JOB TITLE: Financial Aid Administrator DIVISION: Enrollment Management SUPERVISOR'S TITLE: Director of Financial Aid & Scholarship DEPARTMENT: Office of Financial Aid & Scholarships BASIC FUNCTIONS: Under the general supervision of the Director of Financial Aid & Scholarships, the Financial Aid Administrator is responsible for a variety of activities which include performing Federal Verification, managing and administering Federal Grant and Federal Direct Loan Programs, and assisting with Title IV refund calculations. This position requires extensive knowledge of federal, state, and institutional policies; fiscal integrity and stewardship.
PRINCIPAL ACCOUNTABILITY
Assist in the administration, awarding and coordination of financial aid programs while adhering to federal, state, and institutional policies and procedures.
Counsel students concerning financial aid issues
Reviews documentation on files selected for the Verification process and resolves discrepancies Interpret and implement federal, state and institutional regulations as they relate to packaging, budgets and disbursements of funds.
Assists with document data entry into the PowerFAIDS System
Administer and supervise the implementation of all the institution's financial aid policies, office procedures and funding programs
Ensure financial aid compliance with internal and external guidelines.
Perfo1m Title IV refund calculations for students who withdraw from their program of study and returns funds as necessary
Troubleshoots and resolves all issues related to the technical application of processes
Provide advising throughout the financial aid process to prospective, new and current students, their families and graduates. Must have a thorough knowledge of available types of financial aid, scholarships and general student eligibility criteria.
In conjunction with the Director, confirm student eligibility for aid awards prior to disbursement and processes disbursement of all aid awards to the Student Accounts Office
Assists with periodic audits of the PowerFAIDS system to identify and fix errors in order to maintain data standards
Keep abreast of federal and state regulatory changes
Interpret and implement federal, state and institutional regulations as they relate to packaging, budgets and disbursements of funds
Works collaboratively with staff and other departments to resolve programmatic issues, implementation of PowerFAIDS & Jenzabar system enhancements, and establish training schedules
Assists with the completion of annual reports and surveys when necessary.
Ensure security, confidentiality, and safety of financial aid records, promissory notes, etc.
REQUIRED KNOWLEDGE SKILLS AND ABILITIES
Understanding of federal, state, institutional and private sources of financial aid. Knowledge of federal regulations and Title IV programs
Ability to communicate effectively with students, prospective students, Benedict faculty and staff, and local community members
Must be able to obtain clearance for NSLDS (National Student Loan Data System), COD (Common Origination and Disbursement) and CPS (Central Processing System) access within 60 days of employment
A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines.
Comfortable applying judgment and working both independently and in a team. Writes quickly and clearly in language understood by students & parents
MINIMUM TRAINING AND EXPERIENCE
At least 2 years of professional experience in business, accounting, or related experience.
Experience with and knowledge of automated student information systems; excellent interpersonal communication and organizational skills
Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation.
Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice.
**Responsibilities:**
+ Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects.
+ Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time
+ Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions.
+ Configure the system to the customers' expectations and requirements
+ Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc.
+ Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative!
**Skills and Requirements:**
+ 1 year of work experience in an office environment, preferred.
+ Bachelor's degree or equivalent experience in Computer Science, Finance, or related field.
+ Passion for exceptional customer service.
+ Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations.
+ Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint
+ Travel to customer site, when needed.
**Why Choose Cognizant Workday practice?**
+ Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance.
+ Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance.
+ Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs.
+ Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion.
+ Committed to giving back to improve our communities and environmental impact.
+ Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses.
**Salary and Other Compensation**
Applications are accepted on an ongoing basis.
The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Location**
New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area.
**Work Authorization**
Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role.
**Disclaimer:**
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
_Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
$75k yearly 20d ago
Finance Manager
Mazda of Columbia 4.9
Finance associate job in Columbia, SC
Job Description
Mazda of Columbia is seeking an experienced and dedicated Finance Manager to join our team in Columbia, SC. The ideal candidate will play a critical role in overseeing the financial operations of our dealership, ensuring accuracy, compliance, and efficiency while driving profitability.
Responsibilities
Manage all aspects of the position CIT and PVR.
Ensure compliance with financial regulations and company policies while maintaining PVR over $2000
Maintain the stores sales process and early manager introduction
Must bill out daily and keep CIT under 7 days.
Collaborate with other departments to support business objectives.
Prepare and present financial reports to management monthly
Lead motivate and inspire the sales staff.
Requirements
Must maintain PVR over $2000
Proven experience as a Finance Manager or similar role, in the automotive industry.
Strong knowledge of financial software and tools.
Exceptional analytical, organizational, and leadership skills.
Excellent communication and interpersonal abilities.
Ability to work under pressure and meet deadlines.
Benefits
Competitive salary ranging from $120,000.00 to $375,000.00 per year, paid semi-monthly.
Health, dental, and vision insurance.
Retirement plan options.
Paid time off and holidays.
Opportunities for professional development and advancement.
Supportive and dynamic work environment.
About the Company
Mazda of Columbia is a leading automotive dealership committed to providing exceptional customer service and quality vehicles to the Columbia, SC community. We value integrity, teamwork, and innovation, and we strive to create a workplace where our employees can grow and succeed.
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$103k-160k yearly est. 30d ago
Financial Analyst, Corporate
Palmetto GBA 4.5
Finance associate job in Columbia, SC
Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but we've been part of the national landscape for more than seven decades, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina … and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies, allowing us to build on various business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team!
Position Purpose:
Provides key financial reports/analysis to support senior management in planning/evaluation requirements/meeting financial objectives related to strategic investments/acquisitions. Performs market research/competitive analysis/valuation/financial modeling services and due diligence efforts. Prepares/documents complex financial analysis projects that are highly non-routine. Reviews/prepares financial statements/forecasts that involve extractions of financial data.
Logistics: Companion Life - one of BlueCross BlueShield of South Carolina's subsidiary companies.
Location: This position is full-time (40-hours/week) Monday-Friday in a typical office environment. You will work an 8-hour shift scheduled during our normal business hours of 8:00AM-5:00PM. This role is located at 1301 Gervais St, Suite 900 Columbia, SC 29201.
What You'll Do:
Reviews and researches strategic corporate finance projects such as mergers and acquisitions, investment opportunities, and other project as assigned by executive staff.
Performs complex statistical, cost and financial analysis of data to determine costs of business activities. Interprets financial transactions in order for management to make economic or business decisions, determine past financial performance, and/or to project a financial probability.
Reviews and/or prepares financial statements, builds financial models, and researches potential acquisitions for areas of the company which do not have an appointed accounting staff.
Completes special projects such as financial statement analysis, impairment analysis requiring discounted cash flow techniques, audited financial review, vendor analysis, forecasting, general ledger reconciliations, preparation of AD HOC and custom reports, etc.
To Qualify For This Position, You'll Need The Following:
Bachelor's in a job-related field
7 years financial analysis experience with a bachelor's degree, OR 3 years financial analysis experience with a masters degree and CPA license.
Strong communication and decision-making skills. Able to compile complex information, design reports and analyze data.
Excellent presentation, organization, and research skills. Academic and practical knowledge of generally accepted accounting principles (GAAP). Excellent analytical and modeling skills, in-depth knowledge of financial statement analysis and a strong understanding of corporate finance concepts such as discounted cash flow and valuation methodologies.
Required Software and Tools: Microsoft Office.
We Prefer That You Have the Following:
Strong Proficiency in Microsoft Excel.
Our Comprehensive Benefits Package Includes The Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment.
Subsidized health plans, dental and vision coverage
401k retirement savings plan with company match
Life Insurance
Paid Time Off (PTO)
On-site cafeterias and fitness centers in major locations
Education Assistance
Service Recognition
National discounts to movies, theaters, zoos, theme parks and more.
What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company.
What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements.
Equal Employment Opportunity Statement
BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations.
We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company.
If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis.
We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information.
Some states have required notifications. Here's more information.
$48k-78k yearly est. Auto-Apply 11d ago
Commercial Finance Manager
Dentsu Group Inc.
Finance associate job in Columbia, SC
Merkle is a leading technology-enabled, data-driven customer experience management (CXM) company. For over 30 years, Fortune 1,000 companies and leading nonprofit organizations have partnered with us to build and maximize the value of their customer portfolios.
We are champions for meaningful progress and we strive to be a force for good-for our people, for our clients, for the industry and for our society. We keep our people at the center, creating space for growth, understanding and learning so they can thrive. We embed diversity, in our mindset, in our solutions and in our teams to empower an inclusive, equitable and culturally fluent environment. Building this culture within our teams makes us better collaborators with each other and with our clients, driving better outcomes for all. Merkle is an agency of dentsu.
Job Description
Dentsu is looking for an enthusiastic self-motivated Commercial Finance Business Partner who thrives in a fast-paced environment. The successful candidate is comfortable having direct and thoughtful dialogue with both internal and external clients, understands the basics of revenue and expense accounting, has experience with pricing strategies to effectively advise the business on favorable commercial terms, and has attention to detail to review and redline complex legal contracts, including master agreements and statements of work.
Primary responsibilities include (1) acting as a commercial advisor to the business and sales teams on pricing, revenue recognition, margin improvement, client disputes, and other ad hoc financial issues (2) partnering with the business on development of complex pricing commercial models.
Activities include:
* Understand Merkle's primary service offerings and understand IFRS revenue principles to related revenue streams.
* Develop innovative pricing models with clear and concise messaging
* Review material client contracts for overall earnings and risk management considerations and act as the primary escalation point for risk considerations identified by team members.
* Collaborate with legal and the commercial contracts team on corporate risk management
* Lead client negotiations of contracts, pricing and general finance matters
* Escalate economic risk issues to senior and executive management as they arise.
* Monitor project level profitability and coordinate with delivery on margin improvement
* Build deep, trusted relationships with sales, client team, and capability leaders to ensure honest and efficient conversations occur regarding revenue recognition and contract management.
* Regularly identify opportunities to improve current processes, policies, procedures and controls to enhance delivery of world-class service to both internal and external customers.
* Ensure the identification of opportunities to minimize contract risk and coordinate commercial risk mitigation measures.
* Prepare contract/commercial risk assessments and deliver contract briefings to business unit/service line leadership, as required.
* Responsible for timely processing of pricing and contract activities against established service levels through Salesforce tool and manage dashboard metrics.
* Develop, implement, and ensure compliance with appropriate strategic commercial approach, based on contract type (i.e. Retainer, Deliverables, T&M).
Qualifications:
* BA/BS from a four-year college or university and 5 - 10 years of Finance, Accounting, and / or Contract related responsibilities
* Experience managing financial and business operations in a customer-focused service firm
* High level of proficiency in Microsoft Office suite, specifically with Word and Excel.
* Ability to build strong relationships and earn respect quickly across the organization.
* Ability to collaborate with other groups such as Legal, Accounting, Sales Support, as well as to motivate and negotiate effectively with key employees, top management, and external clients
* Ability to comprehend, analyze, and interpret complex business documents and respond effectively to the sensitive issues
* Ability to prioritize and complete daily workload and projects with minimal supervision and in accordance with deadlines and shifting priorities
* Ability to interact and communicate professionally with all levels of management, multiple geographies, internal subject matter experts, legal staff, vendors, and clients
* Ability to synthesize information from a variety of sources and present it in a meaningful and concise way
At dentsu, we believe great work happens when we're connected. Our way of working combines flexibility with in-person collaboration to spark ideas and strengthen our teams. Employees who live within a commutable distance of one of our hub offices, currently located in Chicago, metro Detroit, Los Angeles, and New York City, are required and expected to work from the office three days per week (two days per week for employees based in Los Angeles). Dentsu may designate other Hub offices at any time. Those who live outside a commutable range may be designated as remote, depending on the role and business needs. Regardless of your work location, we expect our employees to be flexible to meet the needs of our Company and clients, which may include attendance in an office.
The anticipated salary range for this position is ($94,000-$152,375). Actual salary will be based on a variety of factors including relevant experience, knowledge, skills and other factors permitted by law. A range of medical, dental, vision, 401(k) matching, paid time off, and/or other benefits also are available. For more information regarding dentsu benefits, please visit dentsubenefitsplus.com
#LI-HYBRID #LI-REMOTE
Location:
Columbia
Brand:
Dentsu
Time Type:
Full time
Contract Type:
Permanent
Dentsu is committed to providing equal employment opportunities to all applicants and employees. We do this without regard to race, color, national origin, sex , sexual orientation, gender identity, age, pregnancy, childbirth or related medical conditions, ancestry, physical or mental disability, marital status, political affiliation, religious practices and observances, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
Dentsu is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with us, please send an e-mail to ApplicantAccommodations@dentsu.com by clicking on the link to let us know the nature of your accommodation request and your contact information. We are here to support you.
$94k-152.4k yearly Auto-Apply 50d ago
Private Client Banker - (New Build) Irmo - Columbia, SC
Jpmorgan Chase & Co 4.8
Finance associate job in Columbia, SC
JobID: 210704727 JobSchedule: Full time JobShift: : 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: **************************************************************************
The Accounting & Financial Reporting Intern will require confidence, independent action, initiative, a sense of urgency, and the ability to make decisions. A well-suited candidate can react and adjust quickly to changing risks and come up with practical ideas for dealing with them. The style is purposeful, and directed at getting things done quickly. Our interns are invaluable to the team, and we appreciate the unique perspectives and fresh ideas they bring to our projects. Interns at AgFirst significantly contribute to accomplishing business objectives while gaining invaluable experience in their field of study and building their network. Our structured summer program includes opportunities for presenting to executive leadership, professional development, and building camaraderie with your intern group through volunteerism. Don't miss this opportunity to make your resume! What you'll do You'll provide support for:
AgFirst's Accounting operations and systems, and Financial Reporting processes
Assist with tasks related to reconciling, balancing, and reviewing the Bank's general ledger
Support the month-end and quarter-end close
Assist with the preparation and review of the Bank and District's financial statements
What you'll need
Undergraduate or Graduate student majoring in Finance, Accounting, or Business Management
Strong analytical and quantitative skills with a solid understanding of GAAP accounting
Detail oriented
Proficient in Excel and Word
Excellent written and oral communication skills
Strong problem-solving and organizational skills
Systems Learning Partner - Columbia, SC (Hybrid) The Systems Learning Partner is responsible for supporting the design, development, and delivery of training programs focused on loan systems and related bank applications. This role contributes to curriculum creation, technical documentation, and the facilitation of learning experiences that enhance understanding of financial systems across the district. It plays a key role in ensuring training materials are accurate, accessible, and aligned with operational needs.
What You'll Do:
Systems Learning Facilitation
- Deliver engaging training sessions through instructor-led classes, webinars, and virtual platforms, ensuring a positive and effective learning environment.
- Support e-learning initiatives by assisting in the development, deployment, and maintenance of interactive, accessible digital training content.
- Coordinate training logistics, including scheduling, communication, attendance tracking, and feedback collection in collaboration with internal teams.
Systems Instructional Design
- Develop and deliver training on Bank systems, products, and processes, ensuring content is clear, engaging, and aligned with business goals and adult learning principles.
- Collaborate across teams to support system implementations by creating timely, effective training resources and identifying learning needs with district associations.
- Maintai n training quality through regular content reviews, accessibility checks, and process simplification to ensure accuracy and relevance.
Learning Project Management
- Support learning system projects by coordinating with stakeholders to align training plans with project goals, timelines, and deliverables.
- Organize and manage training logistics, including materials, schedules, tools, and vendor resources to ensure smooth execution.
- Monitor progress and provide feedback from training sessions to improve learning strategies and ensure quality and consistency.
What You'll Need:
- Bachelor's Degree required in Human Resources Management, Organizational Leadership, Business Administration, Education, or related discipline.
- At least three (3) to five (5) years of experience with bank operation IT systems, with at least two (2) or more years of experience delivering systems training in a financial services organization. Strong knowledge of instructional design methodologies and adult learning theory.
Nice to Have:
- Proficiency in e-learning authoring tools (e.g., Articulate 360 or Camtasia) and Learning Management System (e.g., Cornerstone)
- Prior experience with financial systems (e.g., DNA or nCino)
$40k-66k yearly est. 3d ago
Premier Private Banker II
South State Bank
Finance associate job in Columbia, SC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures.
Work Location: 520 Gervais Street Columbia, South Carolina 29201
Equal Opportunity Employer, including disabled/veterans.
$31k-64k yearly est. 6d ago
Private Client Banker - (New Build) Irmo - Columbia, SC
JPMC
Finance associate job in Columbia, SC
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: **************************************************************************
$31k-64k yearly est. Auto-Apply 60d+ ago
Investigator Financial Analyst II
Parexel 4.5
Finance associate job in Columbia, SC
Parexel is looking for changemakers who are driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. **Job Title** : Investigator Financial Analyst II **Job Introduction** : At Parexel, we are a leading Clinical Research Organization company specializing in delivering life-changing medicines to patients. We are seeking an **Investigator Financial Analyst** **II** to join our team. As an Investigator Financial Analyst, you'll be joining a fast-paced, driven environment that's helping to make life-changing differences to patients by steering the investigator budget management for crucial projects. Through the collaboration and diversity of the Investigator Payment Division the Investigator Financial Analyst is provided with opportunities to excel and discover where your skills can take you.
**Who we are looking for** :
Curious individuals interested in understanding investigator budget economic drivers. Who are detailed-oriented while assisting in translating the clinical conduct into a financial impact and proactively advising the project leader and the project financial analyst on how to influence critical budget and cash flow levers to prevent negative impact project financials.
**What you'll do** :
+ Lead the monthly investigator payment forecast cycle and support project analysis requirements, including a review of accruals, costs incurred, contracts signed, and patients enrolled.
+ Collaborate with clients, clinical team members, and other members of the organization to gather information and/or explain the financial impact of the observed clinical conduct.
+ Manage all required variance analyses for the set of projects, with insight and identify risks in the project forecast and to the budget.
+ Present updates on financial status of investigator payments for assigned projects and create information in response to client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio.
**Why join us:**
Be part of groundbreaking projects that are pushing the boundaries of the industry.
Experience a collaborative and inclusive work environment that highly appreciates your expertise.
Unlock your full potential with professional growth and development opportunities.
Enjoy work life balance and flexible working hours.
**Parexel US Benefits** :
+ Health, Vision & Dental Insurance
+ Tuition Reimbursement
+ Vacation/Holiday/Sick Time
+ Flexible Spending & Health Savings Accounts
+ Work/Life Balance
+ 401(k) with Company match
+ Pet Insurance
Full list of benefits available here: ***********************************
**About Parexel International:**
At Parexel we embrace flexibility and understand that in today's fast-paced world, employees need to balance their careers with their personal lives. Come join us where learning is constant, and you're exposed to a world of experiences and open doors.
If this job does not sound like the next step in your career, but perhaps you know of someone who'd be a perfect fit, send them the link to apply!
\#LI-REMOTE
EEO Disclaimer
Parexel is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to legally protected status, which in the US includes race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
$61k-100k yearly est. 18d ago
Finance Manager
Richland Library 4.2
Finance associate job in Columbia, SC
Richland Library is seeking to hire a Full-Time Finance Manager at our Main location. Sample Duties:
Key Responsibilities
Provide leadership and guidance to finance team members, influencing workflows and priorities to achieve departmental goals.
Collaborate with staff to plan and manage daily activities, ensuring timely completion of financial tasks.
Maintain compliance with GAAP, GASB, and all federal, state, and local regulations; research legislation and advise on financial risks.
Oversee accounting records, payroll operations, and financial reporting with accuracy and integrity.
Manage month-end close, reconciliations, and bank statement reviews; monitor restricted accounts.
Support Accounts Payable, Purchasing, and Procurement processes; perform audits to ensure internal control compliance.
Maintain and update the general ledger, including accounts, funds, and grants; process all revenue streams.
Handle treasury management, including fund transfers and investment tracking.
Partner with HR on payroll and benefits audits; ensure proper recording of payroll liabilities.
Oversee fixed asset inventory and safeguard procedures.
Manage financial transactions for Friends and Foundation of Richland Library; reconcile donor and financial databases.
Prepare for and support annual audits, grant reporting, and contract management.
Review and maintain contracts and related documentation.
Stay current on best practices and participate in professional development activities.
Deliver exceptional customer service aligned with Richland Library's brand promises.
Preferred Qualifications
Master's degree in Business Administration or Finance.
Six (6) years of managerial experience in government accounting.
Minimum Qualifications
Bachelor's degree in Accounting, Finance, Business Administration, or related field.
Ten (10) years of directly related experience, including at least three (3) years in a supervisory capacity.
Equivalent combinations of education and experience will be considered.
Location, Salary & Hours:
Where: Richland Library Main, 1431 Assembly Street, Columbia, SC 29201
Salary Range: $70,000 - $85,000 annually plus excellent benefits.
Hours: 37.5 hours per week:
Monday - Friday 9:00am - 5:30 pm to include evening, weekend and/or emergency hours possible.
Job Role & Level: L3; Pay Grade & Salary Band: 8; FLSA Status: Exempt
** Richland Library may change location and schedule of any library job.
Deadline: Open Until Filled. However, we reserve the right to close this posting without notice. We encourage applicants to apply as soon as possible.
No phone calls and/or in person inquiries regarding status of applications. Applicants selected for interview will be contacted by phone.
Why the Richland Library?
Richland Library is a vibrant, contemporary organization that provides resources and information that advance the Midlands. Offering state-of-the-art technology, a great variety of literary and cultural programs and 12 bustling facilities located throughout the county, Richland Library offers a truly customized, modern library experience for residents and visitors alike.
The Richland Library is an award-winning, forward-thinking public library system because of our exceptional, diverse staff, who are passionate about serving our community. Be a part of our team and help us to continue to fulfill our mission to help our customers learn, create and share.
We are guided by our shared Vision: “to enhance the quality of life for our entire community”; and by strategic objectives including advancing our community, having an engaged staff who make a significant positive difference, and enhancing the experience and outcomes of customers who interact with Richland Library.
We are an equal opportunity employer; we consider all qualified candidates without regards to race, color, sex (to include pregnancy, childbirth, and all related medical conditions), religion or belief, gender identity, sexual orientation, national origin, age, genetic information, disability, military or veteran status, marital status, or any basis prohibited by federal, state or local law. The Library also complies with the Americans with Disabilities Act and applicable state and local laws with regard to providing reasonable accommodation for qualified individuals with disabilities. Please indicate if you need assistance completing any forms or to otherwise participate in the application process.
$70k-85k yearly 40d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Columbia, SC
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 18d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Columbia, SC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$27k-33k yearly est. Auto-Apply 60d+ ago
Controlling Financial Analyst
Continental Tire The Americas, LLC 4.8
Finance associate job in Sumter, SC
Continental is a leading tire manufacturer and industry specialist. Founded in 1871, the company generated sales of 39.7 billion in 2024 and currently employs around 95,000 people in 54 countries and markets. Tire solutions from the Tires group sector make mobility safer, smarter, and more sustainable. Its premium portfolio encompasses car, truck, bus, two-wheel, and specialty tires as well as smart solutions and services for fleets and tire retailers. Continental has been delivering top performance for more than 150 years and is one of the world's largest tire manufacturers. In fiscal 2024, the Tires group sector generated sales of 13.9 billion euros. Continental's tire division employs more than 57,000 people worldwide and has 20 production and 16 development sites.
Are you ready to shape the future with us?
Performing controlling and financial analyst functions as required in a manufacturing environment. Responsible to provide meaningful information to the management for profitability improvement, for the accuracy of analysis and the completeness of month end closing and budget tasks as well other duties.
**YOUR TASKS:**
+ Analyze manufacturing variations and other account analysis.
+ Investigate manufacturing cost situations and propose methods and programs for improving financial results of the Sumter plant.
+ Generate daily, weekly, monthly reports as requested from the management (and any associated analysis) and discuss it with department managers.
+ Represent controlling in business team meetings.
+ Establish or revise processes and procedures where required.
+ Check and release shopping and personnel requests.
+ Assisting in financial analysis for new investments.
+ Ensuring completeness of month end closing (including Forecast) and budget process tasks (e.g. analysis of variations, fix costs, balance sheet items, preparation of D-Charts)
+ Driving the plant to meet financial goals for all operative activities that impact Sumter financial performance.
+ Manage the implementation of new controlling tools / processes and procedures as directed from central manufacturing controlling, the Americas and/or worldwide HQ.
+ Take over additional tasks within the Controlling team as a substitute for (as example but not limited) investment controlling, product costing.
+ Ensure implementation of measures and maintain controls, raise awareness and provide information about ESH responsibilities and duties, ensure immediate notification and response, and initiate preventive measures in case of unsafe or polluting hazards, demonstrate exemplary personal behavior in ESH and motivate others
+ Perform other duties / assignments as directed by the Plant Controller.
**What you bring to the role:**
+ Bachelor's Degree in Accounting, Finance or related field
+ Financial Controlling experience in a Manufacturing environment
+ Ability to understand and apply US GAAP and IFRS
+ Legal authorization to work in the U.S. is required.
+ Continental is able to offer visa support and relocation for internal candidates.
**Additional ways to stand out:**
+ MBA
**THE PERKS**
+ Immediate Benefits
+ Paid Time Off
+ Tuition Assistance
+ Employee Discounts, including tire discounts
+ Competitive Bonus Programs
+ Employes 401k Match
+ Diverse & Inclusive Work Environment
+ Employee Assistance Program
+ Future Growth Opportunities, including personal and professional
+ And many more benefits that come with working for a global industry leader!
All your information will be kept confidential according to EEO guidelines.
**EEO-Statement:**
EEO / Disabled / Protected Veteran Employer. Continental offers equal employment opportunities to all qualified individuals, without regard to unlawful consideration to race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, veteran status, or any other status protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities for qualified individuals with a disability and protected veterans, where they apply. To be considered, you must apply for a specific position for which Continental has a current posted job opening. Qualifying applications will be considered only for the specific opening(s) to which you apply. If you would like to be considered for additional or future job openings, we encourage you to reapply for other opportunities as they become available. Further, Continental provides reasonable accommodations to qualified individuals with a disability. If you need assistance in the application process, please reply to ******************** or contact US Recruiting at ************. This telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application, if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a call back.
Ready to drive with Continental? Take the first step and fill in the online application.
$53k-88k yearly est. 5d ago
Patient Financial Services (PFS) Account Representative I
NCMH External Candidates
Finance associate job in Newberry, SC
Are you ready to make a meaningful impact in the lives of others while working in a supportive, community-focused environment?
Newberry Health is seeking a full-time Patient Financial Services (PFS) Account Representative I to join our exceptional team.
Located in Newberry County, SC, Newberry Health is a 90-bed, acute-care, independent, not-for-profit hospital recognized with the Joint Commission Gold Seal of Approval. We are proud of our strong leadership, dedicated staff, and commitment to providing high-quality care for our patients.
Job Summary:
The Patient Financial Services Account Representatives are responsible for analyzing accounts receivable, resolving unpaid claims and handling billing inquiries. This includes follow up with third party payers as well as patients to ensure that payment is received in accordance with the payer contract. PFS Account Representatives comply with all applicable federal and state billing laws and regulations. Work is performed collaboratively with all team members of hospital departments, physicians and physician office staff, third party payers and patients to ensure accurate and timely payment.
Requirements
Education and Experience:
Associates Degree or higher or High School Diploma or equivalent with two (2) years or more of specific revenue cycle job-related experience
Successful completion of basic medical terminology course work
Proven knowledge of Microsoft products to include; Outlook, Excel and Word
Excellent written and verbal communication skills
Ability to multi-task and prioritize
Versatile and flexible, willing to work within constantly changing priorities
Prior experience with the Meditech BAR system
Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR)
Exhibits effective and independent decision-making skills
Certificates, Licenses, and Registrations:
Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR)
Newberry County Memorial Hospital provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$24k-37k yearly est. 60d+ ago
Senior Relationship Banker
First Horizon Bank 3.9
Finance associate job in Columbia, SC
**Weekly Scheduled Hours** : Monday through Friday 9:00AM to 5:00PM 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 the most complex assignments.
**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 meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel.
- 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.
**SUPERVISORY RESPONSIBILITIES**
No supervisory responsibilities
**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)
- 5+ years of experience
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
Microsoft Office Suite, Salesforce
**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)**
None required.
**NMLS Language**
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 (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
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.
$29k-34k yearly est. 38d ago
Financial Services Representative - State Farm Agent Team Member
Robbie Streett-State Farm Agent
Finance associate job in Lexington, SC
Job DescriptionBenefits:
Competitive salary
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Robbie Streett - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$24k-37k yearly est. 15d ago
Private Client Banker - (New Build) Irmo - Columbia, SC
Jpmorganchase 4.8
Finance associate job in Columbia, SC
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-92k yearly est. Auto-Apply 3d ago
Analyst, Financial II
Palmetto GBA 4.5
Finance associate job in Columbia, SC
Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but we've been part of the national landscape for more than seven decades, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina … and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies, allowing us to build on various business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team!
Position Purpose:
This position will be responsible for reviewing contracts within our risk management program, assist with insurance renewals, and assist with items associated with the captive as well as Ad Hoc and scheduled reporting on claims.
Logistics: BlueCross and BlueShield of South Carolina-Corporate
Location: This position is full-time (40-hours/week) Monday-Friday in a typical office environment. You will work an 8-hour shift scheduled during our normal business hours of 8:00AM-5:00PM. This role is located at 4101 Percival Road, Columbia, SC 29229.
This position is not eligible for sponsorship now or in the future.
What You'll Do:
Performs moderately complex statistical, cost and financial analysis of data to determine costs of business activities. Interprets financial transactions in order for management to make economic or business decisions, determine past financial performance, banking and investment fees and income analysis, and/or to project a financial probability.
Develops financial reports for forecasting/trending/results analysis. Helps gather information/assists in preparation of annual strategic plan and operating plans. Prepares materials for presentation. Participates in the creation of data marts, involving complex calculation of source data to achieve end results in a data element that can be queried efficiently/effectively. Records/classifies/summarizes financial transactions and events in accordance with GAAP.
Responsible for assisting with the functions of the corporate budget model. May recommend budget adjustments, and other cost improvement measures. Provides summary and detailed cost and budget reports and analyses to management or other financial analysts.
Applies working knowledge of applicable laws and regulations. Verifies documents for completeness and compliance. Ensures expenses are allocated appropriately and exercises judgment within defined procedures and practices to determine appropriate action to resolve out of balance issues and related system problems.
Assists with updating the accounting system with procurement related information. Monitors the indirect cost pools established for the company.
To Qualify For This Position, You'll Need The Following:
Required Education: Bachelor's in a job-related field.
Required Work Experience: 2 years of financial analysis experience.
Required Software and Other Tools: Excellent understanding of Microsoft Office.
Required Skills and Abilities: Strong communication. Able to compile information, design reports and analyze data. Excellent research and analytical skills. Knowledge of group financial statements. Academic and practical knowledge of generally accepted accounting principles (GAAP).
We Prefer That You Have The Following:
Preferred Work Experience: Experience with professional liability or commercial insurance risk insurance.
Preferred Software and Other Tools: Proficiency in Microsoft Word and Excel.
Our Comprehensive Benefits Package Includes the Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment.
Subsidized health plans, dental and vision coverage
401k retirement savings plan with company match
Life Insurance
Paid Time Off (PTO)
On-site cafeterias and fitness centers in major locations
Education Assistance
Service Recognition
National discounts to movies, theaters, zoos, theme parks and more.
What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company.
What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements.
Equal Employment Opportunity Statement
BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations.
We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company.
If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis.
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How much does a finance associate earn in Columbia, SC?
The average finance associate in Columbia, SC earns between $32,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Columbia, SC
$55,000
What are the biggest employers of Finance Associates in Columbia, SC?
The biggest employers of Finance Associates in Columbia, SC are: