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YesterdaySaved
In-Office
Harrisburg, PA, USA
Mid level
Mid level
Financial Services
Implements the bank’s Community Reinvestment Act compliance and community impact initiatives. Manages charitable contributions, sponsorships, nonprofit partnerships, volunteer programs, and community campaigns. Tracks and reports outcomes, supports financial literacy efforts, represents the bank at community events and on nonprofit boards, and identifies public relations and storytelling opportunities that strengthen the organization’s community presence.
Top Skills: Pc
12 Days AgoSaved
In-Office
Harrisburg, PA, USA
Mid level
Mid level
Financial Services
Supports treasury services through account analysis, business proposals, customer implementations, product administration, reporting, refund processing, audits, and customer support. Manages CDARS and ICS accounts, assists with ACH, wire, online banking, and remote deposit services, monitors compliance documentation, and coordinates with customers, sales staff, and internal departments. Requires strong analytical, communication, PC, spreadsheet, and judgment skills.
Top Skills: AchCdarsCore Banking Processing SystemsIcsOnline BankingRemote Deposit CaptureSpreadsheetsWire Transfer Systems
23 Days AgoSaved
In-Office
Harrisburg, PA, USA
Junior
Junior
Financial Services
Manages employee benefits accounts, serves as the primary client contact, coordinates plan implementations and renewals, analyzes coverage options, and supports enrollments, billing, claims, COBRA, and compliance inquiries. The role develops client relationships, prepares presentations and insurance summaries, coordinates with carriers, supports open enrollment, identifies cross-sale opportunities, and maintains accurate account records. An active Life and Health Insurance License and at least two years of account management or related insurance experience are required.
Top Skills: Applied EpicClient Relationship Management SystemsMicrosoft Office Suite
29 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
Leads deposit and digital banking operations, overseeing account servicing, transaction processing, electronic banking, debit card services, customer support, controls, compliance, risk management, vendors, and operational performance. Drives process improvement, automation, system implementations, testing, issue resolution, business continuity, audits, examinations, and merger-related operational activities. Partners with technology, compliance, risk, internal audit, and business teams to improve efficiency, customer experience, and operational resilience.
Top Skills: Banking Technology PlatformsCore Processing SystemsDebit Card SystemsDigital Banking SystemsMobile BankingOnline Banking
One Month AgoSaved
In-Office
Lititz, PA, USA
Junior
Junior
Financial Services
Prospects, solicits, quotes, and sells new middle-market commercial insurance accounts exceeding $35,000 in annual premiums. Designs coverage plans, evaluates risk exposures, develops client relationships, generates referrals, prepares proposals, and meets production and retention goals. Coordinates with account managers and carriers to ensure accurate placement, servicing, renewals, documentation, and compliance. Maintains sales activity in CRM and agency systems while educating clients on coverage, payments, loss control, and policy requirements.
Top Skills: Agency Management SystemsApplied EpicCRMMicrosoft Office Suite
One Month AgoSaved
In-Office
New Brunswick, NJ, USA
61K-125K Annually
Mid level
61K-125K Annually
Mid level
Financial Services
The Financial Advisor develops and manages employer-sponsored retirement plan business, particularly 401(k) plans, while advising plan sponsors and participants. Responsibilities include financial planning, investment and insurance product sales, client education, enrollment support, lead follow-up, relationship management, compliance documentation, community outreach, and sales performance reporting. The role requires collaboration with employers, HR leaders, bank departments, and business partners while maintaining FINRA and state insurance licensing.
Top Skills: Database SoftwareOsaic Note SystemSpreadsheet SoftwareWord Processing Software
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