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Advance Financial jobs - 47 jobs

  • Customer Service Representative

    Advance Financial 4.3company rating

    Advance Financial job in Lenoir City, TN

    Our Customer Service Representatives assist customers online, in person, and over the phone, while providing world-class customer service throughout the great state of Tennessee. What You'll Do Welcome customers and work to provide the best customer experience possible Help customers complete applications for lines of credit and installment loans Work with team leads to meet and exceed monthly goals Accurately assist customers with loan applications to completion Answer any and all customer questions Use company best practices to provide consistent and amazing customer service Work with money - being able to reconcile a cash drawer accurately is a must! Listen and be able to build relationships with your customers and teammates Participates in ongoing learning and development What We're Looking For High School Graduate or equivalent Phone Customer Service experience preferred Dedication to helping others Experience in service-related field (cash handling experience preferred) Must be willing to work in an environment where performance will be measured and judged Must have reliable transportation Understand the demands of working in a retail environment Excellent sales skills focused on growing the company Must be observant and have great judgment Stay coachable - this is one of the keys to growing with our company Computer proficiency required Benefits We Offer Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include: $500 Sign-on Bonus paid after 90 days of employment Generous PTO and paid time off to volunteer Paid parental leave 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
    $26k-32k yearly est. Auto-Apply 30d ago
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  • Call Center Agent

    Advance Financial 4.3company rating

    Advance Financial job in Nashville, TN or remote

    Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs. Benefits We Offer $18-$22 per hour $500 Sign-on Bonus paid after 90 days of employment 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan Paid Parental Leave On-site gym Generous PTO plan including a Paid Birthday holiday What You'll Do Manage mostly inbound calls for current and potential customers Answer questions about our products and services, take payments and offer outstanding customer support Verify and update customer account information as necessary Meet daily, monthly and quarterly metrics based off customer service-related measures Identify and escalate customer calls with complex issues Work cross-functionally with internal teams to ensure a seamless customer experience Happily complete other responsibilities assigned What We're Looking For High School Graduate or equivalent (some higher education preferred) 2+ years of experience in a service-related field (call center preferred) Must show a “Happy to Help” attitude at all times Excellent communication skills in-person and over-the-phone Well versed in Microsoft Office, and Google Suite Quick to change and willing to ask questions rather than wait to be instructed Incredible with time management and organizing yourself Ability to retain a large amount of information at once Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
    $18-22 hourly Auto-Apply 16d ago
  • Sales and Marketing Intern

    Viamericas 3.3company rating

    Remote or Los Angeles, CA job

    Job DescriptionThe sales and marketing internship position at Viamericas offers a hands-on opportunity to gain valuable experience in sales strategies, marketing campaigns, and customer engagement within the fast-paced cross-border remittance and financial services industry. The incumbent will assist in developing and executing marketing initiatives, promotions, supporting sales efforts, and analyzing market trends. This role is ideal for recent graduates eager to apply their skills in a professional setting while contributing to meaningful marketing projects that make a global impact.Duties and Responsabilities Engage with prospective and existing agencies, end customers and consumers in a professional and friendly manner. • Dress agent locations according to brand standards. Participate in the development of promotional programs. Actively engage with consumers at agents' location, set up in-store promotional events and other marketing initiatives to promote the brand. Assist with marketing and promotional activities such as massive events, trade shows, grass root events, festivals, fairs, or parades. Perform some activities related to our rewards program, training agencies, helping end customers to enroll, and promote the program. Collaborate with the Marketing Department in market research activities. Communicate market conditions to the Marketing Department and the local Sales Team; report agency needs, monitor competitive pricing and exchange rates, collaborate with market research activities, report any relevant information about the industry. Assist the sales team in prospecting potential customers and lead generation. Shadow experienced sales and marketing professionals and learn sales techniques. Assist in data analysis to identify opportunities and challenges. Engage in ongoing training and development activities. Information Security Responsibilities: Read, acknowledge and comply with Viamericas Staff Information Security Policy via the Information Security training portal. This should be done within 30 days of hire and repeated annually. Attend periodic Information Security training provided by Viamericas'. Report any event that might be an Information Security Incident: clicked on a malicious link, downloaded and opened a suspicious file, etc Qualifications The ideal candidate is a recent undergraduate from a degree program related to Business, Marketing, or a relevant field. Fluency in Microsoft Excel and PowerPoint. Bi-Lingual English/Spanish Strong communication and interpersonal skills for customer interactions. Eagerness to learn and a proactive attitude toward tasks and challenges. Basic knowledge of sales and marketing concepts. Competency in Microsoft Office, with a focus on Excel and PowerPoint. Adaptability and a willingness to take on new responsibilities. An inquisitive mindset for market research and trend analysis. Commitment to the internship duration and an interest in pursuing a sales career. Valid driver's license and satisfactory driving record is mandatory. US Passport or valid travel visa is required. Working Conditions Within the first month, this position will be required to travel to our Tijuana office for training. This position will work remotely at agency locations, traveling 99% of the time around the assigned area. Must be willing to work flexible hours including evenings and weekends according to the needs of the business. Must wear a company branded shirt and wear professional attire all the time. Internship Duration: This internship is expected to last one year, providing hands-on experience and professional development opportunities. Candidates should be available to commit to the full duration of the program. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $43k-62k yearly est. 4d ago
  • Business Development Executive

    Viamericas 3.3company rating

    Nashville, TN job

    Job DescriptionViamericas is a #1 ranked and licensed money transmitter offering international money transfer, bill payment, check processing and a variety of other services at thousands of agent locations across the United States, and 287,885 locations in 95 countries. At Viamericas, our ultimate objective is to help immigrants succeed and improve their lives by providing the highest quality financial services. We are always seeking TOP TALENT - experienced individuals who embrace our core values of respect, innovation, integrity and impact. Viamericas is currently seeking a Business Development Executive/Outside Sales Representative to cover the Nashville, Tennessee territory. The Business Development Executive is responsible for maximizing revenue for the full line of Viamericas Corporation services to existing and new agents within an assigned territory. The primary responsibilities include recruiting targeted agents, maximizing same store sales, controlling agent attrition and improving service quality provided by agents to consumers. Provides personalized service to agents by being in constant communication with them, in order to be able to satisfy all existing and prospective agent's needs. Duties and responsibilities Recruitment of new agent locations and providing service to existing agent locations within the assigned territory. Generate leads, call on prospects, evaluate business position and convert into new business signings. Identify additional selling opportunities and promote sales growth for established agent locations. Support new agent application process by inputting the prospective client in the application system and following up on the submitted application. Must consistently meet or exceed target goals and objectives. Demonstrate thorough knowledge of Viamericas Corporation's services and Products. Activate, install & provide agent training on how to use our products (systems) adequately so they can have an optimal experience while using it. Provide ongoing agent support and maintenance through agency visits. Replace all damaged equipment in order to maintain level of production Establish a nexus between client and Company by constantly communicating important information. Closely monitor competitors rates. Provide feedback to Company about everything that takes place with the client. This includes doubts, concerns, complaints, suggestions, and all other relevant events like changes competitors are making. Counsel agents on how products and services have the potential to satisfy their needs and those of their clients. Must work cooperatively with other Company departments including: Applications, Accounts Receivables, Compliance, Products and other Sales Representatives. Assist the Compliance department with additional training to the agents. Assist with collections from nonpaying agents within assigned territory. Must be willing to travel up to 80% of the time. Information Security Responsibilities: Read, acknowledge and comply with Viamericas Staff Information Security Policy via the Information Security training portal. This should be done within 30 days of hire and repeated annually. Attend periodic Information Security training provided by Viamericas'. Report any event that might be an Information Security Incident: clicked on a malicious link, downloaded and opened a suspicious file, etc. Qualifications Bilingual - English and Spanish may be required. 2-3 years experience in outside sales in the industry preferred. A self-starter, with excellent time management, organizational and interpersonal skill required. Proven negotiation, sales closing experience, and relationship management skills required. Excellent oral and written communication skills as well as demonstrate presentation abilities required. Proficiency in Microsoft Excel, Word and PowerPoint is preferred. Valid Driver's License and satisfactory driving record is mandatory. Benefits Include Major medical/Dental/Vision insurance Life and Disability insurance Vacation 9 Sick Days 11 Paid Holidays 401k with Employer Match Parental Leave Employee Assistance Program Come work for industry leaders! We are the fastest growing company in the industry, with best in class products. We offer an environment of growth and learning that will help you to grow your potential and develop as a professional. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $62k-100k yearly est. 6d ago
  • Sales Representative

    The Spencer Financial Group 4.2company rating

    Remote or Beaufort, SC job

    ???? Remote Career Opportunity in Financial Services No Cold Calling | Full Training Provided | Flexible Schedule | Performance-Based Earnings Join Spencer Financial Group - Where Purpose Meets Opportunity Are you passionate about helping others and ready to launch a flexible, rewarding career in the financial services industry? At Spencer Financial Group, we proudly serve veterans, military spouses, and service-minded professionals-and we're growing fast. Whether you're seeking more freedom, a career pivot, or a chance to make meaningful income while working from anywhere, this could be the path you've been looking for. ✅ What We Offer ???? Warm Leads Only - No cold calling. You'll connect with clients who've already expressed interest in our services. ???? Full Training & Mentorship - Industry experience not required. You'll receive step-by-step guidance and daily support from top producers. ???? 100% Remote Work - Operate from anywhere with a reliable internet connection. Your office, your rules. ???? Performance-Based Income - Generous commissions, bonuses, and incentive trips-your income reflects your effort. ???? Growth & Leadership Opportunities - We promote from within and provide a clear path to advancement. ???? Meaningful Work - Help families secure their financial futures while building one of your own. ???? Positive Culture - Be part of a supportive, team-first environment that celebrates wins and values purpose-driven work. ???? What You'll Do Respond to warm leads and connect with clients via phone or Zoom. Guide individuals through financial options tailored to their needs. Educate clients on insurance and financial protection products. Use our CRM to stay organized and follow up with care. Participate in weekly mentorship and coaching sessions to sharpen your skills. Set and exceed performance goals to unlock higher earnings and advancement. ???? Who Thrives Here Self-driven individuals who value independence and growth. Strong communicators who are coachable and proactive. Purpose-led professionals who enjoy helping others succeed. Must be able to pass a background check and obtain a Life/Health Insurance License (we'll help you through the process). Tech-comfortable and equipped with a quiet workspace, laptop, and Wi-Fi. ???? No Experience? No Problem. Whether your background is in customer service, education, retail, healthcare, the military, or something entirely different-if you're eager to grow and committed to learning, we'll provide everything you need to succeed.
    $28k-36k yearly est. 60d+ ago
  • Part Time Sales Associate

    Ace Cash Express 4.4company rating

    Memphis, TN job

    $500 Signing Bonus $250 payable within 30 days after successful completion of 30 days of employment. $250 payable within 30 days after successful completion of 90 days of employment. Must be in good standing and on active status to receive payment ACE Cash Express is currently looking for energetic, personable, and sales-oriented individuals to join our team! Use your sales skills to earn more with ACE! Hourly pay plus bonus incentives allows YOU to maximize your earning potential! WHY ACE? ACE Cash Express employees are our company's greatest asset. We empower all sales associates to use their customer service and sales skills to the fullest, and we celebrate their commitment to making our store operations succeed. ACE Cash Express is a workplace where: Collaborating and teamwork thrive. On-the-job learning and development activities are available. Excelling in your role and assisting others on the team is encouraged. Strengthening relationships with customers, partners, and colleagues happens every day. Investing in our employees and promoting a culture centered on people, service, career advancement, and unity, among other key principles. What's in it for you?1 ACE offers Sundays off, flexible schedules, and all associates are eligible to participate in our 401k plan. 1 All positions are eligible to participate in our 401k subject to the specific plan document. What does a normal day look like? Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting relationships. Handling a wide range of services that may vary by store, including cash handling, check cashing, lending, bill pay, and card services. Prioritizing accuracy, confidentiality, and strict compliance with industry regulations and safety guidelines. We're looking for Sales Associates who have an entrepreneurial spirit and can work independently, embracing accountability for overall store performance. Building trust with customers is a top priority, so you will need to listen actively, communicate effectively, and empathize with their challenges, all with the intent of providing exceptional service. Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish is welcomed in most of our markets and a high school diploma or equivalent is required. Join us and explore ways you can contribute your skills to our dynamic work environment. The difference is YOU! Travel Travel is primarily local but will include travel to more than one store in a day when necessary. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for extended periods, as well as sit, walk, reach with hands and arms, stoop, bend, and engage in verbal communication and active listening. The employee must have the ability to see clearly at both close and distant ranges, with the ability to adjust focus as needed. Additionally, the employee may occasionally be required to lift and/or move up to 25 lbs. The ability to work 10-12 hours in a confined work area is required, contingent on state specific labor laws. EEO Statement Populus Financial Group, Inc., dba ACE Cash Express, is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.
    $22k-30k yearly est. 7d ago
  • Commercial Lenders - Rutherford County, TN

    Wilson Bank & Trust 4.0company rating

    Smyrna, TN job

    Commercial Lenders The Commercial Lender meets with prospects and customers to develop and retain commercial business, especially in a designated region. With a focus on lending, this position retains and deepens existing relationships and develops new business through business calls, as well as collaboration with internal business partners to offer a range of banking products and services. The Commercial Lender reports to the Regional President or Market Leader and provides excellent service and support to customers and teammates while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Develop and retain commercial business, especially in assigned designated region, meeting with prospects and customers of various size and complexity Make business calls independently and also in collaboration with internal business partners to offer a range of banking products and services Schedule and coordinate meetings with customers and prospects. Attend business events. Serve as point of contact for new and existing customers. Receive loan applications and related documentation required at application Conduct preliminary credit analysis, review customer financial statements, and make recommendation to management Prepare loan proposals and credit memos, negotiating terms such as loan repayment methods and collateral specifications Develop and maintain interest rate structure consistent with bank policies and procedures and competitive with current market rates Comply with loan underwriting criteria to include approval limits, LTV, lien position, insurance requirements, etc. Responsible for monitoring construction draws, clearing exceptions, and gathering financial documentation from customers and internal teams Monitor loan status and follow up on outstanding documentation Communicate with prospects and borrowers on the status of credit decisions Maintain collection efforts to minimize past-due accounts Attend office and bank meetings, as scheduled, providing input and updates on commercial lending activities as required Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional associations Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training and participate in outside community activities, as requested and/or required Perform other duties as assigned REQUIRED QUALIFICATIONS: Bachelor's degree in business, finance, or related field 3 years of experience in commercial lending Previous sales experience, specifically managing relationships and developing new business Knowledge of real estate lending, documentation, collateralization, UCC-1 Law, lien perfections, and Deeds of Trust Strong knowledge of financial principles, loan underwriting, lending regulations, credit analysis, and contracts with individual or corporate borrowers Understanding of the loan-funding process and use of general ledger accounts for funding Ability to work on multiple projects simultaneously Effective verbal and written communication skills and excellent interpersonal skills Effective presentation skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to effectively work in collaboration with others to achieve business objectives Must be able to work extended hours as needed Willing to grow and be challenged
    $41k-52k yearly est. 45d ago
  • Store Manager

    Ace Cash Express 4.4company rating

    Nashville, TN job

    The Store Manager serves as the face of ACE Cash Express to our customers. On top of providing customer service and facilitating sales, you will also build professional relationships with customers, and gain in-depth knowledge of our lending (where applicable), check cashing and card services. WHY ACE? ACE Cash Express employees are our company's greatest asset. We empower all store managers to use their customer service and sales skills to the fullest, and we celebrate their commitment to making our store operations succeed. ACE Cash Express is a workplace where: Collaborating and teamwork thrive. On-the-job learning and development activities are available. Excelling in your role and assisting others on the team is encouraged. Strengthening relationships with customers, partners, and colleagues happens every day. Investing in our employees and promoting a culture centered on people, service, career advancement, and unity, among other key principles. What's in it for you? ACE offers medical, dental, and vision coverage, as well as paid time off, paid holidays, Sundays off, flexible schedules, tuition reimbursement, short-term disability, long-term disability, and basic life and AD&D for full-time associates. All associates are eligible to participate in our 401k plan. 1 Full-time employees are eligible for benefits subject to each plan's specific requirements. All positions are eligible to participate in our 401k subject to the specific plan document. What does a normal day look like? Understanding customers' unique needs and recommending appropriate ACE products and services. Supporting Sales Associates and guiding them toward success in their roles. Prioritizing active listening, clear communication, and empathy in all customer interactions. Managing operations and driving overall store performance, which may include cash handling, check cashing, lending, bill pay, and card services, with a strong attention to detail. Prioritizing accuracy, confidentiality, and strict compliance with industry regulations and safety guidelines. We're looking for Store Managers who have an entrepreneurial spirit and can work independently, embracing accountability for overall store performance. Building trust with customers is a top priority, so you will need to listen actively, communicate effectively, and empathize with their challenges, all with the intent of providing exceptional service. Store Managers will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish is welcomed in most of our markets and a high school diploma or equivalent is required. Join us and explore ways you can contribute your skills to our dynamic work environment.  The difference is YOU! Travel There may be occasions where the employee will travel to other stores to work. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for extended periods, as well as sit, walk, reach with hands and arms, stoop, bend, and engage in verbal communication and active listening. The employee must have the ability to see clearly at both close and distant ranges, with the ability to adjust focus as needed. Additionally, the employee may occasionally be required to lift and/or move up to 25 lbs. The ability to work 10-12 hours in a confined work area is required, contingent on state specific labor laws. EEO Statement Populus Financial Group, Inc., dba ACE Cash Express, is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.
    $32k-56k yearly est. 60d+ ago
  • Office Manager

    Wilson Bank & Trust 4.0company rating

    Brentwood, TN job

    The Office Manager is responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office. This position develops new customer relationships and deepens existing relationships through outside calling and other business development efforts. The Office Manager originates loans and manages a loan portfolio. This position reports to the Retail & Operations Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office Provide an extraordinary customer experience and hold team accountable for same Utilize sales and service strategies to develop new customer relationships and deepen existing relationships, including outside sales calling and active participation in follow-up strategies Originate loans and manage a loan portfolio Perform duties of both Customer Service Representative and Personal Banker based on staffing and customer demand within the office Responsible for resolution of deposit and loan exceptions for the bank office Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis. Assist team members with complex or escalated customer issues or concerns Confirm office is compliant with regulations, policies and procedures to include annual and quarterly audits and security of premises Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional associations, and attending bank-sponsored or required training Participate in outside community activities, as required Perform other duties, as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 3 years of retail banking experience, previous lending experience preferred 1 year of supervisory or leadership experience Possess knowledge, skills, and abilities necessary to perform all job duties and responsibilities Proficient with Microsoft Office Suite and other standard software applications Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic, with a desire to exceed expectations and ability to lead a team Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others to achieve business objectives Ability to work Saturdays on a rotating basis Participation in community events and in school banking program are required, as are public speaking, and working extended hours, as needed Willing to grow and be challenged
    $39k-52k yearly est. 1d ago
  • Financial Advisor - Chattanooga

    Wilson Bank & Trust 4.0company rating

    Chattanooga, TN job

    Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services Proactively seek new client relationships for wealth enhancement and financial planning services Utilize network and referrals to identify prospective clients and facilitate outreach Serve as point of contact for existing clients and initiate timely and ongoing communication as needed Promote established investment models and strategies that are suitable for targeted clients Embrace a team approach, as well as communicate and collaborate with other advisors and staff Adhere to all company and industry supervisory guidelines and policies Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Perform other duties as assigned REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged
    $50k-90k yearly est. 60d+ ago
  • Community Banker - Mt. Juliet (Providence office)

    Wilson Bank & Trust 4.0company rating

    Mount Juliet, TN job

    Community Banker The Community Banker I performs teller and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers. The Community Banker I assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Perform duties of both Customer Service Representative and Personal Banker based on customer demand within a bank office Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts Perform teller capture duties Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Maintain knowledge of new and existing products and services Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers Responsible for exception resolution Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner Attend training as requested Participate in outside community activities as required Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 1 year of retail banking experience preferred Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Ability to work Saturdays on a rotating basis Ability travel to other offices within region as scheduled Participation in community events as required Willing to grow and be challenged
    $31k-48k yearly est. 39d ago
  • Mortgage Loan Originator - Cookeville

    Wilson Bank & Trust 4.0company rating

    Cookeville, TN job

    Mortgage Loan Originator Location: Cookeville JOB SUMMARY: The Mortgage Loan Originator develops mortgage loan business by generating a referral base to identify new prospects. This position interviews loan applicants, informs applicants of documentation needed for processing, and monitors the loan process to facilitate timely closings. The Mortgage Loan Originator reports to the Mortgage Division President and provides excellent customer service to employees while demonstrating the Company values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Originate quality conventional, FHA, VA, RD, and THDA residential loans based on secondary market guidelines Responsible for generating production volume based on assigned production goals Network with realtors, builders, attorneys, and CPAs to generate a referral base Develop mortgage loan business with new prospects Interview loan applicants and generate complete loan applications with necessary supporting documentation for submission to processing Monitor the loan process to facilitate timely closings Utilize sales and service strategies to retain existing relationships and enable growth of new relationships. Actively participates in follow-up strategies. Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Participate in outside community activities as required Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 3 years of residential mortgage origination experience Ability to develop business in the targeted market areas Extensive knowledge of all guidelines, laws, and regulations related to mortgage lending Proficient with Microsoft Office and other standard software applications Strong interpersonal, communication, presentation and networking skills Ability to work on multiple projects simultaneously Effective verbal and written communication skills Critical thinking, analytical ability, and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic with a strong desire to exceed expectations Maintain confidentiality discretion Ability to effectively work in collaboration with others to achieve business objectives Willing to grow and be challenged
    $28k-38k yearly est. 60d+ ago
  • Retail Banker - Kinzel Way - Knoxville-Part-time

    FSNB 4.1company rating

    Knoxville, TN job

    FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller! Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service. FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary. If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team. What is in it for you: Opportunity for pay increases as soon as 60 days Incentive Compensation Paid training Paid vacation Paid personal leave Medical/Dental/Supplemental Insurance 401k Plan Paid death benefit Employee Assistance Program Paid holidays Flexible scheduling with Sundays off Promotes from within Growth/Career opportunities Equal Opportunity Employer
    $27k-33k yearly est. Auto-Apply 46d ago
  • Business Development Executive

    Viamericas 3.3company rating

    Nashville, TN job

    Viamericas is a #1 ranked and licensed money transmitter offering international money transfer, bill payment, check processing and a variety of other services at thousands of agent locations across the United States, and 287,885 locations in 95 countries. At Viamericas, our ultimate objective is to help immigrants succeed and improve their lives by providing the highest quality financial services. We are always seeking TOP TALENT - experienced individuals who embrace our core values of respect, innovation, integrity and impact. Viamericas is currently seeking a Business Development Executive/Outside Sales Representative to cover the Nashville, Tennessee territory. The Business Development Executive is responsible for maximizing revenue for the full line of Viamericas Corporation services to existing and new agents within an assigned territory. The primary responsibilities include recruiting targeted agents, maximizing same store sales, controlling agent attrition and improving service quality provided by agents to consumers. Provides personalized service to agents by being in constant communication with them, in order to be able to satisfy all existing and prospective agent's needs. Duties and responsibilities Recruitment of new agent locations and providing service to existing agent locations within the assigned territory. Generate leads, call on prospects, evaluate business position and convert into new business signings. Identify additional selling opportunities and promote sales growth for established agent locations. Support new agent application process by inputting the prospective client in the application system and following up on the submitted application. Must consistently meet or exceed target goals and objectives. Demonstrate thorough knowledge of Viamericas Corporation's services and Products. Activate, install & provide agent training on how to use our products (systems) adequately so they can have an optimal experience while using it. Provide ongoing agent support and maintenance through agency visits. Replace all damaged equipment in order to maintain level of production Establish a nexus between client and Company by constantly communicating important information. Closely monitor competitors rates. Provide feedback to Company about everything that takes place with the client. This includes doubts, concerns, complaints, suggestions, and all other relevant events like changes competitors are making. Counsel agents on how products and services have the potential to satisfy their needs and those of their clients. Must work cooperatively with other Company departments including: Applications, Accounts Receivables, Compliance, Products and other Sales Representatives. Assist the Compliance department with additional training to the agents. Assist with collections from nonpaying agents within assigned territory. Must be willing to travel up to 80% of the time. Information Security Responsibilities: Read, acknowledge and comply with Viamericas Staff Information Security Policy via the Information Security training portal. This should be done within 30 days of hire and repeated annually. Attend periodic Information Security training provided by Viamericas'. Report any event that might be an Information Security Incident: clicked on a malicious link, downloaded and opened a suspicious file, etc. Qualifications Bilingual - English and Spanish may be required. 2-3 years experience in outside sales in the industry preferred. A self-starter, with excellent time management, organizational and interpersonal skill required. Proven negotiation, sales closing experience, and relationship management skills required. Excellent oral and written communication skills as well as demonstrate presentation abilities required. Proficiency in Microsoft Excel, Word and PowerPoint is preferred. Valid Driver's License and satisfactory driving record is mandatory. Benefits Include Major medical/Dental/Vision insurance Life and Disability insurance Vacation 9 Sick Days 11 Paid Holidays 401k with Employer Match Parental Leave Employee Assistance Program Come work for industry leaders! We are the fastest growing company in the industry, with best in class products. We offer an environment of growth and learning that will help you to grow your potential and develop as a professional.
    $62k-100k yearly est. Auto-Apply 5d ago
  • Sales Associate

    Ace Cash Express 4.4company rating

    Memphis, TN job

    $500 Signing Bonus $250 payable within 30 days after successful completion of 30 days of employment. $250 payable within 30 days after successful completion of 90 days of employment. Must be in good standing and on active status to receive payment. ACE Cash Express is currently looking for energetic, personable, and sales-oriented individuals to join our team! Use your sales skills to earn more with ACE! Hourly pay plus bonus incentives allows YOU to maximize your earning potential! WHY ACE? ACE Cash Express employees are our company's greatest asset. We empower all sales associates to use their customer service and sales skills to the fullest, and we celebrate their commitment to making our store operations succeed. ACE Cash Express is a workplace where: Collaborating and teamwork thrive. On-the-job learning and development activities are available. Excelling in your role and assisting others on the team is encouraged. Strengthening relationships with customers, partners, and colleagues happens every day. Investing in our employees and promoting a culture centered on people, service, career advancement, and unity, among other key principles. What's in it for you?1 ACE offers medical, dental, and vision coverage, as well as paid time off, paid holidays, Sundays off, flexible schedules, tuition reimbursement, short-term disability, long-term disability, and basic life and AD&D for full-time associates. All associates are eligible to participate in our 401k plan. 1Full-time employees are eligible for benefits subject to each plan's specific requirements. All positions are eligible to participate in our 401k subject to the specific plan document. What does a normal day look like? Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting relationships. Handling a wide range of services that may vary by store, including cash handling, check cashing, lending, bill pay, and card services. Prioritizing accuracy, confidentiality, and strict compliance with industry regulations and safety guidelines. We're looking for Sales Associates who have an entrepreneurial spirit and can work independently, embracing accountability for overall store performance. Building trust with customers is a top priority, so you will need to listen actively, communicate effectively, and empathize with their challenges, all with the intent of providing exceptional service. Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish is welcomed in most of our markets and a high school diploma or equivalent is required. Join us and explore ways you can contribute your skills to our dynamic work environment. The difference is YOU! Travel Travel is primarily local but will include travel to more than one store in a day when necessary. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand for extended periods, as well as sit, walk, reach with hands and arms, stoop, bend, and engage in verbal communication and active listening. The employee must have the ability to see clearly at both close and distant ranges, with the ability to adjust focus as needed. Additionally, the employee may occasionally be required to lift and/or move up to 25 lbs. The ability to work 10-12 hours in a confined work area is required, contingent on state specific labor laws. EEO Statement Populus Financial Group, Inc., dba ACE Cash Express, is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.
    $22k-30k yearly est. 60d+ ago
  • Sales and Marketing Intern

    Viamericas 3.3company rating

    Remote or Los Angeles, CA job

    The sales and marketing internship position at Viamericas offers a hands-on opportunity to gain valuable experience in sales strategies, marketing campaigns, and customer engagement within the fast-paced cross-border remittance and financial services industry. The incumbent will assist in developing and executing marketing initiatives, promotions, supporting sales efforts, and analyzing market trends. This role is ideal for recent graduates eager to apply their skills in a professional setting while contributing to meaningful marketing projects that make a global impact.Duties and Responsabilities Engage with prospective and existing agencies, end customers and consumers in a professional and friendly manner. • Dress agent locations according to brand standards. Participate in the development of promotional programs. Actively engage with consumers at agents' location, set up in-store promotional events and other marketing initiatives to promote the brand. Assist with marketing and promotional activities such as massive events, trade shows, grass root events, festivals, fairs, or parades. Perform some activities related to our rewards program, training agencies, helping end customers to enroll, and promote the program. Collaborate with the Marketing Department in market research activities. Communicate market conditions to the Marketing Department and the local Sales Team; report agency needs, monitor competitive pricing and exchange rates, collaborate with market research activities, report any relevant information about the industry. Assist the sales team in prospecting potential customers and lead generation. Shadow experienced sales and marketing professionals and learn sales techniques. Assist in data analysis to identify opportunities and challenges. Engage in ongoing training and development activities. Information Security Responsibilities: Read, acknowledge and comply with Viamericas Staff Information Security Policy via the Information Security training portal. This should be done within 30 days of hire and repeated annually. Attend periodic Information Security training provided by Viamericas'. Report any event that might be an Information Security Incident: clicked on a malicious link, downloaded and opened a suspicious file, etc Qualifications The ideal candidate is a recent undergraduate from a degree program related to Business, Marketing, or a relevant field. Fluency in Microsoft Excel and PowerPoint. Bi-Lingual English/Spanish Strong communication and interpersonal skills for customer interactions. Eagerness to learn and a proactive attitude toward tasks and challenges. Basic knowledge of sales and marketing concepts. Competency in Microsoft Office, with a focus on Excel and PowerPoint. Adaptability and a willingness to take on new responsibilities. An inquisitive mindset for market research and trend analysis. Commitment to the internship duration and an interest in pursuing a sales career. Valid driver's license and satisfactory driving record is mandatory. US Passport or valid travel visa is required. Working Conditions Within the first month, this position will be required to travel to our Tijuana office for training. This position will work remotely at agency locations, traveling 99% of the time around the assigned area. Must be willing to work flexible hours including evenings and weekends according to the needs of the business. Must wear a company branded shirt and wear professional attire all the time. Internship Duration: This internship is expected to last one year, providing hands-on experience and professional development opportunities. Candidates should be available to commit to the full duration of the program.
    $43k-62k yearly est. Auto-Apply 60d+ ago
  • Store Manager

    Advance Financial 4.3company rating

    Advance Financial job in Nashville, TN

    Are you looking for better pay, better benefits, a career? And on top of that, a $500 Sign-on Bonus paid after 90 days of employment. You're a born team leader. And eager for an opportunity to lead, coach and supervise a team of go-getters while overseeing day-to-day operations of a retail store. Our store managers have a broad scope of responsibilities in our retail locations throughout the great state of Tennessee. Managing staff is just half of it. You'll train to manage the sales process and productivity of your store, ensure compliance with state and federal laws and company policies, and work directly with customers to deliver a world-class customer service experience. Ready for the challenge? Let's meet. Benefits We Offer Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include: Generous PTO and paid time off to volunteer Paid parental leave 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan What You'll Do Supervise day to day operations of each assigned store Continually train and develop staff members Ensure adequate staffing levels at all times Routinely evaluate staff performance Maintain a positive work environment Communicate effectively with supervisor and supervised staff Manage customer and employee concerns and complaints Maintain a clean and safe lobby and workspace Enforce the company's policies and procedures Comply with all state and federal laws governing the financial services industry What We're Looking For High School Diploma required College Degree Preferred Minimum 2 years management experience in retail, hospitality, restaurant or other comparable business required Cash handling experience preferred Computer keyboard proficiency required Must understand and be able to meet the demands of customer service focused retail environment Must be willing to work in an environment where performance will be measured and judged Have the ability to work effectively with others in a team environment Ability to thrive in a fast-growing always changing environment Must be a great sales leader with excellent skills in driving store revenue growth Must have reliable transportation and travel to a variety of locations in order to meet staffing demands Must be available to work all shifts, days, evenings, nights and weekends Intermediate understanding of Microsoft Word, Excel & Outlook Supervisory Responsibilities The manager will have direct supervisory responsibility for the personnel working at his or her assigned locations. The position is responsible for maintaining superb communications between the assigned locations, Operations Management, and the Support Center Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
    $32k-55k yearly est. Auto-Apply 30d ago
  • Customer Service Representative, Cookeville

    Wilson Bank & Trust 4.0company rating

    Cookeville, TN job

    Customer Service Representative The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts Perform teller capture duties Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Develop and grow knowledge of new and existing products and services Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Participate in outside community activities as required Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 1 year of previous customer service experience preferred Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic, with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Ability to work Saturdays on a rotating basis Ability to travel to other offices within region as scheduled Participation in community activities, as required Willing to grow and be challenged
    $30k-35k yearly est. 44d ago
  • Financial Advisor - West End

    Wilson Bank & Trust 4.0company rating

    Nashville, TN job

    Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged
    $50k-88k yearly est. 60d+ ago
  • Retail Banker - Browns Mill

    FSNB 4.1company rating

    Johnson City, TN job

    FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller! Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service. This is an entry level position. FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary. If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team. What is in it for you: Opportunity for pay increases as soon as 60 days Incentive Compensation Paid training Paid vacation Paid personal leave Medical/Dental/Supplemental Insurance 401k Plan Paid death benefit Employee Assistance Program Paid holidays Flexible scheduling with Sundays off Promotes from within Growth/Career opportunities Equal Opportunity Employer
    $27k-33k yearly est. Auto-Apply 60d+ ago

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