Financial Representative
Personal Banker Job In Pittsburgh, PA
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Full-time Financial Representative
Personal Banker Job In Center, PA
Financial Representative
As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career.
With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years
) Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors (1).
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes(2). We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers (3)
#1 Amongst Life Insurers Most Admired Companies(4) for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual (5)
Other ways to apply:
Center Valley Career Opportunities
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
(1) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work with Northwestern Mutual, approval for contract will be declined.
(2) We are committed to equal opportunity in recruiting Financial Representatives and College Financial Representatives, and all qualified applicants for contracts will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran.
(3) Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
(4) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
(5) Combined client assets of NMIS and NMWMC as of June 30, 2023
Financial Planning Associate
Personal Banker Job In Irwin, PA
Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Financial Planning Associate
Job Summary:
The primary responsibility of the Financial Planning Associate is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance.
Nature and Scope:
This position works under the direction of the Associate Director of Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services.
Duties and Responsibilities:
Client / Advisor Support
Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards
Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM
Assist in preparing client-facing materials for meetings and follow up
Provide support in the development of client proposals, including investment recommendations and plan summaries
Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals
Financial Planning Responsibilities
Attend all Fact Finding, Delivery and Implementation Meetings with clients
Enter all facts, create plan analysis and reporting for all plans
Identify gaps and concerns and present these to the advisor prior to plan delivery
Create engagement proposals as needed for prospects and clients
Assist clients with the initiation and maintenance of CLIC Client
Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor
Track plan and subsequent sales opportunities within Redtail
Collaborate on the development and modification of all marketing material for internal and external advisors
Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting
External Advisor Planning Responsibilities
Assist with or fully develop plans within CLIC Advisor
Assist external Advisors with CLIC Client
Answer questions from external Advisors
Guide external Advisors to DAR Financial Planning Resources
Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor
Team Support
Establish and maintain regular meeting cadence with Advisor(s)
Attend and participate in team meetings
Attend or view recordings of weekly Rep Calls
Collaborate with customer service associates and management to identify inefficiencies and continuously improve best practices within the department
Assist the Associate Director of Financial Planning and Direct of Operations with projects and special duties as needed
Support the company culture of Smart, Humble, Hungry
Maintain positive and professional relationships with all departments to resolve issues and complete projects
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field preferred
5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role
FINRA Securities Registration (Series 7, 63, 65, 66) required
Experience with financial planning software required; eMoney preferred
Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint and Outlook required
Experience with Customer Relationship Management (CRM) software, i.e., Redtail, and/or Agency Management System software preferred
Life, Accident & Health License preferred
Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required
Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required
Hours: Monday - Friday, 8:00am-5:00pm
Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available)
Benefits:
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
Proprietary Equity Trader Position
Personal Banker Job In Plum, 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 ***************************
Refined Products Trader
Personal Banker Job In Belle Vernon, PA
Job Details Belle Vernon PA - Belle Vernon, PA Full Time 4 Year Degree Day OtherDescription
ABOUT THE COMPANY:
Guttman Holdings, Inc. is 100% employee owned. The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations from the Midwest to the East Coast.
Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve shape our culture and guide our daily operations.
POSITION SUMMARY:
The Refined Products Trader position directly manages Guttman's physical products position, related risk management programs, and optimization strategies. This role will be responsible for sourcing and procuring refined petroleum products (such as gasoline, diesel, jet fuel, etc.), negotiating term supply contracts, monitoring inventory levels, and ensuring an optimized supply strategy. This individual will collaborate with logistics teams to optimize transportation routes, manage storage facilities, and ensure timely delivery to customers.
ESSENTIAL FUNCTIONS OF THE JOB:
Margin improvement of physical product origination supply, contract structure, and/or trade execution.
Define and implement a trading strategy around origination, inventory, infrastructure, and sales commitments with counterparties, across the Gulf Coast and Chicago markets, utilizing transportation on Explorer, Buckeye, and Laurel pipelines.
Execute risk management around daily electronic platform market.
Closely monitor inventory levels through daily collaboration with the sales group.
Develop and maintain strong industry relationships with major oil refiners, blenders, supply partners, terminal and pipeline operators, and the broker community.
Optimize logistics around product blending (butane, naphtha).
Identify and capture arbitrage value across regional markets.
Develop effective trading strategies to capture margin enhancement.
Identify new markets, derivative based programs, and opportunities for Guttman to participate.
Coordinate the clear communication of the purchase and sale of inventory hedge positions with the Program Trader to ensure the company's daily position remains balanced in accordance with the Company's Risk Management Policy.
Analyze market trends, supply-demand dynamics, and price differentials.
Qualifications
MINIMUM QUALIFICATIONS/REQUIREMENTS:
Minimum five years of energy trading experience.
Bachelors degree (B.A. or B.S.) from an accredited four-year college or university.
Knowledge and experience across electronic trading platforms and related exchanges.
Proven track record of delivering value-add trade strategies.
Ability to collaborate, provide and solicit feedback, express ideas both orally and in writing and communicate relevant and timely information to customers, managers, etc.
Logistics and sales experience across the energy complex.
Value-add contributions through trading strategies, risk mitigation, and process improvement.
Ability to understand problems and make profitable, timely, practical business decisions.
Excellent verbal and written communication skills.
Strong computer skills; Experience working in MS-Office (Word, Excel, PowerPoint, Access, etc.), Tableau, PowerBi, CME, ICE, DTN, CQG, Refinitiv
Excellent mathematical & analytical skills.
Ability to provide strong historical track record of identifying opportunities, strategic execution, and position growth.
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job.
EEOC STATEMENT:
Guttman Holdings is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex, national origin, age, non-job-related disability, veteran status, sexual orientation, gender identity, marital status, citizenship status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
Universal Banker
Personal Banker Job In Cranberry, PA
Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing teller transactions and assisting other tellers on sales and referral techniques and opportunities, and providing excellent customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Run a teller cash drawer to cover the daily needs of the branch staffing model
* Exercise authority to sign official checks, not to exceed $50,000 and complete teller overrides
* Accept and process the following transactions: savings, checking, and holiday savings accounts, loan payments, safe deposit box rental payments, tax deposits, and any withdrawals
* Accept checks for cashing according to FNB check handling procedures
* Sell money orders, official checks, and collect fees which may apply
* Ensure each teller balances daily, provide assistance to locate differences, ensure all differences are properly initialed and, if required, reported to the manager immediately
* Willingness to create a work environment conducive to superior customer service and teamwork
* Ensure the appearance of the teller area and personnel are organized and professional in accordance with bank policy, including dress code and cell phone usage policy
* Ensure vault cash is handled under dual control to include vault transactions, cash order and shipments, audits and the proper strapping and dating of currency denominations from tellers to Federal Reserve
* Ensure all negotiable instruments, safe deposit box records, and confidential records in the work area are properly secured each day. Assist customers with safe deposit box rentals in accordance with the FNB safe deposit box manual
* Responsible for ensuring dual control policies are known and followed by all staff members wherever dual control procedures are in place
* Authority to open and close the branch following proper security procedures
* Strong knowledge of daily branch, vault, and ATM operations
* Achieve personal/ individual daily sales referral goals in addition to assisting/coaching tellers to meet their individual daily sales referral goals
* Coordinate with branch manager regarding sales and service operations as needed
* Use effective communication skills in order to educate staff on changes in policy or new policies, procedures, and product knowledge
* Exercise sound judgment in resolving client and/or employee issues
* Maintain a strong knowledge of bank products and services and recognize opportunities to cross-sell bank products and services
* Make outbound sales calls to current and prospective clients
* Open new accounts, complete account maintenance, cross-sell products and discuss services available
* Prepare new account documents accurately and in a timely manner
* Serve as a Notary if properly credentialed
* Effectively complete all operational duties required on a weekly, monthly, and quarterly basis in accordance to bank policy
* Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
* Regular, predictable attendance is an essential requirement of this position
* Complete all other duties as assigned
EDUCATION AND/OR EXPERIENCE:
* High School diploma or General Education degree (GED)
* Minimum of one (1) year retail banking experience to include cash handling
* Previous supervisory and sales experience are highly preferred
OTHER SKILLS AND ABILITIES:
* An above average teller with the ability to accept/give instructions, reasoning and problem-solving skills, and the desire to oversee and assist others
* Ability to prepare a cash order/manifest
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Accounting-Banking
Personal Banker Job In Pittsburgh, PA
We are seeking a motivated and detail-oriented Accounting Specialist to join our Profitability Reporting and Analysis team. Reporting to the Profitability Reporting Analysis Manager, this role is pivotal in driving accurate financial reporting, profitability insights, and operational efficiency within the banking sector. The ideal candidate will bring a strong foundation in accounting, financial analysis, with a background in banking to accelerate onboarding and impact.
Key Responsibilities
Profitability Analysis:
Prepare and maintain detailed profitability reports, identifying key drivers of financial performance.
Partner with the Profitability Manager to interpret results and provide actionable insights to management.
Support ongoing process improvement initiatives to streamline reporting and enhance data accuracy.
Accounting Operations:
Perform general accounting tasks, including account reconciliations, journal entries, and variance analysis.
Collaborate with team members to ensure compliance with regulatory standards and internal policies.
Contribute to monthly, quarterly, and annual financial close processes
System Utilization and Transition Support:
Leverage expertise in financial systems, ( cloud-based tools), to manage reporting and analysis tasks effectively.
Collaboration and Development:
Act as a collaborative team member, supporting peers and management in achieving departmental goals.
Participate in cross-functional projects and initiatives, offering insights from a profitability and accounting perspective.
Qualifications
Bachelors degree in Accounting, Finance, or a related field.
2-5 years of accounting experience, preferably within the banking or financial services industry.
Strong foundation in financial analysis, forecasting, and budgeting.
Familiarity with profitability reporting and financial performance metrics.
Experience with financial software systems
Excellent attention to detail and strong analytical skills.
Effective communication skills and a collaborative mindset.
CPA certification is a plus but not required.
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Personal Banker Job In Pittsburgh, PA
You have an obsession 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
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Personal Banker Job In Pittsburgh, PA
You have an obsession 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
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: *********************************************************************
Banker Associate - Middle Market Banking - Associate
Personal Banker Job In Pittsburgh, PA
Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts!
As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position.
Job Responsibilities
Focus on the support and delivery of value added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship.
Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects.
Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc.
Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks.
Required qualifications, capabilities and skills
BS/BA degree
Experience in building and maintaining positive client relationships
Superior Excel, Word and Power Point skills
Excellent problem solving, as well as oral and written communication skills
Superior analytical, quantitative, leadership, and interpersonal skills
Keen attention to detail, as well as a proactive and creative mindset
Proven ability to multitask and meet deadlines in a fast-paced environment
Preferred Qualifications, Capabilities and Skills
2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Universal Banker
Personal Banker Job In Plum, PA
Plum: 7660 Saltsburg Road, Pittsburgh, PA 15239
Work Hours:
Monday - Thursday: 8:30 am - 5:00 pm
Friday: 8:30 am - 6:00 pm
Saturday: 9:00 am - 12:00 pm
(Must be flexible around branch hours)
Function: Responsible for the delivery of exceptional customer service related to branch operations on the teller line in conjunction with sales and platform duties, including meeting assigned sales goals, in support of Individual and Branch production goals. Shared responsibility of duties is dictated by the business needs of the branch.
Duties and Responsibilities:
Uses a combination of computer systems, S&T sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions, including the following:
Utilizing computer systems to properly identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud (including, but not limited to verifying balances, placing holds, and documenting proper identification).
Accepting deposits, verifying endorsements, and issuing receipts.
Accepting checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization.
Accepting savings deposits and withdrawals and performing related duties.
Providing additional customer services, including bank money orders and other services.
Accepting various loan payments or other types of payments.
Balancing window cash daily.
Performing ATM settlement where applicable.
Assisting in vault balancing, where applicable.
Uses the following key sales functions to deliver exceptional customer service and ensure complete customer satisfaction,
while meeting and exceeding established sales goals:
Profile customers to determine and recommend appropriate S&T loan and deposit products.
Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binders, etc.
Completes S&T sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions.
Successfully develops customer profiles and identifies their banking needs.
Closes business and performs follow-up calls to ensure customer satisfaction.
Builds warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank.
Demonstrates complete understanding of the S&T sales process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs.
Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management.
Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five vales and core drivers.
Performs follow-up calls to new account customers to determine satisfaction and additional leads.
Performs outbound calls as outlined in the branch playbook with reference to sample scripts in the sales and service guide and proposed potential customer lists provided to grow existing customer relationships.
Participates in branch sales call campaigns, as needed.
Performs data entry and prepares documentation to process new account customers and change existing accounts.
Maintains existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed.
Performs customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals.
Prepares loan applications using LOS software and coordinates loan document preparation. Maintains a good working relationship with bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
Completes NMLS requirements as part of the S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.
Assumes additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc.
Physical Demands:
Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18”-20” for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education:
Requires a high school diploma or equivalent.
Experience:
Two to five years general and specialized experience. Successful completion of the retail training program required including CSR and RSA training programs.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary Range:
$18.00 - $34.90
Personal Banker
Personal Banker Job In Pittsburgh, PA
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Brentwood, PA.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Citizens Banker
Personal Banker Job In Gibsonia, PA
Salary Range: $21.18 - $26.47/ hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly.
Preferred skills/experience:
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and requires weekends and evenings
Universal Banker
Personal Banker Job In Cranberry, PA
Responsible for opening, maintaining and closing various types of Bank accounts in an efficient and professional manner, as well as generating referrals (for new business opportunities), processing teller transactions and assisting other tellers on sales and referral techniques and opportunities, and providing excellent customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Run a teller cash drawer to cover the daily needs of the branch staffing model
Exercise authority to sign official checks, not to exceed $50,000 and complete teller overrides
Accept and process the following transactions: savings, checking, and holiday savings accounts, loan payments, safe deposit box rental payments, tax deposits, and any withdrawals
Accept checks for cashing according to FNB check handling procedures
Sell money orders, official checks, and collect fees which may apply
Ensure each teller balances daily, provide assistance to locate differences, ensure all differences are properly initialed and, if required, reported to the manager immediately
Willingness to create a work environment conducive to superior customer service and teamwork
Ensure the appearance of the teller area and personnel are organized and professional in accordance with bank policy, including dress code and cell phone usage policy
Ensure vault cash is handled under dual control to include vault transactions, cash order and shipments, audits and the proper strapping and dating of currency denominations from tellers to Federal Reserve
Ensure all negotiable instruments, safe deposit box records, and confidential records in the work area are properly secured each day. Assist customers with safe deposit box rentals in accordance with the FNB safe deposit box manual
Responsible for ensuring dual control policies are known and followed by all staff members wherever dual control procedures are in place
Authority to open and close the branch following proper security procedures
Strong knowledge of daily branch, vault, and ATM operations
Achieve personal/ individual daily sales referral goals in addition to assisting/coaching tellers to meet their individual daily sales referral goals
Coordinate with branch manager regarding sales and service operations as needed
Use effective communication skills in order to educate staff on changes in policy or new policies, procedures, and product knowledge
Exercise sound judgment in resolving client and/or employee issues
Maintain a strong knowledge of bank products and services and recognize opportunities to cross-sell bank products and services
Make outbound sales calls to current and prospective clients
Open new accounts, complete account maintenance, cross-sell products and discuss services available
Prepare new account documents accurately and in a timely manner
Serve as a Notary if properly credentialed
Effectively complete all operational duties required on a weekly, monthly, and quarterly basis in accordance to bank policy
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned
EDUCATION AND/OR EXPERIENCE:
High School diploma or General Education degree (GED)
Minimum of one (1) year retail banking experience to include cash handling
Previous supervisory and sales experience are highly preferred
OTHER SKILLS AND ABILITIES:
An above average teller with the ability to accept/give instructions, reasoning and problem-solving skills, and the desire to oversee and assist others
Ability to prepare a cash order/manifest
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Universal Banker-Floater
Personal Banker Job In McMurray, PA
Universal Banker - Floater
Classification: Non Exempt Salary Grade: Pay Grade 3A - Salary based on experience Reports to: Regional Branch Manager
JOB DESCRIPTION
Summary/Objective:
The purpose of this position is to provide prompt, efficient and friendly service to customers involving new account information, consumer lending and teller transactions, as needed. This is a cross-trained position and requires the ability to multi-task and also serve at the back up to the manager, when necessary.
This position will have extensive contact with customers and the public in a variety of settings. Position is responsible for promoting services of the bank, which requires a cheerful disposition, and the ability to employ tact and diplomacy in providing quick and efficient responses to all customer inquiries. Position also requires leadership qualities since it is the back up to the manager, in some cases.
PERFORMANCE OBJECTIVES:
Achieve growth in deposits by the assigned percentage determined by the Branch Manager.
Achieve growth in loans by the assigned percentage determined by the Branch Manager.
Satisfactory Compliance and Audit results (i.e., deposit exception report)
Treat every customer with the highest level of professionalism and provide exceptional customer service.
Completion of all required internal training programs.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
§ Assist with new account duties including identifying prospects for new or additional bank services. Recommend bank services to selected prospects and cross-sell existing customers.
§ Explain the different types of accounts available to customers and assist in the selection of the type of account that will best meet customer needs, assign
account numbers, complete forms requiring customer signatures and accept initial deposits.
§ Obtain proper identification from new customers, decide whether to accept account, and determine need and extent of reference investigation.
§ Place orders for checks, endorsement stamps and any other items needed for new accounts.
§ Complete computer forms and input incident to opening accounts and issuing certificates of deposit.
§ Answer incoming telephone inquiries and assist or transfer customers as needed; mail correspondence and forms for existing customers.
§ Assist customers in accessing their safe deposit boxes.
§ Process all documents and items pertaining to checking accounts, savings accounts, safe deposit boxes and certificates of deposit.
§ Sell, renew and redeem certificates of deposit.
§ Cross-sell products and services of the bank.
§ Provide customer assistance with balancing checkbooks, requests and minor complaints. Refer/direct customers to other departments or branches as necessary.
§ Receive and distribute branch mail.
§ Assist with ATM balancing as necessary.
§ Perform account maintenance as needed.
§ Maintain petty cash.
§ Send various mailings to customers and employees.
§ Close accounts and take applications.
§ Participate in credit extension functions with lending authority; perform loan processing tasks for all loan types as required.
§ Assist with loan function.
§ Quote loan rates and payment amounts
§ Quote payoffs for personal and car loans.
§ Assist Branch Manager with supervision of branch employees
§ Aid in the development and implementation of teller training and cross training.
§ Perform other duties as assigned in relation to the above mentioned.
§Travel to retail bank locations per operational needs.
Other Duties:
§ Receive cash and/or checks for deposit to checking, savings accounts, taxes withheld payment for installment loans, Master Card/Visa, mortgage payments; open and receive payments for Christmas Club accounts; issue money orders, and cashiers checks. Collect late charges and fees where applicable. Process night deposits.
§ Cash checks in accordance with bank policy. Pay MasterCard/Visa cash advances and savings withdrawals; cash savings bonds. Receive payment for collection
items, safe deposit rentals and other miscellaneous items.
§ Recognize customer needs and suggest appropriate services of the bank. At customer's request, prepare printouts from terminal of customer account transactions.
§ Prepare currency for vault and enter daily debit and credit transactions in vault register. Mutilate and strap currency; separates and rolls coin, and distribute excess coin and currency to vault teller.
§ Prepare teller summary sheets, certified check, currency transaction, and CTR reports.
§ Audit vault, put stop payment on checks, and answer the phone.
§ Perform other duties as assigned in relation to above mentioned duties and responsibilities.
Competencies:
Ethics/Integrity: Knowledge of practices, behaviors, applicable laws, rules and regulations governing proper business conduct.
Adaptability: Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.
Customer Service: Works well with customers, promotes a positive image of the company, strives to solve issues raised by customers.
Productivity: Manages workload, works efficiently, meets goals and objectives.
Quality: Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve products/services.
Cooperation: Willingness to work harmoniously with others in getting a job done. Readiness to respond positively to instructions and procedures.
Supervisory Responsibility:
No supervisory experience.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing
cabinets and fax machines.
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.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to
finger, handle or feel; and reach with hands and arms.
Position Type/Expected Hours of Work:
Some flexibility in hours is necessary based on the location assignments, but the employee must be available during the “core” work hours of 8:30 a.m. to 4:30 p.m. Monday through Friday and must work 37.5 hours each week to maintain full-time status. Saturday hours are required for all retail staff, usually twice a month, but this schedule could be adjusted for coverage needs.
Travel:
Travel for this position is limited to travel for meetings/training or helping other locations with staffing needs.
Required Education and Experience:
High school graduate or equivalent.
Preferred Education and Experience:
Generally, two-five years of banking or related experience.
Additional Eligibility Qualifications:
Strong clerical skills, good communication skills and professional appearance are necessary for this position. Proficiency with a computer, adding machine, copier, fax machine, and other office equipment are required. The ability to learn EzTeller, Premier and sales tracking systems.
AAP/EEO Statement:
Community Bank is an equal employment opportunity employer. It is the policy of Community Bank to afford equal employment opportunity and to recruit, select, hire, train, transfer, and promote individuals in all job titles regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, Vietnam era veteran, disabled veteran, or other eligible veteran status.
(Rev.3/2022)
Relationship Banker - McMurray Branch - Canonsburg, PA
Personal Banker Job In Canonsburg, 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: **************************************************************************
Relationship Banker- Robinson Township, Pa
Personal Banker Job In Robinson, PA
Starting pay rate - $20 per hour As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!
WORKING HOURS
Flexible schedule based on operational needs; scheduled during the following hours of operation:
Monday - Friday: 9am - 6pm
Saturday: 9am - 2pm
MINIMUM QUALIFICATIONS
High school diploma or equivalent required
Minimum six months of similar or transferrable experience required
Excellent member service skills
Ability to build relationships through sales and service
Excellent communication skills in person and on telephone
Above average knowledge of credit union products and services
Demonstrated cross-selling skills
Knowledge of lending products
Possess good analytical skills
Proficient computer skills
Detail oriented
Ability to maintain accuracy in a fast-paced environment
Ability to work flexible hours based on operational needs
ESSENTIAL DUTIES AND RESPONSIBILITIES
Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone
Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates
Educate and increase member awareness of all credit union products, services and promotions
Build relationships by educating members and increasing cross sales using Cross-Sale Manager software
Seize all sales opportunities by utilizing sales and service techniques
Open and process all new accounts and update account information as required
Verify all new members and/or joint owners following the Customer Identification Program
Maintain thorough knowledge of loan policies, underwriting guidelines and rates
Request and review credit reports, looking for additional loan opportunities to move to the credit union
Provide NADA quotes for autos, boats, aircraft and other secured loans
Provide general information on real estate and business loans and all services and products provided through electronic means
Support self-service electronic channels at the branch (PCU Station, ATM, TellerPhone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate
Provide rate quotes for all loan and savings products
Process requested transactions/maintenance on member accounts
Review and follow Teller Policies and Procedures
Process wire transfer requests using electronic online form (1
st
party and repetitive wire transfers)
Assist members with problems and complaints providing resolutions
Mail requested information/forms
Ensure delivery and follow up of new accounts, loan applications and problems daily
Participate in departmental campaigns/programs achieving individual and team goals
Partner with the community through charity to support fundraising and volunteering
Attend training sessions and meetings
Keep updated on promotional and marketing mailings
Remain current in policies, practices, trends, technology and information affecting the organization
Lifelong learning through classes/seminars, in-house training, and on-line.
Handle other duties as assigned.
ALL ABOUT THE EXPERIENCE
Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence
Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond
Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company's vision and success.
Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Relationship Banker
Personal Banker Job In Canonsburg, PA
Primary Office Location: 2620 Washington Rd. Canonsburg, Pennsylvania. 15317. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Associate Relationship Banker - E Ohio Street Branch - Pittsburgh, PA
Personal Banker Job In Pittsburgh, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
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
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and 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: *********************************************************************
Relationship Banker - Oakland Branch - Pittsburgh, PA
Personal Banker Job In Pittsburgh, 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: **************************************************************************