✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Pa

269 positions found

Clerk
✦ New
Salary not disclosed

Clerk

Location: 1244 Claremont Road, Carlisle, PA, 17015, United States
Base Pay: $18.00 - $20.00 / Hour
Employee Type: FT Non-Exempt
Required Degree: High school
Manage Others: No
Description Lane Enterprises is excited to welcome a Clerk to their team! From generous benefits, including bonus opportunities and an Employee Stock Ownership Plan (ESOP), to great employee retention, this is a fantastic opportunity to join a thriving organization!

Benefits: Lane offers a generous benefits package to include Medical, Dental, Vision, 401k, Paid Time Off, Paid Holidays, Company paid Life Insurance, Voluntary Life Insurance, ESOP opportunity and a generous bonus incentive plan.

Job Summary:
As the Clerk, you will play an integral role in organizational service and strength of our company. You will provide administrative support, greet and direct visitors, and answer and respond to calls and emails.

Essential Responsibilities:
    • Provides administrative support to plant operation and sales functions.
    • Handles telephone contacts in a professional manner and assists with customer inquiries and product pricing.
    • Enter information pertaining to quotations, orders, shipments, invoices, receipts, consumption and production or other information related to Lane business, into our ERP system.
    • Commands a working knowledge of company products and detailed knowledge of office practices and procedures.
    • Create purchase orders, prepare packing slips, and print bill of ladings.
    • Call customers daily and obtain directions and schedule drop off for drivers. Prepare directions to each location via Google maps and estimate time of delivery.
    • Notify Loaders which loads have to be certified by obtaining heat number off pipe. Obtain certifications for any state jobs by downloading from state website. Print and attach to BOL. Send to Contractor.
    • Cross training – must be able to understand responsibilities of all clerks and fill in while others are out or help when needed.
    • Sort incoming mail and file.
    • Prepares UPS Shipments.
    • Year-end file preparation by packing folders or scanning documentation.
    • Assist in planning and scheduling shipments, inter-company transfers, walk in sales and customer pick-ups, credit and collection inquiries, basic quoting.
    • Communicate with the Yard/truck drivers via phone or radios.

Requirements
    • Must be proficient in Microsoft Office and Adobe Reader.
    • Skilled at project management and managing multiple projects simultaneously.
    • Ability to manage deadlines and effectively prioritize.
    • Professional verbal and written communication skills.
    • Team orientated.
    • Strong Customer Service skills.
Education and Experience:
    • High School Diploma or Equivalent
    • 2-3 years’ Administrative or Office experience in a manufacturing environment.
    • 2-3 years’ demonstrated experience in providing customer service at all levels of an organization.
    • Experience with Material Processing, A/P, A/R, Purchasing and Raw Materials
    • Experience with ERP system.
Physical Requirements:
    • Work is performed in a standard office environment.
    • Ability to sit at a desk for 8 hours per day.
    • Must be able to ascend and descend stairs, and where applicable and when necessary, to perform various job-related tasks.
Lane Enterprises is an Equal Opportunity Employer (EOE)

Compensation details: 18-20 Hourly Wage



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Job Financial Analyst
✦ New
🏢 AMETEK
$33.65
Pittsburgh, PA 8 hours ago
Financial Analyst

Location: Pittsburgh, PA, US, 15238

Business Unit: E&PI

Summary: The Financial Analyst is responsible for cost accounting activities with an emphasis on inventory management and cost analysis. This role includes preparing journal entries, reconciliations, and monthly reporting, as well as supporting FP&A activities such as budgeting and forecasting. While fixed asset accounting (currently in FAS, transitioning to SAP) is part of the role, it represents a smaller portion of responsibilities. The position also involves quarterly SOX compliance tasks, ad hoc projects, and additional recurring responsibilities as time permits.

Key Responsibilities:

  • Maintain and analyze inventory cost records and ensure accuracy of cost accounting processes.
  • Prepare and post journal entries related to inventory and costing activities.
  • Perform monthly and quarterly account reconciliations.
  • Prepare various monthly inventory and costing reports.
  • Perform job costing reporting and analysis, including weekly job closings and variance analysis.
  • Coordinate annual physical inventories at all sites and support year-end inventory standards revision.
  • Support cycle count processes by monitoring variances, reconciling discrepancies, and ensuring inventory accuracy.
  • Perform quarterly LIFO and obsolete/slow-moving inventory reporting and analysis.
  • Support FP&A activities, including budgeting, forecasting, and variance analysis.
  • Assist with internal and external audits related to inventory and costing.
  • Perform quarterly SOX compliance activities, including documentation, testing, and reporting for relevant controls.
  • Manage fixed asset accounting, including additions, disposals, depreciation, and reconciliations in FAS (transitioning to SAP).
  • Participate in ad hoc projects and provide support for additional recurring responsibilities as needed.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum 3 years of accounting experience, preferably with cost accounting in a manufacturing environment.
  • Strong understanding of inventory accounting principles; familiarity with fixed asset accounting a plus.
  • Experience with ERP systems (FAS and SAP preferred).
  • Advanced Excel skills; proficiency in Microsoft Word.
  • Strong analytical skills and attention to detail.
  • Ability to manage multiple priorities and meet deadlines.

Preferred Skills:

  • Experience in manufacturing or industrial environment.
  • Familiarity with FP&A processes and financial modeling.
  • Knowledge of SOX compliance requirements and internal controls.

Compensation:

Employee Type: Salaried

Salary Minimum: $70,000

Salary Maximum: $105,000

Incentive: No

Disclaimer: Where a specific pay range is noted, it is a good faith estimate at the time of this posting. The actual salary offered will be based on experience, skills, qualifications, market / business considerations, and geographic location.

AMETEK is committed to making a safer, sustainable, and more productive world a reality. We use differentiated technology solutions to solve our customers' most complex challenges. We employ 21,000 colleagues, in 35 countries, that are grounded by our core values: Ethics and Integrity, Respect for the Individual, Inclusion, Teamwork, and Social Responsibility. AMETEK (NYSE:AME) is a component of the S&P 500. Visit for more information.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should call 1 (866) 263-8359.

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Cashier
✦ New
Salary not disclosed
Schedule: Part timeAvailability: Morning And/Or Evenings (Includes Weekends). Age Requirement: Must be 18 years or olderLocation: King of Prussia, PAAddress: 1 Village DrPay: $16.50 / hourJob Posting: 03/16/2026Job Posting End: 03/26/2026Job ID:R0274160

At Wegmans, our cashiers make sure customers end their shopping trips with a positive experience. In this role, you'll provide proactive incredible customer service as you assist customers in both traditional checkout and self-checkout lanes. You'll leave a lasting impression and transform first-time shoppers into loyal Wegmans customers!

What will I do?

- Engage customers in friendly conversation while making eye contact and smiling; proactively offer additional assistance, thank customers for shopping at Wegmans
- When on register, efficiently and accurately scan items and process payments
- Properly bag items to ensure products arrive at their destination in the condition they left the store
- When in self-checkout area, manage traffic flow, direct customers to available lanes, ensure the lanes are in good working order and assist customers with system troubleshooting
- Maintain a clean, organized, and well-stocked work space

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

- Paid time off (PTO) to help you balance your personal and work life
- Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
- Health care benefits that provide a high level of coverage at a low cost to you
- Retirement plan with a 401(k) match
- A generous scholarship program to help employees meet their educational goals
- LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

+

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

- Paid time off (PTO) to help you balance your personal and work life
- Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
- Health care benefits that provide a high level of coverage at a low cost to you
- Retirement plan with a 401(k) match
- A generous scholarship program to help employees meet their educational goals
- LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.
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Mortgage Originator (Regional Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 8 hours ago
Description

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.


Supervisory Responsibilities:

No direct reports


Essential Functions:

  • Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
  • Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
  • Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
  • Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
  • Negotiate terms and conditions of real estate loans with borrowers.




Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Must meet loan originator standards under the Truth in Lending Act.
  • Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
  • Ability to pass FBI background check.
  • Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
  • Strong sales skills.
  • Ability to function well in a high volume, fast paced environment.
  • Ability to work through member situations and provide effective and accurate resolutions.
  • Strong organizational skills and attention to detail.
  • Proven ability to meet deadlines.
  • Proficient with Microsoft Office Suite and mortgage origination systems.
  • Ability to travel.
  • Ability to network with realtors if the opportunity presents itself.
  • Ability to participate in member educational activities.
  • Knowledge and understanding of different loan types and products.


Education / Experience:

  • Bachelor's degree in business administration or related discipline or equivalent experience.
  • Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
  • Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
  • Experience in using an automated loan origination systems including automated underwriting platforms.
  • Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
  • Experience with government programs such as FHA/VA is a plus.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
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CNB Bank, Community Office Manager
✦ New
Salary not disclosed
Saint Marys, PA 8 hours ago

Description

Office managers are role models who exemplify our organization's core values. They lead and develop their team to achieve performance goals while providing outstanding, personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Monitor branch performance metrics and implement strategies to meet goals.
  • Drive and grow the office's loan and deposit portfolios through proactive client relationship management, business development, and community engagement.
  • Manage the office's daily operations, including cash flow, reporting, account management and security procedures.
  • Ensure customer satisfaction by addressing customer inquiries, resolving issues, and improving service processes.
  • Lead the branch team while promoting employee development, assist with employee recruitment, scheduling and performance evaluations.
  • Focus on driving strategic growth through innovative business development initiatives and strong client relationship management.


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect- Treat colleagues, clients and community members with dignity and fairness. Maintain courteous interactions even during challenging situations.
  • Client Focus- Prioritize customer needs and delivering exceptional service. Ensure clients receive timely and personalized support.
  • Inclusion- Fostering a diverse and inclusive work environment where all clients and employees feel valued and heard.


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership- Guide, motivate, and develop team members while driving the branch's strategic goals. Lead by example, set clear goals, empower staff and maintain the vision that aligns with the bank's mission.
  • Integrity-Uphold ethical standards and honesty in all actions and decisions.
  • Collaboration-Work closely and effectively with different departments and branches to achieve collective goals, share insights, and solve problems.
  • Volunteerism- Engage in community outreach and corporate social initiatives


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability-Hold yourself and others accountable for meeting performance targets, complying with regulations, and upholding company policies.
  • Innovation- Stay updated with industry trends, adopt new technologies and processes, foster a culture of creativity. Find ways to improve efficiency and enhance customer experience.
  • Professionalism- Maintain high standards of conduct, appearance, and communication. Handle all customer interactions, employee relations and business challenges with poise and competence.


SUPERVISORY RESPONSIBILITIES (if applicable)


Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Community Office Manager II/Officer- Proactively prospects and grows Business Banking relationships through outreach and call preparation by gathering all appropriate information needed. Maintains a strong pipeline of prospects through proactive business calling. Ask questions to understand the needs/goals of the business to make appropriate recommendations while looking for opportunities to bring in partners to help strengthen the business's relationship with the bank. Builds the bank's presence in the community.
  • Community Office Manager, AVP- Including the above plus independently processes all Business Banking loan requests up to $250,000. Has the capacity to review and understand financial statements, providing an appropriate analysis of business performance.
  • Community Office Manager, VP- Including the above and focuses on high level strategy, financial performance, and risk management.


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


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Financial Analyst - Reinsurance - Blue Bell, PA
✦ New
Salary not disclosed
Blue Bell, PA 8 hours ago
Back Financial Analyst - Reinsurance #4693 Multiple Locations Apply X Facebook LinkedIn Email Copy Job Description:

Job Description





  • Preparation of various general ledger journal entries.





  • Prepare monthly reconciliations for accounts receivable.

  • Prepare monthly or quarterly reconciliations for various other balance sheet accounts.

  • Completion of cash collection schedules for all business written.

  • Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.

  • Assist in the calculation and reporting of liability treaty reinsurance amounts.

  • Process Concur payments for various Reinsurers.

  • Prepare Ad-hoc reports in excel as needed.

  • Prepare other reconciliations as assigned.

  • Providing additional support with special projects or Audit requests.

  • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.

Requirements:


  • Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.

  • Minimum of one year experience in accounting/finance or related field.

  • Strong verbal and written communication skills.

  • Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.

  • Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.

  • Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

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Compliance Officer(Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 8 hours ago
Description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.


Supervisory Responsibilities:

No direct reports.


Essential Functions:

  • Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
  • Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
  • Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
  • Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
  • Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
  • Coordinate, test and update the Credit Union's business continuity plan.





Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Advanced research, analytical and problem-solving skills.
  • Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
  • Ability to travel.


Education / Experience:

  • Bachelor's degree in business, related discipline, or equivalent experience.
  • Four plus years of compliance experience in the financial industry.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
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CNB Bank, Commercial Relationship Manager
✦ New
🏢 CNB Bank
Salary not disclosed
State College, PA 8 hours ago

Description

The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES


Client Relationship Management

  • Serve as the primary point of contact for a portfolio of commercial clients.
  • Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
  • Conduct regular client reviews to assess financial needs and satisfaction.

Credit and Lending

  • Analyze financial statements and assess creditworthiness of clients.
  • Structure and negotiate commercial loans and credit facilities.
  • Work with credit analyst to assist with the underwriting of credit proposal.
  • Approves loans within specified limits or present loans to loan committee for approval.


Portfolio Management

  • Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
  • Identify and mitigate potential risks within the portfolio.
  • Ensure compliance with internal policies and regulatory requirements.


Business Development

  • Identify and pursue new business opportunities through networking, referrals, and market research.
  • Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
  • Collaborate with product specialists to deliver comprehensive financial solutions.


Internal Collaboration

  • Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
  • Participate in team meetings.
  • Ensures loan documents are complete and accurate according to policy.


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect - Demonstrate that the feelings and rights of others are valued
  • Client Focus - The relationships built with customers/co-workers are top priority.
  • Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
  • Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
  • Collaboration - Work with others to produce or create excellence.
  • Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability - Maintain personal responsibility
  • Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
  • Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.


POSITION LEVEL(S) EXPECTATIONS


Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:

  • Track record of business development and client acquisition
  • Level of understanding of financial statements and risk assessment
  • Familiarity with regulatory requirements and compliance standards
  • Portfolio management
  • Client relationship development
  • Level of experience with structuring and negotiating loan terms


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


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CNB Bank, Retirement Administrator
✦ New
🏢 CNB Bank
Salary not disclosed
Clearfield, PA 8 hours ago

Description

Retirement Administrator is responsible for the oversight of Individual Retirement Accounts (IRA's) and Health Savings Accounts (HSA's) with regards to regulatory reporting, regulatory updates and daily management of the accounts. Responsible for the management of retirement staff (IRA Representatives, Specialists and Leads) to ensure all tasks are completed accurately, timely and within regulatory requirements for auditing.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Ensure all IRS Regulations are adhered to for IRA's and HSA's that are offered by CNB Bank and its family of banks.
  • Oversight of all regulatory reporting for tax and withholding purposes to ensure CNB Bank compliance
  • Management and training of all Retirement staff
  • Ensure all training of IRA's and HSA's is coordinated with the Learning & Development team.
  • Drive strategic goals for grow and shareholder value

ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect: Speak with others with kindness, empathy and fairness
  • Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
  • Inclusion: Encourage diverse viewpoints and contributions in decision-making collaboration


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership: Demonstrate ability to positively influence others to achieve
  • Integrity: Demonstrate ethical judgement and accountability, fostering trust within the team and with our customers
  • Collaboration: A mindset that values shared success over individual recognition
  • Volunteerism: A recognized and visible presence in serving our communities


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability: Personal responsibility for assigned areas and actions
  • Innovation: Applies creative thinking and forward-looking solutions to drive continuous improvement and adapt to evolving challenges.
  • Professionalism: Reflects skill, good judgement, and positive conduct


SUPERVISORY RESPONSIBILITIES (if applicable)


Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.

  • Oversees Retirement Services
  • Support to all front-line staff and support areas
  • Development and succession planning for Retirement Services personnel


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Retirement Administrator Officer
  • Depending on years of experience and education
  • AVP Retirement Administrator
  • Depending on years of experience, education and certifications


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. Experience of 2 - 5 years in supporting or managing of retirement portfolio. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, retirement system, statement processing system, IRS reporting and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 30 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG


Not Specified
View & Apply
Teller
✦ New
Salary not disclosed
Wyomissing, PA 8 hours ago
Description

NO SATURDAY HOURS

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!


Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Diamond Credit Union is looking for full-time Tellers who deliver an "All-Star" member experience to our friends and neighbors in the community. Our Tellers don't just work for a financial institution; they help make a difference in the community.


All-Stars are team members who get recognized by our members for going above and beyond for them. All-Star Tellers are employees who make our members feel their experience was exceptional. Our Tellers are employees who believe in doing more for our members and more for our community.


Position Summary:

Teller efficiently handles members' financial transactions while providing exceptional service and identifying opportunities where Diamond can assist members in achieving their financial goals.


Supervisory Responsibilities:

No direct reports.


Work Location:

  • Assigned Branch location.
  • Ability to travel between branch locations when needed.


Essential Functions:

  • Process daily member transactions in a prompt, accurate and efficient manner; these transactions include withdrawals and deposits, check cashing, transfers, advances of Credit Card and Line of Credit products, and redemption of saving bonds.
  • Responsible for the operation and balancing of a teller drawer.
  • Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience.
  • Support branch development initiatives, execute assigned branch development tactics and meet individual goals.
  • Effectively handle and resolve member complaints, conflicts, questions, and general inquiries pertaining to their account.




Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
  • Good organizational skills and attention to detail.
  • Good technical skills and ability to work with multiple systems.
  • Ability to be available at 8:30am M-F.
  • Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri.


Education / Experience:

  • High school diploma or equivalent.
  • One year of cash handling/customer service experience.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Not Specified
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CNB Bank, Secured Lending Commercial Specialist
✦ New
🏢 CNB Bank
Salary not disclosed
Clearfield, PA 8 hours ago

Description

Secured Lending Commercial Specialist will be responsible for providing the information needed to order and review appraisals, environmental and feasibility studies. In addition, a Secured Lending Commercial Specialist will input floor plans, manage construction project files, handle project funding and advise on project progress.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Request appraisals
  • Appraisal Reviews - Internal and External
  • Construction Draw Monitoring
  • Environmental Reviews
  • Floorplan Additions/Validation


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect: Speak to others with kindness, and fairness
  • Client Focus: Deliver consistent, high-quality service that builds trust and loyalty
  • Inclusion: Encourage diverse viewpoints in decision making


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:

  • Leadership: Demonstrate ability to positively influence others to achieve
  • Integrity: Strong business ethics and honest behavior
  • Collaboration: Works positively with others to produce the best results
  • Volunteerism: A visible presence in serving our communities


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability: Take responsibility for assigned duties and actions
  • Innovation: Think creatively for better processes to create efficient workflow
  • Professionalism: Be respectful, use good judgment, and have a positive attitude


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Secured Lending Commercial Specialist I: will focus on residential 1-4 family appraisals, appraisal ordering, and floor plan additions.
  • Secured Lending Commercial Specialist II: will also handle commercial appraisals and construction funding for loans under $1 million. In addition to the previous tasks.
  • Secured Lending Commercial Specialist III: will handle any commercial appraisals and construction funding for loans over $1 million. In addition to previous tasks.


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Complete appraisal webinars and research on appraisal regulations. Be willing to participate in CNB Academy leadership trainings.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Ability to learn core transaction systems, appraisal tracking systems and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to understand basic budgets and adjust for construction costs.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with moderate communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG



Not Specified
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Accountant Intermediate Level
✦ New
Based on experience
Emsworth, PA 8 hours ago
Accountant Intermediate Level
Program: Finance
Reports to: EVP of Finance
Hours: Full Time position - 40 hours per week
Location: Emsworth campus
MISSION AND NEED:
Holy Family Institute (HFI) is a 125-year-old Catholic organization with an impeccable history of serving children and families in the Pittsburgh Region. We are one of Pittsburgh's largest social service organizations. We are an independent organization guided by Catholic Social Teachings and serving people of all faiths and backgrounds.
General Statement of Duties:
Responsible for performing a variety of accounting functions including preparing and posting journal entries, reconciling accounts, and producing monthly, quarterly and annual financial reports to support the programs. This role will also analyze financial variances, collaborate with staff and stakeholders, while ensuring accuracy, confidentiality and compliance with organizational policies and regulatory requirements.
Essential Duties and Responsibilities:

  • Prepare and post journal entries to accurately record transactions for assigned program activity.
  • Prepare and review financial statements for HFI programs on a monthly, quarterly and annual basis.
  • Research and provide explanations for variances from prior period and budget.
  • Prepare or review assigned balance sheet account reconciliations on a monthly/quarterly/annual basis as appropriate and ensure timely follow-up on reconciling items or variances.
  • Prepare monthly fixed asset expenditure reports.
  • Run credit card activity report, assign General Ledger account coding and collect supporting documentation.
  • Run month end, yearend and Board reports.
  • Maintain fixed asset subledger by recording additions, disposals and depreciation.
  • Participate in all required agency and regulatory training within expected timeframes.
  • Works collaboratively with staff, children, families, service providers, and others.
  • Promptly reports civil or criminal convictions, charges, arrests, investigations, or adjudications that may arise since staff member's last background investigation. This includes but is not limited to sexual abuse in a prison, jail, holding facility, community confinement facility, juvenile facility, other institution (as defined in 42 U.S.C. 1997), or care provider facility; conviction of engaging or attempting to engage in sexual activity facilitated by force, overt or implied threats of force, or coercion, or if the victim did not consent or was unable to consent or refuse; or who was civilly or administratively adjudicated to have engaged in such activity.
  • Completes other duties as assigned by supervisor.

Core Competencies:

  • Strong organization skills with electronic and paper files stored in a way that they are easily located and shared with other team members
  • Maintain confidentiality of all information as appropriate.
  • Commitment to teamwork at all levels of the agency.
  • Strong sense of ownership of assigned duties and assigned programs.
  • Strong attention to detail and commitment to self-review to ensure accuracy.
  • Completion of assigned tasks within the allotted timeframe, keeping open communication when roadblocks or challenges are encountered.
  • Excellent judgement, problem-solving and decision-making skills, suggesting potential solutions and raising issues to department leadership as appropriate.
  • Ability to adapt to changing work environment.
  • Values the importance of a service focus to internal and external customers, understanding the needs of others and sharing accountability for results delivered.

Requirements:

  • Education requirements: Bachelor's Degree in Accounting.
  • Experience with excel is a must, including ability to perform pivot tables and left, right, mid and Vlookup functions.
  • Experience with Outlook email and calendar functionality.
  • Experience requirements: At least three years of experience in accounting roles.
  • Must have Act 33/34 and FBI clearances and a valid PA driver's license
  • Must be at least 21 years of age.
  • Ability to remain calm and composed under stress.
  • Ability to safely and successfully perform essential job functions consistent with the ADA, FMLA, and other federal, state and local standards.

COMMITMENT TO SOCIAL JUSTICE
Holy Family Institute and its affiliated organizations are committed to an environment that respects and values every human being and individual differences. We will invest time and resources to create an inclusive environment for all of our stakeholders. This means we will respect diversity that includes race, ethnicity, gender, socioeconomic status, education, disability, language, and sexual orientation. We also believe that we should be "Faithful Listeners" and embrace diversity of ideas, perspectives, and values. We believe in providing access, opportunity, fair treatment, and advancement for all people. Believing that "God is Found in Everyday Activities" we will do our best to eliminate barriers that prevent full participation in our programs and services. We believe "Loving Relationships" means that all are welcome, all are neighbors, and there are no exceptions. With this belief we aim to create an environment in which any individual or group can feel welcomed, respected, supportive, and valued.

Holy Family Institute is an Equal Opportunity Employer
PDN-a1113303-a739-4d4d-894f-e906230b28b5
permanent
View & Apply
Cashier - Morning Shift
✦ New
Salary not disclosed

Starting hiring pay at: $15.00

Restaurant Crewmembers at Raising Canes will wear many hats (including a Raising Canes hat) while working hard and having fun as a critical part of the Restaurant team. We are hiring immediately for Restaurant Crew to work all shifts: opening shifts, closing shifts and everything in between.Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other restaurant or service-oriented role - we have a position for you.

We offer competitive pay and benefits for all positions. Even if you dont have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Crewmember on the team. We will make sure you are prepared to grow your Restaurant career with us.

Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!

Qualities of awesome Canes Restaurant Crewmembers:

  • Team player
  • Excellent communicator
  • Happy, Courteous and Enthusiastic
  • Hard working and attentive
  • Responsible and dependable
  • Authentic and genuine
  • Takes pride in doing a good job

Benefits available for hourly Crew:

  • Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renters Insurance, and ID Theft Protection
  • OnePass Gym Membership Program
  • 401(k) With Safe Harbor Employer Match (age 21 & older)
  • Access to financial advisors for budget and retirement planning
  • Crewmember Assistance Program
  • Education assistance
  • Pet Insurance

Perks & Rewards for hourly Crew:

  • Paid Time Off*
  • Closed for all major holidays**
  • Early closure for company events
  • Casual Work Attire
  • Flexible Scheduling
  • Perkspot Employee Discount Program

*Must satisfy hours requirement per year

**Locations may vary

ESSENTIAL FUNCTIONS OF THE POSITION:

The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Lift and carry, push or pull heavy objects up to 50 pounds
  • Kneel, bend, twist or stoop
  • Ascend or descend stairs
  • Reach and grasp objects (including above head and below waistline)
  • Excellent verbal and written communication
  • Ability to show up to scheduled shifts on time
  • Cleaning tables, floors and other areas of the Restaurant
  • Taking orders from Customers and processing payments efficiently
  • Follow proper safety procedures when handling and/or preparing food
  • Ability to multitask

ADDITIONAL REQUIREMENTS:

  • Must be 16 years of age or older
  • Provide all Customers with quick and friendly service
  • Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
  • Work under pressure and at a fast pace
  • Align with Raising Canes culture by balancing Working Hard and Having Fun
  • Take initiative
  • Comply with Company policies

Raising Canes appreciates & values individuality. EOE

Required

Preferred

Job Industries

  • Other
Not Specified
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Inside Sales Representative
✦ New
Salary not disclosed
King of Prussia, PA 8 hours ago

Inside Sales Representative- Entry Level

Location: Chesterbrook, PA

Department: Structured Settlement/Purchasing


Ready to launch your sales career in financial services? JG Wentworth offers a highly awarded sales training program to excel in the Structured Settlement industry. We are looking for highly motivated, energetic individuals who want to learn. See why we have been named the IES Premier Sales Employer award winner from 2020 to 2024 with a nationally recognized training program!


The Inside Sales Account Executive role will call on customers that J.G. Wentworth has identified through our multi-channel marketing platform to offer liquidity for their future payment streams. Ideal candidates will have a strong personality, sense of individuality, and a drive/determination to help others. People skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.


Responsibilities

  • Engage customers using warm leads from our existing database through various channels (phone, email, SMS, etc.)
  • Build trust with empathy — listen to customers’ personal situations, understand their financial needs, and guide them through structured settlement options.
  • Work and collaborate with members of cross-department teams to manage active, in-process business and provide exceptional, responsive customer service.
  • Negotiate, deliver, and follow through to completion on client transactions.
  • Responsible for achieving monthly KPIs set by management.


Qualifications

We don’t require prior sales experience — just the hunger to win, the empathy to connect, and the work ethic to grow!

  • Bachelor’s degree OR prior experience in sales, customer service, or related field
  • Strong communication skills — persuasive, confident, and an active listener
  • High energy, competitive, and motivated by results
  • Ability to think critically, analyze risk, and problem-solve on the spot
  • Team player who can also excel independently
  • Detail-oriented and professional, with a passion for helping others


The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.


Compensation: $40,000 base pay + uncapped commission with annual earning potential upwards of 75,000 and above.


Benefits:

  • Full Medical/Vision/Dental Benefits
  • 401K with Company Match
  • 15 Days PTO
  • Paid Vacations & Holidays
  • An Unmatched Company Culture
  • On-Site Gym & Gym Membership Reimbursement
  • Employee Referral Bonuses
  • Public Transportation Discounts
  • Dog-friendly Office
  • Business Casual Dress Code


Start building your career with J.G. Wentworth today!

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.



#jgsls

Not Specified
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Account Manager
✦ New
🏢 JG Wentworth
Salary not disclosed
King of Prussia, PA 8 hours ago

Account Manager - Entry Level

Location: Chesterbrook, PA office- Hybrid schedule


The Entry Level Account Manager position is part of the Debt Resolution side of JG Wentworth. The role is focused around conducting heavy-volume negotiations with creditors in concurrence with the FDCPA (Fair Debt Collection Practices Act) and reaching settlements with the goal of lowering our clients' debt. Ideal candidates will have a strong personality and sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.


RESPONSIBILITIES

  • Show up ready to learn every day as you work towards completing your Account Manager training. After completion and assignment to the department, ongoing training will also be provided.
  • Bring a winning attitude as you join a team of Specialists that are among the best in the Debt Resolution industry
  • Negotiate, deliver, and follow through to completion on client settlement offers and proposals between the client and the creditor
  • Establish and maintain contact with creditors, collection agencies, collection law firms, and debt buyers
  • Analyze client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible
  • Review clients’ banking accounts to determine funds necessary and available to execute the program
  • Responsible for achieving monthly KPIs set by management


QUALIFICATIONS

  • Bachelors degree or 3 years equivalent work experience
  • No previous experience is required – we have a new-hire training program to develop the necessary skills
  • Must take company excel assessment
  • Strong business acumen and professionalism
  • Excellent verbal and written communication
  • High energy, competitive, passionate, and motivated to be #1
  • Ability to thrive in a fast-paced environment
  • Strong problem-solving skills
  • Extremely detail-oriented


The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.


Account Manager Benefits:

  • Full Medical/Vision/Dental Benefits
  • 401K with Company Match
  • 15 Days PTO
  • Paid Holidays
  • An Unmatched Company Culture
  • On-Site Gym & Gym Membership Reimbursement
  • Monthly, Quarterly and Annual Bonuses
  • Employee Referral Bonuses
  • Public Transportation Discounts
  • Company Happy Hours
  • Business Casual Dress Code
Not Specified
View & Apply
Branch Manager
✦ New
Salary not disclosed
Montrose, PA 1 day ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.

A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.


Qualifications

  • Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
  • Lead in the selection of new personnel
  • Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
  • Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
  • Work with management to establish growth, sales and profit objectives
  • Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
  • Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
  • Conduct regularly scheduled sales and customer service meetings (at least monthly)
  • Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
  • Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
  • Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
  • Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
  • Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
  • Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
  • Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
  • Actively participate in the community as a reflection of the bank's goal for strong community involvement
  • Handle advertising and contribution requests
  • Integrate activities through communication with District Manager, Branch Administration, other management, etc.
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/Training:

  • Associates Degree in Finance or Business or equivalent training preferred
  • Specialized banking education, experience or training
  • Valid Driver License

Skills:

  • Proficient reading, writing, grammar and mathematics skills
  • Excellent interpersonal relation and communication skills
  • Evidence of positive and effective leadership qualities
  • Thorough knowledge of the features and benefits of bank products and services
  • Consumer lending knowledge and authority
  • Working knowledge of Bank operating policies and procedures
  • Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

  • Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
  • Minimum one (1) year of supervisory experience required
  • All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).


Other Job Information

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $62,400.00/Hr.
Maximum

USD $88,000.00/Hr.
Not Specified
View & Apply
Teller Rotating
✦ New
🏢 Community Financial System, Inc.
Salary not disclosed
Montrose, PA 1 day ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.

Essential Responsibilities:

  • Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude
  • Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly
  • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
  • Ability to understand direction and adhere to established policies and procedures
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

  • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Qualifications

Education, Training and Requirements:

  • High School Diploma or GED Required
  • All applicants must be 18 years of age or older
  • Travel is required to surrounding branches as needed

Skills:

  • Basic math and computer skills
  • Documentation skills with attention to detail
  • Professional and friendly interpersonal and communication skills
  • Clear thinking and ability to stay focused
  • Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

  • Prior customer service skills preferred

Other Job Information

Hours: 20 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $16.50/Hr.
Maximum

USD $21.53/Hr.
Not Specified
View & Apply
Teller 1
✦ New
🏢 Community Financial System, Inc.
Salary not disclosed
Emmaus, PA 1 day ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. A Teller must be able to adapt well to the changing workplace environment such as customer service complaints; maintain the security of customer information; prioritize items of significance; and maintain responsibility for assigned cash drawer.

Essential Responsibilities:

  • Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude
  • Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly
  • Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
  • Ability to understand direction and adhere to established policies and procedures
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

  • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Qualifications

Education, Training and Requirements:

  • High School Diploma or GED Required
  • All applicants must be 18 years of age or older
  • Travel is required to surrounding branches as needed

Skills:

  • Basic math and computer skills
  • Documentation skills with attention to detail
  • Professional and friendly interpersonal and communication skills
  • Clear thinking and ability to stay focused
  • Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

  • Prior customer service skills preferred

Other Job Information

Hours: 25 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $16.50/Hr.
Maximum

USD $21.53/Hr.
Not Specified
View & Apply
CNB Bank, Staff Accountant
✦ New
🏢 CNB Bank
Salary not disclosed
Clearfield, PA 1 day ago

Description

The individual is responsible for various accounting functions within the Finance Department including, but not limited to, SEC reporting, financial reporting, month end closing including bank subsidiaries, and account reconciliations. The individual will maintain all relevant documentation for SOX 404 compliance and assist auditors with information requests. They will also assist management on special projects, as needed.


Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.


KEY RESPONSIBILITIES

  • Perform accurate general ledger account reconciliations
  • Post bank-wide journal entries
  • Complete daily public fund collateralization analysis and submission
  • Assist with various management reports
  • Support internal and external audit requests


ATTITUDES


Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:

  • Respect - Display a positive attitude in managing change while working under tight deadlines
  • Client Focus - Ability to work independently while multi-tasking
  • Inclusion - Communicate with questions when necessary


BEHAVIORS


Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating

  • Leadership - Willingness to assist other areas of the Finance department, as needed
  • Integrity - Maintain a strong focus on the completeness and accuracy of all work performed.
  • Collaboration - Work collaboratively with members of the Finance department towards common goals and objectives.
  • Volunteerism - Remain active in the local communities that we serve


COMPETENCIES


Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:

  • Accountability - Understand accounting concepts to accurately make decisions within the general ledger, as well as management reports
  • Innovation - Continually evaluate processes and procedures to effectively use technology
  • Professionalism - Adhere to standard accounting policies and procedures


POSITION LEVEL(S) EXPECTATIONS (if applicable)

  • Staff Accountant I - Understands basic accounting concepts
  • Staff Accountant II - Understands advanced accounting concepts


SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES


Take advantage of training opportunities to advance knowledge of new accounting standards. Complete required online banking classes as assigned.


Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE


To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A Bachelor's (BA) or equivalent four-year college degree with a major in Finance or Accounting is required. In addition, between one and three years of related experience, preferably in a financial institution or public accounting environment, is preferred. A background screening will be conducted.

  • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
  • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, debit card system, general ledger software and any other computer programs pertinent to performing job duties.
  • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
  • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close and distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually moderate.


Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.


BENEFITS

  • Medical, Dental, Vision & Life Insurance
  • 401K with company match
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more!

Eligibility requirements apply.


CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.


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Not Specified
View & Apply
Investment Analyst
✦ New
🏢 Community Financial System, Inc.
Salary not disclosed
Bryn Athyn, PA 1 day ago
Overview

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.


Responsibilities

GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Job Functions

  • Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
  • Help evaluate and manage ongoing relationships with outside investment management firms.
  • Conduct regular monitoring and reporting on approved/core investment managers.
  • Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
  • Ensure proper documentation on approved/core managers.
  • Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
  • Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
  • Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
  • Embrace a culture of continuous improvement and innovation within the research team.
  • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Qualifications

Requirements

  • Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
  • 3+ years of experience in investment research.
  • Understanding of global capital markets, investment vehicles, and manager research processes
  • Strong analytical skills with experience in quantitative and qualitative research methodologies.
  • Solid written and verbal communication skills.
  • Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
  • All applicants must be 18 years of age or older.

Other Job Information

Hours: 40hours/week

Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $92,000.00/Yr.
Maximum

USD $160,592.00/Yr.
Not Specified
View & Apply
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