Finance service representative jobs in Ross, PA - 621 jobs
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Finance Specialist
Artech LLC 3.4
Finance service representative job in Pittsburgh, PA
Salary Range:
Competitive
Introduction
We are seeking a dedicated and experienced professional to join our team in a dynamic financial planning role within the finance and banking industry. This position offers a contract-to-hire opportunity, providing a pathway to grow and excel in your career.
Required Skills & Qualifications
Applicants must be able to work directly for Artech on W2
Client Suite (Excel - pivots), 5+ Years of Experience Required.
Communication - verbal and written, 5+ Years of Experience Required.
Work with business partners (business office, managers), 5+ Years of Experience Required.
Financial acumen, 5+ Years of Experience Required.
Business case/ contract/ budget review experience, 5+ Years of Experience Required.
Forecasting/ Annual Planning, 5+ Years of Experience Required.
Preferred Skills & Qualifications
Experience with Hyperion.
Bachelor's Degree in Finance preferred.
5 years or more experience in finance.
Day-to-Day Responsibilities
Develop and analyze business cases related to technology contracts with vendors.
Create and manage budgets and forecasts.
Review contracts and estimates for accuracy and compliance.
Conduct variance analysis to identify trends and areas for improvement.
Company Benefits & Culture
Supportive and inclusive work environment.
Opportunities for professional growth and development.
Flexible working hours to promote work-life balance.
For immediate consideration please click APPLY to begin the screening process with Alex.
$54k-90k yearly est. 2d ago
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Customer Service Representative
Insight Global
Finance service representative job in Butler, PA
Day-to-Day
Manage high-volume inbound and outbound calls (approximately 100 per day) with professionalism and courtesy.
Provide prompt and thorough customer support, resolving inquiries efficiently.
Assist clients with account details, billing questions, and service requests.
Accurately update client records and perform data entry using Microsoft Office and related software.
Handle transactions, including occasional cash processing.
Identify customer needs and promote relevant products or services to support sales initiatives.
Document all interactions clearly for future reference and analysis.
Participate in ongoing training to enhance product knowledge and service skills.
Must-Haves
Previous experience in customer service, especially handling inbound calls.
Background in office or desk-based roles (e.g., teaching, automotive dealership, dental office).
Strong verbal and written communication skills with attention to detail.
Proven ability in call center or customer support environments preferred.
High typing accuracy and speed for data entry tasks.
Proficiency in Microsoft Office Suite and general computer skills.
Ability to multitask effectively in a fast-paced setting.
Analytical skills to assess customer needs and provide solutions.
Plusses
Experience in HVAC, lawn care, landscaping, or home services.
Knowledge of sales techniques, cash handling, and outbound calling strategies.
Familiarity with CRM systems (RealGreen preferred).
$27k-35k yearly est. 2d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Baden, PA
Primary Office Location:1625 Beaver Road. Baden, Pennsylvania. 15005.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$27k-32k yearly est. 3d ago
Insurance Representative
Farmers National Bank of Canfield 4.7
Finance service representative job in Pittsburgh, PA
This position will assist clients by providing insurance advice regarding Property and Casualty Insurance. The position will be responsible for spearheading these insurance product campaigns in combination with Farmers National Investment Advisors and key bank sales personnel.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Conduct regular client meetings and presentations
Partner with Branch personnel to prospect new clients and service existing clients
Research health insurance products in order to provide sound information to clients as well as to maintain a current and strong knowledge of market conditions/trends
Analyze insurance policies for cost/benefit/risk analysis
Handle incoming client inquiries via phone as well as email
Handle some clerical duties (filing, faxing, etc.) as necessary
Some travel between branch offices and/or client residences can be expected
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
Other duties as assigned
EDUCATION AND/OR EXPERIENCE:
Bachelor's Degree in Business
Must have Life, Accident & Health license
Series 6 securities license preferred (or become licensed within 6 months)
Minimum of one (1) year experience working with insurance related products
Prior experience in a sales environment
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationBachelors of Business Administration (required)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Series 6 License (preferred)
Skills
Insurance Sales (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-31k yearly est. 3d ago
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
PERSONAL BANKER SUPERVISOR, North Hills
Dollar Bank, FSB 4.1
Finance service representative job in Pittsburgh, PA
The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and recommending tailored banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions.
In addition to a comprehensive retail training program that develops consultative sales skills, the Personal Banker Supervisor receives leadership training focused on branch operations. This includes essential procedures for opening and closing the branch, as well as strategies for making informed business decisions that prioritize customer satisfaction and operational efficiency.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of one year demonstrated ability to deliver outstanding customer service while achieving sales goals is required.
* Leadership, supervision, or mentorship experiences required.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Demonstrate a sales and service approach to building customer relationships by offering products and services according to customer needs.
* Develop new customer relationships by greeting customers in the branch, scheduling appointments with leads, and conducting outbound calling efforts.
* Perform teller functions based upon the needs of the branch. Maintain an acceptable balancing record while processing transactions in an accurate and efficient manner.
* Multitasking skills to quickly shift from transaction to transaction.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$30k-35k yearly est. 3d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
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
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in Pittsburgh, PA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
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 financialservices, 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 18d ago
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Jpmorganchase 4.8
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 financialservices, 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 Client Banker - SW Pittsburgh Market - Pittsburgh, PA
JPMC
Finance service representative job in Pittsburgh, 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 financialservices, 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: **************************************************************************
$33k-73k yearly est. Auto-Apply 60d+ ago
Car Wash Associate - Banksville
Mr. Magic Car Wash 3.6
Finance service representative job in Pittsburgh, PA
Now Hiring! Car Wash Associate
Location: Pittsburgh, PA | Part-Time/Full-Time | Competitive Wage + Uncapped Commissions
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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.
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Bring the energy, the smiles, and the attention to detail - and let's make magic happen!
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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.
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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.
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Apply today and be part of a team where caring for customers, teammates, and the community is at the heart of everything we do.
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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
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Qualifications
Education
High school diploma, equivalent certificate, or current enrollment.
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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 11d 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
Private Banker
Northwest Bancorp, Inc. 4.8
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 51d ago
Financial Services Representative - State Farm Agent Team Member
Derek Knepper-State Farm Agent
Finance service representative job in East Liverpool, OH
Job DescriptionBenefits:
Simple IRA
Signing bonus for pre-licensed individuals
License reimbursement
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As FinancialServicesRepresentative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
$27k-48k yearly est. 2d ago
Relationship Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Franklin Park, PA
Primary Office Location:202 Devine Drive. Wexford, Pennsylvania. 15090.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$27k-32k yearly est. 4d ago
Personal Banker I, Lawrenceville
Dollar Bank, FSB 4.1
Finance service representative job in Pittsburgh, PA
The Personal Banker I, plays a vital role in delivering exceptional customer service and fostering strong customer relationships. As the first point of contact, this position is responsible for engaging in meaningful interactions and assisting customers with various banking transactions, including deposits, withdrawals, and loan payments for both retail and business accounts.
A key aspect of this role is conducting consultative conversations to understand customer needs and recommend appropriate banking products and services, such as checking and savings accounts, credit cards, loans, and digital banking solutions. Personal Bankers receive comprehensive training and resources to identify referral opportunities and enhance customer relationships. Participation in a retail training program will provide the necessary skills to confidently offer tailored financial solutions, ensuring a positive and personalized banking experience.
Qualifications:
* High school diploma/GED required.
* College degree or a minimum of six months customer service experience required.
* Must have excellent written and verbal communication skills to include professional grammar and demeanor.
* Ability to travel as needed to training.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Principal Activities and Duties:
* Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
* Demonstrate a consultative sales approach to building customer relationships by offering customers additional products and services (e.g., checking, savings, credit cards, loans, digital banking).
* Effectively utilize customer conversations and through lobby engagement while maintaining the highest level of professional integrity and ethics.
* Contribute to the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$30k-35k yearly est. 3d ago
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Jpmorgan Chase & Co 4.8
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 financialservices, 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
Part Time Associate Banker (30 Hours) Calcutta Branch, East Liverpool, OH
JPMC
Finance service representative job in East Liverpool, OH
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$43k-91k yearly est. Auto-Apply 60d+ ago
Private Banker
Northwest Bank 4.8
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 51d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Ross, PA?
The average finance service representative in Ross, 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 Ross, PA
$37,000
What are the biggest employers of Finance Service Representatives in Ross, PA?
The biggest employers of Finance Service Representatives in Ross, PA are: