Branch Financial Advisor - Personal Banker II
Citadel Credit Union
Citadel Credit Union seeks a customer-facing sales professional to join our Northern Division branches, including Pottstown. You will determine and provide the right accounts and services for each member, drive sales through superior service, and build lasting relationships across our branch network. The role involves handling a variety of routine and complex transactions, from opening accounts to loan applications, and cross-selling products such as credit cards, investments, and IRAs. #J-18808-Ljbffr Citadel Credit Union
- ...position can be based out of any of our branches in the Northern Division. The branches include... ...needed to meet their individual financial needs. Incumbent will drive sales through... ...channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting...Financial
- KeyBank is seeking a Personal Banker in Skippack, PA. The role focuses on engaging clients, uncovering financial needs, and guiding solutions to support clients’ financial wellness... ..., meet sales goals, and collaborate with branch teammates to attract new clients and...Financial
$36.44k - $80.85k
Function Profiles customers to determine financial services needs and refers customers to other Lines of Business when appropriate. Opens... ...sales goals as assigned by Retail Leadership Team and / or Branch Manager. Provides support to Branch Manager. Location 1030 Pottstown...FinancialFor contractorsWork at officeFlexible hours- ...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage... ...Advisors are based within a bank branch and work within a highly collaborative... ...planning experts guide you in creating personalized solutions on behalf of you and your clients...FinancialFull timeTemporary workPart timeWork experience placementWork at office
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of the... ...-based approach to financial advice. As a PCB, you... ...have on their day, personally, professionally, and financially... ...partnerships with branch teammates and line of...FinancialHourly payFull timeWork experience placementFlexible hoursDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...to assist in client's financial wellness both in person and... ...efforts. As part of the branch team, the Personal Banker will...FinancialHourly payWork experience placementDay shift- PNC is seeking a Financial Advisor based in Pottstown, PA. You will be responsible for consulting on investment and insurance strategies, growing client relationships, and developing financial plans tailored to client needs. Ideal candidates will have relevant experience...Financial
$25 per hour
...Personal BankerJoin Univest as a Personal Banker at the Vernfield PA location and build meaningful relationships while helping customers reach their financial goals. We're looking for someone who brings energy,... ...solutions, and support daily branch operations. You'll also...FinancialWork at office$37.44k - $52.8k
...WSFS Bank Personal Banker At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can... ...your customers and expand your branch's customer base. This is a full-time...FinancialFull timeH1bVisa sponsorshipMonday to FridayFlexible hours- ...the company's success. As a Full Time Branch Banker within PNC's Retail organization, you will... ...to improve the customer's financial wellbeing. Collaborates with ecosystem... ...equal employment opportunity to qualified persons regardless of race, color, sex, religion...FinancialFull timeTemporary workPart timeWork at office
- ...Co. in Douglassville, PA is seeking a Relationship Banker to welcome clients and grow meaningful banking relationships at a Chase Branch. You will use banking solutions and technology to provide thoughtful financial guidance and exceptional service. The role requires...Financial
- JPMorganChase is seeking a Relationship Banker to welcome clients, manage relationships, and tailor financial solutions. You will engage clients in person and by phone, guiding them to Chase digital tools and services. The role requires sales experience in retail banking...FinancialWeekend workAfternoon shift
- ...is seeking a Private Client Banker to manage client relationships... ...-based approach, focusing on financial wellness for individuals and... ...internal partners and support branch operations while building a robust... ...role emphasizes delivering personalized financial solutions,...Financial
- ...in Pottstown, PA is seeking a Private Client Banker to build trusted client relationships and deliver plan-based financial advice. You will gather client data, assess needs... ..., and comfort with high-net-worth clientele. Branch support, schedule flexibility including some...Financial
$23 per hour
...Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and... ...sitting, ability to communicate face to face in-person or on the phone with teammates and clients,...FinancialHourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours- Tri County Area FCU is seeking a Teller to deliver prompt, courteous, and accurate service to members in our branch. The Teller handles member transactions, assists with account needs and supports cross-selling of credit union products. The position offers both part-time...FinancialFull timePart time
$78k
Univest Financial Corporation in Skippack, PA seeks a Financial Center Manager to lead daily branch operations, coach staff, and deliver a welcoming customer experience. You will drive sales and client growth while aligning with bank practices and community initiatives....Financial$17.2 per hour
...Billing Representative II Billing Representative II - Monday to Friday, 7:00AM – 4:30PM Eastern As a Billing Rep- Billing... ...designed to promote employee health in all respects – physical, financial, and developmental. Depending on whether it is a part-time or full...FinancialHourly payFull timePart timeWork experience placementWork at officeMonday to FridayFlexible hours- ...Supervisory Responsibilities No direct reports. Work Location Assigned Branch location. Ability to travel between branch locations when... ...plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws...Financial
- Function: The Assistant Branch Manager assumes... ...met or exceeded. Takes personal initiative and is a positive... ...evaluations for FSR and/or FSR II. Supportive of... ...responsible experience within a financial organization to gain... ...of Universal Banker checklist requirements...FinancialWork at officeLocal area
- Unified Bocce Leadership Advisor Pottsgrove School District Pottsgrove Middle School - Pottstown... ...security information, individual financial account information, credit/debit/gift... ...income information or any other sensitive personal data as defined under applicable laws....FinancialPart timeWork visa
- ...TRI COUNTY AREA FCU TITLE: Assistant Branch Manager REPORTS TO: Branch Manager... ...staff Responsible for approving PTO, personal days, comp time, etc. Complete Quality... ...needs-based sales skills to understand the financial needs of our members and provide...FinancialFull timeWork at officeLocal area
- ...Lowe's tuition assistance program. Take charge of your financial future with a company-matching 401(k) and optional Employee Stock... ...and operates over 1,750 home improvement stores, 540 branches and 120 distribution centers. Lowe's is a core value S&P 500 equity...FinancialPart timeLocal areaFlexible hours
- ...is seeking a Regular Teller/Client Associate to deliver outstanding client service in person and on the phone, and to develop and expand client relationships with consultative financial solutions. You will cross-train for teller duties, engage clients to identify needs,...Financial
- ...standards are met or exceeded. Takes personal initiative and is a positive... ...and disburse loans. Performs branch functions requiring an in-... ...to paying and receiving Financial Service Representative functions... .... Complete Universal Banker Certification Checklist and fulfill...FinancialWork at officeLocal area
- ..., to ensure adherence with Credit Union policies, regulations, financial controls, and financial industry standards. Ensure adequate test... ..., preferably in a financial institution. Experience in branch auditing including, but not limited to, cash audits and branch...FinancialNight shift
- New Age Air Inc in Pottstown, PA is hiring a Home Comfort Advisor to meet with homeowners for in-home consultations, evaluate HVAC needs, present replacement options with pricing and financing, and close sales. This consultative, relationship-focused role requires strong...Base plus commissionFlexible hoursAfternoon shift
- Univest Financial Corp in Schwenksville, PA is seeking a Financial Center Manager to lead daily branch operations, coach staff, and deliver a welcoming customer experience. We’re looking for a coach, mentor, and relationship-builder who can drive results and partner across...Financial
- Univest invites applications for a Financial Center Manager at our Skippack, PA location. You will lead daily branch operations, coach staff, and drive customer-focused growth while maintaining compliance and community engagement. The role emphasizes coaching, relationship...Financial
- ...is offering a summer internship program with Key Investment Services. You will partner with a Private Client Advisor, engage in client discovery and financial planning activities, and support data entry and analysis in a FINRA/SEC-regulated setting. Ideal candidates pursue...FinancialInternshipSummer internship
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