223 relationship associate jobs at 130 companies in Pennsylvania
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Relationship Development Associate
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
Granite Telecommunications: Privately held telecommunications provider delivering voice, data, internet, wireless, and network services to businesses and government agencies.
1+ YOERequires 1–2 years of account management, sales, or client relationship experience, executive relationship building, strong organization and communication, CRM and Microsoft Office proficiency.
First National Investment Services Company, LLCNYSE: FNB: Diversified financial services holding headquartered in Pittsburgh, Pennsylvania.
3+ YOEAssociate degree and 3 years of related experience required. Requires customer service, communication, organizational, analytical, and software skills, plus driver's license, insurance licenses, and FINRA registrations.
Redtail Workflow, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
NBT BankNASDAQ: NBTB: Financial holding providing community banking, retirement-plan administration, wealth management, and insurance services.
1+ YOEHigh school diploma or equivalent, at least one year of related banking or equivalent sales/customer service experience, strong communication, customer relations, problem-solving, teamwork, and computer skills.
Ephrata National BankOTCQX: ENBP: Independent FDIC-insured community bank serving individuals, farms, and small-to-medium-sized businesses in Pennsylvania and Maryland.
0+ YOESolicit new fiduciary business, manage trust and investment accounts, administer estates/IRAs, meet production goals and maintain regulatory compliance.
Associate Relationship Strategist - PNC Private Bank
Doylestown, Pennsylvania, United States
OnsiteFull Time
PNC Wealth Management: U.S. private wealth-management subsidiary providing brokerage, investment advisory, financial-planning, and insurance services to individuals and families.
2+ YOEExperience in relationship management, client service, and sales support; ability to coordinate cross-team efforts; knowledge of risk and AMG policies.
Peoples Security Bank & Trust Company: Community bank serving consumers, businesses, nonprofits, and government entities in Pennsylvania, New York, and New Jersey.
4+ YOEHigh school diploma required; associate or bachelor's degree preferred. Requires 4–6 years of related experience, banking operations and lending knowledge, communication, relationship-building, problem-solving, and technology skills.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services delivering 360° value.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Carson Wealth: Carson Wealth is a privately held U.S. wealth-management firm providing financial planning and investment advice to individuals and families.
1+ YOEBachelor’s degree preferred; 1+ year financial services or banking experience preferred. Requires Microsoft Office proficiency, research, problem-solving, reporting, organization, project management, and communication skills.
Orion, Goldmine, Redtail, Salesforce, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Carson Wealth: Carson Wealth is a privately held U.S. wealth-management firm providing financial planning and investment advice to individuals and families.
1+ YOEProvide client and advisor support, new-account and account maintenance processing, recordkeeping, project support; proficiency with Microsoft Office; bachelor’s degree preferred; strong attention to detail and problem-solving.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
3+ YOERequires 3+ years of commercial banking experience in the Foreign Corporate sector, a bachelor's degree in finance or related field, credit deal execution and product knowledge, plus formal credit training.
Clark Capital Management Group: Employee- and family-owned asset manager serving independent financial advisors and high-net-worth clients with personalized investment solutions.
1+ YOEManage territory, sell products, meet sales targets; strong interpersonal and sales experience; Series 7 and Finance background preferred; Bachelor’s degree in Finance preferred.
Penn Community Bank: Independent mutual community bank serving individuals, small businesses, and commercial customers in southeastern Pennsylvania.
Ability to perform teller transactions, deliver customer service, cross-sell deposit and loan products, prospect customers, and use customer management and core banking systems; associate or bachelor's degree preferred.
Summit Bank: Bay Area banking operation within a member-owned federal credit union serving businesses, professionals, and individuals.
1+ YOEHigh school diploma required; Associates degree preferred; 1-3 years in customer service and sales; strong communication, multi-tasking, basic computer skills.
Microsoft Office, Teller system, Electronic Banking
Fulton BankNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
3+ YOEHigh school diploma required; associate degree preferred. Requires 3+ years sales and customer service experience; 2+ years banking experience preferred, preferably with small business clients.
Customer Relationship Management (CRM), Nationwide Mortgage Licensing System and Registry
Fulton BankNASDAQ: FULT: Regional financial services holding based in Pennsylvania.
3+ YOEHigh school diploma required; 3+ years sales and customer service experience required. Preferred: 2+ years banking experience, small business experience, and an associate degree or equivalent business experience.
IDEMIA Secure Transactions: French private payment and connectivity technology division serving financial institutions, fintechs, mobile operators, automotive and IoT manufacturers.
8+ YOEAssociate's degree and 8+ years customer service or account management experience; strong Microsoft Outlook/Excel/PowerPoint skills; project coordination, communication, and problem-solving abilities; may require travel.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, CRM
Duquesne University: Private Catholic nonprofit research university serving undergraduate, graduate and professional students in Pittsburgh.
Associate's degree required (Bachelor's preferred) with experience in donor relations, stewardship, CRM/reporting systems, event coordination, and relationship-building with major donors.
Brian Winfield State Farm: Independent State Farm insurance agency serving Irwin, Pennsylvania customers with auto, home, life, business, and financial services.
Sales-driven account associate responsible for prospecting, relationship building, quoting, and closing insurance opportunities.
Regency Furniture: Family-owned discount furniture retailer serving Mid-Atlantic households through showrooms, warehouses, and delivery operations.
No experience required. Requires strong communication, interpersonal, customer relationship, teamwork, positive attitude, and flexibility to work evenings, weekends, and holidays.