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US PA BERWYN |
Regional Banking Associate - Wells Fargo Advisors |
Wells Fargo | 7/28 | |
| Details: Note: Applicants must currently reside in the regional territory to be considered for the opportunity.Wells Fargo Advisors headquartered in St. Louis, MO offers a nationwide network of full-service retail brokerage offices, e-commerce and discount brokerage services, and fully-disclosed clearing services. The WFA Banking Services Group leads the firm's efforts to equip its Financial Advisors (FAs) to leverage more extensively the capabilities of Wells Fargo Bank. Partners directly with FAs to drive increased cross-sell of consumer lending, deposits and other bank products. Reports to a Regional Team Lead, with a dotted-line reporting relationship with Wells Fargo Advisors (WFA) local management.Essential Duties and Responsibilities: Assists FAs in profiling clients within their existing book of business for potential cross-sell opportunities. Responds to identified client needs, analyzes the situation and identifies potential solutions from the lending affiliate's product offerings. Collaborates with partners across the firm including RBC Team Leads, Branch Managers, Productivity Consultants and Internal Sales desk, along with the lending affiliate partners, to increase the number of participating advisors while growing the velocity of activity for active FAs. Works with FAs in their markets to implement consumer lending, deposit and other bank products sales strategies for maintaining and further penetrating existing client relationships and to develop a liability management process in their asset management practice to ensure the needs of our clients are met and that client satisfaction levels are met or exceeded. Measured by the ability to achieve daily activities and referral goals using a consultative sales approach. Through knowledge of our platform structure, responsible to direct deals to the appropriate dedicated platform. Uses a business plan to leverage WFA and other bank tools and systems to manage and work leads, contacts and daily sales activities towards daily, quarterly and annual goals. Acts as a resource to FAs, Sales Assistants and Branch Managers in regards to consumer lending, deposits and other bank products. | ||||
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US DE Newark |
Private Banking - Account Maintenance Specialist |
JPMorgan | 7/23 | |
| Details: Account Maintenance Specialist (Non-exempt) Account Maintenance Specialists are the initial point of contact for clients wishing to make legal changes to existing accounts with JPMorgan Private Bank and Private Wealth Management. Account Maintenance Specialists combine their knowledge and skills with the available technology tools to complete and execute all required documentation for clients to sign to make a legal change to existing account. They also respond to issues/inquiries related to documentation and work with various business areas to resolve complex documentation situations. Account Maintenance Specialists proactively seek opportunities to provide superior service by suggesting alternative options within established control procedures. They work with Legal and Compliance teams, marketers, and various product areas to facilitate maintenance process. AIG Specialists are expected to meet the needs of clients while adhering to the firm's established procedures for approving updated documentation.  Account Maintenance Specialists are responsible for delivering all maintenance services that involve documentation, and for engaging the participation of marketers, product specialists and operations support teams as needed.  Account Maintenance Specialists are expected to have a working knowledge all of the technology and systems used to maintenance accounts. As our technology evolves, Specialists will be expected to quickly learn the new systems/databases in order to maintain optimal execution, tracking and control capabilities.  Responsibilities:        Pre-fill account documentation through request from bankers product specialists and/or account officers        Respond to inquiries related to documentation issues        Track and communicate documentation status        Review, validate and authorize documentation        Complete maintenance via applicable system (TECS, SDI Updates, etc)        Adherence to Firm, Private Banking and documentation procedures        Special projects as required | ||||
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US PA Philadelphia |
INTERNET BANKING MGR |
Beneficial Bank | 7/23 | |
| Details: JOB TITLE: Internet Banking ManagerDEPARTMENT: Retail Operations (Internet Banking/ATMs)JOB SUMMARYThis position is responsible for overseeing the day-to-day operations of the Retail Service Support area within the Retail Operations Department for all means of inbound branch contact. It also functions as the primary Systems Administrator for Beneficial's Internet Banking and Bill Pay package for both retail customers as well as commercial users. Responsibilities also include maintaining Beneficial's ATM network, currently Beneficial has 84 ATMs, including monitoring the performance of all service providers related to the ongoing operation of such a network. It is also responsible for assisting in the expansion of this network by arranging for the purchase of equipment, site preparation including construction, installation of equipment, as well as ongoing maintenance.ESSENTIAL FUNCTIONS:• Functions as Primary System Administrator for Beneficial Retail Internet Banking package and Commercial Cash Management package• Oversees the daily functions of the Internet Banking Department, which includes processing of Internet Banking enrollments and Cash Management• Responsible for overall ATM system which includes: Coordinates and monitors the services of ATM service providers (i.e., Shields, EPS, Gilbertson); maintains files for ATM service provider invoices and various ATM productsCoordinates with the SVP all ATM installations, upgrades and replacements and prepares required documentation for ATM installs, swaps and deletionsMaintains ATM maintenance schedules, maintenance logs and site inspection reportsMonitors ATM uptime statistics for Beneficial's network, taking corrective action where necessaryTrack ATM activity levels for all sitesAssures compliance with requirements of Americans with Disabilities Act at ATM locationsWorks with Security/Fraud Department to monitor alarm problems with ATMs• Updates departmental manuals and enacts new procedures for new products or services• Prepares ATM, Internet Banking and Bill Pay reports and correspondence• Intermediary between Beneficial and CheckFree Corporation; Beneficial Retail and Small Business Bill Pay provider• Point of contact for Customer Contact Center and branches on unresolved issues involving User ID and password conflicts for Retail Internet Banking and Cash Management• Manages Retail Service Support Department; central call center for branch assistance encompassing operation activities• Manages and trains office supervisory staff• Oversees and maintains various service contracts• Orders office supplies for department | ||||
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US DE Wilmington |
Business Analyst - Credit Card / Banking |
Collabera Inc. | 7/15 | |
| Details: Required Skills: Business Analysis, Visio, Quality Center, Credit Card / Banking Industry experience Job Description:  BUSINESS SYSTEMS ANALYST - BANKING / CREDIT CARD One of our Fortune 100 financial clients is looking for a Business Systems Analyst to work out of their Wilmington, DE location. **MULTIPLE POSITIONS - These positions are spread across various new long term project initiatives. Position involves working with the business users to gather requirements, documenting requirements as well as working with diverse technical teams. IDEAL Candidate will have strong Business Analysis experience ideally within Credit Card / Banking Industry. Must have excellent oral and written communication skills Must have experience creating use cases, functional as well as business documentation. Candidate with prior experience working on Web Based applications (UI) a BIG Plus. | ||||
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US PA Elysburg |
Personal Banking Representative - Elysburg |
Sovereign Bank | 7/14 | |
| Details: WHAT YOU WILL DO:Sovereign Bank is seeking sales-driven, customer service-oriented individuals to provide proactive and efficient service, exceed customers’ expectations and help grow and maintain profitable customer relationships. Recognize opportunities to promote Sovereign Bank products and services to meet the financial needs of individuals and small business customers in the communities we serve Daily goal is to create, develop, retain and strengthen life-long relationships with our customers by identifying their needs and providing products and services that fit each segment of their lifestyle Demonstrate an in-depth knowledge on a variety of deposit products such as checking accounts, money market accounts, certificates of deposits, along with a variety of loan products for the individual or small business customer Meet and exceed personal sales goals and actively participate in all branch sales and marketing activities   Sovereign Bank Team Members receive: Competitive Pay Medical, Dental and Vision Plans 401(k) Plan with company match Tuition Reimbursement Program Incentive Bonus Programs  * WHEN SEARCHING OR APPLYING TO THIS JOB, PLEASE REFERENCE JOB ID #: 41035 | ||||
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US PA Malvern |
Senior Internal Auditor - Community Banking |
Accume Partners | 7/9 | |
| Details: We are seeking an experienced Senior Auditor for our Mid-Atlantic Practice. The successful candidate will perform consulting engagements for our bank and credit union clients. This position is responsible for planning and executing various financial, compliance, and operational audits in accordance with accepted professional standards in order to determine compliance with institutional policies and procedures and adherence to applicable laws and regulations. | ||||
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US PA Philadelphia |
Sr Program Manager-Banking |
The Judge Group, Inc. | 7/9 | |
| Details: A Major Bank in the Philadelphia region is searching for a Sr Program Manager with strong banking experience specifically someone with exposure to a project dealing with ACH(Automated Clearing House). Must have 7-10 years of experience managing large system implementation project, as a Senior Project Manager, Project Management | ||||
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US PA Media |
Banking Financial Analyst/Manager |
Robert Half Finance & Accounting U.S. | $85,000 - $105,000/Year | 7/7 |
| Details: Classification: Full-timeCompensation: $85000 to $105000 per yearGrowing Financial Organization located in Delaware County is looking for an Asset Liability Manager. This is a newly created position.Job responsibilities include manage external investment relationships; perform analysis, research and provide strategy recommendations, Provide recommendations to Senior Management regarding development and implementation of policies, procedures, and reporting tools used to meet investment portfolio strategy objectives. Bachelor's degree in Accounting or Finance required, CFA or FRM certification desired, 8 plus years of progressive experience with Asset Liabilities and liquidity strategies. If you are interested in this opportunity submit your resume to .Founded in 1948, Robert Half Finance & Accounting is the world's first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates. Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine's "World's Most Admired Companies" list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world's largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer. | ||||
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US PA Philadelphia |
High-achieving banking, alternative asset & sales |
R Capital Advisors | 7/6 | |
| Details: Recruiting high-achieving investment banking, alternative asset and institutional salesCompany Overview: Join a growing global investment services firm specializing in strategic consulting and capital raising services for a diversified worldwide fund manager client base with plans to launch a Global Fund in 2011. Step into a position of responsibility in a fast-paced environment, working with talented colleagues and led by partners with track records of success in capital raising, investment banking, portfolio management and entrepreneurial endeavors. Firm’s objectives are twofold: to raise $3 billion of capital per year for our growing roster of 30 plus top-tier alternative asset and long-only fund managers, and to leverage firm’s relationships with client fund managers to launch a Global Fund, allowing institutional investors world-wide to participate in a unique, alternative asset-focused strategy. Firm’s proprietary, innovative process transforms the way the alternative asset industry raises and allocates capital. Firm is recruiting passionate, entrepreneurial team members to help achieve firm’s vision and seeks talented Vice President and Partner-level candidates with potential for promotion and increased responsibility. Candidates have the opportunity to vest into firm’s revenue-sharing pool, combined with substantial performance incentives. Firm seeks strategic long-term thinkers. Potential to earn substantial compensation through multiple income streams are expected over the next few years. Firm Background: Growing client base of 30 plus outstanding alternative asset and long-only fund managers representing $3 billion of signed capital-raising engagements; Founder has career track record of successful corporate turnarounds and capital formation, and was interim CEO of 11 operating companies; Management team has 500 combined years of industry experience and participated in $40 billion of value creating events prior to joining firm; and, Strategically positioned to grow and thrive during ongoing market consolidation. Career Benefits: One to four years invested at firm will catapult career forward – for the right candidate, direct exposure to firm’s senior leadership and the firm’s superior on-the-job training will position candidate for long-term career success; Exceptional long-term compensation package, including revenue sharing; Opportunity to develop relationships with alternative asset fund managers, major institutional investors and family offices; Opportunity to be involved in growth stage of a five year old firm which fosters a fertile atmosphere for learning and increasing responsibility; and, Firm operates in a fully virtual environment, using use innovative technologies and processes that both increase productivity and create a balanced lifestyle for employees. Freedom to live where you like – firm recruits top talent regardless of geography. | ||||
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US PA PHILADELPHIA |
Investment Banking Associate |
ParenteBeard | 7/1 | |
| Details: Curtis Financial Group, an affiliate of ParenteBeard, LLC, is a middle-market investment banking and valuation firm headquartered in Philadelphia.  CFG’s investment banking practice specializes in mergers and acquisitions, private financings and fairness opinions. Our Associates are involved in gathering company and market information; financial modeling; performing valuation analysis; developing and drafting information memoranda pitch books, and client presentations . Associates also assist in marketing and in supporting the firm’s other analytical projects. An associate must be able to work independently or as part of a team and have the capacity to interact appropriately with all levels of firm management and staff, clients and other external business contacts.  Under the direction of a Vice President, Director or Managing Director, an Associate is expected to perform many of the elements of an engagement. These can include: Preliminary valuation analysis, including all approaches to valuation; Company and industry research; Identifying and screening potential acquirers, merger partners, or investors; Preparing management presentations, pitch books and fairness opinion reports; and, Contacting potential buyers or investors. The Associate position requires the ability to manage several projects at one time while meeting established deadlines and maintaining the highest of professional standards for his/her work product. Our comprehensive flexible benefit plan includes health/dental insurance, disability/life insurance, flexible spending accounts, 401K plan and paid vacations/holidays. | ||||
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