Financial Services Associate

3 days ago


Washington, United States PNC Financial Services Group Full time

PNC Financial Services Group is seeking a talented Financial Services Associate to join our team. As a key member of our retail branch organization, you will be responsible for providing exceptional customer service and promoting financial wellness among our clients.

The estimated annual salary for this position is $38,500-$54,750, depending on location and experience. With opportunities for growth and development, you will have the chance to advance your career in a dynamic and inclusive work environment.

Key responsibilities of this role include:

  • Delivering a unique customer experience aimed at improving customer financial wellbeing
  • Processes a variety of customer interactions and educates customers on alternatives available
  • Identifies banking opportunities during customer interactions and refers as appropriate

To succeed in this position, you should possess excellent communication and problem-solving skills, as well as the ability to work effectively in a fast-paced environment. If you are passionate about delivering exceptional customer experiences and have a desire to grow with a leading financial institution, we encourage you to apply.



  • Washington, Pennsylvania, United States PNC Financial Services Group Full time

    Company OverviewPNC Financial Services Group is a leading provider of financial services. We strive to deliver exceptional customer experiences and foster an inclusive workplace culture.Job DescriptionThis role is responsible for providing unique customer experiences, improving customer financial wellbeing, and creating loyalty while increasing share of...


  • Fort Washington, Pennsylvania, United States TruMark Financial Full time

    About the RoleThe Financial Center Associate position is an exciting opportunity to join our dynamic team at TruMark Financial Credit Union. You will be responsible for delivering top-notch service to our members, resolving issues efficiently, and promoting our products and services.


  • Washington, United States Citigroup Inc Full time

    The role of a Financial Services Associate at Citigroup Inc. is to provide exceptional client service and support the delivery of wealth management services to clients in the Washington District Of Columbia area.**Job Responsibilities:**+ Collaborate with Banker teams to deliver tailored financial solutions to clients.+ Assess risk and ensure compliance with...


  • Fort Washington, Pennsylvania, United States TruMark Financial Full time

    At TruMark Financial Credit Union, we are seeking a highly skilled Financial Services Coordinator to join our team. As a Financial Services Coordinator, you will play a critical role in providing exceptional member service and ensuring that our members' financial needs are met.Your primary responsibility will be to respond to member inquiries and resolve...


  • Fort Washington, Pennsylvania, United States ASK Consulting Full time

    About the PositionWe are looking for a highly motivated and experienced Financial Services Associate to join our team at ASK Consulting.This role offers an estimated salary of $23.00 per hour and requires 2-3 years of experience in commercial insurance operations or a related field and a valid P&C Producer License in the state of Pennsylvania.As a Financial...


  • Washington, Washington, D.C., United States Financial Services company Full time

    About the RoleAs a Product Development Lead - Financial Services, you will be responsible for leading our Product Delivery Team to develop new solutions and enhance existing customer-facing applications.You will work closely with functional/technical stakeholders and development team members to analyze customer-facing applications and processes, identify...


  • Fort Washington, Pennsylvania, United States TruMark Financial Full time

    Job Title: Financial Services RepresentativeCompany Overview:TruMark Financial Credit Union is a leading financial institution dedicated to providing exceptional customer service and innovative solutions for its members. As a Financial Services Representative, you will play a vital role in delivering outstanding service and exceeding member...


  • Washington, Washington, D.C., United States Tristate Financial Network Full time

    About the RoleWe're seeking a highly motivated Sales Representative to join our team at Tristate Financial Network. As a representative, you'll work closely with clients to understand their financial goals and provide solutions that meet their needs. The ideal candidate will have strong communication and problem-solving skills, a passion for sales, and a...


  • Washington, United States Citigroup Inc Full time

    About the OpportunityThis is an exciting opportunity to join Citigroup Inc as a Financial Services Associate. In this role, you will be responsible for delivering wealth management services to clients with guidance from the Banker teams.You will also be required to assess risk when business decisions are made, demonstrating particular consideration for the...


  • Washington, Washington, D.C., United States Cheryl Jefferson & Associates LLC Full time

    About Cheryl Jefferson & AssociatesA dynamic CPA firm has an opening for an Accounting Associate role. In this position, you will contribute to our team by performing advanced bookkeeping, reconciliations, G/L account analysis, and special projects. Your responsibilities will impact client satisfaction and efficiency within the firm.Key...


  • Washington, Pennsylvania, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a Retail Banking Associate to join our team. In this role, you will be responsible for delivering exceptional customer experiences, improving customer financial wellbeing, and creating loyalty while increasing share of wallet.Main Responsibilities* Process a variety of customer interactions, including lobby...


  • Washington, Washington, D.C., United States The ABN Financial Group Full time

    About ABN Financial GroupWe are a national organization dedicated to providing comprehensive financial solutions to individuals and families. Our mission is to empower people to achieve financial security and peace of mind through expert guidance and support.Join Our TeamWe are seeking experienced insurance agents to join our team. As a member of our team,...


  • Washington, United States 3R Truck Service Full time

    Job Overview: Our client, a leading provider of financial services, seeks an experienced associate with a strong background in fintech law to join their team. The ideal candidate will have over 3 years of experience in payments and banking law, focusing on regulatory compliance. Estimated Salary: $150,000 - $180,000 per year, depending on location and...


  • Washington, United States Agape Mental Health Services Llc Full time

    We are seeking a skilled Financial Services Transactional Associate to drive our client's growth in the fintech and payment processing spaces. As a key member of our team, you will play a vital role in supporting banks, merchants, and payment processors through strategic partnerships.About the Role:Independently manage transaction components for clientsDraft...


  • Washington, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Washington, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Washington, Washington, D.C., United States Consilio - ELS Direct Hire Division Full time

    About the RoleAs a Financial Services Accountant at Consilio - ELS Direct Hire Division, you will play a critical role in supporting the financial management of our clients. Your responsibilities will include completing daily general accounting functions, providing back-up support for the Financial Services Manager, and maintaining accurate financial...


  • Washington, Washington, D.C., United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning Potential with Symmetry Financial GroupSalary: $50,000 to $100,000+ per year (part-time/full-time agents), $200K to $500K+ per year (Agency Owners)About UsSymmetry Financial Group - Gary Uyemura is a partner of the award-winning Symmetry Financial Group. We protect American families with life insurance, mortgage protection, burial...


  • Washington, Washington, D.C., United States Consilio - ELS Direct Hire Division Full time

    Job Title: Financial Services ProfessionalWe are seeking an experienced Financial Services Professional to join our team at Consilio - ELS Direct Hire Division. As a key member of our accounting department, you will be responsible for performing daily general accounting functions for our office and providing back-up support to the Financial Services...


  • Washington, United States 3R Truck Service Full time

    We are looking for a talented Financial Technology Associate to join our team at 3R Truck Service. As a key member of our Fintech and Financial Services team, this associate will focus on regulatory compliance, working with financial technology pioneers to support their growth and success. This role involves reviewing contracts, counseling companies with...