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Finance service representative jobs in Allentown, PA - 409 jobs

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  • In-Home Sales Representative

    Pella Windows and Doors | Gunton Corporation 4.4company rating

    Finance service representative job in Allentown, PA

    Sales with Pella At Pella Windows & Doors by Gunton Corporation, our Residential Sales Representatives deliver a world-class in-home buying experience by selling the Pella Promise: The best product for your home and budget, a no-mess, no-guess installation, backed by a total care guarantee. As the largest independent distributor of Pella Windows & Doors, Gunton Corporation has powered more than 90 years of success, and we're growing fast. If you want a career where your effort directly drives your income and your results matter, this is your moment. Territory We love when our Sales Reps live in the territory they sell. Each of our territories are centered around our showrooms which are located in the following areas: Harrisburg, PA Langhorne, PA Plymouth Meeting, PA Whitehall, PA Cherry Hill, NJ Wilmington, DE What You'll Do - Own the Sale Run high-impact, in-home sales appointments with qualified homeowners. Execute the in-home sales process with confidence, urgency, and professionalism. Present and sell premium Pella replacement products and Gunton services. Maximize every opportunity through strong time management and CRM discipline. Conduct evening and Saturday appointments assigned by your Area Sales Manager. Build strong internal relationships to ensure seamless project execution. Follow up during and after installation to deliver a World-Class Customer Experience. Continuously sharpen your product knowledge and competitive edge. Who Thrives Here You're competitive, self-motivated, and results-driven. You're comfortable asking for the sale and closing in the home. You manage your time like a pro and take full ownership of your pipeline. You value professionalism, integrity, and long-term customer relationships. Preferred Experience College degree (preferred, not required) Outside or in-home sales experience Construction, remodeling, or home improvement background a plus Compensation Expected first-year earning potential: $85,000+ with uncapped commission and bonus opportunity Top performers earn $200,000 or more annually What We Offer Base salary plus uncapped commission and bonuses No Overnight Travel Small Geographical Territories Paid Training Vehicle Allowance Phone and Laptop Paid Vacation Paid Parental Leave Insurance (Health, Vision, Dental, Life) Flexible Spending Account 401(k) & Profit Sharing Gunton Corporation is pleased to be an equal employment employer. Decisions concerning employment, transfers, and promotions are made upon the basis of the best qualified candidate without regard to color, race, religion, national origin, age, sex, sexual orientation, marital status, ancestry, status as a disabled or Vietnam era veteran or any other characteristic protected by law.
    $85k-200k yearly 1d ago
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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Allentown, PA

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-128k yearly est. Easy Apply 60d+ ago
  • Floating Relationship Banker

    First National Bank of Pennsylvania 3.7company rating

    Finance service representative job in Wyomissing, PA

    Primary Office Location:2101 State Hill Road. Wyomissing, Pennsylvania. 19610.Join our team. Make a difference - for us and for your future. Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $28k-37k yearly est. 5d ago
  • Customer Service Representative/Route Service Representative

    Gateway Services Inc. 4.6company rating

    Finance service representative job in Quakertown, PA

    Customer Service Representative/Route Service Representative - Abby Glenn 📍 Quakertown, PA | M,T, TH, F 5AM-3PM | FT (40 hrs + overtime as needed) Wednesdays and Weekends as needed; on-call rotation participation afterhours/weekends req 💲 Pay Range: $19.00-$24.00/hr (Based on overall skill and experience) If you're a pet parent yourself or someone who feels strongly about giving back to your community of pet lovers and veterinary professionals, this role could be a perfect fit. About Gateway Services Gateway Services is North America's leading pet aftercare provider, trusted by over 17,000 veterinary clinics. With more than 2,300 team members across 140+ locations, we support pet parents with dignity, compassion, and care - one pet at a time. Please visit Gateway Services Inc. to learn more about us. (Don't worry if you haven't worked in pet aftercare before - we'll provide training!) Job Overview At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion. This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity. What you'll do: Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service Build trusted relationships with clinic staff and families through empathy, respect, and professionalism Safely handle pets in the aftercare process with dignity and care Manage customer needs and solve problems effectively Support Gateway's reputation for exceptional service in every interaction What we're looking for: Strong relationship-builder with excellent communication skills Empathetic and respectful, especially toward families and pets in our care Organized, dependable, and committed to customer service excellence Comfortable with driving responsibilities and being active throughout the day Pet lovers and pet parents are especially well-suited to this role The CSR role reports to the Care Center Manager. Duties & Responsibilities Relationship management: Serve as the primary point of contact for veterinary clinics on your route. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Develop and maintain strong relationships with veterinary clinic staff. Maintain and support growing account base. Educate clients on services, answer questions, and address concerns promptly. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Anticipate clinic needs before requested, ensuring the highest level of quality service. Maintain all proper documentation and tracking for all pets entrusted to you. Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Growing revenue from existing clinics (Same Store Sales Growth). Expanding services and products within your assigned route (Organic Growth). Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS). Minimizing customer complaints and ensuring on-time, exceptional service. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care. Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed. Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents. Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations. Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service. Frequent heavy lifting in a physically active environment. Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients. YOU'LL LOVE WORKING WITH US BECAUSE: The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with! OUR CORE VALUES: People First Exceed Expectations (HIT) Honesty, Integrity, Trust Be Passionate and Caring Continuously Improve What You'll Get At Gateway, we believe in rewarding and supporting our people with more than just a paycheck: Pay range: $19.00-$24.00/hr + overtime eligibility Employee referral program - bring great people into our family and earn rewards Medical, Dental, and Vision Plans with low co-pays designed to support you and your family Company-paid Life, AD&D and LTD insurance for all full-time employees. Critical Illness, Accident, and Pet Insurance available as voluntary benefits 401(k) with employer match - we invest in your future Great Hearts and Minds Program - limited annual subsidy for your dependents' education Tuition assistance - up to $2,000 for approved education courses Grow with Gateway Program - access to in-house learning and development for your career goals including the Gateway Management Advancement program (G-MAP) Established Talent Management practices allows our employees to thrive and grow while in our employ Employee wellness and support programs accessible in an established Employee Assistance Program Paid holidays and PTO so you can rest, recharge, and enjoy time with family Physical activity - Not built to sit behind a desk, don't worry this role will get you out and about doing some physical activity Sustainability is as important to us as it is to those communities that we serve Opportunity to do something meaningful with your life - Support others in their time of need. And most importantly: the chance to be part of a team that makes a real difference for pets, pet parents, and the communities we serve. Join Us If you're looking for more than just a job - if you want a role where your compassion, charisma, and community spirit shine through - we'd love to hear from you. Apply today and help us serve pet parents with the care and dignity their companions deserve. Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************. New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov M, Tue, Thu, Fri - 5am-3pm, Wed and Weekends as needed, on-call rotation participation required (after hours/weekend) 40 hours full time; overtime as business needs
    $19-24 hourly Auto-Apply 4d ago
  • ESSA Bank, Universal Associate, Part-Time

    Essa Bank 3.9company rating

    Finance service representative job in Brodheadsville, PA

    Part-time Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations. Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction. Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. Follow all bank policies and operational procedures to ensure security and compliance. Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: Respect- treat every client and colleague with dignity and respect. Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions. Inclusion- embrace diverse perspectives creating a welcoming environment for all. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic. Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values. Collaboration- work effectively within a team, contribute ideas, and support colleagues. Volunteerism- actively support and participate in community outreach and volunteer initiatives. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties. Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions. Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication. POSITION LEVEL(S) EXPECTATIONS (if applicable) UA I- Open consumer and business deposit accounts UA II- Ability to uncover and originate consumer loans plus all above duties. UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties. UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning. Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS Paid Time Off & Recognized Holidays Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Rewards & Recognition Programs and much more! Eligibility requirements apply. ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. ****************************************************************************************************************
    $72k-134k yearly est. 13d ago
  • Banker

    Quality Talent Group

    Finance service representative job in Allentown, PA

    Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $37k-84k yearly est. 12d ago
  • Veterans Service Officer

    Berks County, Pa

    Finance service representative job in Wyomissing, PA

    This position provides services to Berks County veterans, their widows, dependents, and orphans. The position is responsible for assisting and coordinating information and programs for veterans. Responsibilities include performing a variety of administrative tasks, as well as providing benefits services to veterans and the public. POSITION RESPONSIBILITIES: Essential Functions * Counsels and assists veterans and/or their eligible family members to provide information on their entitlement to VA benefits. * Prepares and submits benefits claims on behalf of veterans and/or their eligible family members to appropriate agencies. * Establishes, maintains, and reviews the case files in terms of assistance needed and provided. * Maintains and updates veteran information in various software programs and in the veteran's files. * Coordinates and disseminates information on County, State, Federal, and private veterans' programs and benefits. * Works in conjunction with State and Federal veteran offices and with local veterans' organizations to assist veterans. * Answers the phones, greets, and provides assistance/answers to inquiries and walk-in clients. * Coordinates County and Federal burial applications. * Coordinates and maintains schedules of veterans needing transportation and makes arrangements for volunteer drivers. * Provides administrative assistance to the Director of Veterans Affairs. * Follows and implements records management and archival guidelines for the department's documents and publications. * All other duties as assigned. Non-Essential Functions * Develops content for the Veterans Affairs and associated websites, then coordinates updates with technical specialists. * Maintains the office military museum. * Attends various training events and meetings, as directed. * Prepares a continuity plan for assigned responsibilities in the event of absence. MINIMUM EDUCATION AND EXPERIENCE: * High school diploma or G.E.D. certification from a recognized issuing agency. Associate's degree preferred in Social Work, Human Services, Psychology, Business Administration/Management. * One (1) year of experience in advanced office administration. * Any equivalent combination of experience and training that provides the required knowledge, skills, and abilities. * Required to obtain and maintain accreditation from the US Department of Veterans Affairs with training sponsored by the PA Department of Military and Veterans Affairs within one year of assignment to the position. * Veterans Status Required. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: * Knowledge of County, State, and Federal veterans' programs, benefits, and procedures. * Knowledge of local veterans' organizations, programs, and community resources. * Knowledge of Federal, State, and local laws, rules, and regulations governing veterans' services and assistance. * Knowledge of Federal, State, and local HIPAA regulations and policies pertaining to the protection of personal health information. * Ability to communicate and express ideas and maintain a professional atmosphere with clients and co-workers. * Ability to establish and maintain working relationships with officials and representatives of state, federal, and community agencies, veterans, families, and the public. * Ability to work in a fast-paced working environment and the ability to multitask. * Ability to operate general office equipment and perform routine clerical work. * Ability to type at a speed of 47 WPM from clear copy with 85% accuracy. * Knowledge of office administration methods, practices, and procedures, and the ability to make arithmetic calculations. * Skill in the operation of a variety of computer software programs, including Microsoft Outlook, Word, and Excel. * Ability to handle stress. * Physical presence in the office is required. PHYSICAL DEMANDS: The position requires the ability to sit or stand for long periods and to lift and carry files and office documents weighing up to 20 lbs. WORKING ENVIRONMENT: Normal office environment. Position may require travel throughout and beyond Berks County. Incumbent needs access to transportation. This position description serves as a guideline for communicating the essential functions and other information about the position to the applicant/employee. It is not intended to create a binding employment contract nor cover every detail of the position, and may be changed where appropriate.
    $46k-79k yearly est. Auto-Apply 12d ago
  • Veterans Service Officer

    County of Berks

    Finance service representative job in Wyomissing, PA

    This position provides services to Berks County veterans, their widows, dependents, and orphans. The position is responsible for assisting and coordinating information and programs for veterans. Responsibilities include performing a variety of administrative tasks, as well as providing benefits services to veterans and the public. POSITION RESPONSIBILITIES: Essential Functions Counsels and assists veterans and/or their eligible family members to provide information on their entitlement to VA benefits. Prepares and submits benefits claims on behalf of veterans and/or their eligible family members to appropriate agencies. Establishes, maintains, and reviews the case files in terms of assistance needed and provided. Maintains and updates veteran information in various software programs and in the veteran's files. Coordinates and disseminates information on County, State, Federal, and private veterans' programs and benefits. Works in conjunction with State and Federal veteran offices and with local veterans' organizations to assist veterans. Answers the phones, greets, and provides assistance/answers to inquiries and walk-in clients. Coordinates County and Federal burial applications. Coordinates and maintains schedules of veterans needing transportation and makes arrangements for volunteer drivers. Provides administrative assistance to the Director of Veterans Affairs. Follows and implements records management and archival guidelines for the department's documents and publications. All other duties as assigned. Non-Essential Functions Develops content for the Veterans Affairs and associated websites, then coordinates updates with technical specialists. Maintains the office military museum. Attends various training events and meetings, as directed. Prepares a continuity plan for assigned responsibilities in the event of absence. MINIMUM EDUCATION AND EXPERIENCE: High school diploma or G.E.D. certification from a recognized issuing agency. Associate's degree preferred in Social Work, Human Services, Psychology, Business Administration/Management. One (1) year of experience in advanced office administration. Any equivalent combination of experience and training that provides the required knowledge, skills, and abilities. Required to obtain and maintain accreditation from the US Department of Veterans Affairs with training sponsored by the PA Department of Military and Veterans Affairs within one year of assignment to the position. Veterans Status Required. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of County, State, and Federal veterans' programs, benefits, and procedures. Knowledge of local veterans' organizations, programs, and community resources. Knowledge of Federal, State, and local laws, rules, and regulations governing veterans' services and assistance. Knowledge of Federal, State, and local HIPAA regulations and policies pertaining to the protection of personal health information. Ability to communicate and express ideas and maintain a professional atmosphere with clients and co-workers. Ability to establish and maintain working relationships with officials and representatives of state, federal, and community agencies, veterans, families, and the public. Ability to work in a fast-paced working environment and the ability to multitask. Ability to operate general office equipment and perform routine clerical work. Ability to type at a speed of 47 WPM from clear copy with 85% accuracy. Knowledge of office administration methods, practices, and procedures, and the ability to make arithmetic calculations. Skill in the operation of a variety of computer software programs, including Microsoft Outlook, Word, and Excel. Ability to handle stress. Physical presence in the office is required. PHYSICAL DEMANDS: The position requires the ability to sit or stand for long periods and to lift and carry files and office documents weighing up to 20 lbs. WORKING ENVIRONMENT: Normal office environment. Position may require travel throughout and beyond Berks County. Incumbent needs access to transportation. This position description serves as a guideline for communicating the essential functions and other information about the position to the applicant/employee. It is not intended to create a binding employment contract nor cover every detail of the position, and may be changed where appropriate.
    $46k-79k yearly est. Auto-Apply 7h ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in East Norriton, PA

    FASTSIGNS #293201 is hiring for a Customer Service Representative to join our team! Benefits/Perks: * Competitive Pay * Paid Vacation and Holidays * Performance Bonus * Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: * Be the initial contact with current as well as prospective customers in our FASTSIGNS Center * Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders * Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center * Work with customers in numerous ways such as email, telephone, in-person and at their place of business * Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: * 2-3 years of retail or counter sales experience preferred * High school diploma or equivalent * Outgoing, responsive, eager to learn and has the ability to build relationships * Great listening and organization skills * Ability to sit for long periods (4 hours or more) * Ability to view a computer screen for long periods (4 hours or more) * Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
    $28k-34k yearly est. 60d+ ago
  • Private Client Banker - Northeast PA Market - Central/Northern Bucks County - PA

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Doylestown, PA

    JobID: 210699249 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-114k yearly est. Auto-Apply 5d ago
  • Private Client Banker - Greater Lehigh Valley Market - Easton, PA

    JPMC

    Finance service representative job in Easton, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $37k-84k yearly est. Auto-Apply 60d+ ago
  • Relationship Banking Representative

    Community Financial System, Inc. 4.3company rating

    Finance service representative job in Lehighton, PA

    Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.
    $34k-40k yearly est. 3d ago
  • Full-Time Community Banker

    New Tripoli Bank 3.9company rating

    Finance service representative job in New Tripoli, PA

    Responsible for promoting the bank in a positive way through building and maintaining customer relationships though the account opening process and on the Community Banker line. Assist new and existing bank customers with more complex inquiries, account openings and account maintenance. Have advanced knowledge on bank products and services. Through relationship building, promote and educate customers on bank products and services and refer them to proper team members, when appropriate. Requirements Essential Duties 1. Provide Community Banker duties to ensure accurate operations while providing a full range of transactional services. These duties include but are not limited to: a. Accepting deposits and withdrawals of various account types b. Maintain and verify cashbox totals to keep within bank limits. c. Cashing checks within the approved authority and operating policy d. Accepting loan payments, safe deposit box rents, and other related payments e. Complete wire transfer paperwork efficiently and accurately. 2. Perform a variety of duties to support the consumer services function, these duties include but are not limited to: a. Opening and maintaining new accounts, as well as gathering customer information to process new and existing accounts. b. Aid the customer service team involved in soliciting new business from present and prospective customers. Also, build and maintain ongoing business relationships with new and present customers to promote additional bank products and services. c. Provide customer service information on a timely basis in order it may be included as part of monthly and year-to-date performance reports. May also be assigned to review daily, weekly, and monthly reports for accuracy and follow-up. d. Attain complete working knowledge of all bank products and services, including features and benefits, to meet and educate the financial needs of the customer. This knowledge is to include but not limited to deposit products, IRA's, internet banking, merchant services, wealth management, credit cards etc. e. Exemplify extraordinary customer service with the ability to ask questions and identify customer needs to enhance the customer relationship and cross selling opportunities, when appropriate. f. Assists customers in obtaining specialized services from other bank departments as necessary, aid and resolve customers with specific inquiries or service within authority. Seek manager approval for exceptions to normal bank procedures. Community Banking Specialists should be vigilant of the following: * Red flags for customer fraud and scams * Review out of ordinary transactions and report it to management immediately * The ability to teach the customer of popular scams and how to avoid being a victim * Promote bank services to help prevent customers from being victims of fraud/scams (online banking alerts, informational brochures, card hub, checking online banking daily etc.) 3. Refer lending inquiries to proper Loan Officer 4. Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information and customer introductions/transitions. 5. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace. 6. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), bank CIP program, Equal Credit Opportunity Act, etc. 7. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel. 8. Responds to inquiries or to requests from customers, other bank team members, etc., within given time frames and within established policy. 9. Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects. 10. Ability to fill in as Community Banker. 11. Regular and predictable attendance is expected and is an essential function of the job. Ancillary Duties 1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. 2. All other duties as assigned. Job Location Must be willing and able to travel between bank offices, as needed. All levels 6748 Madison St. New Tripoli, PA 18066 Various outside locations or All levels 7747 Claussville Rd. Orefield, PA 18069 or All levels 4892 Buckeye Road Emmaus, PA 18049 Physical Requirements 1. Move inside the office to access the vault, operate office machinery, supplies, etc. 2. Must be able to communicate with all customers in a confidential manner and exchange information in person and by telephone. 3. Must be able to visually distinguish differences in currency. 4. Must be able to lift up to 50 pounds for coin counting purposes. 5. Must be able to sit and stand for substantial amount of time during the day.
    $45k-84k yearly est. 7d ago
  • Relationship Banker

    First National Bank of Pennsylvania 4.5company rating

    Finance service representative job in Tunkhannock, PA

    Primary Office Location:74 E. Tioga Street. Tunkhannock, Pennsylvania. 18657.Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $28k-32k yearly est. 5d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Wyomissing, PA

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $70k-127k yearly est. Easy Apply 60d+ ago
  • Customer Service Representative/Route Service Representative

    Gateway Services Inc. 4.6company rating

    Finance service representative job in Quakertown, PA

    Customer Service Representative/Route Service Representative - Abby Glenn 📍 Quakertown, PA | M,T, TH, F 5AM-3PM | FT (40 hrs + overtime as needed) Wednesdays and Weekends as needed; on-call rotation participation afterhours/weekends req💲 Pay Range: $19.00-$24.00/hr (Based on overall skill and experience) If you're a pet parent yourself or someone who feels strongly about giving back to your community of pet lovers and veterinary professionals, this role could be a perfect fit. About Gateway Services Gateway Services is North America's leading pet aftercare provider, trusted by over 17,000 veterinary clinics. With more than 2,300 team members across 140+ locations, we support pet parents with dignity, compassion, and care - one pet at a time. Please visit Gateway Services Inc. to learn more about us. (Don't worry if you haven't worked in pet aftercare before - we'll provide training!) Job Overview At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion. This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity. What you'll do: Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service Build trusted relationships with clinic staff and families through empathy, respect, and professionalism Safely handle pets in the aftercare process with dignity and care Manage customer needs and solve problems effectively Support Gateway's reputation for exceptional service in every interaction What we're looking for: Strong relationship-builder with excellent communication skills Empathetic and respectful, especially toward families and pets in our care Organized, dependable, and committed to customer service excellence Comfortable with driving responsibilities and being active throughout the day Pet lovers and pet parents are especially well-suited to this role The CSR role reports to the Care Center Manager. Duties & Responsibilities Relationship management: Serve as the primary point of contact for veterinary clinics on your route. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Develop and maintain strong relationships with veterinary clinic staff. Maintain and support growing account base. Educate clients on services, answer questions, and address concerns promptly. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Anticipate clinic needs before requested, ensuring the highest level of quality service. Maintain all proper documentation and tracking for all pets entrusted to you. Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Growing revenue from existing clinics (Same Store Sales Growth). Expanding services and products within your assigned route (Organic Growth). Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS). Minimizing customer complaints and ensuring on-time, exceptional service. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care. Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed. Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents. Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations. Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service. Frequent heavy lifting in a physically active environment. Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients. YOU'LL LOVE WORKING WITH US BECAUSE: The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with! OUR CORE VALUES: People First Exceed Expectations (HIT) Honesty, Integrity, Trust Be Passionate and Caring Continuously Improve What You'll Get At Gateway, we believe in rewarding and supporting our people with more than just a paycheck: Pay range : $19.00-$24.00/hr + overtime eligibility Employee referral program - bring great people into our family and earn rewards Medical, Dental, and Vision Plans with low co-pays designed to support you and your family Company-paid Life, AD&D and LTD insurance for all full-time employees. Critical Illness, Accident, and Pet Insurance available as voluntary benefits 401(k) with employer match - we invest in your future Great Hearts and Minds Program - limited annual subsidy for your dependents' education Tuition assistance - up to $2,000 for approved education courses Grow with Gateway Program - access to in-house learning and development for your career goals including the Gateway Management Advancement program (G-MAP) Established Talent Management practices allows our employees to thrive and grow while in our employ Employee wellness and support programs accessible in an established Employee Assistance Program Paid holidays and PTO so you can rest, recharge, and enjoy time with family Physical activity - Not built to sit behind a desk, don't worry this role will get you out and about doing some physical activity Sustainability is as important to us as it is to those communities that we serve Opportunity to do something meaningful with your life - Support others in their time of need. And most importantly: the chance to be part of a team that makes a real difference for pets, pet parents, and the communities we serve. Join Us If you're looking for more than just a job - if you want a role where your compassion, charisma, and community spirit shine through - we'd love to hear from you. Apply today and help us serve pet parents with the care and dignity their companions deserve. Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************. New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov
    $19-24 hourly Auto-Apply 6d ago
  • Banker

    Quality Talent Group

    Finance service representative job in Allentown, PA

    Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $37k-84k yearly est. 10d ago
  • Private Client Banker - Central PA Market

    Jpmorganchase 4.8company rating

    Finance service representative job in Pottstown, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-113k yearly est. Auto-Apply 6d ago
  • Private Client Banker - Northeast PA Market - Central/Northern Bucks County - PA

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Warrington, PA

    JobID: 210699249 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $48k-114k yearly est. Auto-Apply 5d ago
  • Banker

    Quality Talent Group

    Finance service representative job in Mertztown, PA

    Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits package, including: Health, dental, and vision coverage 401(k) plan Paid time off and parental leave Disability, life, critical illness, and accident insurance Critical caregiving leave Employee discounts and commuter benefits Tuition reimbursement and scholarships for dependent children Adoption reimbursement program Competitive pay Career advancement opportunities within a leading national bank Supportive and inclusive culture focused on your professional growth Requirements 6+ months of customer interaction experience (work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements Strong customer service and communication skills Ability to handle transactions accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in customer and team interactions Ability to work a schedule that may include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you'll do Build strong customer relationships through proactive outreach and tailored financial solutions Assist customers with opening new accounts, processing service requests, and completing credit applications Educate customers on digital banking tools and technology Refer customers to appropriate partners for specialized financial needs Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies Diversity & Inclusion Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds. Are you looking for more? Find it here. APPLY TODAY!
    $37k-83k yearly est. 9d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Allentown, PA?

The average finance service representative in Allentown, PA earns between $22,000 and $72,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Allentown, PA

$40,000
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