http://cfgcareers.com/pennsylvania/sales-jobs en
The Business Banking Officer will solicit the business of small businesses with up to $5M in annual revenue in a defined territory. The BBO will collaborate with branch staff, along with the use networking and referral activities, to identify small business prospects.
Solicits new Business Banking customers in assigned territory (extensive travel required), utilizing sales profiling process to identify needs and make product recommendations to prospects.
Maintains high level of product knowledge and service and works effectively with assigned branches and internal Business Partners to generate leads.


Contact customers and prospects as required to schedule sales appointments.
Effectively use all the tools to acquire new business relationships, including cold calling and participation in local and community activities.
Utilize the DRIVE sales activities to identify customer needs and manage the sales process. Understand local competitive strategies and deal with objections. Meet and/or exceed sales goals.

Qualifications

Undergraduate degree preferred or equivalent work experience


Outside Business sales development experience required
Proven sales/outside calling skills
Previous experience on a base and commission type of pay plan
Strong Centers of Influence
Strong presentation skills, both verbal & written
Ability to work in a matrix organization and develop partnerships across business lines
Strong PC skills, both in Word and Excel, or similar software
Strong knowledge of banking deposit/credit products and services
Strong knowledge of bank operations/systems and compliance/regulatory issues

Hours and Work Schedule

Hours per Week: 40


Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
386690]]> Mon, 21 May 2012 16:00:00 GMT 2452769-Pittsburgh-Sales-and-Service
Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solutions to meet clients’ long and short term goals.
Contribute to profit, sales and product targets of the Retail and Wealth Management Group by selling appropriate wealth management and banking services to the portfolio of clients. To profitably manage, grow and acquire a portfolio of affluent accounts . Maintain existing clients relationship and balances to further develop accounts through cross-selling by maintaining regular personal contact with clients and developing deep long term relationships. Expand the size and quality of the client base through initiating new relationships and developing existing ones to increase the penetration of wealth, investments and retail bank products. Expand number of relationships thru referrals and provide referrals to other bank specialists. Provide a high-level of customer service to clients by resolving and addressing issues and/or concerns, answering questions and coordinating client service activities with other areas of the organization. Become the trusted advisor to clients, providing guidance across the full range of wealth management and banking products, and a consistent, credible, responsive and accessible point of contact for clients. Maintain knowledge of capital markets and financial instruments. Perform compliance review of assigned accounts. Maintain a high awareness of regulations, ethics and compliance issues. Conduct reviews of all accounts and assets in accordance with applicable procedures and requirements. Handle other assignment as directed by manager.
 

Qualifications

Bachelors degree preferred or relevant equivalent experience
3-5 years of banking experience
Experience/exposure to banking/investment/wealth management
Experience with sales of consumer mortgage and home equity recommended
Excellent customer service and communication skills
Knowledgeable of regulatory requirements to ensure a sound control environment
Proven record of developing client relationships and success in relationship selling
Series 6 & 63 Securities License required within 90-days of hire
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386653]]> Sun, 20 May 2012 16:00:00 GMT 2448282-Kingston-Sales
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386540]]> Mon, 14 May 2012 16:00:00 GMT 2433741-Pennsylvania-Finance
Solicits, develops, and services a portfolio of commercial clients with annual company revenue of $5-25 million via acquisition of new relationships and effectively identifying cross-selling opportunities for existing clients. Products marketed include, but are not necessarily limited to: credit, interest and currency risk management products, cash management, international trade, and liquidity solutions. Effectively utilizes centralized credit support utility for both new originations and portfolio management. Appropriately identifies customer and transaction credit risks, and consistently applies credit policies and processes.
Senior relationship manager responsible for soliciting, developing and servicing a wide variety of commercial loans and lines of credit, both secured and unsecured, for key bank clients. Incumbents usually handle complex accounts and sensitive client relationships, and are trusted to handle difficult negotiations and credit assessments on an independent basis. Interviews loan applicants. May direct credit department's or junior officer's analysis on applicants financial data to evaluate credit worthiness. Makes decisions on loans at the highest lending limits or makes recommendations
This is an individual contributor role. Typically responsible for portfolios with 60-200 relationships, loan commitments of $20-50 million, deposit balances of $20-50MM, and originates loan transactions ranging from $500 thousand to $10 million. May be responsible for a larger number of relationships, but relatively less complex than average client.

Qualifications

Must have 8-10 years current commercial lending experience with the ability to manage and grow significant customer portfolio.


4-year business degree with successful completion of credit training program.


Excellent communication and interpersonal skills and the ability to develop strong customer relationships.


Proven sales abilities with good computer skills for recording and tracking results

Hours and Work Schedule

Hours per Week: 40


Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
386576]]> Mon, 14 May 2012 16:00:00 GMT 2433743-Philadelphia-Sales-and-Service
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386539]]> Mon, 14 May 2012 16:00:00 GMT 2433733-Pennsylvania-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

386538]]> Mon, 14 May 2012 16:00:00 GMT 2433736-Harrisburg-Finance
 As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring a talented Producing Sales Manager who proactively identifies, develops and maintains a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gathering any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.  Manage sales team to ensure development of relationships with Real Estate Brokers, Developers, CPA's and other referral sources to obtain mortgage leads.  Recruit, develop and manage quality sales team that generates quality loans compliant with company policies and procedures.  Maintain a broad understanding of products, guidelines and pricing strategies.
 

Qualifications

4+ years of residential mortgage sales experience.


Minimum 5 years mortgage management experience.


Proven record of recruiting success.


$10MM in annual closed loan volume.


Bachelor's Degree preferred.


Excellent sales presentation and marketing skills.


Excellent written, organizational and communication skills required.


Working knowledge of FNMA-DU/FHLMC/LP.


Referral network required.


Successful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.

Hours and Work Schedule

 Hours per Week:  40


Work Schedule:     Varies
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385944]]> Mon, 30 Apr 2012 16:00:00 GMT 2395886-Monroeville-Sales-and-Service
 As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring a talented Producing Sales Manager who proactively identifies, develops and maintains a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gathering any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.  Manage sales team to ensure development of relationships with Real Estate Brokers, Developers, CPA's and other referral sources to obtain mortgage leads.  Recruit, develop and manage quality sales team that generates quality loans compliant with company policies and procedures.  Maintain a broad understanding of products, guidelines and pricing strategies.
 

Qualifications

4+ years of residential mortgage sales experience.


Minimum 5 years mortgage management experience.


Proven record of recruiting success.


$10MM in annual closed loan volume.


Bachelor's Degree preferred.


Excellent sales presentation and marketing skills.


Excellent written, organizational and communication skills required.


Working knowledge of FNMA-DU/FHLMC/LP.


Referral network required.


Successful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.

Hours and Work Schedule

 Hours per Week:  40


Work Schedule:     Varies
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385948]]> Mon, 30 Apr 2012 16:00:00 GMT 2395873-Philadelphia-Sales-and-Service
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS. This position can be hired in the following states: PA, DE, NJ, and NY.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385950]]> Thu, 26 Apr 2012 16:00:00 GMT 2385752-Pennsylvania-Sales-and-Service
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS. This position can be hired in the following states: PA, DE, NJ, and NY.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385959]]> Thu, 26 Apr 2012 16:00:00 GMT 2385741-Philadelphia-Sales-and-Service
Solicits new Business Banking customers in assigned territory (extensive travel required), utilizing sales profiling process to identify needs and make product recommendations to prospects.  Maintain a high level of product knowledge and service.  Contact customers and prospects as required for sales.  Utilize sales process to identify customer needs.  Meet and or exceed sales goals. Understand local competitive strategies and deal with objections.  Effectively use all the tools to acquire new business relationships.
 

Qualifications

Undergraduate degree preferred or equivalent experience required. At least 3 years experience in selling financial services to Small Business. Previous experience on a base and commission type of pay plan. Strong Center of Influence to sell to. Excellent communication and self-management. Must self-motivated and possess strong interpersonal skills. Must be able to work effectively in a team environment toward common goals.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
385855]]> Wed, 25 Apr 2012 16:00:00 GMT 2384467-Pittsburgh-Sales-and-Service
The Business Banking Officer will solicit the business of small businesses with up to $5M in annual revenue in a defined territory. The BBO will collaborate with branch staff, along with the use networking and referral activities, to identify small business prospects.
Solicits new Business Banking customers in assigned territory (extensive travel required), utilizing sales profiling process to identify needs and make product recommendations to prospects. 
Maintains high level of product knowledge and service and works effectively with assigned branches and internal Business Partners to generate leads.


Contact customers and prospects as required to schedule sales appointments.
Effectively use all the tools to acquire new business relationships, including cold calling and participation in local and community activities.
Utilize the DRIVE sales activities to identify customer needs and manage the sales process. Understand local competitive strategies and deal with objections.  Meet and/or exceed sales goals.
 

Qualifications

Undergraduate degree preferred or equivalent work experience


Outside Business sales development experience required
Proven sales/outside calling skills
Previous experience on a base and commission type of pay plan
Strong Centers of Influence
Strong presentation skills, both verbal & written
Ability to work in a matrix organization and develop partnerships across business lines
Strong PC skills, both in Word and Excel, or similar software
Strong knowledge of banking deposit/credit products and services
Strong knowledge of bank operations/systems and compliance/regulatory issues
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
385713]]> Thu, 19 Apr 2012 16:00:00 GMT 2367191-Philadelphia-Sales-and-Service
The Business Banking Officer will solicit the business of small businesses with up to $5M in annual revenue in a defined territory. The BBO will collaborate with branch staff, along with the use networking and referral activities, to identify small business prospects.
Solicits new Business Banking customers in assigned territory (extensive travel required), utilizing sales profiling process to identify needs and make product recommendations to prospects. 
Maintains high level of product knowledge and service and works effectively with assigned branches and internal Business Partners to generate leads.


Contact customers and prospects as required to schedule sales appointments.
Effectively use all the tools to acquire new business relationships, including cold calling and participation in local and community activities.
Utilize the DRIVE sales activities to identify customer needs and manage the sales process. Understand local competitive strategies and deal with objections.  Meet and/or exceed sales goals.
 

Qualifications

Undergraduate degree preferred or equivalent work experience


Outside Business sales development experience required
Proven sales/outside calling skills
Previous experience on a base and commission type of pay plan
Strong Centers of Influence
Strong presentation skills, both verbal & written
Ability to work in a matrix organization and develop partnerships across business lines
Strong PC skills, both in Word and Excel, or similar software
Strong knowledge of banking deposit/credit products and services
Strong knowledge of bank operations/systems and compliance/regulatory issues
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
385749]]> Thu, 19 Apr 2012 16:00:00 GMT 2367187-Pennsylvania-Sales-and-Service
Work closely with the assigned Financial Consultants and independently to maximize revenue production by conducting marketing activities.  Incumbent will be responsible for contacting assigned FC’s book of business to solidify relationships, coordinate all prospecting and follow-up efforts, follow-up on referrals received from business partners and provide activity reporting. Support Financial Consultants as a liaison between Operations and the PhoneBank, promptly responding to all client service requests, scheduling appointments for assigned Financial Consultants, while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis.   Travel within assigned geographic location may be required.  
 

Qualifications

Excellent oral and written communications skills
MS Excel and Outlook experience required
Knowledge of PC applications, spreadsheets and word processing
Ability to prioritize objectives in a fast-paced environment
Bachelor's Degree or equivalent work experience preferred
FINRA Series6 and 63 preferred or the ability to obtain within 6 months; 65, LAH helpful
2+ years investment industry experience a plus
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385415]]> Sun, 15 Apr 2012 16:00:00 GMT 2355539-Pittsburgh-Sales-and-Service
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

385179]]> Thu, 05 Apr 2012 16:00:00 GMT 2329710-Philadelphia-Finance
Act as primary relationship officer for assigned book of business, targeted at approximately 140 relationships (both borrowing and non borrowing)


Primary focus is on exceeding specific goals around net portfolio growth in loans and deposits along with new production in deposits, loans, cash management and total revenue.


Actively prospect as a way to generate new customer relationships and met or exceed production goals.


Customer retention, profiling and expansion through active calling to portfolio customers for referrals while deepening and growing relationships 


Develop a targeted COI  (center of influence) list and have a detailed plan to build relationships which lead to referral business to achieve goals.


Ability to source, structure and present business lending opportunities.


Actively partner on a weekly basis with internal partners (assigned BBO’s, branches, investment specialist, cash management, mortgage specialist, insurance specialist, your place banking, etc.).  Introduce top clients to appropriate specialist to deepen share of wallet.  Prospect with specialists depending on situation. 


Provide specific assistance to assigned BBO’s for outside joint calling, technical questions related to larger deposit and loan opportunities, etc.


Recording of all call activity and call notes on a weekly basis in SFDC


Required to make a targeted number of “in person” calls to prospects, customers, COI’s and internal partners weekly & monthly.  Discuss these calls in weekly sales meetings and check-ins with Market Managers.

Qualifications

Undergraduate degree preferred or equivalent work experience


Must be goal oriented as well as flexible and adaptable to a rapidly changing marketing environment.


Minimum of 2 years Business Banking Relationship Management experience in a banking of financial service environment.


Commercial and consumer credit experience required.


Proven track record in sales and business development


Strong oral and written presentation skills


Knowledge of business deposit, cash management and loan products.


Effective networker and active community involvement .

Hours and Work Schedule

Hours per Week: 40
Work Schedule: Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
384582]]> Tue, 20 Mar 2012 16:00:00 GMT 2283987-Philadelphia-Sales-and-Service
The incumbent is primarily responsible for all aspects of the selling process for education finance products.  The products may encompass several different program features. Drive the sales process from initial contact with potential clients through to closing the sale which means becoming a preferred education financing lender for the institution.  Coordinate all communication with the client in order to develop the relationship.  Build and monitor market share toward volume goals by assessing client’s needs and responding quickly to issues.  Be available to conduct debt counseling, financial aid awareness sessions, etc. at the institution’s request. Attend all activities relating to industry tradeshows and other direct customer facing opportunities. 
 

Qualifications

3-5 years of marketing/sales required.  Specific experiences with education financing products or financial aid experience a plus. Ability to work independently with little supervision or direction. Strong communication skills with a strong ability to multi-task.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of Citizens Bank of Pennsylvania to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
384591]]> Sun, 18 Mar 2012 16:00:00 GMT 2276349-Pennsylvania-Sales
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384565]]> Thu, 15 Mar 2012 16:00:00 GMT 2271345-Erie-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

384574]]> Thu, 15 Mar 2012 16:00:00 GMT 2271344-Pennsylvania-Finance
Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solutions to meet clients’ long and short term goals.
Contribute to profit, sales and product targets of the Retail and Wealth Management Group by selling appropriate wealth management and banking services to the portfolio of clients. To profitably manage, grow and acquire a portfolio of affluent accounts . Maintain existing clients relationship and balances to further develop accounts through cross-selling by maintaining regular personal contact with clients and developing deep long term relationships. Expand the size and quality of the client base through initiating new relationships and developing existing ones to increase the penetration of wealth, investments and retail bank products. Expand number of relationships thru referrals and provide referrals to other bank specialists. Provide a high-level of customer service to clients by resolving and addressing issues and/or concerns, answering questions and coordinating client service activities with other areas of the organization. Become the trusted advisor to clients, providing guidance across the full range of wealth management and banking products, and a consistent, credible, responsive and accessible point of contact for clients. Maintain knowledge of capital markets and financial instruments. Perform compliance review of assigned accounts. Maintain a high awareness of regulations, ethics and compliance issues. Conduct reviews of all accounts and assets in accordance with applicable procedures and requirements. Handle other assignment as directed by manager.
 

Qualifications

Bachelors degree preferred or relevant equivalent experience
3-5 years of banking experience
Experience/exposure to banking/investment/wealth management
Experience with sales of consumer mortgage and home equity recommended
Excellent customer service and communication skills
Knowledgeable of regulatory requirements to ensure a sound control environment
Proven record of developing client relationships and success in relationship selling
Series 6 & 63 Securities License required within 90-days of hire
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

383562]]> Thu, 09 Feb 2012 14:00:00 GMT 2163136-Pennsylvania-Sales
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.

Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS. This position can be hired in the following states: PA, DE, NJ, and NY.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

382667]]> Tue, 03 Jan 2012 14:00:00 GMT 2073720-Pennsylvania-Sales-and-Service
As an employee of Citizens Financial Group, you become a part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Financial Group is an established and successful financial services company with a branch presence in 12 states and the ability to conduct business globally.  We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.


Citizens Financial Group is honored to be a top Lender in the Mortgage sector and is focused on growing our market share in the states we currently operate. We are currently hiring talented Mortgage Loan Officers who proactively identify, develop and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. External relationships are the cornerstone of generating new business and may consist of realtors, builders, professional and personal contacts. Our Loan Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations.  You will be responsible for interviewing new and existing customers to determine their loan needs and advising those customers of appropriate products, terms, and pricing, while gather any additional required information. It will be necessary to generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives.
 

Qualifications

BA/BS degree or equivalent experience in residential mortgage sales preferred


Three plus years of retail residential mortgage sales experience


Documented residential mortgage loan volume in the past 12 months of $12 million (minimum)


Established relationships with local referral networks


Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences


Strong computer skills and experience utilizing laptop technology


Successful candidate must meet and comply with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS


This position can be hired in the following states: NY, PA, DE, and NJ.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.
380515]]> Tue, 27 Dec 2011 14:00:00 GMT 1787861-Philadelphia-Sales-and-Service
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

382233]]> Thu, 15 Dec 2011 14:00:00 GMT 2037027-Dallas-Finance
CCO Investment Services Inc. is honored to be a leading provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Consultants who proactively identify and sell a broad array of Investment and Insurance products to bank customers. 

The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices.  Our Financial Consultants will proactively call on potential new clients to promote and sell our investment products and services, while developing strong working relationships with our branch personnel in assigned territory.  We will ask that you also provide coaching and sales support to Branch personnel, while promoting ethical and fully compliant behavior within your given territory.
 

Qualifications

Series 7 and 65/66, Life Accident & Health licenses (Series 24 a plus)


Bachelor's degree or equivalent work experience


Excellent oral and written communication skills


A team orientation with a strong work ethic and entrepreneurial spirit are desired


3 or more years experience selling investment products


Strong computer skills and experience utilizing laptop technology.
 

Hours and Work Schedule

Hours per Week:   40


Work Schedule:    Monday-Friday 8:00AM-5:00PM
 

Equal Employment Opportunity

It is the policy of CCO Investment Services, Corp. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

382326]]> Thu, 15 Dec 2011 14:00:00 GMT 2037020-Philadelphia-Finance