WSFS Bank jobs in Philadelphia, PA - 239 jobs

N/A 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 banking experience starts with a great team! To support our continued growth in New Jersey, Mid Penn Bank is actively seeking Commercial Loan Officers! 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 Commercial Loan Officer is responsible for developing commercial loan business relationships. This individual will actively prospect for business opportunities to grow the loan portfolio and work with existing customers to broaden and deepen existing relationships. The Commercial Loan Officer is an active member of the bank's sales team and is expected to appropriately introduce customers and prospects to internal bank partners to help ensure the customer's full financial needs are met. Essential Duties and Responsibilities * Develops new and existing commercial loan business relationships. * Requests applicant financial statements, credit reports, and other information pertinent to the loan applicant's evaluation to help ensure loan meets established lending requirements. * Interviews loan applicants and collects and analyzes financial and related data to determine the general creditability of the prospect and the merits of the specific loan request; establishes and negotiates the terms under which credit will be extended, including the costs, repayment, and collateral requirement. * Compiles loan packages and facilitates negotiation of loan structure with applicant; ensures loan agreements are complete and accurate according to Bank policy; ensures timely loan closing and funding activities; approves loans within established lending authority. * Maintains credit quality and portfolio administration within bank guidelines including participation in the collection of delinquent accounts. * Serves as a member of the Bank's sales team; identifies qualified referrals, makes group sales calls where these types of calls will improve the opportunity for new business development. * Maintains an active role in community affairs to improve Bank's visibility in the area; serves on various civic committees to increase Bank community involvement. * Maintains a working knowledge of Bank operating policies and procedures which impact commercial services. * Effectively utilizes the bank's Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office's market area. Education & Qualifications * A B.S. or B.A. degree in a related field normally required; specialized banking education and training. * A minimum of three (3) to five (5) years' experience in related positions normally required. * Formal credit training and/or commercial credit analyst experience strongly preferred. * Valid Driver's License is 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. The salary for this position is $94,218 to $209,903 annually. 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.

Mount Laurel, New Jersey **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 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** fromour-award winning Academy at Bank of Americaand 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 clientreviews/presentationswith 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 appropriatesolutions + 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 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 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.

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 Retail Office Manager II will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets. This role will be responsible for observing branch activities and behaviors while ensuring that they align with Bank's strategy. The incumbent will provide day-to-day management and coaching for a team of 5 - 12 branch Associates, which will include staffing decisions, performance appraisals, training, promotions, salary recommendations, and consistent coaching and feedback. The Retail Office Manager will also provide administrative control over the functions of the office, including but not limited to branch budgeting, branch profitability management, and critical operational duties to ensure branch compliance. This role will oversee activities in order to promote the growth of the branch office and attract new business which includes recognizing opportunities for cross-selling and developing Associates to maximize selling and service skills. The Retail Office Manager will be empowered to make sound business decisions that are mutually beneficial for both the customer as well as the bank. The incumbent must be flexible with scheduling. The schedule is a 40-hour work week including 2-3 Saturdays a month. This schedule can change at any time based on business needs. Minimum Qualifications: * Must have a Bachelor's degree or equivalent experience in retail banking. * Must have a minimum of 5 years of management or supervisory experience in a retail banking environment. * Must have previous extensive business development experience with a proven successful track record. * Previous experience in branch operations, including procedures, policies, control, and regulations is required. * Must have a strong knowledge of deposit and retail loan products; familiarity with business lending products. * Must have knowledge of financial fundamentals, including computation of interest and monthly payments. * Strong coaching, development skills and a degree of creativity are required. * Must possess a strong knowledge of teller operations and processing. * Strong verbal and written communication skills and presentation skills are required. * Must be proficient in basic computer skills. 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.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Senior Credit Analyst to join our team in PA or 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. Position Overview The Senior Credit Analyst is responsible for analyzing credit data and financial statements of individuals or businesses to determine the degree of risk involved in extending credit. This individual will prepare reports with credit information for use in the credit decision. In addition, the Senior Credit Analyst will accompany Commercial Loan Officers on customer calls to collect information and ask questions that are necessary during the credit analysis process. Senior Credit Analysts will work independently with limited supervision while analyzing the most complex credits and provide leadership and guidance to less experienced Credit Analysts. Essential Duties and Responsibilities Works independently and with minimal supervision to analyze credit data for the most complex credits. Reviews and analyzes data and financial information to evaluate and provide judgment on the short and long-term repayment prospects of the individual or company. Synthesizes the results of the financial review and prepares financial statement spreads and a written financial analysis summarizing the borrower's historical and projected performance, credit strengths and weaknesses, sources of repayment, potential risks to the organization, and overall evaluation of creditworthiness. Applies credit policy to all loan requests and identifies exceptions to policy that would need additional approvals. Researches specific industry issues and economic trends to predict the potential impact to the borrower's performance. Provides recommendations to assist in policy & procedure development or maintenance. Contributes to active portfolio management and makes recommendations based on the receipt and evaluation of new financial information. Accompanies Commercial Loan Officers on customer calls to collect information and ask questions. Continues on-going education to stay abreast of current economic conditions, techniques in credit analysis, risk management, and industry trends. Achieves goals assigned to the Senior Credit Analyst as part of the assigned department's annual operating plan. Helps establish department goals and implements strategies to achieve goals and helps to manage department workflow when needed. Collects information and asks questions that are then used in the credit analysis process. Works closely with Loan Officers and department management on more complex transactions and interacts with customers and their financial officers in gaining in-depth understanding of customer's business and financial position. Contacts accountants, attorneys, and/or borrowers to obtain additional information. Prepares financial documents and reports in an accurate and timely manner. Completes a minimum average of 8 write-ups per month. Completes extensions prior to month end. Actively manages the term loan reviews as assigned. Collaborates with credit team to identify and correct any issues related to the lending function including customer service, internal operations, credit control procedures, etc. Communicates with management and staff personnel in order to integrate goals and activities. Partners with department management to help train and develop less experienced Credit Analysts; provides leadership, acts as a mentor, reviews work for accuracy, and coaches on best practices and advanced credit underwriting skills. 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. Ensures that all credit analysis activities are conducted in accordance with prescribed departmental procedures and applicable laws or regulations. Estimates the degree of risk involved in extending credit or lending money to firms or individuals. Determines risk rating based on the evaluation of financial information. Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. Prepares or oversees the preparation of key department reports such as, Portfolio Management Reporting, Monthly Stock Collateral Valuation report, Borrowing Base tracking reports, Quarterly Board Reports, and others. Maintains appropriate records and reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel. Prepares minutes for company meetings. 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; specialized financial analysis training also preferred. A minimum of two (2) to (3) years' related experience normally required. Skill(s) Proficient reading, writing, and grammar skills; proficient interpersonal relations, communicative, and presentation skills; ability to work with mathematical concepts such as ratio and trend analysis and ability to interpret trends in each; ability to read, analyze, and interpret industry information, customer financial statements, and tax returns; ability to define problems, collect data, establish facts, and draw valid conclusions; proficient in use of Microsoft Excel, Microsoft Word, information systems, and Internet research; demonstrated leadership 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 20 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Equipment/Machines Automobile Telephone PC/Computer keyboard Printer Fax machine Copy machine Calculator 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

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. The Sales Enablement Business Systems Analyst (BSA) supports the organization by gaining expert knowledge of NewLane's critical business processes and aiding in the design, development, and daily operation of the origination and servicing ecosystem. Collaborating with business owners and technology partners at all levels, the successful Analyst will identify opportunities for process and system optimization, aid the stakeholders in defining initiative scope & requirements as well as documenting the value proposition. Through the understanding of business goals and leveraging of process data, the Business Systems Analyst will work alongside their customers to deliver efficient system interactions and scalable processes and procedures which support NewLane's growth. Our Values: Integrity Passion Teamwork Commitment to Excellence Essential Functions: Obtain detailed, expert knowledge of the Originations & servicing products in use, including but not limited to: Salesforce Sales Cloud/Experience Cloud, Five9 Telephony, HubSpot Marketing Hub. Identify opportunities for improving business processes through information systems and/or non-system-driven changes. Observe and interview users and stakeholders to elicit and document as-is processes and procedures. Work closely with 3 rd party partners to identify unused functionality on currently integrated platforms. Research new products and upcoming releases to existing platforms to aid NewLane's technology innovation. Collaborate with business partners through the definition and deployment of system and process initiatives. Identify metrics for measuring initiative success and create initiative benefit projections. Observe and interview users and stakeholders to elicit and document as-is processes and procedures. Participate in and facilitate user acceptance and regression testing for new system functionality. Communicate changes and monitor post-deployment usage and success measurements. Provide hands-on support for deployed functionality. Support the production ecosystem Manage the setup of new and existing users and their permissions using profiles, permission sets, and roles. Create and maintain custom Salesforce reports, dashboards, list views, and configurations. Assist the user community with questions and troubleshooting issues. Provide technical assistance in training and coaching professional and technical staff. Coordinate with the IT Helpdesk and communicate to NewLane business teams during major technical incidents. Requirements: Excellent verbal and written communication skills. Highly skilled in creating clear and precise processes and procedural documentation. 2+ years supporting production teams on Salesforce Lightning. 4+ years facilitating the implementation of business technologies in financial/lending institutions. Experience with Salesforce Lightning Administration is preferred. Prior experience defining, creating, and presenting reports and dashboards to all levels of the business. Must be process & technology oriented with strong project management skills. Able to read, interpret, apply, and communicate policies and procedures that may be complex. Ability to work in a team environment, recognizes and act on changing priorities. Demonstrated analytical skills. Ability to manage time and multitask. Must have a bachelor's degree in Information Systems; Software Engineering; or Computer Science or an equivalent combination of education and experience as a technical business systems administrator, analyst, and/or other similar relevant experience. 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 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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture Required Qualifications: · Has proven success in consultative sales in financial services or in business-to-business sales · Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers · Is passionate about outside sales and enjoys spending time prospecting · Wants to enhance existing relationships and exceed sales goals · Can analyze financial conditions of clients and industry trends · Can understand and interpret financial statements and cash flow analysis · Has excellent communication skills and demonstrated leadership ability · Enjoys partnering and negotiating with a team of bank employees to solve client issues · Demonstrated management of a client portfolio with focus on relationship development and deepening · Thorough knowledge of small business financial products and services · Familiarity with CRM platforms and other banking systems Desired Qualifications: Community leadership Strong computer skills with an ability to multitask in a demanding environment Undergraduate degree in business, finance or economics preferred or seven years relevant work experience Skills: Client Experience Branding Client Management Client Solutions Advisory Customer and Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management. Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Cherry Hill - 22 W MARLTON PIKE - CHERRY HILL BC (NJ7182) Pay and benefits information Pay range$75,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.

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.

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 Director of Investment Operations and Administration plays a pivotal role in managing the firm's investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to advance the firm's governance and elevate the client experience. Job Responsibilities: Work closely with the CIO and investment team to operationalize investment ideas, streamline trade processes, and drive efficiency in portfolio implementation and centralized account management. Lead the operational onboarding of new strategies, products, and vehicles. Partner with COOs to support trade settlement, reconciliations, portfolio accounting, and performance reporting, ensuring data accuracy and timeliness across systems and third-party providers. Develop and maintain robust operational policies and procedures aligned with regulatory and fiduciary requirements. Support the Investment Committee, Account Review 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. Partner with Compliance and Risk to ensure data integrity, operational controls, and adherence to firm-wide governance standards. Oversee investment systems, databases, and workflow tools to support portfolio management and reporting. Drive automation and digital transformation initiatives across investment operations. Ensure data accuracy, consistency, and accessibility across internal systems. Chair the Private Wealth Advisor Council and provide administrative leadership for the CIO, Investment Research and Strategy team, and the broader investment management business. Manage, mentor, and develop a team of investment operations professionals. Foster a culture of accountability, collaboration, and continuous improvement. Serve as a liaison between the investment, finance, and compliance teams to ensure coordinated and transparent processes. Minimum Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. 10+ years of progressive experience in investment operations or administration within an asset management, endowment, or family office environment. Strong understanding of investment instruments across public and private markets, including alternative investments. Proven experience managing operational infrastructure, vendor relationships, and cross-functional teams. Deep knowledge of portfolio accounting systems, trade workflows, and operational controls. Excellent organizational, analytical, and leadership skills. High attention to detail and commitment to accuracy, integrity, and process excellence. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives. Strategic thinker with a strong execution orientation. Collaborative and solutions-driven with the ability to work effectively across functions. Strong communication and interpersonal skills, with the presence to engage with senior leadership and external partners. Adaptable and proactive in a dynamic, fast-paced environment. Salary Range: $156,562.00 - $257,207.50 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.

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. 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: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

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 powered by a $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). NewLane Finance is Sales Force Developer to support sales enablement and operations. The qualified candidate is responsible for independently working with multiple departments executing support and development of the existing Sales Force CRM. NewLane's Values: Integrity Passion Teamwork Commitment to Excellence Essential Duties and Responsibilities: Partner with internal stakeholders and subject matter experts to design and develop sales workflow, screen design and User experience. Develop custom solutions and interfaces within Salesforce and other integrated applications Consults and/or participates in the requirements, design, and coding walkthroughs to ensure the development of enhancements Create test cases and performs required testing on new development Manage refreshing of sandboxes including sending communication, masking data, triggering, and activating the refreshes Handle periodic data uploads as required by NewLane processes Provide administration support of Salesforce including but not limited to managing customization of objects, fields, record types, page layouts, validation rules, flows, apex, reports and dashboards, etc. Use our case management solution in Salesforce to quickly resolve user issues, identify root causes, and seek long-term solutions. Maintain existing managed packages and navigate system upgrades within the Salesforce environment Support emerging technology initiatives including Agentforce (AI), Onbase Integration (IDP/API), and Vercel Qualifications: Bachelor's or Master's degree in computer science or information technology 3+ years of experience in application development that directly aligns with the specific responsibilities for this position Proficient in Salesforce development/administration including creating and supporting process builders, workflow, flows, triggers, apex, batch apex, communities, email alerts, etc. Experience developing and supporting test classes and migrating code with Metadata Deployments Experience and knowledge of relational databases, data modeling, and ETL tools Proficiency with Apex or comparable languages (Java, C++, C#, VB) Strong ability to translate functional requirements into technical specifications Ability to support and build Lightning Web Components, Aura Components, Visualforce Pages ( Proficiency with JSON, Javascript HTML, SQL ) REST API knowledge preferred Salesforce.com Developer Certification or Salesforce.com Administrator Certification preferred or ability to obtain certification within 365 days of employment 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.

The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products & services. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the client's short-term and long-term financial goals. The Universal Banker will be responsible for opening accounts, handling transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individuals must be a self-starter and goal oriented with a passion to succeed. Essential Functions Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their complete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach. Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships. Drives proactive sales and service conversations through inbound and outbound interactions. Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captured in 360 View. Actively participates in all branch activities, including but not limited to Huddles, Retail Calls and Sales meetings. Meet customers' needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards. Process customer transactions such as deposits, withdrawals, transfers, wires and payments, accurately and efficiently Count, organize, and safeguard cash and other negotiable bank items. Assist customers with inquiries and solve problems in a professional and courteous manner. Perform daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork. Open new accounts ensuring all required documentation is obtained and is accurate. Comply with all established policies and procedures. Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking. Comply with BSA/KYC policies and procedures to mitigate risk and reduce/eliminate fraudulent transactions Completes transactions accurately and ensure the safety of the bank Travel required for meetings, community involvement and assistance covering local branches. Participate in community and volunteer events that are endorsed by the bank. Education and Experience High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. College degree preferred, not required. Prior cash handling or customer service experience Must be extremely organized and detail Must work well in a fast-paced, team environment. Excellent communication skills, both written and verbal, are Excellent computer skills in a Microsoft Windows environment including proficiency in Word, Excel and Outlook are required. Familiarity with bank systems, i.e., CRM, financial apps is strongly preferred. Physical Requirements Ability to sit for long periods of time up to 75% of work hours. Ability to use hands to grasp, handle or feel. Ability to use computer keyboard and system to enter data and process information. Ability to read a computer screen at a close distance. Ability to communicate, hear, and see. Ability to use telephone to communicate with others. Ability to use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, etc. Working Conditions Moderate sound as in business office with office machines, computers, and people traffic. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

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. WSFS Bank is currently seeking a Mortgage Compliance Analyst for our WSFS Mortgage division located in Bryn Mawr, PA. The Mortgage Compliance Analyst performs routine compliance tasks and deals with routine compliance issues, typically concerning documentation and reporting. The incumbent will follow established guidelines and procedures and may assist in monitoring regulatory or audit issues. This is a full-time position, located in Bryn Mawr, PA. The schedule is a 40 hour work week M-F 9:00AM - 6:00PM. Job Responsibilities: Responsible for analyzing line of business impact of new and changing mortgage compliance regulations including, but not limited to: Truth in Lending Act, RESPA, Flood Disaster Protection Act, Homeowners Protection Act, Bankruptcy and Foreclosure, State Servicing, Fair Lending, UDAAP, HAMP, Service Member's Civil Relief Act, Equal Credit Opportunity Act, and Fair Credit Reporting Act. Provide guidance to the Residential Mortgage in all aspects of compliance and take a consultative approach to the compliance process. Serve as a resource for regulatory matters and compliance related initiatives relating to mortgage lending. Help develop compliance training material and train employees to implement the processes necessary to attain the objectives of the Bank's Compliance Program. Maintain an advanced awareness of regulatory and legislative developments and industry trends. Minimum Qualifications: Bachelor's Degree in business or related major or equivalent work experience is required. Minimum of 5 years of mortgage servicing experience is required. Current working knowledge of mortgage servicing regulations is required. Knowledge and experience with industry standard operating systems is required. Basic underwriting, product knowledge and comfort with mortgage terminology is required. Strong customer service skills are required. Excellent organizational skills are required. Must have a proven track record of dependability. Must be able to multi-task and work in a fast pace environment. Must have strong verbal and written communication skills. Must be proficient in using Windows and Microsoft software products. Must be able to work in a deadline driven environment. 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 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