Bilingual Spanish - Mobile Banking Personal Banker
Personal Banker Job In Prospect Park, PA
Job Profile Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Mobile Branch Banker within PNC's Mobile Banking organization, you will be based in the Philadelphia, Pennsylvania area.Job Description
Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events.
Understands PNC capabilities, educates and coaches customers on technology options.
Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 40 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAnti-Money Laundering (AML), Customer Loyalty, Customer Solutions, Financial Modeling, Identifying Sales Opportunities, Leveraging Technology, Portfolio Management, Strategic CollaborationsCompetenciesAddressing Customer Needs, Branch Banking Services, Customer Acquisition, Customer Experience Management, Effective Communications, Managing Multiple Priorities, Sales Closing and Agreements, Sales Proposals and Presentations, Selling.Work ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) Licenses"Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Ability to drive a commercial motor vehicle (CMV) with a gross vehicle weight rating (GVWR) in excess of 10,001 pounds but less than 26,001. Obtain and maintain a valid Medical Examiner’s Certificate in accordance with state and federal requirements. Must have a current/up to date Driver’s License issued by the state where you will be working/driving, along with a clean driving record "BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Tax Senior - Hedge Funds
Personal Banker Job In Philadelphia, PA
Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!
Recruiting for this role ends on May 31st 2026.
What You'll Do
Tax seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.
The Team
As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
Required:
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
Bachelor's degree in accounting, finance, or other business-related field
One of the following active accreditations obtained, in process, or willing and able to obtain:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
Licensed attorney
Enrolled Agent
Certifications:
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
Advanced degree such as MST, MAcc, JD, or LLM
Previous Big 4 experience
Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Knowledge of fund accounting and general ledger accounting
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: ************************************************************************************************************
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Financial Associate
Personal Banker Job In West Chester, PA
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Junior Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Junior Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Junior Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
· Advising the customer regarding the advantages, risks, and disadvantages of different products
· Developing internal referral resources to identify existing customers
· Identifying external prospects and building up new client relationships
· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
· Maintaining all necessary licenses and registrations as required
· Successfully completing all mandatory training in a timely manner
· Maintaining superior and courteous service to promote products and expand customer relationships
· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Junior Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
· Life & Health Insurance license (Required)
· Strong sales, marketing and business development skills
· 2+ years of experience as producing advisor
· Bachelor's degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to:
· A clear transition plan and timeline so you know what to expect, and when
· Our orientation course to give you an overview of all the tools and services available to you
· Assistance with account transfers and paperwork, and frequent updates on their status
· Help with communications to your current clients about your transition
· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
· New business cards, stationery, and email address
· An introduction to our vast marketing resources, so you can start using them with current and prospective clients
If you are interested in this position, please attach a copy of your resume with your application.
Tax Credit Finance - Associate Attorney OR Counsel
Personal Banker Job In Yardley, PA
Title: Tax Credit Finance - Associate Attorney OR Counsel Location: This position may be located in Cincinnati, OH; Cleveland, OH; Columbus, OH; or Orlando, FL.
We are seeking a senior-level tax credit finance associate or counsel with 7+ years of law firm experience to join our nationally recognised Tax Credit Finance team.
Qualifications Include:
7+ years of relevant law firm experience focused on historic tax credits and new markets tax credits.
Experience with renewable energy tax credits would be beneficial, but is not required.
Ability to handle all facets of a tax credit transaction from leading or assisting on initial structuring to reviewing financial projections and negotiating business and legal issues
Work includes drafting, reviewing, and negotiating various tax equity and loan documents and opinions and conducting necessary due diligence, as well as overall project management
A strong academic record, having earned a J.D. from a nationally recognised and accredited law school
We look forward to connecting with you! Apply now to explore how we can work together.
Finance Associate (Private Equity)
Personal Banker Job In Montgomery, PA
Job Overview - Finance Associate (Private Equity):
Compensation: $120,000 - $140,000/year + bonus
Schedule: Monday to Friday (In-Office)
Atlantic Group is seeking a Finance Associate (Private Equity) for our client in Montgomery County, PA. This in-office opportunity provides hands-on exposure to the full private equity investment lifecycle, including deal execution, financial modeling, due diligence, and portfolio management. You'll work directly with senior leadership, and C-level executives while building deep expertise in transactions, valuation, and investor reporting across a range of industries.
Responsibilities as the Finance Associate:
Deal Execution: Support all stages of private equity transactions, including buyouts, recapitalizations, and acquisition financing.
Financial Modeling: Build three-statement models and perform valuation, sensitivity, and scenario analyses.
Due Diligence & Analysis: Lead financial and operational diligence efforts in collaboration with internal teams and external advisors.
Investment Committee Prep: Draft memos and present recommendations to the Investment Committee.
Portfolio Monitoring: Assist in tracking portfolio company performance, reporting, and strategic support.
Market Research: Conduct industry research, market sizing, and competitor benchmarking across key sectors.
Qualifications for the Finance Associate:
Education: Bachelor's degree in Finance, Economics, or a related field required.
Experience: 3+ years of experience in private equity, investment banking, or transaction services, with a strong background in M&A execution and financial modeling.
Technical Skills: Highly proficient in Microsoft Excel and PowerPoint, with a solid understanding of accounting principles and financial statement analysis.
Skills & Attributes: Analytical and detail-oriented with strong communication and presentation skills, an entrepreneurial mindset, and a passion for private equity in fast-paced environments.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
ID #44263
Equity 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
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 ***************************
Private Client Banker - Northeast PA Market Hire - Spring House, PA
Personal Banker Job In Spring House, PA
JobID: 210634794 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: **************************************************************************
Private 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: **************************************************************************
Universal Banker - Warminster
Personal Banker Job In Warminster, PA
******COMPETITIVE PAY WITH MONTHLY INCENTIVES***** ****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!
Principal Mission
Primary mission for Branch Representatives (Sales or Service) is to support the growth goals of PFFCU by providing superior member service and ensuring new and existing member relationships are developed using the Total Member Connect process and product knowledge while maintaining a high level of integrity and operational efficiency. All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency.
Education and Core Competencies
High School Diploma/GED
Effective Written and Verbal Communication Skills
Strong Member Service Skills
Problem-Solving
Organization
Strong Technological Skills and ability to navigate effectively between multiple systems
Key Responsibilities
Communication
Member Service
Sales
Quality of Work
Member Service Responsibilities
Consistently deliver a high level of member service through the execution of the TMC Sales and Service process.
Branch Representative will be friendly, professional, and possess problem solving skills while treating every member with respect.
Ability to provide the member an exceptional level of service and resolve member concerns.
Adheres to PFFCU Commitment to our Members at all times.
Sales Results
Commitment to deliver meaningful recommendations of products and services to our Members by uncovering member needs through the 5 Step TMC process.
Cross sell Credit Union products to existing members by utilizing product knowledge and cross-sell skills to uncover opportunities.
Utilize product knowledge and cross-sell skills to establish new relationships with potential members who visit the Credit Union.
Successfully learn all steps of the 5 Step TMC process, and implement with every interaction.
Quality of Work
Work produced should be thorough and completed with minimal errors.
Branch Representatives must adhere to all PFFCU policies and procedures in effect and within the parameters prescribed in the Retail Branch Representative Performance Standards.
Work must be completed with a commitment to delivering the highest level of service while working to ensure that all member information is secured and protected.
Volume of Work
Representatives must maintain a successful to superior volume level as defined in the Retail Branch Representative Performance Standards.
Make every effort to handle member inquiries efficiently and to completion.
Product and Operational Knowledge; Cross-Training Required
Develop and maintain a good working knowledge of all PFFCU products and services.
Develop and maintain good working knowledge of all policies and procedures associated with both sides of the branch office.
Develop and maintain the ability to perform the requirements associated with each side of the branch office - i.e. completing membership applications, loan applications, resolving account issues while working on the sales side of the office while also being able to perform all cash-related responsibilities associated with the service side of the office.
Complete training and consistently practice the 5 Step TMC process on both sides of the office when needed.
New staff members: As a new staff member, you will be assigned to either the Sales or Service side of the office when hired. You will be trained first in the skills required for the side of the office you are hired primarily for. After you have acquired the skills required to perform in this position, you may also be assigned to train and work on the opposite side (sales or service) of the office to ensure you have obtained the appropriate knowledge. Following the completion of your training, you will be assigned back to your designated area (sales or service). You may also be called upon to switch sides of the office at any time as needed to accommodate member traffic.
Teamwork and Dependability
Willingness to adjust schedule at times to help keep the branch properly staffed.
Willingness to learn both sides of the office within the first year of employment.
Manages time off appropriately, not calling out unnecessarily and arrives to work on time with ability to be ready and prepared to begin work at the scheduled time.
Adheres to PFFCU Commitment to Staff with branch peers and management.
Professionalism and Appearance
Works to make a good first impression on members that reflects well on PFFCU.
Maintains a neat and organized workspace.
Presents a professional image in dress, demeanor and speaking voice in all interactions with members, co-workers and supervisors.
Additional Requirements
Ability to use a personal computer, entering information via keyboard and accessing information from a computer monitor. Well-developed communication and interpersonal skills.
#PFFCUBSR
Universal Banker (Financial Sales & Serv Spec) - Newtown, PA
Personal Banker Job In Newtown, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist (Universal Banker) for our location in Newtown, PA!
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
Opens deposit accounts and takes loan applications.
Completes customer transactions (deposits, withdrawals, payments, etc.).
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.
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.
Regular and predictable attendance is required.
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.
Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits.
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
Financial Services Representative State Farm Agent Team Member
Personal Banker Job In Media, PA
Job DescriptionBenefits:
401(k) matching
Competitive salary
Training & development
Insurance Sales Representative Sales Team Member Now Inviting Candidates to Apply Join a winning insurance and financial services team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
When it comes to making responsible insurance and financial decisions, people procrastinate and purchase inferior products. People purchase insurance and financial products that lack the most important benefits. These people need our help to make better and more responsible decisions.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
Are you
Impatient for results, goal driven, and have a strong desire to be independent and in control of your destiny.
Safety and security is not important to you. You want an opportunity to build something that is lasting.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
You have taken advantage of the strong leadership and coaching from your sales mentor. You executed the tried-and-true model that proved successful for many other State Farm team members. Your income is above and beyond what you could have ever imagined. You have more free time, travel, and help your clients build solid financial futures. You are excited about the retirement income you are building for yourself and your family.
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan including Health benefits.
Great bonus potential for top performers
Incentive paid travel opportunities
Paid time off - vacation, personal time, sick time and Holidays paid
Outstanding preparation if you aspire to be a State Farm agent in the future
Extensive training available
Financial Services Representative State Farm Agent Team Member
Personal Banker Job In Philadelphia, PA
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
* This role requires you to be Bilingual Spanish*
Are you passionate about helping others and providing top-notch customer service? Do you thrive in a dynamic and fast-paced environment? If so, we have an exciting opportunity for you! Join the Ahida Garcia State Farm Agency as a Sales Representative and become an integral part of a dedicated team committed to protecting and enriching the lives of our customers.
About Us:
The Ahida Garcia State Farm Agency is a renowned and customer-focused insurance agency, dedicated to providing comprehensive insurance and financial services to our community. As a proud State Farm affiliate, we take pride in our strong values, exceptional service, and unwavering commitment to our customers' needs.
Job Description:
As a Sales Representative, you will be the first point of contact for potential customers seeking insurance and financial solutions. Your main responsibilities will include:
Establishing rapport with customers and understanding their unique insurance needs.
Educating customers on available insurance products and services.
Assisting customers in selecting appropriate insurance coverage to meet their requirements.
Cross-selling and upselling State Farm products to maximize customer benefits.
Processing policy changes, payments, and claims efficiently.
Contributing to the growth and success of the agency through sales and exceptional customer service.
Requirements:
We are looking for a dynamic, self-motivated individual with excellent interpersonal and communication skills. The ideal candidate should possess the following qualifications:
Proven experience in sales or customer service roles preferred
A strong passion for helping others and a genuine desire to make a positive impact on people's lives.
Ability to adapt to changing situations and handle multiple tasks simultaneously.
A proactive and goal-oriented mindset, driven to meet and exceed sales targets.
Exceptional problem-solving abilities and attention to detail.
State insurance licenses (or the willingness to obtain them) is a plus.
Benefits:
We value our team members and believe in providing a rewarding work environment. When you join Ahida Garcia State Farm Agency, you can expect:
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
Join our team and be part of an agency that values its employees and clients alike. Together, we can make a positive impact on our community and help people protect what matters most.
HOURS
Weekdays 9AM - 5PM, Sat. 9AM-1PM
Financial Services Representive
Personal Banker Job In Plymouth Meeting, PA
Job Description
Join Rk Financial Services, Inc., a dynamic force in the insurance sales industry, situated in Plymouth Meeting, Pennsylvania. We are seeking a Financial Services Representative who is ready to immerse themselves in an engaging, collaborative, and challenging environment. At Rk Financial Services, we pride ourselves on our agile and client-centered approach. Your role will be pivotal in providing unparalleled service, ensuring our clients receive personalized financial solutions that perfectly align with their needs and aspirations.
We value our employees and recognize their contributions as integral to our success. In this position, you will have the opportunity to work directly with our clients, forming lasting relationships while assisting them to make informed financial decisions. If you're passionate about delivering excellent customer service and eager to take on a role that offers both growth and fulfillment, we welcome you to apply and be part of our team.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Career Growth Opportunities
Evenings Off
Mon-Fri Schedule
Retirement Plan
Responsibilities
Client Engagement: Build and maintain strong relationships with both new and existing clients to understand their financial needs and objectives.
Financial Planning: Provide personalized financial advice and solutions on a variety of products including insurance, investments, and retirement planning.
Product Knowledge: Stay informed about financial services products, regulations, and market trends to offer the best advice.
Client Support: Address queries and concerns efficiently, providing excellent customer service that ensures client satisfaction and loyalty.
Business Development: Identify and pursue new business opportunities through networking, referrals, and marketing initiatives.
Reporting: Maintain accurate records of client interactions and transactions in compliance with company standards.
Team Collaboration: Work closely with team members and other departments to ensure a comprehensive approach to client service and satisfaction.
Requirements
Licensing: Active PA Financial Services License is required.
Experience: Minimum of 2 years in financial services or a related role.
Communication Skills: Strong verbal and written communication skills are essential.
Customer-Oriented: Commitment to providing exceptional client services.
Detail-Oriented: Ability to manage complex financial information with accuracy.
Adaptability: Ability to thrive in a fast-paced, office-based environment.
Team Orientation: Capability to work collaboratively within a team structure.
Analytical Skills: Ability to assess financial data to offer clear advice.
Ethics: Strong adherence to ethical standards and practices in financial services.
Financial Services Representative - State Farm Agent Team Member
Personal Banker Job In Wilmington, DE
State Farm Insurance Agent located in Wilmington, DE is seeking an outgoing, career-oriented professional to join their team. If you are an experienced professional in the insurance world you are what we are looking for!!!!!! Top Money for Top Talent!!!!!
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Fully Remote !!!!!!!
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my agency
Work/Life Balance is a must in our agency
Responsibilities
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Insurance Sales Experience is a huge plus and moves you to the front of the line
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Ability to make presentations to potential customers
Property and Casualty license up to date
Life and Health license (willing to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
This is a remote position.
Compensation: $50,000.00 - $100,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Wilmington, DE and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
Financial Services Representative - State Farm Agent Team Member
Personal Banker Job In Lansdale, PA
Job DescriptionBenefits:
Competitive salary
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan O'Shurak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
Tax Credit Finance - Associate Attorney OR Counsel
Personal Banker Job In Yardley, PA
Job DescriptionTitle: Tax Credit Finance - Associate Attorney OR Counsel Location: This position may be located in Cincinnati, OH; Cleveland, OH; Columbus, OH; or Orlando, FL.
We are seeking a senior-level tax credit finance associate or counsel with 7+ years of law firm experience to join our nationally recognised Tax Credit Finance team.
Qualifications Include:
7+ years of relevant law firm experience focused on historic tax credits and new markets tax credits.
Experience with renewable energy tax credits would be beneficial, but is not required.
Ability to handle all facets of a tax credit transaction from leading or assisting on initial structuring to reviewing financial projections and negotiating business and legal issues
Work includes drafting, reviewing, and negotiating various tax equity and loan documents and opinions and conducting necessary due diligence, as well as overall project management
A strong academic record, having earned a J.D. from a nationally recognised and accredited law school
We look forward to connecting with you! Apply now to explore how we can work together.
Private Client Banker - South Jersey Market Hire - Cinnaminson, NJ
Personal Banker Job In Cinnaminson, NJ
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
**Base Pay/Salary**
Cinnaminson Township,NJ $22.50 - $27.88 / hour
Private Client Banker - Doylestown Pointe Plaza (New Build) - Warrington, PA
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: **************************************************************************
Universal Banker (Financial Sales & Serv Spec) West Chester, PA
Personal Banker Job In West Chester, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist (Universal Banker) for our location in West Chester, PA!
Why you will love working with us at our West Chester location:
Free, convenient parking with easy access to work location.
Beautiful work location at 237 E. Gay Street.
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.
Completes customer transactions (deposits, withdrawals, payments, etc.).
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.
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.
Regular and predictable attendance is required.
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.
Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits.
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