BettingJobs are currently seeking a Sports Trader for an innovative sports betting company in their Philadelphia office.
This position would be well-suited to an individual with a passion for sports betting and exceptional analytical skills. Experience of modelling sports betting markets in a personal or professional setting would be highly advantageous.
Responsibilities:
Trading NFL, NBA, MLB, Tennis, NCAAF, NCAAB and Soccer
Running and maintaining strategies to trade pregame and live
Analyzing and recapping past decision-making to improve future trading decisions
Noting interesting trading and market dynamics to suggest areas of research for the quantitative team
Making recommendations to improve future trading strategies
Requirements:
Bachelor's degree, preferably in a technical discipline such as Math, Stats, Computer Science,etc.
Strong interest in sports betting
Exceptional quantitative, logical reasoning, and analytical skills
Ability to work under pressure in a fast-paced environment
Willingness to be flexible with hours and schedule
Knowledge of data manipulation libraries such as Pandas/NumPy
Ability to recap and analyze thought processes, trading situations, and market dynamics for future analysis
Strong interpersonal and communication skills
Visa sponsorship for work authorization is not available for this position now or in the future.
$60k-99k yearly est. 3d ago
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Relationship Banker - Wilmington Market
Bank of America 4.7
Personal banker job in Media, PA
West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-36k yearly est. 7d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Personal banker job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$71k-128k yearly est. Easy Apply 60d+ ago
Equity Trader
Chimerasecurities 3.8
Personal banker job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
$71k-128k yearly est. Easy Apply 60d+ ago
Trader-Capital Markets
Newrez
Personal banker job in Fort Washington, PA
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
POSITION SUMMARY
The Trader - Capital Markets is responsible for protecting base margin by mitigating the interest rate risk associated with the company's mortgage origination pipeline through the implementation of an effective hedge strategy. Trader will also ensure best execution on sales of funded loans via various execution strategies. Trader will work within the capital markets group and across the organization to ensure accurate reporting of risk, hedge positions, P&L, and counterparty exposure.
DESCRIPTION
Essential Functions, Duties, and Responsibilities
Run analysis on risk position to most effectively hedge the pipeline of interest rate lock commitments.
Facilitate daily dialogue between NewRez and our liquidity providers regarding market conditions, specific buy/sell axes, and investor sentiment.
Responsible for monitoring and tracking all available executions, including MBS, Cash, and Whole Loan execution styles. Will work closely with the best execution, pooling, and delivery teams to ensure the monetization of the pipeline is maximized.
Coordinate with pricing team on daily pricing for rate sheet, bulk bids, etc.
Participate in reconciliation of daily trade entry and margin exchange, as well as monthly Reg. Class Settlements and wire transfers.
Trader will be responsible for producing various risk and counterparty exposure reporting.
Monitor and report on empirical and dealer durations to ensure model accuracy.
Trader will be responsible for a full attribution of trading P&L.
Performs related duties as assigned by supervisor.
Qualifications and Education Requirements
B.S. degree in Business or equivalent.
Minimum at least 3 years mortgage experience with trading desk or back-office experience.
Skills, Abilities, and Knowledge
Strong verbal communication skills; strong writing and composition abilities.
Strong interpersonal skills with the ability to develop and maintain effective and professional relationships across the organization and with customers.
Strong influencing and negotiation skills; consultative and collaborative work style.
High learning agility with the ability to learn and integrate business variables and learn new systems and platforms.
Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment.
Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment.
Strong project management and time management capability.
Self-directed and comfortable working with ambiguity and uncertainty.
High degree of professional maturity, integrity, ability to maintain confidential data and information.
High degree of business acumen; strong technical aptitude.
Strong Microsoft Office skills
Strong analytical, quantitative, relationship development, and communication skills.
Must be competent in Microsoft applications such as Word, Excel, Access, and PowerPoint as well as Bloomberg, TradeWeb. SQL a plus.
Knowledge of industry standard hedging software (MIAC, Compass, QRM, etc.) preferred.
Work Environment and Physical Requirements
Working on-site at assigned office location.
Regular and punctual attendance adhering to schedule established by leadership.
Flexibility to work occasional adjusted work schedules
Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations.
Sedentary work in a stationary position at a cubicle for prolonged periods of time.
Constant repetitive motions required for operating a computer, such as typing and managing phone calls.
Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures.
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$60k-99k yearly est. Auto-Apply 18d ago
Private Client Banker - Northeast PA Market - Central/Northern Bucks County - PA
Jpmorgan Chase & Co 4.8
Personal banker job in Warrington, PA
JobID: 210699249 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$48k-114k yearly est. Auto-Apply 14d ago
Private Client Banker - Langhorne, PA (New Build)
JPMC
Personal banker job in Langhorne, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$37k-85k yearly est. Auto-Apply 60d+ ago
Private Banker
Mid Penn Bancorp 3.9
Personal banker job in Philadelphia, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures.
Essential Duties and Responsibilities
* Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development.
* Shares the value of Private Banking with clients who may be eligible
* Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems.
* Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs.
* Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs.
* Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs.
* Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities.
* Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week.
* Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis.
* Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement.
* Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area.
* Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process.
Education and Qualifications
* A B.S. or B.A. degree in a related field normally required; specialized banking education and training.
* A minimum of five (5) to seven (7) years' experience in related positions normally required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$34k-59k yearly est. 37d ago
NB1584 - Universal Banker Trainee
Northfield Bank 4.3
Personal banker job in Pennington, NJ
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve.
Title: Universal Banker Trainee
Location: Hopewell, NJ
Branch: Hopewell Crossing
Status: Full Time
Job Summary
Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product-related recommendations through cross-selling and referring bank products and services.
Responsibilities Include:
Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls.
Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
Accept and accurately process all financial service transactions within bank policies, procedures and regulations
Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
Contribute to branch goals by accomplishing assigned sales targets
Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
Maintain a working knowledge of all bank products and services
Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area
Compliance with all relevant Bank policies and procedures
Other:
May require occasional travel for business meetings or training.
Management may authorize transfers to other branches based on business need.
Competencies :
Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.
Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting.
Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.
Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions.
Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations.
Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques.
Job Requirements:
High School Diploma or equivalent required
1+ years banking experience preferred
Basic math skills required
Experience operating an Adding Machine preferred
Good Computer Skills required
Previous Teller Experience preferred
Prior customer service skills preferred
Prior cash handling skills preferred
Selling to customers' needs preferred
Excellent communications and problem-solving skills
Must be able to stand for prolonged periods of time
Ability to lift and transfer coin bag (approximately 30 lbs.)
*Equal opportunity employer- vets/disabled
Salary Pay Range: $19.00 - $25.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$19-25 hourly Auto-Apply 5d ago
Philadelphia and South New Jersey Experiential Representative, Golf (Contract)
Wilson Sporting Goods
Personal banker job in Philadelphia, PA
Experiential Representative, Golf | Philadelphia & South New Jersey Contract Duration: February 2026 - July 2026 At Wilson, we are here to empower every human to live like an athlete. Passion. Creativity. Integrity. Teamwork. Ambition. Innovation. These are the qualities that have made Wilson Sporting Goods Co. the number one sports equipment brand in the world. We come together to win, grow, and celebrate. We all play for Team Wilson. We all have a role to play within our organization and are working towards the same goal. One team, one dream.
We believe that being an athlete isn't something you do, it's who you are. It's a universal code of conduct, a way of seeing the world and how you show up every day. We seek out diverse voices and welcome all perspectives. Our team is composed of individuals with unique backgrounds, points of view and experiences. These perspectives create a rich and diverse culture in which we learn from one another through empathy and inclusion.
Evolving the sports world and being the best partner for players, athletes, and our community is no small task. We are continually looking to add enthusiastic, ambitious, team-first individuals who desire to make a difference -and who love to help others win. Together, we will create a better world through sport. Join us.
What You'll Do
We are currently seeking a seasonal Experiential Representative to join our golf sales team. We're looking for a passionate golfer located in Philadelphia & South New Jersey to work full-time from Mid-February 2026 through July 2026.
The Experiential Rep will play a key role in executing grassroots initiatives for Wilson Golf. This person will work with the Regional Sales Manager, Territory Manager, and National Account Manager to achieve company sales, marketing, and distribution objectives in selected golf epicenters.
Specific responsibilities include, but are not limited to:
* Work with Wilson Territory Managers to achieve company sales objectives through consumer events, fittings, marketing, and cultivating new & existing customer relationships
* Work full 5 days a week, Tuesday-Saturday during agreed start and finish dates of employment
* Plan, conduct, and report on fitting & trial events in Wilson's selected golf epicenters
* Visit key accounts after event days and provide customer service related to merchandising, product and fitting training and building relationships
* Develop partnerships with key and green grass accounts by engaging & training store staff
* Provide accurate reporting metrics including sell through sales on an event-by-event basis
* Build consumer relations through fitting appointments & on-site e-mail collection
* Responsible for refreshing POP and marketing needs
* Act as the main contact for providing images & consumer insights for social media
* Partner closely with the in-store sales team to drive consumer sales and deliver an exceptional customer experience
* Support and execute in-store events designed to increase product awareness, engagement, and sell-through
* Assist with day-to-day activites, including product demonstrations, customer interactions, merchandising support, and general floor operations to ensure sales goals are met
What We're Looking For
We are looking for someone with a minumum 01 year of strong experience in golf sales and club fitting/building.
Other qualifications include:
* Knowledge and interest in golf, as a means of developing authentic deliverables against a focused sports audience
* Strong communication skills to effectively present information and work with cross-functional teams
* Strong social skills necessary to network with the public and identify the untapped fitting customers for Wilson Golf
* Demonstrated ability to influence, educate and sell the Wilson message to the golf consumer
* Self-starter with demonstrated ability to work autonomously and take on a variety of tasks
* Solid attention to detail with strong organization and project management skills
* Ability to manage time working independently while balancing the need to be a team player that understands the value of a collaborative approach
* Strong financial understanding with ability to manage budgets and control inventory
* Willingness to create and drive change (entrepreneurial spirit)
* Proven ability to work under pressure, prioritize and meet multiple deadlines
What We'll Provide
This fixed-term position pays $20-$22 per hour plus the opportunity to earn bonuses based on sales and new accounts. Mileage and overnights will also be covered.
Wilson Sporting Goods Co. is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other legally protected characteristics.
$20-22 hourly Auto-Apply 11d ago
Private Client Banker - Morrisville Plaza Blvd - Morrisville, PA
Chase 4.4
Personal banker job in Morrisville, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-59k yearly est. Auto-Apply 60d+ ago
New Accounts Sales Representative-Powersports
Turn14 Distribution
Personal banker job in Horsham, PA
🚀 New Accounts Sales Representative - Powersports📍 Location: Horsham, PA | Schedule: Monday to Friday | Employment Type: Full-Time📂 Department: Sales - Powersports📋 Reports To: Sales Manager Turn 14 Distribution is looking for a driven New Accounts Sales Representative to join our Powersports team. In this in-office role based in Horsham, PA, you'll be at the forefront of driving revenue growth by qualifying inbound leads, generating new business through outbound prospecting, and guiding accounts through the onboarding journey. You'll also provide expert knowledge on our products, processes, and competitive advantages.
This role is ideal for a sales professional who is persistent, independent, innovative, and thrives in a fast-paced environment. If you're passionate about Powersports and enjoy building lasting customer relationships, this is the opportunity for you.
🎯 Key Responsibilities
💬 Customer Communication
Promptly respond to customer inquiries via phone, email, or text during business hours
Provide professional, sales-focused communication to drive conversions
🤝 Relationship Building
Develop strong relationships with key staff of new accounts to build trust and loyalty
Act as a liaison between customers and internal teams
Engage with vendors to encourage lead generation
📦 Product & Company Expertise
Master Turn 14 Distribution's tools, processes, and competitive edge
Offer detailed guidance on our services and product catalog
📈 Contribution to Company Initiatives
Support brand launch goals and other strategic company projects
Help uncover new opportunities in targeted market segments
📚 Vendor & Brand Knowledge
Participate in vendor-led training to stay informed on new products
Maintain expert-level knowledge of Powersports brands within your segment
💼 Sales Targets
Meet or exceed lead generation, revenue, and margin goals
Identify and leverage upselling and cross-selling opportunities
🔍 Competitive Intelligence
Analyze competitor strategies and adjust positioning accordingly
👥 Collaboration
Attend weekly sales meetings and contribute to strategic discussions
Collaborate with internal stakeholders to improve sales outcomes
✈️ Occasional Travel
Travel 1-2 times per year to attend trade shows and industry events
🛠 Knowledge, Skills & Abilities
In-depth understanding of the Powersports segment
Track record of delivering exceptional customer service
Organized, efficient, and goal-oriented
Team player with excellent communication skills
Proven ability to close sales and achieve revenue targets
Passionate about living out Turn 14 Distribution's core values
🎁 There at Every Turn: Our Benefits
We believe in empowering our employees through career growth opportunities, ongoing learning, and a strong culture of support. Here's what we offer:
Competitive Pay Structure
Company-Sponsored Insurance (Medical, Dental, FSA, Dependent Care Accounts)
Generous Paid Time Off and Paid Holidays
401(K) Match
Tuition Reimbursement
Company-Sponsored Events
Subsidized Part Purchasing Program
$32k-45k yearly est. 11d ago
Universal Banker - Downtown Quakertown
QNB Bank 4.2
Personal banker job in Quakertown, PA
GENERAL DUTIES AND RESPONSIBILITIES:
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate.
Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner.
Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource.
Opens, closes, and services every type of deposit product, able to take and disburse loans.
Perform branch functions requiring an in-depth knowledge of branch transactions. Including but not limited to performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day, ATM, Vault Settlement, etc.
May ensure daily office settlement.
Assists in the training of personnel and may be a member of a committee (i.e. Safety Committee) and train personnel on the information obtained from attending committee meetings.
Assists in processes and prepares branch cash and settlement.
Able to relate to other people beyond giving and receiving instructions.
Supportive of community through involvement and participation in local volunteer and/or charitable organizations.
Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
Required availability of all operating branch hours which can include holidays and weekends.
Assumes additional job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
Must be proficient in all aspects of job.
High School diploma or equivalent.
Complete Universal Banker Certification Checklist.
Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
Successful in motivating team members in all aspects of QNB's Service Excellence.
Ability to lift and maneuver 25-30-pound coin bags.
Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs.
Requires strong reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent (completion of some college courses preferred but not required).
Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
Must fulfill re-certification of Universal Banker I requirements annually.
PA Notary
Ability to solve problems and carry on without supervision.
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:
Successful completion of Banking Fundamentals and Consumer Lending.
Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.
$31k-37k yearly est. 60d+ ago
NB1584 - Universal Banker Trainee
Northfield Bancorp, Inc. 4.0
Personal banker job in Pennington, NJ
We are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being "locally grown," and credits our strength to our dedication to our customers and the communities that we serve.
Title: Universal Banker Trainee
Location: Hopewell, NJ
Branch: Hopewell Crossing
Status: Full Time
Job Summary
Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product-related recommendations through cross-selling and referring bank products and services.
Responsibilities Include:
* Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction
* Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls.
* Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs
* Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch
* Accept and accurately process all financial service transactions within bank policies, procedures and regulations
* Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed.
* Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions
* When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures
* Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary.
* Contribute to branch goals by accomplishing assigned sales targets
* Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
* Maintain a working knowledge of all bank products and services
* Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations
* Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period
* Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations
* Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area
* Compliance with all relevant Bank policies and procedures
Other:
* May require occasional travel for business meetings or training.
* Management may authorize transfers to other branches based on business need.
Competencies:
* Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust.
* Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting.
* Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time.
* Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions.
* Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations.
* Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques.
Job Requirements:
* High School Diploma or equivalent required
* 1+ years banking experience preferred
* Basic math skills required
* Experience operating an Adding Machine preferred
* Good Computer Skills required
* Previous Teller Experience preferred
* Prior customer service skills preferred
* Prior cash handling skills preferred
* Selling to customers' needs preferred
* Excellent communications and problem-solving skills
* Must be able to stand for prolonged periods of time
* Ability to lift and transfer coin bag (approximately 30 lbs.)
* Equal opportunity employer- vets/disabled
Salary Pay Range: $19.00 - $25.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)
$19-25 hourly 5d ago
Entry-Level Financial Representative
Evolution Financial Group
Personal banker job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$36k-72k yearly est. 12d ago
Universal Banker I
Century Savings Bank 4.6
Personal banker job in Gibbstown, NJ
Under the general supervision of the assigned manager, the Universal Banker position is a position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization. The Universal Banker follows the established policies and procedures for this area, in accordance with the bank and supervisor's direction. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
· Manages a cash drawer on a daily basis, balancing all monies in cash drawers at the end of shifts. Evaluates transactions and checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Transactions are completed accurately and courteously while adhering to operational procedures, referring questions to supervisor as needed.
· Promptly and cordially greets individuals as they enter the branch, promoting strong customer and client interactions and building relationships, participating in cross-selling, and offering new products and features in accordance with our Customer Service Standards of Excellence.
· Places applicable holds on accounts, ensuring immediate supervisory review.
· Provides access to safe deposit boxes.
· Demonstrates positive risk management decisions (including displaying a strong knowledge of guidelines for fraud prevention and robbery) while maintaining a work area that ensures the safety of all negotiable and confidential records.
· Reports any suspicious activity and performs all daily functions as outlined in the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.
· Performs ATM/coin machine settlement and customer assistance.
· Supplements general platform service responsibilities as required.
· Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information.
· Answers customer inquiries (both in-person and via telephone) about account types and banking products, such as CD's, money market accounts, and debit cards.
· Researches and resolves customer problems, acting as the customer liaison between other bank departments as necessary.
· Assists in creating Customer Identification File (CIF) records.
· Ensures operational and financial safety and soundness.
· Displays a spirit of teamwork and dedication to the goals and objectives of the bank.
· Performs other related duties as assigned.
See attached job description for additional detail.
$28k-32k yearly est. 26d ago
Financial Services Representative State Farm Agent Team Member
Jim Little-State Farm Agent
Personal banker job in Media, PA
Job DescriptionBenefits:
401(k) matching
Competitive salary
Training & development
Insurance Sales Representative Sales Team Member Now Inviting Candidates to Apply Join a winning insurance and financial services team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan including Health benefits.
Great bonus potential for top performers
Incentive paid travel opportunities
Paid time off - vacation, personal time, sick time and Holidays paid
Outstanding preparation if you aspire to be a State Farm agent in the future
Extensive training available
$29k-55k yearly est. 9d ago
Universal Banker III - MFC
Firstrust 4.3
Personal banker job in Philadelphia, PA
* Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience. Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a Universal Banker terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; additional responsibilities in support of branch leadership and goals as well as other related functions.
At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!
JOB DUTIES AND RESPONSIBILITIES:
Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions.
Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations.
Handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals.
Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals.
Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License.
Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth.
Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise.
Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences.
May be asked to attend quarterly Job Family meetings in corporate headquarters.
Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions.
Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. Continuously looks for ways to contribute to the overall team performance.
Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers' needs and expectations, while taking ownership and accountability of customer issues and complaints.
Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license with a strong understanding of basic features and benefits of all Firstrust products and services.
Reports on teller differences daily.
Will assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed.
Will comply with all opening and closing procedures.
PHYSICAL AND SENSORY REQUIREMENTS:
Prolonged periods sitting at a desk and working on a computer.
Candidate must have the ability to learn and sell bank products and services.
Must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
The ideal candidate must be outgoing and proactive with strong listening and verbal communications skills.
Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer.
Willingness to travel locally to attend training or support bank staffing needs.
POTENITAL ON-THE-JOB-RISKS:
None identified.
EDUCATION, TRAINING AND EXPERIENCE:
High School diploma or equivalent. Additional education in finance or related field a plus.
Minimum of two years of face-to-face customer service experience, preferably in a banking or retail environment with cash handling experience.
PC Literacy. Experience with Sales force or comparable Customer Relationship Management system a plus.
Ability to navigate multiple software applications.
NMLS or Notary a plus.
Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred.
Knowledge of banking regulations and compliance standards preferred.
Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity
Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
Detail-oriented with excellent organizational and multitasking abilities.
Excellent judgment, decision, and problem-solving skills.
Ability to maintain confidentiality, use tact and diplomacy.
Ability to adapt to changing priorities and work effectively in a fast-paced environment.
Positive attitude, with a genuine passion for helping others and providing exceptional customer service.
Commitment to personal and professional growth, with a desire to learn and develop new skills.
Professional demeanor and appearance, reflecting our bank's commitment to excellence.
$30k-35k yearly est. 21d ago
Business Banker (LO) Bilingual Spanish
W.F. Young 3.5
Personal banker job in Philadelphia, PA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual in Spanish
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Experience mentoring and peer-coaching others
Fluent in Portuguese a plus
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: Roosevelt Mall- 7345 Bustleton Ave., PHILADELPHIA, PA 19152
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
1 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$51k-68k yearly est. Auto-Apply 7d ago
Mortgage Banker
Quaint Oak Bank & Our Family of Companies 3.9
Personal banker job in Philadelphia, PA
Quaint Oak Mortgage, a subsidiary of Quaint Oak Bank, is hiring an experienced Mortgage Banker Join a growing organization that offers excellent opportunities for career growth, a team atmosphere and a competitive benefits package. We're looking for talented mortgage professionals to join our team!
Quaint Oak Mortgage is a Quaint Oak Bank Company, a local bank providing more than 95 years of service to the community. Through thoughtful communication, business expertise, and responsive customer care, we continually raise our own personal bar for servicing our customers.
Quaint Oak Mortgage is actively seeking experienced Mortgage Bankers throughout the continental US with an established book of business. You will be able to grow your portfolio by taking advantage of the unmatched support and resources provided by our company.
Focus on selling, not processing loans! Quaint Oak Mortgage has unparalleled support that helps you focus on what you do best - closing more loans. At Quaint Oak Mortgage you have unrestricted access to your underwriter and our work flow allows you to spend more time prospecting and less time processing.
What makes us a premier partner:
Highly competitive and customized compensation packages and benefits
Commissions paid within two weeks of closings
Extremely flexible scheduling and remote systems
Our QODirect App allows borrowers to apply online or on their mobile device and realtor partners to see constant status updates of their referrals
Earn compensation on both Residential and Commercial loans
In-house underwriting, processing and closing resources for every transaction
Lehigh Valley Business's 6 years running (2016-2021), Fastest Growing Companies nominee
Our extensive lending products:
FHA, VA, USDA, FNMA, FHLMC, PHFA
First Time Home Buyer Grants
Home Equity Loans and Lines of Credit
90% LTV on Jumbo loans
Non-Conforming Residential Loans
SBA Loans: 7a & 504
Commercial Real Estate Loans
Business Loans and Lines of Credit
Requirements:
3+ years direct mortgage sales experience as a loan officer
Bachelor's Degree is a plus, not required
Quaint Oak Bank and/or its subsidiaries is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, citizenship status, age, sex, sexual orientation, gender identity, marital status, national origin, disability or veteran status. Quaint Oak Bank and/or its subsidiaries is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation, contact Rachel Schmahl at ************ or **********************.
How much does a personal banker earn in Abington, PA?
The average personal banker in Abington, PA earns between $28,000 and $61,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Abington, PA
$41,000
What are the biggest employers of Personal Bankers in Abington, PA?
The biggest employers of Personal Bankers in Abington, PA are: