WSFS Bank jobs - 471 jobs

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Manager Research Analyst reports to the Director of Alternative Investments and Manager Research and may functionally report to Director of Advisory Services. The Analyst will be responsible for conducting comprehensive portfolio due diligence, evaluating investment opportunities, and monitoring market trends. This role requires attention to details and analytical independent judgement and decision. The incumbent will have communication with senior investment personnel internally and third-party investment managers. In addition, the incumbent will work with the Director of Alternative Investment and Manager Research and Senior Research Analyst. Job Responsibilities: Portfolio due diligence, reviewing offering documents, due diligence calls, and interfacing with internal and external investment personnel. Meet with prospective fund managers of strategies not currently employed. Conduct reviews of investment opportunities and market trends. Perform portfolio reviews with currently hired managers. Assigned additional duties as deemed necessary by the Director of Manager Research or Senior Research Analyst. Reporting and analysis of current portfolio, including preparation and compiling ad-hoc reports. Support the Investment Committee and Working Groups with documentation, reporting, and recordkeeping. Partner with Client Service and Operations teams to ensure that key subscription and suitability documents and funding commitments are managed efficiently and in a timely manner. Independently analyze investment data from managers to determine compliance with system policies, CFA Institute standards, state and federal laws, and manager investment guidelines. Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards. Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. 1-3 years of experience in the investment industry. Interest in investments and capital markets. Must have an advanced level in Microsoft Office suite, including analyzing data and using formulas in Excel, drafting documents in Word, and creating PowerPoint presentations. Progress towards CFA designation is preferred. Familiarity with Bloomberg, Morningstar and FactSet is a plus. Ability to manage competing priorities in a dynamic, fast-paced environment. High attention to detail and commitment to accuracy, integrity, and process excellence. Must be collaborative and solutions-driven with the ability to work effectively across functions. Must have excellent verbal and written communication and interpersonal skills, with the presence to engage with senior leadership and external partners. Must have a high level of initiative, adaptable and proactive in a dynamic, fast-paced environment. Salary Range: $62,918.00 - $103,365.50 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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

A great experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management Specialist in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Cash Management Specialist is responsible for performing a variety of duties to support the cash management function, including project work, proposals, account analysis, and customer implementations. This individual will help to coordinate work within the department as well as with other departments. The Cash Management Specialist will respond to inquiries or requests for information from internal and external customers and report pertinent information to department management. Essential Duties and Responsibilities Performs account analysis of products and customer relationships, including profit/loss modules and risk assessments. Assists with developing cash management business proposals. Manages operations for the CDARS and ICS programs; acts as the contact person for the programs; obtains rates; performs account opening, closing, and maintenance; mails monthly statements; communicates with customers on renewals. Reviews cash management refund requests; makes recommendations to Cash Management Officer and processes refunds as appropriate. Maintains an awareness of trends and new developments in the field of cash management services. Assists in promoting cash management services. Completes a variety of projects to support the cash management function. Processes remote deposit audit requests. Manages monthly cash management reviews and corrects invalid email addresses. Monitors CIP and Missing Documents Log; works with Cash Management Officer to clear items. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the work place. 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 company's compliance with all regulatory requirements. Manages risk by completing all mandatory compliance and regulatory training assigned by the stated due date. Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. Education & Qualifications A high school diploma or equivalent with an emphasis in a business curriculum. Some college or degree preferred. A minimum of three (3) years' experience in related positions normally required. Skill(s) Proficient reading, writing, grammar, mathematics, and analytical skills; proficient interpersonal relations and communicative skills; proficient PC skills including word processing, data entry, and spreadsheets; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

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: Global Credit Operations: This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities. Responsibilities: Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations Minimum Qualifications: 2 or more years' experience with change management 2 or more years' experience with Agile methodology Proficiency in MS Office Products, Jira Proven track record of leading change initiatives in medium to large organizations Desired Skills: Bachelor's degree in business administration, Organizational Development, or related field. Master's degree or MBA. International experience, but not required Preferred Certifications (1 or more): Certified Change Management Professional (CCMP) PMP (Project Management Professional) Skills: Process Design Program Management Project Management Reporting Strategy Planning and Development Issue Management Oral Communications Presentation Skills Prioritization Problem Solving Performance Management Process Performance Management Process Simplification Risk Management Workforce Planning Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 37.5

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

Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is " business lending done right ", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is immediately seeking an experienced Recovery & Litigation Paralegal with strong skills in, but not limited to, commercial litigation preparation, written and oral communication, the ability to identify issues and provide solutions, attentiveness, and time management. The successful candidate will also possess an energetic, courteous, and professional demeanor. This position will be reporting to the Director of Recovery of NewLane Finance. Our Values: Integrity Passion Teamwork Commitment to Excellence Essential Functions: Manage applicable recovery queues and data input to CRM system(s). Preparation of civil litigation cases within the Commonwealth of Pennsylvania, Philadelphia County, Court of Common Pleas, and Municipal Court. Preparation of Proofs of Claim within the Bankruptcy Court. Review bankruptcy plans for the treatment of claims. Preparation of Claims within Probate matters. Manage third parties with respect to the recovery and sale of equipment that is surrendered or repossessed to optimize the recovery amount. Assess and resolve post-charge-off accounts for possible settlement within a bankruptcy, litigation, and/or defense matter. Exercise discretion and independent judgment with respect to settlement rates to net losses in compliance with company policy. Engage in outbound\inbound recovery calls to identify issues and provide solutions. Effectively communicate with (and manage) outside counsel with respect to the domestication of judgments and/or the initiation of new civil matters. Resolve delinquencies with accuracy, professionalism, and compliance with the Fair Debt Collection Practices Act. Analyze corporate and/or personal financial data to assess the appropriate course of action. Initiate research and skip-tracing efforts to proffer legal/recovery action when applicable. Monitor assigned accounts and applicable inventory to identify recovery opportunities and portfolio trends and provide regular collection/recovery forecasts to senior management. Broad understanding of accounts receivable, payment application and account reconciliation. Assist and complete additional tasks/duties deemed needed by management. Identify inefficiencies within the current workflows and assist in making improvements. Assist management with the drafting and implementation of departmental policies and procedures manual. Attain recovery individual and team goals set by management. Achieve monthly/quarterly/yearly targets and Key Performance Indicators. Willingness to learn new technology, processes, and procedures. Requirements: Five plus years of relevant paralegal/commercial litigation experience. Leasing/financial industry/banking sector is preferred but not required. General knowledge of commercial equipment financing and the products thereof. Possess a positive and “customer-centric” attitude, adhering to the core values of NewLane. Must have a “business” mindset, with an understanding of the financial services industry - including an ability and desire to learn all facets of financial services, such as leasing, secured lending, and asset management. Exceptional organizational skills. Ability to work autonomously while displaying excellent written and verbal communication skills. Ability to effectively negotiate settlements with respect to post-charge-off accounts. Detail-oriented and able to remain patient and professional when interacting with customers. Ability to work quickly and efficiently without sacrificing quality. Proficient computer skills, including MS Office Suite, and the ability to learn various proprietary software programs. Must have legal right to work in the U.S. NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information. #LI-Hybrid

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Mortgage Processing Administrator will be responsible for the oversight of an assigned pipeline. This includes, but is not limited to, overseeing the flow of loans into and out of the Processing Administrator's pipelines ensuring that all key milestones are being met, ensure the appropriate communication is being provided to internal and external business partners and managing to “turntimes” to an acceptable level as determined by WSFS Mortgage Management and its regulators. Additionally, the Loan Processing Administrator will be accountable for meeting the goals set forth by WSFS Mortgage Management. Job Responsibilities: Work in collaboration with the Processing Team Manager. Responsible for identifying potential areas for process/procedural improvements and make recommendations. Responsible for collaborating with the appropriate WSFS Mortgage Management to assist in maintaining the department procedure manuals. Perform regular processing pipeline reviews for the processing team. Responsible for ordering third party verifications. Responsible for reviewing loan files to ensure proper documentation is in the file and organized for underwriting. Responsible for tracking KPIs and other critical department metrics are met. Minimum Qualifications: High School Diploma or equivalent required. Bachelor's degree preferred. Bilingual in Spanish is strongly preferred. Experience in fast paced detail-oriented office environment Must have excellent oral and written communications skills, as well as excellent customer service skills. Must have the ability to resolve problems quickly. Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority. An understanding of residential mortgages is a plus. Salary Range: $37,170.00 - $61,065.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Duties: Helps to safeguard bank assets and ensure compliance with related laws and regulations. Develops an understanding of bank laws and regulations, Sarbanes-Oxley requirements, accounting principles and auditing standards. Abides by all Bank policies and procedures. Performs work efficiently, effectively, and independently with limited supervision. Ensures completion of audits and tasks within allotted timeframes. Reviews various items to ensure proper bank procedures are followed. Identifies efficiencies and risks within the organization. Documents all necessary information for the audit file. Analyzes audit results, assists with preparing a report of the scope and findings of the audit, and communicates results to management. Communicates effectively with all areas and levels within the company. Assists with administrative tasks, special projects and Audit Committee meetings as directed. Keeps projects and assignments flowing to meet deadlines. Attends training opportunities as assigned. Attainment of professional certifications is encouraged and supported by the Bank (CPA, CIA, CFSA, CRMA, etc.). Works occasional overtime as directed. Skills: Strong attention to detail, organization skills, and analytical skills. Strong interpersonal, verbal, and written communications. Should have a working knowledge of Windows and Microsoft Office, including proficiencies in Microsoft Excel and Word. Need ability to learn new systems and software. Experience: 5+ years of related audit experience preferred. Education / Training: Bachelor's degree, preferably in accounting, finance, business or a related field, is required, but will consider candidates nearing completion of their degree. In lieu of a degree, candidates having relevant bank or audit experience of 4 years or more will also be considered. Travel: Some travel to the Bank's branch locations, other locations within the Bank's footprint and / or training opportunities is expected. Occasional overnight travel may be necessary (~less than 5 days / year).

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Mortgage Loans Processor is accountable for a pipeline of residential mortgage loan applications from the time that the application has been completed to closing. The Processor will collect information needed for the Underwriter to render a credit decision. The processor will also collect and review “stipulations” for accuracy (i.e. income, assets, insurance, etc.) as well as order 3rd party services such as title insurance, appraisals, verification of employment. Additionally, the processor will be responsible for understanding regulatory disclosure timelines and division underwriting guidelines and required documentation. Job Responsibilities: Manage a pipeline of various numbers of loans efficiently and deliver an excellent customer experience. Proactively gather and review of underwriting documentation from the applicant and any applicable third parties. Responsible for timely submission of underwriting conditions to the Underwriter. Review underwriting conditions received from the customer of third parties to ensure that the underwriting conditions are properly addresses. Review file documentation for missing or erroneous information. Maintain all required documentation pertaining to assigned loans within the loan origination system. Regularly communicate mortgage loan statuses with the Mortgage Loan Originators and the applicant. Regular pipeline follow-up within the company standards. Ensure that the appropriate levels of mortgage insurance is obtained where applicable. Review loan documentation to ensure that it meets the conditions set forth by Underwriting. Process and close, at minimum the expected number of loans each month. Communicate in writing and verbally with internal business partners, third parties, and to the applicant. Ensure that all loans are cleared to close by the underwriter within the division SLAs and customer expectations. Ensure that loans requiring escalation are brought to management's attention. Minimum Qualifications: A bachelor's degree (preferred) or equivalent relevant job experience. A minimum of 2 years mortgage processing experience. Must have strong understanding of the mortgage process flow. Must have strong organizational skills. Must have a proven track record of pro-active problem solving. Must have the ability to multi-task in a high volume and high paced environment. Must be customer focused and dedicated to delivering a “stellar” customer experience. Must have an understanding of residential mortgage products. Must have a general understanding of underwriting guidelines for product suite offerings. Must be able to perform at a high level with minimal supervision. Must have excellent written and oral communication skills. Must have a track record of building strong internal and external partnerships. Must have proactive problem solving skills. Salary Range: $41,258.00 - $67,780.25 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Cash Management/Treasury Officer to join our team in Malvern, PA. This individual would support cash management sales in Chester, Delaware, Montgomery, & Bucks Counties. We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Cash Management/Treasury Officer is responsible for contributing to the company's deposit growth through active participation in business development activities and generation of fee income through analysis and negotiation of terms and conditions of cash management products and services. This individual will acquire, expand, and retain customer relationships and is expected to provide a superior level of customer service. Essential Duties and Responsibilities Actively seeks to market and sell cash management products and services to corporate clients and prospects; performs analysis and prepares proposals for cash management services to existing and prospective customers. Achieves fee income targets and deposit dollar targets in accordance with established goals. Participates in community and networking events. Supports the business development efforts of Financial Center Managers and Commercial Loan Officers. Assists in Implementation of strategies to achieve goals assigned to the department. Reviews current products for future adjustments, improvements, expansions, or elimination, depending on market strengths and weaknesses. Assists in cash management product installation, implementation, and maintenance within the company and its branches; Assists in product training for employees. Maintains an awareness of trends and new developments in the field of cash management services; assists in ensuring that other company personnel are aware of cash management activities and products; assists them with unusually complex services and in promoting cash management services. Researches and reports on competitors' products, pricing, and marketing and recommends strategies to gain market share; assists in coordination of pricing of products to ensure profitability and competitiveness; interfaces with Pricing Committee on product pricing to include interest rates and fees. Assists in developing marketing strategies for company products, as well as product marketing plans. Education & Qualifications A B.S. or B.A. degree in Business Administration or related field normally required. A minimum of two (2) to four (4) years' related experience normally required. Regular and predictable attendance is required. Pay Transparency We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Position type: Full-time Schedule: Monday - Friday Hybrid/Onsite NewLane Finance is a seeking a Sales Support Specialist to support NewLane's Sales & Credit Teams. This position will be responsible for new application submissions, documentation creation and processing using comprehensive knowledge of industry policies and procedures. In addition, they will be assisting the Sales Team with following up with customers, particularly in obtaining all necessary documentation to fund the equipment. Our Values: Integrity Passion Teamwork Commitment to Excellence Essential functions: Work collaboratively with Business Development Representatives to help close equipment finance transactions efficiently and in a timely manner Responsible for developing and maintaining critical relationships with sales, credit, account payable and end users as well as broker, dealers and vendors. Provide transaction status updates to internal Business Development employees, Third party equipment dealers/vendors and brokers Manages an assigned pipeline from application through funding Using Salesforce, assist the Business Development Representatives with management of their approved backlog in an effort to close transactions timely Assist customers and dealers with closing process requirements, such as, but not limited to, documentation stipulations, pricing, agreement terms and conditions Responsible for new application submissions, documentation creation and processing using comprehensive knowledge of policies and procedures. Using DocuSign, organize, prepare, and send finance agreements and related documents for approved transactions Ensure all agreements and related documents are accurate and complete according to policy and procedure guidelines Complete welcome call with new customers to ensure all documentation terms and agreements are accurate Communicates suspected fraud and or discrepancies to Management. Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities Ensure all related documentation and funding requirements for each transaction meet company's guidelines General: Ability to work independently as well as collaboratively within a cross functional team. Proven ability to perform in a dynamic, high volume, transaction processing environment. Strong organizational skills and attention to detail. Excellent verbal and written communication skills. Provide exceptional customer service. Candidate should be self-motivated and possess a desire to learn. Assist Management with ad-hoc projects. Comply with audit and documentation policy and procedure requirements. Must understand, abide, and uphold audit procedures and internal controls related to essential duties and responsibilities. Qualifications: High School diploma required, Bachelor's Degree a plus Finance Agreement/Loan Processing/Documentation review experience required Strong interpersonal skills and ability to leverage relationship building skills Excellent computer skills to include: MS Office, Word, Excel, PowerPoint Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment Ability to work independently with minimal supervision The successful candidate will receive competitive compensation, excellent benefits including Health, Dental, Vision, 401k) with match, flexible spending, Life Insurance, Short Term and Long-Term Disability Insurance, generous PTO, and much more… NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information. NewLane Finance will not be able to provide Relocation or Sponsorship

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. As a Production Support Analyst II / Engineer, you'll play a key role as a Tier-3 application support resource within a collaborative, matrixed team. You'll help maintain and enhance a dynamic IT environment that includes both Cloud and on-premises solutions supporting the financial and banking sector. This role offers the option to be based at either our Market Street office in Philadelphia, PA, or our North Wilmington, DE office-whichever works best for you. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Job Responsibilities: * Perform troubleshooting and incident response within the IT production environment to ensure system stability and performance. * Work on ticketing queues and resolve incidents, issues, and problems as they are logged with technical expertise and by referring to Playbooks and runbooks. * Operate within ITIL frameworks, demonstrating sound judgment in assessing impacts, coordinating responses, and documenting event timelines for post-mortem and root cause analysis (RCA) reports. * Perform infrastructure/application monitoring and health checks to minimize service disruptions and impact on end users. * Investigate, communicate, and resolve moderate to complex technical issues related to application deployment, break-fix, and performance infrastructure dependencies * Facilitate and manage major incident calls, bringing together internal teams and external vendors to ensure timely resolution. * Create and maintain comprehensive documentation including templates, playbooks, runbooks and troubleshooting procedures. * Build reports from CMDB data on Excel or Power BI * Write small batch scripts to automate log collection and support daily operational tasks. Minimum Qualifications: * Bachelor's degree in technology discipline is preferred. * Minimum of 4 years of hands-on second-to-third-level application support or production support experience in a high-volume transaction processing environment. Banking or Financial Services industry experience is highly preferred. * Demonstrated understanding of ITIL processes. ITIL Foundation certification is highly preferred. * CompTIA Network+, Server+, or Security+, Windows Server / Active Directory, Azure or AWS Associate level certifications are a plus * Experience working with tools like Ivanti, ServiceNow, Maximo, etc., for incident, change, and problem management is preferred. * Demonstrated experience using a ticketing system * Knowledge and experience for implementing changes onto Windows servers * Familiarity with Windows system commands and log collection tools. * Working knowledge of basic networking concepts, including SFTP, RDP, VLANs, SaaS, and on-premises data networks. * Demonstrated experience leveraging Microsoft Office 365 * Demonstrated experience creating and maintaining documentation. * Excellent analytical, problem-solving, prioritization, and decision-making skills. * Exceptional communication and interpersonal skills * Ability to interact with associates at all levels, adapting style as needed for technical or non-technical audiences, to communicate complex policies, procedures, issue status and updates to stakeholders is a must. * Detail oriented with a high sense of urgency, and ability to manage multiple issues through resolution is a must. * Willing to work a flexible schedule including nights and weekends based on planned deployments, releases, or upgrades. Salary Range: $75,502.00 - $124,039.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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 Great opportunity to join our Global Commercial Banking Team! The Bank of America Middle Market segment is seeking a Commercial Associate to join our Pittsburgh Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion, primarily in the U.S. and Canada, as well as their international subsidiaries. Our client relationship teammates, located in the U.S. and around the globe, partner across our company to provide a wide range of financial services, integrated working capital management and treasury solutions, and underwriting and advisory services. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training preferred but not required Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Shift: 1st shift (United States of America) Hours Per Week: 40

Salary Grade: Associate - Manager II Duties: Provides all pertinent lending decision making information as required within the commercial credit underwriting process. Provides important information which will be used to determine the credit worthiness of an applicant. Analyzes a combination of financial statements, tax returns, credit reports, collateral valuations, ratio & industry/market trend, and other such information deemed appropriate. Completes spreads of financial statements through the use of the banks Commercial Credit Management software. Prepares loan presentations for Loan Committee approval for new applications, renewals, loan review and modification requests. Uses banks credit management software to maintain accurate loan information for reporting purposes and for financial tracking. Skills: Excellent communication (written and verbal), organizational, analytical, and interpersonal skills. A thorough knowledge of bank lending principles, policies and practices including knowledge of current lending and banking laws. Moderate to advanced computer skills and proficient financial statement analysis skills. Ability to work in a fast-paced environment and meet deadlines. Experience: A minimum of 3 years experience in banking and financial analysis. Education: 4-year degree in Accounting or Finance preferred.

Salary Grade: Manager IV Duties: Is responsible for developing, implementing, and maintaining the Bank's compliance management program to ensure adherence with all applicable federal and state banking laws, regulations, and internal policies. This individual will serve as a subject matter expert on regulatory compliance, monitor ongoing activities, conduct risk assessments, and provide guidance to management and staff to promote a strong culture of compliance across the organization. Skills: Strong knowledge of federal and state banking laws and regulations, including but not limited to: CRA, Fair Lending, Reg Z (TILA), Reg E (EFTA), TISA, RESPA, HMDA, UDAAP, FDPA, and Privacy regulations. Experience interacting with regulatory agencies and responding to exams. Excellent analytical, problem-solving, and critical-thinking skills. Strong written and verbal communication skills with the ability to present complex issues clearly. High ethical standards and integrity; ability to exercise sound judgment. Proven ability to build collaborative relationships across business lines. Detail-oriented with strong organizational skills. Experience: 5-7+ years of experience in banking compliance, internal audit, or risk management. Education: 4-year degree in Business, Finance, Accounting, or related field (advanced degree or JD preferred) or 10 years compliance management experience.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Professional Development Associate to join our Cash Management Team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Professional Development Associate will be responsible for performing a variety of duties throughout the Cash Management Department within the framework of a formalized Professional Development Program. This individual will gain hands on experience in several departments and positions. The Professional Development Associate will have opportunities to observe and/or visit various areas of the company to gain a broader understanding of all facets of the bank and the role Cash Management plays within the bank. Essential Duties and Responsibilities Participates in activities and completes tasks to become familiar with Cash Management processes, products, and services relating to both sales and operations. Demonstrates and role models professionalism, ethical behavior, and effective decision making at all times. Develops a thorough understanding of financial products, operational systems, and internal workflows to ensure accurate processing and informed decision-making. May attend seminars, courses, and other financial related educational activities for professional development purposes. Observes and/or performs assigned tasks to become familiar with department processes and procedures. Provides administrative assistance to department manager and others as assigned. Provides accurate and timely support to our internal sales team and our external customers through the complete phase of the relationship from initial sale to existing customer support. Provides accurate and timely support to internal and external partners regarding operational processes, documentation, and account maintenance; ensures information is communicated clearly and efficiently. Coordinates with various business units (such as lending, deposits, electronic banking, and risk management) to resolve operational inquiries and ensure smooth completion of service requests. Proactively identifies opportunities to improve processes, enhance efficiency, and support internal teams through collaboration and problem-solving. Utilizes internal systems and tracking tools to monitor workflow, maintain accurate records, and ensure operational tasks are completed according to policy and deadlines. Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy. Ancillary Duties 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. Regular and predictable attendance is required. Education & Qualifications A B.S. or B.A. degree, preferably in a related field of study. A minimum of one (1) years' related experience normally required. Ability to work a flexible schedule as required to meet operating needs. Skill(s) Proficient reading, writing, and grammar skills; proficient analytical, critical thinking and mathematics skills; proficient communicative and interpersonal relations skills; working knowledge of assigned function; proficient eye-hand coordination; ability to operate various office machines; technical supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver's license is required. Pay Transparency We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

A great banking experience starts with a great team! To support our continued growth, Mid Penn Bank is actively seeking an Asset Recovery Specialist to join our team! We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview The Asset Recovery Specialist is responsible for performing collection and administrative duties that impact the asset recovery function. This individual will be responsible for achieving goals as established in the Asset Recovery Department's annual operating plan. Essential Duties & Responsibilities * Communicates with delinquent borrowers in attempting to obtain late payment, using various means of contact such as telephone, letters, emails, personal face to face meetings; utilizes effective human relations skills and various forms of persuasion to present a positive company image in a typically adverse situation. * Contributes to the soundness of the installment loan portfolio through prompt collection of delinquent accounts. * Utilizes methods of asset recovery under terms of the loan contract, depending on the feasibility and applicability of each case if initial recovery attempts do not secure required payment; extends due dates or refers customers to proper lending personnel for refinancing of delinquent loans; repossesses collateral on secured items if the delinquent situation requires such action. * Reviews company records and transactions to resolve misapplied payments, researching account transactions to ensure that payments are properly credited; evaluates payments (scheduled and unscheduled) being made on delinquent accounts and determines how the payment will be applied, i.e., principal, interest, escrow, and late charges, or if the payment is unacceptable. * Locates customers with whom the company has lost contact; tactfully, resourcefully, and within the Fair Debt Collection Guidelines, tries to probe for information leading to the location of the delinquent customer. Uses company provided data research services to locate customers. * Responds to inquiries relating to his/her particular area, or to requests from other company personnel, customers, etc., within given time frames and within established policy. * Actively seeks and engages in learning and development opportunities to ensure peak performance by completing and/or demonstrating the following: * Partners with manager to complete a written Individualized Development Plan that aligns with achieving current performance expectations and supporting potential career goals. * Applies newly learned knowledge and skills on the job. * Shares information with others that may benefit from his/her expertise. * Seeks coaching and feedback to ensure high performance. * Maintains control over delinquencies with respect to a satisfactory percentage of past-due accounts as defined in the department's plan. * Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. * Notifies customer of his/her rights and amount due or any further obligations, if applicable. * Contributes to the company's growth and customer satisfaction by helping customers to resolve problems with their consumer loans. * Analyzes the borrower's financial situation and advises the borrower concerning possible options; recommends adjustment procedures to be followed or appropriate action to be taken. * Receives and reviews daily a computerized listing of all assigned delinquent loans or works daily from an assigned queue in designated software. * Coordinates the collections of past due accounts with Financial Center Managers, Loan Officers and Portfolio Managers. * Achieves goals assigned to the Asset Recovery Officer as part of the assigned department's annual operating plan. * Documents all collection actions taken, such as telephone conversations, alternative financial arrangements made, letters mailed, and so forth, within designated software platform. * Establishes and maintains records relating to delinquent loan accounts; updates delinquent account files with relevant documents supporting various legal and collection methods such as a foreclosure. * Proficient using Microsoft office products such as Microsoft Word and Microsoft Excel to create and maintain documentation, memos, and reports for use by management. * Maintains appropriate records and provides assigned reports. Education & Qualifications * A high school diploma or equivalent; specialized resource recovery training preferred. * A minimum of three (3) years' related experience normally required. Skill(s) Proficient reading, writing, and grammar skills; proficient mathematics skills; proficient interpersonal relations and both verbal and written communicative skills; a thorough knowledge of regulations affecting the resource recovery function; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Equipment/Machines * Telephone * PC/Computer keyboard * Printer * Calculator * Fax machine * Copy machine Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.