Investment Banker Jobs in Harrisburg, PA

JOB DESCRIPTION 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: ********************************************************************* ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

**professional experience** Internship **location** Hanover **Your Role** * Supporting deal teams with ongoing transactions * Carrying out market, industry and competition analyses * Support with due diligence activities * Analysis and modelling of company data (balance sheets, income statement, cash flow) * Active participation in preparing investment decisions **Your Profile** * Bachelor's degree in at least the 4th semester or master's degree with a commercial or technical background at a renowned university/business school * First internships in the areas of Private Equity, Investment Banking, Transaction or Management Consulting * Excellent analytical and quantitative skills * Independent and structured way of working * Ability to work in a team and communication skills * Entrepreneurial mindset and affinity for SMEs * Fluent in German and English (spoken and written)

SUMMARY The BIS Producer/Investment Representative identifies and engages potential clients, assessing their needs, and providing tailored insurance and investment solutions. This role involves quoting and selling new products, ensuring that coverage effectively addresses client risks in a cost-efficient and timely manner. Additionally, the representative is responsible for maintaining and servicing existing customer accounts to ensure ongoing satisfaction and retention. The ideal candidate for this position possesses strong analytical skills, excellent communication abilities, and a proactive approach to client management. Candidates will be required to obtain, if not already licensed, a minimum of Series 6 and 63 Securities licenses and relevant insurance licenses within six months of hire. A successful representative is detail-oriented, customer-focused, and adept at building long-term relationships. By fulfilling these responsibilities, the BIS Producer/Investment Representative plays a crucial role in driving the company's growth and success. Their efforts in acquiring new clients and retaining existing ones directly contribute to the company's financial stability and reputation in the market. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies. ESSENTIAL DUTIES Develop marketing strategies to promote and sell all lines of insurance and/or investment products to potential clients including banking customers. Seek out new clients and develop new clientele by networking to generate list of prospective clients. Solicit referrals from Banterra Bank and existing clients. Develop relationships with prospective clients, assess client needs by inspecting current coverage, risk management plans, property, products and records. Develop risk management proposal consisting of loss control, alternate retention plans and self-insurance. Facilitate presentations and conduct client and prospect appointments. Close the insurance/investment/deposit process when products meet prospective client needs. Maintain visibility on an annual basis by phone or mail. Develop formal proposals including detail of coverage, limits, deductibles and other data. Review and proof proposals for completeness and maintain records of proposals made. Explain details of proposal and close sale. Review company quotations, risk management and service plans, clients' needs and priorities and select appropriate market(s). Check company issued policies for accuracy informing company and client of errors. Maintain and review expiration date files for insurance policies and other information. Collect detail underwriting information including and loss history. Maintain knowledge of company underwriting criteria and agency marketing policy. Negotiate with company underwriters. Complete all automated ACCORD and specialty applications. Establish and communicate policy payment schedule. Contact clients with overdue accounts to request payment and follow up contact (written or phone). Refer clients and prospective clients to the appropriate segment or product specialists within the company. As appropriate, introduce other company team members and/or customer service representatives to clients and inform customer what service and assistance these individuals can perform. Include all pertinent information on all insurance/investment/deposit applications submitted to ensure that all applications submitted are accurately and thoroughly completed. Develop and maintain a high level of knowledge of application screens, agency systems, workflow, procedures and automation needs. Ensure all applicable policies and procedures are followed regarding operations, compliance and code of ethics by maintaining the confidentiality of prospect and customer information. Maintain a professional level of awareness of insurance/investment/deposit trends, regulations and developments affecting clients and prospective clients. Complete all continuing education requirements mandated by the State Insurance Commissioner and or SEC in a timely manner. Assume responsibility for special projects and tasks as assigned. EDUCATION & CERTIFICATIONS High school diploma or equivalent required. Current IL Insurance license and non-resident licenses required where applicable. A minimum of two years of experience in commercial insurance production, service, or underwriting or three of years of experience in personal lines production required. Minimum Series 6 and 63 Securities license required to sell investment products. Must obtain Securities license within six months of hire. Property, Casual, & Life Insurance licenses required within six months of hire. MINIMUM REQUIREMENTS Exceptional sales abilities with a strong understanding of basic marketing principles and customer service standards. Ability to foster and maintain positive customer relationships. Ability to identify and pursue sales opportunities by understanding customer needs and recommending appropriate products and/or services. Strong organizational and time management skills to handle multiple tasks, prioritize work, and meet deadlines. Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels. A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions. Proficient computer literacy, including comfort with Microsoft systems and Office Suite. Intermediate typing skills to meet the needs of this position. Current driver's license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities. The ability to work with minimal or no supervision. PHYSICAL DEMANDS AND WORK ENVIRONMENT 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 functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws/regulations as applicable.

Careers At Pennsylvania Democratic Committee Current job opportunities are posted here as they become available. **2024 Talent Bank** **Department:** Coordinated **Location:** Harrisburg, PA *The Pennsylvania Democratic Party (PDP), is committed to diversity among its staff, and recognizes that its continued success requires the highest commitment to obtaining and retaining a diverse staff that provides the best quality services to supporters and constituents.* *The PDP is an equal opportunity employer and prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of gender, disability, race, age, national origin, color, creed, sexual orientation, sex (including marital and parental status), gender identity and expression, religion, economic status, ethnic identity, veteran's status, or any other basis prohibited by applicable law.* © 2024 Pennsylvania Democratic Committee

> FT Community Banker - Lititz FT Community Banker - Lititz Perform client service requests while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures. This position serves as the primary “touch point” between JBT and our clients. The Community Bankers are back up to the Branch Experience Managers and may be called on to perform Community Associate work as needed. **ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES** * Lead by example in the delivery of the SMILE Standards and Non-Negotiables. * Consistently deliver high quality JBT service in person, over the telephone, via video conference/chat and during community events. * Have expert level product knowledge related to all branch accounts and services and use this knowledge to broaden and deepen relationships though proactive conversations. Be able to refer clients for non-branch related services (Other Line of Business Referrals). * Proactively contact clients with new rates, specials, etc. and to cross sell other products and services. * Proactively contact prospective clients with information on new products and services. * Ability to answer high level questions about JBT's digital banking services. Ability to troubleshoot client issues with JBT's digital banking services. * Handle disputes, stop payments, account holds, indemnity bonds, etc. * Open and service all types of accounts that the Bank offers. Consistently use the HPG process. * Have a high-level knowledge of business account types, needed documentation per the Bank's CIP Policy, and business account documentation including Resolutions. * Assist in the training of other branch personnel on products, services and account opening procedures. * Accept/complete consumer loan applications. * Complete all work, including but not limited to new account documentation, maintenance and loan applications, accurately. Correct any errors in a timely manner. * Maintain proper follow-up with clients. * Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy. * Complete BVS courses as assigned. * Respect the confidentiality of information obtained through or as a consequence of employment. * Actively utilize CRM System to enhance client experience. * Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks. * Operate and answer the telephone in a professional manner. * Perform related duties as assigned including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, and Cash totals. * Ensure punctual and regular attendance. * Assist BEM to complete weekly CTR reports, scheduling, coaching, provide over-rides. * Handle Fed ordering and shipping. * Order supplies, daily branch balancing, monthly security audit functions and other operational functions as assigned. * Knowledge of branch emergency procedures. Requirements **SKILLS** * Ability to operate Bank's systems. * Excellent communication and interpersonal skills. * Strong PC and digital banking knowledge and problem solving * Proficient mathematics skills. * Ability to operate the following office equipment: computer, adding machine, typewriter, telephone, copy machine, fax machine, scanner, TCR. * Ability to lift approximately 50 pounds.

Full-time Description Essential Duties and Responsibilities: Trading Complete daily trade requests accurately and timely Portfolio Rebalancing - Collaborate with wealth management team to analyze and rebalance client portfolios, ensuring alignment with target allocations Follow-up with applicable advising teams within reason to ensure end-client needs are met, especially in regard to discretionary accounts Own the block trading process of order generation, review, and execution Be a SME of trading software to be additive in the conversation of new strategies and operations Maintain a record and provide analysis on block trade execution Reporting: Generate trade confirmations, performance reports, and compliance documentation as required Technology & Systems - Utilize and maintain trading platforms to optimize trade execution and minimize costs Compliance - Ensure all trades and activities comply with SEC, FINRA, and firm-specific regulatory requirements Process Improvement - Identify and implement opportunities to streamline trading processes and improve operational efficiency Own the duties and ask for support from supervisor as needed to resource tasks in which deadlines could be missed and/or additional expertise is needed Operational Support Run reports to identify firm risk Drift report: Identifying accounts that have out-of-tolerance asset allocations Run high cash report, and sift through data to identify high cash accounts Reach out to service teams to obtain solutions Work with back-office teams (Operations) to ensure data integrity and efficient workflows Upload daily account restrictions into AdvisorPeak Review Performance Composite Outliers Process 717 Client Agreements Bill 717 Managed Accounts Advisor reporting Requests Act as 717 CSA for Outside Advisors Report on 401k/403b plan investments Report on Annuity investments Communications Writing and distributing Daily Market Update each day Drafting Weekly Market Update by EOD Friday each week Own the duties and ask for support from supervisor as needed to resource tasks in which deadlines could be missed and/or additional expertise is needed Miscellaneous Respond to phone calls, texts, and e-mails in a timely fashion Follow and adhere to Company policies, procedures, and guidelines Willing to learn the industry and help us maintain and grow our marketplace position Attend business meetings and trainings as required Perform other administrative tasks and special projects as assigned Requirements Experience (preferred or required): Associate's degree in business, finance, or a related field required, Bachelor's degree preferred 2+ years of experience at a financial services firm preferred Knowledge of financial markets and technology required Strong analytical and problem-solving skills with a focus on process improvement required Attention to Detail - Meticulous and accurate in trade execution and reporting required CRM software experience preferred; Salesforce preferred Portfolio management software experience required, Addepar preferred Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required Position Requirements and Skills: Maintain a professional attitude and appearance Possess the ability to connect with a variety of personalities Live out Faithward Formula Exhibit strong leadership skills - leads by example and helps motivate others to do their best Utilize extremely strong phone skills - high energy and passion for helping others Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line Be enthusiastic about providing the best possible customer service for clients and customers Possess a roll up your sleeves, and all hands-on deck mentality to cross-functional tasks and assignments Be self-motivated and results driven with proven ability to succeed - desire to grow both professionally and personally Possess strong relationship management and the ability to drive multiple tasks to completion successfully Be a resourceful team player and a positive “can-do” attitude Have the ability to work in a fast-paced environment Think and act like an entrepreneur and take an ownership mentality in all that is done in this position Be detail oriented and helpful Have the ability to perform accurate data entry within specified time frames Possess the ability to use or quickly learn specific CRM and other business software Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization Possess excellent organization, problem solving, and planning skills Demonstrate excellent time management skills and ability to adhere to schedules/deadlines Be dependable and safety oriented Have the ability to work some nights and weekends as needed Produce a negative pre-employment drug screen and have the ability to pass a criminal background check Maintain a good attendance record and travel as required

Function 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. 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 Western Division. The branches include: Thorndale, South Coatesville, Parkesburg, Oxford, Lancaster, Downingtown, Lancaster - Rohrerstown Rd. 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

Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Financial Representative** Full Time 30+ days ago Requisition ID: 1009 Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships. Refer clients to other consultants if the need for additional technical expertise dictates or as the financial relationship grows beyond the level assigned to the position. May also receive referrals from other consultants to place new business regarding a specific product. Emphasis will be placed on insurance products and investment and charitable options offered through Everence Asset Management. If desired, and with adequate progress, this position can become a Financial Consultant or Financial Planner in future years. Salaried position with bonus opportunities. **RESPONSIBILITIES AND DUTIES** - Build trust with clients through professional competency and empathy. - Function effectively as part of a team of consultants approach. - Acquire and maintain a working knowledge of all Everence-offered products and services and refer new business opportunities accordingly. - Master all paperwork and systems necessary to provide daily service for the assigned Everence relationships. - Attend to all service issues from assigned block of clients quickly, thoroughly, and professionally. - Complete Everence's onboarding process for financial consultants. - Regularly contact (in person, by phone, video, or mail) each client who has been assigned to for cross-sale opportunities. - Personally meet with new clients (at the assigned office) to develop relationships and assist clients in reaching their goals. - Be responsive to referrals provided by other colleagues, specifically within developed areas of expertise. - Generate new business and the sale of new products within assigned areas. **QUALIFICATIONS** Education: College degree preferred; willingness to pursue other industry designation(s) License(s) - If not currently licensed, attain appropriate licensing for respective products, including but not limited to Pennsylvania Life & Health Licensure and appointment with Everence Trust Company - Complete continuing education credits and compliance requirements as needed to maintain all licenses Experience: Administrative or sales experience; preferably in the financial services industry Skills and Abilities: - Appreciation for the mission of integrating faith and finance within Mount Joy's diverse community - Self-disciplined and demanding of oneself; self-starter; energetic - Service motivation to build long-term relationships - High attention to detail and organization - Excellent communication and interpersonal skills; respectful, diplomatic, and professional in interacting with others - Ability to explain complex financial concepts in an easily understood manner - Willingness to follow a process of uncovering needs among existing Everence clients to personally generate new business and/or refer opportunities to other colleagues - Enthusiasm toward phone work in a fast-paced environment; no call reluctance - Results-oriented, strong follow-through skills - Proven problem-solving skills - Ego strength (resiliency) - Proficient with Windows-based software, Microsoft Office Suite **SUPERVISORY RESPONSIBILITIES:** None **SCHEDULE:** Full-time

Salary Range: $21.18 - $25.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and requires weekends and evenings #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 applicants for employment and colleagues 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. 01/31/2025

Salary Range: $21.18 - $25.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and requires weekends and evenings 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 At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. 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

Contract type: Full-time Industry: Financial Services Date published: 11-01-2024 **About the role** Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. **About Modern Woodmen of America** Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. * Our representatives provide financial guidance and products to help members protect their families and their futures. * Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. * Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. **About you** * Show integrity and character. * Demonstrate leadership skills. * Team-oriented. * Focus on results/success driven. * Can or have overcome adversity. * Grow by helping others. * Show volunteer spirit in the community. * Look for self-improvement opportunities. * Enjoy building long-term relationships. * Credible, trustworthy and honest. **Education and training** Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. **Qualifications** * Passion for bettering members' financial lives. * Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). * Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. **Benefits and perks** * Paid medical and dental insurance. * 401(k) retirement plan with company match. * Noncontributory pension plan. * Group term life insurance. * Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Sales and Service Associate I, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Mechanicsburg, PA at the Silver Spring Square branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

* 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's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .

**Overview:** Shipley Energy is looking for a Seasonal or Full-Time Heating Oil Delivery Driver who will make routine deliveries to existing customers in the York, PA location and surrounding areas. Also looking for drivers in the Mechanicsburg, PA and Adamstown, PA. **Job opening:** CDL-B Delivery Driver **Reporting location:** York, PA **Daily Radius/Travel:** Local deliveries (MD, PA, WV areas) **Rates/Pay:** $25/hour (overtime after 8 hours) M-F Vacation: 20 days paid time off, paid company holidays **Benefits/Bonus:** Comprehensive benefits package, 401K (30% contribution match up to 3% of salary) **Experience required:** Valid CDL Class B (minimum) (Tanker and Hazmat endorsement) **Endorsements required:** Tanker and Hazmat endorsement **Other requirements:** 1-3 years experience preferred, 21 years of age according to DOT requirements, Ability to perform and meet the physical demands of the role **Job Location:** Adamstown Mechanicsburg York

Come work for one of the top community banks in the country! Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County. Our Fidelity Bankers work to provide clients the very best experience, whether completing a simple transaction, or having a more in-depth consultative discussion. Personal Bankers assist clients with a variety of banking needs like opening new accounts, educating them on products and services, and demonstrating the ease-of-use of mobile and digital banking tools, while working to achieve established customer service and sales objectives. Our most successful bankers truly care about people, are technically adept, and like to be an active part of a team. The Bank provides all the training and mentorship you need to support your success as a Fidelity Banker. A minimum of one year in the banking industry is preferred, but not required. If you're looking for a career with plenty of growth potential and have the desire to truly make a difference in the lives of clients, we want to talk with you.

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: **************************************************************************

Provide service, basic planning, and product sales for an assigned group of clients in the Central Penn core market. Actively search for opportunities to deepen relationships with existing Everence clients, with a secondary focus on establishing new Everence relationships. Refer clients to other consultants if the need for additional technical expertise dictates or as the financial relationship grows beyond the level assigned to the position. May also receive referrals from other consultants to place new business regarding a specific product. Emphasis will be placed on insurance products and investment and charitable options offered through Everence Asset Management. If desired, and with adequate progress, this position can become a Financial Consultant or Financial Planner in future years. Salaried position with bonus opportunities. **RESPONSIBILITIES AND DUTIES** - Build trust with clients through professional competency and empathy. - Function effectively as part of a team of consultants approach. - Acquire and maintain a working knowledge of all Everence-offered products and services and refer new business opportunities accordingly. - Master all paperwork and systems necessary to provide daily service for the assigned Everence relationships. - Attend to all service issues from assigned block of clients quickly, thoroughly, and professionally. - Complete Everence's onboarding process for financial consultants. - Regularly contact (in person, by phone, video, or mail) each client who has been assigned to for cross-sale opportunities. - Personally meet with new clients (at the assigned office) to develop relationships and assist clients in reaching their goals. - Be responsive to referrals provided by other colleagues, specifically within developed areas of expertise. - Generate new business and the sale of new products within assigned areas. **QUALIFICATIONS** Education: College degree preferred; willingness to pursue other industry designation(s) License(s) - If not currently licensed, attain appropriate licensing for respective products, including but not limited to Pennsylvania Life & Health Licensure and appointment with Everence Trust Company - Complete continuing education credits and compliance requirements as needed to maintain all licenses Experience: Administrative or sales experience; preferably in the financial services industry Skills and Abilities: - Appreciation for the mission of integrating faith and finance within Mount Joy's diverse community - Self-disciplined and demanding of oneself; self-starter; energetic - Service motivation to build long-term relationships - High attention to detail and organization - Excellent communication and interpersonal skills; respectful, diplomatic, and professional in interacting with others - Ability to explain complex financial concepts in an easily understood manner - Willingness to follow a process of uncovering needs among existing Everence clients to personally generate new business and/or refer opportunities to other colleagues - Enthusiasm toward phone work in a fast-paced environment; no call reluctance - Results-oriented, strong follow-through skills - Proven problem-solving skills - Ego strength (resiliency) - Proficient with Windows-based software, Microsoft Office Suite **SUPERVISORY RESPONSIBILITIES:** None **SCHEDULE:** Full-time **Location** Mount Joy, PA (Onsite) **Experience** Not Specified **PROCESSING APPLICATION** Hold tight! We're comparing your resume to the job requirements… Based on your it doesn't look like you meet the requirements from the employer. You can still apply if you think you're a fit. Job Requirements of Financial Representative: * **Employment Type:** Full-Time * **Location:** Mount Joy, PA (Onsite)

Salary Range: $21.18 - $25.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and requires weekends and evenings #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 applicants for employment and colleagues 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. 01/31/2025

Salary Range: $21.18 - $25.47 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and requires weekends and evenings #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 At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. 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