Investment Banking Associate
Investment Banker Job 31 miles from Hershey
QUAD is currently seeking an Investment Banking Associate from PE or IBanking for our Wayne area client. In office; local candidates only.
The Associate will be responsible for developing expert knowledge of industries and companies, consulting with and evaluating management teams, developing financial models, creating documentation of findings, evaluating portfolio company performance, and assisting with portfolio company growth strategies.
Skills/ Competencies:
Bachelor's degree
IBanking or PE industry experience required
1-3 years management consulting or investment banking experience
Advanced Excel proficiency, with emphasis on financial modeling and valuation
Strong communication skills
Additional Details:
Total compensation: $150k total compensation
Employment Type: Direct Hire
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ***********************************************
College Financial Representative [Spring/Summer 2025]
Investment Banker Job 19 miles from Hershey
IT ALL STARTS WITH A GREAT INTERNSHIP.
College Financial Representatives in the internship program at Northwestern Mutual - Mechanicsburg are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Get licensed with your Life, Accident, and Health insurance license
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (June 2024)
Top 100 Internship Programs, Yello x WayUp (2024)
5.1+ million clients and growing2
Unsurpassed financial strength with total company assets of $366 billion3
Philadelphia Inquirers Top Workplaces 2024
Forbes' Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
VIDEOS TO WATCH
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1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of December 31, 2023
3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
Relationship Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
Investment Banker Job 12 miles from Hershey
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.
Proprietary Equity Trader Position
Investment Banker Job 12 miles from Hershey
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Consultant, Operations & Technology Transformation - Investment & Wealth Management
Investment Banker Job 19 miles from Hershey
What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources.
Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients' priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency.
Who we serve
Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies.
Candidate profile
The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff.
Your role
You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations.
Required Qualifications
+ Bachelor's Degree
+ 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution
+ 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
+ 2+ years hands on experience with PowerPoint
+ 2+ years experience leading workstreams and/or small teams within the context of a larger project
+ Travel up to 50%
Preferred Qualifications
+ 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank
+ High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation
+ Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
+ Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint)
+ Information for applications with a need for accommodation: ************************************************************************************************************
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,225 - $155,375.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
FT Community Banker - Lititz
Investment Banker Job 20 miles from Hershey
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.
Senior Financial Service Representative (Universal Banker) - Western Division
Investment Banker Job 24 miles from Hershey
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
Financial Representative
Investment Banker Job 31 miles from Hershey
Organization : NamePHILADELPHIA PADefault: Location : CityWAYNEOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.
The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc.
, in a timely manner.
Operate an automobile during both day and night hours.
Qualifications High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.
e.
, Series 6 & 63, CPA, etc.
) Obtain and hold State Life and Health license prior to hire.
Position Demands Access to an automobile and ability to maintain a valid driver's license.
Private Client Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
Investment Banker Job 12 miles from Hershey
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
Investment Banker Job 12 miles from Hershey
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - Greater Lehigh Valley Market Hire - Harrisburg, PA
Investment Banker Job 12 miles from Hershey
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: **************************************************************************
Financial Representative 2 (756927)
Investment Banker Job 12 miles from Hershey
Financial Representative 2
Number of Hours/Week: 37.5
Is Travel Required: No
If Travel is Required, how often: N/A
Minimum Qualifications MINIMUM EXPERIENCE AND TRAINING:
A bachelor's degree is preferred. A combination of education and experience will also be considered
Must understand financial statements (Income Statement, Balance Sheet, Cash Flow Statement)
Advanced Computer skills to include, but not limited, to Microsoft Office Products, especially Excel
Role Description:
Job Duties
Conduct analysis of provider cost report data
Analyze and recommend rate appeal amounts based on financial data.
Develop project plan and tracking mechanism to resolve outstanding ICF waiver appeals.
Provide ad-hoc analyses as requested.
Will work with Microsoft Excel daily, and should be proficient.
About Us:
TulaRay partners with clients to create staffing solutions that meet unique organizational needs. Our services are designed to reduce administrative burdens, protect your brand, and improve assignment time-to-fill. We believe that mutually successful client relationships are built on lasting quality and exceptional customer service. We pride ourselves on our uncompromising commitment to high-quality emergency management & healthcare personnel, while ensuring that our clients are taken care of with personalized attention. TulaRay manages total compliance and respectfully supports hundreds of professionals and patient-centered programs.
TulaRay is proud to be an affirmative action employer and is committed to providing equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a disability or special need that requires accommodation, please let us know by visiting our website at tularay.com
Personal Banker
Investment Banker Job 24 miles from Hershey
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 [in a Universal Branch or in an In-store Branch], you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in [city/state location of position] at the [branch name] branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred 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.
Bank Protection Weekends Day Shift
Investment Banker Job 12 miles from Hershey
Allied Universal , North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!
Job Description
*Now Hiring WEEKEND, DAY-SHIFT Security Bank Protection Officers!*
Weekly Pay! - As Well As DailyPay, a Work Today, Get Paid Today Option!
Excellent Career Advancement Opportunities!
Professional Development Training Provided at No Cost!
Uniforms and Equipment Provided at No Cost!
$18.03 An Hour Starting Pay!
As a Security Officer, you will serve and safeguard clients in a range of industries such as Commercial Real Estate, Healthcare, Education, Government and more.
Responsibilities:
Provide customer service to our clients by carrying out safety and security procedures, site-specific policies and when appropriate, emergency response activities
Respond to incidents and critical situations in a calm, problem solving manner
Conduct regular and random patrols around the business and perimeter. Working environments and conditions may vary by client site.
Minimum Requirements:
*Must be 21 years of age or older*
*Must have 6+ months of Security experience or the equivalent*
*Access Control and Access Badge experience preferred*
*Must have intermediate computer skills*
*Must have exceptional customer service and communication skills*
*Must be able to walk and stand for long periods of time*
*Must be able to work outdoors in the elements*
Possess a high school diploma or equivalent, or 5 years of verifiable experience
As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws. Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws.
As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law.
Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment.
*A valid driver's license will be required for driving positions only
Perks and Benefits:
Health insurance and 401k plans for full-time positions
Schedules that fit with your personal life goals
Ongoing paid training programs and career growth opportunities
Employee discounts through our perks program to your favorite restaurants, entertainment venues and much more…
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2025-1329233
Senior Financial Center Associate - Camp Hill, PA
Investment Banker Job 14 miles from Hershey
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Sr. Financial Center Associate in Camp Hill, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
Operates and balances cash drawer accurately and efficiently.
Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
Actively participates and promotes financial center sales and service programs and team events.
Has a working knowledge of all essential duties assigned to the Financial Center team.
Ensures financial center associates are accurately operating a drawer and back counter processing system.
Manages the daily settlement of the ATM.
Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
Provide safe deposit box services to customers as needed.
Orders all currency and coin for the office; ships extra money.
Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
Authorizes payment of checks above the financial center limit.
Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
Ensures the preparation of reports as assigned by financial center management.
Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits.
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status.
We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Banking Specialist II
Investment Banker Job 24 miles from Hershey
The Banking Specialist II will serve as a primary representative for the financial center in both processing paying/receiving transactions for client requests and supporting client servicing and new account requests. This position will demonstrate strong client conversational skills utilizing the Bank defined conversation strategy. In addition, the Banking Specialist II will engage in conversational discovery with a client, aligning the needs of the client with the appropriate solution, client value recognition and commitment in a repeatable fashion to support their assigned goal attainment. The Banking Specialist II will possess good judgement and decision making skills to ensure a sound balance of maintaining all areas of risk while also considering the client experience.
A high school diploma or equivalent. Prior cash handling experience; minimum one (1) year of experience in related banking positions preferred.
Proficient reading, verbal, and written communication, mathematical, computer, and interpersonal relations skills; strong attention to detail and be organized; clear understanding of bank products and services to cross-sell to clients; adept at cross-selling bank products and services; be knowledgeable of and adhere to security procedures.
Financial Associate - Treasury
Investment Banker Job 12 miles from Hershey
Treasury Analyst As our nationwide growth accelerates, our Accounting team at our Corporate HQ in Mechanicsburg, PA plays a key role in driving forward our mission of Bringing Happiness to Every Home by creating a culture of continuous improvement with our accounting systems, processes, and guidelines.
As a Cash Management Associate at West Shore Home, you will contribute to this mission by maintaining accuracy in daily bank statement/transaction entries, taking pride in work, ensuring every entry is completed to the best ability. You will work closely with the Treasury team.
What You'll Contribute:
* Enter cash receipt entries from lending companies, troubleshoot various deposits related issues with employees and customers, and participate in cash posting related clean up and monitoring projects.
* Enter FinancialForce cash receipts entries from lending companies.
* Participate in cash posting related clean-up and monitoring projects and other cash related projects.
* Troubleshoot various deposits related issues with company employees and customers.
What It Takes to Succeed:
* Minimum 1 year of cash management or treasury experience.
* Ability to handle multiple tasks at the same time.
* Ability to explain complex transactions simply.
* Strong computer skills with all MS Office products.
* Experience with Salesforce and/or Financial Force preferred
* Associates Degree in Accounting/Finance preferred
We Invest in YOU:
* Multiple health insurance options (medical, dental, vision, accident, life, critical illness, and short- and long-term disability)
* 401K retirement plan with company match
* Paid holidays and paid time off (PTO)
* Continued training & leadership development opportunities
* Unlimited professional and personal growth potential
More to Know:
* Schedule: Non-exempt role with standard hours 8:00AM to 4:30PM
* Location: Onsite (Mechanicsburg, PA)
* Seniority Level: Associate
* Pay: Hourly
Our Growth Story
What started as a local window & door replacement company in a small Pennsylvania suburb has grown into a technology-enabled home improvement powerhouse with over 3,000 employees across 20+ states. With continued national expansion plans, we have committed ourselves to staying true to our roots with a customer-first mindset and an employee-centric culture. While we come from different backgrounds and experiences, we are aligned by our values and are driven by a common goal - becoming America's Most Admired Home Remodeling Brand.
We operate at our best when every employee works to achieve their individual potential. To facilitate this, West Shore Home actively invests in our people by providing the structure and support to challenge you as you grow professionally and offering tools to achieve personal satisfaction. If you are looking to unlock your potential and find out what you are truly capable of, there is no better place to do so.
Relationship Banker
Investment Banker Job 19 miles from Hershey
Primary Office Location: 4860 Carlisle Pike. Mechanicsburg, Pennsylvania. 17050. 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 FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Patient Financial Services Representative II - Govt. Billing - Days
Investment Banker Job 21 miles from Hershey
Schedule: Full Time Completes assigned revenue cycle tasks. Acts as SME for coworkers, assisting in the completion of Patient Financial Services tasks as needed. Performs Revenue Cycle functions including, submitting electronic and / or manual insurance claims, resolves claim edits, performs insurance account follow-up, researches claim denial for resolution and submits disputes and appeals. Represents the System in a professional manner while interacting with patients and third-party payers to achieve payment on accounts in accordance with current government and payer regulations.
Shift
Full Time, Days
Duties and Responsibilities
Essential Functions:
+ Performs various functions to complete and expedite the billing process including: - Reviews and submits Hospital and/or Physician claim forms (UB04, 1500, etc) to insurance companies via electronic or manual processes and facilitates special billing for split claims, ancillary charges, interim bills, etc.- Resolves Claim edits to facilitate timely billing and reimbursement.- Performs follow-up with insurance companies to obtain claim status, payment and to resolve claim discrepancies.- Submits itemized bills, medical records, and corrected claims as needed.- Reviews remittance advice (835) to ensure proper reimbursement.- Interacts directly with department staff, Revenue Integrity, HIM and payer representatives to resolve line level denials.- Provides trend analysis to management, leadership, and insurance liaison.- Writes and submits appeals when needed to overturn claim denials.- Accesses external payer sites for payer policies, claim investigations, and claim disputes.
+ Reviews accounts and coordinates with appropriate departments on accounts requiring precertification, preauthorization, referral forms, coding and other requirements related to ensuring claim payment.
+ Updates financial and demographic information that may have been incorrectly entered into the billing system.
+ Reviews accounts and makes written and/or verbal inquiries to third party payers to reconcile patient accounts. Follows up on accounts until outstanding insurance balance is zero.
+ Reviews third party payer payments and investigates accounts not paid as expected. Takes appropriate corrective action to include follow up, rebilling, and/or adjustment of contractual allowances.
+ Researches and works underpayment or overpayment as appropriate and works with Credits/Refunds or PRA team for refunds to third party payer per state / federal regulations or contract terms.
+ Assists Team Lead and Supervisor with onboarding and training new staff, as requested.
+ Works to resolve billing problems and/or receives insurance updates and acts as a first line of support to PFS I billing staff in resolving billing issues.
+ Identifies trends, quantifies impact, and escalates as appropriate for resolution.
+ Acts as a Team Lead in the absence of one.
+ Assumes responsibility to lead projects as requested; may also lead process improvement initiatives for the department.
Common Expectations:
+ Documents claim issues, root cause, action taken, and next steps planned in billing system.
+ Maintains department records, reports, files as required.
+ Maintains established policies and procedures, objectives, quality assessment, safety, environmental and infection control standards.
+ Participates in educational programs and in-service meetings.
+ Provides outstanding service to all; fosters teamwork; embraces positive change and practices fiscal responsibility through improvement and innovation.
Qualifications
Minimum Education:
+ High School Diploma or GED Required
Work Experience:
+ 2 years Experience in Healthcare Revenue Cycle, Patient Financial Services and/or Billing. Required
Licenses:
+ Certified Revenue Cycle Professional within 1 year Required or
+ Certified Revenue Cycle Representative within 1 year Required or
+ Certified Revenue Cycle Specialist within 1 year Required or
+ Certified Patient Accounts Manager within 1 year Required or
+ Certified Coding Associate within 1 year Required or
+ Certified Coding Specialist within 1 year Required or
+ Certified Coding Specialist - Physician Based within 1 year Required or
+ Certified Healthcare Financial Professional within 1 year Required or
+ Certified Outpatient Coder within 1 year Required or
+ Certified Professional Coder within 1 year Required or
+ Certified Professional Coder Apprentice within 1 year Required
Knowledge, Skills, and Abilities:
+ Excellent communication and interpersonal skills.
+ Familiarity with ICD-10 and CPT codes.
+ Strong knowledge of payer rules and policies.
+ Proficiency in claims editing software (SSI & Inovalon) and healthcare billing systems (Epic preferred).
+ Working knowledge of medical terms to help interpret edit resolution, claims remittance advice, medical record documentation and payer medical/payment policies.
Benefits Offered:
+ Comprehensive health benefits
+ Flexible spending and health savings accounts
+ Retirement savings plan
+ Paid time off (PTO)
+ Short-term disability
+ Education assistance
+ Financial education and support, including DailyPay
+ Wellness and Wellbeing programs
+ Caregiver support via Wellthy
+ Childcare referral service via Wellthy
Apply Now
You're unique and you belong here.
At WellSpan Health, we are committed to treating all applicants fairly and equitably, regardless of their job classification. If you require assistance or accommodation due to a disability, please reach out to us via email **********************. We will evaluate requests for accommodation on a case-by-case basis. Please note that we will only respond to inquiries related to reasonable accommodation from this email address. Rest assured, all requests for assistance or accommodation are handled confidentially, allowing applicants to share their needs openly and honestly with us.
WellSpan Health is an Equal Opportunity Employer. It is the policy and intention of the System to maintain consistent and equal treatment toward applicants and employees of all job classifications without regard to age, sex, race, color, religion, sexual orientation, gender identity, transgender status, national origin, ancestry, veteran status, disability, or any other legally protected characteristic.
Personal Banker Eastern Blvd Haines Road Branch
Investment Banker Job 21 miles from Hershey
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location:
* 50 Haines Road York PA 17402
Posting End Date:
13 Feb 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.