Investment Banker Jobs in Pine, 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 ***************************

Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 2 Business Unit: Commercial Banking Reports To: Manager of Investment Real Estate Banking Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing and stale residential real estate assets. The incumbent solicits, evaluates, authorizes or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicants' credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customers' needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customers' needs. 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 Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: 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.

What we do Operations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver sustainable and impactful solutions to our clients. We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team applies deep sector knowledge and technical business operations consulting experience to take a more strategic view of our clients' priorities, helping them to prepare for growth, embrace digital agenda, optimize costs, and maximize operational efficiency. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world, serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Candidate profile The ideal candidate will be curious, analytical, and confident with a natural drive to exceed immediate project requirements and overcome obstacles. A genuine passion for the Investment & Wealth Management industry, combined with relationship-building, leadership, and communication skills will be critical to success. Candidates should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of junior staff. Your role You will work on engagements in a team-based environment, partnering directly with clients, fellow Operations & Technology Transformation practitioners, and Deloitte consultants from complementary disciplines. As a Consultant, you will play a key role on the team, gathering and analyzing information, formulating and testing hypotheses, and developing actionable recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations. Required Qualifications + Bachelor's Degree + 2+ years of strategy and/or operations transformation experience at a top-tier consulting firm OR a financial services institution + 2+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations + 2+ years hands on experience with PowerPoint + 2+ years experience leading workstreams and/or small teams within the context of a larger project + Travel up to 50% Preferred Qualifications + 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade, SimCorp, FIS, Eagle PACE, IMS Markit EDM, Ipreo (iLevel and ival), eFront, Investran, DST SalesConnect, Market Metrics Matrix, Fishtank + High proficiency in Microsoft visual Studio, Microsoft SQL Server Management Studio, JAVA SE8, Eclipse, Ninjucks, JavaScript, JSON, XML, XSL, HTML, CSS and Selenium Automation + Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc. + Ability to communicate complex ideas effectively, both verbally and in writing (e.g., MS PowerPoint) + Information for applications with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,225 - $155,375. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Primary Office Location: One North Shore Center. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 2 Business Unit: Commercial Banking Reports To: Manager of Investment Real Estate Banking Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing and stale residential real estate assets. The incumbent solicits, evaluates, authorizes or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicants' credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customers' needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customers' needs. 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 Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position. Knowledge of banking laws and regulations. Experience in community and civic activities. Special Licenses and Certificates: N/A Physical Requirements: 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.

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

This position will commence Fall 2024. The WesBanco Securities Intern will learn key foundational banking and investment concepts to improve banking, investment, research and management skills in a program through various investment related functional areas. This program will last for a minimum of six weeks. The WTIS Intern will develop a number of skills related to investment research, with a focus on equity, fixed income, and mutual funds. The role will also assist in macroeconomic research and portfolio management functions. The WTIS intern will collaborate with the Chief Investment Strategist on other projects that will benefit the overall process and knowledge base of the investment team. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Possess excellent analytical and problem solving skills. Must be detail oriented with strong detail to accuracy. Ability to operate within strict deadlines and to work independently. Ability to independently prioritize tasks. Must be a self-starter and willing to work as part of a team. Ability to maintain confidentiality and discretion regarding bank client information and bank policy and procedure. Have a passion for learning and a desire to build a career in investment management. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develops knowledge and understanding of investments and portfolio management concepts. Assists management team with execution of day-to-day research functions. Conducts investment research and due diligence on potential and existing investments. Prepares and presents written and oral report summarizing findings. Completes tasks and assigned projects according to established completion dates. Participates in regular portfolio manager calls, and reviews the investment process and presentations for developmental purposes. Develops and maintains knowledge of Bank products, Investment products, services, policies and guidelines. Other duties may be assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Office products including Word and Excel.

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 an Intern within PNC's Commercial & Corporate Banking organization, you will be based based across the PNC footprint.Job Description Corporate & Institutional Banking Undergraduate Intern - Commercial & Corporate Banking 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, municipalities and nonprofits throughout the U.S. Working in C&IB provides you the opportunity to be exposed to multiple disciplines of banking, enabling you to hone your financial and client-facing skills across many industries and develop deep understanding of PNC's product suite. As a Commercial & Corporate Banking intern, your primary role will be to support experienced bankers in their engagement with PNC's client base. The program enables you to observe and explore advising, managing, and servicing customer relationships in a variety of business segments, including: Commercial Banking - Serves and advises companies with annual revenues between $5 million and $50 million. Corporate Banking - Serves and advises companies with annual revenue in excess of $50 million. Diversified Industries Group - Serves and advises clients with industry expertise in healthcare, utilities, oil & gas, metals & mining, chemicals, life sciences/pharma, technology, or food & beverage. Public Finance - Serves and advises local or major government entities, higher education institutions and not-for-profits. Equipment Finance - Develops customized leases or loans for a client's various equipment acquisitions including aircraft, vehicles, railcars, machinery, material handling, technology, etc. for all the various segments listed above. Credit Products Group - Structures loans, underwrites transactions, and manages a loan portfolio for various segments including Corporate Banking, Diversified Industries Group, Public Finance and Financial Institutions Group, etc. 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, Chicago, IL, Cincinnati, OH, Cleveland, OH Dallas, TX, Denver, CO, East Brunswick, NJ, Houston, TX, Irvine, CA, Philadelphia, PA, Phoenix, AZ, Pittsburgh, PA, Troy, MI, and Washington DC Learn more about PNC's Summer Internships by visiting ********************** Job Profile: Participates as an intern in the PNC summer internship program. Supports the core activities of the client team and line of business by applying knowledge to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Participates in a structured program that includes some classroom learning and a case study. Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), sophomore or junior status, Minimum GPA 3.2. 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 07/29/2024, 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.

This role is with BNY. BNY uses RippleMatch to find top talent. 2025 BNY Summer Internship Program - BNY Investments (Pittsburgh, PA) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general internship program posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open early career roles within the company. We're seeking future team members for our BNY Investments team with roles located in Pittsburgh, PA in hybrid positions. Summer Internship Program The BNY Summer Internship Program provides high-potential students with a well-rounded, rewarding 10-week internship experience, as well as an inside look into what it is like to work for a global financial services organization that has been innovating and serving clients since 1784. With projects specifically chosen to both challenge and develop participants, our summer interns will gain valuable real-world experiences while learning to work together in collaborative teams and building a robust network within BNY. From day one, summer interns are immersed in BNY's innovative and dynamic company culture as they will receive: Enterprise-led intern orientation program combined with ongoing an executive speaker series and virtual training curriculum designed specifically for summer interns Meaningful and challenging work assignments that deliver learning and skill development through practical work, mentorship, and training Career development and networking support from a host of corporate leaders including internship managers, senior and peer mentors, business stakeholders and a dedicated program manager Exposure to different areas of business throughout the organization Comprehensive professional etiquette and financial services fundamentals training, along with technical and business acumen development Understanding of BNY's commitment to diversity and inclusion A collaborative and supportive community with full commitment of top-level management to deliver a premier internship/talent pipeline program within the financial services industry BNY Investments With a presence around the world, we look to provide our investors centralized access to the full breadth of BNY opportunities across every major market and asset class. We believe the right results begin by being relevant to every client, whether that is providing local access and execution in a way that best suits their needs, offering diversified investment solutions and strategies built on expertise, driven by insights and powered by innovative technology platforms or providing high-quality advice for better informed decisions. BNY Investments puts clients at the center of everything we do, offering them specialist expertise from our world-class investment firms and offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. Our clients include asset managers, banks, broker-dealers, central banks, companies, family offices, financial intermediaries, governments, insurance companies, investment advisers, non-profit organizations, pension funds and sovereign institutions. Program Eligibility: Enrollment in a 4-year undergraduate degree program with a strong focus on business and technology, with specific emphasis on finance, economics, marketing, communication, and/or data analytics; however open to all majors with an individual interested in the financial services industry Individuals who will be graduating in December 2025 through June 2026 Minimum cumulative GPA of 3.0 or better Well-rounded experience including demonstrated leadership skills Strong excel skills including v-lookups and pivot tables Excellent written and oral communication skills Not require sponsorship for employment visa status (now or in the future) in the region where they apply. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Investment Advisory Intern** Part Time 22 days ago Requisition ID: 1012 **Investment Advisory Intern** Spring Semester (January - April) Pittsburgh, PA **Overview** Heritage Wealth Advisors seeks highly motivated interns to provide support for our Investment Advisory team and assist in managing portfolios for our high net-worth individual and family clients. The internship will focus on our trading and portfolio operations processes. Interns will participate in comprehensive training and will work closely with the Portfolio Managers and other senior members of our team. **Key Responsibilities** * Prepare daily transaction reports for the Investment Advisory team * Provide support for Portfolio Management by conducting account maintenance operations on our reporting and trading platform * Assist with the preparation of investment proposals for prospective clients. * Prepare trade reconciliation reports and other reports associated with documenting a compliant portfolio management process with flawless execution. * Assist with the generation of client meeting documents. * Assist with quarterly processes. This may include billing/fee processing, quarterly reports, and compliance activities * Support the Heritage team with day-to-day operations. **Qualifications** * Recent graduate, junior or senior year students in relevant subjects (ie: accounting, finance, economics, additional fields of study for consideration). * Minimum GPA: 3.0 * Minimum commitment of 15-20 hours a week, in-person, with opportunity for additional hours. * In-person work required in our Pittsburgh, PA, office. * Proficiency with Microsoft Office programs (Excel, PowerPoint, Word). * Intellectually curious, organized, excellent analytical, and time management skills. * Effective communication skills, both verbal and written. * Self-motivated, enthusiastic, with a desire to work collaboratively. **Benefits** * Paid internship - competitive hourly rate, commensurate with experience. * Opportunity for extended internship or permanent employment. * Work directly with firm partners and senior management. * Flexibility with school schedules. **Our Values** **Integrity:** Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest, and ethical in everything we do. **Passion:** We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals. **Collaboration:** Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods. **Intellectual Curiosity:** We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.

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 an Intern within PNC's Commercial & Corporate Banking organization, you will be based based across the PNC footprint.Job Description Corporate & Institutional Banking Undergraduate Intern - Commercial & Corporate Banking 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, municipalities and nonprofits throughout the U.S. Working in C&IB provides you the opportunity to be exposed to multiple disciplines of banking, enabling you to hone your financial and client-facing skills across many industries and develop deep understanding of PNC's product suite. As a Commercial & Corporate Banking intern, your primary role will be to support experienced bankers in their engagement with PNC's client base. The program enables you to observe and explore advising, managing, and servicing customer relationships in a variety of business segments, including: Commercial Banking - Serves and advises companies with annual revenues between $5 million and $50 million. Corporate Banking - Serves and advises companies with annual revenue in excess of $50 million. Diversified Industries Group - Serves and advises clients with industry expertise in healthcare, utilities, oil & gas, metals & mining, chemicals, life sciences/pharma, technology, or food & beverage. Public Finance - Serves and advises local or major government entities, higher education institutions and not-for-profits. Equipment Finance - Develops customized leases or loans for a client's various equipment acquisitions including aircraft, vehicles, railcars, machinery, material handling, technology, etc. for all the various segments listed above. Credit Products Group - Structures loans, underwrites transactions, and manages a loan portfolio for various segments including Corporate Banking, Diversified Industries Group, Public Finance and Financial Institutions Group, etc. 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, Chicago, IL, Cincinnati, OH, Cleveland, OH Dallas, TX, Denver, CO, East Brunswick, NJ, Houston, TX, Irvine, CA, Philadelphia, PA, Phoenix, AZ, Pittsburgh, PA, Troy, MI, and Washington DC Learn more about PNC's Summer Internships by visiting ********************** Job Profile: Participates as an intern in the PNC summer internship program. Supports the core activities of the client team and line of business by applying knowledge to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Participates in a structured program that includes some classroom learning and a case study. Education and Experience: Working toward bachelor's degree, preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), sophomore or junior status, Minimum GPA 3.2. 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 07/29/2024, 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.

location Pittsburgh, Pennsylvania, United States of America category Students & Graduates Part time Job ID: R168757 Posted: Oct 30th 2024 * **Commercial Banking -** Serves and advises companies with annual revenues between $5 million and $50 million. * **Corporate Banking -** Serves and advises companies with annual revenue in excess of $50 million. * **Diversified Industries Group -** Serves and advises clients with industry expertise in healthcare, utilities, oil & gas, metals & mining, chemicals, life sciences/pharma, technology, or food & beverage. * **Public Finance -** Serves and advises local or major government entities, higher education institutions and not-for-profits. * **Equipment Finance -** Develops customized leases or loans for a client's various equipment acquisitions including aircraft, vehicles, railcars, machinery, material handling, technology, etc. for all the various segments listed above. * **Credit Products Group -** Structures loans, underwrites transactions, and manages a loan portfolio for various segments including Corporate Banking, Diversified Industries Group, Public Finance and Financial Institutions Group, etc. * Supports the core activities of the client team and line of business by applying knowledge to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. * Participates in social learning within the organization (e.g., identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). * Participates in a structured program that includes some classroom learning and a case study. Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Pittsburgh, Pennsylvania, United States of America Category Students & Graduates Location Fort Wayne, Indiana, United States of America Category Wealth & Asset Management Location Pittsburgh, Pennsylvania, United States of America Category Asset & Liability Management & Capital Markets Location Scranton, Pennsylvania, United States of America Category Sales PNC complies with all U.S. Federal and State employment posting requirements. The information you provide to the chatbot will be collected to improve your experience. Please read our privacy policy to see how we are storing and protecting your data Today 12:40 pm Bot message

* Share This: **Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.** **Apply here:** **The Company** At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance. Working shoulder to shoulder with you, we uncover opportunities for sustainable success-and provide perspective that moves you. **The Business** The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $2.6 trillion of global assets. **The Role** You will be part of a collaborative team, working alongside some of the industry's top consultants, researchers, and portfolio managers. The Investment business offers a range of career paths to suit individual skills and interests. Whether your career path focuses on deep research of global asset classes, managing risk utilizing sophisticated modelling, improving investment outcomes through expert advice, or implementing innovative investment solutions. Our ultimate mission is to create better and more sustainable outcomes for plan beneficiaries. As an intern in the Investment team, you will gain exposure across many functions within our business, including: * **Manager Research -** you will work as part of a research team, using robust research techniques to form a view of investment managers across the world and across asset classes. This research contributes to building investment portfolios that seek to deliver differentiated investment outcomes, both from a return and risk perspective. * **Portfolio Management** - you will work as part of our delegated portfolio management team, combining top-down and bottom-up investment manager and asset class research and best in class analytics to direct portfolio investment decisions. You will be working with the team to manage portfolio exposures across both multi-asset portfolios, as well as asset class specific funds (such as equities, alternative credit, real assets and liquid alternatives). * **Client Consulting -** you will support client teams that manage client relationships, offering best-in-class investment advice and innovative solutions. Some of the client projects you will complete may include investment strategy, liability hedging, portfolio construction, investment performance calculations, investment manager searches and selection, portfolio and investment manager monitoring and preparation of materials for client meetings. We support our interns to develop a broad range of technical and soft skills. This includes training from subject matter experts, working on a variety of projects across functions and teams and the opportunity to network with colleagues across and beyond our investment team. This breadth of knowledge across the investment spectrum will allow you to identify which topics you find most interesting and explore them further. There are also opportunities to contribute to developing our intellectual capital and other Investment business initiatives. This is an in-office or hybrid role, with the expectation of being present in the office at least three days each week. Position placement will be in one of the following offices: Pittsburgh, PA; Chicago, IL; or New York, NY. **Role Requirements.** * Progress towards a Bachelor's degree and a minimum GPA of 3.0 shown on resume (no major/minor specification) * Proactive team player * Clear communicator verbally and in writing * Project management skills, with attention to detail and the ability to meet deadlines * A desire to learn with a general interest in financial markets * Problem solving skills, demonstrating intellectual curiosity and critical thinking * Knowledge of spreadsheet and presentation computer software, for example Microsoft Office or similar * This is a hybrid position that requires you to be local and able to commute to one of the following offices: Pittsburgh, PA; Chicago, IL; or New York, NY. * Able to work legally in the United States indefinitely and without Visa sponsorship * Accepting applications from candidates that graduate with a Bachelor's or Master's degree between December 2025 through June 2026. **You have the potential.** Now explore the possibilities. All you need to do to get the process started is submit an application through To search for roles of interest to you, please type the job title or “intern” into the keyword search through the link above. You can modify your search by applying to your location(s) of interest, which we recommend to best align you to a role. **The Application-Interview Process:** Step 1: Online application, including resume/CV Step 2: Online assessments and Video Interview Step 3: Virtual Interview with business Step 4: Offer and on-boarding **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). **Compensation** The hourly rate being offered for this role is $27 - $28.75/hr USD. This role is also eligible for over-time. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k). **Recruiting tips:** WTW specializes in preparing for the unknown. Here's how to get ready for the big day: EOE, including disability/vets At Willis Towers Watson, we believe that a culture of inclusion and diversity (I&D) is critical to our business. It's not a separate initiative in its own silo. Rather, I&D is fundamental to everything we do including how we hire and promote, how we work with clients, and how our team's function. With 45,000 colleagues serving more than 140 countries and markets, our company vision includes being a destination employer where colleagues work together as one team. **Location** Phone ************** Email *************** Website Address 350 Spelman Lane Southwest Campus Box 10 Atlanta, GA 30314 Social

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

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

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

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

Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required Prior banking experience 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 may include weekends and evenings

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office

Job DescriptionBenefits: Bonus based on performance Competitive salary Paid time off Signing bonus Training & development ROLE DESCRIPTION: As a financial service Representative with Knepper Ins. Agency Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office