Post job

Investment banker jobs in Jackson, NJ - 331 jobs

All
Investment Banker
Personal Banker
Banker
Relationship Banker
Finance Representative
Finance Service Representative
Investment Banking Internship
Investment Associate
Finance Service Advisor
  • Relationship Banker - Somerset-Hunterdon Market

    Bank of America 4.7company rating

    Investment banker job in Scotch Plains, NJ

    Westfield, New Jersey;South Plainfield, New Jersey; Scotch Plains, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $29k-37k yearly est. 3d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • J.P. Morgan Wealth Management - Private Client Investment Associate

    JPMC

    Investment banker job in Freehold, NJ

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $92k-158k yearly est. Auto-Apply 60d+ ago
  • 2026 Jencap Summer Insurance Internships- Atlanta, Houston, Springfield, MO, Red Bank, NJ and NYC

    Jencap 4.2company rating

    Investment banker job in Red Bank, NJ

    Job Description Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture - with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. 2026 Summer Insurance Internships- Multiple Locations Why consider an internship with Jencap, a leading national wholesaler? We are offering you a unique experience that will be both challenging and rewarding in addition to providing you with hands-on experience! The Internship Program will run for eight weeks beginning in June 2026. As an intern you will: Be assigned mentors and have a working relationship with them. Shadow staff members and join team meetings and activities. Be assigned meaningful work assignments with one of our core business units: Brokerage or Delegated Binding Authority Regularly engage with the Vice President of Training & Development and other interns on training and education hubs. Participate in a group assignment with other interns offering meaningful ideas through a final presentation to Jencap leaders at the end of the internship. Hiring in multiple Jencap offices: Redbank, NJ; Atlanta, GA; Springfield, MO; Houston, TX and NY, NY Who are our ideal candidates? Ambitious, Professional, Committed, Collaborative, Positive, Hardworking, Ethical Qualifications: Completion of two or more business courses at an accredited college Rising Senior status, May 2027 graduate Business major Application Requirements: Apply online and include a resume with a cover memo. Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place. Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together. Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
    $81k-130k yearly est. 29d ago
  • Private Client Banker - Lakewood Madison Ave, NJ - NJ Monmouth Ocean Market

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Lakewood, NJ

    JobID: 210700308 JobSchedule: Full time JobShift: Base Pay/Salary: Lakewood,NJ $22.50-$30.29 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. * Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience in cultivating relationships with affluent clients. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $51k-120k yearly est. Auto-Apply 9d ago
  • Citizens Banker

    Citizens 2.9company rating

    Investment banker job in Spring Lake Heights, NJ

    Starting Salary: $24.50 / hour and up 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. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. 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 to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $27.16- $29.52 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** 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) 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. 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. 02/09/2026
    $27.2-29.5 hourly 2d ago
  • Servicing Financial Advisor

    CSI Group 4.3company rating

    Investment banker job in Wall, NJ

    Servicing Financial Advisor CSI Group Advisors Advisors At CSI Group Advisors, our mission is clear: to simplify financial security and remove uncertainty for Americas middle class. Were a trusted financial partner providing personalized guidance across investments, insurance, financial planning, and retirement strategiesall delivered through a collaborative, values-driven culture built on Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset (CAPTAG). Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans. Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies. Provide comprehensive guidance across investments, insurance, retirement, and estate planning. Build and manage customized portfolios tailored to each clients financial objectives. Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions. Collaborate with internal specialists to deliver seamless, coordinated support for every member. Client Relationship Management Build and maintain long-term, trust-based relationships with CSI members provided through the firm. Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance. Communicate financial concepts and recommendations clearly and confidently. Serve as a consistent, reliable point of contact to ensure every members needs are met promptly and professionally. Business Growth & Collaboration Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience. Participate in educational events, workshops, and community outreach to strengthen member engagement. Contribute to a collaborative team culture that reflects CSIs CAPTAG values. Operational Excellence Maintain accurate records and ensure compliance with firm and regulatory standards. Conduct ongoing research to stay current on market trends and member solutions. Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications Bachelors degree in Finance, Business, Economics, or a related field. Five or more years in the financial services industry working directly with clients. Three or more years of advisory experience, including creating and customizing financial plans and portfolios. Series 65 license required. Life Insurance license required. Strong understanding of investment products, risk management, and retirement strategies. Excellent interpersonal, communication, and presentation skills. Proven ability to work both independently and collaboratively as part of a team. Commitment to integrity, accountability, and a client-first mindset. Ideal Attributes Passion for helping families achieve financial confidence and peace of mind. Entrepreneurial mindset with strong self-motivation and follow-through. Team-oriented and collaborative, aligned with CSIs CAPTAG culture. Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors No prospecting or client acquisition required CSI provides all clients. Opportunity to work both independently and alongside experienced Lead Advisors. Exposure to a large and expanding member base with diverse financial needs. Purpose-driven organization focused on empowering Americas middle class. Competitive compensation structure, professional growth, and advancement opportunities.
    $55k-94k yearly est. 21d ago
  • Student Finance Representative

    American Institute 4.0company rating

    Investment banker job in Toms River, NJ

    American Institute, founded in 1924 as the Hartford Secretarial School, provides hands-on training for careers in the world of business, legal, allied healthcare, diagnostic medical sonography, and information technology. Recognizing our single, well-defined teaching mission: reflecting job market demands with flexibility in identifying and incorporating new programs to give our graduates an edge in today's competitive job market. Summary: The Student Finance Advisor assists prospective American Institute students in all pre-enrollment aspects of the financial aid process by providing accurate information regarding funding. In addition, the Student Finance Advisor services current and former students by providing superior customer service, Financial Aid processing, and loan counseling. A Student Finance Advisor's breakdown of activities varies depending on the team to which he/she is assigned, the current needs of the department, and the discretion of the Director of Student Finance. As a full-time team member, you will have access to the following benefits: Medical (including prescription), Dental, Vision (UMA subsidized) FSA/HSA (Depending on Medical Plan chosen) Basic Life Insurance (UMA paid) Additional Voluntary Life Insurance (Team Member paid) Employee Assistance Program - EAP (UMA paid) Long Term Disability (UMA paid) Short Term Disability (Team Member paid) Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid) Paid Time Off - 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age) Pet Insurance Identity Theft Protection Essential Duties and Responsibilities include the following. Other duties may be assigned: Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, loan management and financial planning; individualizes information to the particular needs and situation of the Answers questions, inquiries or requests from students, regarding financial aid programs and eligibility as well as Alternative Funding Sources Able to evaluate and resolve student inquiries, issues, and problems and ensure that the appropriate action is taken to the satisfaction of the student Maintain telephone coverage during assigned shift and be available to answer inbound calls from students and internal customers Assist students in all aspects of the financial aid process via telephone or e-mail by delivering accurate, up-to-date information in a calm, polite, professional demeanor Be able to advise the student on Loan/Grant Eligibility Status and provide guidance/follow up where resolution is needed Be able to assist the students with completing necessary Financial Aid documents by providing guidance in a calm, professional manner Be able to provide accurate information regarding student's Financial Aid by referencing to training materials Act in compliance with Federal and Institutional regulations Adhere to set schedule Acquire, enter, edit, and update Student Data in various internal and external systems Attend required training sessions Follow all Standard Operating Procedures Assists the business to maintain higher enrollment conversion rates by providing exceptional customer service to our students Meet assigned productivity goals Anticipated starting salary is based on experience and qualifications. Compensation Range $20 - $25 USD OUR CORE VALUES Caring We believe every student has the potential to be successful in a rewarding career, with the right support. We partner with you from your first day of classes through your search for a job after graduation. Respect We view everyone who enters American Institute as a productive adult who deserves respect and the opportunity to excel. Our staff and instructors are dedicated to helping you achieve your goals and realize your potential. Service American Institute is committed to the professional and academic success of each student by actively seeking opportunities to provide service both within the campus as well as within the surrounding community. Integrity We look forward, not backward. No matter where you come from or what obstacles you've faced in the past, we believe your future is yours to create. Accountability When you commit to us, we commit to you. When you walk into American Institute, we focus on helping you continue to move forward, so you can create the life you want to live. Innovation We know that the sooner you have the knowledge and skills you need to begin your career, the sooner you can become successful. American Institute offers focused, practical training that gets you out of the classroom and on your way faster than you thought possible.
    $20-25 hourly Auto-Apply 9d ago
  • Private Client Banker - Morrisville Plaza Blvd - Morrisville, PA

    Chase 4.4company rating

    Investment banker job in Morrisville, PA

    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: **************************************************************************
    $32k-59k yearly est. Auto-Apply 60d+ ago
  • Entry-Level Financial Representative

    Evolution Financial Group

    Investment banker job in Southampton, NJ

    Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Attend hybrid meetings, including in-person team collaboration, as required. Develop client relationships and provide tailored financial strategies. Participate in structured coaching and mentorship programs. Qualifications: Competitive mindset with a history of leadership or achievement. No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Excellent communication and relationship-building abilities. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $30k-60k yearly est. 29d ago
  • Private Banker

    Mid Penn Bancorp 3.9company rating

    Investment banker job in Bristol, PA

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. 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. Position Overview The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures. Essential Duties and Responsibilities * Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development. * Shares the value of Private Banking with clients who may be eligible * Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems. * Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs. * Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs. * Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs. * Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities. * Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week. * Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. * Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement. * Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area. * Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process. Education and Qualifications * A B.S. or B.A. degree in a related field normally required; specialized banking education and training. * A minimum of five (5) to seven (7) years' experience in related positions normally required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement 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 Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $34k-59k yearly est. 38d ago
  • Jr. Investor Relations Associate

    Apex Capital Group 4.2company rating

    Investment banker job in Kendall Park, NJ

    JR. Investor Relations Associate Compensation: $18 per hour Hours: 20 hrs per week About Us APEX CAPITAL GROUP is a dynamic real estate investment firm specializing in rental portfolios, income funds, and fix -and -flip projects. We manage multi -million -dollar investments and provide strategic financial growth opportunities for our investors. Job Summary We are seeking an ambitious and proactive Investor Relations Associate to join our team. This entry -level role is ideal for a junior or senior business student eager to gain hands -on experience in investment management, investor relations, and business development. Key Responsibilities: * Follow -up & Nurture Investor Pipeline: Engage with potential investors, track communications, and provide timely follow -ups to maintain relationships and build trust. * Conduct Initial Investor Consultations: Set up and conduct introductory meetings with investors, clearly articulating our investment strategies and opportunities. * Lead Generation & Outreach: Attend networking events, industry conferences, and company -sponsored functions to represent APEX CAPITAL GROUP and generate investor leads. * Investor Communication: Assist in drafting emails, newsletters, and reports to keep investors informed about ongoing projects and opportunities. * Database Management: Maintain accurate records of investor interactions and update CRM tools to track engagement and follow -ups. * Market Research & Industry Insights: Stay updated on market trends, competitor analysis, and industry developments to enhance investor conversations. * Workload is 10 -20 hours per week RequirementsMinimum Qualifications: * Currently enrolled in a junior or senior year of a Business, Finance, Economics, or related program. * Strong communication and interpersonal skills with a professional demeanor. * Highly organized, detail -oriented, and able to manage multiple tasks efficiently. * Self -motivated with a proactive approach to networking and relationship building. * Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with CRM software is a plus. * Prior experience in sales, customer service, or finance is beneficial but not required. BenefitsBenefits & Growth Opportunities * Hands -on experience in investment management and investor relations. * Networking opportunities with industry professionals and high -net -worth investors. * Potential for full -time employment post -graduation based on performance. * Compensation: $18//hour + Bonuses How to Apply Interested candidates should submit their resume and a brief cover letter explaining their interest in the role to:shomail@investwith APEX.com
    $18 hourly 60d+ ago
  • Global Trade Finance Rep III (US)

    TD Bank 4.5company rating

    Investment banker job in Mount Laurel, NJ

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** _The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received._ **Onsite** **Location: 6000 Atrium Way Mt Laurel NJ** **Schedule: Monday-Friday 8:30am-5:00pm EST** **Depth & Scope:** + Acts as a resource for Global Trade Finance Rep I and II + Receives new letters of credit and/or amendment for issuance or advising + Reviews for compliance and consistency with letter of credit terms + Processes, accepts, and/or affects payments on Import/Export Documentary Collections + Answers and resolves investigations and Customer inquiries + Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated + Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies + Assists account officers with clarifications of terms, pricing, and discrepancies + Informs manager of any Customer issues + Collects and processes fees + Maintains high level of technical and procedural expertise including knowledge of company products and services + Maintains high level of understanding of letter of credit products **Education & Experience:** + High School Diploma or GED + 5-7 years of related experience + Excellent Customer Service skills + PC Literate + Expert product knowledge + Strong knowledge and experience of International Trade Products + Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections + Team Player **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $24-33.5 hourly 50d ago
  • Personal Banker - Hamilton - Full-time

    Provident Bank 4.7company rating

    Investment banker job in Hamilton, NJ

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business. Service Identify opportunities with customers and prospective customers through lobby management. Assist customers and prospective customers with digital technologies and provide referrals to other lines of business. Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards Responsible for sales and service Execute expectations for a positive customer service experience Operations Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations Leverages lobby management as a tool for controlling and mitigating risk Establishes customer identity according to guidelines and adheres to all other compliance procedures Assists branch management with branch operations as needed Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions Assists in training other branch employees Provides support to the contact center when there are high call volumes Handles customer inquiries by telephone Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: High school diploma or GED Minimum of 6 months of sales and service experience in a customer facing retail environment Strong interpersonal skills, including listening, written and verbal communication Ability to work a flexible schedule based upon the needs of the business Demonstrations positive and professional demeanor with all customers and co-workers Strong math and analytical skills Understand and adhere to safety and security practices Demonstrate and apply good relationship building skills Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities Strong customer service/advocacy skills Strong organizational and time management skills Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: Prior Retail banking experience Life and Health Licenses to support investment program WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $17.90 - $22.36 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $17.9-22.4 hourly 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott Morris-State Farm Agent

    Investment banker job in Newtown, PA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
    $29k-55k yearly est. 27d ago
  • Personal Banker - South Freehold - Full-time

    Provident Financial Services 4.5company rating

    Investment banker job in Freehold, NJ

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales * Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers * Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services * Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner * Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships * Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business. Service * Identify opportunities with customers and prospective customers through lobby management. * Assist customers and prospective customers with digital technologies and provide referrals to other lines of business. * Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards * Responsible for sales and service * Execute expectations for a positive customer service experience Operations * Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations * Leverages lobby management as a tool for controlling and mitigating risk * Establishes customer identity according to guidelines and adheres to all other compliance procedures * Assists branch management with branch operations as needed * Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments * Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions * Assists in training other branch employees * Provides support to the contact center when there are high call volumes * Handles customer inquiries by telephone * Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: * High school diploma or GED * Minimum of 6 months of sales and service experience in a customer facing retail environment * Strong interpersonal skills, including listening, written and verbal communication * Ability to work a flexible schedule based upon the needs of the business * Demonstrations positive and professional demeanor with all customers and co-workers * Strong math and analytical skills * Understand and adhere to safety and security practices * Demonstrate and apply good relationship building skills * Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities * Strong customer service/advocacy skills * Strong organizational and time management skills * Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office * Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: * Prior Retail banking experience * Life and Health Licenses to support investment program WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. * Lifting from 5 to 25 lbs. (Coins) * Prolonged sitting/standing * Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $17.90 - $22.36 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $17.9-22.4 hourly 31d ago
  • Global Trade Finance Rep III (US)

    TDI 4.1company rating

    Investment banker job in Mount Laurel, NJ

    Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Global Trade Finance Representative III works with relationship managers by answering emails, confirming documents for renewal and working with amendments on stand by letters. They will ensure all proper documents, approvals and credit approvals are received. Onsite Location: 6000 Atrium Way Mt Laurel NJ Schedule: Monday-Friday 8:30am-5:00pm EST Depth & Scope: Acts as a resource for Global Trade Finance Rep I and II Receives new letters of credit and/or amendment for issuance or advising Reviews for compliance and consistency with letter of credit terms Processes, accepts, and/or affects payments on Import/Export Documentary Collections Answers and resolves investigations and Customer inquiries Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies Assists account officers with clarifications of terms, pricing, and discrepancies Informs manager of any Customer issues Collects and processes fees Maintains high level of technical and procedural expertise including knowledge of company products and services Maintains high level of understanding of letter of credit products Education & Experience: High School Diploma or GED 5-7 years of related experience Excellent Customer Service skills PC Literate Expert product knowledge Strong knowledge and experience of International Trade Products Demonstrated knowledge of rules and regulations that govern Letters of Credit and/or Documentary collections Team Player Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $17k-30k yearly est. Auto-Apply 3d ago
  • Personal Banker Supervisor - Hamilton, NJ

    First Bank Nj 3.8company rating

    Investment banker job in Hamilton, NJ

    The Personal Banker Supervisor provides exceptional sales and service to existing and prospective customers. Assists in creating and fostering a cohesive team and promoting a positive work environment. Demonstrate sound judgement and accountability with operational standards. They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers. In the absence of the Branch Manager or Assistant Branch Manager, will be responsible for overall branch management including but not limited to operations, sales management and productivity. Duties & Responsibilities: 1. Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services in a positive professional and efficient manner. 2. Meet sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers. 3. Participates in both internal and external sales activities including community and networking events 4. Assures quality of customer service and adherence to bank standards. 5. Establishes customer identity according to established guidelines and adheres to all other compliance procedures. 6. Assists with supervision, coaching and development of Personal Bankers. 7. Open new accounts. 8. Balance teller drawer daily 9. Handling daily branch proofs, including the ATM and Vault. 10. Performing Audits 11. Participate in the daily branch opening and closing 12. Decision overdraft report in absence of Manager or Assistant Manager. 13. Maintain customer confidence and protect the bank by adhering to all policies and procedures. 14. Assumes additional responsibilities as required. Qualifications * Bachelor degree preferred * High school diploma/GED * Two or more years of related experience in Financial Services industry * Basic knowledge of retail product philosophy, policy, procedures, documentation and systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Effective selling and referral skills * Strong verbal and written communication skills * Ability to work a schedule that includes Saturdays Job Type: Full-time Pay: From $45,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid time off * Referral program * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday * Weekends as needed Experience: * Cash handling: 1 year (Preferred) * Banking: 2 years (Required) * Customer service: 1 year (Preferred) Ability to Relocate: * Hamilton, NJ 08690: Relocate before starting work (Required) Work Location: In person
    $45k yearly 33d ago
  • Personal Banker Rover Northern Ocean

    Wells Fargo 4.6company rating

    Investment banker job in Lakewood, NJ

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving 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: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * 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 travel 100% of the time within the district * Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) * 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 is not eligible for Visa sponsorship * 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 Posting Location(s): * 297 Rte 72 W MANAHAWKIN, NJ 08050-2890 United States of America * 800 W Main St FREEHOLD, NJ 07728-2554 United States of America * 3001 Route 9 N HOWELL, NJ 07731-3304 United States of America * 425 W Kennedy Blvd LAKEWOOD, NJ 08701-1240 United States of America * 730 Jamaica Blvd TOMS RIVER, NJ 08757 United States of America * 2115 W County Line Rd JACKSON, NJ 08527-2399 United States of America * 501 Route 530 MANCHESTER TOWNSHIP, NJ 08759 United States of America * 2 S Colonial Dr, Rte 37 (west) MANCHESTER TOWNSHIP, NJ 08759-6503 United States of America * 144 E Main Street TUCKERTON, NJ 08087 United States of America * 1214 Hooper Ave TOMS RIVER, NJ 08753-3399 United States of America * 2360 Rte 9 TOMS RIVER, NJ 08755 United States of America Pay Range: This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.
    $25k-36k yearly est. 3d ago
  • Personal Banker Rover Northern Ocean

    W.F. Young 3.5company rating

    Investment banker job in Manahawkin, NJ

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Roving 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: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs 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 travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) 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 is not eligible for Visa sponsorship 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 Posting Location(s): 297 Rte 72 W MANAHAWKIN, NJ 08050-2890 United States of America 800 W Main St FREEHOLD, NJ 07728-2554 United States of America 3001 Route 9 N HOWELL, NJ 07731-3304 United States of America 425 W Kennedy Blvd LAKEWOOD, NJ 08701-1240 United States of America 730 Jamaica Blvd TOMS RIVER, NJ 08757 United States of America 2115 W County Line Rd JACKSON, NJ 08527-2399 United States of America 501 Route 530 MANCHESTER TOWNSHIP, NJ 08759 United States of America 2 S Colonial Dr, Rte 37 (west) MANCHESTER TOWNSHIP, NJ 08759-6503 United States of America 144 E Main Street TUCKERTON, NJ 08087 United States of America 1214 Hooper Ave TOMS RIVER, NJ 08753-3399 United States of America 2360 Rte 9 TOMS RIVER, NJ 08755 United States of America Pay Range: This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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. 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.
    $24k-28k yearly est. Auto-Apply 4d ago
  • Financial Services Representative State Farm Agent Team Member

    Manny Coby-State Farm Agent

    Investment banker job in Martinsville, NJ

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If youre looking to join an experienced agency where your contributions are valued and your growth is supported, Mannys team could be the perfect place for you. POSITION OVERVIEW: Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. REQUIREMENTS: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $24k-46k yearly est. 20d ago

Learn more about investment banker jobs

How much does an investment banker earn in Jackson, NJ?

The average investment banker in Jackson, NJ earns between $93,000 and $285,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Jackson, NJ

$163,000
Job type you want
Full Time
Part Time
Internship
Temporary