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Investment banker jobs in Wilmington, DE

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  • Online Banker

    Citizens 2.9company rating

    Investment banker job in Norristown, PA

    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. If you want to know about the requirements for this role, read on for all the relevant information. 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. 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. 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. 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 ~ Ability to work branch hours, which can include weekends and evenings ~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experience Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. xevrcyc Remote working/work at home options are available for this role.
    $38k-59k yearly est. 1d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    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 3.8company rating

    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
  • Customers Bank 2026 Summer Internship Program

    Customers Bank 4.7company rating

    Investment banker job in Malvern, PA

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Who is Customers Bank? Customers Bank is a high-performing, digital-forward financial institution committed to innovation, collaboration, and community impact. With a culture rooted in entrepreneurship and continuous learning, we invest deeply in developing the next generation of leaders who will shape the future of banking. Our internship program is a cornerstone of our early-career talent strategy, offering students hands-on experience, executive exposure, and the opportunity to solve real business challenges - including our signature AI Capstone Project. We get you further, faster. You're known by name. You're trusted as a builder, advisor, and innovator. We start from a place of possibility. We embrace innovation and challenge convention to create meaningful, lasting impact. We act decisively. We pursue opportunities with urgency and agility, bringing ideas to life quickly and effectively - always with a focus on high-impact outcomes. We own our results. Through effort, resilience, and relentless accountability, we drive measurable success for our clients, communities, and company. We measure what matters. We set high standards, track progress, and hold ourselves accountable to outcomes that truly matter. What you'll do: During this 10-week program, you'll be embedded within a specific business area - such as banking, risk, operations, finance, or technology - working on projects that support real team objectives. You'll also collaborate with fellow interns on an AI-focused capstone project, participate in professional development programming, and engage with leaders across the organization. * Analyze data, support process improvements, and assist with research * Participate in weekly development workshops and executive speaker sessions * Contribute to department assignments aligned to business needs * Work with your intern team to tackle an AI-driven business challenge * Present your final project and insights to senior leadership * Build meaningful relationships across the bank through networking and team activities What do you need? * Rising senior (Class of 2027) pursuing a bachelor's degree * Interest in banking, financial services, business, technology, risk, compliance, analytics, or related areas * Strong communication, collaboration, and problem-solving skills * Curiosity and a willingness to learn in a fast-moving environment * Ability to work full-time for the 10-week summer program * Authorization to work in the U.S. Customers Bank is an equal opportunity 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. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
    $44k-56k yearly est. Auto-Apply 6d ago
  • Associate - Investment Funds (Mid -Level)

    Advocates Legal Recruiting

    Investment banker job in Philadelphia, PA

    Mid -Level Investment Funds Associate | AmLaw 100 Powerhouse Locations: Austin, Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC (Hybrid) Our AmLaw 100 client is doubling down on its dominance in the investment funds space. If you're a mid -level associate with 3-5 years of focused experience in fund formation and investments across private equity, real estate, venture capital, and hedge funds, this is the move you've been waiting for. This is not a plug -and -play role. You'll be advising elite fund sponsors and institutional investors on complex domestic and international fund structures. Secondary transactions, carry vehicles, separately managed accounts-if you know the playbook, they want you running point. What You'll Bring: JD from a top -tier institution 3-5 years of experience with fund formation and investments Strong background in structuring private funds and investor -side work Exposure to secondaries, SMAs, and carried interest vehicles a plus Previous AmLaw 100 firm experience is strongly preferred What You'll Get: Base comp between $260,000 and $365,000 Top -shelf medical, dental, vision, and 401(k) Real -time mentorship and long -term runway Hybrid flexibility, without sacrificing prestige or opportunity This group is known for its collaborative ethos and the kind of deal flow that makes your résumé-and your network-seriously level up. If you're looking to work alongside some of the most respected funds attorneys in the game, your seat is waiting. Ready to elevate your career? Let's talk. Click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
    $79k-136k yearly est. 60d+ ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Investment banker job in Philadelphia, PA

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
    $79k-129k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Intern (Spring 2026)

    Comcap Holdings LLC

    Investment banker job in Philadelphia, PA

    About ComCap Holdings ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies. During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments. Role Qualifications Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above. Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses. Financial modeling experience in Excel, basic or better PowerPoint skills. Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period. Strong written and verbal communication skills. A strong academic record from a leading undergraduate program is required. Entrepreneurial streak. Work authorization in the US. Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally. Role & Responsibilities Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients. Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit. How to Apply: Please submit the following to ************************ Subject: First Name Last Name - CV / Position Applied for Given Name Last Name Email University Expected Graduation Date Major Field of Study Resume/CV Academic Transcript Why do you want to intern at ComCap? How many hours can you commit to the internship? Visit our career page at ***************************** for more information.
    $49k-90k yearly est. Easy Apply 5d ago
  • 2026 Summer Internship Program - Consumer Banking

    TD Bank 4.5company rating

    Investment banker job in Wilmington, DE

    Role Type: Internship/Co-op Work Term: Summer/Term 3 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.
    $27-27 hourly Auto-Apply 2d ago
  • Investments Internship Program - US

    Aberdeen 3.9company rating

    Investment banker job in Philadelphia, PA

    Job Title: Investments Internship Program Role Type: Full-time Internship Period: June - August 2026 (10 weeks) Closing date: Wednesday 29th October (We reserve the right to close earlier due to volume of applications) Assessment center to take place late November/early December Invest in Your Tomorrow At Aberdeen, we believe in investing in people, and that starts with you. Aberdeen's Investments US Internship Program your opportunity to gain hands-on experience, explore your interests and build a career with purpose. Over 10 weeks, you'll work on real projects, collaborate with experienced professionals and develop the skills that will set you up for success. About Aberdeen Aberdeen Investments is part of Aberdeen Group plc, one of the UK's leading Wealth & Investments groups. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders and society. We are repositioning our specialist asset management business to meet client demand and are committed to providing excellent client service, supported by leading technology and talent. As a global business, Aberdeen consists of three divisions: Investments, Adviser, and interactive investor (ii). Each division is dedicated to meeting and adapting to our clients' evolving needs. In the Americas, our sole focus is on the investments business. We have offices in Boston, New York, Philadelphia, Miami and Sao Paolo. Our breadth of experience gives us close proximity to the companies we invest in and the markets we operate in. What You'll Do We offer investment expertise across different key asset classes and markets so that our clients can capture investment potential wherever it arises. By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals. And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally. The combination of our research, thematic thinking, ESG best practice and extensive on-the-ground analysis helps us find the most sustainable future-fit investment opportunities globally. We look to place interns throughout our investment areas, including: Equities Fixed Income ETFs Throughout the program, you can access e-learning courses, a structured development plan, and networking opportunities with senior leaders and colleagues. Who We're Looking For We are looking for undergraduates in their junior year of studies, from diverse academic backgrounds but ideally with an interest in Finance. Ideal candidates will have excellent analytical skills, be client-focused, collaborative and be strategic thinkers with a futurist mindset. Being able to demonstrate you have strong communication and organization skills is also important. Application Process Resume & Online application Online testing Online pre-recorded interview Assessment Center (group activity, case study and panel interview) Pathway to Our Graduate Program Completing your internship could be just the beginning. You may be considered for a place on our 24-month rotational Graduate Program, starting in September 2027. This offers a supportive environment to gain skills, experience, and industry qualifications. Our Inclusive Culture We are committed to exploring the possibilities of working smarter. This means we'd like to hear from you, whatever way you like to work. We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist. You can find out more about our inclusive culture here. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical. Apply Today Join us in building a future where everyone can thrive. We are an affirmative action - equal opportunity employer. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
    $47k-71k yearly est. Auto-Apply 60d+ ago
  • Premier Client Banker - PNC Wealth Management

    PNC 4.1company rating

    Investment banker job in Wilmington, DE

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Wilmington-Delaware area. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. + Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business.Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. + Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. + Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners.Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. + Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Competencies** Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. **Work Experience** Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **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.
    $29k-44k yearly est. 28d ago
  • Citizens Banker

    Citizens Financial Group 4.3company rating

    Investment banker job in Wilmington, DE

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications High School degree or GED required 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience 1 year cash handling experience Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings
    $24.5 hourly Auto-Apply 39d ago
  • Premier Client Banker - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Investment banker job in Wilmington, DE

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Wilmington-Delaware area. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. * Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. * Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. * Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. * Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. 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.
    $34k-55k yearly est. 29d ago
  • Financial Representative

    National Financial Network-Guardian 4.3company rating

    Investment banker job in King of Prussia, PA

    Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us…www. NatFin. Net Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
    $33k-53k yearly est. 25d ago
  • Personal Banker II

    Citadel 4.7company rating

    Investment banker job in Audubon, PA

    Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs. Duties and Responsibilities Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value. Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals. Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines. Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals. Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events. Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards. Ensure operational and financial safety and soundness through knowledge and sound decision making. Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws. Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization. Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel's corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position. Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS. Remain compliant with the Bank Secrecy Act by completing annual BSA training. Maintain confidentiality of members financial information in a secure and secure manner Ability to work Saturdays. Perform other duties as assigned. Qualifications and Education Requirements Experience 2 + years of sales and face-to-face customer service experience. 3 + years sales and face-to-face customer service experience. Preferred Prior financial industry experience. Preferred Cash handling experience. Preferred NMLS. Preferred Notary. Preferred PC literacy Ability to navigate multiple software applications Ability to achieve sales goals through outstanding service. Strong attention to detail. A track record of working effectively in a team environment and building solid relationships. Ability to multi-task. Excellent communication, judgment, decision and problem solving skills. Ability to understand and follow direction. Ability to maintain confidentiality, use tact and diplomacy. Demonstrate professionalism through dress and demeanor Ability to develop business organically with a strong customer service background Self-Motivator who holds themselves accountable for achieving goal Strong technical skills and ability to work with multiple systems such as CEB machines Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity Education High School Diploma or equivalency Performance Measurements Performance metrics will be established each year based on corporate and strategic goals. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. EEO Statement Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
    $30k-39k yearly est. 58d ago
  • Associate Personal Banker Fairfax

    Wells Fargo 4.6company rating

    Investment banker job in Wilmington, DE

    **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 **Location:** + 2011 Concord Pike Wilmington, DE 19803 This position is part of a collective bargaining unit represented by a union. **Posting End Date:** 21 Dec 2025 **_*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. **Req Number:** R-510049
    $28k-40k yearly est. 4d ago
  • Associate Personal Banker Fairfax

    W.F. Young 3.5company rating

    Investment banker job in Wilmington, DE

    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 Location: 2011 Concord Pike Wilmington, DE 19803 This position is part of a collective bargaining unit represented by a union. Posting End Date: 21 Dec 2025 *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.
    $27k-32k yearly est. Auto-Apply 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Albert Reyes-State Farm Agent

    Investment banker job in Philadelphia, PA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Bilingual Insurance & Financial Services Representative (Spanish/English) Drive Impact. Grow Wealth. Build Your Legacy. Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential? Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow. This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence. Why Youll Love This Career Uncapped Earnings Competitive base pay plus commission, bonuses, and long-term income opportunities. Meaningful Work Help clients plan for retirement, protect their income, and build generational wealth. Bilingual Impact Leverage your Spanish and English fluency to expand your reach and deepen client relationships. Full Training & Support Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services. Real Career Advancement Opportunities to grow into leadership roles and specialized advisory positions. What Youll Do Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions Stay informed on market trends, financial products, and client needs to deliver expert recommendations Provide exceptional service while meetingand exceedingsales and performance expectations What You Bring Fluency in both Spanish and English (required) Experience in insurance, financial services, or consultative sales preferred (3+ years ideal) Strong communication skills with the ability to simplify complex topics Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided) A driven, sales-minded approach and motivation to grow a rewarding career Take the Next Step If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you. Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
    $29k-55k yearly est. 20d ago
  • Financial Services Representative

    Mutual of Omaha Financial Advisors 4.7company rating

    Investment banker job in Blue Bell, PA

    The Company Behind You A national insurance and financial services company, Mutual of Omaha has been in the business for more than 100 years. With affiliates, the company manages assets in excess of $32 billion. Our advisors are responsible for providing insurance, investment products and advice to our clients. Mutual of Omaha's representatives have helped millions of families reach their financial goals, and plan for a secure future. Here's what you can expect: Access to a complete line of insurance and financial products and services The backing of a strong, stable, and secure company Solid consumer brand awareness such as Mutual of Omaha's Wild Kingdom, and key national sponsorships such as USA Swimming and the professional golfers on the PGA, LPGA, Web.com, and Champions tours National and local TV and print advertising focused on our products and services Strong company ratings from industry raters like A.M. Best, Standard & Poor's and Moody's Investors Service Job Description As a Financial Sales Representative with Mutual of Omaha Financial Advisors, your goal is creating, maintaining, and protect the financial stability for your clients. The main priority is developing relationships with your clients based on trust, honesty, and integrity. With your ability to assess a client's current financial state and create a plan for a successful financial future, you'll earn the respect of your clients and colleagues. You'll use insurance as a foundation on your path to becoming a Financial Advisor, starting by obtaining the appropriate insurance licensing for your state. When you help ensure that clients are financially prepared for life's uncertainties in the future, they can enjoy financial investments and plans of the present. Whether you are just starting in the industry or want to further develop an existing practice, the Neil Chonofsky Division Office is dedicated to helping you toward many years of success. Using a proven training program, you will learn business essentials from industry leaders and specialists. We'll provide the tools to help you break into new niche markets, cultivate natural markets, and a referral process to take advantage of those markets. Most importantly, we will provide you with the stability and environment necessary to develop a thriving practice. An opportunity with Mutual of Omaha can provide you with: Unlimited income potential, plus bonuses & other awards Financial support during your early years to help you build your business Worldwide incentive travel - some trips have included Hawaii, Rio de Janerio and China Be in business for yourself, but not by yourself! Mutual of Omaha offers one of the most comprehensive training programs in the industry. There are turn-key lessons dedicated to getting you off to a fast start, as well as local and regional business and marketing support. We offer a clearly defined path to support your professional growth. By offering specialties in Insurance-Based Financial Advising, we protect families and businesses against risk and life's uncertainties. There is also unparalleled management and development training available for those who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize in a particular arena of financial advising. Making A Difference What motivates advisors? It's what they consider their mission; helping protect individuals, families and businesses. Our agents make a real difference in people's lives. Good planning can impact families for generations. If you're looking for more than just another job, take a look at Mutual of Omaha Financial Advisors. For more information on a career with Mutual of Omaha visit: *********************************************** We have offices located in Bell Bell, PA, Bethlehem, PA, Marlton, NJ, Baltimore, MD, Pittsburgh, PA, Cleveland, OH, and Rehoboth, DE. Please contact us if you are interested in any of these areas or visit: ********************** and a recruiter will contact you directly. Check us out on Facebook at *************************************** Qualifications Requirements: Must have Life, accident & Health Insurance Licenses OR the ability to obtain licenses prior to your start date Encouraged to obtain Series 6/63 or Series 7 within one year and Series 65 or Series 66 within two years Must have reliable transportation (A reliable automobile is necessary for this position) Bachelors and/or Associates degree preferred, or prior experience in the industry Able to work on a full-time basis (with schedule flexibility permitted) and excellent Time Management skills Must have Strong, Moral, and Ethical beliefs and a strong will to help others Must have a positive attitude, a willingness to learn and an understanding and belief in the importance of insurance and financial advising Desired Skills & Experience: Strong leadership and organizational skills - you are as successful as you want to be with Mutual of Omaha. We want you to develop into a mentor and an ambassador for our company, and it starts at the top. Good interpersonal skills - you are always going to meet new people with this opportunity. Having the ability to communicate with people, is one of the biggest indicators of who will be our successful advisors. Motivated and self-driven - If this job were easy, everyone would do it. For the elite, that make Insurance and Financial Services their calling, it offers a rewarding life in more ways than one. Only you can determine how successful you will be. Entrepreneurial spirit to run your own business - you are your own boss with Mutual of Omaha. You decide when you want to work, and you are responsible for the development of yourself and your staff. This leads to the desired culture your business will need to be successful. Ability and willingness to implement existing systems and technology - at Mutual of Omaha, we have resources available to insure that you succeed. If you are willing to learn our systems and methods, you will be successful. Take the Next Step If you are interested in learning more about this great career opportunity go to: http://**********************/ and complete the contact information card on the website. For an inside look in a sales career with Mutual of Omaha's leading national agency visit: *********************************************** Additional Information Cindy Wilkosz Mutual of Omaha Financial Advisors Training Recruiting Specialist ************** x241 ********************** **************************************** ***************************************************** Like us on Facebook! ----> https://***************************************
    $31k-38k yearly est. 60d+ ago
  • Personal Banker - West Chester, PA

    First Bank Nj 3.8company rating

    Investment banker job in West Chester, 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: 1. 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. 2. Operates a teller window regularly to meet the needs of the branch clientele. 3. 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. 4. 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. 5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship. 6. Actively engage with valued customer relationships to promote growth and retention. 7. Maintains confidentiality in handling customer and bank information. 8. Follows security policies and procedures to prevent bank and customer losses. 9. Resolves customer complaints and escalates appropriately. 10. Maintains a detailed level of knowledge on retail products and services. 11. 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 Pay: From $20.00 per hour Benefits: * 401(k) * 401(k) matching * Paid time off Schedule: * Monday to Friday * Weekends as needed Experience: * Cash handling: 1 year (Preferred) * Banking: 1 year (Preferred) * Customer service: 1 year (Preferred) Work Location: In person
    $20 hourly 30d 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 14d ago

Learn more about investment banker jobs

How much does an investment banker earn in Wilmington, DE?

The average investment banker in Wilmington, DE earns between $92,000 and $284,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Wilmington, DE

$161,000
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