Financial Assistant (Public) jobs in Pennsylvania

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Harleysville, PA OTHER
  • Overview

     

    Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

     

    At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

     

    We're hiring an Assistant Financial Center Manager to join our Vernfield Team.

    Responsibilities

    Responsible for assisting the Financial Center Manager in all aspects of leading the sales and service function, management and audit & control for a designated Financial Center.  This position will provide customers with quality sales and service, and has knowledge of and the ability to perform essential duties assigned to the FC staff along with directly supervising assigned employees.  The incumbent will also oversee and ensure that the teller line operates in compliance with the bank’s operational policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.  The incumbent in this position should typically have three or more years of experience in consumer banking.  This position operates under the direct supervision of the Financial Service Center Manager.

     

    BRANCH HOURS:

    • Monday - Wednesday: 8 am to 4 pm
    • Thursday: 8am to 5pm
    • Friday: 8 am to 6 pm
    • Saturday: 9 am to 1 pm

     

    POSITION INCLUDES:

    • Work with the Branch Manager to produce top line revenue growth
    • Motivate and coach staff to work as a team in order to achieve assigned goals
    • Develop and implement effective sales and acquisition strategies
    • Develop working relationships with integrated partners
    • Coach and develop staff with career path and succession planning focus
    • Participate in business development activities with management
    • Perform platform and teller duties when needed
    • Resolve customer challenges
    • Ensure adherence to all bank policies and procedures
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform additional duties as required

    Qualifications

    QUALIFICATIONS:

    • High school diploma/GED or equivalency
    • NMLS registration within regulated guidelines
    • Sales experience with proven results
    • Strong written/verbal/organizational skills
    • Demonstrated independent decision-making skills and effective delegation
    • Demonstrated leadership/supervisory ability
    • Energetic and engaging interpersonal communication skills
    • Previous experience with MS Office Suite
    • A minimum of 2 years of leadership and/or supervisory experience
    • Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines
    • Ability to coach and develop a staff
    • Community/non-profit involvement
    • Neat, professional appearance following established guidelines for appropriate dress
    • Successful completion of the Univest University Leadership Certificate Program and the conflict resolution course within 12 months of hire

     

    Click here for Benefit Information

     

    #Univest

    #LI-Onsite

     

    An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

  • 3 Days Ago

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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Philadelphia, PA OTHER
  • Overview Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderto...
  • 4 Days Ago

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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Warminster, PA OTHER
  • Overview Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderto...
  • 4 Days Ago

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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Lansdale, PA OTHER
  • Overview Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderto...
  • 1 Month Ago

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Accounting Assistant
  • London Financial
  • Kennett, PA FULL_TIME
  • We are looking for a self-motivated, proactive Accounting Admin to join our team! This person must be comfortable working in a fast-paced environment with minimal supervision. Daily responsibilities i...
  • Just Posted

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Underwriting Assistant I
  • AmTrust Financial
  • Philadelphia, PA FULL_TIME
  • Underwriting Assistant I Job Locations US-PA-Philadelphia Requisition ID 2024-16487 Category Underwriting Position Type Regular Full-Time Overview Provides underwriting technical support to renewal un...
  • 24 Days Ago

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Finance Associate - Finance Business Partnership
  • ZS
  • Evanston, IL
  • : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
  • 4/24/2024 12:00:00 AM

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Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 4/24/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Naperville, IL
  • If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
  • 4/22/2024 12:00:00 AM

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Finance Assistant
  • Nonotuck Resource Associates Inc
  • Northampton, MA
  • Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
  • 4/22/2024 12:00:00 AM

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Finance Associate
  • DiD Agency
  • Philadelphia, PA
  • Overview: Company Description We are an advertising agency committed to doing the right thing for our clients, employees...
  • 4/22/2024 12:00:00 AM

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FINANCE ASSISTANT MANAGER
  • Coral Triangle Initiative
  • Fayetteville, AR
  • ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
  • 4/22/2024 12:00:00 AM

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Finance Assistant
  • DataXoom
  • Manchester, NH
  • Are you looking for an opportunity to join a dynamic team in a friendly and supportive work environment? DataXoom is see...
  • 4/22/2024 12:00:00 AM

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Finance Associate
  • LHH
  • Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
  • 4/21/2024 12:00:00 AM

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$49,943 to $64,538

Financial Assistant (Public) in Santa Fe, NM
This report contains an application for financial assistance made by the Applicant for separate representation at a public inquiry.
February 01, 2020
Financial Assistant (Public) in Rochester, NY
If a patient is unable to afford the fee, a Financial Counselor is available to discuss payment options.
February 16, 2020
Financial Assistant (Public) in Cincinnati, OH
Everyone, regardless of ability to pay, can see a provider at one of our facilities, and financial assistance is available for those who need it.
December 05, 2019