUALIFICATIONS: Bachelor's degree (B.A) or equivalent in related field. Six to ten years related experience. Commitment to excellence and high standards. Excellent written and oral communications. Excellent presentation skills. Strong organizational, problem-solving, and analytical skills Ability to manage priorities and workflow Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. Demonstrated ability to plan and organize projects Proficient in all marketing software specific to real estate Ability to handle multiple projects and meet deadlines

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The B2B Growth Enablement Insights Analyst will play a key role in scaling the expansion of charge volume across the Large Market and Global Commercial Services client base. This role partners closely with sales leaders, individual contributors, and cross-functional stakeholders to ensure teams have the data, insights, and operational support needed to drive increased expansion charge volume. Designed as a force multiplier for a virtual U.S. based expansion sales organization, this role sits at the intersection of data, process, and sales execution, driving measurable business growth by enabling teams to expand B2B charge volume across the client base. + Partner with sales leaders, individual contributors, and key business partners to assist and execute key strategic expansion and growth projects. + Conduct analysis of spending, supplier data, and portfolio/vertical trends to identify growth opportunities. + Maintain accurate Salesforce (OneForce) data, dashboards, and reporting to provide visibility into expansion activity, enablement progress, and impact on charge volume growth + Apply clear prioritization and engagement criteria to ensure support efforts are focused on the highest-impact accounts and initiatives **Minimum Qualifications** + Experience working with data to identify trends, insights, or growth opportunities, including comfort with large or complex datasets + Strong analytical and problem-solving skills with financial acumen; proficiency in Excel and PowerPoint required (Salesforce experience a plus). + Strong organizational and project management skills, with the ability to coordinate across multiple stakeholders and priorities + Effective written and verbal communication skills, with the ability to translate complex information into clear, actionable guidance + Ability to prioritize work based on business impact and operate effectively in a fast-paced, collaborative setting + Intellectual curiosity and ability to work through ambiguity. + Location: United States, Virtual **Preferred Qualifications** + Bachelors Degree + 3 years of experience in sales enablement, sales operations, commercial analytics, project management, or a related role supporting B2B sales teams **Qualifications** Salary Range: $65,500.00 to $102,500.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 26001057

Vice President, Cash Processing/Funds Transfer Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Cash Processing/Funds Transfer Manager to join our Treasury Services Platform Ops team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: The Vice President, Cash Processing/Funds Transfer Manager is a key leadership role within the Transaction Processing function, dedicated to ensuring the efficient and accurate processing of cash transactions and funds transfers. This position supports BNY's strategic pillars by driving operational excellence and fostering a culture of collaboration and integrity. The role is crucial in enhancing client satisfaction and trust, aligning with BNY's principles of accountability and transparency. This management position involves overseeing a team to achieve business objectives through effective resource allocation, risk management, and continuous improvement of processes. Lead and manage the cash processing and funds transfer operations by demonstrating expertise in transaction processing and ensuring compliance with regulatory requirements. Develop and implement strategies to optimize operational efficiency and reduce risk within the transaction processing unit. Collaborate with cross-functional teams to enhance process workflows and improve client satisfaction. Provide leadership and mentorship to team members, fostering a culture of performance excellence and professional development. Monitor and analyze performance metrics to drive continuous improvement and innovation in transaction processing services. Ensure robust risk management practices are in place to safeguard financial transactions and enhance the security of operations. To be successful in this role, we're seeking the following: Bachelor's degree in Finance, Business Administration, or a related field. - Advanced degree or professional certification (e.g., CFA, CPA) is preferred. Typically 4-7 years of experience. Strong leadership and management skills with the ability to foster team collaboration. Expertise in transaction processing and funds transfer operations. Excellent analytical and problem-solving abilities to drive process improvements and innovation. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected

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

Bridgeville, Pennsylvania;Pittsburgh, Pennsylvania; Monroeville, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Role: HVAC Project Manager Salary: $110K-$120K + Benefits We are recruiting an experienced HVAC Project Manager to oversee commercial and industrial mechanical projects across Eastern PA and New Jersey. This is a key role responsible for managing projects from pre-construction through closeout, ensuring they are delivered on time, within budget, and to specification. Key Responsibilities: Manage HVAC projects across commercial and industrial sectors from award to completion Prepare, review, and track submittals, RFIs, and change orders Maintain full responsibility for project financials, including budgeting, forecasting, cost control, and billing Coordinate with internal teams, subcontractors, engineers, vendors, and clients Ensure compliance with project schedules, drawings, specifications, and safety standards Lead project meetings and provide clear communication to all stakeholders Oversee material procurement, labor planning, and site coordination Support closeout documentation, commissioning, and handover Requirements: Proven experience as an HVAC Project Manager on commercial and/or industrial projects Strong understanding of HVAC systems, construction documents, and project workflows Hands-on experience with submittals, RFIs, change orders, and financial management Excellent organizational, communication, and coordination skills Ability to manage multiple projects simultaneously Proficiency with project management and construction software (e.g., Procore, MS Project, or similar) Willingness to travel within Eastern PA and NJ as required Benefits: Health, dental & vision 401(K) - 4% match Lif insurance Vehicle allowance Gas card Easy pass PTO APPLY today for immediate consideration!

VICE PRESIDENT, SOX IT Control & Compliance At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, SOX IT Control & Compliance to join our SOX Control team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Demonstrate sound knowledge of IT general controls and application controls with a thorough understanding of SOX. Ensure IT general controls and application controls over financial reporting are sound and effective to ensure compliance with SOX. Contributes to the execution of the SOX IT plan in the assessment of key IT controls for in-scope information systems for testing, documentation and reporting to Senior Management. Manage multiple deliverables across various time sensitive deadlines while executing the completion of the test of design and test of operating effectiveness over the internal controls with limited oversight. Support the senior colleagues with tracking the status of control deficiencies; reviews remediation by process owners and documents findings for/to SOX management. Supports in the collaboration with business & technology stakeholders to identify ways to improve testing efficiency and issue reporting communications. Actively contributes to the achievement of the IT SOX team goal. To be successful in this role, we're seeking the following: Bachelor's Degree or the equivalent combination of education and experience is required. Minimum of 3-6 years of experience in IT risk/controls, Internal IT Audit, Public Accounting IT audit or a combination of. Financial Services industry experience is highly preferred. Certified Information Systems Auditor (CISA) or an equivalent IT certification is highly preferred but not required. Experience with GRC software (AuditBoard) or data analytic tools (Power BI, Alteryx) is preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. With minimal guidance, performs the assessment of IT components within internal controls over financial reporting to ensure compliance with the Sarbanes-Oxley Act ("SOX"). Assigned business/business partner areas are typically small to medium in size and may be complex. Incumbents demonstrate a breadth of knowledge of IT general controls, compliance and control and a thorough understanding of SOX. Supports senior team members in the execution of the SOX assessment program, in providing thorough and reliable identification of in-scope information systems and IT general controls, planning, testing, documentation, and reporting of the effectiveness of financial reporting for delivery to the senior management and external committees.With minimal guidance, assesses business processes, identifies control deficiencies and recommendations, and prepares work papers and documentation to support the annual assessment.Supports more senior colleagues with tracking the status of deficiencies,, reviews remediation by process owners and reporting findings to SOX leadership and management. Helps to support with guidance on the integration of internal controls into finance processes and systems to other members of the organization.No direct reports. Contributes to the achievement of team goals and objectives.Modified based upon local regulations/requirements.Bachelor's Degree or the equivalent combination of education and experience is required. 5-7 years of experience in information risk preferred. Experience in information systems and IT general controls auditing, IT audit and SOX testing is preferred.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

The Senior Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business and are involved in new hire training and coaching. The Senior Associate provides exceptional client service as a trusted business advisor.Success FactorsResponsibilities Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures. Visit client onsite for required audits and/or other financial inquiries as needed Answer client calls and emails in a timely manner and with a solution-oriented approach Produce quality service and statements for the in-charge to review with minimal corrections Perform engagements and review financial information using available technology tools and research engines Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry Proactively inform engagement team of work status and request information from client as needed Establish and ensure client deliverables are met within expectations Identify and introduce other firm services based on client needs and discovered opportunities Supervise Associates and Interns on engagements and provide guidance as needed Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients Keep up to date with local and national business and economic issues Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts Collaborate with leader to identify opportunities for efficiencies and proactive engagement management People Management/Relationships Take initiative to be a team player (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions Qualification 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Skills Excellent organization skills and strong attention to detail Multitasker with the ability to prioritize and complete work accordingly Excellent verbal and written communication skills with strong client service focus Strong analytical and interpersonal skills Ability to work autonomously under the pressure of tight deadlines and multiple priorities Demonstrated ability to take the lead on client engagements as needed Working knowledge of Microsoft Office suite products and technologically-savvy Self-motivated and willingness to enhance accounting and advisory knowledge Education, Experience and Certifications Bachelor's degree in Accounting Successful progress towards CPA licensure, if not already obtained 2+ years' experience in performing engagement procedures and in preparation of financial statements preferred Prior experience in coaching and training entry-level accounting professionals preferred Essential Functions Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull Vision abilities required include close vision, distance vision and the ability to adjust focus Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients and events as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $75,000 - $85,000

The Senior Portfolio Manager is responsible for managing the firm's investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.Success FactorsResponsibilities Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met thanks to appropriate asset allocation Effectively present investment strategies to clients and maintain holistic approach to planning, providing current vs. future state of assets and investments Implement investment process and analytical framework that alights with the firm's investment strategy and work with Trader in executing trades Set investment strategy to adapt to market fluctuations ensuring optimum portfolio performance results for clients Prepare for investment portfolio reviews as well as monthly and quarterly reports for clients as needed Conduct ongoing research on global economics and financial markets to develop and/or validate potential investment theses/opportunities Proactively stay on top of industry trends and provide client and team members with relevant information to maintain client retention Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards Active involvement in the community and development of key professional relationships to ensure business growth Maintain confidentiality with external client information as well as internal employee and firm information People Management/Relationships Take initiative to be a team player (seek out opportunities to help others) Treat everyone with respect; develop loyalty and trust with the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions Required Skills Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions Analytical and data-driven individual with strong problem-solving skills Demonstrate excellent business and financial management acumen Ability to use sound judgement and discretion regarding confidential information Drive to complete performance targets and track record of meeting/exceeding expectations Ability to listen to client needs and provide financial solutions, with strong networking capabilities Ability to shift focus and adapt to changes Education, Experience and Certifications Bachelor's degree in Finance, Accounting, Economics, Business Management and/or related field 7+ years' experience working in the investment advisory field and in-depth knowledge of portfolio management, trading and market structure Current license or registration: FINRA Series 65; or 7 and 66 (combined and active within last two years); or CFA; or CFP CFA, CFP, or CAIA certifications a plus Experience using CRM tools Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g. Bloomberg, Charles Schwab, Tamarac etc) Essential Functions Must be able to remain in a stationary position as needed The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Ability to communicate in a professional manner and exchange information with internal and external actors as needed Ability to lift/carry up to 20 pounds Ability to work outside of normal business hours and weekends as needed Ability to travel to local and non-local clients as needed, overnight travel may be required This job description is subject to change at any time and employee will be given additional responsibilities as assigned Salary Range: $140,000 - $160,000

Advanced Staff or Senior Accountant Herbein + Company, Inc. is a leading regional certified public accounting firm that is 200+ employees strong and growing. We pride ourselves on our client service, ideas and proactive advice and solutions. As a regional firm, we strive to be a collaborator that satisfies both an economic need and develops long-term relationships with our clients. We are currently recruiting for a full time Advanced Staff or Senior Accountant with 2 - 5 years of experience to join our Reading, PA office to support our local business clients in a consultative role.

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 Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What you'll do: We are seeking a talented and experienced Fraud Analyst to join our Fraud Prevention and Investigations team at Customers Bank. As a Fraud Analyst, you will play a crucial role in driving data-driven insights, analyzing business processes, and providing valuable recommendations to enhance our organization's performance. Responsibilities: * Knowledge of various fraud threats across multiple payment/access channels and prior use of applicable software to mitigate said threats. * Proven verbal and written communication skills. * Basic understanding of certain regulatory requirements associated with fraud mitigation activities, such as Bank Secrecy Act, Uniform Commercial Code, Regulation CC, Regulation E, Gram-Leach-Bliley. * Understand the importance of regulatory compliance and adherence to internal policy and procedure. * Multi-tasking and the ability to prioritize in a face-paced environment. * Participates in special projects and performs other duties as directed by management. * Experience with cryptocurrency (digital assets) fraud investigations preferred. * Experience with SBA/PPP loan reviews preferred. * Identify through fraud mitigation activities opportunities to enhance internal policies, procedures, and controls within the enterprise. * Ability to analyze data and develop effective reporting for various levels of management. * Ability to trend data to identify potential fraudulent transactions and gaps in procedures. * Develop and maintain relationships with various internal departments to collaborate on issues that impact areas outside of Loss Prevention. * Ability to draft complete policy and procedure documents, including visual aids when necessary to support the written word. What do you need? * Degree in Criminal Justice, Finance or related field; or 1-2 years of experience in field of fraud detection/prevention, preferably in financial services industry. * Possess/Project self-confidence and fast learner. * Excellent verbal/written communication and inter-personal skills. Technology Skills: * Proficiency in office skills: computer, typing, MS Office (Word, Excel, Outlook) * Knowledge of core and ancillary banking systems. * Able to navigate and use multiple systems. * Must be legally eligible to work in the US without sponsorship Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

JobID: 210668771 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$195,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 6+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities