Customer Service Representative
Finance service representative job in Warminster, PA
Our Multifamily Division is rapidly expanding, and we"re looking for a dependable and detail-oriented Customer Service Representative (CSR) to support our roofing, siding, and carpentry operations. As a CSR in our Roofing Division"s Multifamily Department, you"ll serve as the primary point of contact for property managers, HOA boards, and multifamily homeowners. You will play a key role in supporting project management, client communication, and administrative coordination to ensure projects run smoothly and customers receive outstanding service.
● Respond to multifamily homeowner inquiries, providing timely and effective resolutions
● Draft and manage emails, memos, letters, and other executive correspondence
● Schedule appointments, meetings, and Zoom calls for project managers and clients
● Coordinate walkthroughs, safety inspections, and site logistics as needed
● Format and prepare proposals for roofing and exterior renovation projects
● Follow up on bids and proposals to track progress and maintain engagement
● Prepare and send submittals, COIs, and other client documentation
Required:
● 2-3 years of experience in a customer service or administrative role
● Strong written and verbal communication skills
● Highly organized, detail-oriented, and proactive
● Proficiency with Microsoft Office; experience with CRM software a plus
● Ability to attend meetings in person and via Zoom
Preferred:
● Experience in construction, roofing, or property management
● Bilingual in Spanish and English
Citizens Banker
Finance service representative job in Wilmington, DE
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplySales Representative
Finance service representative job in Trevose, PA
About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals.
Division Overview:
CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company.
Locations: CMbE H-V Industries - Trevose, PA
CMbE Wissota Tools - Chippewa Falls, WI
CMbE Machinery - Lancaster, OH
CMbE Norwalk - Norwalk, CT
Candidate requirements:
60% travel
Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing.
Candidate must be an effective team player with ethical integrity and effective communication skills.
5 Years' experience with sales of an Industry Specific product
Actual salary will be determined based on skill and experience level
Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers
Responsibilities include:
Ability to read and interpret mechanical assemblies and parts drawings.
Provide Technical assistance to customers as needed.
Build effective relationships with the customers/clients to maintain professional leverage.
Proactively communicate with customers to identify needs.
Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service.
Requires strong forecasting and analytical skills.
Coordinate with other department heads, integrating objectives and ideas for organizational growth.
Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated.
Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget.
Provide effective management to organization's business activities that have to do with its strategic and financial growth.
Perform cost and sales pricing analysis.
Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units.
Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast.
Participate in the development of the annual CAPEX plan to ensure business units objectives are met.
Identify and attend trade shows to generate sales growth.
Monitor incoming orders for respective business units.
Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units.
Obtain necessary documents to set up new customer accounts and vendors when applicable.
Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact.
Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users.
Coordinate with Location Sales personnel to identify trends and react to low order volumes.
Communicate with Purchasing functions to review status of orders to monitor on-time deliveries.
Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays.
Complete project management review with locations to keep all organizations informed.
Perform day-to-day administration tasks, such as processing information files and other paperwork.
By applying, you consent to your information being transmitted by JobG8 to the Employer, as data controller, through the Employer's data processor SonicJobs.
See Crown Cork and Seal Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Proprietary Equity Trader Position
Finance service representative job in Philadelphia, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyEquity Trader
Finance service representative job in Philadelphia, PA
Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders.
We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available.
Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line.
For additional info regarding our company, please see our FAQ on our website: *************************
Thank you.
Chimera Securities
Easy ApplyAdvancement Services Associate
Finance service representative job in Bryn Mawr, PA
Job Details Headquarters - Bryn Mawr, PADescription
The Advancement Services Associate reports directly to the Director of Database Management and will provide day-to-day support to the management of all donor information systems for The Agnes Irwin School Development office. The Agnes Irwin Development Office is a fast-paced, deadline-driven environment managing the school's fundraising campaigns, alumnae relations program, parent relations program, and various school events. This position will include gift processing and acknowledgements, data entry/import/extraction/integrity/reporting and analysis as well as other related activities. The Advancement Services Associate will work closely with the Agnes Irwin Business Office, Information Technology team, and Enrollment Management team to ensure the proper flow of information across the Agnes Irwin organization.
Reports To: Director of Database Management
Essential Responsibilities:
Systems Management
Assist in overseeing the Raiser's Edge fundraising database of approximately 21,000+ constituent records. Maintaining data integrity, remaining up to date on all system updates, and working closely with gift officers to ensure data and actions collected from donors are recorded in their records.
Support will include, but not be limited to, new student/ family imports, incoming/outgoing faculty & staff, obtaining and maintaining constituent mailing/email updates, and periodic audits of donor files and database records.
Support the processing of entering gifts and pledges into the donor database, including employee payroll withdrawal, in-kind donations, event registrations, tributes, and all online giving; ensuring accuracy, integrity, and confidentiality.
Provide additional support of gift and pledge entries that include employee payroll deductions, recurring gifts, Venmo account management, 3 rd party Matching Gift Organizations, 3 rd party Vendor during Day/Week of Giving Events, Donor Advised Fund/other gift transfers, in-kind donations, event registrations, tributes, and online giving.
Ensure the generation of acknowledgments for all gifts entered within an appropriate timeframe.
Assist with generating pledge reminders, work with gift officers on follow-up with donors, and conduct pledge review to ensure all monthly gifts have been reviewed/acknowledged.
Manage the gift officer Opportunities program - audits pending opportunities, supports gift officers with timeline management of open asks, and attends bi-weekly major gift officer meetings.
Strategize with team members to manage the production of scheduled and on-demand targeted mailing lists, and data pulls in a timely fashion for events, direct mail, email, and other communications campaigns.
Reporting Functions
Support the Database Manager on routine reports to reflect the ongoing success and outcomes of all development efforts. Generate scheduled and on-demand reports in a timely fashion and anticipate reporting needs for key meetings including those of the Board of Trustees, Development Committee, and Alumnae Board.
Assist with daily and monthly Business Office reports as well as fiscal year end auditor requests and National DASL report.
Run reports and support the regular distribution of event data: invitation responses, ticket purchases, invoicing sponsorship pledges.
Other Duties
Manage the creation of all nametags for special events
Attend and assist with all Development Special Events (occasionally on weekends or evenings)
Qualifications
Bachelor's Degree is required
Minimum 3-5 years of experience in a professional setting
Experience in data management or related activity with proven accuracy and efficiency preferred
Experience in relationship databases, Blackbaud Raiser's Edge fundraising database preferred
Skills, Abilities and Competencies Required:
Ability to work independently in a self-directed manner and in collaboration with with a variety of other people/teams
Able to handle multiple projects accurately and the ability to prioritize effectively
Possesses strong attention to detail and accuracy
Microsoft Office proficiency with an emphasis in Word, Excel, Google and competency in mail merges
Able to work with and process information in an analytical fashion
Demonstrated ability to use good judgment and to handle confidential information with a high level of sensitivity ensuring the privacy of donors and prospects
Strong math and computer competency required
Must have good written and verbal communication skills
Maintains a high degree of professionalism
Exceptional customer service skills
Mature professional judgment
Superior follow-through and ability to meet deadlines
Strong organizational capabilities
Asset Protection Service Representative - Parkside
Finance service representative job in Willow Grove, PA
About Gap Inc. Our brands bridge the gaps we see in the world. Old Navy democratizes style to ensure everyone has access to quality fashion at every price point. Athleta unleashes the potential of every woman, regardless of body size, age or ethnicity. Banana Republic believes in sustainable luxury for all. And Gap inspires the world to bring individuality to modern, responsibly made essentials.
This simple idea-that we all deserve to belong, and on our own terms-is core to who we are as a company and how we make decisions. Our team is made up of thousands of people across the globe who take risks, think big, and do good for our customers, communities, and the planet. Ready to learn fast, create with audacity and lead boldly? Join our team.
About the Role
In this role, you will embody our value of Doing The Right Thing by protecting People, Assets, and Brands. You will work in a energized, fast paced environment focused on creating a safe environment for our employees, teams, and customers; this is critical to driving our Brand power, enduring customer relationships, and exuding our commitment to team and values. You'll need to understand the big picture strategy and work with cross-functional teams and external partners.
What You'll Do
* Provides a high level of visible, overt presence to prevent loss and safety issues.
* Helps drive a low risk culture and contributes to shortage reduction efforts by providing a visible presence on the sales floor.
* Greets customers and provides service.
* Maintains Physical Security of the store.
o Assists leadership in proper handling of escalated customer situations.
o Assists Asset Protection Coordinators during external shoplifting apprehensions.
o Collects and communicates loss and safety related intelligence to stores and Asset Protection leaders.
* Creates and maintains awareness by promoting available resources to your business partners (Open Door Policy, Code of Business Conduct Hotline, Brand Protection Program, Safety trainings, etc.).
* Promotes and supports awareness of store safety standards as they relate to security and safety procedures (Code Adam, active threat, emergency procedures, downtime boxes, equipment, etc.).
Who You Are
* The Asset Protection Service Representative's primary responsibility is to ensure the safety of all store employees and customers and to support the shortage reduction efforts by providing a strong visible presence in the store.
* They are responsible for monitoring the customer entrance/exit.
* They work closely with store leaders and other Asset Protection personnel to ensure all Asset Protection initiatives are compliant to Brand standards while maintaining a strong focus on customer service.
* Experience in customer service and/or a high-pressure, multitask environment to drive results, coach, and collaborate.
* Strong communication and interpersonal skills, including the ability to negotiate and build consensus across multiple stakeholders and functions.
* Ability to actively learn and immediately apply learnings into decisions and behaviors. Ability to manage and prioritize their time; able to multitask.
Benefits at Gap Inc.
* Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees.
* One of the most competitive Paid Time Off plans in the industry.*
* Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.*
* Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.*
* Employee stock purchase plan.*
* Medical, dental, vision and life insurance.*
* See more of the benefits we offer.
* For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Part Time (30 Hour) Associate Banker, Sayreville Ernston Rd Branch, Parlin, NJ Bilingual Spanish Preferred
Finance service representative job in Berlin, NJ
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyChief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to *****************.
Banking and Debt Restructuring Associate
Finance service representative job in Philadelphia, PA
Job Description
Top 200 AmLaw firm seeks an associate to join its Banking and Debt Restructuring Practice in their Newark and Philadelphia office.
Qualified candidates must have 2-5 years of commercial real estate experience preferred. The candidate is expected to support the Firm's banking and debt restructuring and real estate practices. Workout/creditors' rights experience is a plus. New Jersey and Pennsylvania Bar admissions and strong academic record required.
Entry-Level Financial Representative
Finance service representative job in Media, PA
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Maintain compliance with industry regulations and licensing requirements.
Utilize marketing tools and resources to grow your client base.
Attend hybrid meetings, including in-person team collaboration, as required.
Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications:
No prior experience in finance is required-comprehensive training is provided.
Competitive mindset with a history of leadership or achievement.
Strong interpersonal and communication skills.
Must be authorized to work in the US.
Self-motivated, coachable, and driven to succeed.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Private Client Banker - Horsham, PA
Finance service representative job in Horsham, PA
JobID: 210679611 JobSchedule: Full time JobShift: Day : 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: **************************************************************************
Auto-ApplyBanking Associate - Lawrence Park PA (Full Time)
Finance service representative job in Broomall, PA
Broomall, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Philadelphia, PA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Bilingual Insurance & Financial Services Representative (Spanish/English)
Drive Impact. Grow Wealth. Build Your Legacy.
Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential?
Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow.
This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence.
Why Youll Love This Career
Uncapped Earnings
Competitive base pay plus commission, bonuses, and long-term income opportunities.
Meaningful Work
Help clients plan for retirement, protect their income, and build generational wealth.
Bilingual Impact
Leverage your Spanish and English fluency to expand your reach and deepen client relationships.
Full Training & Support
Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services.
Real Career Advancement
Opportunities to grow into leadership roles and specialized advisory positions.
What Youll Do
Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance
Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions
Stay informed on market trends, financial products, and client needs to deliver expert recommendations
Provide exceptional service while meetingand exceedingsales and performance expectations
What You Bring
Fluency in both Spanish and English (required)
Experience in insurance, financial services, or consultative sales preferred (3+ years ideal)
Strong communication skills with the ability to simplify complex topics
Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided)
A driven, sales-minded approach and motivation to grow a rewarding career
Take the Next Step
If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you.
Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
Customer Service Representative for Phoenixville PA Location
Finance service representative job in Exton, PA
Replies within 24 hours Benefits:
Bonus based on performance
Health insurance
Opportunity for advancement
Are you known among your friends and colleagues as a people person? Have you been encouraged to pursue a career in sales? Do you thrive on interacting with and assisting others? Are you passionate about providing advice and solutions to people's problems? If you answered yes to these questions and are looking for a job that offers continuous learning, skills development, and a clear career progression, then you're exactly who we're looking for in the ever-evolving Sign Industry.
As a Customer Service Representative at FASTSIGNS, you will be the initial point of contact for both current and potential customers at our FASTSIGNS Center. You will engage with customers through various channels, including email, phone, and in-person. Your main goal will be to build lasting relationships by converting prospects into customers and nurturing them into long-term clients. This position offers a competitive hourly rate of $17.50, along with commissions on sales that allow you to control your earning potential. Additionally, you'll enjoy a Monday to Friday schedule, giving you evenings and weekends to unwind and enjoy your personal time.
The sign industry is constantly evolving and dynamic. Signs of all kinds can be seen everywhere, ensuring that you'll never be bored in this industry. From small custom jobs to large-scale projects, every assignment is unique and highly personalized.
FASTSIGNS is the leading franchise in the industry, with over 700 locations across multiple countries. We provide extensive training programs, both online and in-person, to ensure your personal and professional growth. At FASTSIGNS, we take pride in delivering outstanding customer service, constantly striving to improve through customer surveys.
We are seeking an ideal candidate who is outgoing, responsive, eager to learn, and possesses excellent relationship-building skills. No previous experience in the sign industry is needed; all that is required is a willingness to learn and grow in this field. We highly value individuals with great listening skills, attention to detail, and organizational abilities. As a Customer Service Representative, you will receive comprehensive training to prepare estimates, manage work orders, and ensure timely delivery of finished projects. Additionally, you will actively participate in team meetings, execute business and marketing plans, and play a vital role in the success of the FASTSIGNS Center. Compensation: $17.50 - $20.00 per hour
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.
Auto-ApplyBanking Associate - Collegeville (30hrs)
Finance service representative job in Collegeville, PA
Hours:
30
Pay Details:
$22 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyPart-Time Community Banking Associate
Finance service representative job in Montgomery, PA
Job Description
Part-Time Community Banking Associate I
Are you looking for a career with a purpose and work/life balance? At Journey Bank, we strive to assist our friends, neighbors, all members of our community on their financial journey. Journey Bank is a strong, independent community bank with over 22 locations and 290 employees. By working at your community bank, you will find a sense of purpose in your everyday job. We are seeking a part-time Community Banking Associate to join our team and work on-site at our Montgomery Community Branch.
The Community Banking Associate performs a variety of duties to support the paying and receiving functions of the community branch.
Essential Responsibilities:
1. Greet and serve customers in a friendly and courteous manner.
2. Accept deposits, cash checks and accept utility bill payments.
3. Sell treasurer checks, money orders, etc.
4. Accept loan payments, safe deposit box rent and other related payments.
5. Process night deposits and mail deposits.
6. Maintains awareness of new business opportunities with customers, actively refers customers to appropriate customer service personnel.
7. 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. Bank Secrecy Act (BSA) Community Reinvestment Act (CRA) and Equal Credit Opportunity Act, etc.
Requirements:
- A minimum of a high school diploma or equivalent; specialized banking education or training.
- Previous banking including customer service experience preferred.
- Moderate reading, writing and grammar skills, analytical and mathematical skills.
- Proficient communicative and interpersonal skills.
- Proficient eye-hand coordination.
- Ability to operate various office machines.
- Ability to lift approximately 50lbs.
Hours: Monday - Friday, Some Saturdays, 25-29 hours per week, based on Montgomery Branch Hours.
Benefits: A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation.
Journey Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
All job offers are contingent upon results of a criminal record check, drug screening and credit check.
Chief Digital Services Officer
Finance service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to [email protected] .
Job Location
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New Accounts Sales Representative-Powersports
Finance service representative job in Horsham, PA
New Accounts Sales Representative - Powersports Location: Horsham, PA | Schedule: Monday to Friday | Employment Type: Full-Time Department: Sales - Powersports Reports To: Sales Manager Turn 14 Distribution is looking for a driven New Accounts Sales Representative to join our Powersports team. In this in-office role based in Horsham, PA, you'll be at the forefront of driving revenue growth by qualifying inbound leads, generating new business through outbound prospecting, and guiding accounts through the onboarding journey. You'll also provide expert knowledge on our products, processes, and competitive advantages.
This role is ideal for a sales professional who is persistent, independent, innovative, and thrives in a fast-paced environment. If you're passionate about Powersports and enjoy building lasting customer relationships, this is the opportunity for you.
Key Responsibilities
Customer Communication
Promptly respond to customer inquiries via phone, email, or text during business hours
Provide professional, sales-focused communication to drive conversions
Relationship Building
Develop strong relationships with key staff of new accounts to build trust and loyalty
Act as a liaison between customers and internal teams
Engage with vendors to encourage lead generation
Product & Company Expertise
Master Turn 14 Distribution's tools, processes, and competitive edge
Offer detailed guidance on our services and product catalog
Contribution to Company Initiatives
Support brand launch goals and other strategic company projects
Help uncover new opportunities in targeted market segments
Vendor & Brand Knowledge
Participate in vendor-led training to stay informed on new products
Maintain expert-level knowledge of Powersports brands within your segment
Sales Targets
Meet or exceed lead generation, revenue, and margin goals
Identify and leverage upselling and cross-selling opportunities
Competitive Intelligence
Analyze competitor strategies and adjust positioning accordingly
Collaboration
Attend weekly sales meetings and contribute to strategic discussions
Collaborate with internal stakeholders to improve sales outcomes
️ Occasional Travel
Travel 1-2 times per year to attend trade shows and industry events
Knowledge, Skills & Abilities
In-depth understanding of the Powersports segment
Track record of delivering exceptional customer service
Organized, efficient, and goal-oriented
Team player with excellent communication skills
Proven ability to close sales and achieve revenue targets
Passionate about living out Turn 14 Distribution's core values
There at Every Turn: Our Benefits
We believe in empowering our employees through career growth opportunities, ongoing learning, and a strong culture of support. Here's what we offer:
Competitive Pay Structure
Company-Sponsored Insurance (Medical, Dental, FSA, Dependent Care Accounts)
Generous Paid Time Off and Paid Holidays
401(K) Match
Tuition Reimbursement
Company-Sponsored Events
Subsidized Part Purchasing Program
Financial Services Officer
Finance service representative job in Philadelphia, PA
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Philadelphia, PA
Provides financial services and planning to assist students in meeting college costs. This position also administers all aspects of the College's financial services programs.
Administration. Provides financial counseling and planning to assist students in meeting college costs in order to administer all aspects of the College's financial aid programs.
Customer Service. Provides students with answers and direction on obtaining financial aid to assist with college funding.
Compliance. Maintains a presence and active involvement in communal affairs to assure compliance with Title IV Student Financial Aid programs and all federal and state regulatory requirements.
Systems Technology. Continually refines office technology systems in order to maintain a high level of professionalism and quality of service to students.
Title IV Refunds. Tracks and monitors student attendance in order to process timely and accurate Title IV Refunds.
Job Requirements: The following job requirements represent minimum levels of education, direct Financial Aid experience and competencies/abilities needed to perform this job successfully:
1. Education: Minimum of an Associates degree preferred
2. Experience: Customer Service and Problem Solving
3. Competencies: Incumbent must (be) able to:
• Project a professional image and provide outstanding customer service
• High ethical standards
• Keep commitments, meet deadlines and achieve demanding results
• Organize and execute around multiple priorities
• Communicate effectively, both orally and in writing
• Cooperate and collaborate as a member of a team
• Use Microsoft Word, Excel and PowerPoint to prepare and maintain records, correspondence, reports and other data
• Excellent verbal and written communication skills
• Strong interpersonal and organizational skills and attention to detail
• Embrace and demonstrate on an ongoing basis the Company's core values and mission statement.xx
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