Telephone Financial Consultant
$15 - $27.76 per hourS&T Bank
Location 2416 Philadelphia Street, Indiana, Pa 15701 Hours Monday-Friday 7:00 a.m. - 7:00 p.m.; Saturday 8:00 a.m. - 3:00 p.m.; Sunday 10:00 a.m. - 3:00 p.m. (Additional hours as necessary to meet the objectives of the department) Function Assumes responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner. Supports Branch Network to allow focus on In-Branch customers. Duties and Responsibilities Assumes responsibility for ensuring the satisfactory handling of internal or customer related telephone inquiries or service-related problems by performing the following functions: Promptly responding to customer/internal inquiries in a courteous and professional manner to ensure complete customer satisfaction. Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties. Providing professional written correspondence to customers when necessary. Answers incoming customer service calls to include but are not limited to: Inquiries regarding deposit and loan accounts Account maintenance requests, including but not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments Closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion, and removing VAU Online banking and mobile banking inquiries, including but not limited to: enrolling new users, registering computers, unlocking accounts, online statements, and BillPay issues as well as assistance with BillPay limit increases. TFC’s should be familiar with all eligible cell phone and tablet types. Utilizing Financial Intelligence Group standards to detect suspicious callers and activity in order to combat fraud and minimize bank losses. Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer. Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions. Uses appropriate Customer Service/Sales/Correspondence Software to streamline process and improve efficiency. Makes infrequent outbound telemarketing calls. Refers customers with opening a deposit and/or loan account over the telephone to a Personal Banker. Recognizes opportunities to identify and meet needs resulting in new accounts and leads. Assists Manager/Solution Center Service with facilitating operational procedures to staff. Assists and encourages the sales process within the Solution Center Service. Assists in training new departmental employees. Demonstrates a strong ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization. May act as shift lead during evening and weekend hours of operation. Assumes additional duties as required. Education Requires a high school diploma or equivalent basic academic education. Experience Requires one to two years general business experience. Up front training enables position to be hired with up to one year experience. Physical Demands Operates a keypad device: 99% of the day. Maximum lift is ½ pound several times per day. Requires the use of manual dexterity skills for typing on a frequent basis, up to 60% of the business day. Possess the ability to focus visually at a close distance of 18-20 for a period of up to 60% of the business day. Equal Opportunity Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c). S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information or any other protected characteristic. S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at: Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io. Salary Range $15.00 - $27.76 #J-18808-Ljbffr S&T Bank
$20 - $31 per hour
...Financial Consultant Associate We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative... .... Responsibilities Answering general queries by telephone, email or in person Organize and accurately maintains...TelephoneWork experience placementWork at office$20 - $31 per hour
...the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... .... Overview We are seeking a Financial Consultant Associate. The Financial Consultant... ...Responsibilities Answering general queries by telephone, email or in person Organize and...TelephoneWork experience placementWork at office$50k - $55k
...communities. JOB DESCRIPTION Summary/Objective: The Financial Aid Associate is a student-centered role focused on providing... ...Essential Functions: Maintain a heavy volume of financial aid telephone calls and respond to email communications. Counsel students...TelephoneFull timePart timeWork at officeLocal areaImmediate startMonday to FridayFlexible hours- ...primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for...TelephoneRemote workWork from home
$60k - $100k
...employees' growth and success. As a leading global financial services company at the heart of the global financial... ...work clients over time as their needs change. Client consultations primarily are conducted via telephone. In-person and video calls are conducted when...TelephoneTemporary workWork at officeWorldwideFlexible hours$21.5 - $28 per hour
Responsibilities The Financial Counselor for PraireCare Programs in Minnesota is responsible for providing patients/guarantors with a... ...with patients/guarantors on gathering insurance information by telephone and/or face to face when prior information gathered is not correct...TelephoneWork at officeLocal areaRemote work- ...Caribbean-American communities that had been excluded from mainstream financial services. More than 65 years later, we remain dedicated to... ...appointments and perform on-site visits or perform outbound telephone calls to community members/businesses to discuss financial...Telephone3 days per week1 day per week
$24 - $27 per hour
...Diego, CA and Albuquerque, NM Division: Military Reports to: Financial Aid Advising Manager Status: Non-exempt Employment Type:... ...and other policies, and procedures. Provide information on the telephone, video calls and through electronic chat, to students, prospective...TelephoneHourly payFull timeTemporary workWork at officeLocal areaRemote workWork from homeRelocationMonday to FridayFlexible hoursAfternoon shift- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...TelephoneHourly payWork experience placementImmediate start
$27.59 - $45.98 per hour
...develop new banking relationships through a consultative sales approach in some branches.... ...prioritization skills Demonstrated financial services product knowledge Ability to... ...work environment Ability to use fax, telephone system, copier and other communication...TelephoneHourly pay- Job Summary Provides financial counseling either in person or via telephone for all patients for designated areas; admissions-scheduled and/or elective, in... ...Management teams and departments including Practice Consultants, Utilization Management and Care Management,...TelephoneTemporary workWork experience placementLocal areaMonday to FridayFlexible hours
$21.23 - $26.51 per hour
...to join one of the most highly regarded financial institutions in New Jersey with deep... ...opening accounts, cross selling, tele-consulting, developing relationships, servicing accounts... ...volumes Handle customer inquiries by telephone Provides access to safe deposit boxes...TelephoneFull timeWork at officeFlexible hours$18.41 - $23.03 per hour
...to join one of the most highly regarded financial institutions in New Jersey with deep... ...opening accounts, cross‑selling, tele‑consulting, developing relationships through a book... ...volumes Handles customer inquiries by telephone Provides access to safe deposit boxes Minimum...TelephoneFull timeWork at officeLocal areaFlexible hours$17 - $29.75 per hour
...providing insight, advice, and personalized financial solutions for their clients.... ...and prospective client relationships Consults with clients/prospective clients over the... ...techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house...TelephoneFull timeImmediate start$23 per hour
...responsibilities include: Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing... ...that arise during the course of business. Attends to all telephone inquiries and transactions for customers. All other duties as...TelephoneLocal area$27.59 - $45.98 per hour
...develop new banking relationships through a consultative sales approach in some branches.*... ...and prioritization skillsDemonstrated financial services product knowledgeAbility to communicate... ...work environmentAbility to use fax, telephone system, copier and other communication...TelephoneHourly pay$85k - $105k
...OBJECTIVE Fresh is seeking a Senior Financial Analyst to join our Operations Finance... ...stoop, kneel, and operate a computer, telephone, and keyboard Qualifications Additional... ...Health Support Free professional consultation, referrals and counseling through the...TelephoneSummer workLocal areaFlexible hours- ...customers and employees • Mathematical skills • Strong communication & organizational skills • Detail oriented, high degree of accuracy • Competence with computers, telephone, calculator • Ability to work in a fast-paced environment & under pressure as neededTelephoneFull timePart time
$65k - $85k
...We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal... ...life changes and changing financial needs Conduct financial consultations with clients to assist them in defining their financial objectives...Telephone- Finance Associate The Finance Associate will play a critical support role for our team, gaining hands-on experience in political, nonprofit fundraising and donor relations. This position is ideal for someone who thrives in a fast-paced environment and is eager to learn...TelephoneWeekend workAfternoon shift
$300k
...Senior Financial Advisor Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso...TelephoneAfternoon shift- ...with safer choices and risk‑reduction strategies. Dispatch security officers, facilities, and on‑site EMS personnel as required via telephone and/or radio during security or medical incidents. Responsible for answering routine and emergency calls, which may include...TelephoneFull timeWorldwideShift work
- ...About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through... ...long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design personalized...Flexible hours
- ...Bennie is seeking a Financial Consulting Analyst to support its consulting delivery team and enhance customer satisfaction. This fully remote role requires expertise in Microsoft Excel and relevant experience in the benefits consulting industry. The ideal candidate will...Remote workFlexible hours
- ...WealthBridge Financial Group, located in Oklahoma, is seeking a results-oriented Financial Consultant. This role involves engaging clients to understand their financial objectives and providing tailored advice and strategies, leveraging financial expertise for solutions...
- ...portfolio valuations. Responsibilities: Daily functions include managing the fund administrator and doing a high-level review of the financial statements & footnotes, capital calls & distributions, partner allocations & waterfall schedules Help the investment team...TelephoneWork at office3 days per week
$6,500 per month
Jack For New York: Senior Finance Associate Location: New York City, NY, 10001 Salary: $6,500 (Monthly) Healthcare: Employer-sponsored health insurance offered Company: Jack for New York Department: Finance Employment Type: Campaign Contact: hello@...TelephoneFull timeImmediate start- ...Representative to provide information on credit union products and assist members with loan applications. This role involves analyzing financial information to support loan decisions and promote credit union services. The ideal candidate will have excellent communication...Telephone
$70.3k - $90k
...requirements. Ability to interpret credit memos, approval conditions, financial covenants, and legal documents. High accuracy and... ...office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described...TelephoneWork at officeLocal area- ## Financial Consultant - Greenville, DEApplylocations: Greenville, DEtime type: Full timeposted on: Posted Todayjob requisition id: 2129889## ## Job Description:**Financial Consultant**If you no longer want to spend your time on sourcing new clients and would rather have...Work at office
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