4,206 Pricewaterhousecoopers jobs in the United States

Job Description

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.

What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.

Your role will also involve:

• Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
• Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
• Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.

Qualifications

• No prior experience is necessary; however, a strong desire to learn and succeed is essential.
• Excellent communication and interpersonal skills.
• Self-motivated with a positive attitude.
• Ability to work independently as well as part of a team.
• Strong interpersonal skills with the ability to communicate complex information clearly.
• High level of persistence and resilience in overcoming objections.
• A passion for helping others achieve peace of mind through financial security.

Benefits

• Competitive salary with performance-based bonuses.
• Monthly performance bonuses based.
• Stock awards.
• An opportunity to earn agency ownership.
• Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)

If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

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TrustBank is seeking an enthusiastic and entrepreneurial team member for the new TrustBank in Wheaton, IL as we enter our third year of growth. We are a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation that contributes passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been Growing Prosperity Together ever since. Join a growing team of professionals and find a rewarding career at TrustBank.

JOB TITLE: PERSONAL BANKER

DEPARTMENT: WHEATON

REPORTS TO: ASSISTANT VP- WHEATON MARKET

FLSA STATUS: NON-EXEMPT

TYPE OF POSITION: PART-TIME

JOB SUMMARY

Provide a high-touch approach to developing customer relationships. Offer a full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers, providing new accounts services, and cross-selling bank products and services. Address more complex customer needs with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the DuPage community to choose TrustBank.

DUTIES AND RESPONSIBILITIES

Provide Excellent Customer Service

o Ensure that customers receive prompt and courteous service.

o Opening new accounts and cross-sell products to customers to meet their needs.

o Assist customers in meeting all account related needs.

o Represent TrustBank at community functions and in your network to generate new relationships.

Work with the team for friendly, efficient and accurate operation of the bank.

o Answer phone inquiries.

o Provide support to relationship officers.

o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)

o Open and close bank when needed.

o Assist with monthly reports.

o Stay within compliance guidelines when opening and closing all accounts.

o Attend bank meetings and educational seminars as required.

o Teller functions as needed (approximately 5% of the role)

o Support ancillary deposit operations across the bank at-large as assigned.

o Perform other duties as assigned.

WORKING CONDITIONS

The position is a part-time position, working 20 - 25 hours per week. Work schedule may vary to support the operating hours of the bank Monday Friday, 8 AM 6 PM. Position includes occasional attendance at banking functions and networking events outside of regular business hours. Interacting with customers and prospects. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

Compensation for this position is $24.00 - $29.00/hour and detail any bonus or incentives. TrustBank provides a generous benefits offering and details may be found on our bank's website:

DISCLOSURES

TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.

This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans

Updated September 2, 2025

EDUCATION and/or EXPERIENCE

Must have high school education and be able to master on-the-job training requirements. Associates degree or higher is a plus. A minimum of two years banking experience is required. Banking certifications are ideal but not necessary.

REQUIRED SKILLS AND ABILITIES

Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.

TECHNICAL SKILLS

Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.

Compensation details: 24-29 Hourly Wage

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TrustBank is seeking enthusiastic and entrepreneurial team members for the new TrustBank to be located in Wheaton, IL. We are seeking a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation and drive to contribute passionately while embracing TrustBank's vision, mission and core values. TrustBank was founded in 1912, and we have been Growing Prosperity Together ever since. Join a growing team of professionals and find a rewarding career at TrustBank.

JOB TITLE: PERSONAL BANKER

DEPARTMENT: WHEATON

REPORTS TO: ASSISTANT VP- WHEATON MARKET

FLSA STATUS: NON-EXEMPT

TYPE OF POSITION: FULL-TIME

JOB SUMMARY

Provide a high-touch approach to developing customer relationships. Offer the full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers and providing New Accounts and Teller services, cross-selling bank products and services, and supporting the other branch operations and facilities management as needed. Address more complex transactions with ease and confidence. Communicate effectively with current and prospective customers, providing exceptional customer service at all times. Project a professional image for TrustBank that encourages your network and the Wheaton community to choose TrustBank.

DUTIES AND RESPONSIBILITIES

• Promote TrustBank, its Values and its Service Standards.

o Ensure that customers receive prompt and courteous service.

o Cross-sell products to customers to meet their needs.

o Answer phone inquiries.

o Represent TrustBank at community functions and in your network to generate new relationships.

• Provide Excellent Customer Service

o Opening new accounts.

o Issue and redeem certificates of deposit.

o Assist customers in resolving account related problems.

o Stay within compliance guidelines when opening and closing all accounts.

o Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer's needs.

o Give out appropriate loan applications.

o Order ATM/Debit cards and update information, activate, etc.

o Process check orders/re-orders for customers

• Work with the team for friendly, efficient and accurate operation of the bank.

o Remain flexible to scheduling needs during all Wheaton location business hours. (M-F 8 AM - 6 PM)

o Open and close bank when needed.

o Process night drop deposits.

o Run teller transactions accurately and efficiently.

o Balance drawer cash and vault cash.

o Approve checks within limits.

o Order and stock adequate supplies.

o Maintain over and short reports and transaction reports.

o Ship and order currency and coin from Fed.

o Scan and balance transaction in the proof program.

o Assist with monthly reports.

o Attend bank meetings and educational seminars as required.

o Provide support to Market President.

o Support ancillary deposit operations across the bank at-large as assigned.

o Perform other duties as assigned.

WORKING CONDITIONS

The position is a full-time position, working 40-hours per week. Regular schedule is Monday Friday, 8 AM 5 PM or 9 AM 6 PM. Schedule is subject to change based on the needs of the bank. Position may require occasional attendance at banking functions and networking events outside of regular business hours. Some of the work is repetitive, and you will be required to deal with the public and must be courteous and efficient. The noise level in the environment is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms and talk or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated hourly rate for this role is $23-$25/per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidate's qualifications, skills, and experience.

Our generous employee benefits details may be found on our bank's website.

DISCLOSURES

TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans

Updated February 5, 2025

EDUCATION and/or EXPERIENCE

Must have high school education and be able to master on-the-job training requirements. Associates degree or higher in business or finance is preferred. A minimum of two years in retail banking experience is required. Banking certifications are ideal but not necessary.

REQUIRED SKILLS AND ABILITIES

Experience in customer sales, relationship management, and cross selling skills are desired. Must be proactive, able to develop product and compliance knowledge, have problem solving skills, and work collaboratively. The ability to perform detailed work with accuracy and cash handling skills are essential. Must have the ability to articulate financial concepts to customers and answer questions they may have. High level knowledge of mortgage and lending products and services and wealth management services offered by the bank.

TECHNICAL SKILLS

Ability to use computer for data entry, word processing, MSOffice, and may be assigned Excel spreadsheet work. Knowledge and ability to learn the bank's data processing system. Use of personal computer, calculator, telephone, shredder, scanner/copier, and other general office equipment.

Compensation details: 23-25 Hourly Wage

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Description:

Position Purpose:

Branch Banker Team Member demonstrates a commitment to delivering quality service. This position provides the best-in-class service to our customers by using the tools and resources provided to assist with their financial needs.

What youll do:

· Process financial transactions with speed, efficiency, and accuracy.

· Inform staff of operational changes

· Maintain adequate cash controls

· Create and maintenance debit cards

· Open and maintain deposit products and services

· Initiate wire transfers

· Understand Banks products and services

· Interact with customers to determine needs, cross-selling and referral opportunities

· Resolve customer questions/problems

· Comply with state and federal laws as well as Bank policies and procedures.

· Perform other duties as assigned

Where youll shine:

· High school diploma or equivalent

· Excellent communication skills

· Self-motivated and detail oriented

· Working knowledge of Microsoft Word and Outlook

· Chooses right over easy

· Offer outstanding customer service

· Focused on bettering community and supporting team

· Exhibits adaptability

Where we shine:

· Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off

· Supporting associates and their families; we embrace the importance of caring for oneself and our families

· Surrounding ourselves with smart, driven, and diverse individuals

· Valuing integrity, commitment in regard to our daily duties, and the Bank as a whole

· Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value

· Devoted to the communities in which we serve as we help those who form the creative backbone of our markets future economy and business value

· Bank of Clarke is Great Place to Work Certified through June 2025

· Top Virginia Employer for Interns award recipient (2023,2024,2025) through Virginia Talent and Opportunity Partnership (V-TOP)

Working Conditions:

The individual will be required to be flexible during standard bank operating hours. Business travel may be necessary to attend training opportunities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed under the knowledge/skills section are representative of the knowledge, skill set, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EEO M/F/V/D

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Did You Know?

A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits.

Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations.

Lake Elmo Bank has a current Full Time Personal Banker opening.

Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m.

Benefits Include: Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan.

Location : Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale.

Education and Experience Requirements:

• High School Diploma or GED required.
• Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience.
• Previous banking experience preferred, but will train.
• Previous retail, customer service and/or cash handling experience highly preferred.

Major Responsibilities Include:

• Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner.
• Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team.
• Supporting the community by active participation in worthwhile community projects.
• Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs.
• Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues.
• Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department.
• Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue.
• Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager.
• Providing assistance with teller transactions and consumer loans as needed.

Knowledge, Skills and Abilities:

• Proven ability to prioritize multiple tasks.
• Exemplary, positive can-do attitude and work ethic.
• Ability to independently problem solve.
• Provide unequaled personal service to customers for a wide variety of banking products and services.
• Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team.
• Support the community by active participation in worthwhile community projects.

Our employees

• Enjoy competitive pay, benefits and time off.
• Several opportunities throughout the year to participate in employee and customer events.

About Us:

Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.

Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards.

Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.

Compensation details: Hourly Wage

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Position Purpose:

A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.

Key Accountabilities, Responsibilities and Expectations:

• Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience.
• Develop an expansive knowledge of products and services to fulfill customer needs; open new accounts, perform maintenance, meet cross sell goals and solve problems daily.
• Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.
• Ensuring operational tasks are followed & completed daily.
• Execute customer requests with speed and accuracy.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.

Qualifications, Knowledge and Skills:

• 2-3 years of previous teller experience required.
• Excellent oral, written and presentation skills
• Detail oriented with the ability to work under deadlines with frequent interruptions.
• High School diploma or equivalent required.
• Above average knowledge of technology and willingness to adapt to new software technologies.
• Ability to work under deadlines with frequent interruption.

Physical Requirements:

• Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
• Work involves lifting and moving objects up to 50 lbs.
• Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
• Work involves some travel to attend meetings, training, and so forth.

EOE - Race/Sex/Disability/Veteran

This Position Description is not a complete statement of all duties and responsibilities comprising this position.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

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Position Purpose:

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications and responding to customer inquiries and requests while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.

Key Accountabilities, Responsibilities and Expectations:

• Daily engagement of customers to build relationships. This entails processing transactions, assessing needs, recommending products, referring partners to customers, thus creating an exceptional customer experience.
• Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
• Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected task include but are not limited to opening new consumer deposit and lending accounts, opening new business accounts, performing maintenance, meeting cross sell goals and solving problems daily. Competently, with speed and accuracy, execute on customer requests.
• Understanding all aspects of consumer lending and new accounts in daily and weekly activities; building customer trust and managing relationships through the life of the customer relationship.
• Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.
• Ensuring operational tasks are followed & completed daily.
• Maintain cash levels and outages within the parameters of the established guidelines.
• Constant, consistent communication internally and externally.
• Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.

Qualifications, Knowledge and Skills:

• 3-5 years of previous teller experience required.
• Excellent oral, written and presentation skills
• Detail oriented with the ability to work under deadlines with frequent interruptions.
• High School diploma or equivalent required.
• Above average knowledge of technology and willingness to adapt to new software technologies.
• Ability to work under deadlines with frequent interruption.

Physical Requirements:

• Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
• Work involves lifting and moving objects up to 50 lbs.
• Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
• Work involves some travel to attend meetings, training, and so forth.

EOE - Race/Sex/Disability/Veteran

This Position Description is not a complete statement of all duties and responsibilities comprising this position.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

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