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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    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 3.8company rating

    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
  • Private Client Banker - East PA Market Hire - Feasterville Trevose, PA

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Trevose, PA

    JobID: 210684376 JobSchedule: Full time JobShift: Day : 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-115k yearly est. Auto-Apply 31d ago
  • Trader

    Nustar Energy 4.9company rating

    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
    $34k-40k yearly est. 60d+ 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
  • Universal Banker

    Stbank

    Personal banker job in Boothwyn, PA

    Boothwyn, PA 19061 Hours: Monday - Thursday: 8:30 am - 5:00 pm Friday: 8:30 am - 6:00 pm (Must be flexible around branch hours) Function: Responsible for the delivery of exceptional customer service related to branch operations on the teller line in conjunction with sales and platform duties, including meeting assigned sales goals, in support of Individual and Branch production goals. Shared responsibility of duties is dictated by the business needs of the branch. Duties and Responsibilities: Uses a combination of computer systems, S&T sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions, including the following: Utilizing computer systems to properly identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud (including, but not limited to verifying balances, placing holds, and documenting proper identification). Accepting deposits, verifying endorsements, and issuing receipts. Accepting checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization. Accepting savings deposits and withdrawals and performing related duties. Providing additional customer services, including bank money orders and other services. Accepting various loan payments or other types of payments. Balancing window cash daily. Performing ATM settlement where applicable. Assisting in vault balancing, where applicable. Uses the following key sales functions to deliver exceptional customer service and ensure complete customer satisfaction, while meeting and exceeding established sales goals: Profile customers to determine and recommend appropriate S&T loan and deposit products. Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binders, etc. Completes S&T sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions. Successfully develops customer profiles and identifies their banking needs. Closes business and performs follow-up calls to ensure customer satisfaction. Builds warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank. Demonstrates complete understanding of the S&T sales process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs. CARE certified within 6 months of hire. Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management. Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five vales and core drivers. Performs follow-up calls to new account customers to determine satisfaction and additional leads. Performs outbound calls as outlined in the branch playbook with reference to sample scripts in the sales and service guide and proposed potential customer lists provided to grow existing customer relationships. Participates in branch sales call campaigns, as needed. Performs data entry and prepares documentation to process new account customers and change existing accounts. Maintains existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed. Performs customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals. Prepares loan applications using LOS software and coordinates loan document preparation. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Assumes additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc. Education: Requires a high school diploma or equivalent. Experience: Two to five years general and specialized experience. Successful completion of the retail training program required including CSR and RSA training programs. Physical Demands: Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $18.00 - $34.90
    $18-34.9 hourly Auto-Apply 60d+ ago
  • Personal Banker - Cinnaminson, NJ

    First Bank Nj 3.8company rating

    Personal banker job in Cinnaminson, NJ

    The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Personal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals. Duties & Responsibilities: 1. Personal Bankers are responsible for offering and selling bank products and services to both consumer and small business customers. Including, but not limited to: Checking and Savings Accounts, Certificates of Deposit, Individual Retirement Accounts (IRAs). Deposit only business relationship customers with non-lending needs. 2. Operates a teller window regularly to meet the needs of the branch clientele. 3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products and/or services to customers and actively participates in referral opportunities. 4. Effectively use sales skills such as: effective listening, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming objections, asking for the business. 5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing banking relationship. 6. Actively engage with valued customer relationships to promote growth and retention. 7. Maintains confidentiality in handling customer and bank information. 8. Follows security policies and procedures to prevent bank and customer losses. 9. Resolves customer complaints and escalates appropriately. 10. Maintains a detailed level of knowledge on retail products and services. 11. Works collaboratively with the branch team to achieve customer sales and service objectives. Qualifications * Bachelor degree preferred * High school diploma/GED * Two or more years of related experience in Financial Services industry * Basic knowledge of retail product philosophy, policy, procedures, documentation and systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Effective selling and referral skills * Strong verbal and written communication skills * Ability to work a schedule that includes Saturdays First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities. Job details Pay From $20.00 per hour Job type * Full-time Number of people to hire for this job * 1 Schedule * Monday to Friday * Weekend availability Benefits * Health insurance * Paid time off * Vision insurance * Dental insurance * 401(k) * 401(k) matching * Flexible spending account * Health savings account * Employee assistance program Experience: * Cash handling: 1 year (Preferred) * Banking: 1 year (Preferred) * Customer service: 1 year (Preferred)
    $20 hourly 25d ago
  • Universal Banker - Warminster

    QNB Bank 4.2company rating

    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.
    $31k-37k yearly est. 60d+ ago
  • Student Financial Services Representative

    Cairn University 3.2company rating

    Personal banker job in Langhorne, PA

    Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship. Position Summary The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication. Essential Duties and Responsibilities Customer Service & Communication * Serve as a primary point of contact for students and families via phone, email, and in-person interactions. * Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances. * Contribute to the execution of the Student Financial Services communication plan across all mediums. * Present financial information at campus events and orientations as needed. Financial Aid Administration * Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager. * Process federal, state, and institutional financial aid, including packaging, verification, and corrections. * Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status. * Coordinate with the Business Services office on disbursement of aid and loan funds. * Support awarding and tracking of institutional scholarships and state grants. * Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment. Student Accounts Administration * Maintain accurate student accounts receivable records and post transactions. * Advise students on billing procedures, payment plans, and financial policies. * Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity. * Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar. * Collaborate with collection agencies and assist with past-due accounts as needed. Administrative & Cross-Functional Duties * Participate in departmental planning meetings and training for new or updated procedures. * Contribute to the development and maintenance of financial services policies and documentation. * Provide support for internal reporting and regulatory compliance. * Assist with process improvement initiatives and student service enhancements. * Serve in a front desk rotation to receive walk-in guests and payments. Skills and Abilities * Strong interpersonal and communication skills (verbal and written). * Commitment to excellent customer service and student care. * Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred). * Ability to manage multiple priorities and work collaboratively across functions. * Analytical and problem-solving abilities. * Comfort with public speaking and presenting to groups. Required Education and Experience * Bachelor's degree or equivalent combination of education and experience * One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions. Hours of Work Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule. Serving at Cairn University Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling. Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process. To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application. Ineligible for sponsorship of H1B visa. Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability or other protected characteristics, in administration of its educational, employment and admissions policies.
    $35k-41k yearly est. 9d ago
  • Associate Personal Banker - South Philadelphia

    W.F. Young 3.5company rating

    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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 1400 E Passyunk Avenue, Philadelphia, PA 19147 Posting End Date: 18 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $29k-35k yearly est. Auto-Apply 1d ago
  • Universal Banker - Grant and Academy

    Police & Fire Federal Credit Union 4.3company rating

    Personal banker job in Philadelphia, PA

    ****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
    $32k-40k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker, Conshohocken, Fayette Street, PA

    Banco Santander Brazil 4.4company rating

    Personal banker job in Conshohocken, PA

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. * Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. * Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. * Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. * Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Foster customer loyalty by addressing concerns and providing timely resolutions. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * Communicate clearly and effectively with customers in person, over the phone, or through digital channels. * Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required. * Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred. * 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) * 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) * 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. * Established relationship-building skills with a focus on customer experience and loyalty. * Excellent customer service skills and a passion for helping others. * Proven track record in sales and cross-selling products and services. * Ability to work collaboratively in a team-oriented environment. * Excellent communication, consultative and influence skills both verbal and written. * Ability to display a credible, trustworthy, and professional image at all times. * Proficient in using digital tools and technology to enhance customer engagement. * Ability to follow directions, policies, and procedures. * Ability to identify and escalate concerns of risk to appropriate channels. * Ability to work in a fast-paced environment and manage multiple priorities. * Computer proficiency and basic math skills. * Ability to work branch hours, which can include weekends and evenings. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $38,250.00 USD Maximum: $59,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $38.3k-59k yearly Auto-Apply 36d ago
  • Universal Banker - Washington

    Unity Bank 4.3company rating

    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.
    $29k-34k yearly est. 20d ago
  • Universal Banker - Conshohocken Branch / Float

    Tompkins Financial Corporation 4.0company rating

    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.
    $30k-39k yearly est. 20d ago
  • Financial Services Representative I

    Andrews Federal Credit Union 4.2company rating

    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
    $21.3-27 hourly 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Albert Reyes-State Farm Agent

    Personal banker job in Philadelphia, PA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Bilingual Insurance & Financial Services Representative (Spanish/English) Drive Impact. Grow Wealth. Build Your Legacy. Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential? Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow. This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence. Why Youll Love This Career Uncapped Earnings Competitive base pay plus commission, bonuses, and long-term income opportunities. Meaningful Work Help clients plan for retirement, protect their income, and build generational wealth. Bilingual Impact Leverage your Spanish and English fluency to expand your reach and deepen client relationships. Full Training & Support Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services. Real Career Advancement Opportunities to grow into leadership roles and specialized advisory positions. What Youll Do Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions Stay informed on market trends, financial products, and client needs to deliver expert recommendations Provide exceptional service while meetingand exceedingsales and performance expectations What You Bring Fluency in both Spanish and English (required) Experience in insurance, financial services, or consultative sales preferred (3+ years ideal) Strong communication skills with the ability to simplify complex topics Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided) A driven, sales-minded approach and motivation to grow a rewarding career Take the Next Step If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you. Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
    $29k-55k yearly est. 15d ago
  • Financial Sales and Service Specialist

    Mid Penn Bancorp 3.9company rating

    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.
    $40k-64k yearly est. 10d ago
  • New Accounts Sales Representative-Powersports

    Turn 14 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. 44d ago
  • Mortgage Banker

    Quaint Oak Bank & Our Family of Companies 3.9company rating

    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 **********************.
    $25k-29k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Scott Morris-State Farm Agent

    Personal banker job in Newtown, PA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Financial Services Representative Life Insurance & Investment Focus Scott Morris State Farm Agency Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security. This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred). Role Description As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future. Key Responsibilities Consult with Clients Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options. Drive Sales Growth Proactively market financial products, identify new opportunities, and close business with confidence. Portfolio Guidance Support clients with asset allocation, long-term planning, and portfolio management strategies. Ensure Compliance Adhere to all financial services regulations, documentation standards, and ethical guidelines. Qualifications A sales-dominant mindset with a proven track record in financial product or insurance sales 3+ years of experience in financial services, investment planning, or life insurance Strong analytical, consultative, and communication skills Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred Ability to build trust, maintain long-term relationships, and consistently drive revenue growth Why Join Scott Morris State Farm? Competitive compensation with base salary + commission + performance bonuses Licensing support for candidates seeking additional financial credentials A professional, growth-oriented team culture with mentorship and development opportunities If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
    $29k-55k yearly est. 9d ago

Learn more about personal banker jobs

How much does a personal banker earn in Camden, NJ?

The average personal banker in Camden, NJ earns between $23,000 and $49,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Camden, NJ

$33,000

What are the biggest employers of Personal Bankers in Camden, NJ?

The biggest employers of Personal Bankers in Camden, NJ are:
  1. PNC
  2. The PNC Financial Services Group
  3. Wells Fargo
  4. WSFS Bank
  5. The Citadel
  6. Capital Bank of New Jersey
  7. W.F. Young
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