You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$43k-91k yearly est. 3d ago
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Financial Supervisor Bilingual (English &Chinese)
Bossen New Materials Corp
Finance associate job in Calhoun, GA
Full-time Description
About Us
Bossen New Materials Corp. is a leading manufacturer of high-quality PVC flooring solutions for residential, commercial, and industrial markets. We pride ourselves on innovation, sustainability, and best qualities, leveraging years of technical flooring expertise and global perspective.
Join our team to drive financial strategy in a dynamic manufacturing environment.
Job Summary
We seek an experienced Financial Supervisor to oversee all financial operations and tax reporting, drive cost efficiency, and optimize profitability in our PVC flooring manufacturing division. You will manage budgeting, forecasting, cost accounting, financial reporting, and strategic planning while navigating the unique challenges of raw material volatility, production efficiency, and inventory management.
Key Responsibilities
Financial Planning & Analysis (FP&A):
Lead annual budgeting, quarterly forecasting, and long-term financial planning.
Analyze production costs and overheads to identify savings opportunities.
Monitor KPIs: Gross margin per product line, machine efficiency, scrap rates, inventory turnover;
Cost Accounting & Control:
Conduct monthly inventory checking;
Track material yield variances and production waste.
Optimize inventory valuation (raw materials, WIP, finished goods).
Compliance & Reporting:
Ensure GAAP/IFRS compliance in manufacturing accounting.
Prepare monthly P&L, balance sheets, and cash flow statements.
Coordinate audits and ensure tax/financial regulatory compliance.
oversees the tax-related operations of a company or organization, ensuring compliance with tax laws and regulations, optimizing tax strategies, and providing guidance to team members.
Profitability Management:
Analyze product-line profitability (WPC, SPC, vinyl sheets, etc.).
Support pricing strategies based on material cost trends and competitive dynamics.
Evaluate CAPEX ROI for new production lines/molds.
Cash Flow & Working Capital:
Manage AR/AP cycles, credit terms, and inventory levels (critical due to bulk material costs).
Forecast cash flow considering seasonal demand and raw material procurement cycles
Strategic Support &Team Leadership
Partner with Operations to optimize production costs and capacity utilization.
Manage finance/accounting staff.
Drive ERP/MRP system improvements for manufacturing modules.
Requirements
Qualifications
Education: Bachelor's degree in Finance, Accounting, or related field. CPA/CMA/MBA preferred.
Experience: 7+ years in financial management, with 3+ years in manufacturing (plastics, building materials, or chemical processing ideal).
Technical Skills:
Expertise in cost accounting.
Proficiency in ERP systems.
Advanced Excel/Power BI; financial modeling.
Industry Knowledge:
Understanding of PVC supply chain
Familiarity with manufacturing KPIs.
Soft Skills: Strategic mindset, problem-solving, cross-functional collaboration.
Language Skills: fluency in English & Chinese is preferred.
Benefits
PTO, Paid Holiday, Health Insurance, Dental, Vision, 401k
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$32k-64k yearly est. Auto-Apply 5d ago
Financial Consultant
Lancesoft 4.5
Finance associate job in Chattanooga, TN
Ensure the integrity of the financial statements and maintain a Sarbanes-Oxley compliant control environment. Improve financial and business acumen by pursuing ongoing education and reviewing business information and technical documents.
Support and influence the development and review of budgets and business planning activities. Support and influence the development and review of monthly forecasts and savings/usage.
Actively develop and foster relationships within the team and with business partners. Analyze financial reports and cost data to influence outcomes and achieve business objectives.
Provide management with financial and operational insights to support effective decision-making.
Participate in special projects and initiatives as requested. Continuously refine skills to work independently as a financial consultant.
$57k-72k yearly est. 4d ago
Corp Financial Analyst II
KTS Kenco Transportation Services
Finance associate job in Chattanooga, TN
At Kenco Logistics, you're more than just a team member-you're part of a company that values innovation, integrity, and a strong commitment to its people. As one of the leading 3PL providers in the U.S., Kenco offers a dynamic and supportive work environment where your ideas matter and your growth is a priority. With a focus on safety, sustainability, and continuous improvement, Kenco empowers employees to make a real impact in the supply chain industry while building rewarding careers. Join a company where your contributions help move the world forward-one shipment at a time.
About the Position
The Financial Analyst II supports financial planning, reporting, and forecasting across business units. This role focuses on financial modeling, variance analysis, and profitability assessments to guide decision-making and improve processes. Additionally, the position plays a key role in identifying trends and providing actionable insights to optimize financial performance.
Functions
Prepare and analyze monthly, quarterly, and annual financial results, including variance explanations.
Prepare monthly flashes.
Support budgeting, forecasting, and long-range planning processes.
Develop and maintain financial models to support business initiatives.
Partner with department leaders to understand financial performance and drivers.
Identify trends, risks, and opportunities through detailed financial analysis.
Perform variance analysis and reporting of actuals vs proforma pricing.
Leads financial modeling capabilities for real-time financial scenario analysis.
Support close processes and ensure accuracy of financial reporting.
Works in a collaborative manner with department leaders to develop recommendations for resolution of problems.
Assists Finance & Accounting teams with month-end, quarter-end, and year-end reporting.
Improve reporting processes and tools to increase efficiency.
Perform ad-hoc analysis and projects as deemed appropriate.
Other duties as assigned by management.
Qualifications
Bachelor's degree in Finance, Accounting or related required .
Minimum of 2-4 years of progressive experience in accounting or finance or related field required.
Strong working knowledge of FP&A and Generally Accepted Accounting Principles (GAAP) required; preferably in the field of logistics or retail/service.
Strong Excel and financial modeling skills; experience with BI tools preferred.
Solid understanding of financial statements and corporate finance concepts.
Strong communication skills with the ability to explain financial results clearly.
Creative and innovative problem-solving skills.
Demonstrated ability to work in a matrix environment and partner across multiple departments.
Experience with Workday
Ability to maintain discretion and confidential information.
Competencies
Business Acumen - Knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization.
Communicate for Impact - Proactively communicate with all stakeholders throughout the life cycle of programs and projects.
Influencing Others - Can quickly find common ground and can solve problems for the good of the organization with a minimal amount of noise. Authentically gains trust and support of peers.
Managing Transitions/ Change Management - Effectively plans, manages and communicates changes in processes with appropriate stakeholders.
Strategic Agility - Enable Kenco to remain competitive by adjusting and adapting to innovative ideas necessary to support Kenco's long-term organizational strategy.
Travel Requirements
This position is expected to travel approximately 25% or less .
A passport is not required, but recommended.
For California residents - please enter or copy/paste the address below into your address bar to review an important notice regarding Kenco's privacy policy.
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Benefits offered:
Medical insurance including HSA, HRA and FSA accounts
Supplemental insurance including critical illness, hospital indemnity, accidental injury
Dental Insurance
Vision Insurance
Basic Life and Supplemental Life
Short Term and Long Term Disability
Paid Parental Leave
401(k)
Paid Time Off approximately 2 weeks (accrual begins on Day 1 of employment)
Employer Paid Holidays- 10 days
Kenco strives to provide a supportive, professional environment for all employees. As a part of Kenco, we expect our team to uphold our three key pillars: be honest, serve, and get better. Each should strive for operational excellence, pursue innovation, and want to grow with our company.
Kenco Group is an Equal-Opportunity Employer. All employees and applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability, or any other characteristic protected by law.
Please click the image to download the EEOC ‘Know Your Rights; Discrimination is Illegal' posting.
***************************
For California residents please enter or copy/paste the address below into your address bar
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
For California residents - please enter or copy/paste the address below into your address bar to review an important notice regarding Kenco's privacy policy.
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$46k-67k yearly est. Auto-Apply 3d ago
Pre-Registration Financial Clearance Representative - FT - Days (73327)
Hamilton Health Care System 4.4
Finance associate job in Dalton, GA
Hours: 8AM - 5PM
Days: Monday - Friday
Under the direct supervision of the Scheduling and Pre Services supervisor, the patients are contacted to obtain necessary identifying, demographic and financial information. Seeks to help patients understand their financial responsibilities, giving the estimated out-of-pocket responsibilities and payment options; at all times providing first-class service to set the tone for the patient's journey of care as well as educate and manage the financial expectations for the patient prior to admission. Initiates the pre-registration in the Cerner system. Provides information to the patient regarding when and where to report to Hamilton Medical Center. Contacts physician offices for pre authorization information. Contacts payers to obtain pre authorization as needed
Financial Services Representative State Farm Agent Team Member
Freddie Villacci, Jr.-State Farm Agent
Finance associate job in Collegedale, TN
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Freddie Villacci State Farm is seeking a Sales Representative to join our dynamic and successful team.
About Us:
At Freddie Villacci State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients.
Role and Responsibilities:
As a Sales Representative with Freddie Villacci State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner.
Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support.
Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
About Freddie Villacci
State Farm Agent since 2008 in Chicago, IL
Serving State Farm Customers for over Twenty Years
Lifelong resident of Chicago, IL
Handled State Farm Auto & Home Insurance Claims
Former State Farm National Catastrophe Representative
Focus on Auto, Home & Life Insurance in Chicago
Focusing on State Farm relocations to Chicago, IL area
Focused on Condo & Renters Insurance in Chicago
Serving the Life Insurance needs of Chicago, IL
State Farm Chairman's Circle
Lifetime Member of State Farm's Presidents Club
Member of Million Dollar Round Table
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM-5:30PM
$28k-42k yearly est. 11d ago
Personal Banker II
Cadence Bank 4.7
Finance associate job in Chickamauga, GA
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
● Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
● Limited origination of simple consumer lending products such as personal loans and credit cards.
● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
● Cash handling and adherence to proper balancing procedures.
● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
● High school diploma required; college coursework preferred.
● Previous banking or demonstrated sales experience in business, retail or other industries.
● 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
● This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and
responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$29k-35k yearly est. 4d ago
Relationship Banker
Old National Bank 4.4
Finance associate job in Chattanooga, TN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 21d ago
Factory Controller / Financial Analyst
Siemens Energy
Finance associate job in Fort Payne, AL
About the Role Alabama Fort Payne Company Siemens Energy, Inc. Organization SE CFO Business Unit Gas Services Full / Part time Full-time Experience Level Not defined The Factory Controller / Financial Analyst is responsible for managing all commercial and financial controlling aspects of the Fort Payne Plant. This role ensures accurate financial reporting, supports operational decision-making, and drives digital transformation initiatives within the plant's controlling environment.
How You'll Make an Impact (responsibilities)
* Manage financial and commercial operations for the Fort Payne Plant, including cost center reporting, month-end activities, forecasting, and variance analysis.
* Provide accurate financial reporting and insights into key metrics such as Manufacturing Load Hours, Revenue, Productivity, Profit details analysis.
* Drive digital transformation by implementing modern tools and supporting process automation.
* Ensure compliance with regulatory requirements and deliver monthly operational reviews and ad hoc management reports.
What You Bring (requirements)
* Bachelor's degree in Finance, Accounting, Business Administration, or related field.
* 5+ years of experience in financial controlling, forecasting, and cost center management.
* Strong knowledge of GAAP/IFRS and advanced proficiency in SAP FI/CO, Hyperion, and Excel.
* Proven ability to standardize financial processes and drive continuous improvement.
* Excellent analytical, problem-solving, and communication skills; ability to work cross-functionally.
* Experience in manufacturing or plant operations environment.
* Knowledge of productivity reporting and variance analysis.
* Familiarity with digitalization projects and financial automation tools.
* Applicants must be legally authorized for employment in the United States without need for current or future employer-sponsored work authorization. Siemens Energy employees with current visa sponsorship may be eligible for internal transfers.
About the Team
Gas Services
Our Gas Services division offers Low-emission power generation through service and decarbonization. Zero or low emission power generation and all gas turbines under one roof, steam turbines and generators. Decarbonization opportunities through service offerings, modernization, and digitalization of the fleet.
Who is Siemens Energy?
At Siemens Energy, we are more than just an energy technology company. With ~100,000 dedicated employees in more than 90 countries, we develop the energy systems of the future, ensuring that the growing energy demand of the global community is met reliably and sustainably. The technologies created in our research departments and factories drive the energy transition and provide the base for one sixth of the world's electricity generation.
Our global team is committed to making sustainable, reliable, and affordable energy a reality by pushing the boundaries of what is possible. We uphold a 150-year legacy of innovation that encourages our search for people who will support our focus on decarbonization, new technologies, and energy transformation.
Find out how you can make a difference at Siemens Energy: ********************************************
Rewards
* Career growth and development opportunities; supportive work culture
* Company paid Health and wellness benefits
* Paid Time Off and paid holidays
* 401K savings plan with company match
* Family building benefits
* Parental leave
************************************
Equal Employment Opportunity Statement
Siemens Energy and Siemens Gamesa Renewable Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.
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$45k-66k yearly est. 45d ago
Financial Services Representative State Farm Agent Team Member
Ryan Scott-State Farm Agent
Finance associate job in Calhoun, GA
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
Flexible schedule
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ryan Scott State Farm. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Self-motivated
Proactive in problem solving
Able to learn computer functions
Pride in getting work done accurately and timely
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$28k-42k yearly est. 13d ago
Business Relationship Banker
Builtwell Careers
Finance associate job in Dalton, GA
Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser.
The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche.
The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly.
The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs.
By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts.
This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser.
The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing.
The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages.
Secondary Activities And Responsibilities
Commitment to the BWB Vision, Behavioral Standards, and Ground Rules.
Serve as a leader in our culture building efforts.
Commitment to execute our Profit Rich Sales process and help coach others on it.
Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community.
Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.
$30k-39k yearly est. 18d ago
Business Relationship Banker
First Volunteer Bank 4.1
Finance associate job in Dalton, GA
Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser.
* The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche.
* The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly.
* The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs.
* By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts.
* This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser.
* The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing.
* The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages.
Secondary Activities And Responsibilities
* Commitment to the BWB Vision, Behavioral Standards, and Ground Rules.
* Serve as a leader in our culture building efforts.
* Commitment to execute our Profit Rich Sales process and help coach others on it.
* Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community.
* Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.
$30k-36k yearly est. 20d ago
Relationship Banker
First Horizon Bank 3.9
Finance associate job in Chattanooga, TN
**Schedule:** Monday through Thursday 8:30AM to 4:30PM, Friday 8:30AM to 6:15PM, Saturday 8:30AM to 1:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Sales and Business Development
+ Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
+ Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
+ Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
+ Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
+ Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
+ Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
+ Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
+ Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
+ Assist banking center management with "on the job training" of new associates.
+ Assist with dual control vault responsibilities and audit controls.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
+ High school diploma or general education degree (GED)
+ 2 - 5 years of experience as a Universal Banker or Teller
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
Microsoft Office Suite, Salesforce
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
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LinkedIn (***************************************************
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YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$43k-91k yearly est. Auto-Apply 5d ago
Financial Supervisor Bilingual (English &Chinese)
Bossen New Materials Corp
Finance associate job in Calhoun, GA
Job DescriptionDescription:
About Us
Bossen New Materials Corp. is a leading manufacturer of high-quality PVC flooring solutions for residential, commercial, and industrial markets. We pride ourselves on innovation, sustainability, and best qualities, leveraging years of technical flooring expertise and global perspective.
Join our team to drive financial strategy in a dynamic manufacturing environment.
Job Summary
We seek an experienced Financial Supervisor to oversee all financial operations and tax reporting, drive cost efficiency, and optimize profitability in our PVC flooring manufacturing division. You will manage budgeting, forecasting, cost accounting, financial reporting, and strategic planning while navigating the unique challenges of raw material volatility, production efficiency, and inventory management.
Key Responsibilities
Financial Planning & Analysis (FP&A):
Lead annual budgeting, quarterly forecasting, and long-term financial planning.
Analyze production costs and overheads to identify savings opportunities.
Monitor KPIs: Gross margin per product line, machine efficiency, scrap rates, inventory turnover;
Cost Accounting & Control:
Conduct monthly inventory checking;
Track material yield variances and production waste.
Optimize inventory valuation (raw materials, WIP, finished goods).
Compliance & Reporting:
Ensure GAAP/IFRS compliance in manufacturing accounting.
Prepare monthly P&L, balance sheets, and cash flow statements.
Coordinate audits and ensure tax/financial regulatory compliance.
oversees the tax-related operations of a company or organization, ensuring compliance with tax laws and regulations, optimizing tax strategies, and providing guidance to team members.
Profitability Management:
Analyze product-line profitability (WPC, SPC, vinyl sheets, etc.).
Support pricing strategies based on material cost trends and competitive dynamics.
Evaluate CAPEX ROI for new production lines/molds.
Cash Flow & Working Capital:
Manage AR/AP cycles, credit terms, and inventory levels (critical due to bulk material costs).
Forecast cash flow considering seasonal demand and raw material procurement cycles
Strategic Support &Team Leadership
Partner with Operations to optimize production costs and capacity utilization.
Manage finance/accounting staff.
Drive ERP/MRP system improvements for manufacturing modules.
Requirements:
Qualifications
Education: Bachelor's degree in Finance, Accounting, or related field. CPA/CMA/MBA preferred.
Experience: 7+ years in financial management, with 3+ years in manufacturing (plastics, building materials, or chemical processing ideal).
Technical Skills:
Expertise in cost accounting.
Proficiency in ERP systems.
Advanced Excel/Power BI; financial modeling.
Industry Knowledge:
Understanding of PVC supply chain
Familiarity with manufacturing KPIs.
Soft Skills: Strategic mindset, problem-solving, cross-functional collaboration.
Language Skills: fluency in English & Chinese is preferred.
Benefits
PTO, Paid Holiday, Health Insurance, Dental, Vision, 401k
$69k-95k yearly est. 20d ago
Pre-Registration Financial Clearance Representative - FT - Days (71015, 73327)
Hamilton Health Care System 4.4
Finance associate job in Dalton, GA
Hours: 8AM - 5PM
Days: Monday - Friday
Under the direct supervision of the Scheduling and Pre Services supervisor, the patients are contacted to obtain necessary identifying, demographic and financial information. Seeks to help patients understand their financial responsibilities, giving the estimated out-of-pocket responsibilities and payment options; at all times providing first-class service to set the tone for the patient's journey of care as well as educate and manage the financial expectations for the patient prior to admission. Initiates the pre-registration in the Cerner system. Provides information to the patient regarding when and where to report to Hamilton Medical Center. Contacts physician offices for pre authorization information. Contacts payers to obtain pre authorization as needed
Qualifications
JOB QUALIFICATIONS
Education: Completion of a high school diploma required. College level courses preferred.
Licensure: N/A
Experience: Prefer previous work experience in a position of meeting and communicating with the public. Prefer 1 to 2 years experience in a hospital billing office, medical billing office or other health care setting.
Skills: Excellent oral and written communication skills in order to effectively interact with internal and external customers. Knowledge of Medical Terminology and third party payer terminology. At least a minimal understanding of how CPT-4 and ICD-10 codes are used in health care billing. Intermediate proficiency in Microsoft Outlook, Word and Excel.
PHYSICAL, MENTAL, ENVIRONMENTAL AND WORKING CONDITIONS
Normal business office environment. Constant sitting and limited freedom of movement. Ability to work under conditions of frequent interruption. Poise, tact and courtesy is necessary when dealing with patients. Must be detail oriented. Must be able to assert initiative and judgment involved in classifying financial data and maintaining the normal flow of work.
Full-Time Benefits
403(b) Matching (Retirement)
Dental insurance
Employee assistance program (EAP)
Employee wellness program
Employer paid Life and AD&D insurance
Employer paid Short and Long-Term Disability
Flexible Spending Accounts
ICHRA for health insurance
Paid Annual Leave (Time off)
Vision insurance
$46k-73k yearly est. 6d ago
Relationship Banker
First Horizon Corp 3.9
Finance associate job in Chattanooga, TN
Schedule: Monday through Thursday 8:30AM to 4:30PM, Friday 8:30AM to 6:15PM, Saturday 8:30AM to 1:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and Business Development
* Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
* Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
* Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
* Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
* Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
* Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
* Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
* Assist banking center management with "on the job training" of new associates.
* Assist with dual control vault responsibilities and audit controls.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
* High school diploma or general education degree (GED)
* 2 - 5 years of experience as a Universal Banker or Teller
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite, Salesforce
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$32k-37k yearly est. 33d ago
Financial Analyst - FT - Days (74358)
Hamilton Health Care System 4.4
Finance associate job in Dalton, GA
Duties include playing a key part in driving financial insight, supporting strategic decisions, and contributing to reporting, budgeting, forecasting, and financial planning efforts. Work with finance, revenue cycle and payor contract management to develop and monitor trends and opportunities. Assist with productivity analysis and reporting, revenue tracking and payor analysis and modeling. Remains current with cutting-edge data management tools. Work with available software programs to maintain and maximize software effectiveness, accuracy and ease of use for end users. Position may lead and/or participate in organizational projects or teams to support organizational strategies.
How much does a finance associate earn in Chattanooga, TN?
The average finance associate in Chattanooga, TN earns between $32,000 and $100,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Chattanooga, TN
$57,000
What are the biggest employers of Finance Associates in Chattanooga, TN?
The biggest employers of Finance Associates in Chattanooga, TN are: