Sr. Relationship Banker - East CPA Area
Meet Greater Reading
Job TitleResponsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.Essential Duties and Responsibilities1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and applicable training classes and web-based learning.6. Advises on consumer lending options and takes loan applications.7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.8. Leads sales initiatives within the branch and acts as an expert resource.9. Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.QualificationsRequired Qualifications:1. High school diploma or equivalent education2. 4 years of client sales and service experience3. Experience with sourcing and prospecting for new clients and client relationship building4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects5. Demonstrated proficiency in basic computer applications, such as Microsoft Office6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements7. Ability to multi-task under time constraints8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes9. Ability to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred Qualifications:1. Associate's degree or higher2. Demonstrated ability to handle multiple priorities under time constraints3. Excellent verbal and written communication skills4. Ability to respond in a professional manner with a high level of service quality5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients6. Demonstrated ability in meeting or exceeding sales goals7. General understanding of bank operations, policies and procedures
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SeniorTemporary workWork at officeNight shiftWeekend work
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeNight shiftWeekend work
- ...strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.Drive branch revenue through Small Business...SuggestedFull timePart time
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$54.38k
...driven professionals to grow, learn, and make a real difference. We Want to Talk to You! The Difference You Make As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while...SeniorHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$28.74 - $36.72 per hour
...highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we... .... The expected base pay range for this position is \n Bay Area California $28.74 - $36.72 \n Southern California $28.74 - $36....$32.21 - $41.16 per hour
...compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n Bay Area California $32.21 - $41.16 \n Southern California $32.21 - $41.16 \n Colorado $30.68 - $39.20 \n New York $32.21 - $41.16 \n...Seasonal work- ...experience, handle both complex and standard transactions, and educate customers on digital banking options. The role emphasizes relationship building, teamwork, and adherence to policies, with availability for weekends or extended hours. Prior teller or client service...Weekend work
- ...department; provide commercial customers with direct service relating to the Company's commercial services portfolio; develop customer relationships so as to take advantage of additional selling and cross-selling opportunities; communicate with sales and lending management...Local area
- ...issues and problems, develop appropriate solutions, and ask for assistance when required.May serve as a technical consultant within area of expertise. Makes formal presentations to the customer or Company management.QualificationsWhat you will bringTechnical and Industry...SeniorFull timeLocal area
- Job Description Job Description Senior Accountant A client of ours is looking for a Senior Accountant for a contract role. This role will be responsible for supporting the monthly close process, maintaining accurate financial records, performing account analyses...SeniorContract work
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...small power and earthing systems; HV/LV single line diagrams; wiring and control schematic diagram; AC/DC distribution panels, process area electrical equipment layouts, substation and switchyard layouts, cable tray, above grade and underground cable layouts, ductbank...SeniorFull time
- ...Sr Decision Support AnalystWork Schedule: Remote Position Full-Time Day Shift, Hours are EST 8:00am-5:00pm. The Senior Decision Support... ...Group, Tower Health Providers (a clinically integrated network), and Tower Health Urgent Care facilities across its service area....SeniorFull timeRemote workDay shift
- ..., hands-on experience with different facets of the end-to-end project lifecycle. Over four, six-month rotations you will work in areas such as contract management, supply chain management, risk management, finance, and accounting. Each rotation is a new and exciting...Rotational programPermanent employmentFull timeContract workInternshipLocal areaRelocationRelocation package
$40 - $45 per hour
...and actuals vs. prior year. Responsibilities will include supporting the forecasting process and performing variance analysis across areas such as Purchase Price Variance (PPV), manufacturing variances, distribution costs, and inventory provisions. The role will require...SeniorContract workTemporary work- ...Degree in Accounting, Finance, or related Technical field.At least 3 years in an Accounting or Finance-related role, 4+ years preferred.CPA, MBA or pursuing a plus.UGI Energy Services, LLC is an Equal Opportunity Employer. The Company does not discriminate on the basis of...SeniorWork at office
- ...Rehabilitation at Wyomissing, home healthcare via Tower Health at Home, TowerDirect ambulance and emergency response, Tower Health Medical Group, Tower Health Providers (a clinically integrated network), and Tower Health Urgent Care facilities across its service area....Contract workWork at office
$67.5k
...for ensuring the compliance with all regulatory compliance within area of responsibility and reporting potential issues to management.... ...or pari-mutual wagering is desired. SOX 404 experience preferred. CPA, CIA, CFE, CISA certification desired. Must have strong problem...SeniorLocal areaNight shift- ...Sr Commercial Credit AnalystPOSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests... ...information.Provides assigned reports.Performs annual review of loan relationships.Must have 2+ years experience in a bank as a Credit Analyst.For...SeniorTemporary workInterim role
- ...Senior AssociateTrout CPA, a full-service certified public accounting firm, is seeking a Senior Associate in its Tax department.... ...complex tax returns, identify planning opportunities, support client relationships, and help guide Associates through the preparation process....SeniorWork at office
- Financial Aid CounselorThe Financial Aid Counselor is a motivated and detail-oriented professional responsible for maintaining a comprehensive understanding of federal, state, and institutional student aid programs, regulations, and procedures. This individual works closely...Temporary workWork at officeImmediate startFlexible hoursAfternoon shift
- ...degree in Accounting or Finance.Preferably Certified Government Finance Manager (CGFM), a Certified Public Finance Officer (CPFO), or a CPA with prior governmental accounting experience.Minimum four years of accounting experience in either public or corporate setting,...SeniorContract workWork at officeLocal area
- ...Sr. RPA/Automation EngineerLocation: Reading, PA, or Tampa FL- Hybrid 2 to 3 days a week onsite-locals or nearby onlyClient: PenskeVisa: USC, GC, H1B onlyPay rate: $70/hr on C2CExp level: 14+ yearsNeed to go inperson interview for final round. Must Haves:Workflow Automation...SeniorH1bLocal area2 days per week3 days per week
$45k - $100k
...professional lives – the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...mentor staff auditors. Qualifications include a bachelor's degree in accounting, finance, business, IT, or a related field, 4+ years of financial auditing experience, a strong understanding of GAAP and accounting principles, and a CPA, CIA, CISA, CFE, or MBA is preferred....Senior
- ...Job Description Job Description Senior Financial Analyst Our client in the Reading, PA area is looking for a Senior Financial Analyst for a contract role. This role will play a key part in supporting financial planning, reporting, forecasting, budgeting, and...SeniorContract work
- ...Part Time Universal Banker - Sinking SpringAre you an empathetic and positive team player with an engaging personality? Are you passionate about delivering world class experiences to our membership? Can you be empathetic to member's individual situations and help them...Hourly payPart timeImmediate startMonday to Friday
- ...As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and...Full timeTemporary workLocal areaFlexible hours
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