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Finance service representative jobs in Millcreek, PA

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  • Relationship Banker

    First National Bank of Pennsylvania 4.5company rating

    Finance service representative job in Bloomfield, PA

    Primary Office Location:4724 Liberty Ave. Pittsburgh, Pennsylvania. 15224.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.
    $27k-32k yearly est. Auto-Apply 20d ago
  • Customer Service Representative

    Circle K 4.3company rating

    Finance service representative job in Erie, PA

    Job Type Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Customer Service Representative, you will enjoy: Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability Flexible Schedules Weekly Pay Weekly Bonus Potential Large, Stable Employer Fast Career Opportunities Work With Fun, Motivated People Task Variety Paid Comprehensive Training 401K With a Competitive Company Match Flexible Spending/Health Savings Accounts Tuition Reimbursement Your key responsibilities: You will greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers. Provide regular and predicable onsite attendance. You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store! You are good at: Selling products to customers Providing excellent customer care Communication and friendly conversation Performing at a quick pace while having fun Working as part of a team to accomplish daily goals Coming up with great ideas to solve problems Thinking quickly and offering suggestions Great if you have: Retail and customer service experience Sales associate or cashiering experience High school diploma or equivalent Motivation to advance in your career! Willingness to learn and have fun! Physical Requirements: Ability to stand and/or walk for up to 8 hours Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift Occasionally lift and/or carry up to 60 pounds from ground to waist level Push/pull with arms up to a force of 20 pounds Bend at the waist with some twisting up to one hour a shift Grasp, reach and manipulate objects with hands. This handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs Hiring Range: $13.00 to $13.50 Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process. Click below to review information about our company's use of the federal E-Verify program to check work eligibility: In English In Spanish
    $13-13.5 hourly Auto-Apply 7d ago
  • Part Time - Client Service Rep I

    Andover Bank 3.5company rating

    Finance service representative job in Erie, PA

    Part-time Description The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following: ESSENTIAL DUTIES AND RESPONSIBILITIES Regular onsite attendance Flexible to work at other locations as needed Ability to work well with others in a team environment Provides accurate, efficient and exceptional customer service to internal and external customers Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines Satisfactorily completes all training required for the position Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center's profitability. Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area. Operations- Follows confidentiality guidelines and understands basic bank procedures. Sales- Accountable for own referrals. Products- Has a basic understanding of Andover Bank products and services. Goals- Achieves referral goals following Introductory period and helps with branch goals. Knowledge- Passes assigned tests and courses. Customer Service Fully understands Andover Bank's service standards and must meet or exceed them. Career Path At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required. Vault back-up Basic customer account maintenance Assist with ATM Order checks Branch end of day procedures Satisfactory balancing records Meets or exceeds service standards Minimal to no errors on customer transactions Efficient customer transactions Contributes to the overall team goals. Other duties as assigned SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION/EXPERIENCE High school diploma or general education degree (GED) required. Six months related sales or banking experience preferred. LANGUAGE SKILLS Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. REASONING ABILITY Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. OTHER QUALIFICATIONS Computer Skills: Ability to perform basic computer skills and operate computer programs. Proficient in Microsoft Word and Excel. Customer service skills PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus WORKING ENVIRONMENT/CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. No hazardous or significantly unpleasant conditions (such as a typical office)
    $32k-37k yearly est. 35d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Erie, PA

    Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? 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. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Compensation: $31,500.00 - $85,000.00 per year At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $28k-34k yearly est. Auto-Apply 60d+ ago
  • Relationship Banking Representative

    Community Financial System, Inc. 4.3company rating

    Finance service representative job in Jamestown, NY

    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.
    $44k-52k yearly est. 5d ago
  • Customer Service Representative - State Farm Agent Team Member

    Christopher Wertz-State Farm Agent

    Finance service representative job in Erie, PA

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Tuition assistance Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated Ability to work in a team environment Ability to effectively relate to a customer Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $27k-36k yearly est. 24d ago
  • Customer Service Representative

    Curtze Food Service

    Finance service representative job in Erie, PA

    Job Description Curtze Food Service is a leading provider of food service solutions dedicated to fostering and maintaining strong relationships with our valued customers, vendors, and staff. We seek a detail-oriented and proactive Customer Service Representative to join our team. If you thrive in a fast-paced environment, excel in multitasking, possess excellent communication skills, and are proficient with computers, we want to hear from you. Schedule: 1st Shift Monday through Friday with rotating half day on Saturday Responsibilities: Provide exceptional customer service by phone, email, and fax, ensuring professional and pleasant interactions with customers, vendors, sales representatives, and staff members. Efficiently receive and process small and large orders for products. Accurately enter data into our computer system for customer orders, shipments, payment applications, and order tracking. Proactively follow up with customers to ensure their service expectations are met. Nurture relationships with our diverse customer base. Manage a database related to customer invoices, accounts receivable, and promotional activities. Effectively resolve customer issues and inquiries. Utilize in-depth product knowledge to handle more specialized calls. Qualifications: High School Diploma/GED or Equivalent Experience Inside sales experience 2+ years of Customer Service experience Proficiency in computer usage Previous management experience a plus CURTZE'S PREMIUM BENEFITS INCLUDE: Medical insurance, dental insurance, vision insurance, 401(k), 401(k) match, pet insurance, life insurance, short-term disability insurance, voluntary accident insurance, flexible spending account, employee discount, paid holidays, paid time off, and Christmas Club. ABOUT CURTZE FOOD SERVICE Curtze is a full-line foodservice distributor. In addition to canned goods, frozen foods, paper products, chemicals, equipment, supplies, dairy, and other staples, we offer temperature-controlled fresh produce distribution. Our commitment to quality and customer satisfaction has earned us a reputation as the "Food Service Distributor of Choice." Since 1878, we have been committed to this goal, and it has been a critical element of our continued growth. As a 6th generation family-owned company, we treat our customers and employees like family. We genuinely value each team member and know they play an essential role in our success. That is why we offer competitive compensation, solid benefits, and a great work environment. ARE YOU READY TO JOIN OUR TEAM? If you feel you are right for the Customer Service Representative position, apply now with our initial 3-minute, mobile-friendly application! Curtze Food Service is an equal opportunity employer dedicated to a policy of non-discrimination in employment on any basis, including race, color, age, sex, religion, national origin, protected veteran status, the presence of mental, physical, or sensory disability, sexual orientation, or any other basis prohibited by federal or state law. Location: Erie, PA, USA - 16511 Job Posted by ApplicantPro
    $27k-36k yearly est. 1d ago
  • Customer Service Representative - Erie, PA

    Kedia Corporation

    Finance service representative job in Erie, PA

    Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system ScannersStandalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking - Talking to others to convey information effectively.Service Orientation - Actively looking for ways to help people.Persuasion - Persuading others to change their minds or behavior.Reading Comprehension - Understanding written sentences and paragraphs in work related documents.Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Writing - Communicating effectively in writing as appropriate for the needs of the audience.Coordination - Adjusting actions in relation to others' actions.Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.Negotiation - Bringing others together and trying to reconcile differences. AbilitiesOral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.Oral Expression - The ability to communicate information and ideas in speaking so others will understand.Speech Clarity - The ability to speak clearly so others can understand you.Speech Recognition - The ability to identify and understand the speech of another person.Written Expression - The ability to communicate information and ideas in writing so others will understand.Near Vision - The ability to see details at close range (within a few feet of the observer).Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.Written Comprehension - The ability to read and understand information and ideas presented in writing.Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
    $27k-36k yearly est. 60d+ ago
  • Customer Service Representative

    Agility Marketing

    Finance service representative job in Erie, PA

    Agility is continuing to expand and serve as a major force in the contact center industry. Our unique culture of innovation creates an environment where you will continually learn and be challenged to develop your career. Agility Marketing - Great careers start here! Job Description Join our family of talented Call Center Agents and grow with us! Be rewarded for your performance and feel good helping others. Small training classes, one-on-one coaching, and our proven strategy guarantee your success! With flexible work schedules, weekly compensation and amazing growth opportunities, we invite you to bring your skills and expertise to our team. Qualifications The ideal candidate is one who appreciates a clean, safe, friendly and fun working environment. At Agility we provide the training to develop our employees to maximize their potential. If you are tired of being unappreciated, look no further than Agility. Your great career starts here! Must be at least 18 years of age equipped with a minimum of a high school diploma and proficient computer skills. Applicants are subject to drug testing, credit and background checks. Additional Information Start a successful career - we're a company that prefers to promotes from within. We're offering forward-looking opportunities, flexible hours, and a full complement of benefits including 401(k). Apply online at ************************* call our employment hotline at 866-1900, or stop in for a tour and apply on-site at 2323 West 38th Street, Erie, Pa. 16506
    $27k-36k yearly est. 4h ago
  • Private Banker

    Northwest Bancorp, Inc. 4.8company rating

    Finance service representative job in Erie, PA

    The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions * Initiate contacts for developing and closing new business * Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services. * Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances * Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status * Develop a high community profile * Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing * Communicate on the development of new business accounts * Meet and/or exceed annual production guidelines * Complete financial profiles and accurately analyze customer needs and prepare proposals * Recommend products and services accordingly, taking into account all available alternatives * Perform presentations, meetings, and seminars with prospects * Cross-sell Northwest products and services * Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis * Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) * Monitor client accounts on an ongoing basis * Schedule client meetings on a periodic basis * Review financial / investment markets daily * Develop a high community profile * Minimize nonstandard fee schedules Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Additional Responsibilities * Assist with setting personal goals and targets * Recommend improvements to sales and procedures * Recommend new marketing initiatives / potential new business opportunities * Recommend additions to product and services offerings Safety and Health for Supervisors without Direct Reports * Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program * Consistently and fairly enforce safe work practices * Ensure that each employee knows what to do in the event of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree Finance / related degree preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Knowledge of the securities industry, investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to effectively present investment strategies to clients and maintains a holistic approach to planning Strong relationship management, sales and new business skills Well-developed analytical and problem-solving skills Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge of Financial Planning Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Private Banking products Licenses and Certifications Series 7 In relevant states Upon Hire And Life/Acc/Health In relevant states Upon Hire And Series 63 In relevant states Upon Hire And Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $34k-58k yearly est. Auto-Apply 23d ago
  • Customer Services Representative

    Ineos 3.7company rating

    Finance service representative job in Ashtabula, OH

    At INEOS Pigments, we value our people's contribution in making us one of the largest producers of titanium dioxide in North America. Providing numerous products and services to industries around the globe, from coatings to plastics to paper and other end-uses, we invest in employee development and offer a wide range of career opportunities, offering everyone the chance to broaden their experience and build a professionally rewarding career. About the Role In this role, you will manage all the facets of customer relationships to ensure that defined and agreed to customer needs are met. Direct relations between external customers and Commercial, Credit, and Transportation/Warehousing personnel. Manages more complex accounts, which may include export, import, and consignment accounts. Provide guidance to less experienced customer service representatives for complex items. Assures that all activities comply with customs and transportation guidelines aligned with the country of destination. . About You: * Relevant BS or BA degree desired or equivalent experience * Minimum 2 to 5 years of experience in export customer service function, manufacturing-oriented preferred, with knowledge of customs and shipping documentation requirements. * Proficiency in SAP or comparable software system desired * Demonstrated ability in detail-oriented functions, with communication and export documentation * Demonstrated leadership skills and ability to interact clearly and efficiently with customers, freight forwarders, shippers, and internal business functions. * Demonstrated dedication to meeting internal and external customers' expectations while maintaining effective relationships with customers * Strong written and verbal communication compete * Computer literacy- basic knowledge of MS Office (Word, Excel, and PowerPoint) * Ability to work with multi-disciplinary teams and across different locations Specific Job Responsibilities: * Processes the most complex customer orders, inquiries, and complaints covering items or products ordered with deep expertise * Maintains ongoing relationships with key customers and commercial staff * Utilizes knowledge of products, product availability, sales territories, and individual customers to provide a communication link to customers * Records and processes orders and inquiries received by fax, telephone, and electronic mail. * Provide pricing, availability, and schedule information within established guidelines. * Work with freight forwarders to schedule shipments by ocean vessel to meet customer requirements * Provides accurate and timely export fillings LC's and customer documentation * Provides pricing, availability, and schedule information within the established guidelines. * Researches and obtain a resolution of customer issues. * Serves as the communications link between customers and sales staff to assure responsiveness * Provides guidance and assistance to new and less experienced staff Our Ashtabula, Ohio Complex, consisting of two plants just south of Lake Erie, is a state of the art manufacturing complex with leading technology and more than 45 years of manufacturing excellence. INEOS Pigments offers a competitive salary with an annual bonus and a comprehensive benefits package, including paid time off, medical, dental, vision, short-term disability, long-term disability with the buy-up option, basic life & AD&D insurance with a buy-up option for self and dependents, 401(k) with company match. EOE M/F/Vet/Disabled Read about "EEO is the Law"
    $28k-36k yearly est. 35d ago
  • Customer Service Rep

    TCH Group, LLC 2.9company rating

    Finance service representative job in Jamestown, NY

    Offering $16.5 to $23 per hour This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records
    $16.5-23 hourly 5d ago
  • Customer Service Rep

    Carsonvalleyhealth

    Finance service representative job in Jamestown, NY

    Offering $16.5 to $23 per hour This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records
    $16.5-23 hourly 5d ago
  • Customer Service Rep(02485) - 5817 Main Ave

    Domino's Franchise

    Finance service representative job in Ashtabula, OH

    Making Domino's high quality pizzas Food and portion control Hygiene and food safety Food preparation Taking customer orders and up selling General cleaning duties Taking orders over phone and in person Dealing with customer concerns Greeting customers within 10 seconds Up selling Cash handling Keeping the customer area clean Assisting Pizza Makers with toppings and dough
    $28k-36k yearly est. 12d ago
  • Customer Services Representative

    Ineos Pigments

    Finance service representative job in Ashtabula, OH

    At INEOS Pigments, we value our people's contribution in making us one of the largest producers of titanium dioxide in North America. Providing numerous products and services to industries around the globe, from coatings to plastics to paper and other end-uses, we invest in employee development and offer a wide range of career opportunities, offering everyone the chance to broaden their experience and build a professionally rewarding career. About the Role In this role, you will manage all the facets of customer relationships to ensure that defined and agreed to customer needs are met. Direct relations between external customers and Commercial, Credit, and Transportation/Warehousing personnel. Manages more complex accounts, which may include export, import, and consignment accounts. Provide guidance to less experienced customer service representatives for complex items. Assures that all activities comply with customs and transportation guidelines aligned with the country of destination. . About You: Relevant BS or BA degree desired or equivalent experience Minimum 2 to 5 years of experience in export customer service function, manufacturing-oriented preferred, with knowledge of customs and shipping documentation requirements. Proficiency in SAP or comparable software system desired Demonstrated ability in detail-oriented functions, with communication and export documentation Demonstrated leadership skills and ability to interact clearly and efficiently with customers, freight forwarders, shippers, and internal business functions. Demonstrated dedication to meeting internal and external customers' expectations while maintaining effective relationships with customers Strong written and verbal communication compete Computer literacy- basic knowledge of MS Office (Word, Excel, and PowerPoint) Ability to work with multi-disciplinary teams and across different locations Specific Job Responsibilities: Processes the most complex customer orders, inquiries, and complaints covering items or products ordered with deep expertise Maintains ongoing relationships with key customers and commercial staff Utilizes knowledge of products, product availability, sales territories, and individual customers to provide a communication link to customers Records and processes orders and inquiries received by fax, telephone, and electronic mail. Provide pricing, availability, and schedule information within established guidelines. Work with freight forwarders to schedule shipments by ocean vessel to meet customer requirements Provides accurate and timely export fillings LC's and customer documentation Provides pricing, availability, and schedule information within the established guidelines. Researches and obtain a resolution of customer issues. Serves as the communications link between customers and sales staff to assure responsiveness Provides guidance and assistance to new and less experienced staff Our Ashtabula, Ohio Complex, consisting of two plants just south of Lake Erie, is a state of the art manufacturing complex with leading technology and more than 45 years of manufacturing excellence. INEOS Pigments offers a competitive salary with an annual bonus and a comprehensive benefits package, including paid time off, medical, dental, vision, short-term disability, long-term disability with the buy-up option, basic life & AD&D insurance with a buy-up option for self and dependents, 401(k) with company match. EOE M/F/Vet/Disabled Read about "EEO is the Law"
    $28k-36k yearly est. 15d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Keith Strain-State Farm Agent

    Finance service representative job in Cambridge Springs, PA

    Job DescriptionBenefits: Opportunity for advancement Paid time off Training & development Bonus based on performance Competitive salary Parental leave Insurance Account Representative Keith Strain State Farm Agency Are you a competitive, goal-oriented sales professional looking to build a rewarding career in the insurance industry? Keith Strain State Farm Agency is seeking a motivated Insurance Account Representative (Producer) to identify opportunities, convert leads into lasting customer relationships, and contribute to our agencys growth. Key Responsibilities: Generate and develop leads, schedule appointments, and identify customer insurance needs. Market appropriate insurance products and services including Property & Casualty, Life, and Health policies. Collaborate with the agency team and agent to establish and achieve marketing and sales goals. Maintain a strong work ethic and a total commitment to success every day. Foster long-term customer relationships by providing excellent service and support. Qualifications: Proven sales experience preferred (outside sales, inside sales, retail sales, or telemarketing). Demonstrated success meeting or exceeding sales goals and quotas. Excellent interpersonal skills with the ability to relate effectively to customers. Current Property & Casualty license required. Life & Health license required or ability to obtain. Compensation & Benefits: Income range of $40,000 to $75,000 in your first year, combining salary plus commission and bonuses. Paid time off including vacation and personal/sick days. Career growth and advancement potential within the agency. Licensing reimbursement after 3 months of employment.
    $40k-75k yearly 29d ago
  • Service BDC Representative

    Preston Auto Group 4.0company rating

    Finance service representative job in Erie, PA

    Business Development Center Agent - Service The Preston Auto Group is currently seeking an Automotive Service BDC Representative to join our Service Concierge Team. Previous experience is preferred, but not required. Ideal candidate is friendly and energetic. In this position you are the face of our dealership! Candidate must be a good listener and good communicator. Candidate must be organized and take down detailed notes for each customer. Candidate must strive for sales and customer service excellence in all they do. Above and beyond for every customer is our standard. Candidate must have a strong will to win and a drive to succeed. Must be focused on achieving or exceeding phone call and appointment goals. And must work well with other team members. Responsibilities: Handle all incoming phone calls, text messages, and emails for our Service Departments Confirm Guests Appointments Maintain and update guest personal and vehicle information Work with customers in a professional, well-spoken manner Proactively customers to schedule an appointment for overdue maintenance that they may be due for Proactively call customers to schedule an appointment for safety recalls they may be due for Meet and exceed all phone call, appointment, and appointment show ratio goals Log all phone calls and appointments in BDC Tracker and log call notes in XTime. Follows BDC scripts and guidelines on calls and emails. Compensation Earn between $13-$16 per hour based on performance & experience Requirements: Prior sales experience preferred Customer service experience preferred Automotive experience preferred Must have excellent phone skills Able to speak clearly and distinctly Organized and good note taker Bilingual (Spanish) is a plus Be a team player to help drive sales Goal driven with the highest level of honesty and integrity Maintain a high level of professionalism CDK and XTime knowledge a plus High school diploma or equivalent Benefits Health, Dental & Vision Insurance 401K with Employer Match Paid Uniforms Paid Time Off Paid Training Employee Pricing on New Vehicles Free Access to the Preston Auto Fitness Center About Us Automotive News Top 150 Dealer Group Come grow with Preston Auto! Founded in 1989 and family owned and operated ever since, Preston Auto has expanded to 10 locations with 16 brands. We are the area's largest dealer group selling more than 10,000 vehicles/yr.! At Preston Auto we offer the area's top pay, a comprehensive benefits package (401K, health insurance, onsite fitness center, and more!), and a fun and energetic work atmosphere. We take great pride in serving our customers at a world class "You Come First!" level and strive for sales leadership at all of our locations. At Preston Auto, we believe in promoting from within and as we continue to grow, our top performers have opportunities for advancement within the company. In fact, many of our store operators started out as Sales Consultants or working in our Business Development Centers! We are proud to have some of the highest retention rates and lowest turnover rates in the industry! We take great pride in not only serving our community, but also giving back to our community as well as we collaborate with the YMCA, United Way, and many other great organizations in the community.
    $13-16 hourly 60d+ ago
  • Personal Banker

    PNC 4.1company rating

    Finance service representative job in Erie, PA

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in Erie, PA, at the Erie West branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $32k-40k yearly est. Auto-Apply 9d ago
  • Member Services Representative

    Crunch Fitness 3.9company rating

    Finance service representative job in Erie, PA

    The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation! The MSR handles all preliminary guest questions and concerns and works to maintain a fun and supportive atmosphere for our members.
    $19k-28k yearly est. 60d+ ago
  • Customer Service Representative II

    Genpt

    Finance service representative job in Falconer, NY

    Under general supervision, the Customer Service Representative II ensures customer expectations are accurately determined and are fully met. The Customer Service Representative II may provide guidance to less experienced Customer Service Representatives or may support specific customer(s). JOB DUTIES: • Places customer orders via telephone, fax, email, electronic methods, or walk in (counter sales). • Influences Motion Industries' gross profit through negotiating the sale price and purchase price, within certain parameters. • May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries. • Builds customer relationships to drive repeat business by relating to the customer and drive process improvements. • Orders items to ensure appropriate inventory levels are maintained for customers. • May place orders without approval for orders up to $5,000 per line and $10,000 per purchase order. • Expedites backorders. May pull inventory and prepare order for shipment to customer. • Responsible for sourcing products in branch inventory, distribution center inventory or supplier inventory. • Determines the most cost effective shipping method for customer orders. • May handle customer returns. • May support specific customer(s). • Assists less experienced Customer Service Representatives with addressing customer needs, including locating items and resolving problems. • Performs other duties as assigned. • Responds to customer inquires regarding products, provides quotes, and handles order entry. Due to experience & training, may handle more challenging inquires. EDUCATION & EXPERIENCE: Typically requires a high school diploma or GED and three (3) to five (5) years of related experience or an equivalent combination. KNOWLEDGE, SKILLS, ABILITIES: • Excellent communication skills including written, verbal, and listening. • Ability to multi-task and time management skills required. • Strong computer skills. • Strong negotiation skills. • Basic product knowledge. • Reliability, organization, and attention to detail required. COMPANY INFORMATION: Motion offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Motion, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Pay: $ - $ / hour Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest! GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
    $30k-39k yearly est. Auto-Apply 14d ago

Learn more about finance service representative jobs

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

The average finance service representative in Millcreek, PA earns between $21,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Millcreek, PA

$37,000
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