Mortgage Banking Advisor
Posted today
Job Viewed
Job Description
Job Description 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 fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancemeaa415a4b-8b21-40fc-a65c-70d2b25ca29a
Mortgage Banking Advisor
Posted 7 days ago
Job Viewed
Job Description
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 fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.
The Mortgage Banking Advisor will be responsible for providing administrative and sales support to a team of Mortgage Loan Originators (MLOs). The incumbent will provide a wide range of duties related to day-to-day sales functions, and will act as the main facilitator for communications between the MLO and customers.
Job Responsibilities:
- Work with customers to set expectations around appointments, loan statuses, rate inquiries, and other information.
- Confirm appointments and review documents with customers at the time of the applications to ensure efficiency.
- Provide marketing support to Mortgage Loan Originators, and act as a liaison between Customers and MLOs.
- Attend in-person loan closings at Customer's homes or places of business and be willing and able to travel to locations in Philadelphia, Southeastern Pennsylvania, and Delaware.
- Be self-motivated, able to work in a dynamic team environment, ambitious, and looking to pursue a career in Residential Mortgage sales.
- Must have a Bachelor's Degree in a business-related field or equivalent work experience.
- Must have previous sales and customer service experience.
- Must have the ability to travel to different Bank and Customer locations to perform loan closings.
- Must be registered or be able to register with the Nationwide Mortgage Licensing System (NMLS).
- Previous experience in residential mortgage originations is preferred.
- Must have excellent oral and written communications skills.
- Must have the ability to resolve problems quickly and independently.
- Must be able to make decisions and recommendations on difficult and important issues affecting individual loan transactions within their level of authority.
Salary Range:
$44,146 - $44,146
In addition to a base salary, this role is eligible to earn commissions based upon individual production.
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Mortgage Banking Advisor
Posted 10 days ago
Job Viewed
Job Description
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 fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the regions locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, its our mission and our purpose.
The Mortgage Banking Advisor will be responsible for providing administrative and sales support to a team of Mortgage Loan Originators (MLOs). The incumbent will provide a wide range of duties related to day-to-day sales functions, and will act as the main facilitator for communications between the MLO and customers.
Job Responsibilities- Work with customers to set expectations around appointments, loan statuses, rate inquiries, and other information.
- Confirm appointments and review documents with customers at the time of the applications to ensure efficiency.
- Provide marketing support to Mortgage Loan Originators, and act as a liaison between Customers and MLOs.
- Attend in-person loan closings at Customers homes or places of business and be willing and able to travel to locations in Philadelphia, Southeastern Pennsylvania, and Delaware.
- Be self-motivated, able to work in a dynamic team environment, ambitious, and looking to pursue a career in Residential Mortgage sales.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associates location and employment status.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Enterprise Architect - Banking
Posted 2 days ago
Job Viewed
Job Description
Are you ready to join a growing team?
CTG is seeking to fill an Enterprise Architect opening for our client based in Buffalo, New York.
Duration: 6 months, with potential for extension or hire
Location: Buffalo, NY OR Wilmington, DE OR Remote
Must have:
- 7+ years in cloud architecture , with 3+ years focused on Azure hybrid environments .
- Knowledge of institutional banking products and services including capital markets, investment management, structured finance, and M&A.
- Technologies: Main tech, Loan IQ, Appian .
- Leverage expertise in technical and business strategy to collaborate with Senior Technology leaders of various domains to support strategic decision making.
- Provide consultation services to improve domain technology delivery and operational efficiency.
- Own and drive the Enterprise Architecture governance process and influence decision making for senior technology leaders by leveraging research and fact-based recommendations for various domains.
- Influence senior technology leadership's decision making by synthesizing research and fact-based recommendations from Enterprise Architects to support the domain in the Enterprise Architecture governance process.
- Provide thought leadership and build strong stakeholder partnerships to articulate current state, target state and roadmap of a given domain.
- Participate in Agile ceremonies to lead the partnership with delivery teams and domain leadership on architecture areas to include business, application, data, Cloud/infrastructure, security, integration, operations and support, in preparation for S3/S4 meetings and Architectural Review Board meetings.
- Research, understand and apply existing, new, and emerging technologies and trends to determine their potential impact on technology domains.
- Translate the enterprise's technology future-state architecture vision into principles, guidelines, standards, and patterns to ensure alignment with broader strategic goals.
- Identify and communicate opportunities and approaches for solving domain problems that may include new products, new platforms, or system enhancements to domain leadership.
- Create and maintain reference materials for use by the technical delivery team to ensure consistent and compliant solutions for enterprise level architecture patterns.
- Participate in the planning and design of strategic initiatives that require architecture guidance.
This position will interface with senior leaders and will require excellent communication skills along with a strong knowledge of new and emerging technology trends, and the practical application of those trends for strategic use
Qualifications Required:
- Bachelors degree and 7 years of relevant work experience, or in lieu of a degree, a combined minimum of 11 year's higher education and/or relevant work experience
- 7 or more years of experience in developing and integrating applications using relevant software architecture principles and patters
- Working knowledge of architectural frameworks
- Working knowledge of enterprise architecture tools
- Work experience in software engineering, software delivery and/or solution architecture
- Graduate degree in business or technical discipline
- Certification and experience working with Cloud technologies and vendors
- Experience working in an Agile environment
- Certification in enterprise architecture frameworks
- Experience working in the financial services industry
- Experience working in two or more technical roles related to banking technical design and roadmap planning
Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.
CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.
To Apply:
To be considered, please apply directly to this requisition using the link providedFor additional information, please contact
Anisha Muralidhar at m. Kindly forward this to any other interested parties-thank you!
About CTG
CTG, a Cegeka company, is at the forefront of digital transformation, providing IT and business solutions that accelerate project momentum and deliver desired value. Over nearly 60 years, we have earned a reputation as a faster and more reliable, results-driven partner. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG leverages the expertise of over 9,000 team members in 19 countries to provide innovative solutions. Together, we operate across the Americas, Europe, and India, working in close cooperation with over 3,000 clients in many of today's highest-growth industries. For more information, visit
Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people define our culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work Certified™ company across many of our global operations.
CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.
CTG is an Equal Opportunity Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. CTG is fully committed to promoting employment opportunities for members of protected classes.
Enterprise Architect - Banking
Posted 4 days ago
Job Viewed
Job Description
Are you ready to join a growing team?
CTG is seeking to fill an Enterprise Architect opening for our client based in Buffalo, New York.
Duration: 6 months, with potential for extension or hire
Location: Buffalo, NY OR Wilmington, DE OR Remote
Must have:
-
7+ years in cloud architecture , with 3+ years focused on Azure hybrid environments .
-
Knowledge of institutional banking products and services including capital markets, investment management, structured finance, and M&A.
-
Technologies: Main tech, Loan IQ, Appian .
Position Responsibilities:
-
Leverage expertise in technical and business strategy to collaborate with Senior Technology leaders of various domains to support strategic decision making.
-
Provide consultation services to improve domain technology delivery and operational efficiency.
-
Own and drive the Enterprise Architecture governance process and influence decision making for senior technology leaders by leveraging research and fact-based recommendations for various domains.
-
Influence senior technology leadership’s decision making by synthesizing research and fact-based recommendations from Enterprise Architects to support the domain in the Enterprise Architecture governance process.
-
Provide thought leadership and build strong stakeholder partnerships to articulate current state, target state and roadmap of a given domain.
-
Participate in Agile ceremonies to lead the partnership with delivery teams and domain leadership on architecture areas to include business, application, data, Cloud/infrastructure, security, integration, operations and support, in preparation for S3/S4 meetings and Architectural Review Board meetings.
-
Research, understand and apply existing, new, and emerging technologies and trends to determine their potential impact on technology domains.
-
Translate the enterprise's technology future-state architecture vision into principles, guidelines, standards, and patterns to ensure alignment with broader strategic goals.
-
Identify and communicate opportunities and approaches for solving domain problems that may include new products, new platforms, or system enhancements to domain leadership.
-
Create and maintain reference materials for use by the technical delivery team to ensure consistent and compliant solutions for enterprise level architecture patterns.
-
Participate in the planning and design of strategic initiatives that require architecture guidance.
Nature and Scope:
This position will interface with senior leaders and will require excellent communication skills along with a strong knowledge of new and emerging technology trends, and the practical application of those trends for strategic use
Qualifications Required:
-
Bachelors degree and 7 years of relevant work experience, or in lieu of a degree, a combined minimum of 11 year's higher education and/or relevant work experience
-
7 or more years of experience in developing and integrating applications using relevant software architecture principles and patters
-
Working knowledge of architectural frameworks
-
Working knowledge of enterprise architecture tools
-
Work experience in software engineering, software delivery and/or solution architecture
Qualifications Preferred:
-
Graduate degree in business or technical discipline
-
Certification and experience working with Cloud technologies and vendors
-
Experience working in an Agile environment
-
Certification in enterprise architecture frameworks
-
Experience working in the financial services industry
-
Experience working in two or more technical roles related to banking technical design and roadmap planning
Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.
CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.
To Apply:
To be considered, please apply directly to this requisition using the link provided . For additional information, please contact
Anisha Muralidhar at m. Kindly forward this to any other interested parties—thank you!
About CTG
CTG, a Cegeka company, is at the forefront of digital transformation, providing IT and business solutions that accelerate project momentum and deliver desired value. Over nearly 60 years, we have earned a reputation as a faster and more reliable, results-driven partner. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG leverages the expertise of over 9,000 team members in 19 countries to provide innovative solutions. Together, we operate across the Americas, Europe, and India, working in close cooperation with over 3,000 clients in many of today's highest-growth industries. For more information, visit .
Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people define our culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work Certified™ company across many of our global operations.
CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.
CTG is an Equal Opportunity Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. CTG is fully committed to promoting employment opportunities for members of protected classes.
Enterprise Architect - Banking
Posted 3 days ago
Job Viewed
Job Description
CTG is seeking to fill an **Enterprise Architect** opening for our client based in Buffalo, New York.
**Duration: 6 months, with potential for extension or hire**
**Location: Buffalo, NY OR Wilmington, DE OR Remote**
**Must have:**
+ 7+ years in **cloud architecture** , with 3+ years focused on **Azure hybrid environments** .
+ Knowledge of institutional banking products and services including capital markets, investment management, structured finance, and M&A.
+ Technologies: Main tech, **Loan IQ, Appian** .
**Position Responsibilities:**
+ Leverage expertise in technical and business strategy to collaborate with Senior Technology leaders of various domains to support strategic decision making.
+ Provide consultation services to improve domain technology delivery and operational efficiency.
+ Own and drive the Enterprise Architecture governance process and influence decision making for senior technology leaders by leveraging research and fact-based recommendations for various domains.
+ Influence senior technology leadership's decision making by synthesizing research and fact-based recommendations from Enterprise Architects to support the domain in the Enterprise Architecture governance process.
+ Provide thought leadership and build strong stakeholder partnerships to articulate current state, target state and roadmap of a given domain.
+ Participate in Agile ceremonies to lead the partnership with delivery teams and domain leadership on architecture areas to include business, application, data, Cloud/infrastructure, security, integration, operations and support, in preparation for S3/S4 meetings and Architectural Review Board meetings.
+ Research, understand and apply existing, new, and emerging technologies and trends to determine their potential impact on technology domains.
+ Translate the enterprise's technology future-state architecture vision into principles, guidelines, standards, and patterns to ensure alignment with broader strategic goals.
+ Identify and communicate opportunities and approaches for solving domain problems that may include new products, new platforms, or system enhancements to domain leadership.
+ Create and maintain reference materials for use by the technical delivery team to ensure consistent and compliant solutions for enterprise level architecture patterns.
+ Participate in the planning and design of strategic initiatives that require architecture guidance.
**Nature and Scope:**
This position will interface with senior leaders and will require excellent communication skills along with a strong knowledge of new and emerging technology trends, and the practical application of those trends for strategic use
**Qualifications Required:**
+ Bachelors degree and 7 years of relevant work experience, or in lieu of a degree, a combined minimum of 11 year's higher education and/or relevant work experience
+ 7 or more years of experience in developing and integrating applications using relevant software architecture principles and patters
+ Working knowledge of architectural frameworks
+ Working knowledge of enterprise architecture tools
+ Work experience in software engineering, software delivery and/or solution architecture
**Qualifications Preferred:**
+ Graduate degree in business or technical discipline
+ Certification and experience working with Cloud technologies and vendors
+ Experience working in an Agile environment
+ Certification in enterprise architecture frameworks
+ Experience working in the financial services industry
+ Experience working in two or more technical roles related to banking technical design and roadmap planning
Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.
CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.
**To Apply:**
To be considered, please apply directly to this requisition using the link provided **.** For additional information, please contact
**Anisha Muralidhar** at ** ** m. Kindly forward this to any other interested parties-thank you!
**About CTG**
CTG, a Cegeka company, is at the forefront of digital transformation, providing IT and business solutions that accelerate project momentum and deliver desired value. Over nearly 60 years, we have earned a reputation as a faster and more reliable, results-driven partner. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG leverages the expertise of over 9,000 team members in 19 countries to provide innovative solutions. Together, we operate across the Americas, Europe, and India, working in close cooperation with over 3,000 clients in many of today's highest-growth industries. For more information, visit .
Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people define our culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work Certified company across many of our global operations.
CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.
CTG is an Equal Opportunity Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. CTG is fully committed to promoting employment opportunities for members of protected classes.
Lead Auditor - Consumer Banking
Posted 3 days ago
Job Viewed
Job Description
**Overview:**
+ Leads and executes audits across their assigned domain. Responsible for overseeing and executing annual risk assessments, continuous auditing, and remediation plan validations. Communicate audit progress and findings to Bank management and oversee Auditors (as applicable) on assigned audit activities.
**Primary Responsibilities:**
+ Lead and participate in audits from planning to reporting and produce quality deliverables in accordance with the Division's methodology and professional standards while ensuring timely completion.
+ Plan and execute other assurance activities (including continuous auditing, product delivery assessments, validation procedures, investigations, and retrospective reviews) utilizing modernized assurance methodologies, tools, and approaches and in accordance with the Division's methodology.
+ Write audit findings that clearly identify risk and root cause. Communicate findings to Bank management in a timely fashion.
+ Partner with stakeholders, business management and Risk Management establishing strong working relationships while maintaining independence.
+ Embrace innovative change and help the team adapt to change.
+ Effectively incorporate data analytics and other automation techniques into all phases of audits and other activities.
+ Maintain knowledge in the assigned subject matter discipline.
+ Coach, develop and oversee work of Auditors and new hires, including executing review and supervision.
+ Embrace and exemplify the culture of engagement and belonging .
+ Contribute to the achievement of Division priorities.
+ Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
+ This position leads and executes assurance activities, maintains relationships, and communicates with Bank management, and oversees Auditors. The position ensures activities are in conformance with professional auditing standards. The jobholder reports to an Audit (Senior) Manager.
**Supervisory/Managerial Responsibilities:**
**Education and Experience Required:**
+ Bachelor's degree and a minimum of 5 years' relevant work experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' relevant work experience
+ Minimum of 1 year's leadership experience
+ Experience with internal audit methodology
+ Solid understanding of internal control concepts
+ Experience evaluating adequacy of the controls
+ Strong leadership skills
+ Experience coaching and developing others
+ Proven analytical skills
+ Proven critical thinking skills
+ Excellent verbal and written communication skills
+ Experience presenting sensitive and complex findings to business management and influencing change
+ Proven ability to handle multiple projects at the same time
**Education and Experience Preferred:**
+ Bachelor's degree in Accounting, Business, Finance, Technology, Cybersecurity, Mathematics, Statistics, or related technical field
+ MBA or Master's Degree in an appropriate field
+ Related certifications (CIA, CPA, CISA, CAMS, cloud certification, or similar)
+ Financial services industry experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,104.04 - $173,044.05 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
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Relationship Manager I - Business Banking
Posted 2 days ago
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Relationship Manager within PNC's Business Banking organization, you will be based in Wilmington/Delaware.
**Job Description**
+ Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision.
+ With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.
+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.
+ Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Lead Commercial Banking Relationship Manager
Posted 3 days ago
Job Viewed
Job Description
Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $00MM supporting the Philadelphia market as part of the Commercial Bank.
Learn more about the career areas and business divisions at wellsfargojobs.com ( .
**In this role, you will:**
+ Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
+ Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
+ Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions
+ Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
+ Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
+ Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
+ Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
+ Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively
**Required Qualifications:**
+ 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
+ Completion of formal credit training program
+ Commercial banking account relationship management experience for clients with annual revenue of 25MM to 100MM
+ Demonstrated experience working collaboratively to deliver the organization to clients and prospects
+ Demonstrated experience generating new client relationships, building and retaining long-term client relationships
+ Experience identifying and mitigating risk, ensuring compliance with processes and procedures
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
#commercialbanking
**Posting End Date:**
31 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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**Req Number:** R-476568
Merchant Services Advisor - Business Banking
Posted 3 days ago
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
This position is located in the PDSJ market: Phila, Delaware, S Jersey market. Regular travel is required in the territory
Prospects and partners with Business Bankers and TMO to identify payment solutions opportunities for small businesses greater than 1MM in annual revenue. This position is located in-market and you would attend both in-person and virtual appointments.
Experience in Merchant Services/Payment Processing sales preferred.
Bilingual Spanish preferred but not required.
**Job Description**
+ Markets credit card systems and support services for business customers. Attracts and retains client relationships to meet sales objectives.
+ Develops and maintains relationships with clients. Identifies client requirements and recommends appropriate services.
+ Responds to customer inquiries on internal products, services and credit card processing activities for the industry.
+ Manages, collects and reports on sales statistics.
+ Interfaces with various sales channels to facilitate the prompt referral of leads beyond the target market.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Relationship Building, Competitive Strategies, Customer Inquiries, Merchant Services, Negotiation, Operations Management, Sales Operations
**Competencies**
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy
**Work Experience**
Roles at this level typically require a university / college degree with <1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Associates
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $70,000.00 - $70,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 05/15/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.