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  • Relationship Banker - PA North Market

    Bank of America Corporation 4.7company rating

    Personal banker job in Langhorne, PA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $28k-36k yearly est. 1d ago
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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
  • 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 - Northeast PA Market Hire

    Jpmorganchase 4.8company rating

    Personal banker job in Warminster, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-114k yearly est. Auto-Apply 60d+ ago
  • Trader-Capital Markets

    Newrez

    Personal banker job in Fort Washington, PA

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. POSITION SUMMARY The Trader - Capital Markets is responsible for protecting base margin by mitigating the interest rate risk associated with the company's mortgage origination pipeline through the implementation of an effective hedge strategy. Trader will also ensure best execution on sales of funded loans via various execution strategies. Trader will work within the capital markets group and across the organization to ensure accurate reporting of risk, hedge positions, P&L, and counterparty exposure. DESCRIPTION Essential Functions, Duties, and Responsibilities Run analysis on risk position to most effectively hedge the pipeline of interest rate lock commitments. Facilitate daily dialogue between NewRez and our liquidity providers regarding market conditions, specific buy/sell axes, and investor sentiment. Responsible for monitoring and tracking all available executions, including MBS, Cash, and Whole Loan execution styles. Will work closely with the best execution, pooling, and delivery teams to ensure the monetization of the pipeline is maximized. Coordinate with pricing team on daily pricing for rate sheet, bulk bids, etc. Participate in reconciliation of daily trade entry and margin exchange, as well as monthly Reg. Class Settlements and wire transfers. Trader will be responsible for producing various risk and counterparty exposure reporting. Monitor and report on empirical and dealer durations to ensure model accuracy. Trader will be responsible for a full attribution of trading P&L. Performs related duties as assigned by supervisor. Qualifications and Education Requirements B.S. degree in Business or equivalent. Minimum at least 3 years mortgage experience with trading desk or back-office experience. Skills, Abilities, and Knowledge Strong verbal communication skills; strong writing and composition abilities. Strong interpersonal skills with the ability to develop and maintain effective and professional relationships across the organization and with customers. Strong influencing and negotiation skills; consultative and collaborative work style. High learning agility with the ability to learn and integrate business variables and learn new systems and platforms. Strong analytical skills & problem-solving abilities; solid decision-making abilities coupled with sound judgment. Effective at managing multiple priorities under tight deadlines in a fast-paced, dynamic environment. Strong project management and time management capability. Self-directed and comfortable working with ambiguity and uncertainty. High degree of professional maturity, integrity, ability to maintain confidential data and information. High degree of business acumen; strong technical aptitude. Strong Microsoft Office skills Strong analytical, quantitative, relationship development, and communication skills. Must be competent in Microsoft applications such as Word, Excel, Access, and PowerPoint as well as Bloomberg, TradeWeb. SQL a plus. Knowledge of industry standard hedging software (MIAC, Compass, QRM, etc.) preferred. Work Environment and Physical Requirements Working on-site at assigned office location. Regular and punctual attendance adhering to schedule established by leadership. Flexibility to work occasional adjusted work schedules Working in a cubicle hub, maintaining focus on phone calls in a noisy environment within earshot of multiple other conversations. Sedentary work in a stationary position at a cubicle for prolonged periods of time. Constant repetitive motions required for operating a computer, such as typing and managing phone calls. Constantly communicating effectively verbally in English, including accurately exchanging information with others following identification of correct procedures. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $60k-99k yearly est. Auto-Apply 5d 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
  • Banker

    Quality Talent Group

    Personal banker job in Bensalem, PA

    Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $37k-85k yearly est. 9d ago
  • Private Banker

    Mid Penn Bank 3.9company rating

    Personal banker job in Philadelphia, PA

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Private Banker is responsible for achieving customer service and sales goals as established in the MPB Private Bank's annual operating plan. The person in this role will develop and manage the High Net Worth and Ultra High Net Worth relationships which are typically the largest and most complex. This individual will perform a variety of duties to meet the service needs of the customers while complying with operating policies and procedures. Essential Duties and Responsibilities * Serves as a member of the organization's sales team; makes sales calls where these types of calls will improve the opportunity for new business development. * Shares the value of Private Banking with clients who may be eligible * Assists customers in obtaining specialized services from other departments as necessary; provides help to customers with specific inquiries or service problems. * Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs. * Actively manages client banking relationships through an advice-based approach, ensuring each client receives the best products and services for his or her needs. * Partners with specialists in other areas of the bank such as Trust and Wealth Management Services, Risk Management Services and Mortgage Bankers to connect customers to experts who can help them with specialized financial needs. * Solicits new business from present and prospective customers; maintains ongoing business and consumer relationships with present customers to take advantage of additional cross-selling opportunities. * Makes lives of clients more convenient by sharing and setting up self-service options to access their account 24 hours a day/7-days a week. * Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. * Maintains an active role in community affairs to improve the company's visibility in the area; serves on various civic committees to increase company community involvement. * Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area. * Follows the company's Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process. Education and Qualifications * A B.S. or B.A. degree in a related field normally required; specialized banking education and training. * A minimum of five (5) to seven (7) years' experience in related positions normally required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $34k-59k yearly est. 30d ago
  • Personal Banker Supervisor - Hamilton, NJ

    First Bank Nj 3.8company rating

    Personal banker job in Hamilton, NJ

    The Personal Banker Supervisor provides exceptional sales and service to existing and prospective customers. Assists in creating and fostering a cohesive team and promoting a positive work environment. Demonstrate sound judgement and accountability with operational standards. They will provide leadership, conflict resolution, process improvement and communication to the Personal Bankers. In the absence of the Branch Manager or Assistant Branch Manager, will be responsible for overall branch management including but not limited to operations, sales management and productivity. Duties & Responsibilities: 1. Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services in a positive professional and efficient manner. 2. Meet sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers. 3. Participates in both internal and external sales activities including community and networking events 4. Assures quality of customer service and adherence to bank standards. 5. Establishes customer identity according to established guidelines and adheres to all other compliance procedures. 6. Assists with supervision, coaching and development of Personal Bankers. 7. Open new accounts. 8. Balance teller drawer daily 9. Handling daily branch proofs, including the ATM and Vault. 10. Performing Audits 11. Participate in the daily branch opening and closing 12. Decision overdraft report in absence of Manager or Assistant Manager. 13. Maintain customer confidence and protect the bank by adhering to all policies and procedures. 14. Assumes additional responsibilities as required. 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 Job Type: Full-time Pay: From $45,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Paid time off * Referral program * Vision insurance Schedule: * 8 hour shift * Day shift * Monday to Friday * Weekends as needed Experience: * Cash handling: 1 year (Preferred) * Banking: 2 years (Required) * Customer service: 1 year (Preferred) Ability to Relocate: * Hamilton, NJ 08690: Relocate before starting work (Required) Work Location: In person
    $45k yearly 19d ago
  • Universal Banker - Warminster

    QNB Bank 4.2company rating

    Personal banker job in Warminster, PA

    Job Description 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. 7d ago
  • Relationship Banker, West Windsor, NJ

    Banco Santander Brazil 4.4company rating

    Personal banker job in West Windsor, NJ

    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: $61,000.00 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-61k yearly Auto-Apply 31d ago
  • Personal Banker Feasterville Branch

    W.F. Young 3.5company rating

    Personal banker job in Trevose, 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): 205 E Street Road, Feasterville, PA 19053 Posting End Date: 19 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $29k-35k yearly est. Auto-Apply 3d 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. 14d ago
  • Personal Banker - Hopewell - Full-time

    Provident Bank 4.7company rating

    Personal banker job in Hopewell, NJ

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business. Service Identify opportunities with customers and prospective customers through lobby management. Assist customers and prospective customers with digital technologies and provide referrals to other lines of business. Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards Responsible for sales and service Execute expectations for a positive customer service experience Operations Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations Leverages lobby management as a tool for controlling and mitigating risk Establishes customer identity according to guidelines and adheres to all other compliance procedures Assists branch management with branch operations as needed Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions Assists in training other branch employees Provides support to the contact center when there are high call volumes Handles customer inquiries by telephone Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: High school diploma or GED Minimum of 6 months of sales and service experience in a customer facing retail environment Strong interpersonal skills, including listening, written and verbal communication Ability to work a flexible schedule based upon the needs of the business Demonstrations positive and professional demeanor with all customers and co-workers Strong math and analytical skills Understand and adhere to safety and security practices Demonstrate and apply good relationship building skills Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities Strong customer service/advocacy skills Strong organizational and time management skills Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: Prior Retail banking experience Life and Health Licenses to support investment program WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $17.90 - $22.36 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $17.9-22.4 hourly 17d ago
  • Universal Banker - Whitehouse

    Unity Bank 4.3company rating

    Personal banker job in Readington, 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.
    $30k-34k yearly est. 60d+ 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. 60d+ ago
  • Universal Banker III - MFC

    Firstrust 4.3company rating

    Personal banker job in Philadelphia, PA

    * Join our team as a Universal Banker and unlock endless opportunities for personal and professional growth. As a Universal Banker, you will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. The primary function of this role is to be the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience. Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Duties will include operating a Universal Banker terminal; cross-selling Bank products; processing customer and Bank transactions; handling large sums of cash and maintaining assigned limits; cash settlement; additional responsibilities in support of branch leadership and goals as well as other related functions. At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team! JOB DUTIES AND RESPONSIBILITIES: Greet customers with a warm and friendly smile, creating a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies. Provide service to customers in a timely and professional manner, to expand the customer base through consultative sales techniques, and to perform all the tasks associated with the direct handling of funds received or paid to customers in their day-to-day banking transactions. Process transactions efficiently and accurately such as deposits, withdrawals, loan payments, and account inquiries, ensuring accuracy and compliance with banking regulations. Handling large sums of cash and maintaining assigned limits; cash settlement; supervisory responsibilities in support of branch leadership and goals. Educate customers on our wide range of banking products and services, helping them make informed decisions that meet their financial needs and sales goals. Build strong relationships with customers, taking the time to understand their unique financial situations and offering personalized solutions including opening deposit products and selling consumer credit products with an NMLS License. Identify opportunities to cross-sell bank products and services, maximizing customer satisfaction and contributing to the bank's growth. Stay up to date with industry trends and product knowledge, attending training sessions and workshops to enhance your skills and expertise. Collaborate with team members and other departments to ensure seamless integration of services and provide exceptional customer experiences. May be asked to attend quarterly Job Family meetings in corporate headquarters. Adhere to banking regulations and compliance standards, maintaining the highest level of integrity and confidentiality in all transactions. Embrace a culture of continuous improvement, actively seeking feedback and implementing strategies to enhance operational efficiency and customer satisfaction. Continuously looks for ways to contribute to the overall team performance. Proactively resolves all customer issues. Will work with a sense of urgency to meet and exceed customers' needs and expectations, while taking ownership and accountability of customer issues and complaints. Responsible for sales goals to expand the customer base through consultative sales techniques. Will build relationships and sell consumer credit products with an NMLS license with a strong understanding of basic features and benefits of all Firstrust products and services. Reports on teller differences daily. Will assist Universal Supervisor, verify cash shipments, conduct teller, vault and ATM audits as needed. Will comply with all opening and closing procedures. PHYSICAL AND SENSORY REQUIREMENTS: Prolonged periods sitting at a desk and working on a computer. Candidate must have the ability to learn and sell bank products and services. Must have the ability to function in a financial institution/branch environment and utilize standard office equipment. The ideal candidate must be outgoing and proactive with strong listening and verbal communications skills. Some physical requirements include but are not limited to lifting heavy coin trays and standing or sitting for prolonged periods of time while working on a computer. Willingness to travel locally to attend training or support bank staffing needs. POTENITAL ON-THE-JOB-RISKS: None identified. EDUCATION, TRAINING AND EXPERIENCE: High School diploma or equivalent. Additional education in finance or related field a plus. Minimum of two years of face-to-face customer service experience, preferably in a banking or retail environment with cash handling experience. PC Literacy. Experience with Sales force or comparable Customer Relationship Management system a plus. Ability to navigate multiple software applications. NMLS or Notary a plus. Proficient in using banking software and technology, with a high level of accuracy in cash handling and transaction processing preferred. Knowledge of banking regulations and compliance standards preferred. Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers. Detail-oriented with excellent organizational and multitasking abilities. Excellent judgment, decision, and problem-solving skills. Ability to maintain confidentiality, use tact and diplomacy. Ability to adapt to changing priorities and work effectively in a fast-paced environment. Positive attitude, with a genuine passion for helping others and providing exceptional customer service. Commitment to personal and professional growth, with a desire to learn and develop new skills. Professional demeanor and appearance, reflecting our bank's commitment to excellence.
    $30k-35k yearly est. 8d ago
  • Personal Banker Roving Princeton District

    Wells Fargo 4.6company rating

    Personal banker job in Lawrence, NJ

    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 Roving 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: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * 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 travel 100% of the time within the district * Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) * 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 is not eligible for Visa sponsorship * 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 Posting Location(s): * 1488 Pennington Road Ewing, NJ 08618 Pay Range: * This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $25.00 - $34.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 15 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 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.
    $25k-35k yearly est. 29d ago
  • Entry-Level Financial Representative

    Evolution Financial Group

    Personal banker job in Southampton, NJ

    Job Description Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Attend virtual and in-person training to enhance financial expertise. Leverage company-provided marketing tools and industry resources. Attend hybrid meetings, including in-person team collaboration, as required. Develop client relationships and provide tailored financial strategies. Participate in structured coaching and mentorship programs. Qualifications: Competitive mindset with a history of leadership or achievement. No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Must be authorized to work in the US. Excellent communication and relationship-building abilities. About Company Our mission is clear: To Do Good in our communities and for the families we serve. Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $30k-60k yearly est. 16d ago

Learn more about personal banker jobs

How much does a personal banker earn in Middletown, PA?

The average personal banker in Middletown, PA earns between $28,000 and $61,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Middletown, PA

$42,000

What are the biggest employers of Personal Bankers in Middletown, PA?

The biggest employers of Personal Bankers in Middletown, PA are:
  1. PNC
  2. Wells Fargo
  3. WSFS Bank
  4. The PNC Financial Services Group
  5. W.F. Young
  6. The Citadel
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