Financial Service Coordinator
3 weeks ago
American Heritage Credit Union is a leading financial institution seeking talented individuals to join its Contact Center team as Part-Time PAT Member Service Representatives. In this role, you will engage with members, perform transactions, and provide top-notch service.
Responsibilities
Assist members with routine transactions, such as deposits, withdrawals, and transfers, via the PTM/ITM system. Identify opportunities to enhance member relationships and suggest suitable products and services. Utilize the ACS system to analyze member inquiries and provide effective solutions.
Compensation and Benefits
We offer an attractive hourly rate, ranging from $15 to $18 per hour, based on experience. Our comprehensive benefits package includes a 401(k) with a generous company match, as well as a positive and inclusive work environment. Apply now to become a valuable member of our team
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Financial Services Liaison Opportunity
2 days ago
Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeCitizens Financial Group, Inc. is a leading provider of financial services, and we are seeking a talented Investment Assistant II to join our Wealth Management team. In this role, you will have the opportunity to work closely with our Financial Advisors to provide exceptional client service and support the growth of our business.The Investment Assistant II...
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Financial Services Coordinator
4 weeks ago
Philadelphia, Pennsylvania, United States UMortgage Full timeMortgage Operations AssociateEstimated salary: $50,000 - $70,000 per year.We are seeking a highly motivated and organized Mortgage Operations Associate to join our team at UMortgage. In this role, you will be responsible for supporting the Mortgage Operations team in managing the entire loan process from start to finish, working closely with Loan...
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Bookkeeping and Financial Services Coordinator
4 weeks ago
Philadelphia, Pennsylvania, United States THRV Capital Inc. dba CounselFi Full timeAbout Our CompanyAt THRV Capital Inc. dba CounselFi, we're passionate about delivering exceptional accounting services to our clients. As a Bookkeeping and Financial Services Coordinator, you'll play a critical role in managing the daily bookkeeping functions for a portfolio of 20 to 30 small business clients.Job SummaryThis is a dynamic opportunity to join...
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Financial Services Representative
4 days ago
Philadelphia, Pennsylvania, United States First Financial Bank Full timeCompany Overview: First Financial Bank is a leading financial institution dedicated to providing exceptional banking services to individuals and businesses. Our commitment to innovation, customer satisfaction, and community involvement sets us apart in the industry.Job Description: We are seeking an experienced Cash Office Banker to join our team. As a key...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeJoin Our TeamWe are seeking a skilled Financial Services Professional to join our team at PNC Financial Services Group. As a key member of our Retail Branch organization, you will be responsible for providing exceptional customer service and support to our clients in the Philadelphia, PA area.Main Responsibilities:Develop and maintain relationships with...
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Financial Services Coordinator
1 day ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob OverviewCitizens Securities, Inc. is a leading provider of investment services, committed to helping clients achieve their financial goals.In this role, you will work closely with Financial Advisors to maximize revenue production by serving as the primary liaison between operations and internal departments.
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Experienced Financial Services Expert
4 days ago
Philadelphia, Pennsylvania, United States Prudential Financial Full time**A Career Opportunity Awaits**We are seeking an experienced financial advisor to join our team in the greater Philadelphia area. This exciting position offers the opportunity to grow your career and business, helping clients who rely on Prudential for financial solutions.
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Financial Services Associate
4 days ago
Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeAbout UsCitizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their financial goals.Job DescriptionWe are seeking a detail-oriented Investment Assistant II to support our team in providing exceptional client service and driving business growth.Key ResponsibilitiesAssist with investment operations and...
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Financial Services Coordinator
3 days ago
Philadelphia, Pennsylvania, United States Glenmede Trust Co Full timeOverviewGlenmede Trust Co is a leading provider of financial services, offering a unique blend of expertise and innovation to its clients. With a rich history spanning over 65 years, the company has established itself as a trusted partner for private wealth, endowment & foundation, and investment management clients.The company's commitment to excellence is...
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Financial Services Liaison Specialist
1 day ago
Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full timeCitizens Financial Group, Inc. is seeking a skilled Investment Assistant II to support our team of Financial Advisors. In this role, you'll work closely with our advisors to maximize revenue production by providing exceptional client service and facilitating smooth communication between operations and internal departments.Your key responsibilities will...
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Financial Services Representative
16 hours ago
Philadelphia, Pennsylvania, United States Univest Financial Corporation Full timeResponsibilitiesThe successful candidate will be responsible for serving our customers from the teller line by completing a variety of financial transactions following technical and operational guidelines. This includes:Performing all teller transactions promptly, efficiently, and accuratelyAdhering to all procedures including operational guidelines, teller...
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Financial Services Coordinator
3 weeks ago
Philadelphia, Pennsylvania, United States Partnership Employment Full timeAbout Partnership EmploymentWe strive to deliver high standards of financial integrity and organizational impact in our work at Partnership Employment.This role is a key component in ensuring seamless operations and providing exceptional service to stakeholders.Key ResponsibilitiesTuition Billing and Collection: Ensure accurate and timely payment processing,...
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Financial Services Coordinator
2 days ago
Philadelphia, Pennsylvania, United States Charles Berrouet - State Farm Agent Full timeWe are seeking a skilled and experienced professional to join our team as an Insurance Account Representative. In this role, you will be responsible for developing and implementing effective strategies to drive growth and success, while delivering exceptional service and support to our clients.Benefits and Opportunities:Competitive compensation and bonuses...
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Project Financial Coordinator
3 weeks ago
Philadelphia, Pennsylvania, United States Environmental Construction Services Full timeJob DescriptionWe are looking for a highly organized and detail-focused Project Financial Coordinator to join our team at Environmental Construction Services. As a key member of our accounting department, you will be responsible for assisting with the month-end financial close, preparing bank deposits, and supporting accounts payable.RequirementsBachelor's...
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Financial Services Associate
1 day ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeJob ResponsibilitiesDeliver Exceptional Customer Experience: Focus on improving customer financial well-being and creating loyalty by processing various customer interactions, educating customers on alternatives, and identifying banking opportunities.Lobby Engagement Activities: Engage with customers to connect them with PNC products that meet their needs,...
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Financial Coordinator
3 weeks ago
Philadelphia, Pennsylvania, United States Archdiocese of Philadelphia Full timeWe are looking for a highly organized and detail-oriented Financial Coordinator to support our day-to-day operations. This full-time position comes with an estimated annual salary of $52,000.Your primary responsibilities will include managing accounts receivable and payable, preparing purchase orders, and answering phones and doors. You will also assist with...
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University Financial Coordinator
6 days ago
Philadelphia, Pennsylvania, United States Temple University Full timeJob Description: Temple University's Klein College of Media & Communications is seeking a qualified Finance Coordinator to manage various financial functions. This role will report to the Director of Finance and Strategic Initiatives and be responsible for monitoring financial transactions, reviewing adherence to procedures, and managing fund balances.Key...
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Financial Operations Coordinator
3 weeks ago
Philadelphia, Pennsylvania, United States Destinationone Consulting Full timeWe are seeking a highly skilled Financial Operations Coordinator to join our team at Destinationone Consulting. As a Billing Specialist, you will be responsible for managing client billing processes, ensuring accurate invoicing, and maintaining financial records. This role requires close collaboration with the finance and legal teams to resolve billing...
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Financial Coordinator Specialist
6 days ago
Philadelphia, Pennsylvania, United States The University of Pennsylvania Full timeFinancial Coordinator SpecialistThe Abramson Cancer Center at the University of Pennsylvania is looking for a highly skilled Financial Coordinator Specialist to join its team. The successful candidate will be responsible for providing financial administrative support to the ACC Senior Finance Manager, from research study initiation through closure.Key...
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Financial Coordinator
2 days ago
Philadelphia, Pennsylvania, United States Asociacion Puertorriquenos En Marcha Inc Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Financial Coordinator to join our team at Asociacion Puertorriquenos En Marcha Inc.The successful candidate will be responsible for managing and assisting in all accounts receivable activities, ensuring proper recording of expenses, prompt vendor payments, and resolution of payment issues. This...