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  • Financial Advisor

    First Command Financial Services, Inc. 4.7company rating

    Finance representative job in Clarksville, TN

    Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 3 out of 4 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AS1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation
    $59k-98k yearly est. 6d ago
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  • Financial Advisor - Cool Springs/Maryland Farms

    Wilson Bank & Trust 4.0company rating

    Finance representative job in Brentwood, TN

    Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged
    $50k-88k yearly est. 60d+ ago
  • Financial Advisor

    Peachtree Planning 3.5company rating

    Finance representative job in Brentwood, TN

    Job Description At Peachtree Planning, financial balance is more than a concept; it is the foundation of how we serve clients and support our advisors. Our mission is to help individuals, families, and closely held businesses build lasting financial confidence. If you're driven, value autonomy in your career, and are passionate about helping others succeed, a financial professional position with our team may be the right next step. Compensation: $60,000 - $100,000 yearly Responsibilities: Be a coachable, organized team member interested in pursuing training development and educational opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management Build and maintain relationships through outreach, networking, and community engagement Support the development of personalized financial strategies based on individual client situations Learn to present appropriate planning solutions, including protection and investments, to help clients meet long-term goals Work closely with your team and learn from experienced advisors through collaboration Stay up to date on financial concepts, industry tools, and planning best practices. Maintain a strong commitment to professionalism, ethical standards, and compliance guidelines Qualifications: Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired A Bachelor's degree in finance, business administration, or alternate related analytical field is required Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus What We're Looking For 1+ years of experience in financial services or sales (preferred). A strong understanding of financial planning, investment principles, and client service. Excellent communication, relationship-building, and analytical skills. Comfortable with tools such as Microsoft Office, Google Suite, and CRM platforms. Preferred Licenses (or willingness to obtain): Life & Health Insurance License Series 7 Series 66 Compensation & Benefits Contracted Financial Reps are paid a salary (subject to validation based on production) plus additional incentive compensation, creating unlimited earnings potential. Additional subsidies are available during your first 4 contract years while you build clientele, recurring fees, and renewal income. Up to $5000 of activity-based bonuses are also available during your first 60 days of Pre-contract activity. 401(k) + Matching Dental, Vision & Health Insurance Paid Training & Professional Development Referral Program Life Insurance Retirement Plan Compensation Package: Commission pay Experience: Financial concepts: 1 year (Preferred) Location: Brentwood, TN 37027 (On-site position) Why Peachtree? Proven success through mentorship and coaching Ability to create a flexible schedule Part of a National Network for support and development A mission that aligns with helping others reach financial freedom About Company Our History A Firm With Deep Roots: Nearly 40 years ago, Purple Heart recipient and proud University of Georgia alum Bob Mathis took a courageous leap of faith to pursue his version of the American dream, and he started a business - and thus, Peachtree Planning was born. Over the last 4 decades, Bob's vision and the firm's success have been stewarded by multiple generations of owners and financial professionals; consequently, Peachtree Planning continues to be deeply rooted in our communities, actively serving over 30,000 clients. To learn more about the firm, please visit **************************
    $60k-100k yearly 6d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Portland, TN

    This job posting is anticipated to remain open for 30 days, from 21-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000
    $45k-100k yearly 6d ago
  • Financial Services Professional

    Massmutual Alabama 4.3company rating

    Finance representative job in Brentwood, TN

    Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential. Job Description As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be off shored or outsourced. At Capital Financial Group, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. RESPONSIBILITIES • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications JOB REQUIREMENTS • Strong interpersonal skills and customer service focus • Market development/networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • BA, BS, and/or graduate degree or equivalent work experience required Additional Information CHARACTERISTICS WE LOOK FOR We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate
    $31k-47k yearly est. 21h ago
  • Wealth Management Private Banker

    United Community Bank 4.5company rating

    Finance representative job in Brentwood, TN

    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 $0.00 - USD $0.00 /Yr.
    $31k-41k yearly est. Auto-Apply 19d ago
  • Traveling Personal Banker I

    Legends Bank 3.8company rating

    Finance representative job in Clarksville, TN

    Job Title: Personal Banker I, II, III Department: Retail Banking Reports To: Branch Supervisor FLSA Status: Non-exempt Expectations for All Team Members: Supports Legends Bank's Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve. L - Lead; E - Engage; G - Grow: E - Excel; N - Notice; D - Do; S - Serve Summary/Purpose: Responsible for efficiently processing a variety of customer transactions while providing the highest level of customer service. Helps build solid customer relationships by identifying bank products and services beneficial to the customer. Essential Duties and Responsibilities for Personal Banker I: Other duties may be assigned. Be a positive and engaged teammate treating customers and partners with high quality service and professional and respectful communication. Greets customers instantly upon entering the branch and facilitates a welcoming and customer focused environment. Alert to customers' needs and ability to suggest appropriate products/services. Provides brochures as needed for banking services with sufficient knowledge to discuss each product we offer. Processes customer transactions efficiently and accurately in a slower or fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures. Properly completes bank documents in accordance with bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.) Receives checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc. Processes customers' transactions into bank teller system to record transactions, and issues computer generated receipts. Balances currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system. Follows branch security in accordance with bank policy to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure by securing cash drawer, keys, combinations, and non-negotiable items, maintaining the established cash drawer limits, placing necessary holds, examining account titles and balances, verifying signatures of signers on accounts, performing dual control where assigned, etc. Daily removes, records and processes deposits from night depository adhering to bank policy and procedure, assists customers with safe deposit box assistance and verification, accepts/processes loan and utility payments. Builds customer loyalty by developing relationships, making customer care calls and offering exceptional customer service. Teller Certification. Additional Duties and Responsibilities for Personal Banker II: Increased check cashing limit from $500 to $2,500. Responsible for handling the branch ATM operations, such as opening/closing, recording and processing deposits, loading cash dispensers, balancing the ATM and ensuring its security. Ability to initiate/execute customer wire transfer of funds following appropriate bank policy and procedure. Responds to customer inquiries and requests. Informs and advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity. Provides appropriate online and account/debit card maintenance to include stop payments, address changes, closing accounts, HAS contribution forms. Orders customer checks as necessary. Assists other bank personnel in resolving any customer issues. Ability to operate and balance vault following appropriate controls, according to bank policy and procedure. Ability to operate a Cash Dispenser, Integrated Teller Machine (ITM) or other bank technology as appropriate for position. Attends and participates in training courses/certifications to advance job/customer service and products knowledge. Help achieve branch referral/deposit/loan goals by promoting/cross-selling other bank products and services as appropriate to customer needs. Personal Banker Certification. Additional Duties and Responsibilities for Personal Bank III: Increased check cashing limit to $5,000. Ability to sign cashier's check to $25,000. Evaluates customer needs to obtain information and explain available financial services such as savings, consumer/business checking accounts, Individual Retirement Account, Certificates of Deposit, HSA, Estates, savings bonds, and securities. Advanced product knowledge Prepares, compiles and inputs into computer new customer information on each account opened ensuring completeness/accuracy of documentation and forwarding to appropriate personnel within time limits as according to bank policy and procedure. Ability to identify the needs of the customer and communicate the appropriate bank products as necessary. Instrumental in achieving branch referral/deposit/loan goals by promoting/cross-selling bank products and services as appropriate to customer needs. Help ABM & BM mentor Personal Banker I&II's. Backup to ABM for account opening and signing authority. History of achieving branch referral/deposit/loan goals by qualified referrals and cross-selling bank products. Skills and Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strong multi-tasking skills and great attention to detail. Basic math, problem solving, ten key and computer skills. Security conscious with excellent organizational skills. Enthusiastic personality. Communicates effectively with customers and inspires confidence - skilled enough to take care of customer assets and needs. Must enjoy working with the public and be able to handle large sums of money comfortably. Proficient computer skills. A team player working well with others and flexible in working hours; must have the ability to work a Saturday rotating schedule as assigned and extended hours from time to time. Proactive and self-directed with the ability to prioritize. Must report to work promptly and regularly according to work schedule. Must be professional and calm under pressure. Education and/or Experience: Personal Banker I - High school diploma or equivalent required; one to six months related experience and customer service training. One year banking/customer service experience preferred. Excellent customer service following Personal Banker procedures. Minimal transaction errors. Personal Banker II - High school diploma or equivalent with minimum of one year Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I skills; ability to balance Vault and ATM, order customer checks and perform wire transfers and account/debit card maintenance; sufficient consumer account opening, product knowledge and referral history. Ability to operate a cash dispenser and/or Integrated Teller Machine (ITM). Completion of Teller Certification. Personal Banker III - High school diploma or equivalent with minimum of two years Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I&II skills; product knowledge and Account Opening skills, cross-selling bank products to achieve consistent referral history. Training abilities to help mentor Personal Banker I & II with patience and kindness. Assist ABM or BM with any branch need. Completion of Personal Banker Certification course. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job to include standing for long periods of time, close/far vision, use of arms, hands and fingers, some bending, stretching, reaching and lifting up to 30 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $31k-37k yearly est. 12d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Steve Crisp-State Farm Agent

    Finance representative job in Hopkinsville, KY

    Job DescriptionBenefits: License reimbursement Competitive hourly rate + Monthly bonus based on performance Quarterly Incentives Opportunity to Join State Farm Agent Aspirant Program 401(k) Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Steve Crisp - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Develop leads, schedule appointments, and use your knowledge of our insurance products to offer solutions to current and potential customers. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets Willingness to engage in sales conversations.
    $30k-39k yearly est. 4d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Lauren Tullos-State Farm Agent

    Finance representative job in Hendersonville, TN

    Job DescriptionBenefits: Bonus based on performance Company parties Competitive salary Flexible schedule Free food & snacks Paid time off At Lauren Tullos State Farm we're seeking a motivated and self-driven individual to join our team as an Insurance Sales and Representative. This is a fantastic opportunity for individuals who enjoy helping others and are passionate about delivering exceptional customer experiences. The ideal candidate will have experience in sales and a proven track record of meeting sales goals. They will be responsible for working with customers to understand their needs and providing solutions through State Farm's products and services. You'll also be responsible for maintaining accurate records, meeting productivity standards, and collaborating with the agent to achieve business objectives. This role offers an estimated salary of $45,000 - $85,000 per year, depending on experience and performance. We offer a competitive benefits package, paid time off, and flexible work schedule. We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, please submit your application for this exciting opportunity. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Thanks,
    $29k-37k yearly est. 7d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Finance representative job in Hendersonville, TN

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 15h ago
  • Personal Banker (Bilingual Desired) - Northern Nashville

    W.F. Young 3.5company rating

    Finance representative job in Hendersonville, TN

    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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Bilingual speaking and listening proficiency in Spanish/English Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 This position is not eligible for Visa sponsorship Posting Location: Madison: 2220 Gallatin Pike N, Madison, TN Glenbrook: 1040 Glenbrook Way, Hendersonville, TN 37075 Gallatin: 1483 Nashville Pike STE 504, Gallatin, TN 37066 ** Not all locations may be available ** Posting End Date: 29 Jan 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.
    $30k-36k yearly est. Auto-Apply 5d ago
  • Personal Banker -Hendersonville, TN

    Firefighters First Federal Credit Union 3.9company rating

    Finance representative job in Hendersonville, TN

    Full time in office- Hendersonville, TN Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union . Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening at our soon to open Hendersonville, TN branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and interfacing with members to provide a full-service experience. Typical responsibilities: Recommend financial products and services to meet members' short and long-term financial needs. Assist members with completing consumer loan applications. Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts. Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash. Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement. Uphold the credit union's values and brand reputation by demonstrating professionalism, integrity, and dedication in all member interactions. Basic Qualifications: Minimum 2 years experience as a personal banker at a credit union or bank setting Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement. Experience with consumer loan application and processing. Experience with account opening and teller transactions. A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment. Passion for serving the community High School Diploma or GED All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements. Benefits: We offer exceptional benefits to our employees, including: Competitive salary with a pay for performance bonus Fully paid Medical, Dental, and Vision benefits package for employees. Fully paid Life insurance, AD&D, short and long-term disability coverage 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4% Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program Pet Insurance 3 weeks of PTO annually including 2 ½ days of float time. 9 paid holidays plus 2 half days Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.
    $30k-38k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - (New Build) - Shops at Moreland - Springfield, TN

    JPMC

    Finance representative job in Springfield, TN

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-40k yearly est. Auto-Apply 60d+ ago
  • Personal Banker (Bilingual Desired) - Northern Nashville

    Wells Fargo 4.6company rating

    Finance representative job in Hendersonville, TN

    **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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + 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:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints + Bilingual speaking and listening proficiency in Spanish/English **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + 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 + This position is not eligible for Visa sponsorship **Posting Location:** + Madison: 2220 Gallatin Pike N, Madison, TN + Glenbrook: 1040 Glenbrook Way, Hendersonville, TN 37075 + Gallatin: 1483 Nashville Pike STE 504, Gallatin, TN 37066 ** Not all locations may be available ** **Posting End Date:** 29 Jan 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-517323
    $30k-37k yearly est. 4d ago
  • Senior Relationship Banker

    First Horizon Bank 3.9company rating

    Finance representative job in Brentwood, TN

    **Weekly Scheduled Hours** : Mon-Th 8-5:00, Fri 8-6, Sat 8:30-1:30 The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development** - Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. - Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. - Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. - Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. - Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. - Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. **Client experience** - Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). - Deliver excellent client experiences consistently and promptly resolve client issues effectively. - Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management** - Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. **Operational efficiency** - Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. - Assist banking center management with "on the job training" of new associates. - Assist with dual control vault responsibilities and audit controls. - Stay informed of all operational updates and changes to ensure compliance with all current guidelines. - Perform all other job related duties as assigned. **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. - High school diploma or general education degree (GED) - 5+ years of experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required. **NMLS Language** As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-37k yearly est. 18d ago
  • Community Banker - Maryland Farms

    Wilson Bank & Trust 4.0company rating

    Finance representative job in Brentwood, TN

    Community Banker If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you. Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities. JOB SUMMARY: The Community Banker I performs teller and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers. The Community Banker I assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. Be the Face of Our Legacy Imagine starting your day in one of our 32 office locations, greeting neighbors who soon become more than customers-they become part of your story. In a Retail role, you're the trusted face of Wilson Bank & Trust, building relationships that last for generations. You'll know the “regulars” by name, and they'll know you as “their banker”, the person they turn to for life's most important financial decisions. Over time, your career grows alongside theirs-you'll teach the next generation of bankers while still cheering on the families you've served for years. This isn't just a job; it's a chance to become a cornerstone in your community and a lifelong partner in people's financial journeys. JOB DUTIES AND RESPONSIBILITIES: Perform duties of both Customer Service Representative and Personal Banker based on customer demand within a bank office Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts Perform teller capture duties Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Maintain knowledge of new and existing products and services Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers Responsible for exception resolution Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner Attend training as requested Participate in outside community activities as required Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 1 year of retail banking experience preferred Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Ability to work Saturdays on a rotating basis Ability travel to other offices within region as scheduled Participation in community events as required Willing to grow and be challenged Comprehensive Benefits & Recognition: We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. Grow With Us: “Grow With Us” is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank , exploring diverse career paths through our Banker Academy Program , or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
    $31k-48k yearly est. 5d ago
  • Insurance Account Representative - State Farm Agent Team Member

    Steve Crisp-State Farm Agent

    Finance representative job in Greenville, KY

    Job DescriptionBenefits: Competitive hourly rate + Monthly bonus based on performance Quarterly Incentives License reimbursement Opportunity to Join State Farm Agent Aspirant Program 401(k) Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Steve Crisp - State Farm Agent, you are vital to our daily business operations and customers success. You will oversee, participate and direct all aspects of sales and service operations at our Greenville, KY location. You will be responsible for growing the Greenville Steve Crisp State Farm location through meaningful customer relations and acting as a liaison between customers, Steve Crisp and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Develop leads, schedule appointments, and use your knowledge of our insurance products to offer solutions to current and potential customers. Strive to obtain company goals and objectives while maintaining the utmost of integrity and highest ethical standards. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.
    $30k-39k yearly est. 4d ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Finance representative job in Brentwood, TN

    Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 15h ago
  • Personal Banker (Bilingual Desired) - Northern Nashville

    Wells Fargo Bank 4.6company rating

    Finance representative job in Hendersonville, TN

    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 an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed 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: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Bilingual speaking and listening proficiency in Spanish/English Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed 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 This position is not eligible for Visa sponsorship Posting Location: Madison: 2220 Gallatin Pike N, Madison, TN Glenbrook: 1040 Glenbrook Way, Hendersonville, TN 37075 Gallatin: 1483 Nashville Pike STE 504, Gallatin, TN 37066 ** Not all locations may be available ** Posting End Date: 29 Jan 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.
    $30k-37k yearly est. 4d ago
  • Senior Relationship Banker

    First Horizon 3.9company rating

    Finance representative job in Brentwood, TN

    Weekly Scheduled Hours: Mon-Th 8-5:00, Fri 8-6, Sat 8:30-1:30 The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with “on the job training” of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-37k yearly est. 16d ago

Learn more about finance representative jobs

How much does a finance representative earn in Clarksville, TN?

The average finance representative in Clarksville, TN earns between $22,000 and $71,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Clarksville, TN

$40,000
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