The PNC Financial Services Group jobs in Erie, PA - 24 jobs
Fiduciary Advisor Sr. - PNC Private Bank
PNC Financial Services Group, Inc. 4.4
PNC Financial Services Group, Inc. job in Erie, PA
At 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.
This role will be responsible for covering the Pittsburgh and Erie markets.
Travel would be periodic, as needed, based on client need.
The ideal candidate will meet the following qualifications:
* Fiduciary experience with revocable and irrevocable trusts
* Legal background would be beneficial (JD is not required)
* CTFA designation or CFP would be beneficial
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and sensitive high-profile relationships. Ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses an in-depth understanding of how types of trusts operate individually and together to or for the benefit of clients in family relationships.
* Delivers the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned accounts in accordance with documents, state law, policy and procedure.
* Handles risk management and the resolution of legal and compliance-related issues for assigned accounts. Communicates with clients, solves problems and escalates anticipated or known client issues/concerns.
* Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers. Meets with clients both on and off bank premises as needed.
* Customizes customer communications or presentations to provide fiduciary advice. Introduces planning concepts to meet client needs for assigned accounts. Leads colleagues in completing analysis and recommendations for senior management or committee review. Serves as a subject matter resource for the fiduciary team and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments
Competencies
Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Value Selling
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC 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; 9 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 pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$62k-81k yearly est. 21d ago
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Mortgage Loan Officer
PNC Bank 4.4
PNC Bank job in Erie, 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 Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Erie or North Pittsburgh markets.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Recommends loan solutions in accordance with lending guidelines and clients' requirements.
Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
Collaborates with internal and external stakeholders to complete mortgage transactions.
Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, SalesCompetenciesCustomer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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; 9 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 pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$37k-56k yearly est. Auto-Apply 56d ago
Vice President - Leveraged Finance
Bank of America 4.7
Charlotte, NY job
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 a diverse and 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Business Overview:
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions, and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt, and equity product expertise to deliver integrated financial solutions.
The candidate will be a member of the Leveraged Finance group, which originates, structures, and executes syndicated loan and high yield bond transactions for non-investment grade companies to support leveraged buyouts, acquisition financings, general corporate purposes, refinancings, recapitalizations and restructurings.
Job Description:
Vice Presidents are active deal team members who work within industry-aligned teams and have responsibility for the following:
Play a key role supporting origination, structuring, and deal execution, working on a broad scope of assignments within Leveraged Finance including acquisition financing and refinancing transactions.
Lead deal execution, and function as the key point of contact for the group, communicating with deal team members and clients, including industry groups, syndicate/sales professionals, corporate executives, private equity clients and bank/bond investors.
Lead the credit committee approval process, including due diligence, credit analysis and communication with the Risk team.
Work with internal and external legal counsel regarding the preparation of documentation for syndicated loans and high yield bonds.
Work closely with senior and junior bankers and expected to make an immediate contribution.
Supervise and train junior personnel.
Preferred Qualifications:
Bachelor's degree, or equivalent degree and/or work experience.
MBA degree, or equivalent, is preferred.
3-6+ years of experience in Leveraged Finance, or a related field.
Strong quantitative/analytical skills.
Distinguished communication skills.
Leadership skills and ability to think strategically and creatively.
Professional maturity and experience to interact directly with clients.
Ability to manage several projects at once and work effectively as an individual and as part of a team.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$275k-275k yearly Auto-Apply 5d ago
Citizens Teller
Citizens Financial Group 4.3
Erie, PA job
Starting Salary: $19 / hour and up
As a Citizens Teller - YOU make a real difference for our customers and the branch team.
What you'll do
You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. 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
- 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
Minimum of 6 months experience processing transactions (cash and/or digital payments)
Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers
Strong listening and communication skills
Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
Ability to problem solve and provide solutions to customer issues
Customer-centric to deliver exceptional service
Comfortable with using digital technology to support the delivery of business goals
Ability to work branch hours, which can include weekends and evenings
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. 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 to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred Skills/Experience
1 year of experience processing transactions (cash and/or digital payments)
Motivates others, like teammates, business partners, and specialists, through collaboration
Process-oriented, energetic, detail-oriented and ability to multitask effectively
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
$19 hourly Auto-Apply 7d ago
BofA Global Strategic & Sustainable Investments, Vice President
Bank of America 4.7
Charlotte, NY job
Global Strategic & Sustainable Investments (“GSSI”) is Bank of America's central equity investment platform and is responsible for deploying and managing capital in equity investments that align with the bank's strategic priorities and sustainability commitments. GSSI is comprised of over 30 investment professionals managing a global portfolio of 300+ investments (primarily direct stakes in companies and limited partner interests in private funds).
The Vice President role offers a unique opportunity to work across lines of business and enterprise functions, executing and supporting investments that accelerate Bank of America's strategic initiatives.
The candidate can be based in either NYC or Charlotte.
Responsibilities:
Investment Execution & Portfolio Management: Lead due diligence, financial analysis, and legal documentation for new investments. Actively review and manage existing portfolio positions to maximize value.
Industry Research: Conduct deep dives into companies, sectors, and emerging trends to inform investment theses and portfolio strategy.
Stakeholder Engagement: Build and maintain relationships with internal partners across lines of business and support functions, as well as external stakeholders including management teams, co-investors, and fund managers.
Presentation & Communication: Develop and deliver high-impact presentations for senior leadership, including investment memos, portfolio reviews, and strategic updates.
Portfolio Development & Ecosystem Activation: Lead development initiatives for the portfolio, bringing the entire ecosystem of Bank of America to our portfolio and our private funds' portfolio companies.
Team Leadership & Talent Development: Mentor GSSI analysts and associates to contribute to a collaborative, high-performance culture.
Requirements / Qualifications:
Minimum of 6 years industry experience in investment banking, capital markets, principal investments, equity research, strategic development, or management consulting; significant transaction experience is a plus
Strong analytical and strategic thinking skills, with a structured approach to problem-solving
Financial modeling and valuation skills, with ability to deconstruct a company's financials and analyze / forecast a company's operations
High level of initiative and accountability with strong ability to multi-task / prioritize multiple projects
Strong integrity, work ethic, and a team player
Excellent communication and presentation skills with executive presence
Knowledge of accounting principles and corporate finance a plus
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$97,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$97k-185k yearly Auto-Apply 60d+ ago
Data Governance Lead
Bank of America 4.7
Charlotte, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into payment solutions for our clients globally - across all segments and industries.
The Global Payments Solutions Data & AI - Data Strategy and Governance team (DSG) is looking for a Data Governance Lead for Global Transactions Services, part of the GPS team which is a ~$15bn business who will focus on data governance and controls inclusive of governance initiatives, data quality / data testing, and supporting regulatory response.
This role will be driving forward DSG team goals while building bridges with all partner teams including subject matter experts and leaders globally in the business, technology, and operations. Additionally, the Data Governance Lead will be focused on managing data governance initiatives, intake and facilitation of data testing and regulatory requests.
The Data Governance Lead will work with Line of Business partners, including Compliance, Audit, and Risk to understand needs and produce data solutions, often times in partnership with Technology.
The DSG team is strategically placed in the line of business to enable direct alignment with key business leaders to drive maximum impact. Members of the DSG team will be encouraged and expected to learn more than the core role requires, fundamental understanding of the business of payments will play a key role in what we aim to achieve together. The team's mandate places a dual focus on:
1.Data strategy including building and executing data strategy that enables the business, and
2.Data governance/management including driving adoption of enterprise data management policies and standards across GTS including for fit-for-purpose for Regulatory Reporting and other critical data uses; facilitating and providing governance and oversight of GTS data incidents; active engagement and support of enterprise data testing effort; active engagement of enterprise data initiatives and support of internal/external regulatory and audit exams and issues; and much more.
This role will require a unique blend of payments expertise, an in-depth understanding & knowledge of data, and heavy program management experience to drive all governance initiatives forward.
The Data Governance Lead will report to the Data Strategy Management Executive (DSME) as a part DSG team.
Required Skills: "Must" have these skills to be minimally qualified
•3+ years of experience in a Data Governance or Data Controls and Data Management or Payments role with a Data focus
•Drive adoption of and adherence to internal data management policies and standards (i.e.: Enterprise Data Management and Global Records Management)
•Expertise with Excel and PowerPoint to be able to analyze open issues and communicate with / align together varying teams
•Heavy experience and responsibility with building and executing process and procedures as well as program management of process and procedure execution
•Able to facilitate and provide governance and oversight on GPS data incidents including driving internal assessments, prioritization, and funding impacts.
•Hands-on, applied experience with Enterprise Data Management Policy/Standards, data governance concepts and frameworks including industry best practices.
•Knowledge of data management disciplines, including data strategy, data governance, data architecture, data security, etc.
•Support and manage data controls environment and drive calibration of data controls in Single Process Inventory
•Creation and execution of GPS data strategy and roadmap along with managing ADS adoption strategy
Desired skills:
•Strong relationship management skills to navigate the complexities in a large, distributed organization.
•Understanding of applicable internal policy and standard requirements, including deep understanding of EDSGO-owned policy & standard requirements.
•Ability to apply the core concepts of data risk management, including identification, assessment, and remediation of risk while driving health reporting of risks.
•Hands-on or have closely worked with complex data landscapes.
•Experience with managing data in high scale and high complexity application ecosystems (ie hundreds of applications)
•Experience in solving data infrastructure challenges with large Legacy data application.
•Deep understanding of project management framework and fundamentals; PMI certified.
•Excellent verbal and written communication skills and ability to simplify and summarize complex data priorities / technical concepts
•Highly detail oriented
•Ability to work in fast-paced, work-intensive organization and be able to adapt to changing priorities while delivering with high accuracy
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$105,000.00 - $135,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$105k-135k yearly Auto-Apply 60d+ ago
Financial Relationship Banker
Huntington 4.4
Erie, PA job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities:
Providing excellent customer service and effectively resolving customer issues.
Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
Maintaining your knowledge of all products, services, technology and policies.
Adhering to all operational, security, risk and regulatory policies and procedures.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
Preferred Qualifications:
Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
Ability to build, deepen and retain relationships.
Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Excellent verbal and written communication skills.
Comfort with technology such as mobile services and online banking services.
Knowledge of consumer and business deposit products.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$29k-35k yearly est. Auto-Apply 54d ago
Customer Experience Banker Non NMLS
Huntington 4.4
Erie, PA job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:
Providing excellent customer service and effectively resolving customer issues.
Being proficient in understanding and educating customers on consumer deposit products.
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
Adhering to all operational, security, risk and regulatory policies and procedures.
Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
1 year or more in customer service in banking, financial services or goal driven retail sales.
Cash handling skills.
Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
The Trading Assistant Associate will work in the Counterparty Portfolio Management (CPM) line of business, covering both the XVA and Risk Optimization Group (ROG) trading desks. The XVA trading desk focuses on managing counterparty credit risk (CVA) and funding risk (FVA), hedging those risks with a variety of cross-asset derivative instruments including rates, credit, FX, commodities, and equities. The ROG trading desk has two main functions - risk optimization, which includes initial margin, GSIB, and regulatory capital optimization; and collateral trading optimization. The Trading Assistant Associate will work with both trading desk and be responsible for executing trade capture, risk validation, end-of-day and ad-hoc reporting, investigating and resolving discrepancies.
Key Responsibilities:
Execute trade capture, risk validation, process amendments, monitor trade clearing status, resolve discrepancies, and focus on meeting real time reporting requirements
Collaborating with traders and other stakeholders including traders, trade control, counterparties, operations, finance, and compliance
Monitor trades and prepare reports for the trading desks
Responding to ad hoc requests and investigations promptly
Participating in initiatives to drive growth, operational efficiency, and automation
Identifying opportunities for process and infrastructure improvements
Requirements:
3+ years of applicable Trading Assistant & Control experience at an investment firm or bank
Requires product knowledge of swaps, options, forwards, and futures, and their respective life-cycle events
Ability to multi-task and engage business partners for efficient resolution
Demonstrates effective time management and prioritization skills.
Take personal responsibility for delivering high quality work and have a track record of outperformance and delivery
Ability to thrive in a dynamic, team-oriented environment - both work closely with senior members of the team and work independently
Self-starter with outstanding problem solving skills
Operates with a sense of urgency at all times
Excellent verbal and written communication skills.
Be enthusiastic, keen to learn and quick to gain an understanding of complex issues and concepts
Minimum of Bachelor of Science Degree in either of Finance, Mathematics, Accounting or Economics or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$104,700.00 - $141,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$104.7k-141.8k yearly Auto-Apply 7d ago
Sr. Merchant Sales Officer- Global Commercial Banking - Healthcare - Mid Atlantic Region - MD, DC, VA
Bank of America 4.7
Charlotte, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us!
The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs. The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm.
Candidates should possess a deep understanding of the client's commerce ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies.
The Sr MSO will be focused on the healthcare industry in general, but will be specifically working with large hospital, health system, healthcare insurance providers, healthcare technology, insurance payors and pharma/life science clients of the bank, and will need to have a deep understanding of healthcare payments, revenue cycle and the HIS, EMR/EHR and revenue cycle systems that those clients utilize to power their businesses. Regional/LOB aligned associates will need to have a deep and wide understanding of the healthcare industry, payment ecosystem, merchant and transaction processing and how to match our solutions against the needs of our clients.
The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates should be available to meet with clients, prospects, and teams in person to represent the firm.
Required Skills:
Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients
• Experience within the Healthcare industry, either with healthcare services providers, payors, technology providers or pharma/life sciences
• 5+ years of Core Acquiring (Credit/Debit) industry experience, Treasury or Digital Receivables/Payment experience
• 5+ years of direct sales experience
• Expert knowledge of healthcare software system (EHR/EMR, PMS, other payment and revenue cycle application) payment interfaces
* Strong analytical and organizational skills
* Demonstrated experience working with 3rd party VAR's and software platforms
* Understanding of healthcare related payment applications, competition/competitive landscape in the payments industry particularly in healthcare, EHR/EMR practice management systems and revenue cycle solutions), data security (PCI), pay-provider-patient payment workflows and interdependencies, etc. Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury experience
• 3-5 years of sales/portfolio management experience, including C-level sales
• Proven experience in cultivating and strengthening client relationships with senior levels
• Proven ability to coach colleague with less experience and or knowledge
• Demonstrated ability to work independently toward the achievement of personal and team goals
• Demonstrated effective communication skills, including written, oral and presentation skills
• Effective planning, prioritization, and time management skills
• Proven ability to develop and maintain a healthy pipeline
• Ability to quickly learn various sales applications
Desired Skills:
• Bachelors Degree or equivalent preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
$110k-141k yearly est. Auto-Apply 60d+ ago
Global Markets Non-Financial Regulatory Reporting (GM NFRR) Operational Monitoring
Bank of America 4.7
Charlotte, NY job
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 a diverse and 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.
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 overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.
The GM NFRR team is responsible for the consistent application of interpretation of Laws, Rules and Regulations (LRRs) and Enterprise Policies, data sourcing, preparation, governance, and oversight of Global Markets regulatory reports - with the overall goal of centralizing, standardizing and remediating (as necessary) regulatory reporting processes within NTCO NFRR Operations.
We are therefore looking for a highly talented individual to become Operational Monitoring Lead - to lead & design strategy for the real time monitoring of key activities.
This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include to transform an accurate data foundation that captures key metrics for report preparation process into a source of actionable information. Regularly review that information within a structured framework to facilitate decisions and actions that will improve overall report preparations through the globe.
The successful individual will:
• Develop comprehensive monitoring strategy requirements across Global report preparing functions and ensure standardization across regions
• Design a robust and effective activity tracking model, that provides real time updates on reporting obligations managed by GM NFRR team globally across multiple regions - AMRS, EMEA, and APAC.
• Design effective routines to ensure report production responsibilities are understood, tracked and documented, whilst holding key stakeholders accountable
• Roadmap against strategy to ensure processes to acquire information for providing comprehensive and accurate monitoring, are dynamic and flexible to ensure new and changing obligations are captured.
• Design informative MI and key control reporting
• Responsible for executing global periodic (e.g. daily, monthly) reporting routines ensuring the Global team is adherent to multiple Enterprise policies e.g., Regulatory Reporting and Enterprise Data Management Standards
• Effective running of forums with large Global stakeholder groups, for the identification, tracking, and remediation of data issues and control enhancements that impact the respective reports
• Establish credible, collaborative, and influential relationships with key regional stakeholders across Operations, Technology, FLU and Compliance
• Drive execution improvements to ensure consistent operational live monitoring practices are in place and adhered to including high quality deliverables and role clarity with partners.
• Communicate with a broad audience of business partners in a variety of formats and in a way that ensures all audience members understand and can adhere to the strategy.
Responsibilities:
Develops and implements procedures to enhance productivity and efficiency and manage business change
Serves as an escalation point to resolve broad and complex operational issues
Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
Required Skills:
• 10+ years of Banking experience; Professional qualifications preferred.
• Global Markets Operations/Technology Project Management experience preferred.
• Ability to manage multiple stakeholders and prioritization efforts
• Expert ability to provide clear oral and written communication to a variety of business and technical audiences.
• Expert ability to improve the capabilities of production monitoring processes and
corporately through skill development, process enhancement
• Be able to identify changes that have an impact across multiple process and stakeholders
• Identify efficiency gains in regulatory reporting processing
• Hands on approach and process excellence mind set
• Ability to influence and drive progress across key business partners
• Ability to prioritize work and adapt to changing needs in a dynamic work environment
• Self-starter, takes initiative
• Driver of change
Desired Skills:
• Bachelor's degree in related field
• Data Science skills
• SQL, Tableau, Micro Strategy experience will be a plus
• Experience with regulatory programs
• Experience with global stakeholder management
Skills:
Business Operations Management
Drives Engagement
Process Management
Process Performance Measurement
Result Orientation
Customer and Client Focus
Planning
Reporting
Risk Management
Talent Development
Adaptability
Data Management
Fraud Management
Interpret Relevant Laws, Rules, and Regulations
Workforce Analytics
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533) Pay and benefits information Pay range$114,000.00 - $193,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$114k-193.1k yearly Auto-Apply 60d+ ago
Business Control Manager - Global Markets Technology
Bank of America 4.7
Charlotte, NY job
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 leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones.
LOB Specific Summary:
The GMT Business Controls Manager role is responsible for operational oversight and active management of the Global Markets Technology process, risk and control environment - internal and external. This includes closing out and sustaining Payments Governance, launching a proactive program to assess and mitigate policy adherence, including sustainability of closed issues, and ensuring all activities across GMT are mapped in the Single Process Inventory and operating effectively, identifying, measuring, and monitoring appropriate controls to mitigate risks and enhancing and / or incrementing controls for continuous improvement. The role also is responsible for providing guidance, engaging appropriate stakeholders for regulatory related interactions and interactions with Audit, TCOR and GT Risk.
Responsibilities:
Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
Performs monitoring and testing of controls, identifying issues and control improvements for remediation
Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
Manages the performance and productivity of team members that conduct quality inspection reviews
Ensures timely execution of QA activities including control execution, case management, and results reporting
Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting
Engages with stakeholders to identify issues and control improvements for remediation and ensures issue resolution
Effectively assesses risk culture, monitoring and reporting on the Line of Business or Enterprise Control Function's Operational Risk Profile
Coordination of delivery within the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
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.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Required Qualifications:
Experience leading significant project management and process design efforts for a large organization
Commitment to challenging status quo, driving debate and promoting positive, sustainable change
Deep analytical skills to understand intricate performance measures; strong risk mindset
Proven track record of success in driving significant change and transformation initiatives within a large, global firm
Deep understanding of the composition and structure of the BAC franchise and key priorities and able to navigate the organization
5+ years of professional experience in business management, operations or governance
Overall knowledge and understanding of the Enterprise Risk Framework
Leadership Competencies
Executive presence and attention to detail
Excellent communication skills, both written and verbal, in a concise and insightful way to executives at all levels of the organization
Demonstrated strategic thought leadership and intellectual curiosity
Able to constructively navigate and lead through conflict with others
Able to effectively collaborate with others across the organization, build effective relationships to achieve change and implement strategy
Outstanding management skills and consistent record of building, developing and retaining highly talented teams
Desired Qualifications:
Commensurate experience in technology or financial services.
Skills:
Controls Management
Oral Communications
Risk Management
Stakeholder Management
Strategy Planning and Development
Continuous Improvement
Drives Engagement
Influence
Strategic Thinking
Talent Development
Data and Trend Analysis
Decision Making
Monitoring, Surveillance, and Testing
Problem Solving
Quality Assurance
Minimum Education Requirements: Bachelor's degree in Business, Finance or related field or equivalent professional experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$125,000.00 - $178,500.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$125k-178.5k yearly Auto-Apply 60d+ ago
Key Private Bank Associate Relationship Manager
Keybank 4.4
Ashtabula, OH job
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process.
This position covers Ashtabula County, OH and Erie, PA.
Essential Functions
Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions.
Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative on assembled team. If needed, engages the Market Leader or other Relationship Manager based upon complexity of the client relationship.
Develops a comprehensive understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and personal meetings. Captures the client's goals in a financial plan.
Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards.
Employs and maintains a disciplined approach to the client review process using designated tracking tools to document progress on implementation of client strategies.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Prepares and delivers in person client presentations, individually or as part of a team, presenting appropriate financial solutions via consultative review and proactive contact.
Participates in Community organizations and to demonstrate Key's commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree in a business-related field (preferred)
OR equivalent experience (required)
Work Experience
Minimum 3 years of financial services-related experience (required)
Licenses and Certifications
FINRA License S7 (preferred)
FINRA License S66 (preferred) or
FINRA License S63 (preferred) and
FINRA License S65 (preferred)
Skills
Excellent client relationship and superior partnering skills.
Deep knowledge of financial products and banking regulations.
Established excellent written and verbal communication skills.
Experience in working with high-net-worth individuals and their financial issues (preferred).
Experience working in credit teams and a proven understanding of the importance of asset quality and exceptional customer service (preferred).
Sales or customer service experience.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$43k-79k yearly est. Auto-Apply 5d ago
WCF Sales Enablement & Program Management Originator 3
U.S. Bank 4.6
Charlotte, NY job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Sales Enablement and Program Management (SEPM) Originator plays a critical role within Working Capital Finance (WCF), driving execution of strategic sales initiatives and optimizing processes that strengthen client engagement and fuel growth. This role is accountable for identifying expansion pathways across existing trade and working capital programs to deliver measurable revenue and utilization growth. This solutions-oriented, client facing role, requires strong cross-functional coordination and significant internal and external engagement to accelerate existing program expansion and unlock new working capital opportunities.
Essential Functions:
Act as the central coordination lead for execution of traditional trade (e.g. letters of credit, documentary collections) and supply chain finance (e.g. AP/AR purchase, participations) programs, partnering with internal teams to ensure activities from mandate through funding stay on track. Maintain oversight of timelines, deliverables, and issues, proactively communicating updates, delays or risks to clients and key stakeholders.
Drive sales enablement through the design and delivery of educational and sales campaigns across regions and client segments; create client-facing materials and playbooks to accelerate adoption and usage.
Manage asset distribution and participations, run bid processes, negotiate allocations, and execute documentation with bank and non-bank lead arrangers to broaden reach and optimize economics.
Partner cross-functionally with Sales Origination, Portfolio Management, Relationship Management, Credit, Legal, Operations, and Product to ensure governance alignment and policy compliance.
Monitor program health by tracking performance metrics, produce executive-ready insights, and support renewals, amendments, and program upsizes that deepen client engagement and revenue.
Optimize workflows and sales processes by streamlining handoffs, removing friction, and capturing client feedback to inform product enhancements and automation opportunities.
Support end-to-end management of strategic sales programs, including planning, execution, and post-implementation reviews. Originate add-on opportunities within existing programs by identifying expansion paths, new supplier cohorts, and distribution channels.
Uphold risk and control standards by maintaining documentation, reconciliation, and audit readiness, proactively resolving exceptions and ensuring data integrity across core systems.
Serve as a client-facing advisor through direct client and supplier engagement while maintaining relationships with lead arrangers to ensure successful execution and adoption.
Support client and market engagement through firm representation at Trade and Working Capital industry and client conferences.
Act as a liaison between sales, technology, compliance, and operations to ensure alignment and execution of strategic priorities. Facilitate workshops, training sessions, and stakeholder meetings as needed.
Other job duties as needed.
Basic qualifications:
Bachelor's degree
Fundamental understanding of Trade and Working Capital Finance
15 or more years of related experience
Ability to travel up to 25%
Preferred Skills/Experience:
Bachelor's or master's degree in Finance, Business, or related field.
Expert knowledge of Commercial Letters of Credit, Documentary Collections, Standby Letters of Credit, Receivable Purchasing and Supply Chain Finance products including go-to-market strategies, program implementation and management, transaction pricing and sales.
Ability to explore and originate new business opportunities within existing programs to contribute to the growth of the Trade & Working Capital business in terms of assets, market share and revenue.
Proven commercial credit skills and ability to effectively work with Credit and Relationship Managers.
Outstanding attention to detail and ability to manage multiple projects/tasks simultaneously.
Demonstrated business development and negotiation skills including a proactive and persistent sales approach.
Excellent strategic and analytical abilities and strong communication skills.
Understanding of clients' working capital needs and experience partnering with cross-functional sales and enablement teams to deliver holistic client solutions.
Highly proficient in Salesforce, MS Excel, MS PowerPoint and MS Word.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$170.3k-200.3k yearly Auto-Apply 10d ago
GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP
Bank of America 4.7
Charlotte, NY job
Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.
The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients.
Job Overview
The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to:
Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses
Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences
Support process improvement, technology enhancements, and required governance for roll-out and sustainability
Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology
Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business
Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds
Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes
Qualifications
Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking.
An ideal candidate would have 5+ years of financial
Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly.
Bachelor's degree is required and some financial background is helpful.
Intermediate to advanced excel and powerpoint experience is essential in the role.
Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team.
Key characteristics
Attention to detail, ability to grasp concepts quickly,
Ability to multi-task
Experience in managing critical projects and achieving successful results
Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines
Absolute professional integrity and team focus are essential.
The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$100k-175k yearly Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette)
Jpmorganchase 4.8
Erie, PA job
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$58k-116k yearly est. Auto-Apply 60d+ ago
Portfolio Manager - Executive Wealth Services
Bank of America 4.7
Charlotte, NY job
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 working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Required Qualifications:
Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
Knowledge of fiduciary and financial products and services through extensive related work experience
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
Skills and experience in negotiating, delegating, leadership, superior client service and relationship management
Desired Qualifications:
Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
Graduate Degree such as MBA or JD preferred
Holds appropriate credentials such as CPA, CFP and/or CFA designation
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
2+ years of Private Bank Experience
Skills:
Advisory
Client Investments Management
Customer and Client Focus
Investment Management
Presentation Skills
Active Listening
Analytical Thinking
Attention to Detail
Client Experience Branding
Valuation Ethics and Practice Standards
Collaboration
Critical Thinking
Data Quality Management
Trading
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$105k-175k yearly Auto-Apply 5d ago
Regional Banker/Teller
PNC Financial Services Group, Inc. 4.4
PNC Financial Services Group, Inc. job in Erie, PA
At 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 Regional Banker/Teller within PNC's retail organization, you will be based in Erie, PA.
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. 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 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. Ensures teller and branch daily operations and maintenance transactions 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 and other opportunities on our team 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 Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC 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; 9 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 pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$30k-35k yearly est. 4d ago
Relationship Manager I - Business Banking
PNC Financial Services Group, Inc. 4.4
PNC Financial Services Group, Inc. job in Meadville, PA
At 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(n) Relationship Manager within PNC's Business Banking organization, you will be based in Meadville/Pennsylvania.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
* With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
* Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
* Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
* Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Benefits
PNC 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; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-104k yearly est. 60d+ ago
Associate Private Client Advisor
Keybank 4.4
Corry, PA job
The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relation
ships with all partners.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
Essential Functions
Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
Work in a branch environment to provide in-person client services.
Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.
Partner with Private Client Advisor to grow year-over-year revenue.
Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma or equivalent experience (required)
Bachelor's Degree (preferred)
Work Experience
Experience in financial services or related field (preferred)
Licenses and Certifications
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and S65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required)
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met. ()
Skills
Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.
Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/10/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$51k-75k yearly est. Auto-Apply 13d ago
Learn more about The PNC Financial Services Group jobs