Financial Assistant (Public) jobs in Philadelphia, PA

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
  • 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 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 Mt. Airy 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 - Thursday: 8 am to 5 pm
    • 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

     

    #INDUF

    #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
  • 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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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...
  • 23 Days Ago

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Financial Assistant
  • IM Wealth Partners
  • Blue Bell, PA FULL_TIME
  • Are you a detail-oriented individual with a passion for finance? Join our team as a Financial Assistant and play a pivotal role in ensuring an exceptional client experience. The perfect candidate will...
  • 18 Days Ago

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Financial Assistant
  • MassMutual Greater Philadelphia
  • Cynwyd, PA FULL_TIME
  • Financial Assistant for Financial Advisor with MassMutual (Bala Cynwyd) Compensation: Hourly with Incentivized Bonus Structure Employment type: Hybrid/Part-Time This is a part time position where the ...
  • 1 Month Ago

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IT Specialist
  • US Office of the Assistant Secretary for...
  • Philadelphia, PA FULL_TIME
  • Duties The U.S Department of Labor (DOL) promotes the welfare of the wage earners, job seekers and retirees of the United States. The Off ice of the Assistant Secretary for Administration and Manageme...
  • 15 Days Ago

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • North Philadelphia, PA
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/23/2024 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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POST-AWARD GRANTS AND CONTRACTS ANALYST
  • Cooper University Health Care
  • Camden, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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Associate Director, Financial Planning & Analysis
  • Organon
  • Plymouth Meeting, PA
  • Job DescriptionThe PositionThe US Market Finance Associate Director will join the US Finance Financial Planning & Analys...
  • 4/22/2024 12:00:00 AM

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Patient Financial Counselor
  • Geisinger
  • Philadelphia, PA
  • Patient Financial Counselor page is loaded Patient Financial Counselor Apply locations Danville, PA time type Full time ...
  • 4/22/2024 12:00:00 AM

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Financial Associate
  • Citadel Frederal Credit Union
  • West Chester, PA
  • Job Description Job Description The associate will assist the Senior Advisor in the new client acquisition process, will...
  • 4/21/2024 12:00:00 AM

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Associate Finance Director
  • Esperanza Health Center
  • Philadelphia, PA
  • Job Description Job Description SUPERVISOR: Finance Director FLSA STATUS: Exempt DEPARTMENT: 100400 SUMMARY: The Associa...
  • 4/20/2024 12:00:00 AM

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Finance Team Leader
  • Saxon Weald
  • Horsham, PA
  • ** Finance Team Leader Horsham** **Job reference:** HOR-FIN-000795 **Location:** Horsham **Closing date:** 09/11/2021 **...
  • 4/19/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$52,846 to $68,289
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago

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