Banking and Financial Services Jobs in Pennsylvania, PA
4 positions found
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.
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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.
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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We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
About the Role- Come Join the American Fidelity Family!
American Fidelity Assurance is now looking for an Account Manager (Outside Sales Representative) in Pennsylvania.
Our salaried account managers are responsible for selling benefits, retirement, and other insurance products and services within the Private Sector in a defined sales territory with an existing customer base and bringing in new accounts. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
- Base salary + uncapped commission + additional bonus potential
- Company car, company credit card and paid travel expenses.
- International sales award trips
- Average first-year income is between $87,000 to $119,000.
- 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
- You will have a defined territory
- Multiple sales career path options
- Consistent, standardized training designed for new Account Managers
- Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.
Progression for the Account Manager Role:
- Sr. Account Manager
- Executive Account Manager
- Account Executive
- Sr. Account Executive
- Executive Account Partner
Primary Responsibilities
Focus on growing and maintaining existing Business-to-Business accounts by one-on-one sales of worksite insurance products and services to the community. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.
Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.
Company Overview
Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
For more information on our company, visit .
A Great Place to Work for All
American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people.
We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders.
Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.
If you'd like information about American Fidelity's privacy practices, please visit /privacy.
