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Finance associate jobs in North Charleston, SC - 96 jobs

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  • Relationship Banker - Westwood Plaza Financial Center

    Bank of America Corporation 4.7company rating

    Finance associate job in Charleston, SC

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $27k-33k yearly est. 8d ago
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  • Financial Analyst

    Collabera 4.5company rating

    Finance associate job in North Charleston, SC

    Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Job Description Thorough understanding of cost input sources and Basis of Estimates Understands the basic concept of EVMS. Responsible for on-contract growth pricing Possess in-depth knowledge of budgeting, forecasting, analysis and reporting cycle, to include experience in EAC, variance and trend analysis Analyze and validate project costs and project performance status Perform moderately complex accounting and analytical tasks; including transaction processing, account reconciliation, analysis and reporting Develop corporate monthly, annual, and 5-year revenue and operating income forecasts using historical and trend analysis Coordinate program level PM Reviews. Prepare and publish program metrics and reports Possess general knowledge of contract management procedures and contract processes and support process improvement initiatives Knowledge and application of FAR, CAS, and government accounting Reconcile monthly and cumulative cost and performance data Import/reconcile monthly budgets and forecasts Develop presentations and metrics for internal and external customers, and maintain a high level of customer focus Possess excellent written, verbal and interpersonal communication skills, along with ability to handle conflicting priorities among work groups Capable of a high level of accuracy, attention to detail and high level of accountability Ability to identify, diagnose, and resolve complex problems independently within a fixed period of time. Perform all other duties as assigned. Qualifications Bachelor's Degree in Business, Engineering, Finance, Accounting or related field and 1-2 years of applicable experience. Six Sigma/ Greenbelt certification desired Experience with Indefinite Delivery Indefinite Quantity (IDIQ) government contracts is preferred Experience with Cobra desired Experience with Deltek accounting software (Costpoint, COGNOS) is a plus Proficient in MS Office suites: Excel, PowerPoint, Word. Advanced Excel skills are required Ability to get a clearance Additional Information To know more about this position, please contact: Vishwas Jaggi ************ ******************************
    $54k-77k yearly est. Easy Apply 60d+ ago
  • Tax and Financial Planning & Analysis Intern

    The Beach Company 4.5company rating

    Finance associate job in Charleston, SC

    Requirements Key Responsibilities Prepare mini trial balance consolidations for tax providers Update M-3 schedule spreadsheet for entities Upload data for tax return preparation Prepare tax distribution calculation worksheet Prepare and update tax entity spreadsheet Prepare tax calendar for fiscal year and calendar year entities Assist with tax return reconciliation Assist with Quarterly Reconciliations Prepare data and spreadsheets for budget preparation Assist preparation of Monthly/Quarterly Investor financial statements Assist with lender compliance reporting Assist Treasury Manager with year-end tasks and projects Assist Accounting Team with daily tasks and projects Qualifications 12+ hours of Accounting credits (including current classes) 3 hours of Tax credits Proficient in Microsoft Excel and Word Strong organizational skills
    $30k-41k yearly est. 14d ago
  • Finance Clerk

    Gerber Childrenswear LLC 3.7company rating

    Finance associate job in Summerville, SC

    Finance Clerk Gerber Childrenswear Warehouse Department: Finance / OperationsJob DescriptionThe Finance Clerk supports the financial performance and efficiency of Gerber Childrenswear's warehouse by providing reporting, and operational support. This role is responsible for managing financial data, preparing reports, assisting with budgeting and forecasting, and supporting procurement and cost-control activities. The analyst works closely with warehouse management to ensure financial accuracy and optimize warehouse operations.Key Duties and Responsibilities: Prepare, analyze, and distribute monthly financial reports summarizing warehouse performance and key metrics such as labor costs, productivity, throughput, and cost per unit. Assist in the preparation of annual budgets and rolling forecasts, consolidating input from warehouse management and tracking performance against projections. Conduct variance analysis and provide actionable insights and recommendations to improve financial performance. Create, process, and track purchase orders (POs) for warehouse supplies, maintenance, and equipment. Accurately code and submit invoices through software and ensure timely approvals and payments. Monitor warehouse expenses and identify trends, variances, and cost-saving opportunities. Analyze and track freight, packaging, and supply costs to ensure cost efficiency and alignment with budget targets. Support inventory-related financial activities, including cost allocations, and shrinkage reporting. Collaborate with procurement, logistics, and accounting teams to resolve discrepancies and maintain accurate financial documentation. Develop and maintain dashboards and standard reports to track operational KPIs and support data-driven decision-making. Assist with capital investment analysis for new equipment or process improvements. Participate in improving and automating financial processes, reporting tools, and workflow efficiencies. Ensure compliance with internal controls and support audit activities related to warehouse financial operations. Participate in monthly and quarterly business reviews and prepare ad hoc reports and analyses as requested. Maintain organized financial records and documentation in software and ERP systems. Communicate regularly with warehouse and corporate teams to ensure alignment of financial goals and activities. Perform other duties assigned by management to support the overall success of warehouse operations. Qualifications Associates or Bachelor's degree in Accounting, Finance, or a related field. 2-4 years of experience in financial analysis, preferably in a warehouse, manufacturing, or distribution environment. Strong proficiency in Microsoft Excel and ERP systems (SAP) Experience with software or comparable document management systems preferred. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. High attention to detail and commitment to accuracy and efficiency. Powered by JazzHR RdBvkZGnmT
    $18k-31k yearly est. 24d ago
  • Small Business Banker- Charleston, SC

    South State Bank

    Finance associate job in Charleston, SC

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers. ESSENTIAL FUNCTIONS * Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships. * Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling. * Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business * Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000. * Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers. * Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request. * Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required. * Advises customers, where possible, concerning business management and financial matters. * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. * Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible. * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations. * Continuously updates skills by participating in professional training. * Seeks opportunities to improve skills through training offered by the Bank. * Performs other specifically assigned duties as directed by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. * Must be able to work at a faster than average pace and able to multi-task. * Must be a self-starter and able to work independently. * Must be able to make sound decisions, can recognize potential problems and take corrective action. * Must be able to maintain confidentiality of customer and employee information. * Must be well-organized, accurate, and attentive to detail. Qualifications, Education, and Certification Requirements * Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field. * Experience: 5+ years of banking and lending experience required * Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility. TRAVEL Yes. Must be willing to travel for meetings and classes. Equal Opportunity Employer, including disabled/veterans.
    $44k-80k yearly est. 55d ago
  • Private Client Banker - Meeting St - Charleston, SC

    JPMC

    Finance associate job in Charleston, SC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-63k yearly est. Auto-Apply 10h ago
  • Finance Intern

    Mercedes-Benz Group 4.4company rating

    Finance associate job in Charleston, SC

    Aufgaben Shape the future today. The world is changing. The question is, what will be our contribution to the outcome? We have set the pace in the field of mobility from the very beginning, and we will continue to do so. At Mercedes-Benz Vans, interdisciplinary teams are developing the mobility of tomorrow. Our goal is to make mobility safer, simpler, and more sustainable for people across the globe. Put your pioneering spirit to good use: This is your opportunity to make a contribution that extends far beyond your job title. At Mercedes-Benz Vans, we offer you the perfect environment for your professional and personal growth. Cutting-edge training and promising career opportunities will help you to foster and expand your professional skill set as well as your individual strengths. Think, try, and thrive with us in collaborative work environments that spark game-changing concepts. Job Overview: Mercedes-Benz Vans is looking for a Finance/Accounting intern. The applicant filling this position will handle a wide range of important duties. Responsibilities: * Assist with month-end financial activities * May assist in the analysis, investigation and research supporting the needs of organization's financial planning * May assist with classifying, examining, and analyzing accounting records * Support Senior team members with daily tasks under direct supervision * Participate in regularly scheduled team meetings * Complete special projects as needed * Will perform other duties as assigned Qualifikationen Qualifications: Applicants should be Business, Finance, Economics or Accounting majors in pursuit of their Bachelor's or Master's Degree or having graduated within the past 12 months. * Proficiency in Microsoft Office applications * Attention to detail * Ability to multi-task * Excellent communication skills * Self-motivated and interested in adding value to the company Preferred Start Date: January 2026 Preferred Requirements: * Currently enrolled in University or in a gap year between Bachelor's and Master's degree * A minimum of 3 semesters of studies in relevant field of study * Available for a minimum of 3 months, prefer availability for a maximum of 6 months * Preferred 40/hour work week, but part time hours are also available Additional details: * Hourly rate is $20/hour. * MBV does not offer assisted living or a relocation package for this assignment We are all in for change. Are you too? Apply now. If you have experience in the above and are interested in joining an outstanding company we welcome you to apply. The division Mercedes-Benz Vans is world renown for quality and innovative products. Mercedes-Benz Vans, LLC ("MBV") is a Ladson, South Carolina based production entity that produces Sprinter as well as eSprinter vans for the U.S. and Canadian markets. Mercedes-Benz Vans, LLC has invested more than 500 million U.S. Dollars in the new Sprinter plant, which officially opened in 2018. Today, the MBV facility provides more than 1,700 jobs and supports at least 600 additional jobs in the region through its suppliers. Representing an additional nearly $60 million investment, MBV Charleston was selected to be the first plant in the Mercedes-Benz Vans global production network to produce the all-new eSprinter, beginning in 2024. Mercedes-Benz Vans Charleston also continues investing in the local community with over $1,900,000 dollars donated to local non-profits & schools via STEM programs since 2006 and over 900 volunteer hours. Since 2006, more than 350,000 Sprinter and Metris vans have been assembled in North Charleston and delivered to destinations across the U.S. In 2021, the plant celebrated its 15-year legacy of SKD production in South Carolina. 2023 marked a plant milestone with a record-setting over 50,000 vans produced. The U.S. is the second largest market for Sprinter vans after Germany. Mercedes-Benz Vans, LLC is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, sex (including pregnancy, gender identity, and sexual orientation),age, national origin, religion, marital status, veteran status, physical or other disability, genetic information, or any other characteristic protected by federal, state or local law.
    $20 hourly 27d ago
  • Financial Service Representative II

    South Carolina Federal Credit Union 4.5company rating

    Finance associate job in North Charleston, SC

    South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our Rivers Financial Center in North Charleston, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs. As a Financial Service Representative II, a typical day might look like this: * Participate in a morning huddle brainstorming with team members about ways to meet referral goals. * Talk with a customer about the payoff amount for their auto loan. * Review and deposit a check into a customer's account. * Cash a large payroll check. * Meet with a service leader to review your current performance. * Balance your drawer before heading home. This job might be for you if: * You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength. * You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers. * You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends. * You are awesome at consistently following policies and procedures. * You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer. * You volunteer for new challenges without being asked. The Perks: We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy: * A chance to build lasting relationships with not only your team, but our customers as well. * Opportunities to make a difference by volunteering and getting involved in the community. * A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more. * Opportunities to grow within a company that's dedicated to your development and promoting talent internally. To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude. Apply online at ******************* NOTE: Relevant military experience is considered for veterans and transitioning service men and women. South Carolina Federal Credit Union is an Equal Employment Opportunity Employer. #TeamBlue23
    $29k-34k yearly est. Auto-Apply 19d ago
  • Wealth Management Private Banker

    United Community Bank 4.5company rating

    Finance associate job in Charleston, SC

    Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations. What You'll Do Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice. Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs. Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets. Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions. Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners. Community Engagement: Actively participate in community events to enhance visibility and attract new prospects. Compliance: Ensure adherence to all compliance training and regulatory requirements. Requirements For Success 5+ years in private banking and/or wealth management. Strong understanding of wealth management and planning concepts. Expertise in consumer and commercial credit structuring and lending practices. Proven track record in business development and client acquisition. Bachelor's Degree. Preferred Professional Designations: CFP, CFA, CPA, and/or JD. Life and Health Insurance. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $84,136.00 - USD $139,486.00 /Yr.
    $29k-40k yearly est. Auto-Apply 17d ago
  • Branch Small Business Banker (SAFE)

    W.F. Young 3.5company rating

    Finance associate job in Mount Pleasant, SC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Fluent in Spanish a plus Job Expectations: This position is not eligible for Visa sponsorship. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $62k-85k yearly est. Auto-Apply 7d ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    Finance associate job in Mount Pleasant, SC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. * Service business customers with their business needs in a branch environment * Carry out business banking focused functions over the phone * Present recommendations for resolving more complex situations * Provide information to colleagues, internal partners, and stakeholders, including customers * Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank * Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments * Participate in community organizations and build relationships with centers of influence * Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol * Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: * 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 1+ year of experience managing a dedicated book of small business customers across assigned territory * Knowledge and understanding of book of business * Experience using strong business acumen to provide financial services consultation to small business customers * Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners * Fluent in Spanish a plus Job Expectations: * This position is not eligible for Visa sponsorship. * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $40k-75k yearly est. 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Jason Hughes-State Farm Agent

    Finance associate job in Charleston, SC

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jason Hughes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and life insurance options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Analytical and communication skills. Able to make presentations to potential customers. Detail-oriented. Comfortable with sales. Series 6, 63, 65 or 7 license preferred. Life/Health insurance license.
    $24k-37k yearly est. 18d ago
  • Mortgage Banking Specialist

    First National Bank (FNB Corp 3.7company rating

    Finance associate job in Mount Pleasant, SC

    Primary Office Location: 1060 Cliffwood Drive. Mount Pleasant, South Carolina. 29464. Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-41k yearly est. Auto-Apply 6d ago
  • Financial Services Representative

    Worldacceptance

    Finance associate job in Charleston, SC

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $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.
    $15 hourly Auto-Apply 20d ago
  • Mortgage Banking Specialist

    First National Trust Company

    Finance associate job in Mount Pleasant, SC

    Primary Office Location:1060 Cliffwood Drive. Mount Pleasant, South Carolina. 29464.Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $30k-48k yearly est. Auto-Apply 7d ago
  • Relationship Banker - Westwood Plaza Financial Center

    Bank of America 4.7company rating

    Finance associate job in Charleston, SC

    Charleston, South Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $27k-33k yearly est. 8d ago
  • Finance Clerk

    Gerber Childrenswear 3.7company rating

    Finance associate job in Summerville, SC

    Finance Clerk Gerber Childrenswear Warehouse Department: Finance / OperationsJob DescriptionThe Finance Clerk supports the financial performance and efficiency of Gerber Childrenswear's warehouse by providing reporting, and operational support. This role is responsible for managing financial data, preparing reports, assisting with budgeting and forecasting, and supporting procurement and cost-control activities. The analyst works closely with warehouse management to ensure financial accuracy and optimize warehouse operations.Key Duties and Responsibilities: Prepare, analyze, and distribute monthly financial reports summarizing warehouse performance and key metrics such as labor costs, productivity, throughput, and cost per unit. Assist in the preparation of annual budgets and rolling forecasts, consolidating input from warehouse management and tracking performance against projections. Conduct variance analysis and provide actionable insights and recommendations to improve financial performance. Create, process, and track purchase orders (POs) for warehouse supplies, maintenance, and equipment. Accurately code and submit invoices through software and ensure timely approvals and payments. Monitor warehouse expenses and identify trends, variances, and cost-saving opportunities. Analyze and track freight, packaging, and supply costs to ensure cost efficiency and alignment with budget targets. Support inventory-related financial activities, including cost allocations, and shrinkage reporting. Collaborate with procurement, logistics, and accounting teams to resolve discrepancies and maintain accurate financial documentation. Develop and maintain dashboards and standard reports to track operational KPIs and support data-driven decision-making. Assist with capital investment analysis for new equipment or process improvements. Participate in improving and automating financial processes, reporting tools, and workflow efficiencies. Ensure compliance with internal controls and support audit activities related to warehouse financial operations. Participate in monthly and quarterly business reviews and prepare ad hoc reports and analyses as requested. Maintain organized financial records and documentation in software and ERP systems. Communicate regularly with warehouse and corporate teams to ensure alignment of financial goals and activities. Perform other duties assigned by management to support the overall success of warehouse operations. Qualifications Associates or Bachelor's degree in Accounting, Finance, or a related field. 2-4 years of experience in financial analysis, preferably in a warehouse, manufacturing, or distribution environment. Strong proficiency in Microsoft Excel and ERP systems (SAP) Experience with software or comparable document management systems preferred. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. High attention to detail and commitment to accuracy and efficiency.
    $18k-31k yearly est. Auto-Apply 60d+ ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    Finance associate job in Mount Pleasant, SC

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. + Service business customers with their business needs in a branch environment + Carry out business banking focused functions over the phone + Present recommendations for resolving more complex situations + Provide information to colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments + Participate in community organizations and build relationships with centers of influence + Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol + Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers + Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. **Required Qualifications:** + 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory + Knowledge and understanding of book of business + Experience using strong business acumen to provide financial services consultation to small business customers + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Customer service focus with experience handling complex transactions across multiple systems + Experience building and maintaining effective relationships with customers and internal partners + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer-coaching others + Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners + Fluent in Spanish a plus **Job Expectations:** + This position is not eligible for Visa sponsorship. + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. **Location:** Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308 **Location disclaimer** : Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. **Posting End Date:** 1 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510262
    $40k-75k yearly est. 47d ago
  • Financial Service Representative II

    South Carolina Federal Credit Union 4.5company rating

    Finance associate job in Mount Pleasant, SC

    South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our Southampton Financial Center in Mount Pleasant, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs. As a Financial Service Representative II, a typical day might look like this: * Participate in a morning huddle brainstorming with team members about ways to meet referral goals. * Talk with a customer about the payoff amount for their auto loan. * Review and deposit a check into a customer's account. * Cash a large payroll check. * Meet with a service leader to review your current performance. * Balance your drawer before heading home. This job might be for you if: * You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength. * You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers. * You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends. * You are awesome at consistently following policies and procedures. * You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer. * You volunteer for new challenges without being asked. The Perks: We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy: * A chance to build lasting relationships with not only your team, but our customers as well. * Opportunities to make a difference by volunteering and getting involved in the community. * A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more. * Opportunities to grow within a company that's dedicated to your development and promoting talent internally. To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude. Apply online at ******************* NOTE: Relevant military experience is considered for veterans and transitioning service men and women. South Carolina Federal Credit Union is an Equal Employment Opportunity Employer. #TeamBlue23
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Jean Ribaut Square Financial Center

    Bank of America Corporation 4.7company rating

    Finance associate job in Beaufort, SC

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $27k-33k yearly est. 8d ago

Learn more about finance associate jobs

How much does a finance associate earn in North Charleston, SC?

The average finance associate in North Charleston, SC earns between $32,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in North Charleston, SC

$55,000
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