Proprietary Equity Trader Position
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 ***************************
Easy ApplyEquity Trader
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
Easy ApplyTrader
Personal banker job in Newtown, PA
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Job Summary:
Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS.
Core Responsibilities:
* Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits.
* Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies.
* Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss.
* Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts.
* Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes.
* Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information.
* Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions.
Required Skills (External)
* BS degree in Finance/Business/Engineering or other related discipline
* 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s)
* Excellent analytical, communication, and interpersonal skills
* Proven negotiation skills
Preferred Skills
* Prior trading experience in financial markets (futures, spreads, options, swaps, etc.)
* Physical clean products trading experience in Chicago, NYH and/or USGC markets
* Understanding of refined products logistics assets in the U.S. (pipelines/terminals)
* Experience using Right Angle
Private Client Banker - Horsham, PA
Personal banker job in Horsham, 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: **************************************************************************
Auto-ApplyPrivate Client Banker - Langhorne, PA (New Build)
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: **************************************************************************
Auto-ApplyUniversal Banker - Warminster
Personal banker job in Warminster, 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:
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 ABA Banking Fundamentals and Consumer Lending.
Must have strong product knowledge and actively champion and coach for Q2 Sales and Service, referrals and product campaigns.
Universal Banker - Conshohocken Branch / Float
Personal banker job in Conshohocken, PA
* Note that this position will be based out of Conshohocken Branch two days per week, and floating up to three days in surrounding branches, as needed.* This position is will be expected to support the efficient and accurate paying and receiving function and sales and service function of the Company branch according to Company policies and procedures. The position will also oversee security and compliance within the unit; ensure department compliance with all operating policies and procedures and communicating with appropriate personnel. This position will be expected to perform the duties of both a Teller and a Customer Service Representative.
Responsibilities
* Serve customers at an assigned teller station by processing a variety of transactions in accordance with Company procedure.
* Perform balancing and upkeep of branch and responsible offsite ATM(s) when required.
* Assist customers by answering questions and obtaining specialized services from other Company departments.
* Respond to inquiries relating to his/her particular area, or to requests from customers, other Company personnel, etc., within given time frames and within established Company policy.
* Complete the documentation and performs point-of-sale processing on all types of new accounts, e.g. loans, deposits, etc.
* Solicit new business from present and prospective customers.
* Provide sales information on a timely basis in order that this information may be included as part of monthly and year-to-date sales performance reports.
* Provide safe deposit box services to customers.
* Maintain a thorough knowledge of the features and benefits of all Company products and services.
* Provide periodic reports to the Teller Supervisor and other unit supervisors, appropriate groups or individuals.
* May require Nationwide Mortgage Licensing System and Registry (NMLS) registration to assist with the consumer and residential lending process.
* Act as a supervisor on duty, in the absence of the Assistant Branch Manager and/or Branch Manager.
* Work Saturdays, as required. May open and close branch, office and/or vaults, under dual control. Set alarms, as necessary.
* May fill in at any of the other Company branch locations, as required.
* May support the team, as required.
* All other duties as assigned.
Qualifications
* High School Diploma or GED.
* Minimum of two (2) years' experience in a related role (customer service/sales); experience within the field of banking is preferred.
* Proficient in sales process; including the ability to recognize and suggest products and achieve referral goals.
* Strong interpersonal relations and communication skills (oral and written).
* Demonstrated strong customer service skills.
Benefits
* Medical
* Dental
* Vision
* 401(k) Match
* Profit Sharing
* Paid Time Off
* 11 Holidays
* Tuition Reimbursement
* Free Parking throughout Tompkins Community Bank
* Employee Referrals
EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
For more information, please click here
#communitybank
Pay Range
USD $0.00 - USD $0.00 /Hr.
Financial Services Representative I
Personal banker job in Mount Laurel, NJ
Job Details Branch 55 Mt Laurel - Mount Laurel Township, NJ Full Time BankingDescription
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Required KSAs
High school diploma or GED.
Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
Minimal travel amongst branches may be required.
Physical Requirements
Ability to sit at a desk and computer for extended periods.
Ability to lift up to 20 pounds.
In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Pay Range
$21.25 to $27.00
Universal Banker - Marlton, NJ
Personal banker job in Marlton, NJ
****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU*****
****401K - PFFCU contributes automatic 6% regardless of employee contribution after 1 year*****
********Great benefits, paid time off, and more! Become a part of the team today!******
Are you looking for a career with professional growth opportunities?
Do you have a passion for helping others?
Do you enjoy setting goals and reaching them?
If you answered
YES
to any of the above questions, we are looking for you!
PFFCU's Branch Representatives are responsible for providing superior member service to new and existing members. Branch Representatives are responsible for developing member relationships while following established processes and guidelines in daily activities to recommend the right products and services while providing a high level of integrity and operational efficiency in support of the Credit Union's goals.
Key Responsibilities:
Member Service: Be friendly, professional, and possess strong critical thinking and problem solving skills while treating members with respect.
Sales Results: Engage in needs based conversations to uncover our member's needs and make meaningful recommendations of products and services.
Quality of Work: Adhere to all PFFCU policies and procedures and producing work that is thorough and completed with minimal errors while ensuring our member's information is secure and protected.
Volume of Work: Make every effort to handle member inquiries efficiently and to completion.
Product and Operational Knowledge: Develop and maintain a good working knowledge of all PFFCU products, services as well as policies and procedures.
Teamwork: Willingness to adjust schedule and work additional hours to help meet service levels.
Dependability: Manage time off appropriately, not calling out unnecessarily and arrives to work on time.
Professionalism and Appearance: Presents a professional image, demeanor and speaking voice in all interactions with members, co-workers and supervisors.
Additional Requirements: Ability to learn and adapt to new information and technology.
Desired Skills:
Highly motivated, enthusiastic self-starter with a strong work ethic
Demonstrated ability to meet individual goals
Communicates effectively and confidently
Superior customer/member service skills
Strong organizational skills and detail oriented
Ability to function in a fast-paced and changing environment
Ability to communicate concisely and clearly
Ability to work within the Branch and flexible to work weekends and or extended hours as needed
PFFCU is an Equal Employment Opportunity (EEO) Employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. PFFCU complies with Philadelphia's Fair Chance Hiring Law;'
#PFFCUBSR
||Po
Auto-ApplyUniversal Banker - Washington
Personal banker job in Washington, NJ
The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed.
Essential Functions
Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services.
Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
Drives proactive sales and service conversations through inbound and outbound interactions.
Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View.
Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings.
Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently
Count, organize, and safeguard cash and other negotiable bank items.
Assist customers with inquiries and solve problems in a professional and courteous manner.
Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.
Open new accounts ensuring all required documentation is obtained and is accurate.
Comply with all established policies and procedures.
Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.
Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions
Completes transactions accurately and ensure the safety of the bank
Travel required for meetings, community involvement and assistance covering local branches.
Participate in community and volunteer events that are endorsed by the bank.
Education and Experience
High School Diploma or equivalent with at least 3-5 years of comparable Retail experience.
College degree preferred, not required.
Prior cash handling or customer service experience
Must be extremely organized and detail
Must work well in a fast-paced, team environment.
Excellent communication skills, both written and verbal, are
Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required.
Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability to use computer keyboard and system to enter data and process information.
Ability to read a computer screen at a close distance.
Ability to communicate, hear, and see.
Ability to use telephone to communicate with others.
Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
Financial Sales and Service Specialist
Personal banker job in Camden, NJ
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Camden, NJ. 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.
Universal Banker
Personal banker job in Morrisville, PA
Schedule: Monday through Friday 9:00AM to 5:00PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management.
Essential Duties and Responsibilities
Sales and service
* Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
* Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
* Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
* Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
* Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
* Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
Client experience
* Research and resolve problems and respond to client inquiries on account status.
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist banking center associates with all aspects of daily operations as needed, including audit controls.
* Assist banking center management with "on the job training" of new associates.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
* High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Universal Banker, Full Time - Flemington, NJ
Personal banker job in Flemington, NJ
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ!
Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you!
If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other.
If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
We are currently looking for a Universal Banker to work in our Flemington, NJ branch.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you:
Demonstrate a positive attitude and willingness to help others
Be a good team member, the type of person people want to work with
Have some basic computer skills
Care about the work we do
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
Proprietary Equity Trader Position
Personal banker job in Conshohocken, PA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyPrivate Client Banker - Northeast PA Market Hire
Personal banker job in Warminster, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Morrisville Plaza Blvd - Morrisville, PA
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: **************************************************************************
Auto-ApplyFinancial Sales and Service Specialist
Personal banker job in Camden, NJ
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Camden, NJ. 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.
Universal Banker- Washington Township
Personal banker job in Washington, NJ
****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU*****
****401K - PFFCU contributes automatic 6% regardless of employee contribution after 1 year*****
********Great benefits, paid time off, and more! Become a part of the team today!******
Are you looking for a career with professional growth opportunities?
Do you have a passion for helping others?
Do you enjoy setting goals and reaching them?
If you answered
YES
to any of the above questions, we are looking for you!
PFFCU's Branch Representatives are responsible for providing superior member service to new and existing members. Branch Representatives are responsible for developing member relationships while following established processes and guidelines in daily activities to recommend the right products and services while providing a high level of integrity and operational efficiency in support of the Credit Union's goals.
Key Responsibilities:
Member Service: Be friendly, professional, and possess strong critical thinking and problem solving skills while treating members with respect.
Sales Results: Engage in needs based conversations to uncover our member's needs and make meaningful recommendations of products and services.
Quality of Work: Adhere to all PFFCU policies and procedures and producing work that is thorough and completed with minimal errors while ensuring our member's information is secure and protected.
Volume of Work: Make every effort to handle member inquiries efficiently and to completion.
Product and Operational Knowledge: Develop and maintain a good working knowledge of all PFFCU products, services as well as policies and procedures.
Teamwork: Willingness to adjust schedule and work additional hours to help meet service levels.
Dependability: Manage time off appropriately, not calling out unnecessarily and arrives to work on time.
Professionalism and Appearance: Presents a professional image, demeanor and speaking voice in all interactions with members, co-workers and supervisors.
Additional Requirements: Ability to learn and adapt to new information and technology.
Desired Skills:
Highly motivated, enthusiastic self-starter with a strong work ethic
Demonstrated ability to meet individual goals
Communicates effectively and confidently
Superior customer/member service skills
Strong organizational skills and detail oriented
Ability to function in a fast-paced and changing environment
Ability to communicate concisely and clearly
Ability to work within the Branch and flexible to work weekends and or extended hours as needed
PFFCU is an Equal Employment Opportunity (EEO) Employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. PFFCU complies with Philadelphia's Fair Chance Hiring Law;'
#PFFCUBSR
Auto-ApplyPrivate Client Banker - Northeast PA Market Hire
Personal banker job in Warrington, 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: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Private Client Banker - Horsham, PA
Personal banker job in Horsham, 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: **************************************************************************
Auto-Apply