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Client Services Representative
Addison Group 4.6
Finance service representative job in Apex, NC
Job Title: Client ServiceRepresentative
Industry: Specialty Coatings / Manufacturing / Chemicals
Pay: $65,000-$70,000 base salary
Benefits: Vision, Dental, Health, 401k
Job Description:
Addison Group is partnering with a global leader in specialty coatings to identify a Client ServiceRepresentative for their Apex, NC location. This direct-hire role was created due to growth and restructuring within the customer service function and will support approximately 200 active customers in a fast-paced manufacturing and technical environment.
This is a highly visible, customer-facing role requiring a proactive, service-oriented professional who thrives in high-touch customer interactions and complex order management.
Responsibilities:
Manage end-to-end customer order processing from entry through shipment and billing
Input, review, and validate customer orders to ensure accuracy and readiness for shipment
Proactively communicate with customers regarding order status, delays, changes, and logistics issues
Coordinate deliveries and ensure customer carriers are prepared and aligned
Serve as a primary point of contact for repeat customers and ongoing relationships
Handle customer inquiries, complaints, and escalations with professionalism and confidence
Generate, maintain, and analyze order, billing, and service-level reports
Perform daily billing activities, including issuing debits and credits
Maintain and update customer pricing files and documentation
Coordinate warehouse pickups with customers, sales teams, and third-party warehouses
Qualifications:
3-5 years of customer service or inside sales experience in a manufacturing or similar environment
SAP experience required
Proficiency in Microsoft Office and web-based systems
High school diploma or equivalent required
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
$65k-70k yearly 4d ago
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Dispatcher/CSR
Aireserv Heating and Air Conditioning
Finance service representative job in Raleigh, NC
Dispatch scheduled service, maintenance, and sales calls - Receive incoming calls in professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additi Dispatcher, Dispatch, Driver
$27k-35k yearly est. 3d ago
Investment Real Estate Banker
First National Bank of Pennsylvania 4.5
Finance service representative job in Raleigh, NC
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
Investment Real Estate Banker 3
Business Unit:Commercial Banking
Reports to:Varies by Assignment
Position Overview:
This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets.The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans.The incumbent advises borrowers on financial status and methods of payments.The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products.
Primary Responsibilities:
Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules.
Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans.
Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs.
Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality.
Handles customer complaints and takes appropriate action to resolve them.
Stays abreast of new types of loans and other financialservices and products to better meet customer's needs.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position
Knowledge of banking laws and regulations
Experience in community and civic activities
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$83k-121k yearly est. 1d ago
Licensed Customer Service & Sales Rep. - Raleigh, NC (New Hope)
The Auto Club Group 4.2
Finance service representative job in Raleigh, NC
Join America's most trusted brand with over 100 years of service.
Why Choose AAA The Auto Club Group (ACG)
ACG offers excellent and comprehensive benefits packages:
* Medical, dental and vision benefits
* 401k Match
* Paid parental leave and adoption assistance
* Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
* Paid volunteer day annually
* Tuition assistance program, professional certification reimbursement program and other professional development opportunities
* AAA Membership
* Discounts, perks, and rewards and much more
A DAY IN THE LIFE of a Field Insurance ServiceRepresentative
The Auto Club Group is seeking a Field Insurance ServiceRepresentative who will provide a high level of support to the Insurance Agency and members by servicing existing insurance accounts.
* Perform retention calls, process applications, renewals, amendments, resolve customer problems, as well as selling membership and financial products (credit cards)
* Provide price quotes on all insurance products and factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale
* Take insurance payments (initial, installment, lapse, or reinstatement)
* Respond to customers' insurance inquiries and explains product features and Auto Club Group service advantages to potential customers for the purpose of promoting and selling various insurance, membership, and financial products
* Refer to agent when appropriate
* Recognize and promote cross-sale opportunities within the context of servicing a change to an existing member's policy and provide efficient processing of customer policies, endorsements, and status and coverage changes in accordance with state rules and corporate policies and procedures
* Provide customer assistance through the performance of sales processing activities and assists management and agents when applicable
* Conduct outbound promotional and retention call activities per management request and provides general promotion of Auto Club Group products and services following established guidelines
* Participate in a team environment to promote customer satisfaction and consistent service following the customer service model
* Receive and resolve member/customer complaints and seeks assistance from management in complaint resolution as necessary
* Participate in office events developed to generate insurance revenue, improve member awareness of products, and support local community activities
* Fulfill, maintain and service insurance policies
* Respond to inquiries regarding insurance availability, eligibility, coverage. Prepare insurance proposals, policy changes, transfers, and billing clarification
* Contact members or insureds regarding the renewal of delinquent memberships, late premium payments and to solicit reinstatements in the event of policy cancellations
* Verify new business applications
* Refer relevant members/insureds to other lines of business (i.e. Travel and Life)
* Process insurance and membership payments
* Update electronic member information
* Maintain filing systems and provide other general Agency support
HOW WE REWARD OUR EMPLOYEES
Starting hourly wage of $23.00 - $25.50 per hour, based on experience
WE ARE LOOKING FOR CANDIDATES WHO
Required Qualifications:
* A Current Property & Casualty Insurance license
* Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
* Successful completion of Customer Service, Insurance and Membership training within 6 months of hire
Education:
* High School Diploma or equivalent
Work Experience:
* Provide a high level of customer-focused service
* Service insurance policies and processing applications, renewals, and amendments
* Respond to billing and coverage questions
* Process monetary transactions; Taking payments
* Promote the sales of insurance products and services using established guidelines
* Present complex information in a clear and concise manner
Knowledge and Skills:
* Analyze member/potential customer insurance needs and determine appropriate levels of coverage
* Prepare appropriate rate quotations
* Organize, plan and promote the sale of ACG insurance and membership products and services
* Perform outbound service calls
* Maintain accurate records
* Insurance terminology
* General insurance regulations
* Underwriting procedures
* Sales regulatory and compliance guidelines
* Insurance Systems and/or membership systems (e.g., PPS, POS, IMS, IPM)
* Work effectively in a team environment
* Work independently, with minimal supervision
* Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
* Proficient in using Microsoft Office products
* Read, comprehend, and communicate clearly and concisely in the work environment and with the public (e.g., explain instructions, rules and procedures)
* Perform mathematical calculations to accurately perform monetary transactions
* Work under pressure in a high volume, fast paced customer service environment
* Successfully complete appropriate training relative to all Auto Club Group (ACG) products and services
Work Environment
Work in a temperature-controlled office environment. Willingness and ability to work irregular hours to include weekends, holidays, and community events.
#LI-KH1
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financialservice offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financialservices, and roadside assistance.
And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit ***********
Important Note:
ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.
AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
$23-25.5 hourly 18h ago
Hourly Trader
Alliance for Cooperativ
Finance service representative job in Raleigh, NC
Raleigh, NC
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education.
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$60k-103k yearly est. Auto-Apply 19d ago
Hourly Trader
Acespower
Finance service representative job in Raleigh, NC
Raleigh, NC
This position will be responsible for the management of generation and native load requirements of any participating member or client. This position will be accountable for generation and load scheduling, demand side management, transmission purchases, energy transactions, market interaction, hourly sales of member's generation or contract resources and purchasing as required.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Manage market of generation or contract resources for participating Members and Clients.
Manages market exposure with regards to open book positions.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision making abilities.
Coordination of Demand Side Management activities.
Assists in the gathering of power marketing intelligence.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitors market conditions and analyzes transactions to help identify and execute energy trades.
Manages optimization opportunities of client portfolios.
Excellent customer relationship management skills and ability to build business relationships with other companies
Ability to travel.
Adheres to and is supportive of all ACES corporate policies and complies with all regulatory requirements including but not limited to NERC, FERC and relevant state regulations as applicable to the position.
Any additional responsibilities assigned by management.
Required Qualifications
Bachelor's degree in business or related field or an Associate's degree with applicable power trading experience from an institution accredited by an accrediting agency recognized by the US Department of Education.
Previous business experience preferred to include price negotiation, data analysis and customer service.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Microsoft Excel, Word, and PowerPoint and familiarity with ACES systems
Application and use of critical thinking skills.
$60k-103k yearly est. Auto-Apply 19d ago
Investment Real Estate Banker
First National Trust Company
Finance service representative job in Raleigh, NC
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
Investment Real Estate Banker 3
Business Unit: Commercial Banking
Reports to: Varies by Assignment
Position Overview:
This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets. The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans. The incumbent advises borrowers on financial status and methods of payments. The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products.
Primary Responsibilities:
Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules.
Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans.
Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs.
Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality.
Handles customer complaints and takes appropriate action to resolve them.
Stays abreast of new types of loans and other financialservices and products to better meet customer's needs.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position
Knowledge of banking laws and regulations
Experience in community and civic activities
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$50k-105k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Chad Richards
Finance service representative job in Raleigh, NC
Responsive recruiter Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
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. Compensation: $50,000.00 - $75,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Raleigh, NC and help customers with their insurance and financialservices needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
As a FinancialServicesRepresentative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach to customer engagement ensuring that each interaction is meaningful and tailored to that customer's needs allowing you to identify new opportunities for growth and retention. Additionally, you will balance routine transactions and interactions with assisting customers through more complex banking matters while contributing to consistent growth and enhancing the financial well-being of our customers.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners
Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust
Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction
Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers.
Contributes to the efficient and effective operation of a well-run branch by following established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and/or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Advanced customer service skills
Intermediate verbal, written, and listening skills
Intermediate problem solving skills
Intermediate collaboration skills
Intermediate understanding of banking products and services
Advanced adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Intermediate critical thinking skills
Intermediate negotiation skills
Intermediate relationship building skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
$31k-37k yearly est. 14d ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance service representative job in Raleigh, NC
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$46k-89k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Chad Richards-State Farm Agent
Finance service representative job in Raleigh, NC
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
State Farm Insurance Agent located in Raleigh, NC is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
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.
$31k-51k yearly est. 7d ago
Banker
Quality Talent Group
Finance service representative job in Siler City, NC
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financialservices, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financialservices employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$41k-88k yearly est. 13d ago
Correctional Food Service Officer (Western Region-NC)
Nc State Highway Patrol
Finance service representative job in Durham, NC
Agency
Adult Correction
Division
Job Classification Title
Correctional Food Service Officer I (S)
Number
Grade
NC05
About Us
The NC Department of Adult Correction is one of the largest state agencies with more than 14,000 employees. It is responsible for safeguarding and preserving lives and property through prevention, protection, and preparation as well as the care, custody, and supervision of all adults sentenced for violating North Carolina laws. This department includes state prisons with custody, healthcare, and facility operations staff as well as probation/parole officers who supervised sentenced people in the community. Other divisions include Administration, Health Services, Rehabilitation & Reentry, Special Operations and the Post-Release Supervision & Parole Commission. We have a mission that matters!
Description of Work
The North Carolina Department of Adult Correction is seeking dedicated individuals to join our team as Correctional Food Service Officers (CFSO). This role offers a rewarding career path in public safety and food service management within a secure correctional environment. Employees in this position play a vital role in ensuring safe, efficient, and compliant meal preparation and delivery for the offender population while maintaining security and sanitation standards.
Correctional Food Service Officer Responsibilities:
- Supervise and instruct offenders in food preparation, serving, and cleanup activities according to established menus and schedules.
- Monitor compliance with sanitation, safety, and security standards in all food service areas.
- Maintain strict control of tools, equipment, and offender movement to ensure facility security.
- Inspect food items and supplies for quality and quantity; report shortages or discrepancies promptly.
- Operate and maintain kitchen equipment and ensure preventive maintenance is completed.
- Complete required documentation, including production records, temperature logs, and inventory reports.
- Coordinate timely meal service and distribution to designated housing units.
- Respond to emergencies or security incidents in food service areas following established procedures.
- Train and oversee offender work crews to ensure adherence to food service standards.
- Assist with ordering, receiving, and storing food and supplies in compliance with inventory control procedures.
Knowledge Skills and Abilities/Management Preferences
All applications received will be reviewed and considered for all three levels of
Correctional Food Service Officer
(Officer l, ll, and lll) based upon the individual qualifications of each applicant as well as the business needs of the Institution.
Some NC prisons contain more than one custody level of offenders. Offenders are assigned to various "custody" levels including "Minimum," "Medium," and "Close" which identifies the level of supervision that is required. As such, each Correctional Food Service Officer level of classification below corresponds with the custody level of offenders that they will be supervising.
Correctional Food Service Officer I:
Minimum
- Offenders at these facilities require a minimum amount of oversight, they are permitted to enter/exit cells without permission during certain times of the day.
Salary Range: $32,639 -$57,117
Salary Grade: NC05
Correctional Food Service Officer II:
Medium
- Offenders at these facilities do not require as much oversight as those at Close facilities but require more supervision than those at Minimum facilities.
Salary Range: $34,270 - $59,973
Salary Grade: NC06
Correctional Food Service Officer III:
Close
- Offenders at these facilities always require close supervision. Movement throughout the prison is heavily controlled.
Salary Range: $35,984 - 62,971
Salary Grade: NC07
All hires are eligible for a $3,000 Sign on Bonus. Additionally, positions are eligible for employee referral bonus program ($1,000).
Facility Locations
When choosing your county of residence or desired location of work, please refer to the Facilities Map.
Personal Appearance Policy
Employees must adhere to an appearance and grooming standard. Every employee is mandated to be in compliance with this policy.
Basic Correctional Officer Training (BCOT)
Once hired as a Correctional Officer, you will be required to attend six weeks of Basic Correctional Officer Training (BCOT). Training is held during specific time frames throughout the year which will require you to stay overnight at a training facility, with weekends at home. Room and board are provided for. Transportation can be available upon request
Work Schedules
Full- time officers may:
Transition to higher level officers as opportunities arise,
Transition across the state within different institution locations and
Take advantage of internal promotional opportunities and growth
Employees must be able to work any shift including rotating, fixed shift, or split shift.
All shifts may include days, nights, weekends, holidays, and mandatory overtime as required
.
Trainee Progression Candidate Consideration
If there are no qualified candidates remaining in the applicant pool who meet the minimum Education and Experience or Knowledge, Skills, and Abilities required for the position, the agency may consider for this position, a trainee who does not meet the minimum requirements. Salary for a trainee may be set at a lower level than the classification salary range and recruitment range that is listed in the posting with the salary being adjusted up according to state policy as the trainee has obtained the necessary additional education and experience to fully meet the minimum qualifications as outlined in the classification specification.
About the Division of Institutions
The Division of Institutions is responsible for the care and custody of approximately 30,000 individuals incarcerated in 53 prisons across North Carolina. Our division categorizes the institutions into various custody levels, which include Minimum, Medium, and Close, to ensure that the precise level of supervision is provided. With the purpose to provide every individual in custody proper care and supervision, irrespective of their custody level.
Compensation and Benefits
The State of North Carolina offers excellent comprehensive benefits. Eligible employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis). Eligible employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees. Visit the website for State Benefits.
Supplemental Contact Information
NCDAC uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position. For more information about the North Carolina Department of Adult Corrections (NCDAC), please visit us at our website.
Application Process
Be sure to complete the application in its entirety.
Resumes will not be accepted in lieu of completing this application.
Information should be provided in the appropriate areas, to include the following: Education, including high school and all degrees obtained, Work Experience, and Certificates & Licenses. It is critical to our screening and salary determination process that applications contain comprehensive candidate information.
Answers to Supplemental Questions are not a substitute for providing all relevant information within the body of your application. To receive credit for the supplemental questions, you must provide supporting information within the "Work Experience" section of the application to support your answers.
If multiple applications are submitted to an individual posting, only the most recent application received prior to the closing date will be accepted. Applications must be submitted by 11:59 PM on the night before closing date.
Applicants may be subject to a criminal background check.
If applying for a position certified through the NC Dept. of Justice - Criminal Justice Standards Division, click this link for specific certification requirements: Correctional & Probation/Parole Officer Certification.
The NC Dept. of Adult Correction must adhere to the US Dept. of Justice Final Rule on the "National Standards to Prevent, Detect, and Respond to Prison Rape."Click this link for information on hiring and promotion prohibition requirements for all positions in the NC Dept. of Adult Correction: PREA Hiring and Promotion Prohibitions (Download PDF reader) (Download PDF reader).
Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. The hiring process may take several weeks.
Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. The State of North Carolina/Office of State Human Resources (OSHR) uses the National Association of Credential Evaluation Services (NACES) as a referral resource for applicants who need to have their credentials certified as equivalent.
For a list of organizations that perform this specialized service, please visit the NACES membership website at ******************************
Degree/College Credit Verification
Degrees must be received from appropriately accredited institutions.
Transcripts, degree evaluations, and cover letters may be uploaded with your application.
Veterans' and National Guard Preference
Applicants seeking Veteran's Preference must attach a DD-214 Member-4 Form (Certificate of Release or Discharge from Active Duty) to their applications.
Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application, if they are a current member of the NC National Guard in good standing.
Applicants who are former members of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service, must attach a copy of the DD 256 or NGB 22, along with the state application.
ADA Accommodations
Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), NCDAC is committed to the full inclusion of all qualified individuals. As part of this commitment, NCDAC will ensure that people with disabilities, or known limitations covered by the PWFA, are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below.
Minimum Education and Experience
Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details.
Necessary Special Qualifications
Must be eligible for certification by the North Carolina Criminal Justice Education & Training Standards Commission. Click HERE for specific certification requirements.
AND
Applicants must have an active driver's license
Minimum Education and Experience for a Trainee Appointment
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer I
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer II
High school or General Educational Development (GED) diploma and two years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer III
High school or General Educational Development (GED) diploma and three years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
EEO Statement
The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.
Recruiter:
Monica Adrain Malone
Email:
*********************
$36k-63k yearly Auto-Apply 5d ago
Personal Banker I
First Bank 4.6
Finance service representative job in Dunn, NC
Job Description
The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and ServiceRepresentative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
Opens all types of personal and business accounts and prepare related documentation (25%).
Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. 29d ago
Business Banker - Raleigh
First National Bank (FNB Corp 3.7
Finance service representative job in Raleigh, NC
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$35k-39k yearly est. Auto-Apply 4d ago
Business Banker - Raleigh
First National Bank of Pennsylvania 4.5
Finance service representative job in Raleigh, NC
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$29k-34k yearly est. 4d ago
Part Time (20 Hours) Associate Banker, White Oak Garner Branch, Garner, NC Bilingual Spanish Required
JPMC
Finance service representative job in Garner, NC
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Reading and speaking in both Spanish and English fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$50k-105k yearly est. Auto-Apply 60d+ ago
Correctional Food Service Officer (Eastern Region-NC)
Nc State Highway Patrol
Finance service representative job in Wilson, NC
Agency
Adult Correction
Division
Job Classification Title
Correctional Food Service Officer I (S)
Number
Grade
NC05
About Us
The NC Department of Adult Correction is one of the largest state agencies with more than 14,000 employees. It is responsible for safeguarding and preserving lives and property through prevention, protection, and preparation as well as the care, custody, and supervision of all adults sentenced for violating North Carolina laws. This department includes state prisons with custody, healthcare, and facility operations staff as well as probation/parole officers who supervised sentenced people in the community. Other divisions include Administration, Health Services, Rehabilitation & Reentry, Special Operations and the Post-Release Supervision & Parole Commission. We have a mission that matters!
Description of Work
The North Carolina Department of Adult Correction is seeking dedicated individuals to join our team as Correctional Food Service Officers (CFSO). This role offers a rewarding career path in public safety and food service management within a secure correctional environment. Employees in this position play a vital role in ensuring safe, efficient, and compliant meal preparation and delivery for the offender population while maintaining security and sanitation standards.
Correctional Food Service Officer Responsibilities:
- Supervise and instruct offenders in food preparation, serving, and cleanup activities according to established menus and schedules.
- Monitor compliance with sanitation, safety, and security standards in all food service areas.
- Maintain strict control of tools, equipment, and offender movement to ensure facility security.
- Inspect food items and supplies for quality and quantity; report shortages or discrepancies promptly.
- Operate and maintain kitchen equipment and ensure preventive maintenance is completed.
- Complete required documentation, including production records, temperature logs, and inventory reports.
- Coordinate timely meal service and distribution to designated housing units.
- Respond to emergencies or security incidents in food service areas following established procedures.
- Train and oversee offender work crews to ensure adherence to food service standards.
- Assist with ordering, receiving, and storing food and supplies in compliance with inventory control procedures.
Knowledge Skills and Abilities/Management Preferences
All applications received will be reviewed and considered for all three levels of
Correctional Food Service Officer
(Officer l, ll, and lll) based upon the individual qualifications of each applicant as well as the business needs of the Institution.
Some NC prisons contain more than one custody level of offenders. Offenders are assigned to various "custody" levels including "Minimum," "Medium," and "Close" which identifies the level of supervision that is required. As such, each Correctional Food Service Officer level of classification below corresponds with the custody level of offenders that they will be supervising.
Correctional Food Service Officer I:
Minimum
- Offenders at these facilities require a minimum amount of oversight, they are permitted to enter/exit cells without permission during certain times of the day.
Salary Range: $32,639 -$57,117
Salary Grade: NC05
Correctional Food Service Officer II:
Medium
- Offenders at these facilities do not require as much oversight as those at Close facilities but require more supervision than those at Minimum facilities.
Salary Range: $34,270 - $59,973
Salary Grade: NC06
Correctional Food Service Officer III:
Close
- Offenders at these facilities always require close supervision. Movement throughout the prison is heavily controlled.
Salary Range: $35,984 - 62,971
Salary Grade: NC07
All hires are eligible for a $3,000 Sign on Bonus. Additionally, positions are eligible for employee referral bonus program ($1,000).
Facility Locations
When choosing your county of residence or desired location of work, please refer to the Facilities Map.
Personal Appearance Policy
Employees must adhere to an appearance and grooming standard. Every employee is mandated to be in compliance with this policy.
Basic Correctional Officer Training (BCOT)
Once hired as a Correctional Officer, you will be required to attend six weeks of Basic Correctional Officer Training (BCOT). Training is held during specific time frames throughout the year which will require you to stay overnight at a training facility, with weekends at home. Room and board are provided for. Transportation can be available upon request
Work Schedules
Full- time officers may:
Transition to higher level officers as opportunities arise,
Transition across the state within different institution locations and
Take advantage of internal promotional opportunities and growth
Employees must be able to work any shift including rotating, fixed shift, or split shift.
All shifts may include days, nights, weekends, holidays, and mandatory overtime as required
.
Trainee Progression Candidate Consideration
If there are no qualified candidates remaining in the applicant pool who meet the minimum Education and Experience or Knowledge, Skills, and Abilities required for the position, the agency may consider for this position, a trainee who does not meet the minimum requirements. Salary for a trainee may be set at a lower level than the classification salary range and recruitment range that is listed in the posting with the salary being adjusted up according to state policy as the trainee has obtained the necessary additional education and experience to fully meet the minimum qualifications as outlined in the classification specification.
About the Division of Institutions
The Division of Institutions is responsible for the care and custody of approximately 30,000 individuals incarcerated in 53 prisons across North Carolina. Our division categorizes the institutions into various custody levels, which include Minimum, Medium, and Close, to ensure that the precise level of supervision is provided. With the purpose to provide every individual in custody proper care and supervision, irrespective of their custody level.
Compensation and Benefits
The State of North Carolina offers excellent comprehensive benefits. Eligible employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis). Eligible employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees. Visit the website for State Benefits.
Supplemental Contact Information
NCDAC uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position. For more information about the North Carolina Department of Adult Corrections (NCDAC), please visit us at our website.
Application Process
Be sure to complete the application in its entirety.
Resumes will not be accepted in lieu of completing this application.
Information should be provided in the appropriate areas, to include the following: Education, including high school and all degrees obtained, Work Experience, and Certificates & Licenses. It is critical to our screening and salary determination process that applications contain comprehensive candidate information.
Answers to Supplemental Questions are not a substitute for providing all relevant information within the body of your application. To receive credit for the supplemental questions, you must provide supporting information within the "Work Experience" section of the application to support your answers.
If multiple applications are submitted to an individual posting, only the most recent application received prior to the closing date will be accepted. Applications must be submitted by 11:59 PM on the night before closing date.
Applicants may be subject to a criminal background check.
If applying for a position certified through the NC Dept. of Justice - Criminal Justice Standards Division, click this link for specific certification requirements: Correctional & Probation/Parole Officer Certification.
The NC Dept. of Adult Correction must adhere to the US Dept. of Justice Final Rule on the "National Standards to Prevent, Detect, and Respond to Prison Rape."Click this link for information on hiring and promotion prohibition requirements for all positions in the NC Dept. of Adult Correction: PREA Hiring and Promotion Prohibitions (Download PDF reader) (Download PDF reader).
Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. The hiring process may take several weeks.
Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. The State of North Carolina/Office of State Human Resources (OSHR) uses the National Association of Credential Evaluation Services (NACES) as a referral resource for applicants who need to have their credentials certified as equivalent.
For a list of organizations that perform this specialized service, please visit the NACES membership website at ******************************
Degree/College Credit Verification
Degrees must be received from appropriately accredited institutions.
Transcripts, degree evaluations, and cover letters may be uploaded with your application.
Veterans' and National Guard Preference
Applicants seeking Veteran's Preference must attach a DD-214 Member-4 Form (Certificate of Release or Discharge from Active Duty) to their applications.
Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application, if they are a current member of the NC National Guard in good standing.
Applicants who are former members of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service, must attach a copy of the DD 256 or NGB 22, along with the state application.
ADA Accommodations
Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), NCDAC is committed to the full inclusion of all qualified individuals. As part of this commitment, NCDAC will ensure that people with disabilities, or known limitations covered by the PWFA, are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below.
Minimum Education and Experience
Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details.
Necessary Special Qualifications
Must be eligible for certification by the North Carolina Criminal Justice Education & Training Standards Commission. Click HERE for specific certification requirements.
AND
Applicants must have an active driver's license
Minimum Education and Experience for a Trainee Appointment
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer I
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer II
High school or General Educational Development (GED) diploma and two years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer III
High school or General Educational Development (GED) diploma and three years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
EEO Statement
The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.
Recruiter:
Anchal Mishra
Email:
*********************
$36k-63k yearly Auto-Apply 5d ago
Personal Banker III
First Bank 4.6
Finance service representative job in Raleigh, NC
The position of Personal Banker III is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker III will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker III is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on more than 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and ServiceRepresentative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (25%).
Opens all types of personal and business accounts and prepares related documentation (75%).
Inputs and closes personal and small business loan applications including DDA lines of credit, credit card applications, home-equity, auto, boat, CD, other Personal secured or unsecured loans; as well as business loans (as determined by Credit Administration).
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Actively participates in community activities that may generate new customer leads and supports Bank's overall CRA goals and initiatives. Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$30k-36k yearly est. Auto-Apply 8d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Cary, NC?
The average finance service representative in Cary, NC earns between $24,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Cary, NC
$40,000
What are the biggest employers of Finance Service Representatives in Cary, NC?
The biggest employers of Finance Service Representatives in Cary, NC are: