Commercial Banking Specialist
Finance associate job in Travelers Rest, SC
Salary: $55,000-$65,000
Is this your perfect fit?
Would you love a role where you can get out in the community to visit business clients?
Would you love to work in Travelers Rest near all the local shops and restaurants?
Do you enjoy working with innovative banking technology and helping businesses succeed?
If that describes you, we need to talk!
What your future day will look like:
Partner with business clients to deliver tailored Cash Management and Merchant Services solutions, both in person and over the phone.
Oversee ACH and wire transactions, ensuring accuracy and timely processing of outgoing files.
Compile detailed reports, conduct client reviews, and support audits and compliance activities.
Manage new account setups, perform risk evaluations, and maintain precise documentation for all services.
Create training resources and sales tools to empower Relationship Bankers and branch teams.
Act as a resource for electronic banking inquiries, providing prompt and effective support to employees and customers.
Keep records organized and compliant with retention standards while handling additional tasks as needed.
Benefits offered: Medical, dental, 401K, PTO
Type: Direct Hire
To be a champion in this role, you will need:
Post-secondary degree or banking education preferred.
Familiarity with business accounting, ERP, POS, CRM, and payroll solutions.
Understanding of applicable laws and regulations (BSA, GLBA, TISA, Reg-E, ACH rules, etc.).
Proficiency with technology, including hardware (computers, scanners, merchant machines) and software (Microsoft Word, Excel, Access).
Clean background and credit check
We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps.
If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for.
Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
Financial Marketing Intern
Finance associate job in Greenville, SC
Job Description
Financial Marketing Intern
Greenwood Capital Associates | Greenville, SC
Greenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. GCA Wealth, a division of Greenwood Capital, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and for the future, we work strategically and collaboratively with their other Advisers in implementing client comprehensive financial plans. Learn more at ************************
What We're Looking For
Greenwood Capital is seeking a self-motivated, diligent individual to serve as a Financial Marketing Intern. This internship position has an emphasis on content marketing and social media, and this role will balance creativity and technical aptitude to create materials, analyze metrics, and provide support for firm initiatives. Under the direction and coaching of the Marketing Manager, this role will collaborate with both the Investment and Wealth teams. The ideal candidate has a strong understanding of brand marketing, analytics, and the financial markets.
Role
10 hours/week
Remote, In-office (Greenville), or hybrid
What You Can Expect
Write clear, compliant copy for various mediums (e.g. website, blog posts, social media, newsletters).
Under guidance of Marketing Manager: create content for Facebook, LinkedIn, and Instagram, staying within brand guidelines. Design graphics, edit videos, write copy, and format posts.
Design and edit digital and physical promotional materials including invitations, flyers, and presentations.
Assist Marketing Manager with the preparation of reports, presentations, and metrics for internal and external shareholders.
As needed: Provide support for virtual and in-person events, including preparing feedback and analyzing data to evaluate ROI.
Adhere to all regulations, compliance and firm policies, procedures, and delegated authorities.
Skills & Education Requirements
College or Graduate Level Student. Preferred Majors: Marketing, Business, Digital Communications, Finance, Communications, Journalism.
Proficient in MS Office and Canva
Excellent writing skills and attention to detail
Vimeo, Wordpress, and video editing experience preferred
Strong interpersonal, communication, and presentation skills
Ability to meet deadlines in a self-motivated and independent environment
This is a part-time, paid position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction.
About Greenwood Capital Associates
Our Mission: To Serve Our Clients, Our Communities, and Our Associates
Greenwood Capital is a 40-year, investment advisory firm registered with the Securities and Exchange Commission, headquartered in SC, with more than $1.3 billion in assets under management. Greenwood Capital is an affiliate of Countybank as of 2008. In 2017, Greenwood Capital expanded its Greenville, SC operation to a dedicated office in the Countybank building on McBee Avenue in downtown Greenville, and in 2018, Greenwood Capital relocated its corporate office to 425 Main Street in Greenwood, SC.
How We Give Back
The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.
In addition to the Foundation's contributions, Countybank and Greenwood Capital employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank and Greenwood Capital volunteer with local charitable and civic organizations.
Learn More
Visit us at ************************
Private Banker - Greenville, SC
Finance associate job in Greenville, SC
Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. n Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
Position Overview:
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinance Intern (Spring 2026)
Finance associate job in Greenville, SC
What to expect:
Part-time internship between 15-20 hours a week
Flexible work schedule
In-depth agency exposure through job shadowing opportunities
Company trainings
The Finance Intern will support the Business Services & Finance team in the development of various tasks, including but not limited to:
Assist with invoicing and auditing; prepare materials to send to prospective/existing clients; manage administrative jobs.
Assist in financial modeling and forecasting
Conduct market research and obtain quotes from vendors/suppliers.
Support preparation of monthly financial reports
Analyze budgets and cost structures
Help with data entry, reconciliation, and documentation
Requirements
Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field
Excellent organizational skills
Strong analytical and quantitative skills
Desire to learn and grow
Proficiency in Microsoft Excel
Attention to detail and ability to manage multiple tasks simultaneously
Excellent written and verbal communication skills
Private Banker - Greenville, SC
Finance associate job in Greenville, SC
Primary Office Location:101 E. Washington Street Suite 100. Greenville, South Carolina. 29601.Join our team. Make a difference - for us and for your future.n
Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment
Position Overview:
This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client.
Primary Responsibilities:
Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys.
Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development.
Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities.
Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation.
Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
5
Special Skills:
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Detail-oriented
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
Ability to work and multi-task in a fast paced environment
Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells
Strong underwriting acumen and prior experience with closed referrals to Wealth preferred
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier required
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyFinance Manager
Finance associate job in Greer, SC
Job Summary:
We are seeking a detail-oriented and experienced Plant Finance Manager to join our team. The Finance Manager will be responsible for the overall manufacturing product costing, ensuring accurate financial reporting, and providing insights to support the local operation team decision-making. This role will play a critical role in budgeting, forecasting, and improving cost efficiency across the organization in ASCT.
Responsibilities:
1. Cost Management:
• Collaborate with R&D and procurement departments to calculate the material costs for the US factory, standardized cost calculation principles, and perform standard cost accounting based on system requirements.
• Regularly maintain and update the standard cost data in the system based on the results of standard cost accounting.
• Conduct monthly PPV (Purchase Price Variance) analysis and update standard cost data promptly based on the reasons for variances to minimize PPV discrepancies.
2. Cost efficiency:
• Analyze production variance and efficiency differences, promote cost reduction and efficiency improvement (such as material purchase cost reduction, optimizing the supply chain, process improvement, etc.)
• Analyze the reasons for inventory discrepancies and adjust inventory management processes and data accordingly.
• Participate in the formulation of pricing strategies and provide support for product cost estimation.
3. Budget & Forecast Management:
• Take the lead in preparing the factory's annual budget, track the implementation status, and conduct regular budget-actual comparison analysis.
• Manage the factory's cash flow and optimize working capital (accounts receivable, inventory, accounts payable cycles).
4. Department Expense Control:
• Standardize the application, reimbursement, approval, and related financial processing procedures for non-production materials, and improve existing processes.
• Produce monthly expense reports, organize monthly cost meetings, identify improvement projects, and drive their implementation.
5. Tax and Compliance:
• Ensure the factory's tax compliance (value-added tax, income tax, customs duties, etc.) and complete local tax declarations in a timely manner.
• Research local tax preferential policies (such as subsidies, tax exemption periods) to strive for tax cost optimization.
• Prevent financial risks and improve internal control processes (such as expense approval, inventory checking).
6. Cross-Departmental Collaboration
• Support departments such as production, procurement, and logistics, and provide financial data as a basis for decision-making (such as capacity investment return analysis).
• Promote financial digitalization (such as BI tools, automated reports).
7. Temporarily tasks assigned by leadership.
Qualifications:
• Bachelor's degree in accounting, Finance, or a related field.
• Over 10 years of experience in cost accounting within the manufacturing industry.
• In-depth understanding of cost accounting principles and practices.
• Proficiency in related software (e.g., SAP, Oracle, PowerBI) and Microsoft Excel.
• Experience with ERP systems and data analysis tools.
• Familiarity with cost accounting in compliance with US GAAP.
• Proficiency in both Chinese and English expression
• Excellent analytical and problem-solving skills. Strong attention to detail and accuracy.
• Ability to work independently and communicate effectively with cross-functional teams.
• Self-driven, willing to take challenges.
• Purse continuous improvement, prepare to roll up sleeve and get things done.
• Engaged, work under pressure, working with passion and sense of responsibility. Preferred Qualifications:
• CPA or CMA certification is preferred.
• Familiarity with lean manufacturing principles and practices.
• Work well in global and multi-culture environment is preferred
Auto-ApplyFinance Internship Paid
Finance associate job in Simpsonville, SC
Job DescriptionDescription:
American Plastics, headquartered in St. Louis, Missouri, is a leading designer and manufacturer of innovative plastic-injection molded products for the household & garage storage and commercial cleaning end-markets. We are searching for a Finance Intern for our Simpsonville, SC location. The Finance Intern will work standard office hours, with flexibility provided to accommodate the candidate's academic schedule. This position will report to the Controller.
Responsibilities for this position include:
• Understanding of P&L, balance sheet
• Will be introduced to manufacturing cost accounting, including the development and application of fully absorbed manufacturing rates, as well as detailed variance analysis against standard costs.
• Will learn our manufacturing ERP system
• Assist in maintaining bill of materials and product costing data in ERP system
• Proactively evaluate and recommend productivity improvements using either financial or non-financial KPI's
• Development and support of reliable internal control processes and procedures
• Timely and accurate completion of assigned monthly closing processes
• Responsible for preparing and delivering daily, weekly, and monthly reporting of key analytical metrics
• Actively participate in financial planning, annual budgeting, and forecasting processes
• Provides analytics that anticipate change and drive proactive decision-making processes
• Assist Division Controller in management of capital planning, approval process and ROI tracking
• Ability to work cross functionally with leadership across plant and other business units
Requirements:
• Pursuing Bachelor's degree in finance or accounting or relevant work experience
• Intern in manufacturing accounting experience a plus
• Previous experience or exposure in auditing, cost accounting or process improvement is a positive
• Highly motivated and results driven
• Excellent communication skills
• Solid MS Office Skills: MS Excel, PowerPoint, and Technical Writing Skills
f you are interested in joining the?American Plastics?team and want to work in a fast-paced, progressive environment, we want to hear from you. ?We offer a competitive salary and 401k match for our interns.
Finance Manager- FP&A (US)
Finance associate job in Greenville, SC
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $91,000 - $136,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Finance
**Job Description:**
**Department Overview:**
The US Retail Finance FP&A team is responsible for a broad range of segment-level Finance activities. These include oversight of the month-/quarter-end close process, and the development & presentation of consolidated monthly/quarterly results, P&L planning/forecasting and a wide variety of recurring & ad hoc analytics for a senior executive audience including the segment CFO, Group Head and Management Committee. The team is also responsible for expense and FTE reporting materials provided to the Enterprise, including to the bank's CFO and CEO, and to external stakeholders via the US Retail sections of the bank's quarterly and annual reports (both quantitative and qualitative). FP&A also works closely with Strategy to collectively "tell the story" of the US Retail segment, and works collaboratively with a number of various stakeholders across the Enterprise.
The Finance Manager provides a range of strategic Finance advice, analysis and support for key business areas/portfolios as assigned. Proactively manages senior relationships in order to provide seasoned and deep business insights, decision support and guidance and works closely with various stakeholders and team members as required.
**Depth & Scope:**
+ Scope of role may have pan-business impact and focus is on comprehensive reviews, specialized analysis, audits and/or initiatives with a yearly time span
+ Accountable for conducting financial analysis/research, reviews and/or audits to support functional goals/objectives
+ May act as interface with Finance partners/leaders and external parties
+ Serves as a source of advice to senior management in field of specialty; may lead team(s) of related specialists/experts
+ Undertakes and completes a variety of complex projects and initiatives requiring seasoned business partner specialist knowledge and/or the integration of cross functional processes within own area of expertise
+ Work is guided by policies and industry standards/methods
+ Requires innovative thinking to develop new solutions
+ Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders
+ Works autonomously as the lead and guides others within area of expertise
**Education & Experience:**
+ Undergraduate degree
+ 7+ years of relevant experience
+ Accounting or financial designation preferred
**Preferred Qualifications:**
+ Data & Analytics Skills - data organization/visualization, data management including reporting automation and system reconciliations
+ Communication & Contextual understanding - taking financial results and communicating the impact and messaging to senior leadership
+ Ownership - end to end ownership of reporting processes, proactive problem solving, and self-starting ability
+ Experience with Essbase
**Customer Accountabilities:**
+ Works closely with business partners to gain deep understanding of the business and relevant objectives in order to contribute to the strategic direction of respective business and/or the enterprise
+ Formulates relevant and meaningful data analysis through comprehensive data visualization tools, profiling tools, segmentation, as well as leveraging advanced modeling and analytics
+ Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
+ Effectively communicates relevant/meaningful recommendations on a range of finance management issues or related operational processes to all levels within the organization
+ Acts as a subject matter expert for LOB Finance area supported and provides guidance/advice and recommendations to support dealings with internal/external partners
+ Identifies and develops key business performance measures or metrics for own area and ensures benchmark/best practice information is shared with appropriate parties
+ Works to maximize shareholder value by developing key strategies/tactics for own unit and by conducting business and/or financial analysis to support key business decisions and the achievement of business partner or department objectives
+ Leverages advanced data and analytics where possible to ensure business leaders are provided with comprehensive information to enable strategic decision support
+ Develops and/or assesses significant business cases/new initiatives applying expertise and ensuring criteria for own area are met (e.g., taxation, accounting practices, forecasted rates of return, evaluate outcomes, test assumptions, interface with others for appropriate input, identify benchmarks)
+ Proactively partners and supports the business to develop business, financial, operational, or organizational strategy for the organization
+ Ensures alignment between business segment and enterprise goals/thresholds
+ Provides strategic insights and proposes solutions for the organizations they support that deliver superior risk adjusted profitability
+ Creates "story-telling" presentations on business performance (competitive analysis, etc.)
+ Acts as a catalyst in driving forward initiatives critical to delivering strategy
+ Develops and implements growth strategies
+ Partners with the business to develop financial plans and forecasts
+ Applies management-level focus
**Shareholder Accountabilities:**
+ Acts as a respectful "challenger" to provide alternative points of view
+ Leads the development/implementation of new financial models, operating service standards, methodologies, frameworks and paradigms to support on-going reporting, audit and/or analysis functions for own area
+ Synthesizes complex and vast amount of information and translates into actionable insights and strategy
+ Monitors and analyzes financial performance, acting as custodians of cost
+ Adheres to enterprise frameworks or methodologies that relate to activities for our business area
+ Ensures respective programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
+ Consistently exercises discretion in managing correspondence, information and all matters of confidentiality and privacy; escalates issues where appropriate
+ Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
+ Participates in cross-functional/enterprise initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations
+ Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/policies/practices
+ Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist
+ Identifies/recommends/supports the implementation of actions/remediation plans to address performance/risk/governance issues
+ Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk based management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge transfer within the team and business unit
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Services Representative (Temporary)
Finance associate job in Greenville, SC
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinance Manager
Finance associate job in Greer, SC
F&I Managers are responsible for the sale of finance and insurance programs and other appropriate after-sale protection items to new and used vehicle guests. F&I Managers are responsible for finalizing every transaction by making sure the deal is approved, funded, all applicable paperwork is accurate and complete and follow up with guests to make sure the sale is complete.
Goals and Expected Behaviors:
1.Increase/improve guest retention and loyalty for the entire dealership and company while achieving excellent guest service scores
Greet guests, employees and visitors with a smile in a friendly manner
Fulfill commitments
Assist guests anytime and anywhere in the dealership
Insure guests have a surprisingly great experience
Act, speak, dress and behave professionally at all times
Anticipate the guests needs by listening and asking clarifying questions
2.Manage finance and insurance department
Sells financing, credit life, extended contracts, warranties and after sale protection items
Convert cash deals to finance opportunities
Understands and complies with federal, state and local regulations that affect the new and used vehicle and finance departments
Completes all necessary paperwork for vehicle sales and leases
Insures accuracy and completeness of all paperwork for correct title, lien information, taxes, signatures and other documents before forwarding to accounting
Maintains orderly insurance files, takes all credit applications and insures collection of all finance and insurance fees
Create value in the vehicle and the dealership by knowing the product and what is available for the guest
3.Ensure Professional Guest Service
All deals are handled in a professional and ethical manner
Thoroughly explains aftermarket products and extended warranties to guests
Listens to the guest to determine what they are looking for and what protection items best meet their needs
4.Other duties as assigned
Essential Functions of the Position
Operate a phone, computer and other general office equipment
Work with the public in a professional and guest centric manner
Communicate with guests, vendors, managers, and co-workers
Listen to guests and understand what they are saying
Ability to read, understand and follow instructions
Answer questions regarding vehicles, the dealership and service
General knowledge of vehicles
Skills, Education and Certification Requirements:
Good computer skills and demonstrated ability to learn other programs
Ability to effectively build a rapport with others
Very strong listening skills
Valid in-state driver's license
Acceptable motor vehicle record
Good communication skills
Organizational and time management skills
Attention to detail
Ability to accurately and efficiently complete forms and paperwork related to a deal
Resilient and creative
Associates Degree or equivalent experience
Physical Demands
Sits at a computer or other desk for extended periods of time
Operates a computer with a monitor
Operates a telephone
Travels throughout the dealership and lots occasionally on foot
Why Automotive:
Career growth: Endless opportunities for career development within our organization, with development programs and training to get you where you want to be.
Stability: Even through these uncertain times, Anderson Automotive Group was able to continue to provide excellence in our communities
Technology: There is no industry more exciting than Automotive. From keyless entry vehicles to electric cars, there is always something new happening in the industry. You can be a part of these exciting changes.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Greenville, 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.
Auto-ApplyPersonal Banker II
Finance associate job in Greenville, SC
The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%).
Opens all types of personal and business accounts and prepares related documentation (50%).
Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyPersonal Banker II
Finance associate job in Greenville, SC
The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%).
Opens all types of personal and business accounts and prepares related documentation (50%).
Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyFinancial Analyst - Commercial
Finance associate job in Anderson, SC
TTI Consumer Power Tools, Inc has an opening in its Anderson, SC location for a Financial Analyst within the Commercial Finance department. We offer competitive wages and a comprehensive benefits package -- tuition assistance, 401(k), medical/dental/vision coverage, vacation, and holidays.
Primary Responsibilities
Drive strategic decision-making by developing, analyzing, and presenting product and customer profitability insights to senior leadership
Partner with FP&A to prepare comprehensive monthly Product and Customer P&L statements with variance analysis and trend commentary
Provide financial guidance for key product categories through ongoing P&L review, margin analysis, and performance tracking
Design and maintain critical KPIs and financial dashboards to monitor product portfolio performance and profitability trends
Lead and support cross-functional initiatives and special projects requiring financial analysis, modeling, or business case development
Facilitate Quarterly Business Operations Reviews by preparing executive-level financial materials and supporting management discussions
Conduct ad-hoc profitability analyses to evaluate pricing strategies, promotional effectiveness, and product mix optimization opportunities
Collaborate with Product Management teams to assess new product launches, product lifecycle decisions, and portfolio rationalization efforts
Support the monthly financial close process including journal entries, account reconciliations, and reporting requirements for assigned product lines
Other duties as assigned
Requirements/Knowledge:
Strong proficiency with MS Office applications, particularly Microsoft Excel & Microsoft Access
Previous SAP and/or HFM (Hyperion Financial Management) experience is a plus
Proficiency in accounting, and financial analysis
Flexible, self-starter with ability to work independently
Detail oriented with strong commitment to quality, accuracy, and continuous improvement
Team-oriented with ability to interact with all levels of employees in a professional and positive manner
Results driven individual with a track record to support
Excellent communication (verbal and written) and interpersonal skills
Project management skills, organized, ability to multitask with careful attention to detail
Strong analytical skills
Experience:
Bachelor's degree in Accounting, Finance, or Information Technology.
1-3+ years' finance and accounting experience - preferably for a large corporation
Experience leading/managing projects highly desired
Experience within a global manufacturing organization with multiple reporting units preferred
Auto-ApplyPersonal Banker I
Finance associate job in Highlands, NC
The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
* Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
* Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
* Opens all types of personal and business accounts and prepare related documentation (25%).
* Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
* Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
* Deposit accounts
* Debit and Credit cards
* Safe deposit boxes
* Official checks
* Any other bank product or service
* Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
* Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
* Interfaces with customers via telephone or in person.
* Must be able to support multiple branch locations as needed.
* Exhibits effective communication
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
* Achieves activity and growth goals as well as customer satisfaction objectives.
* Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
* Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
* Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
* Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
* Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
* Inputs and follows through with loan applications following operational and regulatory requirements.
* 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
* Completes annual compliance courses.
* Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
* Adheres to all levels of our Service Excellence standards.
* Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED); or the equivalent combination of education and experience.
* Work related experience could consist of reception or secretarial duties in a business environment.
* Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
* Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
* Excellent organizational and time management skills - ability to work with minimal supervision.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
* Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bank Reconciliation Specialist
Finance associate job in Spartanburg, SC
Description Bank Reconciliation Specialist Full-Time | Corporate Office About Security FinanceSecurity Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you are looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity. Step into a role where your attention to detail truly matters. In this position, you will keep our central bank accounts on track by monitoring activity, reconciling balances, and handling essential accounting work from posting and updates to routine audits. It is a steady, hands-on role that keeps the financial engine running smoothly and gives you room to grow your skills. What You Will Do
Reconcile select intercompany cash accounts.
Reconciliation of assigned accounts with reconciliation software systems within daily and monthly deadlines.
Communicate and maintain good rapport with banking contacts concerning reconciling issues, statement errors, branch customer service issues, check cashing issues, etc.
Correspond with branch locations and supervisors regarding reconciling items, researching and resolving.
Research of returned checks; corresponding with branch locations to reverse and resolve from customers' accounts and clearing with bank transactions.
Utilize current software and banking websites and perform due diligence on disbursement accounts outstanding checks for escheatment.
Will have primary responsibility for one or more of the below activities and provide backup support for others:
Reconciliation of live check accounts, identifying fraudulent/counterfeit activity, correspo0nd with field personnel, bank contacts and legal team to resolve.
Reconciliation of centralized bank accounts with reconciling software, identifying fraudulent activity and follow-up to prevent monetary losses.
Reconciliation of stand-alone bank accounts within reconciling software, identifying fraudulent activity and follow-up to present monetary losses.
Reconciliation of electronic payment transactions within reconciling software daily and monthly.
Prepare, maintain, and compile excel spreadsheets for chargebacks, refunds, and credits.
Prepare daily transactional book file postings for all electronic transactions and imports into General Ledger.
Prepare monthly postings of ICA fees for all electronic transactions and imports into General Ledger.
Compile debit card reports and provide to upper management monthly to analyze trends.
Reconciliation of PFS ACH Dealers, both Cash and Clearing Accounts monthly.
Reconciliation of Prepaid Debit Cards, both Cash and Clearing Accounts monthly.
Monitor field location funding needs via Increase Cash Supply (ICS) and Decrease Cash Supply (DCS) request; generate ACH transactions via banking website and forward for final approval.
Process and approve PFS ACH Dealers in Home Office for ACH payment.
Verify completion of PFS ACH Request Verification Form and Complete ACH dealer setup as requested.
What You Need to Succeed
High school diploma or equivalent
2 - 4 years relevant experience, specifically related to reconciliation work.
Computer literate with strong Excel skills.
Strong mathematic, problem solving, detail oriented, and customer service skills.
Working knowledge of GAAP.
Working knowledge of bank and general ledger account reconciliation.
Ability to work as a member of a team in a fast-paced work environment.
Why You Will Love Working With Us
Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility.
Long-term career growth
Hands-on leadership
Strong community presence
High standards of customer care
A supportive team environment
Benefits
Medical, dental, vision, and life insurance
Paid time off and paid holidays
401(k) with company match
Employee assistance program
Extensive training and professional development
Opportunities for advancement throughout the company
Ready to Join Us?If you are looking for a career with a company that values stability, professional growth, and a culture of support, we'd love to speak with you.Apply today and take your next step with Security Finance!This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
Auto-ApplyFINANCIAL AID SPECIALIST & OUTREACH
Finance associate job in Spartanburg, SC
The Financial Aid Specialist serves as the initial point of contact for students and families, providing guidance on financial aid processes and assisting with applications and document intake. This position manages communications, schedules appointments, and supports the Financial Aid Office's front-facing operations. In addition, the Specialist coordinates outreach initiatives, including FAFSA completion events, high school visits, and community presentations, to promote financial aid awareness and access. The role requires a strong understanding of financial aid programs and policies, excellent communication skills, and the ability to work both independently and collaboratively to ensure excellent service and regulatory compliance. A commitment to excellence is essential.
Areas of Responsibility:
* Serve as the initial point of contact for all visitors to the Financial Aid Office. Triage inquiries and direct students, families, and visitors to the appropriate staff or office. Assist applicants with completing the FAFSA, scholarship forms, and other required documentation. Deliver exceptional customer service by answering questions, guiding visitors, and addressing general inquiries promptly and professionally.
* Plan and coordinate events, including FAFSA nights, high school visits, and other outreach initiatives. Provide presentations, guidance, and support to students and families throughout Spartanburg County schools. Assist with other enrollment events and outreach initiatives to support student engagement and promote financial aid awareness.
* Manage Slate communications for events, including email campaigns and text messaging, ensuring accurate distribution and follow-up.
* Manage office communications, including phone calls, voicemail, emails, and text messages, ensuring they are routed promptly to the appropriate staff member. Maintain professional and courteous interactions at all times.
* Schedule and manage appointments, coordinating meetings for students, families, and staff as needed.
* Receive and review financial aid documents for completeness and accuracy. Ensure proper organization and routing of documents to the appropriate staff for further processing.
* Serve as a point of contact for outside agencies, including S.C. Vocational Rehabilitation, Department of Social Services, and other relevant organizations, providing requested information and support.
* Performs other related duties as assigned to support the overall operations and goals of the Financial Aid Office.
Skills, Knowledge and Abilities:
* Excellent organizational skills, attention to detail and efficiency in recordkeeping.
* Ability to work well with individuals with diverse backgrounds.
* Ability to communicate effectively both verbally and in writing.
* Ability to establish positive working relationships with members of the college community and members of the public.
* Ability to work independently to perform assigned tasks.
* Demonstrated public presentation skills.
* Advanced proficiency with Microsoft Office suite, especially Excel
* Preferred experience with Ellucian Colleague, Technolutions Slate, and/or NextGen Dynamic Forms.
* Preferred experience with Department of Education's FAFSA Partner Connect and related sites such as COD, NSLDS, and FAFSA Partner Portal.
* Willingness to work evening hours and weekends as needed.
Working Conditions:
The work is normally performed in an office environment which, at times, will require significant contact with students and family members. The work will include public presentations both on and off campus. Some evening and weekends hours as needed.
Physical Requirements:
* Light physical exertion. Normally seated, standing, or walking at will. Periodic handling of parcels or supplies. Use of handcart for transporting admissions materials.
* Ability to access office files and make public presentations.
* Manual and physical dexterity and visual acuity are needed to operate a computer keyboard and handle paper documents.
* Sufficient near vision acuity to read information appearing on a computer monitor, in handwritten form, and printed on paper.
* Adequate hearing and verbal abilities to communicate effectively in person and by telephone.
Education and Experience:
* Bachelor's degree required.
* Minimum of one (1) to three (3) years of experience in higher education preferred.
* Knowledge of South Carolina state aid is preferred, but not a requirement.
* Bilingual in Spanish is preferred
About the College: Founded in 1911, Spartanburg Methodist College is a private residential liberal arts institution serving a diverse student population within the United Methodist Connection. Since its founding as the first co-op school in the nation, SMC has remained dedicated to its mission to connect education and employment. After over 100 years as an Associate Degree granting institution, the college launched its first bachelor's degree in 2019. SMC is growing significantly, adding new programs, and consistently evaluating operations because of a campus-wide commitment to innovation and a passion for designing all campus programs to serve its student population intentionally. Today, the college's emphasis on education and employment includes a unique professional development concentration comprised of eight required courses for students seeking associate and bachelor's degrees. SMC is committed to its student demographic and believes that global impact is possible through their success.
Spartanburg Methodist College does not discriminate on the basis of race, color, creed, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation or any legally protected status in any personnel action regarding the recruiting, hiring, and promotion of faculty and staff members.
All offers of employment are contingent upon satisfactory results of a background investigation. SMC participates in the federal E-Verify program.
SMC does not maintain an open application file. Unsolicited resumes will not be considered.
Finance Intern (Spring 2026)
Finance associate job in Greenville, SC
Job DescriptionDescription:
What to expect:
Part-time internship between 15-20 hours a week
Flexible work schedule
In-depth agency exposure through job shadowing opportunities
Company trainings
The Finance Intern will support the Business Services & Finance team in the development of various tasks, including but not limited to:
Assist with invoicing and auditing; prepare materials to send to prospective/existing clients; manage administrative jobs.
Assist in financial modeling and forecasting
Conduct market research and obtain quotes from vendors/suppliers.
Support preparation of monthly financial reports
Analyze budgets and cost structures
Help with data entry, reconciliation, and documentation
Requirements:
Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field
Excellent organizational skills
Strong analytical and quantitative skills
Desire to learn and grow
Proficiency in Microsoft Excel
Attention to detail and ability to manage multiple tasks simultaneously
Excellent written and verbal communication skills
Personal Banker I
Finance associate job in Highlands, NC
Job Description
The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
Opens all types of personal and business accounts and prepare related documentation (25%).
Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Relationship Banker
Finance associate job in Gaffney, SC
Primary Office Location: 217 North Granard Street. Gaffney, South Carolina. 29341. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
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