Financial Center Associate (Teller)- Lykens/Elizabethville, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join the teams in Lykens and Elizabethville, PA!
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyFinancial Center Associate (Teller) - Huntingdon, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our team in Huntingdon, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyFinancial Center Associate (Teller) - Pottsville, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our West Market Street team in Pottsville, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyFinancial Center Associate (Teller) - Huntingdon, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our team in Huntingdon, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyFinancial Center Associate (Teller) - Huntingdon, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our team in Huntingdon, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
* Accepts deposits of various account types.
* Cashes checks within approved authority and operating policy.
* Sells official monetary instruments.
* Accepts loan payments, safe deposit box rent, and other related payments.
* Processes night deposits and mail deposits.
* Prepares and processes daily work for remote capture.
* Balances cash drawer in a timely manner.
* Provide safe deposit box services to customers as needed.
* Balances and/or services ATM machines as needed.
* Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
* A high school diploma or equivalent.
* Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Financial Center Associate (Teller) - Philadelphia, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our Allegheny team in Philadelphia, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being.
Position Overview
The Financial Center Associate is responsible for performing a variety of duties to support the daily financial center activities of a community bank while adhering to corporate, regulatory and audit guidelines. This individual will cash checks, receive deposits, process other transactions as authorized and within policy, balance a cash drawer, and maintain accurate records. In addition, the Financial Center Associate will ensure the delivery of superior service which includes promoting the organization's products and services and directing customers to the appropriate employee or department for specialized financial services.
Essential Duties and Responsibilities
Performs Financial Center Associate operational duties by conducting paying and receiving activities accurately within the guidelines of the organization's Financial Center Guidelines. Operates and balances cash drawer accurately and efficiently. Greets and serves customers in a friendly and courteous manner. Proactively seeks out new opportunities to deepen relationships with customers through suggestive sales techniques; actively refers customers to appropriate customer service personnel. Coordinates specific work tasks with other personnel within the financial center as well as with other departments in order to ensure the smooth and efficient flow of information. Possesses sufficient knowledge of the organization's products and services in order to refer customers to the appropriate person or department for specialized financial services. Effectively utilizes the organization's Customer Relationship Management program to track customer sales and service activities.
Accepts deposits of various account types.
Cashes checks within approved authority and operating policy.
Sells official monetary instruments.
Accepts loan payments, safe deposit box rent, and other related payments.
Processes night deposits and mail deposits.
Prepares and processes daily work for remote capture.
Balances cash drawer in a timely manner.
Provide safe deposit box services to customers as needed.
Balances and/or services ATM machines as needed.
Responds to inquiries relating to his/her particular area, or to requests from customers, other company personnel, etc., within given time frames and within established policy.
Education & Qualifications
A high school diploma or equivalent.
Previous cash handling and customer service experience preferred.
Skill(s)
Moderate reading, writing, and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills and sufficient skills to provide assistance in training of entry level Financial Center Associates; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplySenior Financial Center Associate - Hazle Township, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
Operates and balances cash drawer accurately and efficiently.
Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
Actively participates and promotes financial center sales and service programs and team events.
Has a working knowledge of all essential duties assigned to the Financial Center team.
Ensures financial center associates are accurately operating a drawer and back counter processing system.
Manages the daily settlement of the ATM.
Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
Provide safe deposit box services to customers as needed.
Orders all currency and coin for the office; ships extra money.
Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
Authorizes payment of checks above the financial center limit.
Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
Ensures the preparation of reports as assigned by financial center management.
Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplySenior Financial Center Associate - Hazle Township, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Senior Financial Center Associate - Hazle Township, PA
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is currently hiring a Senior Financial Center Associate in Hazle Township, PA We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Senior Financial Center Associate is responsible for managing the operations of the financial center staff to ensure the delivery of superior quality service while adhering to corporate, regulatory and audit guidelines. This individual assists with supervising the financial center staff and is expected to have a working knowledge of all essential duties assigned to the financial center team. The Senior Financial Center Associate works closely with financial center management to set goals for the staff and ensure achievement of those goals. In addition, this individual assists customers by opening accounts as needed.
Essential Duties and Responsibilities
* Performs Financial Center operational duties by conducting paying and receiving activities accurately within the guidelines of the bank's Financial Center Guidelines.
* Operates and balances cash drawer accurately and efficiently.
* Provides customer service including, but not limited to, processing and settling transactions and assisting customers by telephone contact of personal contact.
* Maintains appropriate cash levels in the financial center and ensures appropriate cash levels are maintained by individual.
* Actively participates and promotes financial center sales and service programs and team events.
* Has a working knowledge of all essential duties assigned to the Financial Center team.
* Ensures financial center associates are accurately operating a drawer and back counter processing system.
* Manages the daily settlement of the ATM.
* Accurately handles incoming and outgoing vault transactions; prepares vault settlement report daily and monitors vault security.
* Provide safe deposit box services to customers as needed.
* Orders all currency and coin for the office; ships extra money.
* Effectively manages time to ensure required operational duties such as, ATM settlement, financial center capture, audits, etc. are completed on time and in an efficient manner.
* Oversees and ensures that the financial center line operates in compliance with the organization's operating policies/procedures related to the processing of deposits, withdrawals, check cashing, and currency transaction reporting to satisfy all federal and state regulations.
* Authorizes payment of checks above the financial center limit.
* Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
* Ensures the preparation of reports as assigned by financial center management.
* Assists financial center management in monitoring over and short records following the Financial Center Guidelines.
Education & Qualifications
A high school diploma or equivalent. Associate degree in related field preferred.
A minimum of two (2) years of experience in related positions preferred.
Ability to work a flexible schedule as required to meet operating needs.
Notary experience preferred or ability to obtain notary as needed.
Skill(s)
Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Private Banker
Erie, PA jobs
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
* Initiate contacts for developing and closing new business
* Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
* Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
* Communicate on the development of new business accounts
* Meet and/or exceed annual production guidelines
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Cross-sell Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Monitor client accounts on an ongoing basis
* Schedule client meetings on a periodic basis
* Review financial / investment markets daily
* Develop a high community profile
* Minimize nonstandard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplySmall Business Banker II
Luzerne, PA jobs
The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate.
Essential Functions:
* Develop new and expanding existing small business relationships
* Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
* Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
* Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
* Engages in joint-calling activity with branch partners at a regular frequency
* Works to promote cross-sell behaviors personally and within assigned branch territory
* Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
* Follow current loans to ensure complete compliance with terms
* Proactively keep abreast of industry trends
* 25% of calls prospecting new clients and relationships
* Achieve and exceed budget goals as assigned by Region
* Actively participate in community affairs
* Encourage clients to maintain their personal banking at Northwest
* Prepare electronic loan applications for submission to Credit
* Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
* Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
* Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services
* Ensure risk ratings are appropriate based on your knowledge of the client
* As required, collect on delinquent accounts
* Analyze financial statements and related credit material to assess risk on a continuous basis
* Complete loan closings as required
* Provide credit information and references for internal review as requested
* Ensure all credit files include current financial statements, agency reports, etc.
* Participate in continued sales and credit training
* Complete all required Compliance training in a timely basis
* Ensure compliance with all Regulatory requirements
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Qualifications:
* Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
* 5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required
* Knowledge of all cash management services
* Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
* Knowledge of merchant services
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplySmall Business Banker II
Luzerne, PA jobs
The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate.
Essential Functions:
Develop new and expanding existing small business relationships
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Engages in joint-calling activity with branch partners at a regular frequency
Works to promote cross-sell behaviors personally and within assigned branch territory
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
25% of calls prospecting new clients and relationships
Achieve and exceed budget goals as assigned by Region
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training
Complete all required Compliance training in a timely basis
Ensure compliance with all Regulatory requirements
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Qualifications:
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required
Knowledge of all cash management services
Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
Knowledge of merchant services
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyPrivate Banker
Bellevue, PA jobs
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
* Initiate contacts for developing and closing new business
* Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
* Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
* Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
* Develop a high community profile
* Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
* Communicate on the development of new business accounts
* Meet and/or exceed annual production guidelines
* Complete financial profiles and accurately analyze customer needs and prepare proposals
* Recommend products and services accordingly, taking into account all available alternatives
* Perform presentations, meetings, and seminars with prospects
* Cross-sell Northwest products and services
* Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
* Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
* Monitor client accounts on an ongoing basis
* Schedule client meetings on a periodic basis
* Review financial / investment markets daily
* Develop a high community profile
* Minimize nonstandard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Assist with setting personal goals and targets
* Recommend improvements to sales and procedures
* Recommend new marketing initiatives / potential new business opportunities
* Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
* Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
* Consistently and fairly enforce safe work practices
* Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyPrivate Banker
Bellevue, PA jobs
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
• Initiate contacts for developing and closing new business
• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
• Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
• Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
• Develop a high community profile
• Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
• Communicate on the development of new business accounts
• Meet and/or exceed annual production guidelines
• Complete financial profiles and accurately analyze customer needs and prepare proposals
• Recommend products and services accordingly, taking into account all available alternatives
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
• Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Monitor client accounts on an ongoing basis
• Schedule client meetings on a periodic basis
• Review financial / investment markets daily
• Develop a high community profile
• Minimize nonstandard fee schedules
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Assist with setting personal goals and targets
• Recommend improvements to sales and procedures
• Recommend new marketing initiatives / potential new business opportunities
• Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
• Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
• Consistently and fairly enforce safe work practices
• Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyPrivate Banker
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Private Banker
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Private Banker
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Financial Sales and Service Specialist
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
Opens deposit accounts and takes loan applications.
Responds to customer questions, quotes rates and payments, recommends services.
Helps with account maintenance such as address changes, change of account signers, etc.
Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
Serve as a Financial Center Associate, when required.
Education & Qualifications
A high school diploma or equivalent with an emphasis in a business curriculum.
Notary experience preferred or ability to obtain notary as needed.
A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyFinancial Sales and Service Specialist
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
* Opens deposit accounts and takes loan applications.
* Responds to customer questions, quotes rates and payments, recommends services.
* Helps with account maintenance such as address changes, change of account signers, etc.
* Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
* Serve as a Financial Center Associate, when required.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum.
* Notary experience preferred or ability to obtain notary as needed.
* A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Financial Sales and Service Specialist
Finance associate job at Mid Penn Bank
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
* Opens deposit accounts and takes loan applications.
* Responds to customer questions, quotes rates and payments, recommends services.
* Helps with account maintenance such as address changes, change of account signers, etc.
* Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
* Serve as a Financial Center Associate, when required.
Education & Qualifications
* A high school diploma or equivalent with an emphasis in a business curriculum.
* Notary experience preferred or ability to obtain notary as needed.
* A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.