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WSFS Bank jobs in Wilmington, DE - 359 jobs

  • Software Quality Assurance Test Lead

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Wilmington, DE

    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 Software Quality Assurance Test Lead will be responsible for developing, documenting, and maintaining software test strategies, plans, and automation. The Software Quality Assurance Test Lead will lead the testing efforts across multiple project teams. This role is a working lead position to help define, develop, and implement QA/QC strategy, governance and project level solutions for multiple applications, 3rd party software and teams. Role Responsibilities Understand how all elements of the WSFS and 3rd party software ecosystem work together and develop test driven QA approach with automation that fit the overall strategy. Oversee and participate in test execution / testing cycles. Identify, execute, and communicate opportunities for improvement in QA throughout the project lifecycle. Foster a positive and proactive work environment, emphasizing respect for individuals, high standards of quality, customer service, innovation, and teamwork. Track QA execution metrics and reporting QA results to development managers and technology executives. Develop/implement policies to ensure Audit readiness through having a working understanding of Governance, Risk, and Compliance. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Minimum Qualifications Bachelor's degree in Computer Science, Information Technology or related technology discipline or combination of education and/or equivalent work experience. Must have a minimum of 3 years of experience as a Quality Assurance Lead. Prior banking and/or financial services industry experience preferred. Must have a minimum of 5 years of experience with software automation testing tools such as Selenium, Confluence, Cucumber. Demonstrated experience with Test Strategy and Test Data Development and Execution. Strong ability to execute and work independently with good judgement and proper level of escalation when required. Working knowledge of software applications, database structures, including internet, intranet, client-server, and reporting technologies. Proven capabilities in project and user-testing management using Agile and Waterfall methodologies Ability to discern quality/defect trends via testing data, metrics, reports. Ability to assess, propose and implement solutions/continuous improvements. Must be able to demonstrate effective and professional written, verbal, and non-verbal communication. Ability to collaborate well up and down the organization in a fast-paced work environment. Ability to autonomously multitask across projects. Adaptable to the rapidly changing requirements of a fast-paced organization. Testing REST and SOAP services using SOAPUI and Postman is preferred. Automation of testing REST and SOAP services using Jenkins, NewMan etc. is preferred. Hands on expertise in a variety of test automation frameworks/tools (e.g., Protractor JS Framework, TestNG, SOAPUI, Appium), and script development using scripting languages (e.g., Java, JS, Python, Bash, etc.) is preferred. Hands-on programming experience (e.g., Java,JS, C, SQL DB querying) and source configuration tools (GIT, SVN, MKS, etc.) is preferred. Experience working with software delivery methodologies, frameworks, and best practices (Agile and Iterative Waterfall) and DevOps operations and integration of testing into the DevOps pipeline is preferred. Salary Range: $75,502.00 - $124,039.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $75.5k-124k yearly Auto-Apply 8d ago
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  • Commercial Division Business Unit Risk Officer

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Wilmington, DE

    At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Commercial Division Business Unit Risk Officer position is designed to strengthen our risk culture and embed robust risk management practices across our business unit operations. As a dedicated risk leader, you will serve as the primary point of contact for all risk-related matters within the business unit, partnering closely with senior leadership, Enterprise Risk Management (ERM), Compliance, and Internal Audit teams. This role is critical to advancing risk-informed decision-making, ensuring alignment with our risk appetite, and meeting regulatory and internal expectations. Job Responsibilities: Act as the business unit's primary contact for all risk matters. Build strong relationships with senior leadership and stakeholders to maintain awareness of operations, processes, and emerging risks. Lead quarterly risk assessments and present findings to executive leadership. Identify, assess, and escalate risk issues, control failures, and breaches. Recommend updates to policies and procedures to align with risk protocols. Track and ensure timely remediation of corrective action plans. Develop and manage Key Risk Indicators (KRIs) and investigate threshold breaches. Own the Risk and Control Self-Assessment (RCSA) process and address control gaps. Proactively identify opportunities to strengthen risk controls. Report operational risk events and document lessons learned. Review remediation plans for adequacy prior to validation testing. Serve as a visible risk leader, promoting risk awareness and compliance. Ensure associates understand and fulfill risk responsibilities. Actively participate in Risk Council meetings. Present KRIs, risk assessments, and action plans to the Management Risk Committee. Minimum Qualifications: Bachelor's degree in a business-related field required; MBA or professional certification preferred. 7-10 years of experience in financial services, with a focus on risk management, compliance, or internal audit. Strong knowledge of ERM and ORM frameworks, banking regulations, and commercial banking operations. Familiarity with laws and regulations such as BSA/AML, OFAC, Regulation B/ECOA, HMDA, CRA. Experience with the three lines of defense risk management model. Must have analytical skills and an eye for detail. Must have strong oral and written communication skills. Ability to work with others effectively and collaboratively at all levels in the organization. Knowledge of and ability to interpret and apply relevant laws and regulations impacting the Commercial Banking Division (e.g., commercial lending, financial crime, AML/BSA, capital markets). Knowledge of banking products and operations, key processes, controls, and exposure. Salary Range: $90,604.00 - $148,847.50 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.
    $90.6k-148.8k yearly Auto-Apply 6d ago
  • Relationship Banker - Wilmington Market

    Bank of America 4.7company rating

    Media, PA job

    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.
    $28k-36k yearly est. 7d ago
  • Delaware Trust Administrative Officer II

    Bank of America Corporation 4.7company rating

    Wilmington, DE job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Delaware Trust Administrative Officer II, Wilmington - The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate. Responsibilities - The Delaware Trust Administrative Officer II is an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. * Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. * Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. Qualifications: * Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements. * BS/BA degree preferred or equivalent experience required * Paralegal studies with relevant legal and/or trust administrative experience preferred * Financial Institution experience focusing on high-net-worth client service a plus Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
    $73k-102k yearly est. 5d ago
  • CVL Dealer Sales - Retail Client Manager

    Bank of America 4.7company rating

    Wilmington, DE job

    Wilmington, Delaware **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 developing and managing dealer relationships to increase the volume of auto applications and loan production sales. Key responsibilities include prospecting new clients, sharing and communicating program benefits, and upon signing, managing all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Job expectations include identifying and deepening opportunities, driving referrals to enterprise capabilities, and participating in local market leadership team activities. **Responsibilities:** - Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales - Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained - Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed - Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank - Captures market intelligence and delivers feedback to leadership team - Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences **Skills:** + Business Development + Client Management + Customer and Client Focus + Influence + Prospecting + Active Listening + Adaptability + Negotiation + Networking + Relationship Building + Client Solutions Advisory + Emotional Intelligence + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **required** **qualifications** : + 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience + Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships + The ability to be a strong individual contributor with a team player attitude. + Ability to drive long distances with possible overnight stays **desired** **qualifications** + The ability to work independently or in a team environment + Established dealer relationships within the market + Undergraduate degree **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.
    $55k-80k yearly est. 30d ago
  • Manager Research Analyst

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Berwyn, PA

    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.
    $62.9k-103.4k yearly Auto-Apply 31d ago
  • Temporary Corporate Trust Custody Administrator

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Wilmington, DE

    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 temporary Corporate Trust/Custody Administrator to support our Custody Team within the Christiana Trust division. This temporary position provides valuable hands-on experience in corporate trust operations while supporting the administration of assigned corporate trust and custody accounts. The Temporary administrator will work alongside experienced team members to assist with account management, transaction processing, and client service activities. What This Position Offers: An opportunity to work directly with Associates across the Custody Team to learn day-to-day operations and business strategies. Hands-on experience in corporate trust administration and custody operations. A dedicated mentor to provide guidance and support throughout the assignment. Exposure to various aspects of trust administration including account management, transaction processing, and client interaction. Professional development through on-the-job training and team collaboration. Job Responsibilities: Assist with the administration of assigned corporate trust and custody accounts under supervision. Support the processing and review of daily transactions for assigned accounts. Help prepare and compile required reports on a monthly or as-needed basis. Assist with account maintenance activities including new account openings, updates, and documentation. Support client communication efforts and respond to routine inquiries under guidance of senior administrators. Review and organize trust and agency agreements and related documentation. Participate in account review processes and help maintain accurate account records. Assist with special projects and assignments as directed by management. Collaborate with team members to ensure efficient workflow and quality service delivery. Learn and apply bank policies, procedures, and regulatory requirements related to corporate trust operations. Minimum Qualifications: Must be at least 18 years of age. Must have a high school diploma or equivalent. Previous internship or work experience in banking, financial services, or related field. Coursework in finance, accounting, business administration, or related area. Strong analytical and problem-solving skills. Excellent verbal, interpersonal, and written communication skills. Ability to work independently and as part of a team. Detail-oriented with strong organizational skills. Ability to handle multiple tasks and prioritize effectively. Strong computer proficiency, including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Must have reliable transportation. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future. Salary Range: $31,500.00 - $51,748.50 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.
    $31.5k-51.7k yearly Auto-Apply 3d ago
  • Cash Management Officer - Malvern, PA

    Mid Penn Bancorp Inc. 3.9company rating

    Malvern, PA job

    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.
    $66k-91k yearly est. Auto-Apply 27d ago
  • Cash Connect Paralegal

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Newark, DE

    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 Cash Connect Paralegal and Contract Administrator supports the legal and operational functions for the Cash Connect division, with a focus on financial services, cash logistics and armored carrier operations. This role ensures the accuracy and compliance of contracts, supports legal documentation and research, and helps mitigate risk across the business. The position requires strong attention to detail, legal acumen, and the ability to work cross-functionally in a fast-paced, security-sensitive environment. The Cash Connect Paralegal will be responsible for drafting, reviewing and negotiating a wide range of contracts and legal documents. Job Responsibilities: Draft, review, and manage contracts including service agreements, NDAs, vendor contracts, and armored transport agreements. Draft, revise and negotiate contracts including service agreements, vendor contracts, NDAs, and amendments Ensure contracts comply with applicable laws, industry regulations and internal policies and collaborate with internal departments (TPRM, Legal, Operations, Risk, Finance) to ensure contract terms align with business and security requirements. Collaborate with internal stakeholders to align contract terms with operational and strategic goals. Maintain a centralized contract repository and track key dates (renewals, expirations, compliance deadlines). Monitor, maintain and support vendor and clients records including renewals, expirations, insurance requirements, compliance obligations, insurance and risk assessments. Serve as the primary legal contact for internal and external counsel and counterparties during contract negotiations. Communicate legal positions clearly and professionally in verbal discussions and meetings Facilitate resolving contract disputes with support from internal business lines and clarify legal language to protect division and Bank's interests. Conduct legal research on banking, transportation, and regulatory matters. Assist in preparing legal documents, filings, and correspondence with financial institutions and government agencies. Assist in supporting any litigation and claims management, including incident documentation and coordination with internal and external counsel. Maintain confidentiality and handle sensitive legal and operational information with discretion. Monitor changes in relevant laws and regulations (OCC, FDIC, Federal Reserve), and assist in updating internal division policies and procedures. Assist in implementing division policy updates and ensuring contract templates are periodically reviewed in conjunction with business and counsel to reflect current legal standards. Support internal audits and compliance reviews related to contracts and legal obligations. Assist in vendor risk assessments and ensure contractual obligations are met. Provide guidance to division on contract interpretation and risk exposure. Organize and maintain legal files and records. Coordinate communication across division with internal and external partners. Assist with onboarding and training related to contract processes and compliance. Minimum Qualifications: Bachelor's degree in Legal Studies, Business Administration, or related field. Paralegal certification required. 3+ years in legal or contract administration, preferably in financial services or armored carrier operations and cash logistics. Experience working with vendor risk frameworks. Ability to manage multiple priorities and meet deadlines in a high-security environment. Management experience will be managing a staff of 2 Must have proven ability to quickly learn new areas, as well as solid understanding of all major parts of the business. Strong understanding of contract law, banking regulations, and transportation compliance. Proficiency in Microsoft Office and contract management systems. Excellent organizational and analytical skills. Must have strong verbal communication skills to engage with clients and their counsel, resolve disputes, and represent the company's interests in contractual matters. Salary Range: $52,433.00 - $86,137.25 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $52.4k-86.1k yearly Auto-Apply 10d ago
  • Retail Office Manager III- Delaware County

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Aston, PA

    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 10 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: $75,502.00 - $124,039.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit *************************************** WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at ********************. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $75.5k-124k yearly Auto-Apply 60d+ ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America Corporation 4.7company rating

    Newark, DE job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights * Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products * Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape * Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners * Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: * Minimum 3 years SAS/SQL Coding knowledge and/or experience * Ability to manage multiple projects in a complex and rapidly-changing environment * Ability to work independently as well as part of a team * Demonstrate strong analytical skills * Previous risk/fraud analysis, strategy development, or related experience * Strong written and oral communication skills * Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: * 5+ years of risk analysis, strategy development, or related experience * 5+ years of SAS or SQL Coding experience * Prior experience in Authentication, Fraud, Debit Card or other related risk fields * Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) * Experience managing relationships and projects with external vendor partners Skills: * Analytical Thinking * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Collaboration * Innovative Thinking * Monitoring, Surveillance, and Testing * Presentation Skills * Risk Management * Data Visualization * Interpret Relevant Laws, Rules, and Regulations * Issue Management * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $93k-132k yearly est. 12d ago
  • Sales Support Specialist

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Philadelphia, PA

    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
    $37k-43k yearly est. Auto-Apply 60d+ ago
  • Director of Investment Operations & Administration

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Berwyn, PA

    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.
    $156.6k-257.2k yearly Auto-Apply 48d ago
  • Banking: Commercial Loan Senior Credit Analyst

    Mid Penn Bancorp Inc. 3.9company rating

    Malvern, PA job

    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.
    $73k-96k yearly est. Auto-Apply 13d ago
  • Mortgage Processor

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Bryn Mawr, PA

    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.
    $41.3k-67.8k yearly Auto-Apply 60d+ ago
  • Fraud Analytics and Innovation Senior Leader - Industry Trends and Capabilities Leader

    Bank of America Corporation 4.7company rating

    Newark, DE job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance. We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence. Responsibilities: * Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance * Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s) * Identifies business trends based on economic and portfolio conditions and communicates findings to senior management * Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work * Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions * Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance * Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics * Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights * Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments. * Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies. * Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era. * Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness. * Lead the selection and evaluation of promising 3rd party solutions: * Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards. * Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness. * Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including * Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes Required Qualifications: * 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments. * Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field Desired Qualifications: * Master's degree (e.g., MBA) or equivalent professional certifications preferred. * Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution. * Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies. * Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks. * Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness. * Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution. Skills: * Strategic Thought Leadership * Business Analytics * Data and Trend Analysis * Fraud Management * Problem Solving * Artificial intelligence / Machine Learning * Innovative Thinking * Statistical Design of Experiments and Solution Testing * Presentation Skills * Risk Management * Oral and Written Communications It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40
    $99k-125k yearly est. 31d ago
  • Delaware Senior Trust Officer

    Bank of America Corporation 4.7company rating

    Wilmington, DE job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a seasoned Trust Officer providing Delaware Trust Law expertise to the national markets. Delaware STO works closely with national Private Bank teams and ML fiduciary advisors to achieve strategic objectives of PWM markets overall. The Delaware STO's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in national markets. Responsible for the Delaware STO book's management of fiduciary risks and trust policy adherence. Able to mentor more junior associates. Well-respected internally and externally (e.g. COI) with proven ability to partner effectively. Key Responsibilities: * Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach to provide superior client service. * Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in the trust agreement and make recommendations regarding how the Trust Company should exercise discretionary powers pursuant to the terms of the governing instrument. Confer with co-trustee (if any) to obtain his/her approval. Communicate the decision to client. * Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence. Utilize risk management tools, such as the overdraft report, daily transaction report, etc. * Communicate with investment advisors, portfolio managers, and financial advisors regarding investment matters and liquidity needs. * Work with the Account Opening Group to open trust accounts. Interpret the governing instrument to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures. * Must have detailed knowledge of how trusts function and are administered. Prior experience administering Delaware Directed Irrevocable Trusts is preferred. * Need to be detail-oriented and be able to manage multiple priorities and projects. The trust officer should have excellent time management and organizational skills. Since the trust officer will interact with clients and their advisors, the trust officer should also have very strong communication and interpersonal skills. * Must be able to effectively coordinate with the Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns. * Eager to contribute ideas to continuously improve systems and processes to ensure we can deliver the best possible service for our clients. * Willing to mentor junior associates to help with their growth and development. * Adhere to the Bank's core values of delivering together, acting responsibly, realizing the power of our people, and trusting the team. Desired Qualifications: * 7 plus years of trust experience * Bachelor's degree or equivalent experience, CTFA or JD highly preferred. Skills: * Account Management * Analytical Thinking * Attention to Detail * Client Management * Customer and Client Focus * Active Listening * Collaboration * Critical Thinking * Prioritization * Relationship Building * Mentoring * Oral Communications * Organizational Effectiveness * Problem Solving * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
    $61k-94k yearly est. 2d ago
  • Mortgage Banking Advisor

    Wsfs Bank 4.3company rating

    Wsfs Bank job in Wilmington, DE

    At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose. The Mortgage Banking Advisor will be responsible for providing administrative and sales support to a team of Mortgage Loan Originators (MLOs). The incumbent will provide a wide range of duties related to day-to-day sales functions, and will act as the main facilitator for communications between the MLO and customers. Job Responsibilities: Work with customers to set expectations around appointments, loan statuses, rate inquiries, and other information. Confirm appointments and review documents with customers at the time of the applications to ensure efficiency. Provide marketing support to Mortgage Loan Originators, and act as a liaison between Customers and MLOs. Attend in-person loan closings at Customer's homes or places of business and be willing and able to travel to locations in Philadelphia, Southeastern Pennsylvania, and Delaware. Be self-motivated, able to work in a dynamic team environment, ambitious, and looking to pursue a career in Residential Mortgage sales. Minimum Qualifications: Must have a Bachelor's Degree in a business-related field or equivalent work experience. Must have previous sales and customer service experience. Must have the ability to travel to different Bank and Customer locations to perform loan closings. Must be registered or be able to register with the Nationwide Mortgage Licensing System (NMLS). Previous experience in residential mortgage originations is preferred. Must have excellent oral and written communications skills. Must have the ability to resolve problems quickly and independently. Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority. Salary Range: $44,146 - $44,146 In addition to a base salary, this role is eligible to earn commissions based upon individual production. 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.
    $44.1k-44.1k yearly Auto-Apply 51d ago
  • Software Engineer III-Python

    Bank of America Corporation 4.7company rating

    Newark, DE job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Responsibilities: * Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements * Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained * Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack * Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle * Performs spike/proof of concept as necessary to mitigate risk or implement new ideas * Automates manual release activities * Designs, develops, and maintains automated test suites (integration, regression, performance) Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. * Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. * Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. * Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. * People Manager & Coach: Knows and develops team members through coaching and feedback. * Financial Steward: Manages expenses and demonstrates an owner's mindset. * Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. * Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications * 8 years of minimum experience required . * Expert Python development skills * Hands-on experience in application development in one or more areas MongoDB, Redis, Angular/React Frameworks, Containerization. * Experience with AI/ML/GenAI Lifecycle Management and Development and its Ecosystem. Hands on experience building frameworks using MLFlow, KubeFlow, Fine - Tuning techniques, Inference Frameworks * Building API based application leveraging FAST API services, JWT Integration, API Gateway * Working in large sized teams that collaboratively develop on a shared multi-repo codebase using IDEs (e.g. VS Code rather than Jupyter Notebooks), Continuous Integration (CI), Continuous Deployment (CD) and Continuous Testing * Hands-on DevOps experience with one or more of the following enterprise development tools: Version Control (GIT/Bitbucket), Build Orchestration (Jenkins), Code Quality (SonarQube and pytest Unit Testing), Artifact Management (Artifactory) and Deployment (Ansible) Desired Qualifications * Experience developing RAG, MCP modules Skills: * Application Development * Automation * Influence * Solution Design * Technical Strategy Development * Architecture * Business Acumen * DevOps Practices * Result Orientation * Solution Delivery Process * Analytical Thinking * Collaboration * Data Management * Risk Management * Test Engineering Shift: 1st shift (United States of America) Hours Per Week: 40
    $89k-114k yearly est. 5d ago
  • Universal Banker - Washington

    Unity Bank 4.3company rating

    Washington, NJ job

    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.
    $29k-34k yearly est. 24d ago

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