Quaint Oak Bank jobs - 397 jobs

Goal oriented and self motivated? Take your successful sales experience and put it towards helping customers with their consumer loan needs. The candidate will be responsible for originating and servicing new consumer loans (Home Equity, Auto, Personal, Credit Card) through a variety of means including networking, telemarketing and through participation in community events, and tradeshows. The position will allow you to save customers money and help them reach their financial goals. This position is 100% in person. Qualifications: * Two (2) years of related sales experience required with a proven track record of achieving sales goals required. * High School Diploma/GED required. * Demonstrated ability and desire to build consumer loan relationships and meet all related sales goals. * Excellent written and verbal communication skills and ability to conduct formal presentations. * Demonstrated proactive techniques, creativity, resourcefulness, and self-motivation in producing results. * Must be detail oriented and be able to prioritize in a fast-paced environment. * Proficient in Microsoft Office products including, but not limited to Word, Excel, Outlook and Teams. * Must be able to maintain integrity, transparency, and perform in an ethical manner at all times. * Must be available until 7pm on some weekdays and on some Saturdays. * Must possess a valid driver's license, access to a reliable vehicle, and valid insurance. * Candidates being considered will be subject to additional background checks as required by the office of the Comptroller of Currency. Principal Activities and Duties: * Personally provide an exceptional level of customer service to all internal and external customers with the goal of creating long term customer loyalty * Achieve all goals by consistently implementing effective relationship building techniques taught in training and consistent with the Bank's Mission, Value, and Core Objectives. * Consistently generate new loan production and the associated products and services through proactive efforts including: o Utilization of effective outbound calling efforts o Calling on businesses in the market area o Generating new Vendors via utilization of the Preferred Referral Program within immediate market as well as maintain existing vendor relationships through follow-up with these vendors. o Participating in networking and community events, o Soliciting current customers within the branch, o Handling online CHAT inquiries o Participation in trade shows. * Assist management with the coaching and development of team members to ensure that they achieve their individual sales goals. * Adhere to all operational processes and procedures that have been put in place within the loan center assigned. * Comply with all Federal and State Banking regulations that apply. * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

The Branch Quality Analyst supports all aspects of operations and compliance to branches, loan centers and internal departments. This involves weighing quality customer service, operational integrity, and risk while being an informational resource for branches/departments. This role utilizes multiple software systems used by the branch network and involves working closely with different areas of the bank to design/maintain, upgrade, test, implement, and introduce changes to the branch network. Candidate will have the opportunity to work a hybrid schedule after successful training with management approval. Education and Experience Requirements: High school diploma/GED required. Some college strongly preferred. Six months branch supervisory or branch management experience required, including experience in coaching/managing and providing guidance in connection with operations, procedures, and regulatory compliance. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Strong knowledge of Bank operations and procedures as well as regulatory compliance. Knowledge of Dollar Bank specific procedures is a plus. Detail oriented and able to multi-task and have good problem solving and analytical skills. Strong customer service and oral and written communication skills. Able to prioritize and meet deadlines while handling multiple projects. Working knowledge of Microsoft Office suite products particularly Word and Excel. A rotating schedule is required including some evenings until 6:00 PM and some Saturdays. After-hours support will also be required approximately once every six weeks. Essential Functions: Learn multiple Bank software applications to assist with operational and technological questions. Participate in project testing for various applications and host projects. Provide operational support to branch/department representatives on varied subjects to include product/services, processes, compliance and record keeping, quality assurance and systems. Assist in the development of written communications to implement projects including memos, training materials and operational manual sections. Research, write and distribute operational memos to branches as needed. Update/create current process guides for the department and branches. Act as a resource for questions/inquiries from branches and other departments. Monitor and mitigate teller outages and branch losses and assist with any branch balancing issues. Monitor and review various reports making corrections/revisions as needed. 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

The AVP Residential Lending is responsible for originating quality saleable mortgage loan applications from assigned Dollar Bank branches and various referral sources including, realtors, financial planners, attorneys, and other professional contacts. Qualifications: High school diploma/GED required. College degree preferred. Minimum of 5 years of originating mortgage loan applications required. Excellent communication and organizational skills. Knowledge of and ability to follow Freddie Mac, Fannie Mae, FHA and VA guidelines to structure quality mortgage applications Software knowledge including: Point of sale first mortgage loan origination system, Microsoft Word and Excel. General business, financial and credit lending knowledge. A valid driver's license and access to a reliable vehicle is required. Candidate being considered will be subject to additional background checks as required by the office of the Comptroller of Currency. Essential Functions: Enter all data required to complete a residential mortgage application in the loan origination system. Provide buyer with all required early disclosures. Assist borrowers by explaining lending programs and all required information needed to complete the mortgage process. Properly quote interest rates for loan programs offered and lock-in the interest rate at the time of the borrower's request. Achieve assigned production goals. Actively network with realtors and other professional referral sources and attend networking functions and trade shows as determined by management. Oversee active pipeline of mortgages from application to closing and work closely with the operations personnel to assist in processing the application when needed. Work closely with branch personnel of assigned branches. Attend meetings and branch events 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

West Chester, Pennsylvania;Media, Pennsylvania; Newtown, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Assistant Branch Manager I, participates in a comprehensive retail training program while working toward individual sales targets. In collaboration with the Branch Manager, this role helps cultivate a motivated sales and service team, ensuring that each member contributes to the branch's success through a consultative sales methodology. A key responsibility of the Assistant Branch Manager is the development of team members through one-on-one coaching sessions and performance accountability. Additionally, this role focuses on strengthening customer relationships through proactive initiatives, which may include limited participation in community events and business networking opportunities. This position requires travel to multiple branch locations within the East Region. These branch locations include: Braddock Hills, Penn Hills, Oakland, Squirrel Hill, Greengate, Hyndman, Ligonier, Scottdale, Westmoreland, Mt. Pleasant. Travel reimbursement is provided once milage threshold is met. Education and Experience Requirements: * Bachelor's Degree with one year demonstrated track record of achieving sales goals is required. Will consider High School Diploma/GED with five years demonstrated track record of achieving sales goals. * Retail Banking experience preferred. * One year of managerial or supervisory experience is required. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Lead the branch's development of new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts. * Assume a leadership role while motivating and holding team members accountable, assist Branch Manager in evaluating team member performance. * Assist the team in all areas of branch operations including branch audits, security, and scheduling. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

We are seeking a detail-oriented and analytical Third-Party Risk Management (TPRM) Analyst to join our growing TPRM team. In this role, you will be responsible for assessing, monitoring, and managing risks associated with our third-party vendors and partners. You'll play a critical role in safeguarding our organization's data, operations, and reputation by ensuring that external relationships meet our security, compliance, and operational standards. Candidate will have the opportunity to work a hybrid schedule after successful training and management approval. Education and Experience Requirements: *Bachelor's Degree required, preferably in Information Systems, Business Administration or related fields. Will consider commensurate third-party risk management experience. *Minimum of two years' experience with a financial institution in risk analysis, vendor or stakeholder coordination control testing, operational assessments, support of governance framework, or documentation of compliance or resilience processes. Knowledge, Skill, and Ability Requirements: *Proficient Microsoft Office Suite and database programs. *Demonstrated effective and efficient written/verbal communication skills to enable the Third-Party Risk Management Analyst to effectively communicate with all levels of employees and third parties. *Effective planning, time management and organization skills. *Strong analytical analysis and critical thinking skills *Ability to learn and utilize bank operational data to integrate into the Third-Party Risk program. *Strong attention to detail *Effective interpersonal skills to collaborate across the organization Essential Functions: *Third-Party Risk Assessments oConduct initial and ongoing risk assessments of third-parties, focusing on cybersecurity, data privacy, financial stability, business continuity and regulatory compliance. *Due Diligence & Onboarding oCollaborate with Subject Matter Experts (SMEs) to perform due diligence during third-party onboarding and contract renewals. *Risk Monitoring & Reporting oContinuously monitor third-party performance and risk posture. Develop and maintain dashboards and reports for internal stakeholders. *Policy & Framework Development oAssist in developing and refining TPRM policies, procedures, and frameworks aligned with industry standards (e.g., NIST, ISO 27001, SOC 2). *Audit & Compliance Support oSupport internal and external audits by providing documentation and evidence related to third-party risk controls. *Stakeholder Engagement oWork cross-functionally with IT, Legal, Enterprise Risk Management and Business Units to ensure consistent risk management practices. *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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Love a role that keeps you moving? This one's for you. Tired of being stuck in one branch? Step into a leadership role that lets you travel across the Northern Market - supporting teams, elevating service, and making an impact in multiple communities! As our Regional Banking Supervisor, you'll be the go-to leader traveling between Allentown, Fourth Avenue, Gateway, Market Square branches - building relationships, mentoring teams, and delivering exceptional customer experiences. Mileage reimbursement is provided for travel. This role will offer you Mileage reimbursement, Career visibility, A role where every day feels different What You'll Do * Float between branches & keep operations running smoothly * Coach and inspire banking teams * Deliver customized financial guidance to customers * Strengthen service quality across the region Why You'll Love It * A travel-forward leadership role (goodbye, same-old routine!) * Huge market exposure + a broader network * Leadership & consultative sales development * A culture that values growth, innovation & service excellence Ready to take your career on the road - and to the next level? Apply today and lead across the region, one branch at a time. The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Downtown Market. These branches include Allentown, Downtown Pittsburgh, Lawrenceville, Mt. Troy, Oakland and Southside. Education and Experience Requirements: * High school diploma/GED required. * One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. * Leadership, supervision, or mentorship experiences required. * Ability to travel between multiple assigned branches according to business needs. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Build relationships with our customers by engaging in a consultative sales approach. * Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. * Educate our customers on ways to utilize technology in branch, online or mobile. * Utilize sound decision making skills while balancing customer service and financial loss. * Assist in training and development of new employees within the bank. * Learn how to open and close branches. * Adhere to all established branch operational processes and procedures. * Multitasking skills to quickly shift from transaction to transaction. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Under the oversight of Senior Enterprise Risk Management, the Risk Analyst will support the development, implementation, and execution of the enterprise risk management (ERM) framework. This includes effectively managing enterprise risk processes, procedures, policies, and reports to drive the successful execution of the key ERM initiatives. This position will play a large role in the preparation of ERM documentation including reports, presentations, and committee packages and will be expected to use a keen eye for detail to review documentation for accuracy, relevance, and logic to support on time delivery of quality work products that align with the Bank's risk framework. This is a hybrid position that requires in office hours. Candidate will have the opportunity to work a hybrid schedule after successful training and management approval. Education and Experience Requirements: Bachelor's degree required, preferably in Information Systems, Business Administration, or related fields. Will consider professional work experience in lieu of education Two (2) years of experience in risk management, auditing, or internal controls role OR a bachelor's degree in an Enterprise Risk Management program Knowledge, Skill, and Ability Requirements: Working knowledge of Microsoft applications (Excel, Word, PowerPoint) Ability to establish and maintain effective working relationships Strong oral and written communication skills Effective prioritization and time management skills to meet project deadlines Strong attention to detail Ability to research, think critically and problem solve Essential Functions: Under supervision, support the development and maintenance of the risk management programs. Participate in consultation to execute the program components. Assist in the development and maintenance of new and existing risk programs including: Annual Risk Assessment Risk Appetite Top, Emerging and Evolving Risks Risk aggregation and reporting Risk and Control Self-Assessments Risk Assessments of Material Initiatives Process and Control Library Assist in the development of risk enterprise while supporting the businesses and other risk partners (e.g. Compliance, Information Security, Fraud, Legal, Security) Assist with the continued efforts to train and facilitate risk owners to properly conduct and document risk assessments and provide effective review and challenge Support business-as-usual activities and ad hoc requests and identifies risk exposures, as directed Perform other assignments as directed 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

The Teller serves as a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point of contact, this position is responsible for engaging with customers, building strong relationships, and providing personalized assistance. Key responsibilities include processing various financial transactions, such as deposits, withdrawals, and loan payments, for both retail and business accounts. The Teller is also equipped with the necessary training and resources to identify opportunities for referrals, helping customers discover additional banking solutions that meet their needs. Education and Experience Requirements: * High school diploma OR GED required. * Ability to travel as needed to training Essential Functions: * Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances. * Meet established referral goals. * Maintain cash flow and security drawers, terminals, and other valuables. * Manage a teller window while maintaining an acceptable balancing record. * Multitasking skills to quickly shift from transaction to transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Process transactions in an accurate and efficient manner while providing quality customer service. * Maintain a professional appearance and always conduct yourself in a professional manner. * Maintain the highest level of professional integrity and ethics. * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

The Portfolio Manager supports and the Corporate Banking team by obtaining required reporting information from borrowers (financial statements, compliance certificates, evidence of insurance, etc.). Responsible for portfolio reporting and monitoring related to risk and compliance. Logistical/operational oversight (liaison) between Corporate Banking, Underwriting, Credit and Commercial Loan Operations. This is a hybrid position which requires in office hours. Qualifications: * College degree or commensurate experience. * Minimum of two (2) years in credit, lending, underwriting and/or portfolio management. * Knowledge of federal banking rules and regulations pertaining to commercial lending. * Strong written and oral communication skills with the ability to engage in financial/analytical conversation and recommendation. * Knowledge of commercial credit policies, procedures, and loan documentation. * Proficiency in Microsoft Word and Excel. Principal Activities and Duties: * Manage departmental workflow and prioritization. * Manage loan administration of syndicated and participated credits. * Ensures the department provides professional, courteous and efficient service to all internal and external customers. * Provide direction and support to loan administration staff within the department (e.g. loan onboarding, problem resolution, treasury management, etc.). * Review, prioritize and coordinate portfolio administration requirements including: o Annual reviews and renewals. o Financial statement monitoring/collection. o Expired/missing insurance. o Document and/or collateral exceptions. o General ledger reconciliation; and o Beneficial owner compliance. * Provide ongoing portfolio monitoring and assessment reporting (weekly, monthly, quarterly, annually). * Maintain a thorough knowledge of, and compliance with, banking regulations and adherence to bank policies and procedures. * Review, organize and analyze financial information relating to existing and new Corporate Banking customers. * Utilization of software/technology platforms including: o Bank mainframe o Shaw System o Nautilus o Goldmine o PrecisionLender o TValue 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions

This is a year-round internship where you may be scheduled to work 20 - 25 hours a week, Monday through Friday. This internship is designed to give you real life work experience as you will work alongside experienced IT professionals. This is an in-person position. Qualifications: Completion of 1 year of college/technical school with an IT related major. Experience in PC repair strongly preferred. A working knowledge of Ethernet and TCP/IP. A strong commitment to customer service. Occasional availability to work after hours and weekends. Occasional overtime may be necessary to accomplish group goals. Must be able to lift 20 pounds. Principal Activities and Duties: Install and configure PCs for use in the back office. Assist with the installation of hardware in the back office. First level technical support may include, but not be limited to: cloning workstations, racking hardware, and moving computer equipment. Troubleshoot, diagnose, and resolve hardware and software problems. Provide high level technical support for back-office desktops. Perform routine hardware and software upgrades. Receive professional training and mentoring that will lead to transferable work experience. Work in a supportive, team-oriented environment. 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions

**About this role:** Wells Fargo is seeking a... **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required + Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities + Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process + Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Posting End Date:** 5 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512800

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. The Elite Growth Practice (EGP) Wealth Management Specialist position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. The Elite Growth Practice (EGP) Wealth Management Specialist is responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment Management or Relationship Management. The Private Wealth Management Associate provides quality client service and effective and efficient operations support. He or she may provide advice and assist with training for less experienced team members. Executes problem escalation and/or problem solving of diverse scope where extensive analysis and evaluation may be required. Exercises judgment within generally defined practices and policies in obtaining or determining solutions. Has working knowledge of the Merrill Lynch Wealth Management business and specialized team functions for which he or she is assigned. Required Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. SAFE ACT Registration; ADV-2B Required Obtain and/or maintain at least one firm approved designation Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management Possess and demonstrate strong communication skills Demonstrate an understanding of how to deliver a strong overall client experience Thorough knowledge and understanding of the suite of Wealth Management products and services Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth Skills: Account Management Business Acumen Customer Service Management Client Management Portfolio Management Referral Identification Referral Management Relationship Building Administrative Services Process Simplification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5

The Branch Manager I, participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for fostering a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach. A key focus of the Branch Manager I is enhancing team performance through individualized coaching sessions and holding team members accountable for their goals. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities. This position requires travel to multiple branch locations within the East Region. These branch locations include: Braddock Hills, Penn Hills, Oakland, Squirrel Hill, Greengate, Hyndman, Ligonier, Scottdale, Westmoreland, Mt. Pleasant. Travel reimbursement is provided once milage threshold is met. Education and Experience Requirements: * Candidate must have one of the following: o Bachelor's Degree with three years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with seven years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals. o High School Diploma/GED with three years of retail banking experience as a Branch Manager. * Retail Banking and business development experience preferred. * Ability to travel as needed to training. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. * Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. * Actively support customer engagement by adhering to the Bank's service behaviors. * Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. * Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. * Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. * Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. * Consistently achieve all established customer service goals and targets. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately * Computer literacy to access account information and process transactions * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

The Senior Sales Call Center Rep. in the Account Sales department is responsible for generating new consumer loans and credit cards via proactive outbound solicitation calls to existing Dollar Bank customers as well as generating and maximizing any loans and credit card inquiries when assigned to handle inbound calls. This includes, assessing their needs and matching them with new and additional products and services. This role is required to achieve ambitious monthly and yearly goals for the department, as well as achieve service level goals such as CSAT, quality score, and call handling time. This position will also field inbound leads via email, and chat requests. The successful Lead Lending Solutions Specialist will be responsible for effective communication with all departments that are involved with the processing of new loan and credit card requests. This includes providing any necessary documentation or answering any outstanding questions that will lead to the expedient processing of the customer's application. You will work a rotating schedule including some evenings and Saturdays. You will have the opportunity to work a hybrid schedule after successfully completing training and supervisor approval. Education and Experience Requirements: High School Diploma/GED required. Three (3) years of proactive sales experience required, with demonstrated experience meeting goals including via outbound or telemarketing calls and lead generation. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Must be service-oriented with strong people skills to assess customer needs and respond to questions. Proven critical thinking and problem-solving skills. Able to patiently communicate with customers and departments with diplomacy and tact. Excellent written and verbal communication skills including active listening. Proficient in a variety of computer applications Competent to work independently and in a team environment. Be flexible and able to adapt to changing priorities. Good organizational and time management skills. Essential Functions: Make outbound calls to existing Dollar Bank customers to retain and expand their relationship with the bank to include new loan and credit card products. Assess customer needs through effective listening and questioning in order to recommend solutions including additional products and services. Handle inbound product related calls and show the consistent ability to upsell and maximize these inquiries. Consistently provides the highest level of customer service meeting quality standards when aiding new and existing customers within the markets we serve. Ensure the accuracy of the information provided to customers. Maintain proficient knowledge of Dollar Bank's products, services, regulations, policies, and procedures, participating in regular product and customer service training throughout employment. Recommend and open several types of retail accounts. Act as a liaison with other departments in solving customer issues. Strive to meet established goals and establish loyal customer relationships. Achieve monthly goals which may include sales goals, CSAT, quality scores and call handling time. Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks. 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo's Global Advisory Sales team is seeking a Mid-Atlantic Advisory Junior Salesperson (CIB Markets Program Analyst). Learn more about Wells Fargo's Corporate and Investment Banking group and career areas at wellsfargojobs.com. In this role, you will: * Support senior sales professionals across the Mid-Atlantic region to drive client engagement and business growth * Analyze market conditions and single‑stock trends to help inform strategic recommendations * Assist in coordinating and booking analyst and corporate access meetings * Build and maintain strong, long-term relationships by networking extensively with Mid-Atlantic clients * Stay closely aligned with Wells Fargo research and facilitate high‑value analyst interactions for priority clients * Partner collaboratively with internal teams and actively engage with clients to deliver exceptional service * Attend classroom training, self-study assignments, workshops, networking, and other events Required Qualifications: * 6+ months of Markets experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * A BS/BA degree or higher in business administration, economics, finance, or related field * 6+ months of client service experience in financial services * Knowledge and understanding of financial markets * Knowledge and understanding of investment tools such as Bloomberg * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Demonstrated proficiency in handling multiple projects and deadlines * Ability to demonstrate flexibility, organizational skills, proactiveness, and a detail-oriented mindset * Strong work ethic, initiative and desire to learn * Experience working collaboratively in a team environment * Experience developing presentation and spreadsheet materials * Ability to work in a fast-paced environment and to communicate effectively internally and externally * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Job Expectations: * Willingness to work on-site in accordance with current office requirements * Visa Sponsorship is not available * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: * 150 Radnor-Chester Rd, Wayne, PA 19087 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $90,000.00 - $150,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 17 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

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

Quaint Oak Mortgage, a subsidiary of Quaint Oak Bank, is hiring an experienced Mortgage Banker Join a growing organization that offers excellent opportunities for career growth, a team atmosphere and a competitive benefits package. We're looking for talented mortgage professionals to join our team! Quaint Oak Mortgage is a Quaint Oak Bank Company, a local bank providing more than 95 years of service to the community. Through thoughtful communication, business expertise, and responsive customer care, we continually raise our own personal bar for servicing our customers. Quaint Oak Mortgage is actively seeking experienced Mortgage Bankers throughout the continental US with an established book of business. You will be able to grow your portfolio by taking advantage of the unmatched support and resources provided by our company. Focus on selling, not processing loans! Quaint Oak Mortgage has unparalleled support that helps you focus on what you do best - closing more loans. At Quaint Oak Mortgage you have unrestricted access to your underwriter and our work flow allows you to spend more time prospecting and less time processing. What makes us a premier partner: Highly competitive and customized compensation packages and benefits Commissions paid within two weeks of closings Extremely flexible scheduling and remote systems Our QODirect App allows borrowers to apply online or on their mobile device and realtor partners to see constant status updates of their referrals Earn compensation on both Residential and Commercial loans In-house underwriting, processing and closing resources for every transaction Lehigh Valley Business's 6 years running (2016-2021), Fastest Growing Companies nominee Our extensive lending products: FHA, VA, USDA, FNMA, FHLMC, PHFA First Time Home Buyer Grants Home Equity Loans and Lines of Credit 90% LTV on Jumbo loans Non-Conforming Residential Loans SBA Loans: 7a & 504 Commercial Real Estate Loans Business Loans and Lines of Credit Requirements: 3+ years direct mortgage sales experience as a loan officer Bachelor's Degree is a plus, not required Quaint Oak Bank and/or its subsidiaries is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, ancestry, citizenship status, age, sex, sexual orientation, gender identity, marital status, national origin, disability or veteran status. Quaint Oak Bank and/or its subsidiaries is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation, contact Rachel Schmahl at ************ or **********************.