Finance representative jobs in Pensacola, FL

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren't treated like an account number, but as part of the family. Our Values We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other. Integrity We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility. Care We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else. Growth We set ambitious goals, provide personal development opportunities, and encourage results. Innovation We challenge the status quo to enhance the member's experience and solve tomorrow's challenges today. Working at Gulf Winds Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect: Open and transparent communication with your leaders Consistent coaching and opportunities to improve performance. Collaborative and team-focused environments Short and long-term professional development Opportunity to participate in cross-functional projects. With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast. Role: The Financial Advisor is responsible for providing comprehensive financial planning, investment management, and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial Advisor acts as a strategic partner, guiding clients through all aspects of their financial life. Essential Functions & Responsibilities: Provides sound advice to clients and credit union member prospects to determine financial goals, identify suitable products and services based on unique needs and risk tolerance, present customized recommendations and financial plans, offer advice and complete the sales and engagement process. Leverage relationships with Raymond James to execute our long term growth strategies within the organization. Identify and keep abreast of new market trends. Utilize this knowledge to communicate with potential and existing clients in regards to portfolio creation or changes. Build relationships with credit union retail teams and other credit union centers of influence. Maintain member/ client files and books and records in compliance with the requirements of our broker/ dealer, FINRA, state regulations and insurance regulators as well as including the NCUA. Performs other job related duties as assigned. Performance Measurements: 1. Maintain and submit accurate, timely reporting. 2. Complete assigned responsibilities with minimum number of errors according to established department standards. 3. Ensure compliance with all applicable rules and regulations in all areas of job activities. 4. Provide informed, professional, accurate service and support to all members and associates. 5. Keep management informed regarding key operating issues affecting the credit union. 6. Complies with all applicable rules, regulations and policies, including but not limited to BSA, OFAC and Physical Security. Knowledge and Skills: Experience: Three years of similar or related experience. Education: Preferred college degree (BS or BA in a relevant field). Series 7, 66 FINRA licenses, Life & Disability insurance required: CFP Preferred. Interpersonal Skills: Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions. Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position. Other Skills: Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., but may be required to work nights and/or weekends. Must adhere to safety rules and regulations This Job Description is not a complete statement of all duties and responsibilities comprising the position. Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.

Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture. PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia. Careers Do you have a passion for helping others?Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too. Join the team. You'll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits. The pay for this position is $19.00/hr. About the role: This part-time role, offering flexibility and guaranteeing a minimum of 12 hours per week, is designed to support critical functions consistent with the liquidity strategy of the Credit Union. The Finance Intern, working under the guidance of the Treasury Analyst and collaborating with other stakeholders involved in modeling and reporting, will play a proactive role in ensuring accuracy and timeliness in the finance department's operations. Responsibilities include preparing reports, contributing to the enhancement of financial analyses, and facilitating communication across departments regarding decisions made at the weekly Liquidity Monitoring meeting. This position is tailored to accommodate the dynamic schedules of those pursuing their education, while providing substantial exposure to practical financial operations. Major Duties and Responsibilities: Prepare and deliver weekly liquidity analysis to support pricing decisions and strategic planning. Collaborate with the Treasury Analyst to manage corporate accounts with the Federal Home Loan Bank and Federal Reserve, ensuring accuracy, compliance, and operational efficiency. Communicate rate changes and liquidity updates to key internal stakeholders, including Marketing and IT, to ensure alignment and timely execution. Continuously evaluate and refine liquidity monitoring processes, reporting tools, and methodologies. Partner with the Sr. Financial Analyst to identify gaps, improve efficiency, and implement practical solutions that enhance treasury oversight and support decision-making. Maintain a strong focus on data integrity, process consistency, and actionable insights. Work with other members of the department to cross-train on other operational tasks. Serve as back-up to Finance Analyst and Treasury Analyst on daily operational tasks. Continue to develop a foundation of competencies to allow seamless transition to full-time employment with the Credit Union. Provide ad-hoc analysis from data sources using various report writing applications. Ensure deadlines are met with high degree of accuracy within the analysis and reporting. Performs other job-related duties as assigned. Minimum Qualifications: Under one year of similar or preparatory experience. A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours. Other Skills: Strong communication skills and analytical skills are required. Must be proficient with general office equipment and computers/software. This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Full-time Description Our partner, BayView Private Wealth , is seeking a motivated and dedicated Financial Advisor Associate to join the team. This role involves working closely with an established Senior Advisor to service an existing book of business within a successful comprehensive financial planning practice. The goal is for the Associate Advisor to learn and develop under the guidance of the Senior Advisor, with the potential for advancement and succession planning in the future. Location: This is a full-time, in office position based in Destin, FL. Key Responsibilities: Assist the Senior Advisor in servicing the existing book of business, including attending client meetings, portfolio reviews, and financial planning sessions. Develop retention strategies and new business through relationship building with clients and next generation. Support financial planning efforts using tools such as MoneyGuidePro and other fintech platforms Maintain accurate and up-to-date client records in Salesforce and manage client and portfolio data in Orion. Assist in the onboarding of client assets including investment analysis, disclosure creation, and assistance with client rollovers and transfers. Collaborate with Schwab for account management and client service needs. Participate in client meetings, taking notes and following up on action items. Assist in the development of comprehensive financial planning strategies to include tax, estate, and risk management solutions. Provide clients with timely and accurate information and guidance regarding their financial plans and investment portfolios. Continuously enhance knowledge and skills through professional development and training. Assist the Senior Advisor in portfolio management with day-to-day trading using various trading platforms. Perform various research functions into investments, insurance, tax, and estate law changes. What We Offer: Competitive salary range of $80,000-$100,000, depending on experience, with potential of annual bonus Comprehensive benefits package to include PTO, group health & dental, 401k plan with matching contributions, and paid holidays A supportive and collaborative work environment Requirements Qualifications: Series 65 license required. 3-5 years of experience in a financial servicing role preferred. Having a CFP designation preferred but must be willing to obtain if not currently pursuing. Desire to become a full-fledged Financial Advisor. Some financial planning experience required; proficiency with MoneyGuidePro preferred. Experience with Salesforce, iRebal, Orion, and Schwab is highly desirable. Familiar with insurance solutions like life, health and long-term care a plus Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. High level of integrity and professionalism. Ability to work independently and as part of a team. Strong organizational skills and attention to detail. Salary Description 80,000-100,000 DOE

About us Members First Credit Union of Florida is a small business in Pensacola, FL. WE'RE LOOKING FOR MEMBER-FOCUSED PROFESSIONALS LIKE YOU! This is your chance to be part of the Members First Credit Union of Florida team, where you'll make a difference every day. Our employees keep the satisfaction of our entire membership as a top priority. We are dedicated to showing the greatest attention and appreciation every time we work with our members. We are excited that you are considering a future with Members First Credit Union of Florida. It is through our employees that we consistently exceed the expectations of our members by providing superior service that coincides with our pillars of community, partnership, and family. POSITION SUMMARY Represent the Credit Union in a professional and courteous manner. Must be service oriented and greet and serve the members and guests promptly and professionally in a concierge type of environment. EDUCATION AND/OR EXPERIENCE High school diploma or the equivalent. Cash handling experience preferred, but not required. Abilities generally acquired on the job in 12 months. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES Knowledge and basic understanding of cash services and branch operations, procedures, products and services. Must have good communication skills, professional appearance, and positive attitude. Good math and typing skills are needed. Ability to operate related computer applications, electronic services and other business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Must be bondable. ESSENTIAL DUTIES AND RESPONSIBILITIES Assumes responsibility for efficient, effective, and accurate performance of cash services functions: Serves as the primary member contact person for the Credit Union by greeting members and guests to the Credit Union in a professional, concierge manner. Performs routine member transactions in the lobby or drive-thru area, including deposits, withdrawals, check cashing, official checks, money orders, cash advances, loan payments, line-of-credit advances, wires, electronic services, and miscellaneous sales (i.e. pre-paid cards and discounted movie tickets). Monitors amounts and examines negotiable documents for endorsement to detect and resolve discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Assists with ATM balancing and processes deposits for ATM and night deposit. Presents, explains and actively cross-sells Credit Union products and services to members and assists in meeting their financial needs, including all types of available accounts, rates, and other related services. Close depository accounts offered by the Credit Union with supervisors' assistance. Orders checks, completes and processes stop payments, change of address, payroll deduction, and authorization forms. Performs file maintenance as needed. Solves account problems for members by listening, collecting data, securing answers and reporting results to the inquiring party. Keeps supervisor informed of any significant problems or concerns. Ensures that work area is clean, secure, and well maintained. Maintains and projects the Credit Union's professional reputation and the privacy of its members. Required to follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC and the USA Patriot Act, Customer Identification Program (CIP) and Customer Due Diligence (CDD). Understands that failure to comply with these requirements may be subject to strong disciplinary action, up to and including termination by the Credit Union, as well as civil and criminal penalties. Performs other duties as assigned. PHYSICAL DEMANDS Possible vigorous work; likely to be standing, walking and sitting throughout daily activities of greeting members and assisting them with basic cash services and/or other duties. Exerts up to approximately 30 lbs. of force occasionally. No hazardous or significantly unpleasant conditions. Normal office environment where temperature is maintained throughout the year. May require travel to different branches on short notice. HOURS The hours of this job are standard and related to the needs of the membership and business flow. Monday through Friday 8:00 AM - 5:00 PM & Saturday Rotation 8:30 AM - 12:30 PM The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhausted list of all duties, responsibilities, and skills required of personnel so classified. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

River Bank & Trust is looking for a Financial Advisor who is prepared to make a difference in the lives of our customers, by providing sound advice regarding their financial planning and needs. This is achieved not only through the bank's commitment to support your success, but also through your community involvement and relationships paired with your professional financial experience. 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: Meet with customers to assess their financial needs and goals Develop strategies that align with each customer's risk tolerance and financial objective Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services Guide the customer through their options and each step towards suitable and risk-appropriate financial decisions Cultivate and maintain customer relationships, including regular account reviews and community involvement Maintain and stay updated on regulatory compliance and industry trends Build and maintain customer relationships, internal referral network, and community involvement Minimum Qualifications: Bachelor's degree in finance or related field, preferred At least 2 years' experience as a Financial Advisor or relevant experience Certifications to include: Alabama Insurance Life and Health License, Series 7, Series 66 Skills, Abilities & Expectations: This position may require traveling within the region at a minimum. Must have transportation that allows for this. Knowledge of financial options and products with a willingness to adapt to industry trends Expertise in financial planning and investment strategies Be familiar with and follow policy and procedures Stay abreast of regulatory requirements and industry trends Ability to maintain composure and professionalism in volatile and high anxiety environments Ability to exhibit patience, professionalism and calm composure with difficult or agitated customers Complete annual compliance training applicable to the position Customer service must be a top priority whether internally or externally Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Ability to analyze financial information and explain market data Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are essential Willingness to adapt to change Work within a variety of different financial planning software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work regularly, on time, and withstand varying degrees of stress Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products including: Word, Excel, and Outlook Physical Demands: The 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 intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbents must attend work regularly, 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, good standing, fully competent performance, and other non-discriminatory subjects. Equal Opportunity Employer Statement: River Bank & Trust is proud to be an equal-opportunity employer committed to maintaining a diverse and inclusive work environment. We will not discriminate based on race, age, disability, or any other non-merit characteristics when considering qualified applicants/employees for hire, transfers, promotions, terminations, training, or any other opportunities that may arise.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Health insurance 401(k) matching Position Overview Looking for a part-time job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office. Responsibilities Establish customer relationships and follow up with customers, as needed. 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... Group Life Insurance Benefits Salary plus commission/bonus Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ 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 Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) 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: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Insurance Account Representative - State Farm Agent Team Member with Will Rentschler - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals. In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement. RESPONSIBILITIES: Generate leads and actively pursue new business opportunities. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. Maintain accurate client records and manage policy updates efficiently. QUALIFICATIONS: Excellent communication and relationship-building abilities. Experience in sales or customer service preferred. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment.

Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. * Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model * Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc. * Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved * Execute and role model the Renasant service standards in every customer and teammate interaction * Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank * Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly * Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations * Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships * Participate in community activities as a representative of Renasant Bank; * Serve as a back-up Teller or Head Teller, if needed * Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions * Properly complete all account maintenance activities * Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent required, college education preferred * Minimum of 1 year related customer experience and sales experience required * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to produce individual and team sales and customer experience results * Ability to remain focused on customer financial needs and acts with the customers priorities in mind * Knowledgeable of the financial services industry and local community to better serve the customer * Effective written and verbal communication skills * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: * Minimum of 2 years of successful personal sales experience * Ability to handle complex transactions with limited supervision * Operational strength with limited exceptions * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: * Current State insurance license * Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable * Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Hourly Pay: $15 - $19 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement ROLE DESCRIPTION: As an Account Representative for Jenny Roberts State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client 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 better 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 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.

Job DescriptionBenefits: Monthly bonuses Group life insurance 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Position Overview: Ready to become a key player on an innovative team that's been making waves in insurance since 2006? Your search ends here! Our agency is expanding, and we're seeking passionate individuals to join us on our journey. With an office in Spanish Fort, Alabama, we offer a supportive work environment and plenty of fun along the way. As part of our team of eleven seasoned professionals, you'll have the chance to engage with clients all over the Southeast, helping them discover their insurance needs. Plus, enjoy quarterly outings and become part of a community that values growth and collaboration. Responsibilities: Establish customer relationships and follow up with customers, as needed. 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. Work alongside your agencys team to ensure successful, long-lasting customer relations. The 3 qualities we look for when hiring are: Goal-oriented Passionate/outgoing Motivated to succeed Requirements: Interest in marketing products and services based on customer needs Excellent communication skills to assist customers and coordinate with other agency team members People-oriented Detail oriented Proactive in problem solving Ability to work in a team environment

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations Responsibilities * Coach and serve as a mentor to Relationship Bankers and Tellers * Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers * Handle the cash shipment and vault management for a branch * Ability to handle the origination of consumer loans. * Identify customer needs and make the appropriate referrals through proactive sales/service efforts * Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. * Deliver an exceptional customer experience that follows Trustmark's service standards * Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) * Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed * Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales * Making outreach calls to customers and/or prospects * Comply with the bank's guidelines, policies, procedures, and standards of performance * Travel between branch locations * Perform additional duties as assigned Qualifications * High school diploma or GED * 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. * Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment * Be able to register with the National Mortgage Licensing System and Registry (NMLS) * Able to use basic math concepts and can handle routine transactions and close out the cash drawer * Exceptional customer service skills with the ability to learn and communicate Trustmark products * Pass appropriate assessment tests related to customer service and math skills * Able to meet sales goals in a retail environment * Basic computer skills and the ability to learn internal technology systems to perform work tasks * Strong interpersonal and communication skills both verbal and written * Time management skills * Detail-oriented with a focus on quality and accuracy * Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis * Experience in maintaining and balancing a cash drawer preferred * Prior supervisory experience in a retail or bank environment preferred * Prior experience processing consumer or mortgage loans preferred * 2 years of banking industry knowledge specifically of the Relationship Banker position preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Job DescriptionBenefits: One on One coaching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Profit sharing Training & development ROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Ryan Cabaniss - 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: 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 DescriptionBenefits: 401(k) Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIPTION: As an Insurance Account Representative for Courtney Simpson Insurance 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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending ActThis position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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: **************************************************************************

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 moderately complex to complex tasks. **Weekly Scheduled Hours** : Monday-Friday 9AM-5PM **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 and/or participating in meetings to promote sales, product knowledge and customer service. - 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) - 2 - 5 years of experience as a Universal Banker or Teller **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.

Job Description About us Members First Credit Union of Florida is a small business in Pensacola, FL. WE'RE LOOKING FOR MEMBER-FOCUSED PROFESSIONALS LIKE YOU! This is your chance to be part of the Members First Credit Union of Florida team, where you'll make a difference every day. Our employees keep the satisfaction of our entire membership as a top priority. We are dedicated to showing the greatest attention and appreciation every time we work with our members. We are excited that you are considering a future with Members First Credit Union of Florida. It is through our employees that we consistently exceed the expectations of our members by providing superior service that coincides with our pillars of community, partnership, and family. POSITION SUMMARY Represent the Credit Union in a professional and courteous manner. Must be service oriented and greet and serve the members and guests promptly and professionally in a concierge type of environment. EDUCATION AND/OR EXPERIENCE High school diploma or the equivalent. Cash handling experience preferred, but not required. Abilities generally acquired on the job in 12 months. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES Knowledge and basic understanding of cash services and branch operations, procedures, products and services. Must have good communication skills, professional appearance, and positive attitude. Good math and typing skills are needed. Ability to operate related computer applications, electronic services and other business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Must be bondable. ESSENTIAL DUTIES AND RESPONSIBILITIES Assumes responsibility for efficient, effective, and accurate performance of cash services functions: Serves as the primary member contact person for the Credit Union by greeting members and guests to the Credit Union in a professional, concierge manner. Performs routine member transactions in the lobby or drive-thru area, including deposits, withdrawals, check cashing, official checks, money orders, cash advances, loan payments, line-of-credit advances, wires, electronic services, and miscellaneous sales (i.e. pre-paid cards and discounted movie tickets). Monitors amounts and examines negotiable documents for endorsement to detect and resolve discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Assists with ATM balancing and processes deposits for ATM and night deposit. Presents, explains and actively cross-sells Credit Union products and services to members and assists in meeting their financial needs, including all types of available accounts, rates, and other related services. Close depository accounts offered by the Credit Union with supervisors' assistance. Orders checks, completes and processes stop payments, change of address, payroll deduction, and authorization forms. Performs file maintenance as needed. Solves account problems for members by listening, collecting data, securing answers and reporting results to the inquiring party. Keeps supervisor informed of any significant problems or concerns. Ensures that work area is clean, secure, and well maintained. Maintains and projects the Credit Union's professional reputation and the privacy of its members. Required to follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC and the USA Patriot Act, Customer Identification Program (CIP) and Customer Due Diligence (CDD). Understands that failure to comply with these requirements may be subject to strong disciplinary action, up to and including termination by the Credit Union, as well as civil and criminal penalties. Performs other duties as assigned. PHYSICAL DEMANDS Possible vigorous work; likely to be standing, walking and sitting throughout daily activities of greeting members and assisting them with basic cash services and/or other duties. Exerts up to approximately 30 lbs. of force occasionally. No hazardous or significantly unpleasant conditions. Normal office environment where temperature is maintained throughout the year. May require travel to different branches on short notice. HOURS The hours of this job are standard and related to the needs of the membership and business flow. Monday through Friday 8:00 AM - 5:00 PM & Saturday Rotation 8:30 AM - 12:30 PM The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhausted list of all duties, responsibilities, and skills required of personnel so classified. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence. * Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model * Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc. * Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved * Execute and role model the Renasant service standards in every customer and teammate interaction * Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank * Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly * Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations * Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships * Participate in community activities as a representative of Renasant Bank; * Serve as a back-up Teller or Head Teller, if needed * Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions * Properly complete all account maintenance activities * Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent required, college education preferred * Minimum of 1 year related customer experience and sales experience required * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to produce individual and team sales and customer experience results * Ability to remain focused on customer financial needs and acts with the customers priorities in mind * Knowledgeable of the financial services industry and local community to better serve the customer * Effective written and verbal communication skills * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Personal Bankers: * Minimum of 2 years of successful personal sales experience * Ability to handle complex transactions with limited supervision * Operational strength with limited exceptions * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts For all Licensed Personal Bankers: * Current State insurance license * Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable * Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.