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  • Alt Investments Fund Controller Associate: NAVs, Reporting

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in New York, NY

    A leading financial services firm is looking for an Alternative Investment Fund Controller to oversee accounting, reporting, and financial statements for alternative investment products. Key responsibilities include reviewing NAVs, ensuring regulatory compliance, and collaborating with various internal teams. The ideal candidate will have over 4 years of private equity or hedge fund accounting experience, possess a relevant Bachelor's degree, and exhibit strong analytical and interpersonal skills to navigate a dynamic work setting. #J-18808-Ljbffr
    $89k-127k yearly est. 2d ago
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  • Investment Consultant - Rochester, NY

    Charles Schwab 4.8company rating

    Investment banker job in Pittsford, NY

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $112k-200k yearly est. 1d ago
  • Investment Executive

    Farmers National Bank of Canfield 4.7company rating

    Investment banker job in Pittsburgh, PA

    SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio. ESSENTIAL DUTIES and RESPONSIBILITIES: Effectively and ethically manage a book of business consisting of approximately 125 clients with assets under management of between $5-million and $10-million. Research securities products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends Process securities transactions for clients in accordance with all Federal, State, Local and Company laws/guidelines Conduct regular client meetings and presentations Generate new business leads independently Partner with Branch personnel to prospect new clients and service existing clients Handle incoming client inquiries via phone as well as email Assist Senior Investment Executive with client presentations, material development and other duties as necessary Some travel between branch offices and/or client residences can be expected Handle some clerical duties (filing, faxing, etc.) as necessary Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned EDUCATION and/or EXPERIENCE: Bachelor's Degree in Business (Finance preferred) Must have Life, Accident & Health license, and Series 7 (or become licensed within 6 months) Minimum of 1 year experience in a sales environment Minimum of 1 year experience working with CD's or other banking/investment related products preferred E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Finance (required) Licenses & CertificationsSeries 7 License (preferred) Life & Health License (required) Skills Financial Advising (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $108k-180k yearly est. 3d ago
  • Analyst, Investment Banking

    Chatham Financial 4.8company rating

    Investment banker job in New York, NY

    We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes. The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one. In this role you will: Support the execution of live transactions and client mandates Prepare presentation materials for clients and prospects Research various industries, companies and market trends Analyze financial statements and corporate SEC filings Manage internal proprietary databases to support internal and client decision making Assist in executing transactions, including due diligence and coordinating with external parties and client teams Other duties and projects as assigned Your impact: In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets. Contributors to your success: Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and Strong interpersonal, verbal, and written communication skills Self-starter mentality with superior work ethic and the ability to learn new concepts quickly Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy Superior analytical and technical capabilities Advanced proficiency in Microsoft Excel and PowerPoint Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.) Previous experience in credit or financial statement analysis The ability to work with large amounts of data and understand causal relationships Willingness to obtain, or have obtained, FINRA registration (Series 79) About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com. Chatham Financial is an equal opportunity employer.
    $90k-128k yearly est. 4d ago
  • Sports Trader

    Bettingjobs

    Investment banker job in Philadelphia, PA

    BettingJobs are currently seeking a Sports Trader for an innovative sports betting company in their Philadelphia office. This position would be well-suited to an individual with a passion for sports betting and exceptional analytical skills. Experience of modelling sports betting markets in a personal or professional setting would be highly advantageous. Responsibilities: Trading NFL, NBA, MLB, Tennis, NCAAF, NCAAB and Soccer Running and maintaining strategies to trade pregame and live Analyzing and recapping past decision-making to improve future trading decisions Noting interesting trading and market dynamics to suggest areas of research for the quantitative team Making recommendations to improve future trading strategies Requirements: Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science,etc. Strong interest in sports betting Exceptional quantitative, logical reasoning, and analytical skills Ability to work under pressure in a fast-paced environment Willingness to be flexible with hours and schedule Knowledge of data manipulation libraries such as Pandas/NumPy Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis Strong interpersonal and communication skills Visa sponsorship for work authorization is not available for this position now or in the future.
    $60k-99k yearly est. 2d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Investment banker job in New York, NY

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $83k-150k yearly est. 3d ago
  • Strategic Small Business Banker

    The Association of Technology, Management and Applied Engineering

    Investment banker job in New York, NY

    A financial services organization is seeking a skilled individual to provide comprehensive financial solutions to small businesses, managing client relationships and driving sales opportunities. The role involves identifying new client opportunities and supporting profitability while adhering to procedural guidelines. Successful candidates will demonstrate consultative sales and financial analysis skills, with a strong focus on customer experience and relationship development. #J-18808-Ljbffr
    $87k-152k yearly est. 4d ago
  • Financial Partner/Universal Associate

    Heritage Financial Credit Union 4.4company rating

    Investment banker job in Wappingers Falls, NY

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.
    $20-23 hourly 4d ago
  • Trader

    Betmgm

    Investment banker job in New York, NY

    Discover What's Possible at BetMGM Ready to make your career legendary? Join us as we bring the magic of Vegas to our players. The BetMGM team has over 1,400 talented members, revolutionizing sports betting and online gaming in the United States and Canada. We're a brand with technology at our hearts and the most driven and focused talent in the business. As a valued team member, we're committed to giving you the resources and support you need to thrive. Our benefits and perks include: Medical, Dental, Vision, Life, and Disability Insurance 401(k) with company match Pre-tax spending accounts including health care FSA and commuter savings Flexible paid time off Professional development reimbursement and ongoing skills training opportunities Employee resource groups Swag, ticket giveaways, and more! At BetMGM, we recognize that every individual plays a meaningful role in our success. That's why we're committed to building a respectful, inclusive workplace. It's the strategy behind every win. By meeting people where they are, we create a culture of belonging where everyone can thrive and a workplace that reflects our values, our people, and our drive to win. Location: Jersey City, NJ - Hybrid About the Role As part of the trading team, the US Sports Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product. Responsibilities Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market. New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience. Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest. Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers. Support all product initiatives. Delivering on a wide range of markets to suit all customers. Bet Acceptance. Accepting bets through our approvals functionality requiring quick decision making. Working with compliance department with new sport, league and market approvals from new and already open US states. Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues. Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include: Assisting traders in day-to-day operations with market moves on games, player props and futures betting. Full-time trading training. Acquire knowledge about Sportsbook tools, platforms, and processes. Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks. Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned. Essential Functions Must be able to stand or sit and operate computers and other technological devices for extended periods of time Qualifications High school or equivalent 2+ years of experience in Trading US Sports Passion for US Sports Expertise in sports statistics Strong numerical and mathematical skills Team player Ability to focus Ability to work shifts which include evenings, weekends and public holidays Excellent knowledge of the rules of the game for all sports Good knowledge of the betting industry Sports betting experience is essential Familiarity with College and Major League Players High attention to detail The annual salary range for this position is $62000 to $75000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship. At this time, this role is not eligible for immigration-related employment authorization sponsorship including H-1B, O-1, E-3, TN, OPT, etc. Gaming Compliance & Licensing Requirements As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification. In addition, candidates must comply with and support BetMGM's responsible gambling policies, procedures, and initiatives. About BetMGM BetMGM is revolutionizing sports betting and online gaming in the United States and Canada. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Casino, BetMGM Sportsbook, Borgata Online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms. BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants. If you need assistance or accommodation with your application due to a disability, you may contact us at . This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time. #LI-HYBRID #LI-JM2
    $62k-75k yearly 3d ago
  • Community Banker III

    Rondout Savings Bank 3.6company rating

    Investment banker job in West Hurley, NY

    This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience. Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems. Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts. Assisting customers with ordering and issuing new debit cards and pin resets. Reviewing accounts for fraudulent activity and assisting customers with dispute claims. Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures. Assisting with vault proof at the end of the day including counting, selling, and buying cash. Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits. Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals. Engaging in customer outreach to support relationship development and service needs. Making customer calls as part of ongoing engagement and follow-up efforts. Researching and correcting cash on hand differences. Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit. Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. Requirements Education and Certification Qualifications: High school diploma or equivalent. Required to take internal training courses. Experience and Qualifications: 1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements: Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision
    $76k-137k yearly est. 3d ago
  • Senior Financial Services Specialist

    Marshall and Sterling Inc. 4.6company rating

    Investment banker job in Poughkeepsie, NY

    Description: Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most - so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do. Innovation is not optional here - it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together - across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you're not just joining a company - you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role is based in our Poughkeepsie Office. Join our Finance team and provide administrative and financial support across the organization. You'll manage daily accounting tasks, assist with month-end and year-end processes, and ensure accurate financial records. This role offers the opportunity to collaborate with a supportive team, contribute innovative ideas, and make a meaningful impact on our success. Manage daily accounting and financial processes (payments, deposits, reconciliations) Record and track commissions Prepare and distribute financial reports Handle billing and invoicing, including resolving errors and coordinating collections. Support month-end and year-end processes (reconciliations, accruals, reporting) Assist with audits and compliance requirements Maintain accurate financial records and documentation Provide support to colleagues and contribute to projects as needed Build and maintain positive working relationships across the team Requirements: College degree preferred, high school diploma or equivalent required. Proficiency in AI tools and experience using systems such as ImageRight, Outlook, and other related platforms to enhance efficiency and streamline processes. Proficiency in Microsoft Office; experience with Vertafore is a plus. Strong interpersonal skills with the ability to work effectively with colleagues. Excellent verbal and written communication skills. Highly organized with strong attention to detail. Total Rewards Package: Compensation : $57,500-$62,500, based experience and education. Benefits : Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers -Marshall+Sterling MS24 Compensation details: 0 Hourly Wage PI3899b71800d8-4680
    $57.5k-62.5k yearly 2d ago
  • Virtual Banker

    Teksystems 4.4company rating

    Investment banker job in Cincinnati, OH

    The Video Banker is responsible for providing customer transaction services using video enabled interactive teller technology (ITM) via two ways, and presenting a positive, professional image and meeting or exceeding customer expectations. Essential Functions/Responsibilities: -Monitor technical problems and correct deficiencies; monitor processing systems for efficient utilization. -Answer customer inquiries relating to bank products and services. -Recognize sales opportunities and refer clients to sales associates Remain current on products, services, policies and procedures -Perform customer account transaction and maintenance activities accurately -Strive for first contact resolution of customer inquiries, transactions and problem resolution *Skills* data entry, multi tasking, attention to detail, outgoing, customer oriented *Job Type & Location* This is a Contract to Hire position based out of Cincinnati, OH. *Pay and Benefits*The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Cincinnati,OH. *Application Deadline*This position is anticipated to close on Jan 27, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $18-18 hourly 4d ago
  • Realtionship Banker

    First National Bank of Pennsylvania 4.5company rating

    Investment banker job in Youngstown, OH

    Primary Office Location:One Federal Plaza West. Youngstown, Ohio. 44503.Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $24k-28k yearly est. 3d ago
  • Personal Banker - New Paltz/Gardiner, NY

    Ulster Savings Bank 3.9company rating

    Investment banker job in New Paltz, NY

    Working at Ulster Savings Bank At Ulster Savings Bank, you'll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history. Ulster Savings Bank is officially Certified by Great Place To Work Click here to learn about our benefit package. Qualifications Are you looking for a rewarding career with growth potential? We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position. Much like a Teller, Personal Bankers are responsible for performing routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place. Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions. Position Hours Monday through Thursday - 8:15am to 5:15pm; 7:45am - 4:45pm Friday - 7:30am - 4:30pm; 8:15am to 5:15pm; 9:15am to 6:15pm Saturday - 8:45am to 2:15pm (2 - 4 per month) Essential Duties and Responsibilities Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals. Assist in performing all safe deposit box duties. Redeem savings bonds for existing and non-existing customers. Issue debit cards and gift cards to customers who request them. Open all types of new personal and commercial accounts (ex: checking, savings, safe deposit box, IRA). Marketing products: Discuss traditional and non-traditional bank products with new and existing customers. Continuously refer customers to other Ulster Savings Bank departments and subsidiaries. Stay up to date with all products offered by the Bank and its subsidiaries and the purpose of each product. Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals. Count all currency and coin accurately to balance your cash box daily. Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to: checks, deposit and withdrawal slips, signature cards, payments, etc. Write various tickets, proof sheets, and receipts for auditing purposes. Assist customers with questions and problems. Travel to other branches as needed. Any other duties management may assign. Qualifications Cash handling experience preferred. Excellent verbal and written communication skills. Excellent customer service and technical skills. Ulster Savings Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.
    $36k-44k yearly est. 3d ago
  • Private Banking

    Civista Bank 3.9company rating

    Investment banker job in Sandusky, OH

    Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place - Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan applications and process loan documents; refer clients to appropriate department. Confidentially manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm business policies and procedures, as well as applicable FINRA and other federal regulations. Provide high quality, high touch service to Private Banking clients. Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products. Acts as a trusted advisor, provide solid solutions and simplifies the client's life to achieve financial goals. Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities. Resolve client problems as needed/warranted and other duties as needed Monitor and manage existing credit relationships. Build and manage lifelong client relationships with a certain number of high net-worth individuals (generally 75 - 125 account relationships). Depending on the market place - Dedicate a percentage of time to prospecting and new client acquisition. Develop internal and external referral sources to cultivate prospect opportunities. Depending on the market place - Dedicate a percentage of time to developing relationship with internal clients including mortgage/consumer/commercial lenders, business bankers, branch leaders and wealth managers. Attend all sales team meeting. Refer clients to trust and investment management department; commercial/consumer loan department and wealth management as the need presents itself Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner. Work within a team environment with trust and investment personnel, commercial/consumer lending personnel, and retail staff in order to provide optimal client service. Depending on the market place - Dedicate a percentage of time to developing relationship with external COIs including attorneys, CPAs, Physician Recruiters, Medical Professionals, Real Estate agents, etc. Meet one-on-one, host seminars/mixers, plan collaborative events, etc. with the goal of deepen relationships and encouraging the sharing of prospect referrals. Represent the Bank at community civic club and service club events Develop a Business Plan which details yearly & quarterly new client, lending & wealth goals with action plan for achievement of these goals. Take pride in exceeding goals as assigned by management and maintain accountability for client acquisition, growth and retention. Track all Client, Prospect, Internal Customer & Internal Customer interaction and pertinent information in Salesforce. Maintain up-to-date calendar & pipeline reports including monthly mortgage report. Depending on the market place - Dedicate a percentage of time on the road traveling to meet with internal and external customers; stay in contact with office and other clients via laptop computer, i-pad and cellular phone. May have to call on clients at home during evenings and weekends, as needed/required to meet their service requests. Requirements: Qualifications, Knowledge and Skills: Five years of retail banking experience preferred. Additional experience in sales or marketing, trust department products and consumer lending products preferred. Previous Private Banking Experience preferred. Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; additional training provided by financial institution. Series 7 registered representative and Series 63 brokerage licenses preferred. Excellent relationship management, client service and communication skills are a prerequisite as well as an entrepreneurial orientation. Strong ethics and integrity is crucial as work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. A significant level of trust and diplomacy is required, in addition to being courteous and having tact. Work may involve motivating or influencing others. Outside contacts are important and ability to foster sound relationships with other entities (lawyers, accountants, etc.) is necessary. Strong sales experience; experience dealing with public accounting and law firms helpful. Good knowledge of consumer banking, credit and business banking services; basic experience handling trusts, investments, tax insurance, real estate management, estate planning and financial planning, credit training preferred. Solid Computer literacy (Word, Excel, PowerPoint and CRM) with accurate data entry skills; proficient knowledge of working with spreadsheet and creating formulas. Ability to become proficient in use of specific software required for position. A high level of initiative, thoroughness, accuracy and organizational skills required. Ability to be a self-starter and work without direct supervision. Detail oriented with strong analytical skills. High level of confidentiality required. Excellent oral and written communication skills. Ability to manage multiple priorities/projects with varied deadlines. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time. Please see job description PI280872875 Job distributed by JobTarget.
    $25k-36k yearly est. 3d ago
  • Personal Banker II, Richmond

    Dollar Bank, FSB 4.1company rating

    Investment banker job in Cleveland, OH

    The Personal Banker II plays a key role in providing exceptional customer service and building lasting relationships with clients. This position involves engaging in meaningful conversations to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to delivering personalized financial solutions, the Personal Banker II participates in a comprehensive retail training program designed to develop the skills necessary for a consultative sales approach. This training ensures the ability to make informed recommendations that enhance the customer experience and support their financial goals. Qualifications: * High school diploma/GED required. * College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required. * Ability to travel as needed to training. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs. * Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts. * Perform teller transactions and other routine operational tasks, adhering to established branch operational processes and procedures. * Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $30k-35k yearly est. 3d ago
  • Private Banker

    Northwest Bancorp, Inc. 4.8company rating

    Investment banker job in Erie, PA

    The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions * Initiate contacts for developing and closing new business * Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services. * Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances * Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status * Develop a high community profile * Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing * Communicate on the development of new business accounts * Meet and/or exceed annual production guidelines * Complete financial profiles and accurately analyze customer needs and prepare proposals * Recommend products and services accordingly, taking into account all available alternatives * Perform presentations, meetings, and seminars with prospects * Cross-sell Northwest products and services * Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis * Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) * Monitor client accounts on an ongoing basis * Schedule client meetings on a periodic basis * Review financial / investment markets daily * Develop a high community profile * Minimize nonstandard fee schedules Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Additional Responsibilities * Assist with setting personal goals and targets * Recommend improvements to sales and procedures * Recommend new marketing initiatives / potential new business opportunities * Recommend additions to product and services offerings Safety and Health for Supervisors without Direct Reports * Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program * Consistently and fairly enforce safe work practices * Ensure that each employee knows what to do in the event of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree Finance / related degree preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Knowledge of the securities industry, investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to effectively present investment strategies to clients and maintains a holistic approach to planning Strong relationship management, sales and new business skills Well-developed analytical and problem-solving skills Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge of Financial Planning Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Private Banking products Licenses and Certifications Series 7 In relevant states Upon Hire And Life/Acc/Health In relevant states Upon Hire And Series 63 In relevant states Upon Hire And Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $34k-58k yearly est. Auto-Apply 46d ago
  • Personal Banker

    PNC 4.1company rating

    Investment banker job in Erie, PA

    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 within PNC's retail organization, you will be based in Erie, PA, at the Erie West branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.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; 9 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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.
    $32k-40k yearly est. Auto-Apply 13d ago
  • Personal Banker

    PNC Bank 4.4company rating

    Investment banker job in Erie, PA

    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 within PNC's retail organization, you will be based in Erie, PA at the East Erie Banking Center.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.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; 9 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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.
    $29k-38k yearly est. Auto-Apply 55d ago
  • Relationship Banker - Part-time

    First National Bank (FNB Corp 3.7company rating

    Investment banker job in Meadville, PA

    Primary Office Location: 837 Park Avenue. Meadville, Pennsylvania. 16335. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $30k-35k yearly est. Auto-Apply 26d ago

Learn more about investment banker jobs

How much does an investment banker earn in Erie, PA?

The average investment banker in Erie, PA earns between $93,000 and $295,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Erie, PA

$166,000
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