71 finance jobs found in Exton, PA

Join JPMorgan Chase’s Consumer & Community Bank Finance Integration team! The Firmwide Financial Controllers organization ensures the accuracy, integrity, and timeliness of the Firm’s books and records, while providing essential reporting to both internal and external clients. Within this group, the Finance Integration Team manages the end-to-end change management agenda to prepare Controllers for new products and systems. Team activities include conducting impact assessments, defining business and technology requirements, creating testing strategies, supporting end-to-end testing, and documenting changes to establish new operating models. Due to the complexity of these initiatives, the team collaborates closely with stakeholders across the organization, including Controllers, Product, and Technology partners.   As a Financial Control Project Manager – Associate within our Consumer & Community Bank Finance Integration team, you will offer project management support for...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 200 West Lancaster Avenue - Frazer, Pennsylvania 19355 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Location: 1500 East High Street, Pottstown Pennsylvania Program Duration: MAY 26, 2027 – AUGUST 6, 2027 Key Investment Services Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.  KIS provides investment guidance, planning services, investment and insurance products to Key’s mass and mass affluent customer base.  We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next. The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key. Essential Functions Partner...

Location: 223 Shoemaker Road - Pottstown, Pennsylvania 19464 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Location: 2624 Egypt Road - Norristown, Pennsylvania 19403 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Summary Partners with Business Banking Relationship Managers (BBRMs) to acquire new clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 million. Utilizes a robust network of COIs and internal Business Banking sales partners to generate sound profitable growth. Works as the trusted advisor, positions the client relationship for deeper cross-sales by their relationship manager for a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities. Researches and understands competitors' strengths/weaknesses and product offerings/pricing. Essential Functions Maintains an in-depth knowledge of SBA products and a basic knowledge of broader business banking products services as well as knowledge of...

Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in...

Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions   As a Senior Associate in Consumer Banking P&A, you will partner with P&A and other finance teams across the business to understand business and financial results and support the financial analytics and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. You will also contribute to the analyses that support public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.   Job responsibilities Support key financial activities including recurring financial reporting, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and business resiliency  Perform variance analysis and refine...

Best Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative lending solutions and financial health tools. As a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institution—working together to create a better financial future for our customers and communities. At Best Egg, you’ll find a culture grounded in our core values—putting people first, creating clarity, delivering with excellence —enhanced by Barclays’ commitment to integrity, inclusion, and long-term impact. Together, we empower our colleagues to challenge, innovate, and take ownership while making a meaningful difference in people’s financial lives. With the strength of Barclays behind us, we offer expanded opportunities for growth, development, and career mobility across a global organization—while continuing to build the products and...

Join a team where your analytics directly shape how we acquire, engage, and serve small business customers—while helping improve product experiences and profitability through data-driven decisions. As a Quantitative Analytics Senior Associate at JPMorganChase within the Small Business Card team, you will assess portfolio performance, build executive-ready reporting, and translate customer behavior (spend, payment, and engagement) into insights that inform marketing strategy, resource allocation, and product innovation. You will partner across marketing, product, finance, and risk to turn complex analysis into clear recommendations and measurable outcomes. Job responsibilities Manage and analyze large, complex datasets from multiple sources to develop actionable insights that drive measurable business outcomes Apply advanced analytical and data mining techniques to identify meaningful patterns and translate findings into customer behavioral insights Communicate analytical...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Delaware Trust...

Best Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative lending solutions and financial health tools. As a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institution—working together to create a better financial future for our customers and communities. At Best Egg, you’ll find a culture grounded in our core values—putting people first, creating clarity, delivering with excellence —enhanced by Barclays’ commitment to integrity, inclusion, and long-term impact. Together, we empower our colleagues to challenge, innovate, and take ownership while making a meaningful difference in people’s financial lives. With the strength of Barclays behind us, we offer expanded opportunities for growth, development, and career mobility across a global organization—while continuing to build the products and...

Best Egg, now part of Barclays, is a market-leading, tech-enabled financial platform helping people build financial confidence through innovative lending solutions and financial health tools. As a Barclays company, we combine the agility and customer focus of a fintech with the global reach, stability, and purpose of a leading financial institution—working together to create a better financial future for our customers and communities. At Best Egg, you’ll find a culture grounded in our core values—putting people first, creating clarity, delivering with excellence —enhanced by Barclays’ commitment to integrity, inclusion, and long-term impact. Together, we empower our colleagues to challenge, innovate, and take ownership while making a meaningful difference in people’s financial lives. With the strength of Barclays behind us, we offer expanded opportunities for growth, development, and career mobility across a global organization—while continuing to build the products and...

Job Description The Consumer and Community Banking division at Chase provides a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Within this division, the Analytics and Business Strategy Execution team leverages data to create competitive advantages and generate critical analytical insights to support strategic initiatives for Collections and Recovery Operations. As a Quantitative Analytics Associate Senior in the Analytics and Business Strategy Execution team, you will play a key role supporting data-driven decisions with direct impact to the financial bottom line collaborating with partners and stakeholders to drive operational excellence. You will leverage data governance, predictive analytics, strategy development, data science and machine learning disciplines to understand and predict customer and industry behavior, set quantifiable goals,...

Job Description: As an Associate in Card Acquisitions Risk SMB Strategy, you will directly engage and influence Acquisitions risk strategies in the newly created 1st line credit function within the Card Credit Decisioning Unit (CDU).  You will play a key role in defining the risk appetite for Small Business within Card acquisitions, managing credit risk, ensuring sound lending decisions that balance value creation and prudent risk management. Additionally, you will develop risk management strategies in partnership with the Credit Risk organization, and shape underwriting policies to align with the bank’s financial goals. This includes management of risk-taking activities for card originations from approve/decline to credit line assignment for the business card portfolios within Card’s ~10mm new accounts annually. This role requires analytical curiosity, experience with complex data, and a detail oriented mind.  Job Responsibilities:  Evaluate the Credit Box in...

As a Strategic Analytics Associate in Customer Exposure Management Credit Risk Strategy team, you will be part of the core policies that keep our customers engaged while managing the risk of customer’s total exposure. You will be responsible for leading the efforts to provide effective challenge and recommendations to the customer exposure policies, supporting the balance between satisfying customer total exposure needs and responsible lending. You will also be responsible for the risk management of the waterfall income policies, where decisions are made of the best source of income to be leveraged to assess affordability and risk across portfolio proactive policies. You will meet regularly with partners across Risk Management (as both customer exposure and waterfall income are upstream policies for many proactive policies across acquisitions and portfolio), Finance, Lending, Product and Business units.      Job Responsibilities Lead analytics to drive risk policies...

  Job Summary  You’ll join the Card Data & Analytics team, a strategic partner to the Card organization using data and analytics to accelerate growth, improve campaign performance, and deliver actionable insights. In this role, you’ll work closely with stakeholders to enable informed, data-driven decisions and continuous improvement across the Chase Card portfolio.   As a Quantitative Analytics Senior Associate at JPMorganChase within the Card  Data & Analytics organization, you will leverage your analytical expertise to guide strategic decisions through executive dashboards, ongoing reporting, and deep-dive analyses that address emerging business challenges. You will assess portfolio performance to uncover optimization opportunities and translate customer behavioral data—including spend, payment, and engagement patterns—into insights that shape marketing strategies and enhance card profitability through targeted campaigns and product innovations....