Financial Associate
Finance associate job in Montgomery, AL
FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Associate
Finance associate job in Montgomery, AL
FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
* Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
* Answer incoming calls, whether externally or internally;
* Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
* Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
* Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
* Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
* Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
* Balance cash drawer periodically throughout the day and/or at least daily
* Miscellaneous projects and other duties as requested by Management
* Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
* High School diploma or equivalent
* Previous banking or cash handling experience preferred
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
* Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
* Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
* Ability to apply general accounting knowledge processes (debits, credits, balancing)
* Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
* Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
* Detail oriented and organized
* Excellent interpersonal and communication skills
* Integrity, discretion, and respect for confidential information are absolutely essential
* Willingness to adapt to change
* Work within a variety of different software and web applications
* Able to prioritize duties and effectively manage time
* Analytical and problem-solving skills
* Attend work on a regular basis, on time, and withstand varying degrees of stress
* Excellent interpersonal and communication skills
* Maintaining a professional, business-like appearance and demeanor
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Analyst
Finance associate job in Montgomery, AL
**Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise.
**Job Summary**
We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now!
**Job Description**
CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.**
**What You'll Do**
+ Understand the business so you can lead financial discussions and point out areas of concern/opportunity
+ Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built
+ Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns
+ Assess monthly financials for discrepancies and error reporting
+ Prepare monthly forecasts for operating divisions and cost centers
+ Prepare ad hoc reports to support management in financial decision making
+ Provide payroll documentation for salary and bonus payouts
+ Prepare financial reports for Return on Investment, and other decision support models
+ Understand the business operations of divisions and cost centers to provide business support
+ Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses
+ Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins
**What You'll Need**
Required:
+ Bachelor's Degree in Accounting/Finance/Business Administration
+ 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting
+ Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables)
Preferred:
+ Experience with Workday is highly preferred
+ Strong analytical and problem-solving skills
+ Strong communication and collaboration skills
+ Ability to develop presentations and MS Word documents
+ Ability to understand financial statements
**Physical Demands**
+ Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards
+ Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc.
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor
**\#LI-JE1**
**Reasonable accommodation statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111.
$70,000 - $80,000
The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
Financial Analyst
Finance associate job in Selma, AL
What if you were given the opportunity and responsibility to make a difference? At International Paper, you control your destiny. We offer challenging assignments and total rewards in countries around the world. When we say infinite possibilities, we mean it. Apply now and join a community that improves people's lives, the planet and our company's performance by transforming renewable resources into products people depend on every day.
**Position Title** **:**
**Financial Analyst**
**Pay Rate** :
$89,000- $118,600
_Multiple factors, including Individual experience, skills and abilities will determine where an employee is ultimately placed in the pay range._
_Variable pay may provide additional opportunities for financial awards. This job is eligible to participate in IP's short -term incentive plan._
**Category/Shift** :
Salaried Full-Time
**Physical Location** :
601 County Rd 78
Selma, Al
**The Job You Will Perform:**
Position Scope:
Job responsibilities will include interacting with mill operations personnel on a day-to-day basis, as well as performing routine financial assignments. These assignments can include measuring progress against meeting various objectives, analyzing business results, developing an annual budget and preparing short-term forecasts.
Position Responsibilities:
+ The Analyst will work closely with a variety of different leaders within the department and mill to deliver on the following responsibilities:
+ Display safety leadership above all things and at all times.
+ Actively participate as a member of a business unit
+ Review/analyze key performance measures and variances
+ Develop the annual budget and assure that product cost information is accurate.
+ Monthly reporting and communication of financial performance against objectives.
+ Ensure accurate and timely financial and operating statistical information for the identification of potential business problems and opportunities.
+ Ensure compliance of efficient internal controls on all transactions of company assets and interests, including legal, state and local taxes and insurance claims.
+ Ensure that the facility maintains accurate books and records in accordance with generally accepted accounting principles and that the business is conducted in compliance with established corporate, sector and division policies, procedures and practices.
+ Lead cost reduction initiatives within the finance business unit and the mill
+ Develop tools that increase visibility of process impacts on mill financial performance and increase accuracy of monthly forecasting.
**The Skills You Will Bring:**
+ Bachelor's degree in Finance, Accounting, Business Administration or other related field is required.
+ Pulp and Paper mill experience with at least five (5) years of industry experience is preferred
Desired Skills:
+ Personally exhibit safety as a core value and effectively communicate a shared vision for safety
+ Possess leadership, interpersonal skills, and the ability to drive change
+ Represent both company policy and direction, as well as actively advocate for department needs and concerns
+ Quickly develop thorough knowledge of department and mill operations processes, equipment and systems
+ Utilize excellent communication and interpersonal skills with the ability to communicate to groups and individuals at all levels
+ Approach positional responsibilities in an inclusive manner by engaging all team members in area, department, and mill
+ Ability to take large amounts of data and distill it into information which can be acted on
+ Excellent Excel skills
+ Work effectively within a team
+ Utilize strong organizational skills to handle multiple tasks effectively
+ Analyze problems and develop solutions independently or with teams
+ Make timely and effective decisions
**The Benefits You Will Enjoy:**
International Paper offers a benefits package that includes health, welfare and retirement plans, including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term and Long-term Disability, 401(k), Company-funded retirement contributions, Paid Time Off, Education & Development (including Tuition Reimbursement), Student Loan Repayment Assistance, and Voluntary Benefits including insurance for home, auto, vision and pets.
**The Career You Will Build:**
Leadership and promotional opportunities within a global company. Practical safety leadership experience in a heavy manufacturing environment. Networking and relationship building across the organization.
**The Impact You Will Make:**
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're **Proud to be IP** .
**The Culture You Will Experience:**
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
**The Company You Will Join:**
International Paper (NYSE: IP) is the global leader in sustainable packaging solutions. With company headquarters in Memphis, Tennessee, USA, and EMEA (Europe, Middle East and Africa) headquarters in London, UK, we employ more than 65,000 team members and serve customers around the world with operations in more than 30 countries. Together with our customers, we make the world safer and more productive, one sustainable packaging solution at a time. Net sales for 2024 were $18.6 billion. In 2025, International Paper acquired DS Smith creating an industry leader focused on the attractive and growing North American and EMEA regions. Additional information can be found by visiting internationalpaper.com
International Paper is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. International Paper complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact reasonable.accommodations@ipaper.com or **************.
Selma AL 36701-8311
Share this job:
Location:
SELMA, AL, US, 36701-8311
Category: Finance
Date: Nov 22, 2025
If you are not finding suitable opportunities, please click below to join our talent community!
Financial Associate (Part-time)
Finance associate job in Auburn, AL
Details** Information **Requisition Number** S4707P **Home Org Name** Entomology and Plant Pathology **Division Name** College of Agriculture Title** Financial Associate (Part-time) **Job Class Code** DE02A **Appointment Status** Part-time
**Part-time FTE**
.50
**Limited Term**
Yes
**Limited Term Length**
**Job Summary**
**This is a part-time (50%) one year, limited term appointment renewable upon satisfactory job performance and availability of funds.**
The individual selected for this position will assist with routine financial transactions and payment services for the department of Entomology and Plant Pathology.
**Essential Functions**
Responsibilities include, but are not limited to the following:
+ Assist faculty, staff, and students with general financial matters, including travel vouchers and payment of invoices on vendor vouchers.
+ Assist with purchasing card reconciliations each month.
+ Prepare collections reports and journal vouchers (budget transfers and departmental error corrections).
+ Prepare purchase requisitions and work with faculty and staff to secure all required backup documentation (quotes, vendor disclosures, sole source, software approvals, etc.).
+ Assist the departmental accountant and department chair with other financial matters as needed, including generating reports, entering salary wage transfers, entering labor distribution EPAFs, etc.
+ Perform other duties as assigned.
**Why Work at Auburn?**
+ **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
+ **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
+ **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
+ **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
+ **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
**Minimum Qualifications**
High school diploma or equivalent and 4 years of experience in financial support services.
Degrees accepted in lieu of experience
Minimum Skills, License, and Certifications
**Minimum Skills and Abilities**
**Minimum Technology Skills**
Demonstrated proficiency and experience working with MS Excel
**Minimum License and Certifications**
Desired Qualifications
**Desired Qualifications**
Desired qualifications include knowledge of or experience with Auburn University's financial policies and procedures.
Posting Detail Information
**Salary Range**
$31,200 - $37,200
**Job Category**
Business/Accounting/Finance
**Working Hours if Non-Traditional**
**City position is located in:**
Auburn
**State position is located:**
Alabama
**List any hazardous conditions or physical demands required by this position**
**Posting Date**
08/25/2025
**Closing Date**
**Equal Opportunity Compliance Statement**
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite (*************************************** to learn more.
**Special Instructions to Applicants**
**Quick Link for Internal Postings**
*******************************************
**Documents Needed to Apply**
**Required Documents**
1. Resume
2. Cover Letter
**Optional Documents**
Financial Services Representative (Overstaff)
Finance associate job in Selma, AL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
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.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
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-ApplyMember Contact Center Financial Services Representative
Finance associate job in Montgomery, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA RequirementsPhysical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
Finance associate job in Montgomery, AL
JobID: 210687278 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyFinancial Analyst I
Finance associate job in Tallassee, AL
* Develops integrated revenue/expense analyses, projections, reports and presentations. * Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately. * Operational support - supports month end reporting, short term forecast and financial measurements.
* Performs financial forecasting and reconciliation of internal accounts.
* May lead and direct the work of others.
* Relies on experience and judgement to plan and accomplish goals.
* Performs related duties and special assignments as assigned.
* Coordinates with the Financial staffs in the annual and monthly forecasting process assuring integrity of information and performance measurements that are consistent and meaningful to senior management.
* Job duties may entail limited travel.
Skill Requirements:
* Proficient computer skills and abilities with Microsoft Office products (Outlook, Excel, PowerPoint, etc).
* Knowledgeable with a variety of finance concepts, practices and procedures.
* Plans, conducts and supervises complex and varied assignments in such areas as costs, budgets, forecasts and finance.
* Strong analytical abilities, self directed with a high degree of self-motivation.
* Excellent written and verbal communication skills.
* Ability to work under tight deadlines and deliver high quality work product.
Education and Experience Requirements:
* Bachelor's Degree and 2-4 years of experience in related field.
Licensing or Special Certification Requirements:
* Valid Drivers' license.
Physical Requirements:
* Ability to work at a personal computer for extended periods of time
Working Conditions:
* Occasionally lifts and carries up to 15 pounds.
* Some of work time is spent standing, walking, lifting and bending.
* Works within an automotive components manufacturing office setting and may be exposed to heat, cold and fumes/chemicals.
Financial Aid Specialist-Scholarships (Reopened)
Finance associate job in Montgomery, AL
Under the supervision of the Director of Financial Aid,the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
Essential Duties and Responsibilities
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aidin compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures,and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Qualifications
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Application Procedures/Additional Information
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS: Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
Finance associate job in Montgomery, AL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyRelationship Banker II
Finance associate job in Montgomery, AL
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Coach and serve as a mentor to Relationship Bankers and Tellers.
* Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
* Handle the cash shipment and vault management for a branch.
* Ability to handle the origination of consumer loans.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
* Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
* Be able to register with the National Mortgage Licensing System and Registry (NMLS)
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Prior supervisory experience in a retail or bank environment
* Prior experience processing consumer or mortgage loans
* 2 years of banking industry knowledge specifically of the Relationship Banker position
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
Auto-ApplyFinancial Aid Specialist-Scholarships (Reopened)
Finance associate job in Montgomery, AL
Under the supervision of the Director of Financial Aid, the Financial Aid Specialist provides assistance in administering federal, state, and institutional financial aid programs as prescribed by Federal and State Regulations and Institutional Polices while maintaining a high level of customer service. The Financial Aid Specialist also assists in the processing of student financial aid by maintaining documentation to determine student eligibility for grants and scholarships.
Salary Schedule E2 03
* Provides excellent customer service as the financial aid first-line of contact for new students, current students, and parents.
* Advises students about financial aid eligibility, application procedures, available financial aid programs, educational costs, and other financial aid-related matters.
* Maintains current knowledge of federal, state, and institutional policies, procedures, and guidelines that relate to financial aid.
* Oversees scholarship programs such as institutional scholarships and transfer scholarships to include the review of scholarship applications, student notifications, awarding, disbursing, and reconciling funds using the Banner system.
* Independently evaluates students' financial aid and scholarship applications and exercises professional judgment in making award decisions.
* Maintains a scholarship calendar with deadlines to award institutional scholarships in a timely manner and updates policy and procedure manuals to administer scholarship programs.
* Generates reports for the review and analysis of scholarship statistics.
* Conducts the Free Application for Federal Student Aid (FAFSA) completion sessions either in person or virtually.
* Present financial aid workshops to students, parents, and high school counselors in the College's service area in person or virtually.
* Assists in the Titan Training sessions conducted by the Enrollment Management Team for new students.
* Review Automic Reports and other assigned reports.
* Independently performs review of verification and other processes, including conflicting data resolution of a routine to complex nature for the assigned alphabetical student list to determine individual eligibility for Federal and State financial aid in compliance with respective policies and procedures.
* Utilizes the Banner system, including tracking, verification data input, awarding of federal financial aid, scholarships, and other grants.
* Advises current students on the effect of withdrawing from classes as it relates to financial aid and Satisfactory Academic Progress (SAP).
* Assist with Return to Title IV (R2T4) process due to official and unofficial withdrawals, including identification of withdrawn students, timely R2T4 calculations, and return of repayments to aid programs, notification to students, and notification to Federal Student Aid when applicable.
* Provides counseling and assistance to students and parents through in-person interviews, written communication, and telephone conversations to articulate financial aid policies, procedures, and regulations.
* Maintains accurate and confidential files for financial aid recipients in the assigned alphabetical group.
* Maintains professional development through independent research, networking, attending seminars, and workshops to maintain awareness of current and changing trends specific to student financial aid and scholarships.
* Performs other student financial aid tasks and special projects, as required.
* Remains flexible and adaptable in work schedules and work assignments as defined by the College and departmental needs assigned by the Dean of Students and the Director of Financial Aid.
* Follows through with assigned duties until completion.
* Serves on College committees as assigned.
Minimum Qualifications:
* Bachelor's Degree from a regionally accredited college or university.
* At least three years of professional experience in higher education within financial aid, admissions, registrar/student records, scholarships, or related student services area
Preferred Qualifications:
* Experience with the Ellucian Banner System or a similar ERP System.
* Demonstrated experience providing direct customer service to students in a high-volume environment.
* Three or more years of experience administering Federal Student Aid programs
* Experience interpreting and applying policies, regulations, or guidelines in an educational setting.
Required Knowledge, Skills, & Abilities:
* Must be able to maintain strict confidentiality and discretion.
* Must be able to communicate effectively, both orally and in writing.
* Must have a thorough knowledge of Title IV funding as well as federal and state regulations, policies, and procedures regarding the administering of financial aid.
* Must have a working knowledge of Microsoft Office products, including Outlook, Word, and Excel.
* Must be efficient, dependable, flexible, responsible, and motivated.
* Must be able to multitask and understand the urgency of deadlines.
* Must be able to read and interpret federal and state financial aid regulations.
* Must be able to learn and perform all essential job functions with minimal direct supervision.
* Must be able to travel between campuses.
Applicants must meet the minimum qualifications as indicated on this vacancy notice and must submit a completed online application packet to be considered for this position. Applicants who fail to submit all required information will not be considered. Only applications received during the period of this announcement will be considered. A complete application packet consists of:
* Trenholm State Community College online employment application.
* A current resume, including three (3) references.
* Copy of transcripts that demonstrate the required educational qualifications must be included and must identify the applicant, institution, degree, and date conferred.
WORK EXPERIENCE VERIFICATION
Neither a resume nor an application is appropriate verification of work experience. It is not our policy to contact current and/or previous employers to obtain employment verification. "Work experience verification is required in writing from your current and/or previous employer(s) confirming the required level of experience as stated in the "Minimum Qualifications" section and other related experience. Verification should include dates of employment and position title(s). Proof of work experience verification may be delayed until an official offer of employment using the Work Experience Verification form, which is found on the Human Resources home page. All work experience verification must be completed within 15 days following the employment offer.
APPLICATION DEADLINE: Complete application files will be accepted by the Office of Human Resources on a continuous basis and remain active for one year for available positions. Incomplete application packets will eliminate the possibility of a position opportunity.
EEOC, E-VERIFY, BACKGROUND CHECK STATEMENTS: Trenholm State Community College is an equal opportunity employer. It is the official policy of the Alabama Community College System that no person shall, on the grounds of race, color, disability, gender, religion, creed, national origin, or age, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program, activity, or employment. Trenholm State Community College will make reasonable accommodations for qualified disabled applicants or employees.
Trenholm State Community College reserves the right to withdraw this job announcement at any time prior to the awarding. More than one position in the same job classification may be filled by the applicants for this position should another vacancy occur during the search process. Any offer of employment is contingent upon a satisfactory criminal background investigation. The applicant will be responsible for the cost of the criminal background investigation.
This employer participates in E-Verify.
FP&A Financial Analyst
Finance associate job in Tallassee, AL
Company: GKN Aerospace Careers This position supports the Alabama manufacturing site within the Defense Business Line and GKN Aerospace. This is an individual contributor position and will report directly to the site's Finance Director, and will be responsible for developing and providing actionable Financial Planning & Analysis (FP&A) recommendations to key stakeholders and senior leaders to ensure sound financial and operation decisions occur. This position will be involved in a variety of financial, operational and strategic analysis, reviews and related decisions that have significant impact on the business.
Overall, this individual will have overall responsibility for all FP&A-related activities, including financial modeling and analysis and site coordination to support month-end analysis, forecasting cycles throughout the year, establishing the Budget (Annual Operating Plan) and Strat Plan (Long Range Plan over the 5-YR outlook). This position is also essential in supporting functional areas with financial analysis, ad-hoc and complex what-if/scenario-based planning, program finances and risk assessment to delivering on their commitments (e.g. indirect rate volatility, material/inflationary impacts and trend analysis), overhead/conversion cost and Forward-Pricing Rates,
Primarily alignment of financial performance will revolve around Backlog, Arrears, Sales, Operating Income, Cash, Inventory and manufacturing productivity metrics.
Job Responsibilities
* Effective oral and written communication skills will be required to effectively manage across multiple leadership levels as well as various functional and customer levels
* Analyze financial data from Cincom ERP and utilize financial models, OneStream and TM1 consolidation tools to perform financial analysis and distill into actionable reports
* Develop and utilize forward-looking data analytics, visualization, and trend analysis to inform financial strategy and decision making
* Perform analysis on customer margins in detail by contract, model and part number. Understand and explain cost components to managers to take effective action to improve margins while maintaining quality and delivery performance
* Identify and develop efficient and effective methods and practices to analyze financial results and operating data required by Purchasing, Programs and Manufacturing Operations management. Analyze this data and deliver meaningful information to management with corrective action plans. Implement and ensure performance to realize these desired financial results.
* Analyze direct and indirect labor levels and trends
* Ensure managers are kept fully informed of their spending and financial results, while maintaining a firm and creditable relationships with all levels of management
* Perform indirect cost and program costs analysis to ensure the required operating and financial performance objectives at achieved.
Job Qualifications
* BS/BA in Accounting, Finance
* 2+ years of experience in Financial Planning & Analysis
* Experience with enterprise-level cost management tools (e.g. SAP, Oracle, Cobra Cincom, Hyperion/Smartview, OneStream, TM1)
* Proficient working experience with Excel, Power Point and Reporting skills
* Must be a US Persons (US Citizen, Green Card Holder / US permanent resident, refugee or asylee) to meet export control compliance requirements
Additional Qualifications:
* Preferred experience in Aerospace and Defense industry with experience in a manufacturing environment
* Able to extract, compile and summarize financial data in such a manner that complex matters can be distilled into simple problem statements & recommendations
* Comfortable developing concise and clear executive-style presentations to support various reviews, forecasting cycles and monthly & quarterly performance briefings
* Demonstrate clear understanding and application of cost and indirect Forward-Pricing Rates (Overhead, Material Handling and SG&A) management techniques, including performance against budget and rate monitoring cadence
* Ability to work independently and meet hard deadlines
* Experience leading projects that aim to innovate tools, processes, and product
* Experience with Tableau or similar reporting/visualization tools
Financial Associate
Finance associate job in Auburn, AL
FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Answer incoming calls, whether externally or internally;
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Miscellaneous projects and other duties as requested by Management
Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
High School diploma or equivalent
Previous banking or cash handling experience preferred
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Associate
Finance associate job in Auburn, AL
FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
* Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
* Answer incoming calls, whether externally or internally;
* Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
* Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
* Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
* Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
* Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
* Balance cash drawer periodically throughout the day and/or at least daily
* Miscellaneous projects and other duties as requested by Management
* Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types.
Minimum Qualifications:
* High School diploma or equivalent
* Previous banking or cash handling experience preferred
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Skills, Abilities & Expectations:
* Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner.
* Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
* Ability to apply general accounting knowledge processes (debits, credits, balancing)
* Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
* Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
* Detail oriented and organized
* Excellent interpersonal and communication skills
* Integrity, discretion, and respect for confidential information are absolutely essential
* Willingness to adapt to change
* Work within a variety of different software and web applications
* Able to prioritize duties and effectively manage time
* Analytical and problem-solving skills
* Attend work on a regular basis, on time, and withstand varying degrees of stress
* Excellent interpersonal and communication skills
* Maintaining a professional, business-like appearance and demeanor
* Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Financial Analyst
Finance associate job in Selma, AL
What if you were given the opportunity and responsibility to make a difference? At International Paper, you control your destiny. We offer challenging assignments and total rewards in countries around the world. When we say infinite possibilities, we mean it. Apply now and join a community that improves people's lives, the planet and our company's performance by transforming renewable resources into products people depend on every day.
Position Title:
Financial Analyst
Pay Rate:
$89,000- $118,600
Multiple factors, including Individual experience, skills and abilities will determine where an employee is ultimately placed in the pay range.
Variable pay may provide additional opportunities for financial awards. This job is eligible to participate in IP's short -term incentive plan.
Category/Shift:
Salaried Full-Time
Physical Location:
601 County Rd 78
Selma, Al
The Job You Will Perform:
Position Scope:
Job responsibilities will include interacting with mill operations personnel on a day-to-day basis, as well as performing routine financial assignments. These assignments can include measuring progress against meeting various objectives, analyzing business results, developing an annual budget and preparing short-term forecasts.
Position Responsibilities:
* The Analyst will work closely with a variety of different leaders within the department and mill to deliver on the following responsibilities:
* Display safety leadership above all things and at all times.
* Actively participate as a member of a business unit
* Review/analyze key performance measures and variances
* Develop the annual budget and assure that product cost information is accurate.
* Monthly reporting and communication of financial performance against objectives.
* Ensure accurate and timely financial and operating statistical information for the identification of potential business problems and opportunities.
* Ensure compliance of efficient internal controls on all transactions of company assets and interests, including legal, state and local taxes and insurance claims.
* Ensure that the facility maintains accurate books and records in accordance with generally accepted accounting principles and that the business is conducted in compliance with established corporate, sector and division policies, procedures and practices.
* Lead cost reduction initiatives within the finance business unit and the mill
* Develop tools that increase visibility of process impacts on mill financial performance and increase accuracy of monthly forecasting.
The Skills You Will Bring:
* Bachelor's degree in Finance, Accounting, Business Administration or other related field is required.
* Pulp and Paper mill experience with at least five (5) years of industry experience is preferred
Desired Skills:
* Personally exhibit safety as a core value and effectively communicate a shared vision for safety
* Possess leadership, interpersonal skills, and the ability to drive change
* Represent both company policy and direction, as well as actively advocate for department needs and concerns
* Quickly develop thorough knowledge of department and mill operations processes, equipment and systems
* Utilize excellent communication and interpersonal skills with the ability to communicate to groups and individuals at all levels
* Approach positional responsibilities in an inclusive manner by engaging all team members in area, department, and mill
* Ability to take large amounts of data and distill it into information which can be acted on
* Excellent Excel skills
* Work effectively within a team
* Utilize strong organizational skills to handle multiple tasks effectively
* Analyze problems and develop solutions independently or with teams
* Make timely and effective decisions
The Benefits You Will Enjoy:
International Paper offers a benefits package that includes health, welfare and retirement plans, including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term and Long-term Disability, 401(k), Company-funded retirement contributions, Paid Time Off, Education & Development (including Tuition Reimbursement), Student Loan Repayment Assistance, and Voluntary Benefits including insurance for home, auto, vision and pets.
The Career You Will Build:
Leadership and promotional opportunities within a global company. Practical safety leadership experience in a heavy manufacturing environment. Networking and relationship building across the organization.
The Impact You Will Make:
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're Proud to be IP.
The Culture You Will Experience:
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
The Company You Will Join:
International Paper (NYSE: IP) is the global leader in sustainable packaging solutions. With company headquarters in Memphis, Tennessee, USA, and EMEA (Europe, Middle East and Africa) headquarters in London, UK, we employ more than 65,000 team members and serve customers around the world with operations in more than 30 countries. Together with our customers, we make the world safer and more productive, one sustainable packaging solution at a time. Net sales for 2024 were $18.6 billion. In 2025, International Paper acquired DS Smith creating an industry leader focused on the attractive and growing North American and EMEA regions. Additional information can be found by visiting internationalpaper.com
International Paper is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. International Paper complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact reasonable.accommodations@ipaper.com or **************.
Selma AL 36701-8311
Share this job:
Location:
SELMA, AL, US, 36701-8311
Category: Finance
Date: Nov 22, 2025
If you are not finding suitable opportunities, please click below to join our talent community!
Join Our Community
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
Finance associate job in Montgomery, AL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyFinancial Services Representative
Finance associate job in Prattville, AL
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: $15
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-ApplyFinancial Services Representative
Finance associate job in Prattville, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Answers incoming branch calls and emails and helps maintain a high level of service. Provides backup and support to teller line upon request or as needed. Assists with answering member contact center calls and FSR loan line as needed.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry or consumer lending experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Good written and verbal communication skills. Ability to multitask. Logic and reasoning skills. Time management skills. Microsoft Office.
ADA RequirementsPhysical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro