Equity Trader
Trader job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
Easy ApplyProprietary Equity Trader Position
Trader job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyQuantitative Systematic Trader | Experienced Hire
Trader job in Philadelphia, PA
Our Quantitative Systematic Traders connect ideas between trading, quantitative research, and technology to improve how trading decisions are made. As a true hybrid of our core disciplines, you will investigate ideas by immersing yourself in market data, leveraging mathematics, statistics, and programming. Through your research, you will discover new patterns that transform into trading signals, back test your results and carefully analyze its performance. As your trading strategy evolves, you will discuss with other quant researchers, strategists, and traders to collect feedback and brainstorm new ideas.
What we're looking for
Advanced Degree in a quantitative field such as Mathematics, Physics, Statistics, Electrical Engineering, Computer Science, Operations Research or related discipline.
Demonstrate excellent analytical problem-solving and logical reasoning skills.
Exceptional communication skills, both in the ability to understand others and to make yourself clearly understood.
Experience writing code to process and analyze large sets of data, especially in Python.
Experience in C++ or other low level programming languages is a plus.
Demonstrated interest in strategic games and/or competitive activities.
Ability to thrive in a fast-paced environment.
Previous finance industry experience is not required, but a passion for financial problem sets with real time impact is crucial.
What you can expect from us:
Real Impact: Solve complex technical challenges, working alongside other quantitative systematic traders, and a highly collaborative and agile environment. Increased competence of technical skills from a blend of research, development, and trading related problems. Directly seeing how your research contributions influence trading decisions making a firm-wide impact that makes us all smarter, faster, and better every day.
Balanced, Collaborative Working Culture: Our non-hierarchical culture allows employees of every level to thrive together regardless of title or tenure at Susquehanna. With industry-leading work/life balance and a casual office environment, we're focused on continuous development of our people in a way that works for them professionally and personally.
About Susquehanna
What we do
We are experts in trading essentially all listed financial products and asset classes, with a focus on derivatives trading. Through market making and market taking, we handle millions of trading transactions around the world every day, providing liquidity and ensuring competitive prices for buyers and sellers. While our presence in the market is broad, our trading desks are highly specialized, allowing for a deep understanding of unique drivers of each asset class.
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-WD1
Auto-ApplyTrader
Trader job in Wayne, PA
LMC is a leading buying group for a network of independent family-owned building material companies across the US. As their buying group, LMC negotiates and facilitates procurement opportunities for the most desired brands in the lumber and building materials industry. We also work to provide operational support with focus on logistics, capital equipment, technology, and marketing. By leveraging the billion dollar buying power of our members, LMC ensures our members have a competitive edge to capture more of their local market share.
The Trader positions the LMC dealers to be the most competitive, service oriented and successful lumber dealer in their market place. This is accomplished through buying for, selling to and servicing the dealers relative to the products for which he/she is responsible. The Trader is assigned with the continual development of market understanding, and relationship building with both member dealers and vendors.
Primary Responsibilities:
Provides current and complete information regarding prevailing market conditions, trends, prices and all other product related information to members.
Provides quotations to member dealers and purchases product at the best available prices in the marketplace, balancing the transactional and delivery timeframes required by the member dealer.
Acts as the main liaison on orders and coordinates all vendor contact, including quotation, purchase, shipment and claim mediation.
Uses judgment to determine when to negotiate a sale, based on market conditions.
Resolves claims handling for orders in which directly responsible, while striving to reach a fair and equitable resolution for all parties involved, keeping Manager and appropriate accounting staff appraised of sensitive problems.
Requests rate quotes and coordinates delivery requirements with LMC Logistics Analysts.
Maintains regular contact with vendors and dealers and occasionally visits their sites.
Participates in the development, execution, and administration of speculative purchases, committed buys, contracts, consignments and other programs.
Prepares market analysis and/or other reports as required.
Maintains complete and accurate documentation for all quotations, orders, claims and any other significant dealer or vendor interaction.
Pursue new product developments and inform member dealers accordingly.
Keeps member dealers informed about current marketing promotions available to the retailer, builder or Stockholder sales personnel.
Provide the member dealer the highest level of support and customer service in a timely manner.
May serve as subject matter experts, in their area of expertise, providing advice to Stockholders.
Performs other duties as required and/or assigned.
Qualifications:
Bachelor's degree or equivalent experience is required.
Previous purchasing or sales experience is preferred.
Ability to build and maintain strong working relationships with internal and external customers.
Good problem solving and analytical skills.
Basic knowledge of MS Office products including Word and Excel.
Quantitative Systematic Trader - PhD: 2026
Trader job in Philadelphia, PA
As a Quantitative Systematic Trader at Susquehanna, you'll combine quantitative research expertise with deep trading intuition to build and refine data-driven, fully automated trading strategies. You'll actively monitor real-time strategy performance and use market behavior and feedback to improve and optimize profitability. Serving as a hybrid between traders and researchers, Quantitative Systematic Traders focus more on alpha monetization, execution efficiency, and live trading performance.
What you can expect
Modelling. Apply probability theory, statistical analysis, and machine learning techniques to analyze and interpret market behavior
Alpha Monetization. Blend quantitative signals with trading intuition and live market insights to optimize existing strategies or build new ones from the ground up
Risk Management. Oversee the deployment and real-time operation of trading strategies, fine-tune parameters, and respond to anomalies as needed
Education. Participate in a comprehensive education program and receive personalized mentorship from senior professionals to accelerate your growth
Collaboration. Work in an open environment that allows you to collaborate with researchers and technologists to build parts of the execution engine
What we're looking for
PhDs graduating by Summer 2026 or postdocs in quantitative fields such as Mathematics, Physics, Statistics, Electrical Engineering, Computer Science, Operations Research, or Economics
Analytical problem-solvers with excellent logical reasoning and a passion for turning data into decisions
Clear communicators in a fast-paced and highly collaborative environment
Programmers comfortable processing and analyzing large data sets in Python; experience with C++ (or another low-level language) is a plus
Strategic thinkers with demonstrated interests in strategic games and/or competitive activities
Self-motivated and quick to learn, thriving in dynamic, fast-moving environment
Strong Trading Interest and drive to develop a deep mental model of microstructure and market intuition
By applying to this role, you will be automatically considered for the Quantitative Research position. There is no need to apply to both positions to be considered for both.
Visa sponsorship is available for this position.
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
If you're a recruiting agency and want to partner with us, please reach out to
******************
. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-Onsite
Auto-ApplyTrader
Trader job in Newtown, PA
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Job Summary:
Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS.
Core Responsibilities:
* Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits.
* Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies.
* Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss.
* Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts.
* Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes.
* Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information.
* Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions.
Required Skills (External)
* BS degree in Finance/Business/Engineering or other related discipline
* 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s)
* Excellent analytical, communication, and interpersonal skills
* Proven negotiation skills
Preferred Skills
* Prior trading experience in financial markets (futures, spreads, options, swaps, etc.)
* Physical clean products trading experience in Chicago, NYH and/or USGC markets
* Understanding of refined products logistics assets in the U.S. (pipelines/terminals)
* Experience using Right Angle
Treasury Management Banker
Trader job in Pennsylvania
Summary of Basic Function: Looking for an experienced Senior Business Banker that in addition to generating Deposit and Loan Relationships with Businesses, will also be responsible for selling the Bank's Treasury Management products and services that meet the needs of our customers. The Treasury Management Banker must understand their client's business needs and serve as a trusted advisor for the relationship. The primary focus of this position is growing relationships with current customers, servicing and retaining current customers and acquire a portfolio of potential customers across many lines of business to drive maximum service and long-term retention. Essential Duties and Responsibilities:
Be the face of Brentwood Bank, providing internal and external customers with consistent and superior customer service, presenting a professional, friendly, and helpful appearance with every interaction.
Evaluate needs of prospective and current clients in an effective manner. Prepares written proposals to include required quotes and assessments of client needs.
Acquire new customers through business development, networking, cold calling, and effective sales techniques.
Follows up customer sales as appropriate - responsible for cross selling all products and services of the bank to develop whole customer banking relationships.
Help customers drive their digital access and knowledge by educating them on web and mobile banking features
Understands and supports sales policies and procedures to provide proper and effective treatment to all customers. Maintain accurate and detailed logs of customer interactions, referral, communications, preferences, complaints, and other information in the COCC CRM.
Maintains familiarity with laws pertaining to the sale of financial institution products and services.
Promote internal communications with all Bank departments to ensure quality and consistency in the Bank service offering.
Represent and promote favorable image and uphold the Bank reputation through involvement in community activities.
Research trends and technical developments through related publications and training sessions to maintain current knowledge and specifically meet customer requests.
Performs other duties as assigned.
Knowledge, Skills, Abilities and Requirements:
Associates degree or equivalent experience required; Bachelor's Degree preferred
Five years of sales experience in a bank or financial institution
Demonstrated superior customer service, sales, and communication skills
Excellent organizational and time management/prioritization skills
Ability to effectively ask questions and identify needs to enhance the customer relationship
Comfortable with using digital technology to support the delivery of business goals
Ability to problem solve and provide solutions to customer issues
Self-motivated, confident and ability to multitask effectively
Physical Demands and Work Environment:
This is a remote flexible role, and it is expected there will be both remote and office work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Work may be performed in an office environment with normal noise levels.
Involves prolonged sitting and computer usage.
The position is headquartered in Pittsburgh, Pennsylvania, and incumbent will need to live within a commutable distance.
Benefits At Brentwood Bank, we know that great people make a great organization. We value our people and offer our employees a broad range of benefits to support wellness for individuals and families. Our People and Culture Brentwood Bank is committed to a diverse, equitable, and inclusive culture that empowers our people contribute their unique ideas and perspectives to make a difference. Brentwood Bank creates a strong relationship within the communities we serve and will continue to contribute our time, talent, and financial support to improve the areas where we live and work. Here, you will work alongside company leaders and industry pioneers who have proven experience and are committed to continuous innovation. Employees feel valued in all aspects of their lives, including both their professional and personal aspirations. We are looking to hire the best and brightest to help use continue to evolve and drive superior services. Professional Development From entry-level employees to senior leaders, we believe there is always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and grow connect through mentorship. From on-the-job training to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Brentwood Bank is an EEO/Disability/Vet friendly employer
Private Client Banker - Northeast PA Market Hire
Trader job in Warminster, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyWealth Banker - PNC Investments
Trader job in Pittsburgh, PA
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based in the Greater Pittsburgh Area.Job Description
Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients, with focus typically on a more complex, sophisticated client base. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
Develops and maintains internal and external partnerships to drive new revenue, acquisition and growth. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience from acquisition through onboarding and servicing. Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Generates quality referrals for ecosystem partners. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs.
Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Own the client relationship and holds team accountable for deliverables. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced conversation skills. Has in depth knowledge of business segment capabilities and offerings.
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.
CompetenciesBanking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s) LicensesFINRA Series 7 and 66 (or 63,65) required. Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Life & Health Insurance licenses required.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
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.
Auto-ApplyStudent Financial Services Representative
Trader job in Pennsylvania
Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship. The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication. Essential Duties and Responsibilities Customer Service & Communication
Serve as a primary point of contact for students and families via phone, email, and in-person interactions.
Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances.
Contribute to the execution of the Student Financial Services communication plan across all mediums.
Present financial information at campus events and orientations as needed.
Financial Aid Administration
Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager.
Process federal, state, and institutional financial aid, including packaging, verification, and corrections.
Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status.
Coordinate with the Business Services office on disbursement of aid and loan funds.
Support awarding and tracking of institutional scholarships and state grants.
Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment.
Student Accounts Administration
Maintain accurate student accounts receivable records and post transactions.
Advise students on billing procedures, payment plans, and financial policies.
Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity.
Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar.
Collaborate with collection agencies and assist with past-due accounts as needed.
Administrative & Cross-Functional Duties
Participate in departmental planning meetings and training for new or updated procedures.
Contribute to the development and maintenance of financial services policies and documentation.
Provide support for internal reporting and regulatory compliance.
Assist with process improvement initiatives and student service enhancements.
Serve in a front desk rotation to receive walk-in guests and payments.
Skills and Abilities
Strong interpersonal and communication skills (verbal and written).
Commitment to excellent customer service and student care.
Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred).
Ability to manage multiple priorities and work collaboratively across functions.
Analytical and problem-solving abilities.
Comfort with public speaking and presenting to groups.
Required Education and Experience
Bachelor's degree or equivalent combination of education and experience
One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions.
Hours of Work Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule. Serving at Cairn University Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling. Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process. To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application. Ineligible for sponsorship of H1B visa. Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability or other protected characteristics, in administration of its educational, employment and admissions policies.
Part-Time Community Banker
Trader job in Emmaus, PA
Part-time Description
Promote a positive image of the bank with outstanding customer service; by developing a relationship with business and personal customers, while completing a verity of transactions efficiently and effectively. Responsible for serving bank customers at the Community Banking line, within the guidelines of bank policy and procedures. Often, being the first point of contact for customer questions and inquiries. Through relationship building, promote and refer appropriate bank product and services.
Requirements
1. Performs a variety of duties efficiently and accurately as followed, but not limited to:
a. Process deposits and withdrawals of various account types.
b. Cashes checks within approved authority and operating policy.
c. Prepare and process wire transaction request(s).
d. Sells Cashiers Checks, Money Orders, Certified Checks, etc.
e. Accepts loan payments, safe deposit box rent, and other related payments.
f. Processes night drop and mail deposits.
g. Provide outstanding customer service while always remaining professional.
h. Build and maintain a relationship and awareness of new opportunities with customers; appropriately promote bank product and services; refers customers to appropriate team members.
i. Maintain an organized workstation to keep an accurate and timely cashbox balancing and end of day routine, while maintaining within bank policy limits and procedures.
j. Prepares and scans in daily work
k. Process general ledger accounts related to the paying and receiving function, e.g., coin, inter-bank accounts, etc.
l. Collect all required customer information for BSA reporting purposes CTR's etc.
m. Process coin counting service for customers.
n. Cross-sells deposit, loan, and internet banking, merchant services and other products to customers when appropriate.
o. Settle and process ATM transactions daily.
p. Community Bankers should be vigilant of the following:
• Red flags for customer fraud and scams
• Review out of ordinary transactions and report it to supervisor/management immediately
• The ability to teach the customer of popular scams and how to avoid being a victim
• Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.)
2. Coordinates specific work tasks with other personnel within the unit or department as well as with other units and departments to ensure the smooth and efficient flow of information and customer experience.
3. Must be able to perform Community Banker duties at any branch location.
4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace.
5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank's CIP program, Equal Credit Opportunity Act, etc.
6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
7. Responds to inquiries or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
8. Maintain compliance with all regulations and bank policies and procedures, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
9. Regular and predictable attendance is expected and is an essential function of the job.
Ancillary Duties
1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
2. All other duties as assigned
Associate, Financial Reporting Valuation
Trader job in Morrisville, PA
Job Description
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position in our financial reporting practice works on a variety of projects to assist more senior personnel with valuation assignments, which include business valuations, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A).
What you will do:
Conduct research on clients, competitors, industry and capital markets including market multiples, financial ratios, and discount rates
Build, modify and utilize financial models for business enterprise (DCF, market multiples, etc.) and intangible asset valuation (excess earnings method, relief-from-royalty, etc.)
Synthesize company background materials, industry dynamics, capital markets data, and valuation analysis into client-ready deliverables
Participate in peer reviews of work product
Begin to build relationships with clients as part of an ongoing project
What you will need:
2 to 4 years' work experience at a valuation firm or public accounting firm
Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus
Progress towards ASA, CFA, or ABV designations is a plus
Extensive knowledge of Excel
Effective communication skills, strong attention to detail, and analytical capabilities are essential
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Strong work ethic and ability to work flexible hours around critical due dates
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************
Small Business Banker II
Trader job in Williamsport, PA
The Small Business Banker II services a wide variety of business loans including commercial and industrial loans, SBA, and commercial real estate while working as part of a team with branches, credit, and product partners. This position develops meaningful relationships and engages in cross- selling credit and noncredit products as appropriate.
Essential Functions:
Develop new and expanding existing small business relationships
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with Branch Managers, Treasury Management Advisors, Merchant Services and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Engages in joint-calling activity with branch partners at a regular frequency
Works to promote cross-sell behaviors personally and within assigned branch territory
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
25% of calls prospecting new clients and relationships
Achieve and exceed budget goals as assigned by Region
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis
Ensure noncredit clients have appropriate treasury management, merchant services and other related commercial services
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training
Complete all required Compliance training in a timely basis
Ensure compliance with all Regulatory requirements
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Qualifications:
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing preferred
5 - 6 years Business Banking/Branch Management experience with intensive Business Focus required
Knowledge of all cash management services
Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products
Knowledge of merchant services
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyMain Banker I - Greensburg
Trader job in Greensburg, PA
Function (Scope and Main Purpose of Job) The Main Banker I is responsible for delivering exceptional guest service while preforming all casino cage transactions. Cash control and disbursement for the cage/bank/vault. Assisting in the daily shift functions of the cage to ensure that guests have an enjoyable gaming experience.
Responsibilities
Core Service Standards
CLEAN: Must make the property shine and look impeccable while maintaining a neat CLEAN and crisp personal appearance.
SAFE: Must make guests feel SAFE and comfortable through creating a worry free, carefree experience.
FAST: Provide FAST and efficient service with accuracy. Meet service time requirements and anticipate guest needs.
FRIENDLY: Greet each guest with FRIENDLY welcomes, making eye contact and smiling. Use H.E.A.R.T. steps to ease guest concerns. Say thank you to departing guests.
FUN: Work passionately as a team to create a FUN experience both for everyone who works and plays here.
Specific Responsibilities and Duties
* Responsible for servicing all cashiers and team member exchanges throughout the shift.
* Keeping cash drawer balanced and impressed.
* Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs.
* Accurate record keeping in all aspects of duties and responsibilities.
* Responsible for answering customer questions in a courteous and professional manner.
* Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions.
* Making exchanges with Main bank, Marker bank, and Chip bank.
* Responsible for cashing out customers, giving correct change.
* Become familiar with the casino credit application process.
* Cleaning/washing of chips.
* Other duties as assigned.
Qualifications
Job Requirements (skills, knowledge, and abilities)
* Ability to read, speak clearly, and listen.
* Ability to read, write and understand basic instructions.
* Ability to complete forms.
* Complete, perform and understand basic mathematical functions.
* Must be able to distinguish between colors
* Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls.
* Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. Good communication skills.
* Ability to perform assigned job duties under frequent time pressures in an interruptive environment.
Educational Requirements
* A high school diploma or GED equivalent.
* One (1) year cashier or banking experience preferred.
* Must be able to comply with all state gaming regulations, which may include obtaining a license.
Physical Requirements
* Must be able to work various hours, as needed, including weekends, nights, overnights, and holidays.
* Must be able to work at a fast pace in stressful situations.
* Must be able to stand for entire shift.
* Must be able to lift, push, or pull up to 50lbs.
* Must be able to stoop, bend, and squat.
* Must be able to understand and speak English.
* Must be able to work in a location with loud noise and visual distractions.
Working Conditions
* 24/7 high energy casino with over 100,000 sq. ft of gaming and entertainment space and approximately 500 employees
* Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises.
* You will work in an environment where smoking is allowed.
Auto-ApplyPrivate Client Banker - Langhorne, PA (New Build)
Trader job in Langhorne, PA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRelationship Banker, Conshohocken, Fayette Street, PA
Trader job in Conshohocken, PA
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
* Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
* Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
* Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
* Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
* Foster customer loyalty by addressing concerns and providing timely resolutions.
* Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
* Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
* Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
* Collaborate with team members and partners to achieve branch goals and drive overall performance.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
* Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
* 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
* 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
* 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
* 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
* Established relationship-building skills with a focus on customer experience and loyalty.
* Excellent customer service skills and a passion for helping others.
* Proven track record in sales and cross-selling products and services.
* Ability to work collaboratively in a team-oriented environment.
* Excellent communication, consultative and influence skills both verbal and written.
* Ability to display a credible, trustworthy, and professional image at all times.
* Proficient in using digital tools and technology to enhance customer engagement.
* Ability to follow directions, policies, and procedures.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to work in a fast-paced environment and manage multiple priorities.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$59,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyBusiness Banker 3 - Lancaster, PA
Trader job in Lancaster, PA
Primary Office Location:1650 Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.Join our team. Make a difference - for us and for your future.
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Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyPT Community Banker - Cleona
Trader job in Cleona, PA
Perform client service requests while exemplifying JBT's SMILE Standards and Non-Negotiables. Know and comply with laws, regulations, and bank policies and procedures. This position serves as the primary “touch point” between JBT and our clients. The Community Bankers are back up to the Branch Experience Managers and may be called on to perform Community Associate work as needed.
DUTIES AND RESPONSIBILITIES
Lead by example in the delivery of the SMILE Standards and Non-Negotiables.
Consistently deliver high quality JBT service in person, over the telephone, via video conference/chat and during community events.
Have expert level product knowledge related to all branch accounts and services and use this knowledge to broaden and deepen relationships though proactive conversations. Be able to refer clients for non-branch related services (Other Line of Business Referrals).
Proactively contact clients with new rates, specials, etc. and to cross sell other products and services.
Proactively contact prospective clients with information on new products and services.
Ability to answer high level questions about JBT's digital banking services. Ability to troubleshoot client issues with JBT's digital banking services.
Handle disputes, stop payments, account holds, indemnity bonds, etc.
Open and service all types of accounts that the Bank offers. Consistently use the HPG process.
Have a high-level knowledge of business account types, needed documentation per the Bank's CIP Policy, and business account documentation including Resolutions.
Assist in the training of other branch personnel on products, services and account opening procedures.
Accept/complete consumer loan applications.
Complete all work, including but not limited to new account documentation, maintenance and loan applications, accurately. Correct any errors in a timely manner.
Maintain proper follow-up with clients.
Keep a clean, organized work area and a professional appearance as outlined in the Bank's Dress Code Policy.
Complete BAI courses as assigned.
Respect the confidentiality of information obtained through or as a consequence of employment.
Actively utilize CRM System to enhance client experience.
Routinely incorporate compliance (knowledge of laws/regulations) in day-to-day tasks.
Operate and answer the telephone in a professional manner.
Perform related duties including, but not limited to, client access to SDB area, balancing the ATM, Vault, TCR, and Cash totals.
Ensure punctual and regular attendance.
Assist BEM to complete weekly CTR reports, scheduling, coaching, provide over-rides.
Handle Fed ordering and shipping.
Order supplies, daily branch balancing, monthly security audit functions and other operational functions as assigned.
Knowledge of branch emergency procedures.
Promote and preserve JBT's values and culture.
Follow Bank policy and procedure to prevent fraud and financial crimes.
Other duties as assigned.
Requirements
SKILLS REQUIRED
Ability to operate Bank's systems.
Excellent communication and interpersonal skills.
Strong PC and digital banking knowledge and problem solving
Proficient mathematics skills.
Ability to operate the following office equipment: computer, adding machine, typewriter, telephone, copy machine, fax machine, scanner, TCR.
Ability to lift approximately 50 pounds.
Part-Time Financial Partner/Universal Associate - Matamoras Branch
Trader job in Matamoras, PA
Part-time Description Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
Salary Description $20-$23 per hour (depending on experience)
Financial Services Representative - State Farm Agent Team Member
Trader job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financial services, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.