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  • Investor Relations Associate

    Insurance Industry 4.5company rating

    Investment Banker Job In Franklin Park, PA

    Are you a master networker? Are you an experienced financial professional seeking an opportunity to make a profound impact? Join SIMMONS, a forward thinking private equity alternative investment firm with $418+ million in AUM. We are committed to delivering unwavering confidence to our clients, ensuring their financial security today, tomorrow, and beyond any challenges life presents by providing unique real estate investment opportunities. This person MUST have a deep rolodex of high net worth investors, family offices and preferably institutional capital connections as well as be an EXPERT networker. You must possess and understanding of investment real estate, returns and convey this to potential investors. You must have a minimum of 5 years experience in this field and be able to demonstrate such with success. About Us: At SIMMONS, we are dedicated to providing our clients with alternative investment opportunities that were previously unavailable to the everyday investor. Upholding our core values of integrity, courage, personal responsibility, transformation, we place our clients' needs at the forefront of our actions. Key Responsibilities: Strategic Fundraising: Collaborate with HNW investors, family offices, insititutional capital and investors and clients to raise capital needed to acquire opportunities that we identify Holistic Approach: Provide expert guidance on investment strategies and risk management to help ensure clients' financial well-being and goals are met Client-Centric Solutions: Offer tailored solutions that address clients' unique financial circumstances, fostering long-term relationships built on trust. Networking and Outreach: Proactively expand your investor base and client base through strategic networking , referrals and outbound marketing and outreach Team Collaboration: Collaborate with colleagues to share insights and contribute to team growth. Qualifications: Must be a self starter, organized and willing to take the lead and find solutions to problems. Extensive experience in investor relations, fundraising, financial planning and investment advising Strong interpersonal skills and a passion for building meaningful client relationships. Exceptional knowledge of financial markets, products, and industry trends. Leadership abilities and a commitment to fostering a collaborative and supportive team environment. Benefits: Base salary plus lucrative commission-based opportunity. Bonus structure Access to industry-leading training and resources. Opportunities for career advancement and growth within a dynamic national network. Are you ready to bring your expertise to a dynamic team committed to transforming lives through real estate & other private equity investments? Apply today to be considered for this amazing opportunity.
    $77k-121k yearly est. 8d ago
  • Financial Planning Associate

    Duncan Financial Group 3.5company rating

    Investment Banker Job In Irwin, PA

    Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Financial Planning Associate Job Summary: The primary responsibility of the Financial Planning Associate is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance. Nature and Scope: This position works under the direction of the Associate Director of Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services. Duties and Responsibilities: Client / Advisor Support Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM Assist in preparing client-facing materials for meetings and follow up Provide support in the development of client proposals, including investment recommendations and plan summaries Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals Financial Planning Responsibilities Attend all Fact Finding, Delivery and Implementation Meetings with clients Enter all facts, create plan analysis and reporting for all plans Identify gaps and concerns and present these to the advisor prior to plan delivery Create engagement proposals as needed for prospects and clients Assist clients with the initiation and maintenance of CLIC Client Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor Track plan and subsequent sales opportunities within Redtail Collaborate on the development and modification of all marketing material for internal and external advisors Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting External Advisor Planning Responsibilities Assist with or fully develop plans within CLIC Advisor Assist external Advisors with CLIC Client Answer questions from external Advisors Guide external Advisors to DAR Financial Planning Resources Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor Team Support Establish and maintain regular meeting cadence with Advisor(s) Attend and participate in team meetings Attend or view recordings of weekly Rep Calls Collaborate with customer service associates and management to identify inefficiencies and continuously improve best practices within the department Assist the Associate Director of Financial Planning and Direct of Operations with projects and special duties as needed Support the company culture of Smart, Humble, Hungry Maintain positive and professional relationships with all departments to resolve issues and complete projects Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field preferred 5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role FINRA Securities Registration (Series 7, 63, 65, 66) required Experience with financial planning software required; eMoney preferred Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint and Outlook required Experience with Customer Relationship Management (CRM) software, i.e., Redtail, and/or Agency Management System software preferred Life, Accident & Health License preferred Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required Hours: Monday - Friday, 8:00am-5:00pm Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available) Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $50k-73k yearly est. 13d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Investment Banker Job In Plum, PA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $65k-121k yearly est. Easy Apply 60d+ ago
  • Investment Consultant

    Innovation Works, Inc. 3.8company rating

    Investment Banker Job In Pittsburgh, PA

    Job Posting: Investing Consultant Investing Consultant Type: Part-time/Contract We seek an experienced Investing Consultant to assist in establishing and managing an angel-investing framework within our organization. The ideal candidate will have a solid background in early-stage investment strategies, familiarity with venture capital and angel investment networks, and a proven record of helping startups or investors navigate the unique challenges of angel funding. Key Responsibilities: * Develop a structured angel investment framework tailored to the organization's objectives and resources. * Identify, screen, and evaluate high-potential startup investment opportunities. * Assist in setting up due diligence processes to assess investment risks, valuations, and growth potential. * Establish connections with angel investor networks, syndicates, and other potential co-investors. * Provide insights on industry trends, investment best practices, and legal considerations for early-stage funding. * Offer guidance on structuring investment terms, such as convertible notes, SAFE agreements, and equity distribution. * Educate and support internal stakeholders on best practices for angel investment. Qualifications: * Experiences: Minimum 10 years in angel investing, venture capital, or early-stage startup consulting. * Knowledge: Deep understanding of startup ecosystems, investment structuring, and financial due diligence. * Network: Established connections within the angel investing and venture capital communities. * Skills: Strong analytical, communications, and project management skills; ability to convey complex investment concepts. * Education: Bachelor's degree in Business, Finance, or a related field (MBA preferred). Why Join Us: * Opportunity to shape the organization's early-stage investment approach and make a lasting impact. * Collaborative, forward-thinking work environment. * Flexible work arrangements with opportunities for professional development. To Apply: Please submit your resume and a cover letter detailing your experience with angel investing frameworks, startup ecosystem involvement, and any notable achievements in the field to Kelley Benson, HR - [email protected] Deadline for Application: November 30, 2024
    $61k-111k yearly est. 60d+ ago
  • Corporate & Institutional Banking Undergraduate Intern - Corporate Banking - Financials and Diversified Track

    PNC 4.1company rating

    Investment Banker Job In Pittsburgh, PA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Corporate Banking, Financials and Diversified organization, you will be based in Atlanta, GA, Charlotte, NC, Chicago, IL, Houston, TX, New York, NY, or Pittsburgh, PAJob Description As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience. Corporate & Institutional Banking (C&IB) offers strategic insight and financial solutions for businesses, organizations, municipalities, and nonprofits throughout the United States and internationally. The Corporate Banking - Financials and Diversified track provides a broad exposure to business units within C&IB, structured development on-the-job and formal classroom learning. Interns possess strong problem-solving ability, interest in mastering complex products, a strong work ethic and a highly competitive nature. The Corporate Banking - Financials and Diversified track includes segments in the following lines of business: Financial Institutions Group - serves and advises clients with industry expertise in Insurance and Diversified Financial Institutions Diversified Industries Group - Serves and advises clients with industry expertise in Energy, Power & Utilities, Renewable Energy, and Metals & Mining Leasing and Transportation Finance Fintech The Corporate Banking - Financials and Diversified track is an engaging 10-week experience designed to introduce you to the foundational and transferable skills required to navigate a successful career in banking. Financials and Diversified interns will gain exposure to PNC's product set to excel in analytics, credit, relationship management, sales, and financial modeling. Interns will not only support a variety of businesses at PNC, but also a growing national franchise. While an intern, you will cover and support a specific region and will sit in one of PNC's hub locations, which include: Atlanta, GA, Charlotte, NC, Chicago, IL, Houston, TX, New York, NY, and Pittsburgh, PA. Not all segments are available in all locations. Learn more about PNC's Summer Internship Programs by visiting ********************* Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and DevelopmentWork ExperienceRoles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreePay TransparencyBase Salary: $18.00 - $35.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 12/20/2024, although it may be longer with business discretion.Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $18-35 hourly 1d ago
  • Licensed Investment Services Consultant - PNC Investments

    PNC Investments 4.7company rating

    Investment Banker Job In Pittsburgh, PA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. The Investment Services Consultant (ISC) role within PNC Investments acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned with branch partners from your assigned offices who refer clients seeking advice and guidance. You will engage with clients from the PNC Investment Center book of business to understand their goals and objectives, and recommend investment solutions tailored to their individual situation and needs.Job Description Builds customer base through quality service conversations. Manages the customer experience end to end, efficiently handles service transactions, identifies sales opportunities executing and/or making referrals to ecosystem partners as appropriate. Promotes growth of PNC's products and services to existing and prospective clients through proactive and referred opportunities, demonstrating how PNC can help them achieve their financial goals. Identifies opportunities through meaningful conversations with customers, executing sales and/or making referrals to PNC ecosystem partners as appropriate. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Applies product and procedural knowledge to solve customer problems appropriately and efficiently. Executes on the transactional needs of clients referred by internal partners. Has regular and effective communication with internal partners and clients to build strong relationships that drive referral activity. Maintains high levels of customer satisfaction consistent with PNC's core values. Meets service level agreements on lead and referral follow up as it relates to service and sales opportunities. Adheres to all applicable laws, regulations, policies and guidelines while maintaining accurate, complete and timely documentation for transactional activity completed on client accounts. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesAccuracy and Attention to Detail, Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Knowledge Of Customers, Managing Multiple Priorities, Matrix Management, Products and ServicesWork ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationAssociatesCertificationsNo Required Certification(s) LicensesFINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $75k-137k yearly est. 46d ago
  • Refined Products Trader

    Guttman Group 4.0company rating

    Investment Banker Job In Belle Vernon, PA

    Job Details Belle Vernon PA - Belle Vernon, PA Full Time 4 Year Degree Day OtherDescription ABOUT THE COMPANY: Guttman Holdings, Inc. is 100% employee owned. The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations from the Midwest to the East Coast. Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve shape our culture and guide our daily operations. POSITION SUMMARY: The Refined Products Trader position directly manages Guttman's physical products position, related risk management programs, and optimization strategies. This role will be responsible for sourcing and procuring refined petroleum products (such as gasoline, diesel, jet fuel, etc.), negotiating term supply contracts, monitoring inventory levels, and ensuring an optimized supply strategy. This individual will collaborate with logistics teams to optimize transportation routes, manage storage facilities, and ensure timely delivery to customers. ESSENTIAL FUNCTIONS OF THE JOB: Margin improvement of physical product origination supply, contract structure, and/or trade execution. Define and implement a trading strategy around origination, inventory, infrastructure, and sales commitments with counterparties, across the Gulf Coast and Chicago markets, utilizing transportation on Explorer, Buckeye, and Laurel pipelines. Execute risk management around daily electronic platform market. Closely monitor inventory levels through daily collaboration with the sales group. Develop and maintain strong industry relationships with major oil refiners, blenders, supply partners, terminal and pipeline operators, and the broker community. Optimize logistics around product blending (butane, naphtha). Identify and capture arbitrage value across regional markets. Develop effective trading strategies to capture margin enhancement. Identify new markets, derivative based programs, and opportunities for Guttman to participate. Coordinate the clear communication of the purchase and sale of inventory hedge positions with the Program Trader to ensure the company's daily position remains balanced in accordance with the Company's Risk Management Policy. Analyze market trends, supply-demand dynamics, and price differentials. Qualifications MINIMUM QUALIFICATIONS/REQUIREMENTS: Minimum five years of energy trading experience. Bachelors degree (B.A. or B.S.) from an accredited four-year college or university. Knowledge and experience across electronic trading platforms and related exchanges. Proven track record of delivering value-add trade strategies. Ability to collaborate, provide and solicit feedback, express ideas both orally and in writing and communicate relevant and timely information to customers, managers, etc. Logistics and sales experience across the energy complex. Value-add contributions through trading strategies, risk mitigation, and process improvement. Ability to understand problems and make profitable, timely, practical business decisions. Excellent verbal and written communication skills. Strong computer skills; Experience working in MS-Office (Word, Excel, PowerPoint, Access, etc.), Tableau, PowerBi, CME, ICE, DTN, CQG, Refinitiv Excellent mathematical & analytical skills. Ability to provide strong historical track record of identifying opportunities, strategic execution, and position growth. Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job. EEOC STATEMENT: Guttman Holdings is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex, national origin, age, non-job-related disability, veteran status, sexual orientation, gender identity, marital status, citizenship status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
    $49k-82k yearly est. 20d ago
  • Main Banker I - Greensburg

    Maryland Live! Casino & Hotel

    Investment Banker Job In Greensburg, PA

    Function (Scope and Main Purpose of Job) The Main Banker I is responsible for delivering exceptional guest service while preforming all casino cage transactions. Cash control and disbursement for the cage/bank/vault. Assisting in the daily shift functions of the cage to ensure that guests have an enjoyable gaming experience. Responsibilities Core Service Standards CLEAN: Must make the property shine and look impeccable while maintaining a neat CLEAN and crisp personal appearance. SAFE: Must make guests feel SAFE and comfortable through creating a worry free, carefree experience. FAST: Provide FAST and efficient service with accuracy. Meet service time requirements and anticipate guest needs. FRIENDLY: Greet each guest with FRIENDLY welcomes, making eye contact and smiling. Use H.E.A.R.T. steps to ease guest concerns. Say thank you to departing guests. FUN: Work passionately as a team to create a FUN experience both for everyone who works and plays here. Specific Responsibilities and Duties * Responsible for servicing all cashiers and team member exchanges throughout the shift. * Keeping cash drawer balanced and impressed. * Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs. * Accurate record keeping in all aspects of duties and responsibilities. * Responsible for answering customer questions in a courteous and professional manner. * Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions. * Making exchanges with Main bank, Marker bank, and Chip bank. * Responsible for cashing out customers, giving correct change. * Become familiar with the casino credit application process. * Cleaning/washing of chips. * Other duties as assigned. Qualifications Job Requirements (skills, knowledge, and abilities) * Ability to read, speak clearly, and listen. * Ability to read, write and understand basic instructions. * Ability to complete forms. * Complete, perform and understand basic mathematical functions. * Must be able to distinguish between colors * Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls. * Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. Good communication skills. * Ability to perform assigned job duties under frequent time pressures in an interruptive environment. Educational Requirements * A high school diploma or GED equivalent. * One (1) year cashier or banking experience preferred. * Must be able to comply with all state gaming regulations, which may include obtaining a license. Physical Requirements * Must be able to work various hours, as needed, including weekends, nights, overnights, and holidays. * Must be able to work at a fast pace in stressful situations. * Must be able to stand for entire shift. * Must be able to lift, push, or pull up to 50lbs. * Must be able to stoop, bend, and squat. * Must be able to understand and speak English. * Must be able to work in a location with loud noise and visual distractions. Working Conditions * 24/7 high energy casino with over 100,000 sq. ft of gaming and entertainment space and approximately 500 employees * Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises. * You will work in an environment where smoking is allowed.
    $34k-74k yearly est. 13d ago
  • Accounting-Banking

    Prequel Solutions

    Investment Banker Job In Pittsburgh, PA

    We are seeking a motivated and detail-oriented Accounting Specialist to join our Profitability Reporting and Analysis team. Reporting to the Profitability Reporting Analysis Manager, this role is pivotal in driving accurate financial reporting, profitability insights, and operational efficiency within the banking sector. The ideal candidate will bring a strong foundation in accounting, financial analysis, with a background in banking to accelerate onboarding and impact. Key Responsibilities Profitability Analysis: Prepare and maintain detailed profitability reports, identifying key drivers of financial performance. Partner with the Profitability Manager to interpret results and provide actionable insights to management. Support ongoing process improvement initiatives to streamline reporting and enhance data accuracy. Accounting Operations: Perform general accounting tasks, including account reconciliations, journal entries, and variance analysis. Collaborate with team members to ensure compliance with regulatory standards and internal policies. Contribute to monthly, quarterly, and annual financial close processes System Utilization and Transition Support: Leverage expertise in financial systems, ( cloud-based tools), to manage reporting and analysis tasks effectively. Collaboration and Development: Act as a collaborative team member, supporting peers and management in achieving departmental goals. Participate in cross-functional projects and initiatives, offering insights from a profitability and accounting perspective. Qualifications Bachelors degree in Accounting, Finance, or a related field. 2-5 years of accounting experience, preferably within the banking or financial services industry. Strong foundation in financial analysis, forecasting, and budgeting. Familiarity with profitability reporting and financial performance metrics. Experience with financial software systems Excellent attention to detail and strong analytical skills. Effective communication skills and a collaborative mindset. CPA certification is a plus but not required.
    $33k-73k yearly est. 21d ago
  • Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

    224219-Core Engineering Us

    Investment Banker Job In Pittsburgh, PA

    You have an obsession 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 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: *********************************************************************
    $33k-73k yearly est. 8d ago
  • Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

    144780-Payments_Us

    Investment Banker Job In Pittsburgh, PA

    You have an obsession 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 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: *********************************************************************
    $33k-73k yearly est. 60d+ ago
  • Citizens Banker

    Candidate.Guru Inc. 3.2company rating

    Investment Banker Job In Pittsburgh, PA

    Salary Range: $21.18 - $26.47/ hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and requires weekends and evenings
    $21.2-26.5 hourly 7d ago
  • Sales Representative - Financial Institutions

    Global Payment Holding Company

    Investment Banker Job In Pittsburgh, PA

    Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager. Job Duties As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Additional Responsibilities Responsible for prospecting new clients into the North America Merchant Services realm. Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce. Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles. Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology. Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager. Additional responsibilities may be assigned as needed. Desired Skills & Capabilities Excellent prospecting, communication, presentation, and networking skills Works well independently and as part of a team Incentive-driven sales “hunter” Professional demeanor and impeccable integrity High sense of urgency and innate sales talent Enjoys cold-calling and speaking with people face to face Experience with Pipeline lead management Minimum Qualifications 18 years of age or older This position requires regular driving to visit client sites, therefore a valid drivers license is necessary In accordance with state law, a background check will be conducted after a conditional offer of employment Completion of mandatory drug screening on or near 60th day of employment Live in area relative to job posting location Ability to be in the field, a minimum of 75% of the time Preferred Qualifications High school diploma/GED At least two years of relevant experience Competencies Awareness Driven Resilient Respectful Committedness Benefits Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Compensation Ready to grow your career and your paycheck? Here's the breakdown Base Salary: $40,000 Residual Income: Keep earning from your hard work Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Annual On-Target Earnings (OTE): $100,000+ Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now! Diversity and EEO Statements Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-AT1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
    $40k-100k yearly 5d ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Investment Banker Job In North Huntingdon, PA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Sales and Service Associate I, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in North Huntingdon, PA at the Norwin Hills branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $31k-40k yearly est. 60d+ ago
  • Mortgage Banking Specialist

    First National Bank (FNB Corp 3.7company rating

    Investment Banker Job In Pittsburgh, PA

    Primary Office Location: 30 Isabella Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $36k-41k yearly est. 60d+ ago
  • Traveling Relationship Banker- McKeesport, Pa

    Clearview Local School District 4.1company rating

    Investment Banker Job In McKeesport, PA

    Starting pay rate - $20 per hour As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview! WORKING HOURS This position is based in the McKeesport Financial Center and will travel to the following Financial Centers when necessary; mileage will be paid based upon Clearview's Financial Center Mileage Guidelines: North Huntingdon and future locations.Monday - Friday: 9am - 5pm Saturday: 9a - 2p Schedule is based upon operational needs of the various Financial Centers this position covers. MINIMUM QUALIFICATIONS High school diploma or equivalent required Minimum six months of similar or transferrable experience required Excellent member service skills Ability to build relationships through sales and service Excellent communication skills in person and on telephone Above average knowledge of credit union products and services Demonstrated cross-selling skills Knowledge of lending products Possess good analytical skills Proficient computer skills Detail oriented Ability to maintain accuracy in a fast-paced environment Ability to work flexible hours based on operational needs ESSENTIAL DUTIES AND RESPONSIBILITIES Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates Educate and increase member awareness of all credit union products, services and promotions Build relationships by educating members and increasing cross sales using Cross-Sale Manager software Seize all sales opportunities by utilizing sales and service techniques Open and process all new accounts and update account information as required Verify all new members and/or joint owners following the Customer Identification Program Maintain thorough knowledge of loan policies, underwriting guidelines and rates Request and review credit reports, looking for additional loan opportunities to move to the credit union Provide NADA quotes for autos, boats, aircraft and other secured loans Provide general information on real estate and business loans and all services and products provided through electronic means Support self-service electronic channels at the branch (PCU Station, ATM, TellerPhone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate Provide rate quotes for all loan and savings products Process requested transactions/maintenance on member accounts Review and follow Teller Policies and Procedures Process wire transfer requests using electronic on-line form (1 st party and repetitive wire transfers) Assist members with problems and complaints providing resolutions Mail requested information/forms Ensure delivery and follow up of new accounts, loan applications and problems daily Participate in departmental campaigns/programs achieving individual and team goals Partner with the community through charity to support fund raising and volunteering Attend training sessions and meetings Keep updated on promotional and marketing mailings Remain current in policies, practices, trends, technology and information affecting the organization Lifelong learning through classes/seminars, in-house training, and on-line. Handle other duties as assigned. ALL ABOUT THE EXPERIENCE Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success. Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $20 hourly 1d ago
  • Refined Products Trader

    Guttman Energy, Inc. 4.0company rating

    Investment Banker Job In Belle Vernon, PA

    Guttman Holdings, Inc. is a 100% employee-owned energy Company and the parent organization of Guttman Energy, Guttman Renewables, and Source One Transportation. Those three entities united to form Guttman Holdings on November 30, 2022, under an Employee Stock Ownership Plan (ESOP). Since then, each entity has maintained their individual name and operations while collectively focusing on continued growth and success. The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations across the eastern United States. Guttman Holdings prioritizes safety, service, and respect - for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve - shape our culture and guide our daily operations. More information about Guttman Holdings and Guttman Energy can be found at ********************** POSITION SUMMARY: The Refined Products Trader position directly manages Guttman's physical products position, related risk management programs, and optimization strategies. This role will be responsible for sourcing and procuring refined petroleum products (such as gasoline, diesel, jet fuel, etc.), negotiating term supply contracts, monitoring inventory levels, and ensuring an optimized supply strategy. This individual will collaborate with logistics teams to optimize transportation routes, manage storage facilities, and ensure timely delivery to customers. ESSENTIAL FUNCTIONS OF THE JOB: Margin improvement of physical product origination supply, contract structure, and/or trade execution. Define and implement a trading strategy around origination, inventory, infrastructure, and sales commitments with counterparties, across the Gulf Coast and Chicago markets, utilizing transportation on Explorer, Buckeye, and Laurel pipelines. Execute risk management around daily electronic platform market. Closely monitor inventory levels through daily collaboration with the sales group. Develop and maintain strong industry relationships with major oil refiners, blenders, supply partners, terminal and pipeline operators, and the broker community. Optimize logistics around product blending (butane, naphtha). Identify and capture arbitrage value across regional markets. Develop effective trading strategies to capture margin enhancement. Identify new markets, derivative based programs, and opportunities for Guttman to participate. Coordinate the clear communication of the purchase and sale of inventory hedge positions with the Program Trader to ensure the company's daily position remains balanced in accordance with the Company's Risk Management Policy. Analyze market trends, supply-demand dynamics, and price differentials. Qualifications MINIMUM QUALIFICATIONS/REQUIREMENTS: Minimum five years of energy trading experience. Bachelors degree (B.A. or B.S.) from an accredited four-year college or university. Knowledge and experience across electronic trading platforms and related exchanges. Proven track record of delivering value-add trade strategies. Ability to collaborate, provide and solicit feedback, express ideas both orally and in writing and communicate relevant and timely information to customers, managers, etc. Logistics and sales experience across the energy complex. Value-add contributions through trading strategies, risk mitigation, and process improvement. Ability to understand problems and make profitable, timely, practical business decisions. Excellent verbal and written communication skills. Strong computer skills; Experience working in MS-Office (Word, Excel, PowerPoint, Access, etc.), Tableau, PowerBi, CME, ICE, DTN, CQG, Refinitiv Excellent mathematical & analytical skills. Ability to provide strong historical track record of identifying opportunities, strategic execution, and position growth. Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job. EEOC STATEMENT: Guttman Holdings is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex, national origin, age, non-job-related disability, veteran status, sexual orientation, gender identity, marital status, citizenship status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
    $49k-82k yearly est. 14d ago
  • Citizens Banker

    Candidate.Guru Inc. 3.2company rating

    Investment Banker Job In Gibsonia, PA

    Salary Range: $21.18 - $26.47/ hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly. Preferred skills/experience: 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and requires weekends and evenings
    $21.2-26.5 hourly 6d ago
  • Personal Banker

    PNC Bank Na 4.4company rating

    Investment Banker Job In Pittsburgh, PA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Pittsburgh, PA at the St. Clair branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $31k-40k yearly est. 21d ago
  • Relationship Banker - South Fayette

    Clearview Local School District 4.1company rating

    Investment Banker Job In Bridgeville, PA

    As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview! WORKING HOURS Flexible schedule based on operational needs; scheduled during the following hours of operation: Monday - Thursday: 9am - 5pm Friday: 9am - 6pm Saturday: 9am - 2pm MINIMUM QUALIFICATIONS High school diploma or equivalent required Minimum six months of similar or transferrable experience required Excellent member service skills Ability to build relationships through sales and service Excellent communication skills in person and on telephone Above average knowledge of credit union products and services Demonstrated cross-selling skills Knowledge of lending products Possess good analytical skills Proficient computer skills Detail oriented Ability to maintain accuracy in a fast-paced environment Ability to work flexible hours based on operational needs ESSENTIAL DUTIES AND RESPONSIBILITIES Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates Educate and increase member awareness of all credit union products, services and promotions Build relationships by educating members and increasing cross sales using Cross-Sale Manager software Seize all sales opportunities by utilizing sales and service techniques Open and process all new accounts and update account information as required Verify all new members and/or joint owners following the Customer Identification Program Maintain thorough knowledge of loan policies, underwriting guidelines and rates Request and review credit reports, looking for additional loan opportunities to move to the credit union Provide NADA quotes for autos, boats, aircraft and other secured loans Provide general information on real estate and business loans and all services and products provided through electronic means Support self-service electronic channels at the branch (PCU Station, ATM, TellerPhone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate Provide rate quotes for all loan and savings products Process requested transactions/maintenance on member accounts Review and follow Teller Policies and Procedures Process wire transfer requests using electronic on-line form (1 st party and repetitive wire transfers) Assist members with problems and complaints providing resolutions Mail requested information/forms Ensure delivery and follow up of new accounts, loan applications and problems daily Participate in departmental campaigns/programs achieving individual and team goals Partner with the community through charity to support fund raising and volunteering Attend training sessions and meetings Keep updated on promotional and marketing mailings Remain current in policies, practices, trends, technology and information affecting the organization Lifelong learning through classes/seminars, in-house training, and on-line. Handle other duties as assigned. ALL ABOUT THE EXPERIENCE Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success. Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $31k-37k yearly est. 9d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in McKeesport, PA?

The average investment banker in McKeesport, PA earns between $89,000 and $285,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In McKeesport, PA

$160,000
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