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Sports Trader
Bettingjobs
Investment banker job in Philadelphia, PA
BettingJobs are currently seeking a Sports Trader for an innovative sports betting company in their Philadelphia office.
This position would be well-suited to an individual with a passion for sports betting and exceptional analytical skills. Experience of modelling sports betting markets in a personal or professional setting would be highly advantageous.
Responsibilities:
Trading NFL, NBA, MLB, Tennis, NCAAF, NCAAB and Soccer
Running and maintaining strategies to trade pregame and live
Analyzing and recapping past decision-making to improve future trading decisions
Noting interesting trading and market dynamics to suggest areas of research for the quantitative team
Making recommendations to improve future trading strategies
Requirements:
Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science,etc.
Strong interest in sports betting
Exceptional quantitative, logical reasoning, and analytical skills
Ability to work under pressure in a fast-paced environment
Willingness to be flexible with hours and schedule
Knowledge of data manipulation libraries such as Pandas/NumPy
Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis
Strong interpersonal and communication skills
Visa sponsorship for work authorization is not available for this position now or in the future.
$60k-99k yearly est. 2d ago
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Relationship Banker - PA North Market
Bank of America Corporation 4.7
Investment banker job in Langhorne, PA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-36k yearly est. 3d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Investment banker job in Philadelphia, 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 ***************************
$71k-128k yearly est. Easy Apply 60d+ ago
Equity Trader
Chimerasecurities 3.8
Investment banker job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
$71k-128k yearly est. Easy Apply 60d+ ago
Associate, Investment Team
LLR Partners 3.7
Investment banker job in Philadelphia, PA
LLR Partners is looking for an associate to join LLR's investment team. In this role you will be an integral part of our team of investment professionals who help to grow and manage our compelling portfolio of companies. We believe this is an exciting opportunity for the right individual to join an exciting and dynamic firm, while having a compelling career with significant up-side and potential.
Accountabilities
This individual will be an integral member of the deal team. Key responsibilities include:
Constructing and reviewing detailed financial and operating models
Performing and tracking the due diligence process for each investment
Composing internal deal approval memorandums, term sheets and letters of intent
Conducting detailed industry research to support investment due diligence and thesis development
Identifying, developing and executing plans to source potential investment opportunities
Drafting investor communications including periodic updates on portfolio performance
Provide ongoing monitoring of existing portfolio companies including review of monthly operating results and performance
Interface directly with senior members at LLR and portfolio company executives
Skills and Requirements
The ideal candidate is a motivated self-starter and team player who can function in an entrepreneurial atmosphere with minimal supervision. Strong analytical background including both finance and accounting skills, excellent communication skills and a high level of maturity are essential. Qualified candidates should also possess the following:
2-3 years of experience with a leading private equity firm and or investment bank
Undergraduate degree from a top-tier university with exceptional academic achievement
Mature, professional candidate who is a self-starter willing to accept a large amount of responsibility
Strong work ethic, positive attitude and enthusiasm for the role
Extensive financial modeling skills and experience in Excel
Strong interpersonal and communication skills
LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies within the knowledge economy. Founded in 1999 and headquartered in Philadelphia, LLR has raised over $7.5 billion across seven funds and has partnered with over 130 companies. LLR believes in creating value through partnership by providing flexible capital, strategic guidance and sector insight to help companies grow every day.
LLR Partners is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
If you need assistance or an accommodation due to a disability, you may contact us at ******************
**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $27.00 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
The AMCB Summer Intern supports their Line of Business in the development and execution of work projects to support the Business' goals & objectives. The Summer Intern embodies TD's Shared Commitments and customer-focused culture.
**Consumer Banking **
TD is the 8th largest bank in the U.S. with over 10 million customers and more than 1,200 convenient locations from Maine to Florida. Within Consumer Banking, we focus on delivering financial products and services to our customers, including checking and savings accounts, personal loans, mortgages, and credit cards. Our goal is to help people manage their finances effectively and achieve their financial goals through personalized service and innovative solutions. We are responsible for the strategy, design, management, and delivery of deposit and lending products.
Consumer Banking interns will work in one of the following groups:
+ **Consumer Deposit & Payment Products (CDPP)** is responsible for the strategy, design and management of TD's deposit products, including checking accounts, saving accounts and CDs.
+ **Credit Cards & Unsecured Lending (CCUL)** is responsible for the bank's branded credit cards, unsecured personal loans, and strategic partnerships with companies like Target and Nordstrom to offers credit cards to their customers.
+ **Real Estate Secured Lending (RESL)** provides residential lending products, including mortgages and home equity products.
+ **Distribution** manages the store network and leads the strategy for store transformation, sales and advice, and customer experience.
+ **Digital Performance** assesses the performance of digital and mobile platforms used by our customers and small businesses and identifying enhancement opportunities.
+ **Consumer Business Excellence** identifies critical activities to determine opportunities for cost, controls, and customer experience optimization across the Consumer Bank.
+ **Wealth** offers products and advisory services for mass affluent, high net worth, and institutional clients.
Consumer Banking is offering in-person internship opportunities in Mount Laurel, NJ and Wilmington, DE. Interns will be required to be in-office 4 days a week.
**Depth & Scope:**
**AMCB Summer Internship Experience**
TD Bank, America's Most Convenient Bank **_ _** , offers an Internship Program with an unparalleled experience - where you'll gain valuable insight into our vision to Build The Better Bank, while also strengthening the core skills and knowledge you'll need to launch a successful career.
Our 10-week, non-rotational program consists of:
+ A fun-filled, high-energy introduction to TD Bank, America's Most Convenient Bank **_ _**
+ A variety of professional experiences and development training
+ Extensive networking opportunities and interactions with senior leaders
+ A dedicated support network, including a formal peer-mentoring program
+ An active role in community service projects
+ Opportunity to join our rotational analyst program upon graduation and participate in our 6 Week Innovation Challenge, VR experience and variety of learning & development opportunities.
**Education & Experience:**
+ Pursuing post secondary degree in business-related disciplines
+ Knowledge of Microsoft tools (Outlook, Teams, Word, PowerPoint, Excel)
+ Excellent interpersonal skills, problem solving and analytical skills
+ Ability to take initiative and accountability of your actions
+ Demonstrated leadership qualities
+ Strong written and oral communications skills
+ Detail oriented with an ability to handle multiple tasks
+ Ability to work independently and collaboratively
+ You must be work authorized in the United States on a permanent basis without the need for employer sponsorship
+ Anticipated graduation between December 2026 to June 2027 preferred
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Frequent
+ Walking - Frequent
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Occasional
+ Reaching forward - Occasional
+ Pushing - Occasional
+ Pulling - Occasional
+ Twisting - Occasional
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$27-27 hourly 33d ago
Private Client Banker - Northeast PA Market Hire
Jpmorganchase 4.8
Investment banker job in Warminster, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$48k-114k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Langhorne, PA (New Build)
JPMC
Investment banker job in Langhorne, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$37k-85k yearly est. Auto-Apply 60d+ ago
Banker
Quality Talent Group
Investment banker job in Bensalem, PA
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$37k-85k yearly est. 10d ago
Private Banker
Mid Penn Bank 3.9
Investment banker job in Bristol, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-59k yearly est. 32d ago
Entry-Level Financial Representative
Evolution Financial Group
Investment banker job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$36k-72k yearly est. 2d ago
Financial Services Representative - State Farm Agent Team Member
Scott Morris-State Farm Agent
Investment banker job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financial services, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
$29k-55k yearly est. 15d ago
Jr. Investor Relations Associate
Apex Capital Group 4.2
Investment banker job in Kendall Park, NJ
JR. Investor Relations Associate Compensation: $18 per hour Hours: 20 hrs per week About Us APEX CAPITAL GROUP is a dynamic real estate investment firm specializing in rental portfolios, income funds, and fix -and -flip projects. We manage multi -million -dollar investments and provide strategic financial growth opportunities for our investors.
Job Summary
We are seeking an ambitious and proactive Investor Relations Associate to join our team. This entry -level role is ideal for a junior or senior business student eager to gain hands -on experience in investment management, investor relations, and business development.
Key Responsibilities:
* Follow -up & Nurture Investor Pipeline: Engage with potential investors, track communications, and provide timely follow -ups to maintain relationships and build trust.
* Conduct Initial Investor Consultations: Set up and conduct introductory meetings with investors, clearly articulating our investment strategies and opportunities.
* Lead Generation & Outreach: Attend networking events, industry conferences, and company -sponsored functions to represent APEX CAPITAL GROUP and generate investor leads.
* Investor Communication: Assist in drafting emails, newsletters, and reports to keep investors informed about ongoing projects and opportunities.
* Database Management: Maintain accurate records of investor interactions and update CRM tools to track engagement and follow -ups.
* Market Research & Industry Insights: Stay updated on market trends, competitor analysis, and industry developments to enhance investor conversations.
* Workload is 10 -20 hours per week
RequirementsMinimum Qualifications:
* Currently enrolled in a junior or senior year of a Business, Finance, Economics, or related program.
* Strong communication and interpersonal skills with a professional demeanor.
* Highly organized, detail -oriented, and able to manage multiple tasks efficiently.
* Self -motivated with a proactive approach to networking and relationship building.
* Proficiency in Microsoft Office (Excel, Word, PowerPoint) and familiarity with CRM software is a plus.
* Prior experience in sales, customer service, or finance is beneficial but not required.
BenefitsBenefits & Growth Opportunities
* Hands -on experience in investment management and investor relations.
* Networking opportunities with industry professionals and high -net -worth investors.
* Potential for full -time employment post -graduation based on performance.
* Compensation: $18//hour + Bonuses
How to Apply
Interested candidates should submit their resume and a brief cover letter explaining their interest in the role to:shomail@investwith APEX.com
$18 hourly 60d+ ago
Financial Services Representative State Farm Agent Team Member
Jim Little-State Farm Agent
Investment banker job in Media, PA
Job DescriptionBenefits:
401(k) matching
Competitive salary
Training & development
Insurance Sales Representative Sales Team Member Now Inviting Candidates to Apply Join a winning insurance and financial services team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan including Health benefits.
Great bonus potential for top performers
Incentive paid travel opportunities
Paid time off - vacation, personal time, sick time and Holidays paid
Outstanding preparation if you aspire to be a State Farm agent in the future
Extensive training available
$29k-55k yearly est. 29d ago
Financial Service Advisor
Fedchoice Federal Credit Union
Investment banker job in Philadelphia, PA
As the Financial Service Advisor, you are the key element of our retail environment. In the Member Care Center you will build and maintain relationships and uphold the integrity of our Brand while living out our Mission and Vision and demonstrating our Core Values making the financial well being of our membership altogether better in the areas of loans, investments and credit counseling. This position is primarily responsible for servicing the membership to identify each member's needs by cross sell products and services while ensuring our members have a positive experience. Processing member request, providing teller support and opening new accounts and loans.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for supporting, demonstrating and promoting the Credit Union service culture.
Provides exceptional service to all members by demonstrating, following, and supporting the
Inspired Financial Service promises and standards, along with the Credit Union Mission, Vision, and Values.
2. Assumes responsibility for the effective and professional performance of financial service functions.
Provides information about accounts, products and services and Credit Union policies, procedures and programs
Opens and closes all types of accounts including Savings, Checking, Special Savings, Money Market, Share/IRA Share Certificates of Deposits and IRAs, etc., orders checks for member accounts and provides/prepares ACH related and other pertinent forms; processes stop payment orders.
Answers questions and solves problems for members by actively listening, conducting research, securing answers and reporting results to the appropriate personnel. Resolves member bookkeeping and checking account problems.
Performs file maintenance and account changes as needed including renewing and updating Share/IRA Share Certificate accounts.
Assists members with familiarization of Credit Union's website, online banking and other electronic banking channels.
Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary.
Evaluates and discusses loan options. The FSA will then refer members to apply via an in-FSC kiosk (dependent upon FSC location), online or via the FedChoice mobile app in order to be eligible for a loan rate discount. If the member prefers to apply in person or over the phone, the FSA will interview the loan applicant, gather all the required information necessary to make a loan decision while also explaining loan options, rates, terms and collateral requirements. At times, the FSA will need to disburse the loan proceeds.
Makes outbound calls using designated call listings as well as own initiative for the purpose of uncovering member needs, increasing member engagement and seeking new member referrals.
3. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
Researches, responds to and resolves member requests and questions promptly, courteously and professionally. Ø Keeps members informed of Credit Union services, products and policies.
Maintains and projects the Credit Union's professional image.
4. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
Assists area personnel and departments as required.
Keeps supervisor informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends and participates in meetings as required.
5. Assumes responsibility for related duties as required or assigned.
Actively and professionally cross sells Credit Union products and services.
Performs Quality control on all new membership and deposit accounts.
Performs related clerical duties as needed.
Ensures work area is clean, secure, and well maintained.
Additional duties and responsibilities as deemed appropriate, may be assigned by Management
Requirements
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent.
EXPERIENCE PREFERRED: Minimum TWO (2) years financial institution experience, preferably as a Financial Service Representative or Financial Service Advisor.
Salary Description $39435.00 - $50,000.00 Annually
$39.4k-50k yearly 46d ago
Personal Banker - Doylestown, PA
First Bank Nj 3.8
Investment banker job in Doylestown, PA
The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals.
Duties & Responsibilities:
* Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs.
* Operates a teller window regularly to meet the needs of the branch clientele.
* Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities.
* Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business.
* Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship.
* Actively engage with valued customer relationships to promote growth and retention.
* Maintains confidentiality in handling customer and bank information.
* Follows security policies and procedures to prevent bank and customer losses.
* Resolves customer complaints and escalates appropriately.
* Maintains a detailed level of knowledge on retail products and services.
* Works collaboratively with the branch team to achieve customer sales and service objectives.
Qualifications
* Bachelor degree preferred
* High school diploma/GED
* Two or more years of related experience in Financial Services industry
* Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Effective selling and referral skills
* Strong verbal and written communication skills
* Ability to work a schedule that includes Saturdays
First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.
Job Type: Full-time
Salary: From $20.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Health savings account
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
* Weekend availability
Education:
* High school or equivalent (Preferred)
Experience:
* Cash handling: 1 year (Preferred)
* Banking: 1 year (Preferred)
* Customer service: 1 year (Preferred)
Work Location: In person
$20 hourly 19d ago
Personal Banker Feasterville Branch
Wells Fargo 4.6
Investment banker job in Trevose, PA
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 205 E Street Road, Feasterville, PA 19053
Posting End Date:
19 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$31k-44k yearly est. 4d ago
Personal Banker Feasterville Branch
W.F. Young 3.5
Investment banker job in Trevose, PA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
205 E Street Road, Feasterville, PA 19053
Posting End Date:
19 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$29k-35k yearly est. Auto-Apply 5d ago
Relationship Banker - Wilmington Market
Bank of America 4.7
Investment banker job in Media, PA
West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (****************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does an investment banker earn in Northampton, PA?
The average investment banker in Northampton, PA earns between $93,000 and $286,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.
Average investment banker salary in Northampton, PA