Financial Services Representative

4 weeks ago


Lansdale, Pennsylvania, United States PNC Financial Services Group Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial wellbeing.

Key Responsibilities
  • Acquire and deepen the branch customer base through proactive sales and service activities.
  • Manage the customer experience by identifying opportunities to improve their financial wellbeing and collaborating with ecosystem partners to grow their share of wallet.
  • Drive proactive sales conversations through internal and outbound interactions, leveraging a defined sales process to position PNC solutions and elevate client loyalty.
  • Create customer loyalty and grow customer share of wallet through a differentiated customer experience, performing lobby engagement activities to connect with customers and position PNC products to meet their needs.
  • Apply product and procedural knowledge to identify, mitigate, and solve customer problems effectively to drive customer loyalty.
Requirements
  • 1+ years of related experience in banking or a related field.
  • Strong customer service and sales skills, with the ability to build strong relationships with customers.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Strong communication and problem-solving skills, with the ability to effectively communicate with customers and colleagues.
What We Offer

PNC offers a comprehensive range of benefits to help meet your needs now and in the future, including medical, dental, and vision options, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with PNC match, pension and stock purchase plans, and more.

We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are interested in this opportunity, please submit your application through our website.



  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales and Service Representative to join our Central Support Staff Team at Univest Financial Corporation. As a key member of our team, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and...


  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    OverviewUnivest Financial Corporation is a leading financial institution in the Mid-Atlantic Region, with a rich history dating back to 1876. Our commitment to philanthropy and community development is unparalleled, with a strong focus on giving back to the local community. In 2023, we donated $2.4 million to local nonprofits and our employees volunteered...


  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    Customer Care Specialist IAt Univest Financial Corporation, we're seeking a highly skilled and customer-focused individual to join our Customer Care Center Team as a Customer Care Specialist I. This role is perfect for someone who is passionate about delivering exceptional customer experiences and has a strong desire to learn and grow with our...


  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    Customer Care Specialist IAt Univest Financial Corporation, we're seeking a highly skilled and customer-focused individual to join our Customer Care Center Team as a Customer Care Specialist I. This role is perfect for someone who is passionate about delivering exceptional customer experiences and has a strong desire to learn and grow with our...


  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    OverviewUnivest Financial Corporation, a leading financial institution in the Mid-Atlantic Region, is seeking a highly motivated and customer-focused Sales and Service Representative to join our Lansdale team.As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing...


  • Lansdale, Pennsylvania, United States Portfolio Placements & Resumes, LLC Full time

    Senior Client Service RepresentativeWe are seeking a highly skilled and experienced Senior Client Service Representative to join our team at Portfolio Placements & Resumes, LLC. As a key member of our client service team, you will be responsible for cultivating existing client relationships and providing exceptional service to our clients.Key...


  • Lansdale, Pennsylvania, United States Philadelphia Hand to Shoulder Center Full time

    Job Title: Patient Service RepresentativeWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at the Philadelphia Hand to Shoulder Center. As a Patient Service Representative, you will be responsible for providing exceptional patient care and administrative support to our healthcare team.Key...


  • Lansdale, Pennsylvania, United States Univest Corporation of PA Full time

    OverviewUnivest Financial Corporation, a leading financial institution in the Mid-Atlantic Region, is seeking a highly motivated and customer-focused Sales and Service Representative to join our Central Support Staff Team.ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customersProvide quality customer service and...


  • Lansdale, Pennsylvania, United States Philadelphia Hand to Shoulder Center Full time

    Job Title: Patient Service RepresentativePhiladelphia Hand to Shoulder Center, a Premier Orthopaedics partner, is seeking a highly skilled Patient Service Representative to join our team at our Lansdale, PA therapy office.About the CompanyPremier Orthopaedics is a full-service orthopaedic practice with over 50 specialty locations and over 100 physicians...


  • Lansdale, Pennsylvania, United States Philadelphia Hand to Shoulder Center Full time

    {"title": "Patient Service Representative", "company": "Philadelphia Hand to Shoulder Center", "job_description": "Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at Premier Orthopaedics. As a Patient Service Representative, you will be responsible for providing exceptional patient care and...


  • Lansdale, Pennsylvania, United States Philadelphia Hand to Shoulder Center Full time

    {"title": "Patient Service Representative", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Patient Service Representative to join our team at the Philadelphia Hand to Shoulder Center. As a key member of our front office staff, you will be responsible for providing exceptional patient care and ensuring a smooth and efficient...


  • Lansdale, Pennsylvania, United States Regional Women's Health Group Full time

    Job Title: Patient Service RepresentativeJob Summary:Axia Women's Health is seeking a Patient Service Representative to join our team in Lansdale & Blue Bell, PA. As a key member of our practice operations team, you will be responsible for providing exceptional patient care and support to our patients and medical staff.Key Responsibilities:Greet patients and...


  • Lansdale, Pennsylvania, United States Regional Women's Health Group Full time

    Job SummaryAxia Women's Health is seeking a highly organized and detail-oriented Patient Service Representative to join our team. As a key member of our practice operations, you will be responsible for providing exceptional patient care and support to our patients and medical staff.Key ResponsibilitiesGreet patients and visitors, and assist and direct them...


  • Lansdale, Pennsylvania, United States Univest Financial Corporation Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our Customer Care Center Team as a Customer Care Specialist I. This role is responsible for providing exceptional customer service and support to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesDevelop Product Knowledge: Develop a thorough...


  • Lansdale, Pennsylvania, United States Regional Women's Health Group Full time

    Job SummaryAxia Women's Health is seeking a highly organized and customer-focused Patient Service Representative to join our team. As a key member of our practice operations team, you will be responsible for providing exceptional patient care and support to our patients and medical staff.Key ResponsibilitiesGreet patients and visitors, and assist and direct...


  • Lansdale, Pennsylvania, United States Pediatrix Full time

    OverviewUnivest Financial Corporation is a leading financial institution with a rich history dating back to 1876. With approximately $7.9 billion in assets and $5.0 billion in assets under management, we provide a full-range of financial solutions for individuals, businesses, municipalities, and nonprofit organizations in the Mid-Atlantic Region.We are...


  • Lansdale, Pennsylvania, United States Donnelly's Home Comfort Specialists Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Donnelly's Home Comfort Specialists.Job Summary:The Customer Service Representative will be responsible for converting incoming customer calls into booked service appointments, escalating customer complaints as...

  • Sales Representative

    3 weeks ago


    Lansdale, Pennsylvania, United States Schneider Full time

    Job Title: Floating Sales & Service Representative Job Summary: We are seeking a highly motivated and customer-focused Floating Sales & Service Representative to join our team. As a key member of our Central Support Staff, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing...


  • Lansdale, Pennsylvania, United States Grand View Hospital Full time

    Job Title: Patient Service RepresentativeGrand View Health is seeking a highly skilled and dedicated Patient Service Representative to join our Endocrinology Practice team. As a valued member of our team, you will play a crucial role in providing exceptional patient care and support.Responsibilities:Coordinate patient arrivals and departures, ensuring a...


  • Lansdale, Pennsylvania, United States Univest Corporation of PA Full time

    About the Role:Univest Corporation of PA is seeking a highly motivated and customer-focused Sales and Service Representative to join our team. As a Sales and Service Representative, you will be responsible for developing and maintaining personal banking relationships with new and existing customers, providing quality customer service, and guiding customers...