Finance representative jobs in Columbus, GA

Job DescriptionBenefits: Life Insurance Health Supplemental Benefits Health Stipend Bonus based on performance Competitive salary Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Jimmy Watts - 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 leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Adaption of skills necessary to operate a business. Meet Daily Sales Goals As an Agent Team Member, you will receive... Salary pay plus commission/bonus (90 Day probationary period - hourly pay that is converted to salary upon completion of 90-day probationary period) Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health, bank and mutual fund products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

Aaron Warren - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Responsibilities Establish customer relationships and follow up with customers, as needed. Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Simple IRA Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Hiring Bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Profit sharing ROLE DESCRIPTION: As Insurance Account Representative for our agency, 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: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Job Description Financial Associate FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Answer incoming calls, whether externally or internally; Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Miscellaneous projects and other duties as requested by Management Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types. Minimum Qualifications: High School diploma or equivalent Previous banking or cash handling experience preferred Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Skills, Abilities & Expectations: Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

Financial Advisor - Capital City Bank - More than your bank. Your banker. Hours Monday - Friday 40 Hours Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC. Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums. All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities * Securing a sale * Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals. * Develop referral sources outside the Bank with existing clients, CPAs, attorneys, Bank associates and other related sources of investment business. This often requires outside business development calls. * Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with clients in the office, business premises, or home. * Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks. * Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale. * Cross refer Bank products and use financial planning tools. * Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard. Associated Duties * Provides additional support to manager and department colleagues. * Completes all assigned/required Bank training within established timelines. Knowledge, Skills and Abilities (KSAs) Required The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience: * Proficiency in Word and Excel. * Excellent communication, interpersonal and listening skills. * Ability to network and establish relationships with clients and referral sources. * Negotiating and influencing skills, as well as determination and tenacity. * A target-driven mindset. * Flexible approach to work. * Decision-making skills. * Demonstrable sales skills. * High degree of personal integrity, discretion, and an ethical and professional approach to work. * Must adhere to Bank's Motor Vehicle Guidelines. Professional Licenses/Education FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education. Working Conditions * Professional atmosphere. * Office environment with frequent travel to assigned offices or client meetings. * Driving as required by position. * In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits * Medical, Dental and Vision * Life Insurance * 401(k) with Matching * Flexible Spending Accounts * Tuition Assistance * Stock Purchase * Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an "all-inclusive" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

Job DescriptionExperienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new offices and augment our existing offices. At AHF, we are seeking self-motivated, driven individuals with a passion for making a positive impact on people's lives. As a Financial Advisor/Planner you will have the freedom to work with individual as well as business clients by providing a vast array of financial solutions. We have built a significant support structure to keep our advisors meeting with clients and prospects by taking a lot of the drudgery off the advisors' plates. We have an in-house sales desk available to you that research products and design financial plans/solutions for you to present to clients, with Sales Directors who can deliver these solutions with you. Qualifications:A college degree highly preferred, but not required. Life & Health Insurance License required. SIE or 6, 66, 65, or 7 security licenses preferred. Entrepreneurial spirit required. AHF provides:Facilities and local office support provided at no cost to representatives. Full benefits package (6% matching 401(k), health, dental, vision, and disability). Technology package (client management system (CRM), planning tools, and marketing). Annualized compensation and daily commissions. Renewals and day one vesting with lifetime vesting after 5 years of service. Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP , etc. ) Extensive in-person and online professional training to take your business to the next level (be it product, process, practice structure, or case design). To be successful, we expect you to be:Highly self-motivated and self-disciplined with an ability to work effectively. Outgoing with the ability to develop relationships (i. e. , “People Person”) Fearless with a positive attitude and willingness to be accountable for sales results. Organized, detail-oriented, and demonstrating excellent time-management skills. A life-long learner. A good communicator-with excellent listening skills and ability to explain complex information in a simple and concise manner.

Job Description Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Opelikaarea to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars. To be eligible for the Financial Professional role, candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred Securities registrations - Series 7, 65 & 66 preferred Life & Health Insurance Licenses Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified candidates are expected to have the following skills: Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)) Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At Voya Financial Advisors , we provide the tools and resources necessary that will help set you up for success - including: Full access to the Voya brand Access to existing client base Wide array of financial products Technology and systems to enable you to efficiently manage your clients' financial information and plans Turnkey marketing services Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: * Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. * Answer incoming calls, whether externally or internally; * Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office * Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks * Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. * Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. * Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy * Balance cash drawer periodically throughout the day and/or at least daily * Miscellaneous projects and other duties as requested by Management * Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types. Minimum Qualifications: * High School diploma or equivalent * Previous banking or cash handling experience preferred * Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Skills, Abilities & Expectations: * Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner. * Stay abreast of regulatory requirements and complete annual compliance training applicable to the position * Ability to apply general accounting knowledge processes (debits, credits, balancing) * Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect * Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work * Detail oriented and organized * Excellent interpersonal and communication skills * Integrity, discretion, and respect for confidential information are absolutely essential * Willingness to adapt to change * Work within a variety of different software and web applications * Able to prioritize duties and effectively manage time * Analytical and problem-solving skills * Attend work on a regular basis, on time, and withstand varying degrees of stress * Excellent interpersonal and communication skills * Maintaining a professional, business-like appearance and demeanor * Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: 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. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

The Member Advisor serves as a trusted resource for members, providing expert guidance on Kinetic's products and services. This role involves performing financial transactions, opening accounts, and offering personalized financial counseling, all while delivering exceptional service and identifying opportunities to deepen member relationships. Success in this position requires strong communication skills, sound decision-making, and a team-oriented mindset within a sales-driven environment. Hourly/Non-Exempt: Hours vary based on location: overall hours of operation: Monday - Friday 8:30am - 6:30pm & Saturdays 8:30 - 12:30pm. Branch Locations: Columbus, GA & HWY 280 in Phenix City, AL Join the energized team at Kinetic Credit Union!! Our benefits package is very competitive and is designed to meet the needs of employees and their dependents. Employees are provided with a benefit package that includes paid time off; 11 paid holidays; group insurance such as medical, dental, vision, FSA, life, dependent life and long-term disability; and a 401(k)-retirement plan with matching company contributions. Detailed Job Description: General Purpose The primary role of the Member Advisor is to engage members in the branch and educate them about Kinetic's products and services. The Member Advisor will be an expert and trusted advisor for Kinetic members and prospects. This position is responsible for building and delivering exceptional service, while using professional, consultative selling skills to identify cross sell opportunities and deepen member relationships. All front-office positions require the ability to make decisions within established guidelines, the ability to work within a sales environment, to effectively communicate with members and the ability to be a team player in an organization that values the spirit of teamwork. Performs all types of transactions for members. Establishes accounts according to credit union policies. Provide financial counseling for those members needing assistance. This position takes complete ownership of the members' needs while meeting Kinetic's performance standards. Essential Duties/Responsibilities Assists members using the PTM. Educates members to make them comfortable and competent using the new interactive teller technology. Complete Currency Transaction Reports for applicable transactions of more than $10,000. Ability to perform all Teller transactions and assist when needed. Assumes responsibility for the effective and professional performance of member service functions. Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Orders checks for members' accounts. Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Performs membership maintenance and account changes as needed. Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services. Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information. Completes on-boarding activities for new members. Opens new accounts (consumer and business) and utilizes consultative selling skills to actively cross sell appropriate Kinetic products and services to deepen member relationships while developing professional and personal trust among members. Uses needs-identification questions and professional expertise to effectively cross-sell credit union products and services. Processes loan closings for those loans originated and approved in the Kinetic Service Center, when applicable. Includes review of documents with the member and in-depth knowledge of ancillary products, including Credit Insurance Protection, GAP and Vehicle Service Agreements in order to answer any questions posed by the member. Resets passwords and PINs for members according to department procedures. This includes online banking, telephone banking and mobile banking. Processes account maintenance tasks such as stop payments, collections items, check orders, address changes, and other member requested items. Takes complete ownership of every interaction whether it requires a call back, extended research, or assistance from other departments. Resolves member issues or complaints by demonstrating complete knowledge of Credit Union processes and procedures while being empowered to make decisions that are in the best interest of the member and/or the Credit Union. On a self-directed basis, continues to improve in individual level of competency through training and development on established educational programs. Seeks ways to streamline work processes and continuously improve the Credit Union. Performs new account functions: explains various account and ownership options and prepares all documents and paperwork. Verifies that all applications and documents have been completed thoroughly, accurately and that they are properly signed. Actively cross sells loans, residential lending services and business partner services, opening accounts when applicable and making referrals and introductions to experts in other departments. Makes proactive outbound calls to members to recommend additional products and services that benefit the member. Ensures that work area, reports, correspondence and records are neatly and accurately maintained to present a favorable image of the Credit Union. Completes SAR (Suspicious Activity Report) when applicable according to policies and procedures set forth by Kinetic Credit Union, in accordance to BSA/AML regulations, and turns over to appropriate parties in a timely manner. Understands and adheres to all Bank Secrecy Act/Anti-Money Laundering policies and procedures set in place to ensure compliance and complete annual training. Participates in the Community Involvement goals of the credit union. Must be technologically advanced in eServices (eDeposit, eBranch and Mobile Banking). Responsible for completing Information Security Awareness training as directed by management. Responsible for complying with GLBA, Safe Act, Regs B, D, E, CC, Z and other regulatory requirements. Additional Duties/Responsibilities Projects a professional image consistent with that of the credit union at all times when representing the credit union. Exceptional member service and sales skills in order to meet our members' financial needs and make contributions to help achieve Credit Union goals (individual, branch, and corporate). Professional, courteous and tactful verbal and written communication skills. Comfortable being evaluated against performance standards. Willingness to take initiative to successfully achieve team goals and model a good work ethic and professional attitude and demeanor. Willingness to make follow-up calls to members regarding promotions, products, and services. Advanced knowledge of all Credit Union products and services and the related legal and regulatory requirements. Extensive knowledge of the documents and forms required to complete consumer loans, IRAs, business accounts, plastic cards, online banking and bill payment transactions. Detail-oriented, with proficiency in computer software (Microsoft Word and Excel), data entry, ten-key calculator, cash counting and math skills. Proficient in use of credit union's computer system for member account management. Able to remain calm under difficult circumstances. Skillfully handles and resolves difficult member situations for member satisfaction within appropriate guidelines and procedures. Ability to attain mastery certification in remote delivery channels and to discuss these channels with members. Ability to use judgment and discretion when handling confidential member account information. Strong organizational and time management skills. Proven ability to follow through on tasks with accuracy and pay close attention to detail. Working knowledge of federal and state financial institution regulations. Flexibility to deal with unexpected events, and attend meetings and events that may occur outside of regularly scheduled work hours. Work schedule may vary to provide sufficient service levels. Ability to maintain high standards in areas of security, accuracy, thoroughness, completeness and neatness of documentation, system input, and correspondence. Assists will all aspects of the coin counter. Performs additional duties as directed by management. Requirements Two years of college or an associate's degree preferred and a commensurate level of language, math and reasoning skills. However, two or more years of experience in a comparable position may be substituted. Two years of customer service experience in a financial institution or two years retail customer service experience in a sales environment. Must possess knowledge of methods, practices and terminology of credit union or retail banking. Technology Requirements Employees must have smartphone (iOS or Android) to access company applications for tasks and security purposes. Employees must install and use designated apps for access control and two-factor authentication to access company systems. Supervisory Responsibilities None Work Environment/Physical Activities This position requires limited physical effort. Employee must be able to stand and walk for extended lengths of time as well as reach, stoop, or kneel, or to lift and move at least 50 pounds. The ability to read small print and color vision may also be required. Continuous speaking and hearing when interacting with members, staff and vendors. Frequent use of judgment, reasoning and patience and negotiation when resolving problems. Frequent use of initiative and problem solving skills. Continuous concentration and precision to ensure accuracy of work. Frequent performance of basic and complex numerical calculations, as well as writing, reading, comparing and analyzing. Continuous memory demands in recalling credit union policies, services, state and federal regulations. Occasional travel to credit union events and for job-specific purposes. Office hours dependent upon location. Work shifts, duties and work locations may be rotated to accommodate the needs of the organization.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Details** Information **Requisition Number** S4707P **Home Org Name** Entomology and Plant Pathology **Division Name** College of Agriculture Title** Financial Associate (Part-time) **Job Class Code** DE02A **Appointment Status** Part-time **Part-time FTE** .50 **Limited Term** Yes **Limited Term Length** **Job Summary** **This is a part-time (50%) one year, limited term appointment renewable upon satisfactory job performance and availability of funds.** The individual selected for this position will assist with routine financial transactions and payment services for the department of Entomology and Plant Pathology. **Essential Functions** Responsibilities include, but are not limited to the following: + Assist faculty, staff, and students with general financial matters, including travel vouchers and payment of invoices on vendor vouchers. + Assist with purchasing card reconciliations each month. + Prepare collections reports and journal vouchers (budget transfers and departmental error corrections). + Prepare purchase requisitions and work with faculty and staff to secure all required backup documentation (quotes, vendor disclosures, sole source, software approvals, etc.). + Assist the departmental accountant and department chair with other financial matters as needed, including generating reports, entering salary wage transfers, entering labor distribution EPAFs, etc. + Perform other duties as assigned. **Why Work at Auburn?** + **Life-Changing Impact** : Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world. + **Culture of Excellence** : We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education. + **We're Here for You** : Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance. + **Sweet Home Alabama** : The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches. + **A Place for Everyone** : Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged. Ready to lead and shape the future of higher education? Apply today! War Eagle! Minimum Qualifications **Minimum Qualifications** High school diploma or equivalent and 4 years of experience in financial support services. Degrees accepted in lieu of experience Minimum Skills, License, and Certifications **Minimum Skills and Abilities** **Minimum Technology Skills** Demonstrated proficiency and experience working with MS Excel **Minimum License and Certifications** Desired Qualifications **Desired Qualifications** Desired qualifications include knowledge of or experience with Auburn University's financial policies and procedures. Posting Detail Information **Salary Range** $31,200 - $37,200 **Job Category** Business/Accounting/Finance **Working Hours if Non-Traditional** **City position is located in:** Auburn **State position is located:** Alabama **List any hazardous conditions or physical demands required by this position** **Posting Date** 08/25/2025 **Closing Date** **Equal Opportunity Compliance Statement** It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit theirwebsite (*************************************** to learn more. **Special Instructions to Applicants** **Quick Link for Internal Postings** ******************************************* **Documents Needed to Apply** **Required Documents** 1. Resume 2. Cover Letter **Optional Documents**

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Paul Sheets - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Job DescriptionBenefits: Life Insurance Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Role Description: As an Account Representative for Costa Head State Farm Agency, you play a crucial role in supporting daily business operations and contributing to the success of our customers. You will foster agency growth by building meaningful relationships with clients and serving as an effective liaison between customer needs and internal departments. By proactively promoting relevant products and services, you help improve the lives of our customers. Advance your career while making a positive impact in your community. We seek attentive, personable, and sales-driven professionals to join our team. Responsibilities: Provide detailed information regarding insurance products and services. Assist customers with policy applications, renewals, and related processes. Address customer inquiries promptly and professionally. Maintain accurate and up-to-date records of customer interactions. Qualifications: Strong communication and interpersonal skills. Detail-oriented with the ability to multitask effectively. Previous experience in customer service or sales is preferred.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new / replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer's relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $35,299.47 USD Median: $40,230.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsBroad Street Phenix CityLocation:Phenix City, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross-selling and up-selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. On average, spends approximately 80% of time performing transactional functions and 20% of time performing servicing functions. Job Duties and Responsibilities * Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. Lobby Leadership, welcoming and greeting customers as they enter the branch, providing a warm and friendly atmosphere. * Assesses customer needs, shares and educates in alignment with the digital strategy and directs them to the appropriate service areas or banking representatives. * Executes a variety of customer transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. Assists customers with inquiries and provides issue resolution in a professional and composed manner. Thanks each customer for their business and treats every individual as a valued Synovus customer. Assists customers with routine inquires regarding account balances and account information. Cashes checks and processes withdrawals, pays out money after verification of signatures and balances. Prepares official checks and money orders. Refers customer to an officer for authorization to cash check when needed. * Counts, checks and packages coins and currency. Balances cash drawer at the end of the day and reports any discrepancies. Checks the night depository bags and records information. Accepts retail and commercial deposits, verifies cash and endorsements and provides customer with a receipt. Accepts savings deposits and withdrawals, verifies signatures. * Optimizes the customer relationship referring customer to branch team members and/or Synovus partners for cross selling opportunities. Listens carefully to customers to understand their financial priorities and promotes bank products, digital options and services accordingly. Promotes Synovus products such as consumer deposits, loans, IRAs, certificate of deposits, and credit cards. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to capture and track referrals. * Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Supports sales campaigns and bank initiatives and products as assigned and shares specific product information and sales tips. Champions the digital strategy and utlizes, shows and engages customers with the in-branch digital tools. * Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Completes compliance and other assigned training on time. * Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area. * Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. * Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an equal opportunity employer committed to fostering an inclusive work environment. Minimum Education: High school diploma or equivalent Minimum Experience: Six months of customer service, sales or other related work experience or completion of one year of college/vocational school in lieu of work experience. Required Knowledge, Skills, & Abilities: * Knowledge of bank operations, policies and procedures and federal bank regulations * Knowledge of bank products and services * Strong customer service skills * Aptitude for consultative selling * Strong listening and comprehension skills to be able to identify customer financial needs, goals and objectives * Strong interpersonal skills to establish rapport with customers * Careful attention to detail with ability to manage time and multi-task * Mathematical skills * Proficiency using Microsoft Office software products Preferred Knowledge, Skills, & Abilities: * Experience with cash handling is preferred. * Knowledge of bank operations, policies and procedures and federal bank regulations * Knowledge of bank products, services, policies and procedures

FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. While the primary role of the Financial Associate is to accurately complete customer transactions received by either night deposit, phone or in-person, the Financial Associate is also responsible for upholding the outstanding reputation and culture of the bank by providing unmatched hospitality and customer support. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Answer incoming calls, whether externally or internally; Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Miscellaneous projects and other duties as requested by Management Cross train & back up the Customer Service Rep. (CSR) by opening, closing and maintaining support on all account types. Minimum Qualifications: High School diploma or equivalent Previous banking or cash handling experience preferred Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Skills, Abilities & Expectations: Be familiar with and follow policy and procedures, and support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

Financial Advisor - Capital City Bank - More than your bank. Your banker. Hours Monday - Friday 40 Hours Financial Advisors with Capital City Investments (CCI) deliver personalized investment solutions to help clients work toward their long term financial goals. They provide clients with specialist advice on how to manage their money via investment and insurance products based on clients' needs and investment tolerance through LPL Financial, a registered Broker/Dealer, member FINRA and SIPC. Advisors must have the proper professional qualifications and follow strict financial industry rules, and provide client with unbiased financial investment advice. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums. All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities Securing a sale Works directly with Sales Manager to develop sales strategies and activities with the expectation of exceeding production sales goals. Develop referral sources outside the Bank with existing clients, CPAs, attorneys, Bank associates and other related sources of investment business. This often requires outside business development calls. Must be available to meet with clients and/or potential clients in person, in/out the office. Requires early morning and/or late evening meetings with clients, based on their availability. Meet with clients in the office, business premises, or home. Conduct in-depth reviews of client' financial circumstances, current provision and future aims. Analyze data and recommend investment options and advise of potential risks. Conducts risks analysis; researches the marketplace and recommends the appropriate products and services, ensuring clients are aware of and understand products that best meet their needs, and then securing a sale. Cross refer Bank products and use financial planning tools. Attend Sales meetings, as determined by Sales Manager, to discuss products being offered as well as industry updates, tax implications and industry compliance matters. Additionally, new sales techniques will be introduced at these meetings for future implementation. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard. Associated Duties Provides additional support to manager and department colleagues. Completes all assigned/required Bank training within established timelines. Knowledge, Skills and Abilities (KSAs) Required The following KSAs are usually acquired through post high school education with specialized business training course(s) and two to five years related experience: Proficiency in Word and Excel. Excellent communication, interpersonal and listening skills. Ability to network and establish relationships with clients and referral sources. Negotiating and influencing skills, as well as determination and tenacity. A target-driven mindset. Flexible approach to work. Decision-making skills. Demonstrable sales skills. High degree of personal integrity, discretion, and an ethical and professional approach to work. Must adhere to Bank's Motor Vehicle Guidelines. Professional Licenses/Education FINRA licenses Series 7 and 66 are required to sell regulated investment products. Insurance licenses are also required. Associate or Bachelor's degree in business or finance from an accredited college required. Relevant experience may substitute for the education. Working Conditions Professional atmosphere. Office environment with frequent travel to assigned offices or client meetings. Driving as required by position. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits Medical, Dental and Vision Life Insurance 401(k) with Matching Flexible Spending Accounts Tuition Assistance Stock Purchase Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.