Financial Services Professional
3 weeks ago
We 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 clients, identifying and addressing their financial needs and preferences.
- Maintain a thorough understanding of PNC's products and services, as well as industry trends and best practices.
- Collaborate with branch staff to achieve sales goals and promote cross-selling opportunities.
- Bachelor's degree or equivalent experience preferred.
- Minimum 1-2 years of experience in customer-facing roles, preferably in the financial services industry.
- Excellent communication, problem-solving, and interpersonal skills.
We offer a competitive salary of $50,000 - $70,000 per year, depending on experience, plus a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) matching, and paid time off.
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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 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 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 Professional Opportunity
3 weeks ago
Philadelphia, Pennsylvania, United States Global Financial Impact - Shannon Hunter Full timeCompany OverviewGlobal Financial Impact, a leading provider of financial services, is seeking highly motivated and competent individuals to join our team as Financial Professionals. Our company offers a unique opportunity for individuals to develop their skills and build a successful career in the financial industry.Estimated Salary Range: $36,000 - $125,000...
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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 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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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 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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Philadelphia, Pennsylvania, United States Equitable Holdings, Inc. Full timeCompany Overview">Equitable Holdings, Inc. is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial objectives.">Job Description:">We are seeking a talented Financial Professional to join our team. This individual will play a critical role in providing expert financial guidance to our clients,...
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Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States Glenmede Trust Co Full timeCompany OverviewGlenmede Trust Co is a leading financial services organization dedicated to empowering clients' financial futures. With over 65 years of experience, we have established ourselves as a trusted partner for private wealth, endowment, and foundation management clients.About the RoleWe are seeking an experienced Relationship Management Services...
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Philadelphia, Pennsylvania, United States Esperanza Health Center Full time**About the Role:**We are seeking an experienced Accounting and Financial Services Professional to join our team at Esperanza Health Center. The ideal candidate will have a strong background in accounting, preferably in a non-profit organization or similar environment.Main Responsibilities:Perform various financial tasks, including general accounting,...
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Lead Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeAbout the RoleThis is an exciting opportunity for a skilled Financial Services Manager to join our dynamic team at American Heritage Credit Union. As a key member of our leadership team, you will be responsible for overseeing branch operations, managing staff, and ensuring seamless execution of daily tasks.Key responsibilities include:Providing guidance and...
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Financial Services Professional
24 hours ago
Philadelphia, Pennsylvania, United States Disability Solutions Full timeCompany OverviewWe are Disability Solutions, a leading provider of innovative solutions for individuals with disabilities. Our mission is to empower people to live independently and achieve their full potential.SalaryThe hourly rate for this position is $18.89 - $29.86. As part of our Total Rewards program, we offer a comprehensive benefits package to those...
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Financial Services Professional
5 days ago
Philadelphia, Pennsylvania, United States Citizens Full timeOverviewCitizens is a customer-centric organization dedicated to providing exceptional financial services and contributing to the betterment of local communities.Salary InformationThe salary for this position ranges from $18.70 to $24.82 per hour.Job DescriptionThis role involves interacting with customers in our lobbies, demonstrating technology usage, and...
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Junior Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States MassMutual Eastern PA Full timeKey ResponsibilitiesThe successful candidate will assist senior advisors in managing client relationships, including responding to client inquiries and providing excellent customer service. They will also help prepare and develop comprehensive financial plans tailored to clients' needs and goals. In addition, they will analyze financial data and client...
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Financial Solutions Expert
16 hours ago
Philadelphia, Pennsylvania, United States Univest Financial Corporation Full timeUnivest Financial Corporation is committed to hiring talented individuals who share our values of integrity, teamwork, and innovation. As a Sales and Service Representative, you will play a vital role in driving sales growth and delivering exceptional customer service.The ideal candidate will have excellent communication and interpersonal skills, with the...
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Senior Financial Services Professional
3 weeks ago
Philadelphia, Pennsylvania, United States Wealth Enhancement Group Full timeAbout Our TeamWe are a dynamic team at Wealth Enhancement Group, passionate about delivering exceptional service and support to our clients. We are looking for a skilled and experienced Sr. Client Service Associate to join our team and contribute to our mission of enriching the lives of our clients.Job DescriptionIn this key role, you will be responsible for...
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Financial Planning Consultant
4 days ago
Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full timeAt Tristate Financial Advisors, we offer a unique opportunity to revolutionize the way people manage their finances. As a Financial Advisor/Wealth Manager, you will be responsible for assessing clients' financial needs and developing customized plans to address their goals.The ideal candidate will possess excellent communication skills, a strong work ethic,...
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Financial Services Manager
3 weeks ago
Philadelphia, Pennsylvania, United States Ryabyy Region - Modern Woodmen of America Full timeAbout Ryabyy Region - Modern Woodmen of AmericaRyabyy Region is part of Modern Woodmen of America, a member-owned fraternal financial services organization with over 700,000 members. Our team focuses on building successful teams in the financial services industry, with a strong background in leadership and management.About the RoleThis role is an excellent...
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Customer Service Representative
24 hours ago
Philadelphia, Pennsylvania, United States PNC Financial Services Group Full timeCompany OverviewPNC Financial Services Group is a leading financial institution committed to delivering exceptional customer experiences. We prioritize building long-term relationships with our customers, fostering an inclusive and accessible work environment.