Investor Relations Associate
Investment Banker Job 19 miles from Bethel Park
Are you a master networker? Are you an experienced financial professional seeking an opportunity to make a profound impact? Join SIMMONS, a forward thinking private equity alternative investment firm with $418+ million in AUM. We are committed to delivering unwavering confidence to our clients, ensuring their financial security today, tomorrow, and beyond any challenges life presents by providing unique real estate investment opportunities.
This person MUST have a deep rolodex of high net worth investors, family offices and preferably institutional capital connections as well as be an EXPERT networker. You must possess and understanding of investment real estate, returns and convey this to potential investors. You must have a minimum of 5 years experience in this field and be able to demonstrate such with success.
About Us:
At SIMMONS, we are dedicated to providing our clients with alternative investment opportunities that were previously unavailable to the everyday investor. Upholding our core values of integrity, courage, personal responsibility, transformation, we place our clients' needs at the forefront of our actions.
Key Responsibilities:
Strategic Fundraising: Collaborate with HNW investors, family offices, insititutional capital and investors and clients to raise capital needed to acquire opportunities that we identify
Holistic Approach: Provide expert guidance on investment strategies and risk management to help ensure clients' financial well-being and goals are met
Client-Centric Solutions: Offer tailored solutions that address clients' unique financial circumstances, fostering long-term relationships built on trust.
Networking and Outreach: Proactively expand your investor base and client base through strategic networking , referrals and outbound marketing and outreach
Team Collaboration: Collaborate with colleagues to share insights and contribute to team growth.
Qualifications:
Must be a self starter, organized and willing to take the lead and find solutions to problems.
Extensive experience in investor relations, fundraising, financial planning and investment advising
Strong interpersonal skills and a passion for building meaningful client relationships.
Exceptional knowledge of financial markets, products, and industry trends.
Leadership abilities and a commitment to fostering a collaborative and supportive team environment.
Benefits:
Base salary plus lucrative commission-based opportunity.
Bonus structure
Access to industry-leading training and resources.
Opportunities for career advancement and growth within a dynamic national network.
Are you ready to bring your expertise to a dynamic team committed to transforming lives through real estate & other private equity investments? Apply today to be considered for this amazing opportunity.
Full-time Financial Representative
Investment Banker Job 26 miles from Bethel Park
Financial Representative
As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career.
With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years
) Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors (1).
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes(2). We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers (3)
#1 Amongst Life Insurers Most Admired Companies(4) for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual (5)
Other ways to apply:
Center Valley Career Opportunities
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
(1) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work with Northwestern Mutual, approval for contract will be declined.
(2) We are committed to equal opportunity in recruiting Financial Representatives and College Financial Representatives, and all qualified applicants for contracts will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran.
(3) Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
(4) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
(5) Combined client assets of NMIS and NMWMC as of June 30, 2023
Financial Planning Associate
Investment Banker Job 18 miles from Bethel Park
Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Financial Planning Associate
Job Summary:
The primary responsibility of the Financial Planning Associate is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance.
Nature and Scope:
This position works under the direction of the Associate Director of Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services.
Duties and Responsibilities:
Client / Advisor Support
Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards
Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM
Assist in preparing client-facing materials for meetings and follow up
Provide support in the development of client proposals, including investment recommendations and plan summaries
Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals
Financial Planning Responsibilities
Attend all Fact Finding, Delivery and Implementation Meetings with clients
Enter all facts, create plan analysis and reporting for all plans
Identify gaps and concerns and present these to the advisor prior to plan delivery
Create engagement proposals as needed for prospects and clients
Assist clients with the initiation and maintenance of CLIC Client
Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor
Track plan and subsequent sales opportunities within Redtail
Collaborate on the development and modification of all marketing material for internal and external advisors
Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting
External Advisor Planning Responsibilities
Assist with or fully develop plans within CLIC Advisor
Assist external Advisors with CLIC Client
Answer questions from external Advisors
Guide external Advisors to DAR Financial Planning Resources
Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor
Team Support
Establish and maintain regular meeting cadence with Advisor(s)
Attend and participate in team meetings
Attend or view recordings of weekly Rep Calls
Collaborate with customer service associates and management to identify inefficiencies and continuously improve best practices within the department
Assist the Associate Director of Financial Planning and Direct of Operations with projects and special duties as needed
Support the company culture of Smart, Humble, Hungry
Maintain positive and professional relationships with all departments to resolve issues and complete projects
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role
FINRA Securities Registration (Series 7, 63, 65, 66) required
Experience with financial planning software required; eMoney preferred
Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint and Outlook required
Experience with Customer Relationship Management (CRM) software, i.e., Redtail, and/or Agency Management System software preferred
Life, Accident & Health License preferred
Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required
Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required
Hours: Monday - Friday, 8:00am-5:00pm
Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Proprietary Equity Trader Position
Investment Banker Job 20 miles from Bethel Park
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Investment Consultant
Investment Banker Job 9 miles from Bethel Park
Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding.
Key Responsibilities:
* Develop a structured angel investment framework tailored to the organization's objectives and resources.
* Identify, screen, and evaluate high-potential startup investment opportunities.
* Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential.
* Establish connections with angel investor networks, syndicates, and other potential co-investors.
* Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding.
* Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution.
* Educate and support internal stakeholders on best practices for angel investment.
Qualifications:
* Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting.
* Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence.
* Network: Established connections within the angel investing and venture capital communities.
* Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts.
* Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred).
Why Join Us:
* Opportunity to shape the organization's early-stage investment approach and make a lasting impact.
* Collaborative, forward-thinking work environment.
* Flexible work arrangements with opportunities for professional development.
To Apply:
Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected]
Deadline for Application: November 30, 2024
Corporate & Institutional Banking Undergraduate Intern - Corporate Banking - Financials and Diversified Track
Investment Banker Job 9 miles from Bethel Park
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Corporate Banking, Financials and Diversified organization, you will be based in Atlanta, GA, Charlotte, NC, Chicago, IL, Houston, TX, New York, NY, or Pittsburgh, PAJob Description
As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.
Corporate & Institutional Banking (C&IB) offers strategic insight and financial solutions for businesses, organizations, municipalities, and nonprofits throughout the United States and internationally. The Corporate Banking - Financials and Diversified track provides a broad exposure to business units within C&IB, structured development on-the-job and formal classroom learning. Interns possess strong problem-solving ability, interest in mastering complex products, a strong work ethic and a highly competitive nature.
The Corporate Banking - Financials and Diversified track includes segments in the following lines of business:
Financial Institutions Group - serves and advises clients with industry expertise in Insurance and Diversified Financial Institutions
Diversified Industries Group - Serves and advises clients with industry expertise in Energy, Power & Utilities, Renewable Energy, and Metals & Mining
Leasing and Transportation Finance
Fintech
The Corporate Banking - Financials and Diversified track is an engaging 10-week experience designed to introduce you to the foundational and transferable skills required to navigate a successful career in banking. Financials and Diversified interns will gain exposure to PNC's product set to excel in analytics, credit, relationship management, sales, and financial modeling.
Interns will not only support a variety of businesses at PNC, but also a growing national franchise. While an intern, you will cover and support a specific region and will sit in one of PNC's hub locations, which include: Atlanta, GA, Charlotte, NC, Chicago, IL, Houston, TX, New York, NY, and Pittsburgh, PA. Not all segments are available in all locations.
Learn more about PNC's Summer Internship Programs by visiting *********************
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and DevelopmentWork ExperienceRoles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreePay TransparencyBase Salary: $18.00 - $35.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 12/20/2024, although it may be longer with business discretion.Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Licensed Investment Services Consultant - PNC Investments
Investment Banker Job 9 miles from Bethel Park
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
The Investment Services Consultant (ISC) role within PNC Investments acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.Job Description
Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate.
Promotes growth of PNC's products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners.
Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC's core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities.
Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesAccuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Knowledge Of Customers, Managing Multiple Priorities, Matrix Management, Products and ServicesWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationAssociatesCertificationsNo Required Certification(s) LicensesFINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Refined Products Trader
Investment Banker Job 16 miles from Bethel Park
Job Details Belle Vernon PA - Belle Vernon, PA Full Time 4 Year Degree Day OtherDescription
ABOUT THE COMPANY:
Guttman Holdings, Inc. is 100% employee owned. The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations from the Midwest to the East Coast.
Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve shape our culture and guide our daily operations.
POSITION SUMMARY:
The Refined Products Trader position directly manages Guttman's physical products position, related risk management programs, and optimization strategies. This role will be responsible for sourcing and procuring refined petroleum products (such as gasoline, diesel, jet fuel, etc.), negotiating term supply contracts, monitoring inventory levels, and ensuring an optimized supply strategy. This individual will collaborate with logistics teams to optimize transportation routes, manage storage facilities, and ensure timely delivery to customers.
ESSENTIAL FUNCTIONS OF THE JOB:
Margin improvement of physical product origination supply, contract structure, and/or trade execution.
Define and implement a trading strategy around origination, inventory, infrastructure, and sales commitments with counterparties, across the Gulf Coast and Chicago markets, utilizing transportation on Explorer, Buckeye, and Laurel pipelines.
Execute risk management around daily electronic platform market.
Closely monitor inventory levels through daily collaboration with the sales group.
Develop and maintain strong industry relationships with major oil refiners, blenders, supply partners, terminal and pipeline operators, and the broker community.
Optimize logistics around product blending (butane, naphtha).
Identify and capture arbitrage value across regional markets.
Develop effective trading strategies to capture margin enhancement.
Identify new markets, derivative based programs, and opportunities for Guttman to participate.
Coordinate the clear communication of the purchase and sale of inventory hedge positions with the Program Trader to ensure the company's daily position remains balanced in accordance with the Company's Risk Management Policy.
Analyze market trends, supply-demand dynamics, and price differentials.
Qualifications
MINIMUM QUALIFICATIONS/REQUIREMENTS:
Minimum five years of energy trading experience.
Bachelors degree (B.A. or B.S.) from an accredited four-year college or university.
Knowledge and experience across electronic trading platforms and related exchanges.
Proven track record of delivering value-add trade strategies.
Ability to collaborate, provide and solicit feedback, express ideas both orally and in writing and communicate relevant and timely information to customers, managers, etc.
Logistics and sales experience across the energy complex.
Value-add contributions through trading strategies, risk mitigation, and process improvement.
Ability to understand problems and make profitable, timely, practical business decisions.
Excellent verbal and written communication skills.
Strong computer skills; Experience working in MS-Office (Word, Excel, PowerPoint, Access, etc.), Tableau, PowerBi, CME, ICE, DTN, CQG, Refinitiv
Excellent mathematical & analytical skills.
Ability to provide strong historical track record of identifying opportunities, strategic execution, and position growth.
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job.
EEOC STATEMENT:
Guttman Holdings is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex, national origin, age, non-job-related disability, veteran status, sexual orientation, gender identity, marital status, citizenship status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
Accounting-Banking
Investment Banker Job 9 miles from Bethel Park
We are seeking a motivated and detail-oriented Accounting Specialist to join our Profitability Reporting and Analysis team. Reporting to the Profitability Reporting Analysis Manager, this role is pivotal in driving accurate financial reporting, profitability insights, and operational efficiency within the banking sector. The ideal candidate will bring a strong foundation in accounting, financial analysis, with a background in banking to accelerate onboarding and impact.
Key Responsibilities
Profitability Analysis:
Prepare and maintain detailed profitability reports, identifying key drivers of financial performance.
Partner with the Profitability Manager to interpret results and provide actionable insights to management.
Support ongoing process improvement initiatives to streamline reporting and enhance data accuracy.
Accounting Operations:
Perform general accounting tasks, including account reconciliations, journal entries, and variance analysis.
Collaborate with team members to ensure compliance with regulatory standards and internal policies.
Contribute to monthly, quarterly, and annual financial close processes
System Utilization and Transition Support:
Leverage expertise in financial systems, ( cloud-based tools), to manage reporting and analysis tasks effectively.
Collaboration and Development:
Act as a collaborative team member, supporting peers and management in achieving departmental goals.
Participate in cross-functional projects and initiatives, offering insights from a profitability and accounting perspective.
Qualifications
Bachelors degree in Accounting, Finance, or a related field.
2-5 years of accounting experience, preferably within the banking or financial services industry.
Strong foundation in financial analysis, forecasting, and budgeting.
Familiarity with profitability reporting and financial performance metrics.
Experience with financial software systems
Excellent attention to detail and strong analytical skills.
Effective communication skills and a collaborative mindset.
CPA certification is a plus but not required.
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Investment Banker Job 9 miles from Bethel Park
You have an obsession 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
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: *********************************************************************
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Investment Banker Job 9 miles from Bethel Park
You have an obsession 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
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: *********************************************************************
Main Banker I - Greensburg
Investment Banker Job 26 miles from Bethel Park
Function (Scope and Main Purpose of Job) The Main Banker I is responsible for delivering exceptional guest service while preforming all casino cage transactions. Cash control and disbursement for the cage/bank/vault. Assisting in the daily shift functions of the cage to ensure that guests have an enjoyable gaming experience.
Responsibilities
Core Service Standards
CLEAN: Must make the property shine and look impeccable while maintaining a neat CLEAN and crisp personal appearance.
SAFE: Must make guests feel SAFE and comfortable through creating a worry free, carefree experience.
FAST: Provide FAST and efficient service with accuracy. Meet service time requirements and anticipate guest needs.
FRIENDLY: Greet each guest with FRIENDLY welcomes, making eye contact and smiling. Use H.E.A.R.T. steps to ease guest concerns. Say thank you to departing guests.
FUN: Work passionately as a team to create a FUN experience both for everyone who works and plays here.
Specific Responsibilities and Duties
* Responsible for servicing all cashiers and team member exchanges throughout the shift.
* Keeping cash drawer balanced and impressed.
* Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs.
* Accurate record keeping in all aspects of duties and responsibilities.
* Responsible for answering customer questions in a courteous and professional manner.
* Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions.
* Making exchanges with Main bank, Marker bank, and Chip bank.
* Responsible for cashing out customers, giving correct change.
* Become familiar with the casino credit application process.
* Cleaning/washing of chips.
* Other duties as assigned.
Qualifications
Job Requirements (skills, knowledge, and abilities)
* Ability to read, speak clearly, and listen.
* Ability to read, write and understand basic instructions.
* Ability to complete forms.
* Complete, perform and understand basic mathematical functions.
* Must be able to distinguish between colors
* Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls.
* Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. Good communication skills.
* Ability to perform assigned job duties under frequent time pressures in an interruptive environment.
Educational Requirements
* A high school diploma or GED equivalent.
* One (1) year cashier or banking experience preferred.
* Must be able to comply with all state gaming regulations, which may include obtaining a license.
Physical Requirements
* Must be able to work various hours, as needed, including weekends, nights, overnights, and holidays.
* Must be able to work at a fast pace in stressful situations.
* Must be able to stand for entire shift.
* Must be able to lift, push, or pull up to 50lbs.
* Must be able to stoop, bend, and squat.
* Must be able to understand and speak English.
* Must be able to work in a location with loud noise and visual distractions.
Working Conditions
* 24/7 high energy casino with over 100,000 sq. ft of gaming and entertainment space and approximately 500 employees
* Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises.
* You will work in an environment where smoking is allowed.
Citizens Banker
Investment Banker Job 9 miles from Bethel Park
Salary Range: $21.18 - $26.47/ hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly.
Preferred skills/experience:
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and requires weekends and evenings
Sales Representative - Financial Institutions
Investment Banker Job 9 miles from Bethel Park
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
About Heartland, A Global Payments Company
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
Responsible for prospecting new clients into the North America Merchant Services realm.
Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
Excellent prospecting, communication, presentation, and networking skills
Works well independently and as part of a team
Incentive-driven sales “hunter”
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Experience with Pipeline lead management
Minimum Qualifications
18 years of age or older
This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
In accordance with state law, a background check will be conducted after a conditional offer of employment
Completion of mandatory drug screening on or near 60th day of employment
Live in area relative to job posting location
Ability to be in the field, a minimum of 75% of the time
Preferred Qualifications
High school diploma/GED
At least two years of relevant experience
Competencies
Awareness
Driven
Resilient
Respectful
Committedness
Benefits
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown
Base Salary: $40,000
Residual Income: Keep earning from your hard work
Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Annual On-Target Earnings (OTE): $100,000+
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
#LI-AT1
#LI-Hybrid
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
Personal Banker
Investment Banker Job 9 miles from Bethel Park
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Pittsburgh, PA at the St. Clair branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Mortgage Banking Specialist
Investment Banker Job 9 miles from Bethel Park
Primary Office Location: 30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members.
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:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
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.
Relationship Banker - South Fayette
Investment Banker Job 4 miles from Bethel Park
As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!
WORKING HOURS
Flexible schedule based on operational needs; scheduled during the following hours of operation:
Monday - Thursday: 9am - 5pm
Friday: 9am - 6pm
Saturday: 9am - 2pm
MINIMUM QUALIFICATIONS
High school diploma or equivalent required
Minimum six months of similar or transferrable experience required
Excellent member service skills
Ability to build relationships through sales and service
Excellent communication skills in person and on telephone
Above average knowledge of credit union products and services
Demonstrated cross-selling skills
Knowledge of lending products
Possess good analytical skills
Proficient computer skills
Detail oriented
Ability to maintain accuracy in a fast-paced environment
Ability to work flexible hours based on operational needs
ESSENTIAL DUTIES AND RESPONSIBILITIES
Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone
Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates
Educate and increase member awareness of all credit union products, services and promotions
Build relationships by educating members and increasing cross sales using Cross-Sale Manager software
Seize all sales opportunities by utilizing sales and service techniques
Open and process all new accounts and update account information as required
Verify all new members and/or joint owners following the Customer Identification Program
Maintain thorough knowledge of loan policies, underwriting guidelines and rates
Request and review credit reports, looking for additional loan opportunities to move to the credit union
Provide NADA quotes for autos, boats, aircraft and other secured loans
Provide general information on real estate and business loans and all services and products provided through electronic means
Support self-service electronic channels at the branch (PCU Station, ATM, TellerPhone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate
Provide rate quotes for all loan and savings products
Process requested transactions/maintenance on member accounts
Review and follow Teller Policies and Procedures
Process wire transfer requests using electronic on-line form (1
st
party and repetitive wire transfers)
Assist members with problems and complaints providing resolutions
Mail requested information/forms
Ensure delivery and follow up of new accounts, loan applications and problems daily
Participate in departmental campaigns/programs achieving individual and team goals
Partner with the community through charity to support fund raising and volunteering
Attend training sessions and meetings
Keep updated on promotional and marketing mailings
Remain current in policies, practices, trends, technology and information affecting the organization
Lifelong learning through classes/seminars, in-house training, and on-line.
Handle other duties as assigned.
ALL ABOUT THE EXPERIENCE
Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence
Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond
Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success.
Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Refined Products Trader
Investment Banker Job 16 miles from Bethel Park
Guttman Holdings, Inc. is a 100% employee-owned energy Company and the parent organization of Guttman Energy, Guttman Renewables, and Source One Transportation.
Those three entities united to form Guttman Holdings on November 30, 2022, under an Employee Stock Ownership Plan (ESOP). Since then, each entity has maintained their individual name and operations while collectively focusing on continued growth and success.
The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations across the eastern United States.
Guttman Holdings prioritizes safety, service, and respect - for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve - shape our culture and guide our daily operations.
More information about Guttman Holdings and Guttman Energy can be found at **********************
POSITION SUMMARY:
The Refined Products Trader position directly manages Guttman's physical products position, related risk management programs, and optimization strategies. This role will be responsible for sourcing and procuring refined petroleum products (such as gasoline, diesel, jet fuel, etc.), negotiating term supply contracts, monitoring inventory levels, and ensuring an optimized supply strategy. This individual will collaborate with logistics teams to optimize transportation routes, manage storage facilities, and ensure timely delivery to customers.
ESSENTIAL FUNCTIONS OF THE JOB:
Margin improvement of physical product origination supply, contract structure, and/or trade execution.
Define and implement a trading strategy around origination, inventory, infrastructure, and sales commitments with counterparties, across the Gulf Coast and Chicago markets, utilizing transportation on Explorer, Buckeye, and Laurel pipelines.
Execute risk management around daily electronic platform market.
Closely monitor inventory levels through daily collaboration with the sales group.
Develop and maintain strong industry relationships with major oil refiners, blenders, supply partners, terminal and pipeline operators, and the broker community.
Optimize logistics around product blending (butane, naphtha).
Identify and capture arbitrage value across regional markets.
Develop effective trading strategies to capture margin enhancement.
Identify new markets, derivative based programs, and opportunities for Guttman to participate.
Coordinate the clear communication of the purchase and sale of inventory hedge positions with the Program Trader to ensure the company's daily position remains balanced in accordance with the Company's Risk Management Policy.
Analyze market trends, supply-demand dynamics, and price differentials.
Qualifications
MINIMUM QUALIFICATIONS/REQUIREMENTS:
Minimum five years of energy trading experience.
Bachelors degree (B.A. or B.S.) from an accredited four-year college or university.
Knowledge and experience across electronic trading platforms and related exchanges.
Proven track record of delivering value-add trade strategies.
Ability to collaborate, provide and solicit feedback, express ideas both orally and in writing and communicate relevant and timely information to customers, managers, etc.
Logistics and sales experience across the energy complex.
Value-add contributions through trading strategies, risk mitigation, and process improvement.
Ability to understand problems and make profitable, timely, practical business decisions.
Excellent verbal and written communication skills.
Strong computer skills; Experience working in MS-Office (Word, Excel, PowerPoint, Access, etc.), Tableau, PowerBi, CME, ICE, DTN, CQG, Refinitiv
Excellent mathematical & analytical skills.
Ability to provide strong historical track record of identifying opportunities, strategic execution, and position growth.
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job.
EEOC STATEMENT:
Guttman Holdings is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex, national origin, age, non-job-related disability, veteran status, sexual orientation, gender identity, marital status, citizenship status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
Citizens Banker
Investment Banker Job 22 miles from Bethel Park
Salary Range: $21.18 - $26.47/ hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly.
Preferred skills/experience:
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and requires weekends and evenings
Personal Banker
Investment Banker Job 16 miles from Bethel Park
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Sales and Service Associate I, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in North Huntingdon, PA at the Norwin Hills branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.