Personal Banker Jobs in Northampton, PA

Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge fund clients, Subchapter K, wash sale and constructive sale rules, and aggregate allocations? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you! Recruiting for this role ends on May 31st 2026. What You'll Do Tax seniors identify complex tax issues and provide tax analyses for a variety of hedge fund clients and their affiliates. The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: Advanced degree such as MST, MAcc, JD, or LLM Previous Big 4 experience Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with aggregate allocations Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ fsitax btxtax

Qualifications: Bachelor s degree in accounting or finance 2+ years minimum experience in general ledger accounting (journal entries, A/P, A/R, bank reconciliations) Highly proficient with QuickBooks and MS Excel Payroll processing experience preferred Strong reconciliation skills Excellent written and verbal skills Strong work ethic, attention to detail, and proven track record Client oriented disposition Responsibilities: Bank Reconciliations Journal entries Invoicing clients Accounts Receivable Accounts Payable Reporting Management of accounting mail and filing Year End Accounts preparation Annual 1099 preparation Credit card reconciliations Cash entries.

Title: Tax Credit Finance - Associate Attorney OR Counsel Location: This position may be located in Cincinnati, OH; Cleveland, OH; Columbus, OH; or Orlando, FL. We are seeking a senior-level tax credit finance associate or counsel with 7+ years of law firm experience to join our nationally recognised Tax Credit Finance team. Qualifications Include: 7+ years of relevant law firm experience focused on historic tax credits and new markets tax credits. Experience with renewable energy tax credits would be beneficial, but is not required. Ability to handle all facets of a tax credit transaction from leading or assisting on initial structuring to reviewing financial projections and negotiating business and legal issues Work includes drafting, reviewing, and negotiating various tax equity and loan documents and opinions and conducting necessary due diligence, as well as overall project management A strong academic record, having earned a J.D. from a nationally recognised and accredited law school We look forward to connecting with you! Apply now to explore how we can work together.

Job Overview - Finance Associate (Private Equity): Compensation: $120,000 - $140,000/year + bonus Schedule: Monday to Friday (In-Office) Atlantic Group is seeking a Finance Associate (Private Equity) for our client in Montgomery County, PA. This in-office opportunity provides hands-on exposure to the full private equity investment lifecycle, including deal execution, financial modeling, due diligence, and portfolio management. You'll work directly with senior leadership, and C-level executives while building deep expertise in transactions, valuation, and investor reporting across a range of industries. Responsibilities as the Finance Associate: Deal Execution: Support all stages of private equity transactions, including buyouts, recapitalizations, and acquisition financing. Financial Modeling: Build three-statement models and perform valuation, sensitivity, and scenario analyses. Due Diligence & Analysis: Lead financial and operational diligence efforts in collaboration with internal teams and external advisors. Investment Committee Prep: Draft memos and present recommendations to the Investment Committee. Portfolio Monitoring: Assist in tracking portfolio company performance, reporting, and strategic support. Market Research: Conduct industry research, market sizing, and competitor benchmarking across key sectors. Qualifications for the Finance Associate: Education: Bachelor's degree in Finance, Economics, or a related field required. Experience: 3+ years of experience in private equity, investment banking, or transaction services, with a strong background in M&A execution and financial modeling. Technical Skills: Highly proficient in Microsoft Excel and PowerPoint, with a solid understanding of accounting principles and financial statement analysis. Skills & Attributes: Analytical and detail-oriented with strong communication and presentation skills, an entrepreneurial mindset, and a passion for private equity in fast-paced environments. Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. ID #44263

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

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

JobID: 210633820 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. Support the implementation of the Kearny Bank Client Experience. Deliver strategic insights to improve the client experience. Lead, motivate, reward and develop the branch team. Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. Coach the sales process and each team member. Hold team accountable for sales objectives Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. Serves as a role model for branch team, provides guidance on appearance and dress, as needed. Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. Perform other duties as may be assigned. Qualifications Associate's degree or comparable professional training is required. Minimum 2 to 4 years Retail Banking experience. Ability to meet/exceed client experience needs, identify client/project needs. Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. Ability to model Relationship Building Techniques and effectively cross-sell. Ability to resolve client questions and/or complaints. Ability to manage staff and resolve conflict. Strong team player. Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. Ability to answer questions effectively, build client relationships and build internal and external networks. Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. Working knowledge of Microsoft Excel, Word, Access and Outlook. Ability to interact effectively and tactfully with all levels of the Bank. Ability to read, write and speak clearly. Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions Compensation - $21.63 to $31.25 per hour

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: **************************************************************************

******COMPETITIVE PAY WITH MONTHLY INCENTIVES***** ****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU***** ****401K - PFFCU contributes automatic 6% regardless of employee contribution after 1 year***** ********Great benefits, paid time off, and more! Become a part of the team today!****** Are you looking for a career with professional growth opportunities? Do you have a passion for helping others? Do you enjoy setting goals and reaching them? If you answered YES to any of the above questions, we are looking for you! Principal Mission Primary mission for Branch Representatives (Sales or Service) is to support the growth goals of PFFCU by providing superior member service and ensuring new and existing member relationships are developed using the Total Member Connect process and product knowledge while maintaining a high level of integrity and operational efficiency. All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency. Education and Core Competencies High School Diploma/GED Effective Written and Verbal Communication Skills Strong Member Service Skills Problem-Solving Organization Strong Technological Skills and ability to navigate effectively between multiple systems Key Responsibilities Communication Member Service Sales Quality of Work Member Service Responsibilities Consistently deliver a high level of member service through the execution of the TMC Sales and Service process. Branch Representative will be friendly, professional, and possess problem solving skills while treating every member with respect. Ability to provide the member an exceptional level of service and resolve member concerns. Adheres to PFFCU Commitment to our Members at all times. Sales Results Commitment to deliver meaningful recommendations of products and services to our Members by uncovering member needs through the 5 Step TMC process. Cross sell Credit Union products to existing members by utilizing product knowledge and cross-sell skills to uncover opportunities. Utilize product knowledge and cross-sell skills to establish new relationships with potential members who visit the Credit Union. Successfully learn all steps of the 5 Step TMC process, and implement with every interaction. Quality of Work Work produced should be thorough and completed with minimal errors. Branch Representatives must adhere to all PFFCU policies and procedures in effect and within the parameters prescribed in the Retail Branch Representative Performance Standards. Work must be completed with a commitment to delivering the highest level of service while working to ensure that all member information is secured and protected. Volume of Work Representatives must maintain a successful to superior volume level as defined in the Retail Branch Representative Performance Standards. Make every effort to handle member inquiries efficiently and to completion. Product and Operational Knowledge; Cross-Training Required Develop and maintain a good working knowledge of all PFFCU products and services. Develop and maintain good working knowledge of all policies and procedures associated with both sides of the branch office. Develop and maintain the ability to perform the requirements associated with each side of the branch office - i.e. completing membership applications, loan applications, resolving account issues while working on the sales side of the office while also being able to perform all cash-related responsibilities associated with the service side of the office. Complete training and consistently practice the 5 Step TMC process on both sides of the office when needed. New staff members: As a new staff member, you will be assigned to either the Sales or Service side of the office when hired. You will be trained first in the skills required for the side of the office you are hired primarily for. After you have acquired the skills required to perform in this position, you may also be assigned to train and work on the opposite side (sales or service) of the office to ensure you have obtained the appropriate knowledge. Following the completion of your training, you will be assigned back to your designated area (sales or service). You may also be called upon to switch sides of the office at any time as needed to accommodate member traffic. Teamwork and Dependability Willingness to adjust schedule at times to help keep the branch properly staffed. Willingness to learn both sides of the office within the first year of employment. Manages time off appropriately, not calling out unnecessarily and arrives to work on time with ability to be ready and prepared to begin work at the scheduled time. Adheres to PFFCU Commitment to Staff with branch peers and management. Professionalism and Appearance Works to make a good first impression on members that reflects well on PFFCU. Maintains a neat and organized workspace. Presents a professional image in dress, demeanor and speaking voice in all interactions with members, co-workers and supervisors. Additional Requirements Ability to use a personal computer, entering information via keyboard and accessing information from a computer monitor. Well-developed communication and interpersonal skills. #PFFCUBSR

Relationship Banker, Lawrenceville, NJCountry: 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! USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies. Attends and actively participates in weekly partnership meetings and joint calls with Branch partners. Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners. Uses Explore process to acquire and deepen existing relationships. Creates customized solutions for new and existing clients in order to help them achieve their financial goals Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth. Proactively manages risk in every business, product and service transaction, leveraging available tools. Qualifications: 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. Education: Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field. Work Experience: Experience selling products and/or services in an incentive based environment 3+ years. Six months of cash handling experience 3+ years. Skills and Abilities: Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position's primary duties & responsibilities. Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment. Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients. Ability to service and transition to appropriate business partners for execution Excellent consultative skills. Client prospecting and development, customer retention and needs analysis skills. Excellent verbal communication and influence skills. Ability to display a credible, trustworthy, and professional image at all times. Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach. Strong financial and business acumen. 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. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: 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 is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $38,250.00 USD Maximum: $59,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist (Universal Banker) for our location in Newtown, PA! We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information. Opens deposit accounts and takes loan applications. Completes customer transactions (deposits, withdrawals, payments, etc.). Responds to customer questions, quotes rates and payments, recommends services. Helps with account maintenance such as address changes, change of account signers, etc. Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems. Education& Qualifications A high school diploma or equivalent with an emphasis in a business curriculum. Notary experience preferred or ability to obtain notary as needed. A minimum of one (1) year of experience in related positions preferred. Regular and predictable attendance is required. Skill(s) Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits. Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

The Bank of Princeton has exciting career opportunities! Our goal to hire and retain talented cooperative people with engaging personalities and strong work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. As a bank, we believe in investing in the right places. Especially when it comes to our employees. Our assets are our people. The Bank of Princeton has programs to help our employees grow in the community we serve. If you are a creative thinker interested in career growth, development and exceeding customer expectations, I am looking for you. We are always seeking top talent in Retail Banking Operations. The ideal candidate should have three or more years of experience in banking operations with strong experience in delivering outstanding customer service and relationship skills. This individual will apply proven communication skills, problem-solving skills, and knowledge of best practices to accomplish as variety of tasks. Compensation includes a base salary commensurate with experience, excellent benefits including 401K, healthcare and a host of others. The bank is expanding not only in New Jersey but in Philadelphia and is one of the fastest growing institutions in New Jersey. It is noted as one of the top 50 fastest growing companies in NJ. The Bank of Princeton is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Disabled/Sexual Orientation.

Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 3 consecutive years! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. If you have a genuine desire to make a difference, if you value helping others achieve more, if you are a true people person and want to feel good about the work you do then we should talk. Whether your background is in banking, retail, hospitality, customer service, call center support, administrative support, clerical, general office work or maybe you took a break and are looking to return to the workforce, well it doesn't matter. We care about the type of person you are and the qualities you bring to our company and culture. We will provide the training and on-going development skills necessary to be successful and grow your career in a meaningful and worthwhile way. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for a Universal Banker to work in our Branchburg, NJ branch. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement We ask that you: Demonstrate a positive attitude and willingness to help others Be a good team member, the type of person people want to work with Have some basic computer skills Care about the work we do If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.

Job DescriptionBenefits: Competitive salary Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan O'Shurak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 63 licenses preferred.

QUALIFICATIONS: Bachelor's degree or a combination of education and experience with MA billing requirements. Working knowledge of Medicaid & Medicare billing. Experience in health care accounts receivable and cost reporting beneficial. MAJOR POSITION DUTIES AND RESPONSIBILITIES: Maintain working knowledge of MA regulations governing nursing facilities Perform financial reviews and financial follow-up reviews according to established policies driven by federal and state regulations. Conduct specialized financial reviews as assigned Provide technical assistance to skilled nursing facilities on billing requirements. Perform review of resident personal care funds/trust accounts to assess appropriateness of expenditures and presence of the nursing facility fiduciary control Compare MA Status Change Report with nursing facility records for correct payor source ad accuracy of census data Analyze nursing facility accounts receivable to identify MA overpayments Manage the collection of overpaid MA claims Perform post review functions and reports including the monthly Recovery Report Prepare and coordinate all necessary documentation to organize and perform the financial review Compile and analyze information following a review with designated nursing facility staff to present the results of the financial review Analyze documentation to identify recurring trends and concerns of nursing facility billing practices Perform Entrance and Exit Conferences with designated personnel of assigned skilled nursing facility Responds to phone calls, emails, and other correspondence from providers, representatives, and other stakeholders. This requires extensive knowledge of regulations, policies and procedures, and the ability to provide instruction to providers on how to complete enrollment applications and forms accurately. Must have the ability to effectively communicate information to others. Reviews documents for adherence to Departmental policy, standards, and guidelines, including current Medical Assistance regulations and CMS waiver guidelines where applicable. Develops and maintains relationships with appropriate agencies, such as the Department of Health, Office of Developmental Programs, Area Agencies on Aging, or other stakeholders regarding ongoing certification or licensure requirements. Maintains the appropriate databases for data input, research, and analysis, updating, and reporting purposes. Process claims adjustments according to established procedures Monitor the status of all submitted claim adjustments Attend hearings for appeal and defend the financial review findings Other duties as assigned About Us: TulaRay partners with clients to create staffing solutions that meet unique organizational needs. Our services are designed to reduce administrative burdens, protect your brand, and improve assignment time-to-fill. We believe that mutually successful client relationships are built on lasting quality and exceptional customer service. We pride ourselves on our uncompromising commitment to high-quality emergency management & healthcare personnel, while ensuring that our clients are taken care of with personalized attention. TulaRay manages total compliance and respectfully supports hundreds of professionals and patient-centered programs. TulaRay is proud to be an affirmative action employer and is committed to providing equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you have a disability or special need that requires accommodation, please let us know by visiting our website at tularay.com

Hours: 40 Pay Details: $25.00 - $37.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: TD Premier is a Retail Program dedicated to managing and supporting the banking needs of the Mass Affluent segment. As the face of the program, this is a critical role in growing TD Premier and delivering legendary service to a valued set of Customers. The Relationship Banker is an experienced banker who provides high level advice to a complex client portfolio of mass affluent customers. Manages the banking needs and acts as a primary contact for the mass affluent Customer segment and can connect the client to specialists and ensure all banking needs are met. The objective of the role is to grow, deepen, and retain Customer relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Depth & Scope: * Relationship Bankers work in a retail store location and will be accountable to grow, deepen, and retain strong relationships with the mass affluent client portfolio by proactively addressing their banking needs with an advice-based approach * Demonstrates proficiency and in-depth knowledge in bank products, offerings, and processes to fluently explain banking solutions to a customer and to act as an experienced liaison with internal partners in small business, wealth, and residential mortgage * Proactively engages in customer outreach (via phone, email, and other means) to interact with clients and/or discuss additional opportunities which best service the customer's needs * Acquires and retains new mass affluent customers through converting referral's, leads, and outbound prospecting * The Relationship Banker will meet with customers and conduct needs-based conversations, review and analyze financial information, suggest appropriate product and/or service options, and coordinate introductions/interactions with appropriate partners * The role will adhere to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements * Engages in conversations with customers about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) * Partners regularly with the Wealth Financial Advisor, which includes driving joint pipeline review meetings to prepare for future Customers interactions and to provide holistic support. * Meets and collaborates with Wealth financial Advisor and other partners to identify areas to deepen banking relationships in Commercial, Small Business, Lending, etc. * Stay informed on all developments in the TD Premier Program and be prepared to articulate/share the program details to eligible Customers. * Provides coaching and ongoing feedback to Retail staff on effective methods to make product referrals for mass affluent customers * Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Education & Experience: * HS Diploma or GED (required) * Bachelor's / University degree or equivalent experience preferred * 2+ years financial / banking experience * SIE required, must be active and maintained * Life & Health license preferred * Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients * Consultative sales experience required Customer Accountabilities: * Deliver the TD Premier program to eligible Customers * Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in conversations to identify any additional needs; offers a solution or partner referral * Knowledgeable in products and services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit conversations that ultimately advocate for and support the Customers' needs * Requires established Customer service skills to perform a broad range of both routine and multi-step Customer transactions * Utilizes Customer relationship tools to engage in needs-based conversations to identify solutions * Understands Customer preferences with banking and educates Customers & non-Customers on current promotions and campaigns as well as tools and resources to make banking easier for the Customer * Understands and supports the Bank's Customer Service Strategy * Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations * Considers the impact of decisions on the well-being of TD, its customers, and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors, or our Customers - WOW at every interaction * Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed Shareholder Accountabilities: * Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location * Ensures documentation that is prepared / completed is accurate and properly reflects Customer / business intentions and is consistent with relevant rules / regulations * Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded * Engages in conversations with customer regarding loan applications, prepares documents, and conducts loan closings * Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) * Meets individual / Store performance metrics Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team * Is an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues * Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration * The role is expected to lead continuous coaching in assigned Retail Stores on all topics supporting the growth of the Mass Affluent segment portfolio/ book of business OCC Language: * This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 * Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 * Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 * Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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. *Please note: To be considered for this position, attendance at one of our weekly Career Presentations is required. A sign-up link will be provided upon application. Candidates who do not attend will not move forward in the application process. Responsibilities: Provide guidance on insurance, investments, and retirement planning. Utilize marketing tools and resources to grow your client base. Attend hybrid meetings, including in-person team collaboration, as required. Attend virtual and in-person training to enhance financial expertise. Maintain compliance with industry regulations and licensing requirements. Qualifications: No prior financial experience is required, and comprehensive training is included. Self-motivated, coachable, and driven to succeed. Strong interpersonal and communication skills. Competitive mindset with a history of leadership or achievement. Must be authorized to work in the US. 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.

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. Cross-sells deposit and loan products and refers customers to appropriate person or department. 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. Must be proficient in all aspects of the role of Financial Service Representative. Able to relate to other people beyond giving and receiving instructions. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Supportive of community through involvement and participation in local volunteer and/or charitable organizations. Required availability of all operating branch hours which can include holidays and weekends. Assumes additional job-related duties as requested including the ability to work at any branch location. Required Training, Experience, and Education: Regularly required to stand for prolonged periods of time - all day if necessary. Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Required training and product knowledge must be completed within the first 6 months of employment. Ability to lift and maneuver 25-50 pound coin bags. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security by adhering to government regulations, QNB policy, and established procedures. Must successfully complete Banking Fundamentals courses within the first 18 months of employment (grade of C or higher). Must fulfill re-certification requirements for FSR annually, This position may require 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. Desirable Knowledge, Abilities, and Skills: Operate on-line FSR/teller terminal and/or Teller Cash Recycler (TCR) along with other standard office equipment, including a knowledge of (i.e. Outlook, Word, and Excel). Previous or current bank experience.