Post job

Finance service representative jobs in Pittsburgh, PA - 593 jobs

All
Finance Service Representative
Banker
Bank Specialist
Customer Service Representative
Banking Associate
Relationship Banker
Sales Representative
Equity Trader
Bank Representative
Customer Service Officer
Service Officer
  • Sales Representative

    Burns & Scalo Roof Asset Management

    Finance service representative job in Pittsburgh, PA

    About Us: Burns & Scalo Roof Asset Management delivers a proactive and comprehensive roof asset management program designed to help property owners and facility managers protect and extend the life of their roofing investments. Our services include detailed inspections covering all roof components, preventative maintenance planning, annual condition reporting, and “one call coverage” coordination to provide consistent roofing service through a network of rigorously vetted partners. We help clients reduce unplanned spending, plan for future capital needs, and minimize costly repairs before they occur. Job Summary: The Sales Representative is responsible for driving new business growth for Burns & Scalo Roof Asset Management by managing the full sales cycle, from initial prospecting through closing service agreements. This role focuses on building relationships with building owners, property managers, and facility managers, conducting discovery meetings, and clearly communicating the value of proactive roof asset management. Supported by our technical and operations teams, the Sales Representative serves as the primary client contact throughout the sales process, ensuring a smooth transition to account management and supporting long-term client retention. Job Responsibilities: Identify and pursue new business opportunities with building owners, property managers, and facility managers. Conduct outbound outreach via phone, email, LinkedIn, and in-person networking. Leverage existing Burns & Scalo relationships and referral sources Schedule and conduct introductory and discovery meetings Understand client goals, property portfolios, and current roof maintenance approaches Clearly communicate the value of proactive roof asset management Serve as a trusted point of contact throughout the sales process Coordinate internally to prepare proposals and service agreements Present proposals and guide clients through the decision process Follow up consistently to advance opportunities and close agreements Ensure smooth handoff of new clients to the Account Management team Maintain positive relationships to support renewals and future opportunities Maintain accurate records of activity, pipeline, and communications Provide basic pipeline and forecast updates as requested Perform other duties as assigned Job Qualifications: A minimum of two years of B2B sales, customer facing, or business development experience Possess strong communication skills and be comfortable with phone, email, and in-person outreach to clients Must enjoy people and want to build appropriate levels of rapport with our clients, sub-partners, and team members. Must possess Interpersonal Skills to be supportive, kind, empathetic, patient, and respectful in working with colleagues and customers Willingness to learn roofing and asset management concepts Able to convey information in writing or verbally to people clearly and simply Able to receive information actively to ensure clarity of the message Must be proficient in Microsoft suites of services including Excel Possess a High school diploma/GED Previous office or business experience English fluency Preferred Qualifications: Experience in construction, roofing, property management, or facility services Experience selling recurring services or service agreements Physical Requirements: Required to stand, walk and sit; talk or hear in person and by telephone; use hands to handle or feel objects or controls; reach with hands and arms. Salary: $55,000 - $65,000 per year Benefits: Profit Improvement Incentive 15 Days of Paid Time Off and 7 paid Company holidays a year Health, Dental, and Vision Insurance Company-paid life insurance 401(k) with company match Short and Long-Term Disability Insurance options Health Savings Account with company contribution Employee Assistance Program (EAP)
    $55k-65k yearly 4d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Finance service representative job in Plum, 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 ***************************
    $65k-121k yearly est. Easy Apply 60d+ ago
  • Customer Service Representative

    Acme 4.6company rating

    Finance service representative job in Pittsburgh, PA

    Responsible for supporting the company's sales goals through good customer service, maintaining quality relations with existing accounts, and providing sales coverage by performing the following duties: • Applies knowledge of company products/services to efficiently process customer information, and respond to inquiries and complaints in a diplomatic manner. • Builds and maintains quality relations with assigned customers. • Contacts customers via telephone or correspondence as frequently as necessary to meet goals. • Maintains updated, organized files on all assigned customers. • Completes and submits required documentation. • Contacts customers to obtain missing information or data to ensure an accurate customer database. • Traces and expedites late orders to ensure customer satisfaction. • Trains new Customer Service Representatives as requested. • Performs other related duties as assigned.
    $27k-34k yearly est. 60d+ ago
  • Retail Sales & Customer Service Representative

    Titan Management Acquisitions 4.6company rating

    Finance service representative job in Monroeville, PA

    Titan Management Acquisitions is a promotional marketing firm in the Morgantown, WV area. Our experience on the ground means we're a powerful asset for business campaigns and publicity efforts. Like a fine suit, every service offered to our clients are finely tailored based on specific products and targets . Our mission is to build connections between our clients and their potential customers by creating a standard of excellence and providing top notch service, while fostering our teams' growth through a rewarding and progressive environment. Job Description Titan Management Acquisitions' goal is to provide client acquisition services for a wide range of satellite and communications clients. Our clients have a huge presence in some of the world's largest retailers. We are expanding into the Monroeville, PA market in September 2016, and are looking for qualified candidates to assist our growing firm! This position offers candidates fully paid training, a wide range of career growth possibilities, a competitive pay structure, travel incentives and performance bonuses! The best part? You'll be working with some of the largest brand names nationwide! What you'll do as a Retail Sales Representative: Consult with retail customers to identify and sell a variety of products and services new to the marketplace that meet their wants/needs Develop exceptional customer relationship management (CRM). Listen and understand client needs and provide advice on how they can be met by products and services offered Generate revenue and sales to meet sales targets Provide customers with a positive sales and service experience Meet sales quotas and service objectives in a fast paced retail environment Product performances, demonstrations and sales will be a requirement in this role Qualifications As a Retail Sales Representative you must: Be adaptable to a variety of people Be comfortable with face to face consumer interaction Possess a post-secondary education or equivalent experience in sales, marketing, retail or a related field Travel to on-site retail events as it will be a requirement in this role Think you have what it takes to be our next Retail Sales Representative? Apply now! The selected candidate for this role will be working inside major retail locations across the local area on behalf of a local retail & promotional based marketing firm to promote, sell and represent their client's products/brands. You will not be considered an employee of the retailer in which location you are stationed. Additional Information Check us out at ********************************** Like us on Facebook Connect with us on LinkedIn Follow us on Twitter
    $29k-38k yearly est. 1d ago
  • Oracle R12 Customer (GC-USC)

    Sonsoft 3.7company rating

    Finance service representative job in Pittsburgh, PA

    Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, => Software Consultancy and Information Technology Enabled Services. Job Description:- At least 7 years of experience in the Oracle 11i and R12 Application Domain. At least 7 years of Oracle Application functional expertise in Oracle Customer Data Hub, Customer Data Librarian modules of Oracle R11 / R12 E-Business suite. Good knowledge of ERP Implementation in Hi-tech business industry. Experience in Gap analysis, package evaluation, implementation, upgrade, testing and user training in Oracle Modules Experience in managing large and complex programs Experience working with multiple teams across geographical locations. Should have strong analytical skills, should be team-oriented with excellent multi-tasking and coordination skills. Minimum 4 end to end Implementations including upgrade experience Ability to provide Oracle consulting in client engagements so as to influence business and IT Knowledge and exposure to Hi-tech business industry preferred Experience and desire to work in a management consulting environment that requires regular travel Qualifications Basic Qualifications :- Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 7 years of experience within the Information Technologies. Additional Information ** U.S. citizens and those authorized to work in the U.S. are encouraged to apply . We are unable to sponsor at this time. Note:- This is a Full-Time Permanent job opportunity for you. Only US Citizen, Green Card Holder, TN Visa, GC-EAD, can apply. No OPT-EAD & H1B Consultants please. Please mention your Visa Status in your email or resume.
    $28k-40k yearly est. 60d+ ago
  • Client Service Officer (Pittsburgh, PA or Lake Mary, FL)

    Insight Global

    Finance service representative job in Pittsburgh, PA

    One of Insight Global's top banking clients is looking for a Client Services Officer to sit on site 4 days a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client Service team supports external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. The CSO will act as the main point of contact for the client and will be responsible for client retention and de-escalating / resolving any client issues that arise via email and phone. They will also be responsible for supporting the Sr. CSO's, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain information or guidance on how to resolve client issues. This role will be fast paced and needs a candidate who is passionate about customer service, enjoys multitasking, learning operational flows of resolving client inquiries, and comfortable advocating for their clients. This person will need to be flexible working 8 hours a day between the hours of 8am - 7pm EST. Some main responsibilities may include: - Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication. - Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention - Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements - Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems - Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - 1+ years of experience within customer service - Strong customer service skills - willing to chase down answers and find solutions for their client - Financial Services Experience - Specifically in ACH, Wire Transfers, Foreign Exchange, Lockbox etc. - Microsoft Office (specifically Excel) - CRM experience (specifically Microsoft Dynamics) - Bachelor's Degree
    $42k-71k yearly est. 24d ago
  • Commercial Associate - Global Commercial Banking - Middle Market Banking (Pittsburgh)

    Bank of America 4.7company rating

    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
    $38k-83k yearly est. Auto-Apply 8d ago
  • Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Canonsburg, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $40k-91k yearly est. 60d+ ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Franklin Park, PA

    FASTSIGNS #291801 is hiring for a Customer Service Representative to join our team! Benefits/Perks: * Competitive Pay * Paid Vacation and Holidays * Performance Bonus * Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: * Be the initial contact with current as well as prospective customers in our FASTSIGNS Center * Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders * Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center * Work with customers in numerous ways such as email, telephone, in-person and at their place of business * Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: * 2-3 years of retail or counter sales experience preferred * High school diploma or equivalent * Outgoing, responsive, eager to learn and has the ability to build relationships * Great listening and organization skills * Ability to sit for long periods (4 hours or more) * Ability to view a computer screen for long periods (4 hours or more) * Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
    $27k-33k yearly est. 60d+ ago
  • Relationship Banking Representative

    First National Trust Company

    Finance service representative job in Pittsburgh, PA

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Relationship Banking Representative Business Unit: Mortgage Administration Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for opening new relationship accounts, driving customer relationship expansion through referral facilitation , and coordination of all account related actions during and after the mortgage loan process. This incumbent will provide the highest level of customer service to our clients while ensuring strict adherence to procedures and regulatory compliance. Primary Responsibilities: Receives relationship referrals from MBR / MBC / MBS team, facilitates opening of deposit accounts in the system according to established policies and procedures, and educates client on online banking, mobile, and other digital banking features and benefits. Obtains required documentation from customers, and provides required data to servicing partners to facilitate ACH for mortgage payments. Facilitates referrals for additional products and services, reviews customer financial needs, suggests appropriate products and services and assists in referral and handoff according to established policies and procedures. Communicates with key internal partners to insure the customer experience and handoff at all stages flows smoothly and provides an optimal customer experience. Complete and monitor all applicable reporting and tracking including set-up of client in CRM system for deposit and banking related campaigns. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related or banking operational position. Knowledge of various government regulations such as Regulation CC, DD, O, and Z and how these regulations relate to the job. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $28k-35k yearly est. Auto-Apply 60d+ ago
  • Car Wash Associate - Banksville

    Mr. Magic Car Wash 3.6company rating

    Finance service representative job in Pittsburgh, PA

    Now Hiring! Car Wash Associate Location: Pittsburgh, PA | Part-Time/Full-Time | Competitive Wage + Uncapped Commissions - At Mr. Magic Car Wash, we don't just wash cars, we create memorable experiences. As a Car Wash Associate, you'll play a key role in both helping customers select the right wash package or membership and guiding them through their entire visit from start to finish. You'll introduce guests to the benefits of our Unlimited Wash Club, promote membership options, and send them through the wash tunnel with a smile on their face. But your role doesn't stop there. You'll also ensure that every customer feels taken care of during their visit, that the site is clean and welcoming, and that our high standards of service are consistently met. - Bring the energy, the smiles, and the attention to detail - and let's make magic happen! - About Mr. Magic Car Wash Steel City Wash, LLC dba Mr. Magic Car Wash is Pittsburgh's Premier Car Wash! We are a company that cares. Throughout our communities, we find so many ways to make a positive impact. Caring has been our true north since we started in 1959 and will always be the Mr. Magic way. We care about your car, giving it the best wash consistently to keep it looking great and running strong. We care about your family feeling proud of the cars in your garage. We care about our family, ensuring that every teammate is respected, supported, and appreciated. We care about our community by supporting vital organizations, schools, and teams with fundraising efforts. We care about the quality of our wash being superior to any car wash not named Mr. Magic. We care about the value we provide in delivering a clean, shiny wash every time. We care about our reputation, as we're a family-first company in our communities. We care about the trust you place in us with one of your most expensive and important investments. We care about the loyalty we forge that spans generations in the same family. We care about you, as we love to catch up, laugh, and interact with you at each visit. We care about the way you feel renewed every time you exit the tunnel of Mr. Magic. When you join Mr. Magic, you're not just getting a job; you're joining a family-first company with a legacy of excellence. - Responsibilities Sell and promote Unlimited Wash Club memberships, consistently meeting or exceeding sales goals. Educate customers on wash packages and recommend the best fit for their needs. Guide customers through the entire wash process, from greeting to exit, ensuring a seamless and positive experience. Provide excellent service before, during, and after the wash to maximize customer satisfaction. Accurately process transactions at the point of sale. Safely load vehicles onto the conveyor and support operational flow in the tunnel. Maintain site cleanliness and appearance, including stocking towels and ensuring a professional, welcoming environment. Follow all safety protocols and guidelines to protect customers and teammates. Work closely with your team to keep operations running smoothly. Maintain a professional appearance and attitude in line with company values. Take on other tasks as assigned by site leadership. - Apply today and be part of a team where caring for customers, teammates, and the community is at the heart of everything we do. - What You'll Get Full-Time: $14/hr + Uncapped Commissions Part-Time: $13/hr + Uncapped Commissions Competitive benefits package Paid Time Off (PTO) Career growth opportunities with a growing company - Qualifications Education High school diploma, equivalent certificate, or current enrollment. - Skills/Experience 1-2 years of experience in retail, customer service, or membership sales preferred. Strong communication and customer service skills, with the ability to de-escalate when needed. Ability to multitask and stay professional in a fast-paced environment. Attention to detail and commitment to cleanliness. Flexible availability, including evenings and weekends. Reliable transportation
    $14 hourly 2d ago
  • Private Banker

    Northwest Bancorp, Inc. 4.8company rating

    Finance service representative job in Bellevue, PA

    The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions * Initiate contacts for developing and closing new business * Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services. * Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances * Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status * Develop a high community profile * Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing * Communicate on the development of new business accounts * Meet and/or exceed annual production guidelines * Complete financial profiles and accurately analyze customer needs and prepare proposals * Recommend products and services accordingly, taking into account all available alternatives * Perform presentations, meetings, and seminars with prospects * Cross-sell Northwest products and services * Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis * Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) * Monitor client accounts on an ongoing basis * Schedule client meetings on a periodic basis * Review financial / investment markets daily * Develop a high community profile * Minimize nonstandard fee schedules Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Additional Responsibilities * Assist with setting personal goals and targets * Recommend improvements to sales and procedures * Recommend new marketing initiatives / potential new business opportunities * Recommend additions to product and services offerings Safety and Health for Supervisors without Direct Reports * Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program * Consistently and fairly enforce safe work practices * Ensure that each employee knows what to do in the event of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree Finance / related degree preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Knowledge of the securities industry, investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to effectively present investment strategies to clients and maintains a holistic approach to planning Strong relationship management, sales and new business skills Well-developed analytical and problem-solving skills Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge of Financial Planning Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Private Banking products Licenses and Certifications Series 7 In relevant states Upon Hire And Life/Acc/Health In relevant states Upon Hire And Series 63 In relevant states Upon Hire And Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $34k-59k yearly est. Auto-Apply 41d ago
  • Relationship Banking Specialist

    1St. Summit Bank 3.8company rating

    Finance service representative job in Murrysville, PA

    ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: * With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. * Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. * Provides direct and immediate response to customer requests or needs. * Develops a top customer calling list. * Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. * Listen, assess, and solve customer problems. * Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: * Wealth Management * Electronic Banking * Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: * Opens new accounts on the platform system. * Completes transactions on the teller processing system. * Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: * Provide solutions to our customers' needs. * Answer our customers' technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following: * Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. * Preparing correspondence, filing, phone inquiries and other clerical duties. * Contact overdraft and delinquent customers. * Complete file maintenance on customer accounts. * Requisition office supplies, loan documents, new account supplies, Money Orders, * Treasurer's Checks, Pre-Paid Cards, etc. * Maintain Scanner and ATM. * Balance Vault, Cash Advance Machine, and ATM daily. * Transfers cash to and from the vault. * Performs check cashing overrides when the PBO/Supervisor is not available; * Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: * Attends and participates in annual meetings to develop departmental goals and objectives. * Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: * Excellent verbal and written communication skills. * Exceptional organizational skills and strong attention to detail. * Basic computer skills and digital awareness. * Typing 40 wpm. * Must be results oriented. * Manual dexterity and numerical skills. * Knowledge of all products and services and all office functions. * A positive, enthusiastic attitude. * Ability to multi-task. * Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: * This position does not supervise employees. EDUCATION and EXPERIENCE: * High School diploma or GED. * Associates Degree preferred. * Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: * Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. * Ability to lift up to 25 pounds (i.e., heavy boxes or coin). * Ability to communicate in person, through email or via telephone with customers and staff members. * Ability to sit or stand for an extended period. * Specific vision abilities required by this job may include close vision and the ability to adjust focus. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $37k-59k yearly est. 60d+ ago
  • Floating Relationship Banker

    First National Bank (FNB Corp 3.7company rating

    Finance service representative job in Greensburg, PA

    Primary Office Location: 996 North Main Street. Greensburg, Pennsylvania. 15601. Join our team. Make a difference - for us and for your future. Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $30k-35k yearly est. Auto-Apply 60d+ ago
  • Retail Sales & Customer Service Representative

    Titan Management Acquisitions 4.6company rating

    Finance service representative job in Monroeville, PA

    Titan Management Acquisitions is a promotional marketing firm in the Morgantown, WV area. Our experience on the ground means we're a powerful asset for business campaigns and publicity efforts. Like a fine suit, every service offered to our clients are finely tailored based on specific products and targets. Our mission is to build connections between our clients and their potential customers by creating a standard of excellence and providing top notch service, while fostering our teams' growth through a rewarding and progressive environment. Job Description Titan Management Acquisitions' goal is to provide client acquisition services for a wide range of satellite and communications clients. Our clients have a huge presence in some of the world's largest retailers. We are expanding into the Monroeville, PA market in September 2016, and are looking for qualified candidates to assist our growing firm! This position offers candidates fully paid training, a wide range of career growth possibilities, a competitive pay structure, travel incentives and performance bonuses! The best part? You'll be working with some of the largest brand names nationwide! What you'll do as a Retail Sales Representative: Consult with retail customers to identify and sell a variety of products and services new to the marketplace that meet their wants/needs Develop exceptional customer relationship management (CRM). Listen and understand client needs and provide advice on how they can be met by products and services offered Generate revenue and sales to meet sales targets Provide customers with a positive sales and service experience Meet sales quotas and service objectives in a fast paced retail environment Product performances, demonstrations and sales will be a requirement in this role Qualifications As a Retail Sales Representative you must: Be adaptable to a variety of people Be comfortable with face to face consumer interaction Possess a post-secondary education or equivalent experience in sales, marketing, retail or a related field Travel to on-site retail events as it will be a requirement in this role Think you have what it takes to be our next Retail Sales Representative? Apply now! The selected candidate for this role will be working inside major retail locations across the local area on behalf of a local retail & promotional based marketing firm to promote, sell and represent their client's products/brands. You will not be considered an employee of the retailer in which location you are stationed. Additional Information Check us out at ********************************** Like us on Facebook Connect with us on LinkedIn Follow us on Twitter
    $29k-38k yearly est. 60d+ ago
  • Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Canonsburg, PA

    JobID: 210679656 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: **************************************************************************
    $40k-91k yearly est. Auto-Apply 60d+ ago
  • Private Banker

    Northwest Bank 4.8company rating

    Finance service representative job in Bellevue, PA

    The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions • Initiate contacts for developing and closing new business • Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services. • Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances • Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status • Develop a high community profile • Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing • Communicate on the development of new business accounts • Meet and/or exceed annual production guidelines • Complete financial profiles and accurately analyze customer needs and prepare proposals • Recommend products and services accordingly, taking into account all available alternatives • Perform presentations, meetings, and seminars with prospects • Cross-sell Northwest products and services • Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis • Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) • Monitor client accounts on an ongoing basis • Schedule client meetings on a periodic basis • Review financial / investment markets daily • Develop a high community profile • Minimize nonstandard fee schedules Additional Essential Functions • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency • Work as part of a team • Work with on-site equipment Additional Responsibilities • Assist with setting personal goals and targets • Recommend improvements to sales and procedures • Recommend new marketing initiatives / potential new business opportunities • Recommend additions to product and services offerings Safety and Health for Supervisors without Direct Reports • Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program • Consistently and fairly enforce safe work practices • Ensure that each employee knows what to do in the event of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree Finance / related degree preferred Work Experience 6 - 8 years relevant experience General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Knowledge of the securities industry, investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Ability to effectively present investment strategies to clients and maintains a holistic approach to planning Strong relationship management, sales and new business skills Well-developed analytical and problem-solving skills Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge of Financial Planning Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Private Banking products Licenses and Certifications Series 7 In relevant states Upon Hire And Life/Acc/Health In relevant states Upon Hire And Series 63 In relevant states Upon Hire And Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $34k-59k yearly est. Auto-Apply 38d ago
  • Relationship Banking Specialist

    1St. Summit Bank 3.8company rating

    Finance service representative job in Murrysville, PA

    ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness. • Provide extraordinary service to customers resulting in a full pipeline of referral opportunities. • Provides direct and immediate response to customer requests or needs. • Develops a top customer calling list. • Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success. • Listen, assess, and solve customer problems. • Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business. Develops and maintains a broad knowledge of products and services to appropriately support customer needs: Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: • Wealth Management • Electronic Banking • Loan Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: • Opens new accounts on the platform system. • Completes transactions on the teller processing system. • Processes Cash Advances, Pre-Paid Cards, Check Orders, etc. Proficient in Electronic Banking to: • Provide solutions to our customers' needs. • Answer our customers' technical questions. Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following: • Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor. • Preparing correspondence, filing, phone inquiries and other clerical duties. • Contact overdraft and delinquent customers. • Complete file maintenance on customer accounts. • Requisition office supplies, loan documents, new account supplies, Money Orders, • Treasurer's Checks, Pre-Paid Cards, etc. • Maintain Scanner and ATM. • Balance Vault, Cash Advance Machine, and ATM daily. • Transfers cash to and from the vault. • Performs check cashing overrides when the PBO/Supervisor is not available; • Open and close the branch in the absence of the PBO/Supervisor Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information: Participates in meeting Community Banking Department's long- and short-term goals and objectives: •Attends and participates in annual meetings to develop departmental goals and objectives. •Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives: oDaily 5 Minute Meetings. oWeekly Relationship Building Conference Calls. oWeekly Branch Based Sales Meetings. oMonthly Employee Relations Meetings. Performs other duties as assigned or directed. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Basic computer skills and digital awareness. • Typing 40 wpm. • Must be results oriented. •Manual dexterity and numerical skills. •Knowledge of all products and services and all office functions. •A positive, enthusiastic attitude. •Ability to multi-task. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: •This position does not supervise employees. EDUCATION and EXPERIENCE: •High School diploma or GED. •Associates Degree preferred. •Minimum One (1) to Three (3) years in customer service and sales experience. PHYSICAL REQUIREMENTS: •Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. •Ability to lift up to 25 pounds (i.e., heavy boxes or coin). •Ability to communicate in person, through email or via telephone with customers and staff members. •Ability to sit or stand for an extended period. •Specific vision abilities required by this job may include close vision and the ability to adjust focus. •Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $37k-59k yearly est. 60d+ ago
  • Wealth Management Banking Specialist

    Bank of America 4.7company rating

    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: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelors Degree, High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $29k-42k yearly est. Auto-Apply 28d ago
  • Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA

    Jpmorganchase 4.8company rating

    Finance service representative job in Canonsburg, PA

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $40k-91k yearly est. Auto-Apply 60d+ ago

Learn more about finance service representative jobs

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

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

Average finance service representative salary in Pittsburgh, PA

$37,000
Job type you want
Full Time
Part Time
Internship
Temporary