Finance Jobs in Pennsylvania

This is an on-site position based in Salunga, PA, not remote. You'll be out in the community regularly: visiting clients, sitting in on care plan meetings at senior living facilities, and being the steady, trusted face families see when everything else feels overwhelming. As a Case Manager, you're the person who makes sure nothing falls through the cracks. You'll track and pay client bills on time, every time, reconcile accounts down to the penny, and serve as the go-to contact for senior living communities and healthcare providers when a client can't advocate for themselves. It's precise, detail-heavy work - and it matters enormously to the families counting on you to get it right. You won't be making the big calls alone. Every fiduciary decision routes to Pam Witwer, our Founder and Fiduciary of Record - your job is running the day-to-day with accuracy, sound judgment, and the discipline to know exactly when to escalate. If you're the person who catches the discrepancy nobody else would have noticed, and who can sit across from a grieving family and bring both warmth and order to a hard moment, this is where that belongs. Compensation: $23 - $25 hourly Responsibilities: The Case Manager manages the day-to-day execution of assigned client cases under that authority. This teammate tracks and pays client bills, monitors and reconciles bank accounts, serves as liaison to senior living communities and healthcare providers, coordinates the operational side of healthcare matters, maintains the client record, and reports to the Fiduciary of Record on a defined cadence. This teammate does not hold the fiduciary appointment, does not exercise fiduciary discretion, and does not make financial, healthcare, or legal decisions on behalf of a client. Every such decision is escalated to the Fiduciary of Record in accordance with the Fiduciary Escalation Matrix. This role requires the highest standards of ethical conduct, precision, and compassionate client service, and the discipline to work independently while operating strictly inside a defined authority boundary. MAJOR DUTIES AND RESPONSIBILITIES Financial Administration - Track and pay client bills on schedule. On-time payment is a core function of this role and is not discretionary. - Monitor client checking and operating accounts for balance, unusual activity, and unauthorized debits - Reconcile bank, investment, and facility statements monthly - Maintain the client's checkbook register and all supporting documentation - Prepare monthly client financial summaries for review by the Fiduciary of Record - Assemble documentation supporting client invoicing, tax preparation, and annual accounting. The Fiduciary of Record reviews and signs all filings and accountings. - Identify and immediately escalate financial irregularities, suspected exploitation, or fraud Facility and Provider Liaison - Serve as the primary point of contact with senior living communities, personal care homes, memory care units, and skilled nursing facilities - Attend care plan meetings, document outcomes, and circulate written notes to the Fiduciary of Record - Review facility invoices for accuracy before payment - Track the level of care, room assignment, rate changes, and any facility notices affecting a client - Conduct periodic client visits to observe well-being, living conditions, and service needs, and document what is observed Healthcare Coordination - Coordinate medical appointments, transportation, prescriptions, and care transitions - Communicate with physicians, nurses, and healthcare teams to gather information and relay decisions made by the Fiduciary of Record - Track medication changes, hospitalizations, falls, and discharges, and document all clinical developments - Escalate every healthcare decision, consent request, and change in level of care to the Fiduciary of Record. This teammate does not authorize procedures, medications, or treatment plans. Case Documentation and Reporting - Maintain the complete client record in Flowlu in accordance with LPES naming and workflow standards - Log every material client, family, facility, provider, and professional contact - Deliver a written weekly case report to the Fiduciary of Record on each assigned client - Produce written correspondence and work product that consistently reflects the professionalism of LPES. Every document leaving this office, whether a letter to a bank, an email to a family member, or a note to a facility director, is a representation of the firm. - Escalate in accordance with the Fiduciary Escalation Matrix, without exception and without independent judgment as to whether an escalation is warranted Family, Beneficiary, and Professional Communication - Serve as liaison to family members, out-of-state relatives, beneficiaries, and interested parties - Respond promptly to inquiries from families, beneficiaries, and professional referral partners - Communicate decisions made by the Fiduciary of Record. This teammate does not make, negotiate, or modify them. - Collaborate with attorneys, financial advisors, care managers, and accountants engaged by the Fiduciary of Record. This teammate does not engage or dismiss professionals on a client matter. - Route all legal, tax, court, and conflict matters to the Fiduciary of Record - Report suspected abuse, neglect, or exploitation immediately to the Fiduciary of Record and comply with all mandated reporting obligations ACCOUNTABILITY FOR FUNDS AND PROPERTY This teammate handles client financial records, bank statements, bills, and account information for accounts that may range from thousands to hundreds of thousands of dollars. This teammate has no signature authority and no independent access to move, withdraw, or transfer client funds. Accountability in this role runs to the completeness and accuracy of the record: every transaction documented, every statement reconciled, every irregularity surfaced. Failure to detect or report a loss, waste, or exploitation of client assets is a failure of this position. Qualifications: EDUCATION AND TRAINING An associate or bachelor's degree in business, accounting, social work, gerontology, legal studies, or a related field is preferred. Equivalent professional experience will be considered in place of a degree. On-the-job training and mentorship are provided to ensure familiarity with LPES procedures, the Fiduciary Escalation Matrix, legal requirements, and ethical standards. Certification as a professional fiduciary is not required for this position. EXPERIENCE Three years of professional experience in bookkeeping, account reconciliation, estate or trust administration, elder care coordination, senior living administration, banking, or a closely related field is required. Prior experience supporting a fiduciary, trustee, estate administrator, or elder law practice is strongly preferred. QUALIFICATIONS - Demonstrated attention to detail in practice, not in theory. Candidates will be evaluated on a work sample, not on self-assessment. - Written correspondence and work product of consistently high quality, appropriate for delivery to attorneys, banks, courts, facility administrators, and grieving families - Ability to work independently, without daily supervision, and still consistently produce results on schedule - The discipline to operate inside a defined authority boundary, including the judgment to recognize when a matter is not this teammate's to decide, and the willingness to stop - Strong ethical standards and commitment to the fiduciary obligations of the firm - Financial literacy, with practical experience in bill payment, reconciliation, and online banking - Working knowledge of healthcare systems, Medicare, Medicaid, and insurance processes - Compassionate, patient manner with older adults and vulnerable populations, and the composure to navigate difficult family dynamics - Comfort and fluency with AI tools as part of daily work product and workflow. LPES uses Claude. - Proficiency with Microsoft Office and Google Workspace - Proficiency with CRM systems. LPES uses Flowlu. Training provided. - Proficiency with the Quo application for firm phone service. Training provided. - Proficiency with online banking platforms and document management systems - Valid driver's license, current auto insurance, and reliable personal vehicle for client visits and professional meetings. Mileage reimbursement provided. - Successful completion of a background check and credit check - Successful completion of a DiSC assessment COMPLEXITY AND JUDGMENT This teammate manages complex, emotionally charged client situations and must balance competing priorities across multiple active cases. The judgment required in this role is operational rather than fiduciary. This teammate exercises independent judgment in how the work gets done, in what order, and to what standard. This teammate does not exercise independent judgment as to what the client's decision should be. The single most important judgment this teammate makes is recognizing when a matter has crossed out of operational territory and into fiduciary territory, and escalating it. The Fiduciary Escalation Matrix governs. When in doubt, escalate. There is no penalty for escalating a matter that turns out to be routine. About Company . click apply for full job details

Working at Liberty Coca-Cola Beverages LLC is all about pursuing a career not just a job. Discover what it means to be energized by a multitude of possibilities and a dynamic team. About Liberty At Liberty Coca Cola Beverages LLC, we're committed to creating a workplace that reflects the vibrant communities we serve; where every associate feels valued, supported, and inspired to grow. Our people are our greatest asset, and we invest in them through a culture grounded in safety, integrity, collaboration, and innovation. With competitive compensation, comprehensive benefits (Medical, Dental, Vision, Prescription, 401K and more), and a focus on learning and advancement, we empower our teams to lead with courage, drive results, and foster success. Join a company where you can help us refresh and celebrate the moments of today while creating the possibilities of tomorrow. Summary The Finance Specialist serves as the business partner and trusted advisor to the Executive Leadership team in Headquarters. This is a high-visibility finance role at the center of executive decision-making, partnering directly with senior leaders to shape budgets, forecasts, and strategic outcomes across the company. This position supports Headquarter functions including Human Resources, IT, Legal, Finance, G&A, Safety, Public Affairs, and Business Transformation/Operational Excellence. This position assists the Shared Service record-to-report team with the monthly SAP close process and consolidated financial reporting for the purpose of maintaining an effective accounting system to optimize spending and improve overall profitability. The position is located at the company's corporate headquarters in Philadelphia, PA. Responsibilities More specific responsibilities include: Lead the timely build of the annual budget, translating key operational and strategic assumptions into the financial plan. You will lead working sessions with departmental Vice Presidents and their teams, Shared-Service accounting management, and key finance stakeholders to deliver annual business plan on time and in full Lead the monthly rolling estimate for the areas supported to reforecast business changes against original plan and provide course-correcting recommendations and analysis to management/leadership, as needed. Drive performance insights by analyzing results against plan, historical trends, and key KPIs- clearly explaining what's happening in the business and why. Develop clear, well-formatted executive presentations that summarize relevant financial and operational information. Responsible for certain functions of the monthly close process such as, but not limited to, preparing monthly journal entries, review of prepared monthly account reconciliations, invoices, and exposure reports. Responsibilities Continued Deliver insightful ad-hoc financial analysis to support executive decision-making Coordinate total company purchasing card and travel and entertainment card programs and work in conjunction with Shared Services center on ensuring timely processing of expenses. Establish regular meeting routines to foster interdepartmental trust, communication, and knowledge sharing to ensure business objective alignment and execution. Develop and recommend creative solutions for continuous improvement of processes. Responsible for Capital Forecasting and depreciation planning for the entire business Coordinate with Treasury, Procurement, and Shared Services center on vendor set up and payment processes Develop and oversee enterprise-wide claim reserve models for auto liability and workers' compensation, delivering clear, summarized reporting to support risk and financial planning Coordinate with external partners on ad hoc requests Other duties as assigned Qualifications Technical The Finance Specialist will be an accomplished accounting professional with proven financial and financial systems skills, solid business acumen and leadership ability. Additionally, the candidate will possess: Bachelor's degree in accounting, finance, business management is required; Advanced degrees or certifications (MBA, CPA, CMA) are welcome and can accelerate growth, but are not required 5+ years of finance and/or accounting experience required. Excellent general accounting skills, thorough working knowledge of US GAAP standards, and ability to research and document accounting issues. Ability to analyze financial information and prepare reports for management. Highly proficient in Microsoft Office products (Excel, Word, Powerpoint) and data visualization tools (PowerBI, Tableau). SAP, or large ERP system, experience required. Experience in consumer packaged goods is strongly desired Qualifications Continued Personality and Cultural Success Factors The Finance Specialist must also possess the following traits: Understands how day to day decisions impact financial outcomes Ability to think critically through ambiguity and execute against deadlines. Ability to exercise sound judgment and take initiative in resolving problems and making recommendations. Excellent interpersonal and communication skills and ability to collaborate well as part of a team. Strong aptitude for reporting systems and desire for process improvements required. Strong organization skills. Highest level of integrity. Must possess strong computer skills and be a self-starter, results-driven, and detailed-oriented. Additional Information Liberty Coca-Cola Beverages LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Click here to review Philadelphia's Fair Chance Hiring Law: For additional information, please visit our company website at

As an Armed Vault Teller- 2nd Shift, you work with your team to maintain inventory in our cash vaults for our Loomis customers. - Shift time: Start from 12:30pm and end time varies from 7:30pm to 11:00pm. However, the average time is 9:00 p.m. Responsibilities: - Check identifying numbers or seals on bags of deposits and/or change shipments against the receipts accompanying each bag, or against the provided manifests - Count items, record amounts and serial numbers, sign and date receipts and manifests - Load/unload wagons or flatbed carts with bags/boxes of coin - Sort individual cargo items by route - Communicate verbally with co-workers and with customers via telephone Requirements: - Load/unload bags/boxes of currency, checks, and coin weighing an average of 50 lbs. per item several times during a 6-to-10-hour shift, 5 to 6 days a week - Push wagons, carts, buggies, dollies loaded with cargo weighing up to several hundred pounds - Unrestricted ability to repetitively bend, stoop, squat, stand, walk, climb, twist, turn, and reach out - Ability to perform repetitive lifting of items weighing an average of 50 lbs. each from floor - Ability to walk continuously between bins, vaults, booths, and counters - Ability to stand on concrete floor approximately 80 percent of shift - Ability to sign and record numbers by hand and to make entries on records and prepare reports. - Ability to count, add, subtract and balance columns of numbers - A valid firearms permit or ability to pass applicable firearms requirements per the state to which you are applying is required Working Conditions: - Work in a room within a vault with little or no exposure to outside light - Full-time schedule can potentially consist of an average of 40 to 50 hours/week, with a minimum of 5 days during a 6-day period Essential Functions/Job Qualifications - Ability to maintain a stooped or squatting position for several minutes to perform the sorting function. - Ability to walk continuously between bins, vaults, booths, counters. - Ability to stand on concrete floor approximately 80 percent of shift. - Ability to read and speak the English language sufficiently to converse with co-workers and customers, and to read receipts, manifests and reports. - Ability to sign and record numbers by hand and to make entries on records and prepare reports. - Ability to count, add, subtract and balance columns of numbers. - Ability to meet State requirements for handgun license/permit or Security Officer Commission. As part of the qualification process for the Vault Custodian position, a Human Performance Evaluation (HPE) is required. This evaluation requires successful completion of testing in the below areas. - Lift: 25lbs vertical lift from 10 inches to 66 inches from the floor (1X) - Lift-Carry: 18lbs vertical lift from 1 inch to 44 inches from the floor, and horizontally transfer 15ft - (4X), 18lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 300ft(1X) and 50lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 2ft(2X) - Push-Pull: Horizontally transfer 47lbs of force on a sled (single, non-dominant arm), a distance of 1ft (2X) - Repetitive Coupling: Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (4X each) Our Benefits: Loomis employees drive the very core of our business. Our success depends on our team members, and that's why it's important for us to offer an employee benefits program that is not only extremely comprehensive, but also one of the best in the industry. Key benefit components include: - Health Insurance, Dental, Vision plan - Vacation and Sick Time (PTO) as well as Paid Holidays - Employee assistance plan - Short-term and Long-term disability - 401(k) plan - Basic life insurance plan - Voluntary life insurance plan - Flexible spending account - Dependent care account - Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company's managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team!

Description: About our company: Bakerly, a happy family-owned company, is proud to be home to one of the fastest-growing brands in the U.S. food industry! Our mission is to craft high-quality bakery products like those enjoyed by millions of families in France. Our reason for being is simple: To inspire moments of joy and connection through our love of authentic French baking, one batch at a time. At Bakerly, our teams are guided by core values that define who we are and how we work: Honesty in everything we do, reliability in how we deliver, collaboration in every outcome, positivity in the face of challenges, and a commitment to excellence that pushes us to go the extra mile. Our offices located in Miami, FL, Easton, PA, and San Antonio, TX, will make you feel right at home. Please visit our website to learn more about our delicious French crêpes, golden chocolate croissants, fluffy pancakes, and our large range of outstanding French brioches. Job Description: The Industrial FP&A Analyst provides financial oversight and analytical support for Bakerly's U.S. manufacturing operations, serving as the primary finance partner to plant leadership. Responsibilities include financial reporting, cost and variance analysis, inventory monitoring, yield and OEE performance tracking, and operational support across two plants and seven production lines. This role offers a unique opportunity to build and enhance financial tools, dashboards, and processes while gaining direct exposure to plant leadership and the CFO. The position provides valuable experience in manufacturing finance and visibility into the full plant P&L. Success in this role depends on strong cross-functional collaboration, working closely with operations, plant leadership, and finance teams to translate data into actionable business insights and support informed decision-making. As a key contributor to Bakerly's growth, this position helps drive operational excellence while supporting our mission of delivering high-quality bakery products and upholding our core values of honesty, reliability, collaboration, positivity, and excellence. Requirements: Collaboration - Work with plant directors, line supervisors, and all operations teams (supply chain, quality, maintenance, continuous improvement, etc.) to monitor production performance. - Communicate effectively with plant leadership and the financial team regarding weekly and monthly financial results, cost variances, and performance trends, ensuring all stakeholders have clear and actionable financial information. Yield & OEE Analysis - Effectively track Yield and Overall Equipment Effectiveness (OEE) for each of the 7 production lines - Run period-over-period comparisons (WoW, MoM, YoY) by line and product category - Identify and quantify gaps into financial impact ($ lost, $ recoverable) - Present findings and action items to plant managers and line supervisors on a monthly basis Financial Reporting - Weekly and monthly financial reporting on key production accounts (including raw materials, direct labor and utilities consumption) and ancillary accounts (including purchase price variance, inventory scrapping and cycle count variance) - Cost per Ton monitoring and analysis (crêpes, brioche, and overall blended average) Cost Center Analyzer - Plants - Own the monthly close for all plant cost centers across both US sites - Analyze actuals vs. budget by cost center and expense type; maintain cost center structure as operations evolve - Verify cost allocations and correct mispostings Monthly Results Presentation - Prepare and present the monthly plant performance review to plant leadership - Summarize key variances, top drivers, and action items; ensure consistency between operational data and financial figures Requirements: Education: - Bachelor's degree in Finance, Accounting, Business Administration, or a related field required. Master's degree or CPA/CMA a plus. Experience: - 3-5 years of experience in manufacturing cost controlling, industrial FP&A, or plant finance in a production environment. Food & Beverage or CPG industry experience strongly preferred. - Demonstrated experience building financial reports and dashboards from scratch. - Familiarity with ERP systems (SAGE preferred) and BI tools (Power BI preferred); advanced Excel proficiency required. Skills: - Strong analytical skills with ability to translate complex financial data into clear, actionable insights for non-finance audiences. Comfortable working on the production floor with plant operators and managers. - High autonomy and self-direction in an environment with limited on-site financial supervision. - Full professional English proficiency required; Spanish and/or French is a plus. Job Type: Full-time/onsite Location: Easton, PA Benefits and Perks: - Competitive salary and performance-based bonus incentives. - Comprehensive health, dental, and vision insurance packages. - Employer-paid life insurance and long-term disability. - Flexible spending accounts (FSA). - Additional supplemental insurance program offered, including life, critical, accidental, short-term disability. - Free stress-management counseling and discounts on health and fitness products. - Generous PTO policy and 401k plan with a 3% employer match. - 9 paid company holidays. - 40% discount on all company products. We are committed to ensuring a diverse and inclusive workplace, free from discrimination. Our recruitment process is based solely on individual qualifications and skills, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We adhere to all applicable laws and regulations regarding non-discrimination in employment. PIdd29040b4eff-0504

Description: Find the workplace you've been looking for join our Reliance Bank team! We're seeking an experienced and motivated Assistant Branch Manager to serve as the on-site leader of our Plank Road Office in Altoona, PA - driving operational excellence, team performance, and exceptional customer experiences. This role is ideal for a banking professional who enjoys leading people, building customer relationships, driving business growth, and making a meaningful impact within their community. As Assistant Branch Manager, you will partner closely with the Regional Manager to achieve branch goals while providing day-to-day leadership and support to your team. Why Join Our Bank? At Reliance Bank, you'll be part of a team that values collaboration, integrity, accountability, and exceptional customer service. We are committed to investing in our people, supporting career growth, and creating an environment where team members can make a meaningful impact on customers and communities every day. If you're ready to take the next step in your banking career and lead a team committed to delivering outstanding service, we encourage you to apply today. What You'll Do Lead Branch Performance - Serve as the primary on-site leader responsible for daily branch operations. - Drive branch performance through strong leadership, accountability, and customer focus. - Monitor sales, service, operational, and growth metrics to ensure branch goals are achieved. - Oversee cash management, ATM operations, TCR management, and operational controls. - Ensure compliance with bank policies, procedures, and regulatory requirements. - Support branch staffing and perform Personal Banking Advisor responsibilities as needed. Build Customer Relationships & Business Growth - Deliver an exceptional customer experience through personalized service and financial guidance. - Assist customers with account openings, account maintenance, consumer lending needs, and banking transactions. - Identify opportunities to deepen customer relationships through relevant products and services. - Resolve customer concerns with professionalism and a commitment to service excellence. - Promote digital banking solutions and financial tools that enhance convenience and accessibility. - Represent the bank within the community and cultivate relationships with local businesses and organizations. Coach & Develop Your Team - Lead, mentor, and develop branch team members to achieve individual and branch goals. - Foster a positive, engaged, and high-performing team environment. - Provide regular coaching, feedback, and performance support. - Partner with Human Resources on recruiting, onboarding, performance management, and team member relations matters. - Manage scheduling, timecard approvals, staffing coverage, and PTO requests to ensure operational effectiveness. Collaborate Across the Organization - Partner with leadership and internal departments to support strategic initiatives and business objectives. - Participate in meetings, projects, and committees that contribute to organizational success. - Share insights and recommendations to improve branch performance and customer satisfaction. Requirements: What We're Looking for: The ideal candidate for the Assistant Branch Manager is: - A strong leader who motivates and develops others. - Customer-focused and relationship-driven. - An effective communicator and problem solver. - Organized, adaptable, and capable of making sound decisions in a fast-paced environment. - Committed to supporting the bank's culture, values, and community presence. Required Qualifications for the Assistant Branch Manager role: - High school diploma or equivalent. - Minimum of 3+ years of banking or financial services experience . - Demonstrated success in sales, customer relationship management, and effective team leadership and development. - Experience originating consumer loans with an annual loan volume of at least $1.5 million . - Valid U.S. Driver's License. - Ability to maintain NMLS registration in accordance with the SAFE Act. Preferred Qualifications - Associate's degree in Business or a related field. Benefits for This Role: We offer a welcoming community-focused workplace, emphasizing our Core Values of Integrity, Team , Relationships , Community and Growth. Additionally, Reliance Bank is proud to offer a comprehensive benefits package which includes: - Annual Bonus Program - 11 Paid Holidays - Annual Paid Time Off (PTO) Allotment - Gym Membership Reimbursement - Wellness Program - Mileage Reimbursement - Medical, Dental, and Vision Coverage - Matched 401(k) Retirement Savings Program - Flexible Spending Plans/Health Savings Account - Life Insurance - Short and Long-Term Disability - Career development and learning opportunities Working Conditions and Physical Demands: Work is normally performed in an interior/office environment. This position requires the ability to remain in a stationary position for large portions of the day, with ongoing need to move about the immediate workspace or to other areas of the office to accomplish tasks. Constant use of repeated motions involving the hands, wrists, and fingers is required, as well as an ability to observe details at close range throughout the day; may occasionally need to bend, stoop, reach or stretch to retrieve items or accomplish tasks. May adjust or move items weighing up to 50 lbs. Reliance Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all team members. PIc6433f5149e8-8108

As Cash Management Services Teller , you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers. Duties: - Conduct deposit verification and/or change order preparation using specialized counting equipment and procedures. - Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination. - Prepare currency and/or coin change orders by denomination for each customer assigned. Qualifications: - Ability to read, count, add, subtract, write and record numbers. - Ability to perform simple computer data entry. - Ability to use calculator by touch. Working Conditions - Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts - Work is performed in a room or work area within a vault with little or no exposure to outside light - Work is performed from a sitting position (on a stool with back support) or standing position (in front of a 3.5 - 4 foot high counter) Benefits: Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: - Vacation and Sick Time (PTO) as well as Paid Holidays - Health & Dental Insurance - Vision Insurance - 401(k) Plan - Basic Life Insurance Plan - Voluntary Life Insurance Plan - Flexible Spending and Health Savings Account - Dependent Care Account - Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company's managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team! Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, protected veteran status or disability.

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Serves as the primary point of contact for complex existing clients. Develops and maintains strong relationships. Proactively evaluates client needs and financial goals and recommends services to improve the client relationship. Core Responsibilities 1. Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention. 2. Evaluates client needs through consultations. Researches service improvement options and strategies to meet client needs. Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals. 3. Resolves complex client issues related to products, services, or processes. Processes may not be clearly defined and may require creative solutions. 4. Facilitates the creation of service solutions for clients, requiring cross-team connections to address gaps in process or services that are not easily defined or clearly owned by any single team. 5. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. 6. Participates in special projects and performs other duties as assigned. Qualifications - Minimum of five years related work experience. Three years experience in Financial Services and Relationship Management preferred. - Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. - This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.