Financial Specialist jobs in United States, Pennsylvania, Pittsburgh

Job Description:

Job Description:

Responsible for the day-to-day execution of field examinations. Generally responsible for completing all of the most complex tasks and analyses. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution.

Job Responsibilities:

• Responsible for day-to-day execution of Exam/Audit Procedures based on generally accepted Exam/Audit principles and practices.

• Identifies and resolves problems in a timely fashion according to established guidelines.

• Assess exam status in a timely manner.

• Communicate exam status to all relevant parties on a timely basis.

• Responsible for completing Exam Reports in a deadline driven environment.

• Must be willing to travel.

Required Qualifications:

• 2+ years of experience in a Public Accounting, Auditing, Finance or Banking Industry.

• Intermediate Accounting or Advanced Accounting skills.

• 2+ years of Financial statement Auditing Experience or ABL Auditing Experience.

• Advanced Excel, Word, and Outlook.

• Ability to identify and solve problems.

• Ability to deliver an effective argument and professionally present to Clients and Team Members.

• Must be able to document accurate audit trails and audit results.

• Ability to write a concise, comprehensive, and grammatically correct report.

• Ability to document accurate audit trails in a concise and comprehensive manner.

• Must hold valid driver license.

Desired Qualifications:

• Bachelor of Arts or Bachelor of Science Degree.

Skills:

• Data Collection and Entry
• Data and Trend Analysis
• Price Verification and Valuation
• Research Analysis
• Analytical Thinking
• Collateral Management
• Issue Management
• Policies, Procedures, and Guidelines Management
• Negotiation
• Research
• Risk Management
• Valuation Ethics and Practice Standards
• Vendor Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills:

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Required Qualifications:

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

High School Diploma / GED / Secondary School or equivalent

People Partner, Malaysia

As People Partner, you are responsible for delivering professional guidance to guidance and expert advice to People Leader Partners, People Leaders and PPS on HR related topics, ensuring compliance with local labor laws and organizational policies. In the role you will focus on delivering consistent and high-quality HR service and you act as a key driver of employee and labor relations strategies, contributing to organizational stability and a positive employee experience.

You are responsible for:

• Interacts as People function representative with the Country LT and relevant external institutions, audits while ensuring related internal and external communications.
• Ensure country organization is operating in line with evolving local labor law requirements, develop and lead nationalization programs. Monitor and ensure adherence.
• Ensure legally required benefits and Health and Well-being initiatives are provided
• Within the Country Leadership: Execute on relevant Crisis Management Team decisions related to People matters in the respective country
• Advise and execute on M&A, Divestments, shifts to Partners and reorganizations impacted local team

Employee Relations:

• Acts as the primary advisor for People leaders on complex and high-risk employee relations matters, ensuring outcomes align with organizational goals, legal compliance, and employee well-being
• Advising Country Leaders on People Strategies and response related to employee issues, during period of crisis or transformation
• Deliver professional guidance to People Leaders and/or People Lead Partners on transformations (footprint/restructuring) from local/legal perspective and is responsible for the local execution
• Act as a subject matter expert in local labor law application and compliance, advising People Leaders on hosted headcount and cross-border employment issue based on international mobility advice.
• Provide professional advice on performance improvement plans (PIP) ensuring adherence to local policies and best practices
• Oversees and manage absence and sick leave cases, collaborating with People Leaders to ensure compliance with legal and organizational requirements. If required engage with authorities on sick leave related cases.
• Handle disciplinary and grievance cases, ensuring accurate documentation and timely resolution with fairness and consistency
• Conduct and support GDP investigations
• Address and provide advisory support on rewards-related questions ensuring alignment with local guidelines and internal equity

Labor Relations:

• May be Subject Matter Expert in specific labor relations domains in compliance with local labor laws
• Ensure consistent application of HR and labor relations policies and practices across the organization.
• Monitor adherence to local labor laws, escalating potential risks to appropriate stakeholders.
• Drives standardization in the execution of People Function policies and processes, ensuring consistent application and compliance across the country to enhance efficiency and effectiveness.
• Act as a coach and thought partner to People Lead Partners, sharing expertise in employee and labor relations. May act as 'Primus inter Pares' in the team.
• Your scope may change over time, depending on business needs.

Requirements:

• Min 8 years of HR experience in employee relations, labor relations and country-level HR Leadership, preferably in multinational or highly regulated environment
• Deep expertise in local labor law and employment regulations, with the ability to advise senior leadership on legal compliance and workforce transformation.
• Strategic leadership in labor relations, including engaging with government bodies.
• Experience in high complex employee relations case management, acting as a senior advisor on complex disciplinary actions, grievances, performance improvement plans (PIPs), absence & sick leave management, and workplace investigations.
• Expertise in organizational transformation, with the ability to advise and execute on M&A, divestments, footprint changes, and workforce restructuring from an HR and local legal perspective.
• Strong stakeholder management & influencing skills across multiple level of people leaders and potential Country Leadership
• HR policy standardization & execution, ensuring consistent application of People Function policies and labor relations strategies for the country.
• Coaching & advisory capabilities, acting as a thought leader for People Business Partners, People Leader Partners, and People Leaders, driving capability-building in labor relations and employee relations.
• This will be a hybrid role (at least 3 days in office)

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Job Description:

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.

The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

• Demonstrates willingness to complete required industry licensing

• Displays confidence working in a sales role

• Builds strong client relationships through effective communication and collaboration

• Displays a proactive mindset and effective time management

• Demonstrates a results-driven mindset and prioritizes client interests

• Identifies appropriate client solutions through application of learnings and new information

• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• Learns and adapts to new technology or applications

• Executes multiple tasks simultaneously

• Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
• Sells the bank's products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals. Identifies and independently acts upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage, and other consumer loan solutions) based on clients' financial needs and goals.
• Grows customer household relationships through onboarding new clients and building a strong pipeline of appointments for branch and PNC partners. Demonstrates value for customers to achieve greater financial well-being by driving deep needs-based conversations.
• Creates an exceptional customer experience at events in a variety of external locations to drive desired acquisition, customer loyalty and increased share of wallet. Stengthens client relationships through planning continued on-site events.
• Understands PNC capabilities, educates and coaches customers on technology options.
• Selling at non-PNC locations requires: Access to a reliable vehicle transportation for travel to multiple work locations on a daily basis; and the ability to lift and carry up to 25 pounds (inclusive of, but not limited to, marketing materials, collateral and/or other promotional items as required).

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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