Customer Service Representative / Appointment Setter
Finance service representative job in Altoona, PA
Customer Service Representative / Appointment Setter - Entry Level - Altoona, PA - $20/hr+
The Role
Join Integrity Construction and Windows Inc., a family-owned and operated remodeling business with over 40 years of experience in Pennsylvania. We're hiring Entry-Level Customer Service Representatives / Call Center Appointment Setters to help schedule free home improvement estimates for our customers.
As an Appointment Setter / Call Center Customer Service Rep, you'll:
Make outbound calls to schedule appointments for home improvement services.
Follow a proven script to connect with customers.
Work in a fun, competitive, and supportive office environment.
Hit daily and monthly goals to unlock higher earnings.
This is an on-site position in Altoona, PA (not remote).
Pay & Benefits:
We offer a competitive pay structure that rewards effort:
$160 per day guaranteed just for showing up
+ $75/day for hitting average performance
+ $40/day when you step up as team captain
+ $500/month in bonuses for hitting your goals
Health benefits, job security, and paid training
That means you could earn up to $1,500 per week while building your career in customer service!
What We're Looking For
No experience required - entry-level welcome.
Positive, motivated, and trainable attitude.
Competitive and goal-driven personality.
Strong communication and phone skills.
Apply today to join our Altoona, PA team and kickstart your career in customer service with Integrity Construction and Windows Inc.!
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
Construction Sales Rep
Finance service representative job in Hopwood, PA
Construction Sales Representative
Holtwood, PA
Close more deals with pre-qualified leads and a proven builder known for 5-star results.
Why You'll Love Working with Us
Build your Career: We are looking for an experienced construction sales rep (5+ years) who wants to advance their career by representing a builder focused on excellence.
Pre-qualified Leads: Focus on consultative selling with marketing leads and appointment setting already in place.
Sell Work You're Proud Of: Help homeowners turn backyard ideas into finished projects built right, with quality materials and solid craftsmanship. We deliver 5-star service - check our reviews!
Strong Team Culture: Collaborate with a motivated, fun-loving team that enjoys friendly competition and takes pride in achieving success together.
Non-corporate Environment: Clear meetings, clear expectations, and no corporate red tape.
Values in Action: Responsibility, integrity, continuous improvement, and teamwork shape how work gets done every day.
About Us
JJ Builders is a well-established construction builder dedicated to delivering quality projects that enhance our community's landscape. With a reputation for excellence and a commitment to innovation, we take pride in our diverse portfolio, which includes custom luxury homes, barns, and other distinctive structures. Guided by responsibility, integrity, continuous improvement, and teamwork, we aim to do the work right and earn trust from start to finish.
What You'll Do as a Construction Sales Representative:
Meet with homeowners (in person at our office or virtually) to understand their goals, budget, timeline, and property.
Visit job sites to review conditions and confirm project feasibility.
Work with the estimating, design, and leadership teams to develop accurate scopes of work, pricing, and proposals.
Present proposals, explain the details, answer questions, and guide customers to a decision.
Drive contracts to signature and confirm next steps, including deposits, schedules, and a clean handoff to operations.
Enter & track all customer activity, follow-ups, and next steps in the CRM system.
Build & manage a steady sales pipeline through follow-up, referrals, and relationship-building.
Serve as the primary point of contact for clients throughout the sales process and check in during construction to ensure their satisfaction.
Attend trade shows and events as needed (occasional weekends).
Travel regionally to client sites across PA, MD, DE, and NJ; most projects are within a two-hour drive from the shop.
Our Ideal Construction Sales Representative:
Experienced: Has 5+ years of construction-related experience and 2+ years of sales experience, with exposure to custom builds, post-frame, decking, remodeling, or similar projects; experience selling custom building projects is preferred.
Confident & Articulate: Communicates clearly and professionally in person, on the phone, and in writing, and can explain scope, pricing, and expectations.
Strong Closing Skills: Able to guide customers to decisions while protecting the customer experience and company standards.
Team-oriented: Works well with others and aligns with JJ's values of humility, accountability, and respect.
Professional Presence: Maintains a clean, professional appearance, communicates politely, and can pass a criminal background check and drug test.
Computer Skills: Able to use basic software tools, including email, CRM systems, and Microsoft 365.
Active: Comfortable walking job sites, navigating uneven terrain, and maintaining a safety-first mindset.
What We Offer Our Construction Sales Rep:
Anticipated earnings $115k-$155k or beyond with no cap!
Health insurance reimbursement
Paid Time Off and paid holidays
Quarterly profit sharing
Mileage reimbursement
Company cell phone, laptop, and apparel
To Apply
Submit your resume for consideration through this job posting. Applicants should have experience in construction sales, managing the whole sales process, and working directly with customers on custom building projects.
By submitting this application, you agree to receive recurring informational text messages (e.g., appointment alerts), which may be automated, to the mobile number used at opt-in from Team Builder Recruiting, LLC. Msg frequency may vary. Msg & data rates may apply. Reply HELP for help and STOP to cancel. See Terms and Conditions & Privacy Policy.
Dental Sales Representative -Flex Time
Finance service representative job in Allentown, PA
Flex Time Dental Sales - Pharmaceutical Sales
We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (13 days/month) position. The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a licensed Dental Hygienist and have 2+ years of sales success in Dental or Pharmaceutical Sales.
Our client has the #1 products in the dental market. They are a fortune 500 company that has great product for you to sample/sell and have wonderful
marketing materials that we deploy via the iPad.
Responsibilities of the Flex Time Dental Sales - Pharmaceutical Sales position
Sell and detail products directly to dental professionals Dentists and Hygienists).
Call on at least 8 dental offices each day and see the entire office.
Deliver 12 or more face to face presentations/day to targeted dentists and hygienists.
Conduct lunch and learn sessions with at least one office per day
Conduct dental products presentations with a company iPad.
Requirements of the Dental Sales - Pharmaceutical Sales position
Job Requirements
Bachelor's degree from an accredited college or university in Sales related field or Dental Hygiene
2+ years of sales success in Dental or Pharmaceutical Sales
Ability to work on a flex time (13 days/month) basis
Documented sales success
Relationships with dentists in the local market.
Compensation
The starting annual salary for this position is $30,000.00
Annual performance bonus of $5000.
Auto Allowance
Company Paid Storage Area
Company Paid Iphone and iPad
Job Type: Part-time
Seniority Level
Entry level
Industry
Pharmaceuticals
Employment Type
Part-time
Job Functions
Business DevelopmentSales
In-Home Sales Representative
Finance service representative job in Saxton, PA
Unlock Your Sales Potential with Home Genius Exteriors!
Ditch the cold calls and step into a full-time, high-opportunity W-2 sales role where 90% of the work is done for you before you ever meet the customer.
Become a part of the team and launch our second full fiscal year in this market. We're looking for driven professionals ready to grow into leadership roles. Home Genius Exteriors grew from $2.7M in sales our first year to over $292M in six short years!
In this role, we're looking for closers.
What You'll Do:
Meet with 2-3 pre-qualified customers daily
Deliver engaging, in home sales presentations
Grow fast through elite training & mentorship (we only promote from within)
Enjoy a supportive, team-first environment
What You'll Get:
$100,000-$300,000+ per year with a 70% advance up front & no cap on commissions
Weekly pay every Friday
Monthly bonuses + performance rewards (trips, electronics, events)
Health, dental & vision insurance (after 30 days)
Paid training, flexible schedule, gas/toll reimbursement
Local Appointments based on where you live
If You Are:
A confident communicator and natural relationship-builder
Driven to succeed and grow
Experienced in sales (with the track record to prove it)
Ready to level up your sales career?
Apply now to join THE fastest-growing company in the industry.
Equity 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 ApplyProprietary 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 ApplyPart Time Associate Banker Southeast PA (20 Hours)
Finance service representative job in Pennsylvania
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-ApplyAgent, Financial Services
Finance service representative job in Pennsylvania
Several opportunities are currently available in the Mauricie region. As an agent, financial services, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. More specifically, you will be required to:
* Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
* Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
* Work in collaboration with personal finance advisors and improve the service offered to members.
What we offer*
* Competitive salary and annual bonus
* 4 weeks of flexible vacation starting in the first year
* Defined benefit pension plan that provides predictable, stable income throughout retirement
* Group insurance including telemedicine
* Reimbursement of health and wellness expenses and telework equipment
* Benefits apply based on eligibility criteria.
What you bring to the table
Regardless of your experience or education, if you've always wanted to work in the financial services industry, send us your application.Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)-provides a unique opportunity to receive training for a career suited to your skills, goals and education.
#LI-Hybrid
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)
Auto-ApplyTrader
Finance service representative job in Newtown, PA
Sunoco LP is a leading energy infrastructure and fuel distribution master limited partnership operating across 47 U.S. states, Puerto Rico, Europe, and Mexico. The Partnership's midstream operations include an extensive network of approximately 9,500 miles of pipeline and over 100 terminals. This critical infrastructure complements the Partnership's fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors.
At Sunoco, we take great pride in what we do and wholeheartedly believe our employees drive success for our company and our customers. We are always looking for the best and brightest talent and we are committed to making your job a challenging and rewarding experience.
Job Summary:
Trades in both physical clean products and financial commodities in the domestic and international trading markets. Physical products include gasoline, diesel, heating oil, renewable fuels and RINS.
Core Responsibilities:
* Physical trading activity, both spot and term, is in pursuit of both optimal system supply and trading profits.
* Develops trading strategies, initiates and manages physical and financial positions for profit, focuses on supply portfolio, manages price exposure for system and trading positions and proposes relevant risk management and hedging strategies.
* Accountable for optimization of supply for retail system requirements and for book trading positions profit/loss.
* Collaborates with commercial operations to manage physical inventories consistent with supply requirements and financial market structure. Represents the company externally and requires an extensive network of 3rd party contacts.
* Seeks out and identifies trading opportunities. Embeds optionality to reduce exposure in trading positions and trade books, interprets financial information, integrates information from a variety of sources, detects trends, associations, and cause/effect outcomes.
* Negotiates contracts both short and long-term. Builds relationships, manages third parties and internal relationships, develops contacts and gathers relevant market information.
* Participates in setting strategic plan for supply & trading team and provides leadership role to other commercial functions.
Required Skills (External)
* BS degree in Finance/Business/Engineering or other related discipline
* 2-5 years total experience in energy industry with at least 2 years prior trading experience in domestic physical clean products market(s)
* Excellent analytical, communication, and interpersonal skills
* Proven negotiation skills
Preferred Skills
* Prior trading experience in financial markets (futures, spreads, options, swaps, etc.)
* Physical clean products trading experience in Chicago, NYH and/or USGC markets
* Understanding of refined products logistics assets in the U.S. (pipelines/terminals)
* Experience using Right Angle
ESSA Bank, Universal Associate, Full-Time
Finance service representative job in Brodheadsville, PA
Full-time Description
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
Follow all bank policies and operational procedures to ensure security and compliance.
Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
Respect- treat every client and colleague with dignity and respect.
Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
Inclusion- embrace diverse perspectives creating a welcoming environment for all.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
Collaboration- work effectively within a team, contribute ideas, and support colleagues.
Volunteerism- actively support and participate in community outreach and volunteer initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
UA I- Open consumer and business deposit accounts
UA II- Ability to uncover and originate consumer loans plus all above duties.
UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
Medical, Dental, Vision & Life Insurance
401K with company match
Paid Time Off & Recognized Holidays
Leave policies
Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
Employee Assistance Program
Employee Health & Wellness Program
Special Loan and Deposit Rates
Gradifi Student Loan Paydown Plan
Rewards & Recognition Programs and much more!
Eligibility requirements apply.
ESSA Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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Part-Time Community Banking Associate - Bloomsburg
Finance service representative job in Bloomsburg, PA
Part-Time Community Banking Associate
Are you looking for a career with a purpose in your local community? By working at your community bank, you will find a sense of purpose in your everyday job. At Journey Bank we strive to assist, all members of our community, on their financial journey. Journey Bank is a strong, independent community bank with over 22 locations and 290 employees. We are seeking a part-time Community Banking Associate to join our team and work on-site at our Bloomsburg Community Office.
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 cash handling, banking experience, and 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 Bloomsburg Community Office Hours.
Benefits: A competitive compensation and excellent benefit package, 401(k) with safe harbor match, paid holidays and vacation.
Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
All job offers are contingent upon results of a criminal record check, drug screening and credit check.
Part Time Associate Banker Southeast PA (20 Hours)
Finance service representative job in Pennsylvania
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-ApplyBanking 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.
Relationship Banking Associate
Finance service representative job in Pennsylvania
Pay Range: $17.50 - $19.62The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.
Education and Experience:
High School Diploma or Equivalent
Minimum one year experience in related banking positions or equivalent sales/customer service experience
Skills and Abilities:
Excellent listening & communication skills
Ability to approach, identify and have conversations with customers and identify needs and opportunities
Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills
Ability to function in a fast paced, ever-changing environment
Ability to work well with people as a team
Proficient computer skills
Tasks Performed:
65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.
25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
5% Performs other duties as assigned and required.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 50% of time
Move about within or between locations
Bend, Twist, Crouch, Squat
Move Objects to Maximum 20 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
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-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-ApplyCommercial Associate - Global Commercial Banking - Middle Market Banking (Pittsburgh)
Finance service representative job in Pittsburgh, PA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description
Great opportunity to join our Global Commercial Banking Team! The Bank of America Middle Market segment is seeking a Commercial Associate to join our Pittsburgh Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion, primarily in the U.S. and Canada, as well as their international subsidiaries. Our client relationship teammates, located in the U.S. and around the globe, partner across our company to provide a wide range of financial services, integrated working capital management and treasury solutions, and underwriting and advisory services.
This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years.
Responsibilities:
Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction
Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities
Required Qualifications:
Minimum 3 years of previous business experience
Demonstrates initiative/self-motivation
Possesses strong interpersonal skills
Possesses strong analytical and financial modeling skills
Understanding of corporate financial statements
Demonstrates strong critical thinking skills
Demonstrates the ability to independently make decisions
Desired Qualifications:
Bachelor's Degree in Accounting, Finance, or related area
Formal Commercial Credit Training preferred but not required
Skills:
Financial Analysis
Market Analysis
Client Management
Capital Structure Analysis
Negotiating and Influencing
Relationship Building
Pipeline Management
Client Solutions Advisory
Referral Identification
Data and Trend Analysis
Risk Management
Business Development
Data Visualization
Continuous Improvement
Project Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Auto-ApplyFinancial Sales and Service Specialist
Finance service representative job in Wayne, PA
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Full Time Financial Sales and Service Specialist in Wayne, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview
The Financial Sales and Service Specialist is responsible for performing a variety of duties to support the customer service function of a community office, coordinating work within the department, as well as with other departments. This individual is also responsible for reporting pertinent information to the immediate supervisor and responding to inquiries or requests for information.
Opens deposit accounts and takes loan applications.
Responds to customer questions, quotes rates and payments, recommends services.
Helps with account maintenance such as address changes, change of account signers, etc.
Assists customers in obtaining specialized services from other departments, such as mortgage, wealth management, merchant services, trust services, and commercial loans; provides help to customers with specific inquiries or service problems.
Serve as a Financial Center Associate, when required.
Education & Qualifications
A high school diploma or equivalent with an emphasis in a business curriculum.
Notary experience preferred or ability to obtain notary as needed.
A minimum of one (1) year of experience in related positions preferred.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of financial center policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required.
Pay Transparency
We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplySales Representative
Finance service representative job in State College, PA
Sales Representative No Cold Calling $96k-220k/year
We've expanded product line and are searching for 4 new sales representatives to start the division. This position offers the possibility of being promoted to manager for the division in 90 days. Sales experience and construction knowledge are not necessary for this position as we offer paid training.
The Role:
Our sales representatives do not have to do any cold calling, door knocking, or prospecting. We provide you with daily appointments of homeowners who want to do a home renovation. You will use our trained sales system to do a customer-focused presentation of our unique products and services. Utilizing financing, you will close those deals in one call giving you plenty of time to see more customers and make more commissions.
Schedule
Monday through Friday 2nd shift
Pay:
We offer a guaranteed pay of $1,000 a week with uncapped commissions. Income range is $96,000 to $220,000 annually.
Benefits:
Travel reimbursement
Medical Benefits
PTO
Paid Training
Requirements:
Valid Driver's license
Dependable vehicle
Positive Mindset
Trainable
Motivated