Finance Associate
Investment Banker Job 26 miles from Bethlehem
Budget & Expense Management:
Monitor operating budgets and resolve discrepancies, particularly for specialized departments.
Prepare quarterly reports on gift funds and assist with managing grant program expenses.
Approve financial reports and track endowment funds.
Generate ad hoc financial reports and update financial policies as needed.
Administrative & Staff Support:
Process updates for staff records, including additional payments.
Track staff workload and compensation trends.
Monitor programs.
Staff Hiring:
Coordinate hiring and compensation arrangements for assistants.
Manage billing and accounts for research personnel.
Grant Support:
Update labor distributions and summer salaries for grant-funded personnel.
Process cost transfers, journal vouchers, and grant-related paperwork.
Proprietary Equity Trader Position
Investment Banker Job 5 miles from Bethlehem
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
PT Community Banker
Investment Banker Job 8 miles from Bethlehem
Part-time Description
Promote a positive image of the bank with outstanding customer service; by developing a relationship with business and personal customers, while completing a verity of transactions efficiently and effectively. Responsible for serving bank customers at the Community Banking line, within the guidelines of bank policy and procedures. Often, being the first point of contact for customer questions and inquiries. Through relationship building, promote and refer appropriate bank product and services.
Requirements
Essential Duties
1. Performs a variety of duties efficiently and accurately as followed, but not limited to:
a. Process deposits and withdrawals of various account types.
b. Cashes checks within approved authority and operating policy.
c. Prepare and process wire transaction request(s).
d. Sells Cashiers Checks, Money Orders, Certified Checks, etc.
e. Accepts loan payments, safe deposit box rent, and other related payments.
f. Processes night drop and mail deposits.
g. Provide outstanding customer service while always remaining professional.
h. Build and maintain a relationship and awareness of new opportunities with customers; appropriately promote bank product and services; refers customers to appropriate team members.
i. Maintain an organized workstation to keep an accurate and timely cashbox balancing and end of day routine, while maintaining within bank policy limits and procedures.
j. Prepares and scans in daily work
k. Process general ledger accounts related to the paying and receiving function, e.g., coin, inter-bank accounts, etc.
l. Collect all required customer information for BSA reporting purposes CTR's etc.
m. Process coin counting service for customers.
n. Cross-sells deposit, loan, and internet banking, merchant services and other products to customers when appropriate.
o. Settle and process ATM transactions daily.
p. Community Bankers should be vigilant of the following:
• Red flags for customer fraud and scams
• Review out of ordinary transactions and report it to supervisor/management immediately
• The ability to teach the customer of popular scams and how to avoid being a victim
• Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.)
2. Coordinates specific work tasks with other personnel within the unit or department as well as with other units and departments to ensure the smooth and efficient flow of information and customer experience.
3. Must be able to perform Community Banker duties at any branch location.
4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.
5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank's CIP program, Equal Credit Opportunity Act, etc.
6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
7. Responds to inquiries or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
8. Maintain compliance with all regulations and bank policies and procedures, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
9. Regular and predictable attendance is expected and is an essential function of the job.
Ancillary Duties
1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
2. All other duties as assigned
Private Client Banker - Souderton, PA (New Build)
Investment Banker Job 20 miles from Bethlehem
JobID: 210592216 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Senior Financial Service Representative (Universal Banker) - Northern Division
Investment Banker Job 25 miles from Bethlehem
Function We are offering a $500.00 SIGN ON BONUS to be paid after six months of continued employment if hired between May 2nd through July 31st! Not applicable to current Citadel employees. This position can be based out of any of our branches in the Northern Division. The branches include, Pottstown, Warminster, Limerick, Lansdale, Harleysville, and Montgomeryville.
Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.
Duties and Responsibilities
* Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value.
* Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
* Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines.
* Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals.
* Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
* Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
* Ensure operational and financial safety and soundness through knowledge and sound decision making.
* Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws.
* Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
* Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel's corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
* Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
* Remain compliant with the Bank Secrecy Act by completing annual BSA training.
* Maintain confidentiality of members financial information in a secure and secure manner
* Ability to work Saturdays.
* Perform other duties as assigned.
Qualifications and Education Requirements
Experience
* 2 + years of sales and face-to-face customer service experience.
* 3 + years sales and face-to-face customer service experience. Preferred
* Prior financial industry experience. Preferred
* Cash handling experience. Preferred
* NMLS. Preferred
* Notary. Preferred
* PC literacy
* Ability to navigate multiple software applications
* Ability to achieve sales goals through outstanding service.
* Strong attention to detail.
* A track record of working effectively in a team environment and building solid relationships.
* Ability to multi-task.
* Excellent communication, judgment, decision and problem solving skills.
* Ability to understand and follow direction.
* Ability to maintain confidentiality, use tact and diplomacy.
* Demonstrate professionalism through dress and demeanor
* Ability to develop business organically with a strong customer service background
* Self-Motivator who holds themselves accountable for achieving goal
* Strong technical skills and ability to work with multiple systems such as CEB machines
* Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity
Education
* High School Diploma or equivalency
Private Client Banker - Temple 5th Street Hwy (New Build) - Temple, PA
Investment Banker Job 31 miles from Bethlehem
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - Temple 5th Street Hwy (New Build) - Temple, PA
Investment Banker Job 31 miles from Bethlehem
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Business Finance Associate/Consultant
Investment Banker Job 5 miles from Bethlehem
Company Summary Statement PPL Electric Utilities delivers safe, reliable and affordable electricity to more than 1. 4 million homes and businesses throughout its 29-county service territory in eastern and central Pennsylvania. Through smart investments and innovation, it has built one of the most advanced electric grids in the United States.
And, with over a century of expertise, PPL Electric remains focused on continuing to build the utility of the future, today.
Regularly ranking among the country's best utility companies for reliability and customer satisfaction, PPL Electric has won numerous awards, including 30 J.
D.
Power Awards for providing top-quality service to residential and business customers.
PPL Electric is a major employer and an active supporter of the communities it serves.
Empowering employees, community members and initiatives across its service territory through volunteerism and investments in organizations that support education, sustainability, and wellbeing.
Overview Under direct supervision, responsible for routine problem solving and analysis, assisting with preparation of materials for leadership teams and identifying process improvements.
Develops effective business partnerships with appropriate business customers and focuses on increasing knowledge of overall business processes.
Responsibilities This position may be hired at the Associate or Consultant level.
Responsibilities listed below reflect those of the Associate level.
Additional/varying responsibilities may be included at the Consultant level.
Provide analytical support to solve routine business problems and analyze business results.
Assist in preparing presentations for business/executive leadership teams Assist in developing and maintaining flexible financial models Identify process improvements and assist with implementation Develop and maintain effective partnerships with business customers Contributes to special projects/analysis Builds knowledge of FP&A's processes and customers Develop understanding of budgeting tools/processes May be assigned an Electric Utilities emergency and storm role.
This is a special assignment that comes into play during storms and other emergencies when the company needs to restore power or respond to other issues affecting customer service.
This role may necessitate the need to work after-hours, outside of your normal schedule.
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both.
Assigned work location may change.
In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Performs other duties as assigned Complies with all policies and standards Qualifications This position may be hired at the Associate or Consultant level and will be determined based on the successful candidate's background, education & experience.
Associate - Basic Qualifications Bachelor's Degree in Finance or related discipline or 4+ years of related experience & pursuing bachelor's degree within first 2 years of employment Working knowledge of MS Office Tools Demonstrated ability to learn quickly Strong attention to detail & time management Skills Associate - Preferred Qualifications Experience in utility industry Desire to pursue advanced degree and/or professional certification Intermediate knowledge of Microsoft Office Tools Consultant - Basic Qualifications Bachelor's Degree in Finance or related discipline 2+ years in an analytical function, finance or related field Intermediate knowledge of MS Office Tools Strong attention to detail & time management Skills Consultant - Preferred Qualifications Strong knowledge of utility industry Desire to pursue advanced degree and/or professional certification Advanced knowledge of Microsoft Office Tools Understanding of "big picture" concepts Ability to work independently
Citizens Banker
Investment Banker Job 12 miles from Bethlehem
Salary Range: $20.12 - $25.15/ 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
+ Prior banking experience 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
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
03/01/2025
Personal Banker
Investment Banker Job 10 miles from Bethlehem
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 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 Easton, PA at the Lower Nazareth 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 4+ years of related business or functional 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.
Citizens Banker
Investment Banker Job 25 miles from Bethlehem
Salary Range: $25.80 - $30.04 / 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 may include weekends and evenings
#LI-CITIZENS5
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Awards We've Received
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability Equality Index Best Places to Work for People with Disabilities
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Human Rights Campaign Corporate Equality Index 100 Award
Military Friendly Employer
Age-Friendly Institute's Certified Age-Friendly Employer
Bloomberg Gender Equality Index, Standout
Forbes America's Best Large Employers
Personal Banker (Float) - Central Region - Full-time
Investment Banker Job 5 miles from Bethlehem
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
As a Personal Banker Float at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction.
As a Float, this individual will be expected to travel to our Allentown I - Hamilton, Allentown II - Tilghman, Madison Farms, and Phillipsburg branches. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Central Region.
The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization.
This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures.
This position may be eligible to obtain Life and Health Licensing.
All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision.
KEY RESPONSIBILITIES:
Sales
* Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers
* Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
* Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner
* Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships
* Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
Service
* Identify opportunities with customers and prospective customers through lobby management.
* Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
* Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
* Responsible for sales and service
* Execute expectations for a positive customer service experience
Operations
* Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations
* Leverages lobby management as a tool for controlling and mitigating risk
* Establishes customer identity according to guidelines and adheres to all other compliance procedures
* Assists branch management with branch operations as needed
* Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments
* Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
* Assists in training other branch employees
* Provides support to the contact center when there are high call volumes
* Handles customer inquiries by telephone
* Provides access to safe deposit boxes
MINIMUM QUALIFICATIONS:
* High school diploma or GED
* Minimum of 6 months of sales and service experience in a customer facing retail environment
* Strong interpersonal skills, including listening, written and verbal communication
* Ability to work a flexible schedule based upon the needs of the business
* Demonstrations positive and professional demeanor with all customers and co-workers
* Strong math and analytical skills
* Understand and adhere to safety and security practices
* Demonstrate and apply good relationship building skills
* Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
* Strong customer service/advocacy skills
* Strong organizational and time management skills
* Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
* Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
PREFERRED QUALIFICATIONS:
* Prior Retail banking experience
* Life and Health Licenses to support investment program
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
* Lifting from 5 to 25 lbs. (Coins)
* Prolonged sitting/standing
* Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Personal Banker (Floating): Easton Branch
Investment Banker Job 10 miles from Bethlehem
Job Details Type Full Time Salary Range $15.00 - $18.00 Hourly Job Shift Day Job Category Banking Description We are seeking a passionate and driven Floating Personal Banker to join our team in the Lehigh Valley area. This is an exciting opportunity to support our customer sales and service functions while building lasting relationships with customers and contributing to their financial success. As a Personal Banker Floating an exceptional experience will be provided, engaging with customers at multiple branch locations across the region.
Key Responsibilities:
* Engage with customers through the Fidelity Model Experience, ensuring a committed and passionate approach to every interaction.
* Identify customers' financial needs by having meaningful conversations at various touchpoints (e.g., transaction window, platform desk, lobby) and make personalized product and service recommendations.
* Help customers achieve their financial goals by providing solutions and counseling on credit improvement and other financial strategies.
* Contribute to the acquisition of new customers, growth of existing relationships, and customer retention through exceptional service and follow-up.
* Assist customers with opening new accounts, completing transactions, and servicing deposit products and services.
* Build and strengthen relationships with current customers to uncover cross-selling opportunities and request referrals to expand the customer base.
* Drive new business by soliciting new customers and maintaining strong relationships with current clients.
* Support branch sales and service goals by promoting multi-channel capabilities, including 132 Onboarding, HP calls, and email communications.
* Perform daily transactions and other branch duties such as cash handling, ATM servicing, and maintaining branch supplies.
* Ensure all customer requests are processed accurately and in compliance with bank procedures, from account openings to loan applications and routine banking transactions.
* Provide customer service support for specific inquiries or service-related issues.
* Ensure timely entry of customer service information into CRM for accurate reporting and tracking.
* Collaborate with branch team members to coordinate tasks, manage the branch appearance, and ensure smooth service delivery.
* Comply with all company policies and regulatory requirements, including those related to compliance, risk management, and safety.
* Complete required training and engage in career development opportunities.
Required Skills & Qualifications:
* Strong customer service and sales skills with a passion for helping others achieve their financial goals.
* Ability to communicate effectively and build relationships with both internal and external customers.
* Knowledge of banking products and services, as well as the ability to recommend appropriate solutions based on customers' needs.
* Proven ability to identify sales opportunities and contribute to achieving branch goals.
* Accuracy and attention to detail in handling transactions and maintaining compliance with bank policies and procedures.
* Flexibility to float between different branches as needed.
* Experience in financial services or customer-facing roles is preferred but not required.
Additional Information:
* This position is located in the Lehigh Valley area and will require the candidate to float between different branches within the region based on business needs.
* The ideal candidate is passionate about delivering exceptional service, building relationships, and contributing to the overall success of the branch and organization.
If you're ready to take your banking career to the next level, apply today and join our team as a Floating Banker in the Lehigh Valley area.
Qualifications
Education/Training: A high school diploma or equivalent experience
Skill(s): Proficient reading, writing, grammar, and mathematics skills; moderate typing skills; proficient PC skills; proficient interpersonal relations and communicative skills; proficient customer service skills; moderate needs based selling skills; moderate knowledge of bank deposit and loan products and services, along with the operating policies and procedures that impact these products; ability to lift items weighing 50 lbs. or less; visual and auditory skills; valid driver's license is required for floating Universal Banker position.
Experience: A minimum of one (1) year experience in related Customer Service position.
Personal Banker (Floating): Easton Branch
Investment Banker Job 10 miles from Bethlehem
Job Details Easton, PA Full Time $15.00 - $18.00 Hourly Day BankingDescription
We are seeking a passionate and driven Floating Personal Banker to join our team in the Lehigh Valley area. This is an exciting opportunity to support our customer sales and service functions while building lasting relationships with customers and contributing to their financial success. As a Personal Banker Floating an exceptional experience will be provided, engaging with customers at multiple branch locations across the region.
Key Responsibilities:
Engage with customers through the Fidelity Model Experience, ensuring a committed and passionate approach to every interaction.
Identify customers' financial needs by having meaningful conversations at various touchpoints (e.g., transaction window, platform desk, lobby) and make personalized product and service recommendations.
Help customers achieve their financial goals by providing solutions and counseling on credit improvement and other financial strategies.
Contribute to the acquisition of new customers, growth of existing relationships, and customer retention through exceptional service and follow-up.
Assist customers with opening new accounts, completing transactions, and servicing deposit products and services.
Build and strengthen relationships with current customers to uncover cross-selling opportunities and request referrals to expand the customer base.
Drive new business by soliciting new customers and maintaining strong relationships with current clients.
Support branch sales and service goals by promoting multi-channel capabilities, including 132 Onboarding, HP calls, and email communications.
Perform daily transactions and other branch duties such as cash handling, ATM servicing, and maintaining branch supplies.
Ensure all customer requests are processed accurately and in compliance with bank procedures, from account openings to loan applications and routine banking transactions.
Provide customer service support for specific inquiries or service-related issues.
Ensure timely entry of customer service information into CRM for accurate reporting and tracking.
Collaborate with branch team members to coordinate tasks, manage the branch appearance, and ensure smooth service delivery.
Comply with all company policies and regulatory requirements, including those related to compliance, risk management, and safety.
Complete required training and engage in career development opportunities.
Required Skills & Qualifications:
Strong customer service and sales skills with a passion for helping others achieve their financial goals.
Ability to communicate effectively and build relationships with both internal and external customers.
Knowledge of banking products and services, as well as the ability to recommend appropriate solutions based on customers' needs.
Proven ability to identify sales opportunities and contribute to achieving branch goals.
Accuracy and attention to detail in handling transactions and maintaining compliance with bank policies and procedures.
Flexibility to float between different branches as needed.
Experience in financial services or customer-facing roles is preferred but not required.
Additional Information:
This position is located in the Lehigh Valley area and will require the candidate to float between different branches within the region based on business needs.
The ideal candidate is passionate about delivering exceptional service, building relationships, and contributing to the overall success of the branch and organization.
If you're ready to take your banking career to the next level, apply today and join our team as a Floating Banker in the Lehigh Valley area.
Qualifications
Education/Training: A high school diploma or equivalent experience
Skill(s): Proficient reading, writing, grammar, and mathematics skills; moderate typing skills; proficient PC skills; proficient interpersonal relations and communicative skills; proficient customer service skills; moderate needs based selling skills; moderate knowledge of bank deposit and loan products and services, along with the operating policies and procedures that impact these products; ability to lift items weighing 50 lbs. or less; visual and auditory skills; valid driver's license is required for floating Universal Banker position.
Experience: A minimum of one (1) year experience in related Customer Service position.
Financial Planning Associate
Investment Banker Job 5 miles from Bethlehem
About Us: Our client, a leading wealth management firm in the Allentown, PA area prides themselves on delivering personalized, innovative financial strategies tailored to their clients' unique needs. Their collaborative and forward-thinking culture makes them an exciting place to grow your career and make a real impact.
Position Overview:
We are seeking an enthusiastic and detail-oriented Financial Planning Associate to support our team of financial experts. In this role, you will assist in crafting comprehensive financial plans, analyze market trends, and help deliver customized investment strategies. This is an excellent opportunity for a finance professional eager to build expertise in wealth management while contributing to the financial well-being of our valued clients.
If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624
Key Responsibilities:
+ Client Financial Analysis: Assist in gathering and analyzing financial data to help develop personalized wealth management strategies for our clients.
+ Plan Development: Collaborate with senior planners to create detailed financial plans, including investment, retirement, and estate planning strategies.
+ Market Research: Monitor market trends and economic indicators to support the development of innovative financial solutions.
+ Administrative Support: Manage client documentation and ensure compliance with regulatory standards and internal policies.
+ Client Engagement: Support client meetings, prepare presentations, and respond to client inquiries with professionalism and care.
+ Continuous Improvement: Identify opportunities for process enhancements and contribute ideas to improve our financial planning services.
Why Join Us?
+ Career Growth: Access continuous training, mentorship, and professional development opportunities to advance your career in wealth management.
+ Innovative Environment: Be part of a team that embraces innovation, values your ideas, and encourages creative solutions.
+ Client Impact: Play a key role in shaping financial strategies that help our clients achieve their dreams and secure their futures.
+ Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and performance-based incentives.
+ Collaborative Culture: Thrive in a supportive, team-oriented environment where your contributions are recognized and valued.
Requirements
Qualifications:
+ Bachelor's degree in Finance, Economics, Business, or a related field.
+ 1-3 years of experience in financial planning, investment analysis, or a related financial services role.
+ Strong analytical skills with a keen attention to detail.
+ Series 65 and PA Life and Health Insurance Licenses a plus
+ Excellent communication and interpersonal skills, with a passion for helping clients achieve their financial goals.
+ Proficiency in financial software and Microsoft Office Suite.
+ A proactive mindset, with the ability to manage multiple projects in a fast-paced environment.
+ A commitment to continuous learning and professional development; certifications (such as CFP) are a plus.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Bilingual Spanish Personal Banker
Investment Banker Job 5 miles from Bethlehem
At 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 Bilingual (English/Spanish) Branch 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 [city/state location of position] at the [branch name] 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 Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles 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.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC 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.
Personal Banker - Montgomery County, PA
Investment Banker Job 12 miles from Bethlehem
Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank's digital banking services. Additionally, this role will assist Customers with teller transactions and will be responsible for processing various transactions in a timely, efficient, accurate, and friendly manner.
We provide a continuous learning environment, challenging work, and opportunities for advancement. Our Personal Bankers are provided with a series of classroom and hands-on experiences at various banking offices to apply the knowledge and skills learned. Each Associate will be positioned for success over a 4-6-month training period with the necessary knowledge needed to provide stellar service and become an engaged member of the organization. Training covers applications used to conduct transaction processing and account opening, referral techniques, customer service, and relationship building. You will also be trained in relationship-building methods and referral techniques in order to make the best product and service recommendations for your customers and expand your branch's customer base. This is a full-time 40-hour/week position with a flexible rotating weekly schedule and 2-3 Saturdays per month are required. This schedule can change at any time based on business needs. This position offers a competitive base salary, incentive opportunities, and benefits. The hired candidate must be legally authorized to work in the United States without an employer-sponsored petition for a visa, such as an H-1B visa. WSFS Bank does not intend to file any visa applications in connection with this opening.
Minimum Qualifications:
* High School Diploma or equivalent is required.
* Must have at least one year of face-to-face customer service experience.
* One year of previous banking experience is required.
* Previous cash handling experience is required.
* Prior consultative sales experience is required.
* Must have a proven ability to work with customers in an enthusiastic manner.
* Previous experience in a retail sales environment is strongly preferred.
* Must have a proven ability for attention to detail.
* Ability to use and learn multiple banking and software programs.
* Must have proven, excellent customer service skills.
* Must have excellent oral and written communication skills.
* Must possess the ability to market Bank products and services.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Relationship Banker (New Build) - Airport Shopping Center Branch - Allentown, PA
Investment Banker Job 5 miles from Bethlehem
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with 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: *********************************************************************
Relationship Banker - Macarthur Road Financial Center
Investment Banker Job 8 miles from Bethlehem
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
* Executes the bank's risk culture and strives for operational excellence
* Builds relationships with clients to meet financial needs
* Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
* Grows business knowledge and network by partnering with experts in small business, lending, and investments
* Manages financial center traffic, appointments, and outbound calls effectively
* Drives the client experience
* Manages cash responsibilities
Skills:
* Adaptability
* Business Acumen
* Customer and Client Focus
* Oral Communications
* Problem Solving
* Account Management
* Client Experience Branding
* Client Management
* Client Solutions Advisory
* Relationship Building
* Business Development
* Pipeline Management
* Prospecting
* Referral Identification
* Referral Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Personal Banker
Investment Banker Job 31 miles from Bethlehem
Requirements
Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed.
Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software.
Experience: A minimum of (1-2) years' experience in a related position normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.