Top 406 Client processing associate Jobs in Philadelphia, Pa

Financial Center Relationship Specialist
Fulton Bank —Wynnewood, PA
- $22.16 - $36.92 an hour
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Sales Associate/Front Desk
Orangetheory Fitness —Conshohocken, PA
- From $12 an hour
- Part-time
- Microsoft Excel
- Computer literacy
- High school diploma or GED
- Paid training
- Employee discount
Quick Apply
Front Desk Associate
PA Pain and Rehab —Philadelphia, PA
- Email
- Inventory management
- Writing skills
- Outpatient experience
- 401(k)
- Paid time off
Billing Associate - Entry Level
KML Law Group P C —Philadelphia, PA
- Full-time
- Remote
- Office
- Microsoft Office
- High school diploma or GED
1d
Intake Clerk
JFK Behavioral Health Center —Philadelphia, PA
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
10d
Sales Associate II
Coach —Philadelphia, PA
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
1d
Scentologist | Sales Associate
Olfactory NYC —Philadelphia, PA
- $17 - $30 an hour
- Bilingual
- Communication skills
- Entry level
- Health insurance
- Employee discount
Data Center Technician - Overnight
Netrality Data Centers —Philadelphia, PA
- Overnight shift
- Mid-level
- High school diploma or GED
- Organizational skills
- Paid parental leave
- AD&D insurance
2d
Client Services Associate
Association Headquarters —Mount Laurel, NJ
- $23 - $25 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
2d
Client Service Associate
Gallagher —Media, PA
- Full-time
- High school diploma or GED
- 1 year
- Associate's degree
- Paid parental leave
- Health savings account
8d
Retail Associate - King of Prussia
Aritzia —King of Prussia, PA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Store Associate
SHOE DEPT. ENCORE —Springfield, PA
- Part-time
- Merchandising
- Entry level
Quick Apply
Sales Associate (Full-Time) - Suburban Square
ALO —Ardmore, PA
- Weekends as needed
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Health insurance
- Dental insurance
Quick Apply
3d
Registered Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $33,113 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $32,900 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
11d
PWM Registered Client Service Associate
Morgan Stanley —West Conshohocken, PA
- Full-time
- Writing skills
- Mid-level
- Office
Product Solutions-Healthcare Payments-Associate
JPMorganChase —Philadelphia, PA
- Full-time
- Microsoft Excel
- Data analysis skills
- Mid-level
- Health insurance
- Tuition reimbursement
2d
Banking Associate - Media PA (Full Time)
TD Bank —Media, PA
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
2d
Patient Services Specialist
Cencora —Conshohocken, PA
- $43,700 - $62,480 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Research
- Paid parental leave
- Health insurance
Store Associate
SHOE DEPT. —Woodbury, NJ
- From $15.92 an hour
- Part-time
- Merchandising
- Entry level
Quick Apply

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Financial Center Relationship Specialist

Fulton Bank -
Wynnewood, PA

Apply Now

Job Details

Full-time
$22.16 - $36.92 an hour

Benefits

Wellness program
Health savings account
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

High school diploma or GED
Consultative selling

Full Job Description

Value Proposition:

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview:

This is a full-time career opportunity (approximately 40 hours per week) based out of our Wynnewood, PA financial center in Montgomery County. Must be available to be scheduled around branch operation hours (no Sundays).

As a Financial Center Relationship Specialist, incumbents will serve as versatile banking professionals, responsible for delivering a wide range of banking services to both individual customers and small business clients. Incumbents will act as dedicated points of contact for small business clients, providing tailored financial solutions and exceptional service to support the client's growth and success. In addition to the Small Business focus, this role will be an active part of the Financial Center Performance, delivering an unparalleled customer experience to all customers, from service to sales, focusing on a seamless one-stop experience for all their financial needs.

Responsibilities:

Manage a portfolio of small business customers, serving as their primary point of contact for all banking needs. Build strong relationships with clients to understand their business objectives. This will include having needs-based conversations to identify and provide tailored recommendations for banking products and services that support their growth strategy. Identify opportunities to deepen relationships (cross-sell) and expand the banks small business client base through prospecting, networking and leveraging leads and referrals.
Drive proactive sales conversations through various channels, both internal and outbound. This involves engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby. Use digital tools to proactively demonstrate digital solutions to customers. Identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
Utilize the CRM (Customer Relationship Management) system to actively promote a variety of banking solutions to enhance the overall service experience for customers. Maintain proficiency in deposit accounts, consumer and small business lending opportunities, credit cards, investment options, and promoting digital solutions. Provide customers with a one stop experience regarding all their financial needs by focusing on customer-centric conversations to deepen relationships and become their trusted advisor.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
Recognize the demands of this role may vary based on Financial Center traffic and customer needs. Demonstrate adaptability and flexibility in allocating time across different tasks such as engaging in proactive sales conversations, working in the Distributed Work Model, or processing transactions, all while delivering customer satisfaction with every interaction.

Additional Responsibilities

Provide transactional support for customers on an as needed basis.

Qualifications:

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Associate Degree or the equivalent experience. Specialty: Business or other related. (Preferred)

Experience

3 or more years demonstrated sales experience. (Required)

3 or more years customer service experience. (Required)

2 or more years prior banking experience (preferably to include Small Business). (Preferred)

Certifications

Notary Public. (Potentially)

Knowledge, Skills, and Abilities

Pro-active and result oriented (drive for more) (Required)
Highly collaborative (with partners, manager and Financial Center teams) (Required)
Excellent communication skills and ability to have needs-based conversations (Required)
Desire to serve as a sales/service expert serving Small Business clients in the Financial Center (Required)

Other Duties as Assigned by Manager:

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency: To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location. The hourly rate for this position is $22.16 - $36.92. Benefits:

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS:

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement: Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Apply Now

Refine Your Search

client processing associate jobs in philadelphia, pa

Financial Center Relationship Specialist

Sales Associate/Front Desk

Front Desk Associate

Billing Associate - Entry Level

Intake Clerk

Sales Associate II

Scentologist | Sales Associate

Data Center Technician - Overnight

Client Services Associate

Client Service Associate

Retail Associate - King of Prussia

Store Associate

Sales Associate (Full-Time) - Suburban Square

Registered Client Service Associate

Client Service Associate

PWM Registered Client Service Associate

Product Solutions-Healthcare Payments-Associate

Banking Associate - Media PA (Full Time)

Patient Services Specialist

Store Associate

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