WSFS Bank jobs

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 Commercial Real Estate Portfolio Manager will help manage a portfolio of existing commercial real estate banking customer relationships as assigned by the commercial banking team leader or department manager. The incumbent will have overall responsibility for the daily servicing of these commercial relationships, which involves the management of existing loan and deposit accounts. Job Responsibilities: Work closely with the Team Leader or Department Manager to support the credit administration needs of that Manager's customer portfolio. Act as a liaison to external customers to develop information concerning their business, financial condition and operating performance, as well as to evaluate financing needs. The work experience and training of the individual would dictate the complexity of the customer relationships managed, any credit authority extended, and the designation of the Portfolio Manager. Travel within the bank's "footprint" for site visit meetings to commercial customers at their projects and/or place of business. Minimum Qualifications: Must have a Bachelor's degree, preferably in a business related field, or equivalent experience. Must have 2-4 years of relevant banking or commercial real estate experience. Total relevant banking experience may be in the areas of Commercial Credit Administration, Commercial Real Estate, Middle Market, Business Banking, Small Business Banking, Mortgage Banking, and/or Private Banking. Must have effective sales skills and superior customer service skills. Must have strong knowledge of commercial and consumer loan and deposit products. Must be self-motivated and able to work with minimal supervision. Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills. Must have excellent attention to detail and strong ability in Microsoft Excel Salary Range: $52,433.00 - $86,137.25 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 Credit Officer to join our team in Bristol, PA or New Brunswick, NJ. 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. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply. Position Overview The Credit Officer is responsible for leading the credit management process for a designated cohort of commercial loan officers. This includes credit screening, underwriting and evaluation of new loans, as well as monitoring of the existing portfolio including ensuring risk rating accuracy and completion of annual reviews and renewals. This individual will be a key participant on the Bank's loan approval committee. The Credit Officer will also advise senior management on appropriate credit risk appetite based on market data, including a general macroeconomic outlook and banking sector-specific risks. Depending upon Bank needs and Credit Officer experience, this individual may be responsible for other areas of Credit Administration and may supervise other Credit Administration staff. Essential Duties and Responsibilities * Reviews credit packages, assists in structuring, and decisions requests for existing borrowers and prospects. Provides recommendations and feedback to the line teams regarding specific loan requests as well as overall portfolio management. Evaluates existing borrower and prospective credit requests within established standards. * Ensures that analyses accurately present credit risks, policy exceptions, regulatory compliance, and appropriate risk rating. * Ensures all asset quality objectives are met and processes and procedures are in compliance with the company's policies, practices, and regulatory requirements. Communicates results and any potential issues to both line and credit leadership. * Helps manage existing portfolio relationships within established risk parameters and servicing requirements including monitoring loan officer completion of annual reviews and renewals. * Provides coaching, mentoring, and training to portfolio managers and credit analysts throughout the credit approval process. Assists senior management in the evaluation of the line personnel and helps to identify training needs. * Participates in internal loan review, audit, and regulator examinations, and reporting of asset quality indicators to top management. * Contributes to the development and maintenance of Mid Penn Bank's credit culture. Education and Qualifications * Minimum of 5 + years related experience in credit administration, analysis and risk mitigation with credit approval and supervisory experience and expertise in C&I, Commercial Real Estate, Construction, and loan portfolio management. * Thorough comprehension of credit risk management, credit administration, and loan underwriting. * Ability to effectively interact with customers, employees, regulators, and outside third parties. * An overall understanding of bank management and operations, to enhance cross-functional achievement of goals. * Strong analytical and problem-solving skills. * Excellent written and oral communication skills * Knowledge of and comfort with technology as both an emerging delivery channel and a communications tool. * Bachelor's degree required. Skill(s) Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; a working knowledge of all loans, principles, policies, and practices; a thorough knowledge of financial statement analysis; knowledge of current lending and collection laws and regulations; 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.

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

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our 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 - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities * Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. * Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. * Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. * Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. * Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. * May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. * Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. * Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Prints and mails documents, statement, and other notices. * Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. * Responds to voicemails. * Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. * Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. * Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. * Intermittent rotating weekend hours required. * Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. * Regular and predictable attendance 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 applications 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.

As the premiere, locally headquartered bank and wealth management franchise in the region, WSFS Bank empowers our Associates to grow their careers, guides our Clients to secure their financial futures, and actively supports our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salary, opportunities to advance, and more. We are consistently 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. We are currently seeking high-performing college students interested in a career in the financial sector to participate in the WSFS Bank 2026 Summer Internship Program. All internship opportunities are paid and offer mentorship, peer interaction, project work, executive visibility, volunteer opportunities, and networking events. Internships are available with various Bank departments including: * Commercial Banking * Consumer Loan Servicing * Mortgage * Cash Connect - ATM Solutions * Small Business Lending * Retail Strategy - Consumer and Small Business * Human Resources * Legal * Community Impact * Procurement Services * Technology * Marketing * Corporate Communications What Our Internships Offer: * An opportunity to work directly with Associates across lines of business to learn the day-to-day operations and strategies behind business decisions * A comprehensive internship curriculum, including a specified learning path, networking roadmap, and framework for a division-level team project & presentation to senior leaders * A dedicated network of support, including a formal mentor and peer-to-peer interaction * Access to networking, volunteer and community service opportunities, and WSFS Bank executives * Social events to engage with peers and division leaders * Participation in business line workshops, DE&I resource groups * Potential opportunity to join WSFS as a full-time Associate upon successful completion of your summer internship (rising seniors only) The Summer Internship Program starts early June to mid August. 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. Minimum Qualifications: * Must be at least 18 years of age. * A business or related college major is preferred. * Must have a high school diploma or equivalent. * Must have completed a minimum of one (1) full year of college by May 2026. * Must have reliable transportation. * Must be available for in-person and virtual interviews and orientation with Human Resources. * Ability to work in a hybrid environment, including working on-site at a physical office location within the WSFS Bank footprint. * Must be able to participate in this full-time position (40 hours per week) within a continuous program, starting in the beginning of June and ending in mid to late August. * Fundamental computer proficiency, including Microsoft Office, is required. Salary Range: $18.00 - $21.00 Per Hour 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.

As the premiere, locally headquartered bank and wealth management franchise in the region, WSFS Bank empowers our Associates to grow their careers, guides our Clients to secure their financial futures, and actively supports our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salary, opportunities to advance, and more. We are consistently 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. We are currently seeking high-performing college students interested in a career in the financial sector to participate in the WSFS Bank 2026 Summer Internship Program. All internship opportunities are paid and offer mentorship, peer interaction, project work, executive visibility, volunteer opportunities, and networking events. Internships are available with various Bank departments including: * Commercial Banking * Consumer Loan Servicing * Mortgage * Cash Connect - ATM Solutions * Small Business Lending * Retail Strategy - Consumer and Small Business * Human Resources * Legal * Community Impact * Procurement Services * Technology * Marketing * Corporate Communications What Our Internships Offer: * An opportunity to work directly with Associates across lines of business to learn the day-to-day operations and strategies behind business decisions * A comprehensive internship curriculum, including a specified learning path, networking roadmap, and framework for a division-level team project & presentation to senior leaders * A dedicated network of support, including a formal mentor and peer-to-peer interaction * Access to networking, volunteer and community service opportunities, and WSFS Bank executives * Social events to engage with peers and division leaders * Participation in business line workshops, DE&I resource groups * Potential opportunity to join WSFS as a full-time Associate upon successful completion of your summer internship (rising seniors only) The Summer Internship Program starts early June to mid August. 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. Minimum Qualifications: * Must be at least 18 years of age. * A business or related college major is preferred. * Must have a high school diploma or equivalent. * Must have completed a minimum of one (1) full year of college by May 2026. * Must have reliable transportation. * Must be available for in-person and virtual interviews and orientation with Human Resources. * Ability to work in a hybrid environment, including working on-site at a physical office location within the WSFS Bank footprint. * Must be able to participate in this full-time position (40 hours per week) within a continuous program, starting in the beginning of June and ending in mid to late August. * Fundamental computer proficiency, including Microsoft Office, is required. Salary Range: $18.00 - $21.00 Per Hour 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: This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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 this position requires SAFE Act registration, employees are 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. Responsibilities: * Originates loans from multiple internal and external referral sources * Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers * Achieves production goals as defined by the business * Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities * Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements * Conducts monthly Home Buyer Workshops and Business Development meetings Skills: * Client Management * Customer and Client Focus * Loan Structuring * Oral Communications * Referral Management * Credit Documentation Requirements * Learning Delivery * Presentation Skills * Prospecting * Written Communications * Active Listening * Business Development * Credit and Risk Assessment * Data Collection and Entry * Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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 Data Security Analyst is a key member of the incident response team performing incident response for security and data loss incidents. The Data Security Analyst provides oversight of the controls adopted under the Information Security Program by enforcing confidentiality, integrity and availability of all data within WSFS. The incumbent will maintain systems to protect data from unauthorized access and identifies, reports, and resolves security violations. In addition, the Data Security Analyst develops and enforces policy in accordance with FFIEC regulations. Job Responsibilities: Assist the Information Security Officer in providing a comprehensive, practical program of security coverage for the Bank. Responsible for the development and implementation of policies, procedures, and best practices that protect the company's information assets from unauthorized disclosure and alteration, while meeting legitimate needs for functionality. Identify and assess external and internal risks through technology risk assessments. Facilitate and support requests of Internal Audit during contract penetration tests, including review, remediation, and responding to Audit findings. Facilitate requests of the OCC during IT examinations. Proactively identify opportunities for improvement in the availability and security of information through process improvement and/or information technology. Administration, Maintenance and reporting of enterprise training platform. Assess and enforce technology compliance policies for all enterprise systems. Investigation of all incidents pertaining to data loss or exposure of data. Perform access control review of information and information systems. Perform other duties as assigned by management. 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. Minimum Qualification: Bachelor's degree in Computer Science/Engineering, Cybersecurity, or Information Systems or related technology discipline. Minimum of 2 years of directly related information security experience with focus on data security. Relevant certifications, such as Security +, CEH, CISSP are preferred. Demonstrated understanding of security industry best practices, and current technologies. Knowledge of Data Security (Structured and Unstructured). Basic networking knowledge of Windows Enterprise. Experience with Windows, Files and Directories, Data Loss, and understanding of importance of Data Security. Experience with Active Directory. Demonstrated understanding of Data Classification & Protection. Demonstrated understanding of current threat attack vectors including Malware, Data Loss, Phishing, and Social Engineering. Ability to recommend, implement and assess the effectiveness of countermeasures. Ability to interact with various levels of associates in Information Technology, Risk, and Audit. Strong interpersonal skills. Strong written and verbal communication skills. Demonstrated ability to work in a team environment. Prior banking or financial services industry experience is a plus. Salary Range: $52,433.00 - $86,137.25 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 Residential Loan Servicing Representative in Clearfield, 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. Position Overview The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards. Essential Duties and Responsibilities Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include: Processes address changes, in accordance with current address change procedures. Adds, and maintains, AFT and ACH loan payment information in the core system. Completes billing maintenance and creates manual billing notices. Responds to internal and external customer inquiries via phone and the ticketing system. Reviews new notes audit report for accurate escrow boarding. Produces disbursement checks for escrow excesses/refunds. Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts. Processes money wire to Federal Home Loan Bank Reports active/delinquent status updates to USDA; remits USDA servicing fees. Requests paid serviced loan documents from the third-party document custodian. Reviews daily transaction exception reports and makes appropriate corrections. Prepares and processes loan payments. Processes incoming hazard and flood insurance correspondence. Completes work with exceptional accuracy and attention to detail. Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy. Handles direct communications, both written and verbal, with customers and other parties. Handles customer telephone calls. Completes account research and makes appropriate corrections, including payment adjustments. Performs Branch Capture end of day processing. Performs duties of other Loan Servicing personnel as needed. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Maintains confidentiality of customer information. Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. Regular and predictable attendance is required. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year related experience required. Familiarity with various types of loans preferred. Banking experience and/or knowledge of residential loans strongly preferred. Skill(s) Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; 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. Equipment/Machines Telephone PC/Computer keyboard Printer Calculator Fax machine Copy machine Document scanner Branch capture machine Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and 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. 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 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 BSA OFAC Officer is responsible for ensuring that WSFS Financial Corporation is compliant with the Bank Secrecy Act (BSA), the Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism Act (USA PATRIOT ACT), all applicable anti-money laundering ("AML") statutes, and requirements as mandated by the Office of Foreign Assets Control ("OFAC"). The incumbent is accountable for maintaining oversight over the BSA/AML/OFAC Compliance Program including supporting internal controls, appropriate designation of a BSA Officer, maintaining appropriate educational programs, ensuring independent testing of the Program, and maintaining risk-based customer due diligence procedures. In addition, the BSA/OFAC Officer is responsible for the people, processes, and technologies deployed for the purpose of identifying unusual customer activity related to money laundering, terrorist financing, and other criminal activities conducted or attempted at or through WSFS Financial Corporation. Job Responsibilities: * Maintains the highest degree of integrity and ethics and adheres to all Bank policies and procedures. Deploys critical professional judgment in all aspects of managing and leading BSA/AML/OFAC functions. * Manages and leads all aspects of a BSA Team of 30+ including managers, team leads, investigators, and analysts. * Builds and successfully manages relationships with key management stakeholders throughout WSFS creating an environment of transparency and trust. * Effectively communicates expectations to key management stakeholders. * Understands key BSA/AML/OFAC workflows and rulesets and deploy critical professional judgement in assessing and re-engineering staffing models, processes, and technologies to enhance Program compliance, efficiency and effectiveness without compromising controls and compliance with applicable laws and regulations. * Direct necessary BSA/AML/OFAC/Fraud/etc. risk assessments on an annual basis or otherwise as warranted. * Ensure BSA/AML/OFAC training is adequate and provided to all appropriate Associates. * Participate on committees and/or taskforces, such as Compliance Committee and Cannabis Taskforce, as deemed necessary. * Provide oversight to the development of new material and update of existing documentation as it relates to BSA, AML, OFAC, and US Patriot Act policies and requirements. * Stay apprised of proposed rules, new or changed laws and regulations as well as emerging issues, hot industry topics, and money laundering, financial crimes, or terrorist financing trends in order to enhance the BSA/AML Program as appropriate. * Prepare high quality, informative board reports at the appropriate level for the audience to understand Program maturation and the summary of matters emanating from the Program. * Sponsor and manage Program enhancements including process re-engineering and technological improvements. * Assist in the preparation of Risk Management Division annual budget. * Responsible for achieving the long-term corporate objectives established by WSFS Senior Management. * Additional responsibilities delegated by the Chief Compliance Officer as required. Minimum Qualifications: * Bachelor's Degree; an advanced degree is desirable. * Must have experience being employed by a $20B+ financial institution and has served in the role of BSA Officer or Deputy BSA Officer for the last 5+ years. * Must have a minimum of 10 years of related experience. * Must have a minimum of 10 years of specific BSA/AML investigative experience with personal investigative and suspicious activity reporting ("SAR") filing experience at a financial institution. * Certified Anti-Money Laundering Specialist ("CAMS") certification is required, and additional certifications such as a CPA, CFE, CRCM, CIA are preferred. * Comprehensive understanding of banking and of financial crime patterns is required. * Must have thorough knowledge of the Bank Secrecy Act, anti-money laundering laws and regulations the USA PATRIOT Act, as well as a strong understanding of OFAC regulations. * Must have a demonstrated history of strong leadership and management skills. * Must have a high degree of analytical, problem-solving, and organizational, and project management skills. * History of favorable interactions with regulators and auditors is required. * Must have excellent verbal, written, and communication skills, including demonstrated board presentation skills. * Must have good attention to detail and deployment of sound critical professional judgment. * Ability to work in a fast-paced, deadline-oriented environment is required. * Prior experience with the development, testing, and implementation of BSA/AML/OFAC systems is required as is the demonstrated ability to assess and enhance the same systems through a project management and system development life cycle discipline. * Familiarity with Verafin, FCM, IBS, and FIS systems is preferred. Salary Range: $108,722.00 - $178,616.75 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.

The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Primary Responsibilities:** + Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers. + Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work visa sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Proficiency in pertinent software, particularly spreadsheet software + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Pittston, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

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 Senior Network Engineer is responsible for the overarching network architecture, recommending and validating network technologies and implementing new solutions. The incumbent will address failures and challenges within these services, systems, applications, and manage planned upgrades to these systems. The incumbent is expected to have a working knowledge of enterprise routing, datacenter design, firewall implementation and fault tolerant solutions. The engineer should have knowledge on SDWAN, Datacenter automation and collaboration. The engineer will serve as the technical lead for certain highly available line- of-business applications and will be the primary escalation point for systems related problems, accountable for identifying and resolving root-causes. 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. Minimum Qualifications: * Must have a Bachelor's degree or equivalent training and/or work experience. * Must have 5+ years of experience providing hands-on systems support for Information Technology. * Minimum of 2 years' experience related to Public and hybrid cloud design and deployments * Cisco Certified Internetworking Professional (CCNP) required. CCIE is a plus. * Extensive Cisco Experience (Nexus 9k, ISR4k, Router and Switches, Meraki, Cisco SD-WAN). * Firewall experience with Cisco Firepower and ASA legacy configurations. * NetScaler experience. * Demonstrated expertise with Visio to produce detailed network documentation. * Familiarity with Cisco ISE and Network Access Control Systems. * Understanding of IP Telephony Solutions, such as Cisco Call Manager, Redsky, UCCX, Five9s. * Must have thorough knowledge and will contribute to the development, implementation and maintenance of Data Center strategy and processes. * Exceptional problem solving/trouble shooting skills and also be detailed oriented. * Must have excellent oral and written communications skills, as well as excellent listening ability as the incumbent will have frequent contact with internal customers as well as various technology partners * Ability to lift and move items up to 50 lbs. * Ability to participate in an on-call support rotation. * Ability to travel within the WSFS Bank footprint in the Greater Philadelphia region as needed. Salary Range: * 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.

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: The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This role is an FA Paid Resource. 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 this position requires SAFE Act registration, employees are 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. Responsibilities: * Track team progress against quantifiable business and activity goals and ensures the team's daily activities align with practice goals and objectives. * Coordinate team assignments, projects and key initiatives, ensuring execution of the team's client service strategy. * Create and manage team routines (regular team meetings, communications, team calendars and so on). * Assist with the sourcing, assessing and onboarding of new talent and the off boarding of transitioning talent. 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 * SAFE Act Registration; ADV-2B Required * Maintain at least one firm approved designation * Strong leadership abilities, communication and delegation skills * Understanding of how to deliver a strong overall client experience * Thorough knowledge and understanding of the suite of Wealth Management products and services * Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures * Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk * Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority Skills: * Administrative Services * Customer Experience Improvement * Project Management * Sales Performance Management * Strategy Planning and Development * Business Acumen * Business Analytics * Candidate Screening * Coaching * Continuous Improvement * Account Management * Process Simplification * Reporting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Salary Grade: Service Representative I or II (Based on experience)

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 Business Transformation Specialist will be responsible for analyzing, designing, and optimizing business processes across all Wealth lines of business. The ideal candidate will leverage process improvement methodologies to enhance operational efficiency, reduce risk, and improve client experience through technology implementation and development. The incumbent will be pivotal in representing the Wealth division to other operational areas of the bank as well as internal and external regulators. In addition, the incumbent will work closely with Senior Leadership, Client-Facing Advisors, Business Analysts, Process Analysts, and internal and external regulatory/governing bodies. Job Responsibilities: Engage with business leaders to drive Wealth's process improvement and technology agenda, including the implementation of key technologies and applications. Monitor, investigate, and report breaches in system performance or quality, immediately addressing any day-to-day issues regarding data transmissions to internal systems or 3rd party applications that impact the accuracy of data across systems utilized by internal Associates and Clients. Partner with internal technology team(s) and 3rd party vendor support team(s) to resolve issues with a sense of urgency. Learn low code tools such as Alteryx and/or Microsoft Power Platform to design and implement tactical process improvement solutions. Diagnose, implement, and support process improvement initiatives, independently and collaboratively, including new vendor onboarding, regular system upgrades, and system conversions, to deliver increased quality and productivity. Advocate high-quality business practices for efficiency and compliance and support the delivery of an industry leading client experience. Own and manage updates to all Wealth procedures with support from the Business Transformation Team. Create detailed process maps, workflows, and data flow diagrams to visualize procedures. Play a key role in supporting internal and external audits/exams by tracking deliverables, managing documentation, and ensuring professional, timely, and factually correct responses to regulatory requests. Develop and implement new procedures necessitated by regulatory audit findings and/or internal process improvement initiatives. Teach, mentor, and support colleagues through process or procedural change by facilitating workshops and training sessions to ensure adoption of new processes. Support the establishment, advancement, and effectiveness of a data governance model across Wealth. Partner with info technology teams and data teams to integrate process improvements with technology solutions to keep Wealth data clean. Minimum Qualifications: Bachelor's degree in business, finance, or a related field is required. Advanced degree (e.g., MBA) is a plus. Minimum of 5-7 years of experience in a professional financial services or Wealth institution. 3+ years of previous experience communicating with internal and external regulators of a financial institution. 3+ years of previous experience using SEI Wealth Platform (SWP) or another core trust accounting platform to support the administration of trust accounts, agency accounts, and externally managed accounts. Must have strong analytical skills, and excellent problem-solving/critical thinking skills. Must have the ability to review and analyze existing processes and recommend changes that will permit the team to remain operationally efficient, while preparing for future growth. Must have excellent oral and written communication skills, as well as the ability to listen to others. Must be proficient in all Microsoft Office applications and have expertise in excel including the ability to compare data across multiple spreadsheets and produce pivot tables. Ability to learn low code tools such as Alteryx and/or Microsoft Power BI. Previous experience is a plus. Proven record of building strong relationships with senior and junior associates. Excellent oral and written presentation skills. 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.

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 working knowledge of Windows and Microsoft Office, including proficiencies in Microsoft Excel and Word. Need ability to learn new systems and software. Strong ability to self-monitor work to ensure established deadlines are met. Experience: 1+ years of related 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).

NewLane Finance is a commercial equipment finance company, serving small and mid-size business 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. Summary: This position is responsible for designing, implementing, improving and executing on NewLane's collections processes and managing timely collection of delinquent accounts. The Manager will oversee all aspects of the day-to-day collection functions and activities from early stage through 90 days The position will place an emphasis on continuous process improvements and an ongoing focus on building an effective and efficient collection team. Essential Functions and Responsibilities: Actively manage, provide mentorship and ongoing guidance to the best-in-class Collection Specialists with the goal of advancing their career and development. Using an optimal mix of technology solutions and human capital, lead the development and implementation of collection policies, strategies, and best practices to manage the collection process. Actively assist with the collection efforts (which includes calls, email follow ups, etc.) on higher balance accounts or accounts with more complex issues. Manage individual and overall department performance to achieve critical KPIs (i.e., delinquency targets, charge-offs goals, customer response time, etc.) and deliver on department goals. Develop and review management reports to (i) evaluate performance of Collection Specialists, (ii) assess effectiveness of collection policies, procedures, and practices, and (iii) identify trends in the results and devise strategies to address. Work closely (through weekly meetings) with leaders in Credit Underwriting, Legal and Asset Recovery to discuss delinquency and charge-off trends and to seek their assistance in collections matters as needed. Work with technology team to identify and implement the best technology systems and solutions for areas of responsibility. Proactively monitor delinquency and loss trends and effectively communicate results to Executive Management. Ensure NewLane collection policies and practices are effective and in compliance with all Federal and State laws and regulations. Qualifications: Bachelor's degree in related field or ten (10) years of progressive experience in Collections capacities in a B2B environment. Knowledge of creditors rights, enforcement remedies, asset repossession/remarketing processes, litigation processes and court procedures Foundational understanding of equipment financing contract terms and conditions Demonstrated strong leadership and managerial skills. Proven ability to assemble, train and motivate work force to achieve company's goals. Experience and aptitude in driving high level technology advancements for the business and teams, creating ongoing automation of services and processes. Excellent verbal and written communication and interpersonal skills Experienced in MS Office including Word, Excel, PowerPoint and various company software programs. Experience with Aspire a plus. 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 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 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 Collection Specialist will initiate collection attempts to achieve target delinquency, non-performing and charge off goals while minimizing risk, using all available collection techniques and tools. The incumbent will meet collection objectives by implementing collection plans that are in alignment with corporate, business unit, department goals, and aging protocols. Job Responsibilities: * Review each assigned account and determine a plan of action to cure the delinquency. * Request borrower financial information to analyze and determine best course of repayment. * Conduct financial research regarding the credit worthiness of customers using available annual financial statements, credit reports, public/private sector sources, and information obtained directly from customers to determine the viability of repayment on delinquent loans. * Ensure customers understand terms of repayment. * Determine the reason for delinquency and negotiate solutions with borrower to resolve all past-due payments, fees, and any future payments due until customer can pay as agreed. * Ensure fact-finding is thorough and necessary questions are being asked to resolve the past due condition. * Send system collection letters as needed on each account. * Recommend accounts for repossession, demand, charge off, non-accrual, line restraint, and deposit and card closure when such an action is in the best business interests of the Bank. * Maintain delinquency at agreed upon percent for assigned products. * Communicate any fluctuation in goals to management and alert all problem loans timely. * Recognize when a loan will move to non-performing, and potential charge off. * Provide monthly projection forecasts on assigned portfolios. * Maintain well refined customer relation skills by extending extraordinary service to all customers. * Ensure communication is understood and provide prompt resolution to customer concerns. * Provide recommendations to Team Leader on comprehensive arrangements on more difficult problem loans. * Seek assistance from Team Leader on comprehensive arrangements on more difficult problem loans. Minimum Qualifications: * High school diploma required; some college preferred. * Must have at least 1 year of collection experience for 15 - 180 day delinquent accounts. * Must have knowledge of the appropriate collection laws and regulations. * Must have strong written and verbal communications, and negotiation skills. * Must also be familiar with collection systems. * Must have comprehensive knowledge on foreclosure, bankruptcy, non-accrual, and bank losses. * Mortgage collection experience preferred. * Must be proficient in Microsoft office. * Must be able to adapt to change with little to no impact to daily responsibilities. * Must have knowledge of collection techniques and the skills to provide quality customer service, while at the same time achieving collections goals. * Must have knowledge of assigned portfolio, understand loan documentation, skip tracing tools, and delinquency tracking, * Must possess effective communication, negotiation, and teamwork skills. * Must abide by all Company, Departmental and Government policies and procedures while adhering to the Company Code of Conduct. * Knowledge of JP Court legal actions, repossession guidelines, preparing delinquency projections, and foreclosure and bankruptcy knowledge is preferred. * Must possess persuasive communication, negotiation, and teamwork skills. * Must be able to analyze property inspections, appraisals and legal documents and provide feedback and recommendations on findings. Salary Range: $47,235.00 - $77,601.75 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 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 Commercial Loan Specialist supports Business Banking, Commercial Real Estate, Small Business, and Reverse Mortgage lending by performing a wide variety of maintenance to multiple systems. The Loan Servicing Specialist will manually establish all new Commercial, Construction, Small Business Loans and Lines of Credit on the FIS system, and use the nCino Sales Partner loan system to analyze legal documents and internal bank documents and create boarding data sheets and update data as necessary. Job Responsibilities: Responsible for setting up customer records, loan accounts, commitments and notes in the IBS loan core system, as well as maintain and enter collateral and Tickler remarks for future loan changes and calls. Responsible for setting up SBA, HMDA, CRA and Construction Interest Reserves, and will set up and maintain participations, letters of credit, flood insurance, ACH and autopay loan features. Process renewals and other system and coding changes as needed. Assist with payment, advance postings, and file management duties including filing trailing documents, fulfilling file requests. Cross train in other functions to assist when needed. Minimum Qualifications: Bachelor's degree or 4 years of banking experience in lieu of degree. Knowledge of accounting principles, general ledger balancing and financial fundamentals is preferred. Previous banking experience is required. At least 2 years in loan accounting, investor reporting, commercial loan servicing or customer service experience. 2 years of loan servicing environment is preferred. Syndications experience preferred. Previous experience with real estate loan documentation is preferred. Microsoft Office skills. Must possess excellent oral and written communication skills. Salary Range: $44,146.00 - $72,525.25 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.