Post job

Finance service representative jobs in Chapel Hill, NC

- 1,508 jobs
All
Finance Service Representative
Member Service Representative
Customer Service Representative
Relationship Banker
Banking Associate
Personal Banker
Investment Banker
Finance Service Specialist
Banker
Sales Representative
Investment Representative
  • Licensed Sales Representative

    Johnnie-O 3.7company rating

    Finance service representative job in Raleigh, NC

    What You'll Do: Grow licensed sales revenue and manage territory strategy Build and maintain customer relationships Identify new opportunities, including custom corporate programs Communicate updates on product, market trends, and account needs Partner internally across teams and support industry events What You Bring: BS degree and/or 5+ years apparel or industry sales experience Strong communication, organization, and forecasting skills Ability to analyze retail data and manage multiple priorities Team-oriented mindset and advanced Microsoft Office skills
    $20k-35k yearly est. 1d ago
  • Customer Service Representative Greensboro, NC

    Alorica 4.1company rating

    Finance service representative job in Greensboro, NC

    Customer Service Representative** **Terms: Full-time** **Pay: $16/hr** **Join Team Alorica** At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within! But that's not all...we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work. **Job Summary** As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues. **Responsibilities** + Assist customers with issues and concerns they are experiencing during the use of the product and/or service + Document call-related information for auditing and reporting purposes + Maintain and update customer information as necessary + Upsell current customers on new or enhanced services **Qualifications** + High school diploma or GED + Customer service experience is a plus + Strong computer navigational skills + Familiarity with Microsoft Office applications (Word, Excel) + Excellent oral and written communication skills + Exceptional listening/comprehension skills + Professional and courteous + Customer oriented **Work Environment** + Regular work performed in a climate-controlled, call-center environment + Ongoing usage of phone and computer systems **Physical Demands** + Constant sedentary work **Benefits** + Health, dental, and vision coverage/HSA + PTO + Optional daily pay or weekly pay + 401K retirement plan + Leadership programs + Paid training and tuition reimbursement + Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies + Employee assistance program + Additional voluntary benefits **Next Steps** 1. Place an application 2. Complete your online assessment 3. Our team will review your application 4. If selected to move forward, our team will follow up directly \#AloricaJobs #GreensboroNC #Hiring DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $16 hourly 60d+ 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 financial services 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.
    $113k-211k yearly est. Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, (New Build) Oxford Commons, Durham, NC

    JPMC

    Finance service representative job in Durham, 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. 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 3d ago
  • Financial Services Specialist II

    First National Bank 4.1company rating

    Finance service representative job in Danville, VA

    Full-time Description Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist II to join our team in Brosville, VA! The Financial Services Specialist II provides leadership and successfully promotes teamwork while coordinating the retail branch deposit service functions in consultation with the Branch Manager. This includes, but is not limited to: Ensuring smooth, efficient Teller operations in compliance with regulatory and operational guidelines Acting as a liaison between the Branch Tellers and other Bank personnel What will you be doing in this role? Performing Teller duties Executing the directives of the Branch Manager and other members of the Bank's management Opens new accounts, certificates of deposit, and other products offered by the Bank. Answers customer questions, provides account opening information, updates customer and account information, and ensures that proper paperwork is completed and entered on the computer system Providing guidance for other Tellers who need assistance in conducting transactions or managing challenging customer issues Assists in preparing reports for branch performance, audit, and compliance purposes. Coordinates regular branch audits and testing. Enhancing Branch operations by recommending changes for improvement Ensuring a neat appearance of facilities and maintaining supply inventories for the Branch What's in it for you? Competitive salary and Incentive Plan opportunity Comprehensive medical, dental, vision and life insurance benefits Generous Paid Time Off (PTO) and 11 paid holidays Paid Parental Leave and other paid extended leave for eligible employees 401(k) Match Program and Pension Plan Tuition Reimbursement Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans We focus on the growth and development of our employees. The Financial Services Specialist II has the ability to grow professionally at FNB Requirements What will you need? High School graduate or equivalent required. Associate's degree in business, finance, or a related field preferred One to three years of proven customer service and job-related experience, preferably in banking or financial services. Prior experience in opening and servicing customer accounts and knowledge of relevant banking regulations and operational policies is a plus To be a well-organized, detail-oriented, problem solver who shows strong initiative and works quickly and accurately with minimal supervision Excellent oral, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly Proficient in use of PC based products including Word, Outlook and Deposit Pro. Basic Excel skills Basic math skills including ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Some flexibility to work outside of normal business hours Physical/Environmental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer
    $51k-101k yearly est. 27d ago
  • Customer Service Representative

    Pro-Serv Food Equipment 4.1company rating

    Finance service representative job in Raleigh, NC

    Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Training & development Vision insurance Paid time off Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary We are seeking a Customer Service Representative to join our team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is friendly, computer savvy, and is able to remain calm under pressure. Responsibilities Receive a high volume of inbound calls and emails Identify the reason for the customers call, collect relevant information, and provide solutions Refer to premade scripts for a variety of customer service topics Use best practices in customer service techniques to develop rapport and build relationships with customers Document all customer interactions Meet personal and team quotas Attend trainings to maintain up-to-date skills and knowledge Qualifications High school diploma/GED Previous experience as a Customer Service Representative or in a similar role is preferred Comfortable using computers and customer management software Excellent phone and verbal communication skills Understanding of active listening techniques Ability to work well under pressure Highly organized with the ability to prioritize projects and manage time effectively
    $27k-35k yearly est. 16d ago
  • Customer Service Representative (Full Time)

    Liberty Medical Specialties 4.1company rating

    Finance service representative job in Durham, NC

    Job DescriptionSalary: Liberty Medical Specialties, Inc. - a leading provider of home medical equipment, supplies and services - is looking for a full time Customer Service Representative in Durham, NC! The position of Customer Service Representative (CSR) performs the initial intake of patient referrals and customers, processes insurance benefits verification and provides basic equipment demonstration. The CSR is also responsible for preparing and managing paperwork and other documentation required for effective billing and collections. Duties of the CSR position include, but are not limited to, the following: Order taking and basic customer service functions, including collections of patient demographic, medical and therapy information, as well as insurance financial information and documentation. Process retail sales transactions and maintain retail inventory when applicable. Coordinate with warehouse/distribution to ensure proper delivery, set-up/pick-up of equipment and/or supplies Coordinate (via telephone or in person) with customers and referral sources concerning updates and/or changes, as well as received orders for changes or discontinuance of services. Participate in weekly on-call rotation ( not effective immediately: only after successful completion of training requirements). MUST HAVES: Basic knowledge/familiarity with medical terminology and diagnostic codes. Recent experience with insurance verification, healthcare benefits assessment and paperwork/documentation for billing Medicare, Medicaid and private insurances Good organizational skills Effective communication skills Dependable attendance High School Diploma Must pass drug test DESIRED QUALIFICATIONS (will be given preference): At least some college education At least 6 months of recent, related experience. FULL TIME POSITION - benefits (medical, dental, vision, life insurance, PTO, Holiday pay, 401(k) & more) COMPENSATION - Hourly wage APPLY ONLINE TODAY! Simply Click "Apply" at the top of this page. No phone calls please. Liberty Medical Specialties is a family-owned company that opened in October of 1993 with one location. Today, the company services patients throughout the Carolinas and beyond with branches across the state. We are dedicated to providing quality care to our patients; from our family to yours. We comply with the Equal Employment Opportunity Commission and are dedicated to a fair hiring process. We do not make hiring decisions based on race, color, religion, sex ( including pregnancy), national origin, age, disability or genetic information.
    $25k-33k yearly est. 22d ago
  • Customer Service Rep - HCP

    Mindlance 4.6company rating

    Finance service representative job in Morrisville, NC

    Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************* Its a simple route driver job and company will be providing the car. Duration: 2 weeks Job description: Provides medical and technical information with high quality customer service. Documents interactions according to company and client guidelines. Identifies and records adverse events and product complaints. Processes fulfillment (e.g., mail, fax, e-mail) and administrative responsibilities as needed. • Provides medical and technical information with high quality customer service. Documents interactions according to company and client guidelines. Identifies and records adverse events and product complaints. • Works closely with internal and external client contacts (up to and including members of client management) to resolve complex customer and HCP issues. • Maintains knowledge of policies and procedures including client products, SOPs, protocols, GCPs, and all applicable regulatory requirements. • Other duties as assigned. Education and Experience: • High / Secondary school diploma or equivalent and relevant formal academic / vocational qualification • Previous experience that provides the knowledge, skills, and abilities to perform the job (comparable to 4 years' relevant medical experience in a health care or pharmaceutical industry with responsibilities involving counseling or providing medical information) • Or Bachelor's degree preferred or equivalent and relevant formal academic / vocational qualifications. Shifts can be from 8 am - 4 pm or 12 pm to 8 pm • In some cases a second language may be required. Knowledge, Skills and Abilities: • Excellent organizational skills • Strong attention to detail • Ability to handle multiple tasks • Effective verbal and written communication skills • Excellent problem solving skills • Excellent language skills (comprehension, speaking, reading and writing); Fluency skills in a second language may be required • Excellent computer and keyboarding skills • Time management skills • Excellent interpersonal skills • Ability to work in a team environment and/or independently as needed • Demonstrated confidence and initiative • Proven flexibility and ability to adapt quickly to shifting priorities and workload Working Conditions and Environment: • Work is performed in an office environment with exposure to electrical office equipment. • Constant interaction with clients/associates required. • Constant attention to detail-visual, mental. • Constant multi-tasking. • Daily exposure to high pressure, intense concentration needed. • Rotating shifts may be required. • Occasional driving to site locations with occasional travel. • Long varied work hours required occasionally. Physical Requirements: • Frequently stationary for 4-6 hours per day. • Repetitive hand movement of both hands with the ability to make fast, simple, repeated movements of the fingers, hands, and wrists. • Occasional mobility required. • Occasional crouching, stooping, bending and twisting of upper body and neck. • Light to moderate lifting and carrying (or otherwise moves) objects including luggage and laptop computer with a maximum lift of 15-20 lbs. or 7-11 kgs. • Ability to access and use a variety of computer software developed both in-house and off-the-shelf. • Ability to communicate information and ideas so others will understand; with the ability to listen to and understand information and ideas presented through spoken words and sentences. • May interact with others, relating and gathering sensitive information. Interaction includes diverse groups. Qualifications Shifts can be from 8 am - 4 pm or 12 pm to 8 pm • In some cases a second language may be required. Physical Requirements: • Frequently stationary for 4-6 hours per day. • Repetitive hand movement of both hands with the ability to make fast, simple, repeated movements of the fingers, hands, and wrists. • Occasional mobility required. • Occasional crouching, stooping, bending and twisting of upper body and neck. • Light to moderate lifting and carrying (or otherwise moves) objects including luggage and laptop computer with a maximum lift of 15-20 lbs. or 7-11 kgs. • Ability to access and use a variety of computer software developed both in-house and off-the-shelf. • Ability to communicate information and ideas so others will understand; with the ability to listen to and understand information and ideas presented through spoken words and sentences. • May interact with others, relating and gathering sensitive information. Interaction includes diverse groups. Additional Information All your information will be kept confidential according to EEO guidelines.
    $29k-37k yearly est. 4h ago
  • CCC Customer Service Representative

    Jf 4.1company rating

    Finance service representative job in Morrisville, NC

    The JF Petroleum Group stands as a premier leader in the North American fueling infrastructure industry, offering comprehensive turn-key solutions for distribution, construction, and service needs. We serve a diverse clientele including retail fueling stations, commercial and government fleets, and emergency power customers. This is an in-office position, and the hours are Monday-Friday 9am-6pm Job Duties: Direct requests and unresolved issues to the designated source. Keep records of customer interactions and transactions including inquiries, comments, and complaints. Respond promptly to customer's inquiries. Obtain and evaluate all relevant information to handle product and service inquiries. Enter detailed notes obtained by phone calls and emails into ERP system. Input service requests with required billing and service information. Reassure information is accurate and comprehensive. Provide information on existing customer requests by phone, email, and web portals. Communicate and coordinate with internal departments (service, sales, distribution) Requirements Highschool Diploma or GED required Knowledge of customer service principles and practices; previous industry experience a plus Knowledge of relevant computer applications (Microsoft Word/Excel, familiarity with large-scale ERP systems, Microsoft Dynamics NAV is a plus Ability to type (40+ WPM a plus) Knowledge of administrative procedures Numeric, oral and written language applications Must be able to meet company's employment requirements, which includes passing a drug screen, criminal background check, and MVR, if driving for the company Physical Requirements: include occasional lifting/carrying of 10 pounds; visual acuity, speech and hearing; hand and eye coordination and manual dexterity necessary to operate a computer keyboard and basic office equipment. Subject to sitting, standing, reaching, walking, twisting, and kneeling to perform the essential functions. Working conditions are primarily inside an office environment. Prolonged periods sitting at a desk and working on a computer. JF Petroleum offers: Competitive pay 401(k) with company match Paid time off Paid holidays Health benefits (eligible 1st of the month following 30 days) including Medical, Vision, Dental, Disability Life insurance-company provided Bonus program eligibility Paid training for field personnel Uniforms provided for field personnel *JF Petroleum Group is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual
    $28k-35k yearly est. 33d ago
  • Investment Real Estate Banker

    First National Bank (FNB Corp 3.7company rating

    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 financial services 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.
    $37k-45k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Chad Richards-State Farm Agent

    Finance service representative job in Clayton, 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 Clayton, 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. 12d 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 42d ago
  • Part Time (30 Hours) Associate Banker, (New Build) Oxford Commons, Durham, NC

    Jpmorgan Chase Bank, N.A 4.8company rating

    Finance service representative job in Durham, 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. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $22k-50k yearly est. 2d ago
  • Customer Service Representative II

    Architectural Fabrication, Inc. 3.3company rating

    Finance service representative job in Youngsville, NC

    **This role is not open for submissions from outside staffing agencies** Customer Service Representative (CSR) II What Brought You Here: Pay range: $18-$21/hr. depending on experience Weekly Pay Quarterly Incentive Compensation Bonus Plan based on company performance Quarterly safety bonus opportunities Shift Days and Hours: 1 st (M-F, 8:00am - 5:00pm) Benefits starting DAY ONE! Who You Are: The Customer Service Representative II (CSR II) is a mid-level customer service professional who supports the organization by telephone, email, and fax. This role is responsible for obtaining, analyzing, and verifying customer order information accurately and efficiently while maintaining a high standard of service and customer satisfaction. The CSR II proactively initiates corrective actions, collaborates cross-functionally, and assists in identifying potential sales opportunities. This position requires strong product knowledge, problem-solving skills, and the ability to manage complex customer interactions independently. What You Will Be Doing: Answer incoming customer service calls within established Key Performance Indicators (KPIs), including call response time, order turnaround, and accuracy standards. Receive, process, and verify the accuracy of customer orders using internal workflow/CRM systems and customer purchase orders. Initiate and manage responses to new orders, order changes, and customer requests, ensuring accurate order and customer information. Proofread and validate entered orders, ensuring correct codes, pricing, and specifications prior to final confirmation. Manage daily customer back orders and communicate status updates proactively. Ensure correct warranties are distributed as requested and adhere to accounts receivable (AR) processes and requirements. Handle or refer customer complaints related to product or service issues to the appropriate department for investigation and resolution. Conduct timely follow-up calls (within 2-3 hours) to customers with questions or concerns. Answer customer technical questions regarding products and services with confidence and accuracy. Maintain strong working relationships with internal teams and external customers to ensure seamless service delivery. Collaborate with scheduling, production, sales, project managers, and branch/regional locations to ensure customer expectations are met. Prepare price quotations using the price book and create custom quotations when required. Modify quote status once orders are placed to ensure visibility and consistency across the sales team. Identify and contribute to potential sales lead generation and targeted customer service initiatives. Participate in department meetings, continuous improvement initiatives, and ongoing product training. Provide backup support to team members as assigned by management. What Skill Will You Bring: Associate's degree preferred; equivalent combination of education and experience will be considered. 2-4 years of related customer service experience required; industry experience (e.g., manufacturing, glass, aluminum, or construction-related fields) preferred Proven experience in a customer service role, preferably in a mid-level or complex order environment. Strong multitasking, organizational, and time-management skills with high attention to detail. Excellent written and verbal communication, interpersonal, and conflict-resolution skills. Ability to collect, analyze, and verify data accurately. Proficient in Microsoft Office Suite and experienced with CRM or ERP systems. Strong mathematical skills, including the ability to calculate discounts, percentages, proportions, commissions, and apply basic algebra and geometry concepts. Regular, predictable attendance and adherence to all safety policies and procedures. Must be able to use standard office equipment, including computers, phones, fax machines, and copiers. Must pass a background check and be authorized to work in the United States. Why Trulite: Trulite offers the most comprehensive benefit coverage in the industry. Including immediate access to all health, dental, vision and life insurance for you and your family. Our commitment to you as a member of our team also includes both Long Term and Short-Term Disability coverage to help protect you financially. Because we value your financial health, we provide not only a comprehensive wellness initiative, but we also provide financial literacy, providing all employees with a comprehensive financial wellness program. This includes access to a percentage of your pay daily if needed and a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continues to grow until need. Employer match is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical wellbeing but your financial health and welfare too. Let us show you a way to financial independence while being a valuable member of our team. We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.
    $18-21 hourly 1d ago
  • Inside Sales/Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Raleigh, NC

    FASTSIGNS #110201 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $0.16 - $0.22 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Representative II, Customer Service Operations

    Cardinal Health 4.4company rating

    Finance service representative job in Raleigh, NC

    **What Customer Operations Support contributes to Cardinal Health** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations is responsible for providing services to customers by acting as a liaison in problem-solving, research and order problem/dispute resolution. **_Responsibilities_** + Offer professional and timely service as a representative of Cardinal Health at-Home + Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions + Provide problem resolution for order issues in a timely manner **_Qualifications_** + High School diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years' experience in Customer Service preferred + Prior computer experience using Microsoft Office systems required + Team-oriented mindset + Demonstrate a passion for healthcare + Strong organizational skills and attention to detail **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance, including usage of SOP's and written instructions. + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems + Demonstrate excellent communication skills + Must be able to multitask in a fast-paced environment + Must maintain a distraction free workspace. **Anticipated hourly range:** $15.70 per hour to $22.50 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/16/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $15.7-22.5 hourly 11d ago
  • Financial Services Representative-Riverside Drive

    Carter Bank 4.3company rating

    Finance service representative job in Danville, VA

    As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to 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) 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 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: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking 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
    $26k-31k yearly est. 3d ago
  • Customer Service Representative

    Capitol Coffee 3.7company rating

    Finance service representative job in Raleigh, NC

    Job Description Summary: Capitol Coffee Systems is seeking a detail-oriented and proactive Customer Service Representative to manage customer interactions and ensure a seamless experience for clients. The ideal candidate will demonstrate strong communication skills and a customer-focused attitude while efficiently handling multiple tasks. Essential Duties and Responsibilities: •Phone and Email Support: ◦ Answer incoming phone calls and respond to customer emails promptly, providing accurate information and assistance. •Order Management: ◦ Enter and process customer orders, including approving web orders. ◦ Update customer records to ensure accuracy and completeness. ◦ Invoice sales orders accurately and in a timely manner. •Service Case Management: ◦ Issue service cases for customer issues and track progress until resolution. ◦ Manage delivery error cases by issuing, closing, and ensuring follow-up. •Product Management: ◦ Enter equipment requests from route sales personnel and reallocate products as needed. ◦ Generate daily backorder reports to track outstanding orders. ◦ Implement daily date changes for sales orders to accommodate customer requests. •Documentation and Record Keeping: ◦ File invoices and maintain organized records of all customer transactions and communications. • Other duties as assigned. Supervisory: This position does not oversee staff. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: • High school diploma or equivalent; additional education or training in customer service is a plus. • Previous experience in customer service or administrative roles is preferred. Required Skills/Abilities: • Strong organizational skills and attention to detail. • Excellent verbal and written communication skills. • Proficiency in Microsoft Office Suite and experience with CRM software. • Ability to work independently and collaboratively within a team. Certificates, Licenses, Registrations: • N/A Work Environment: The work is typically performed in a fast-paced office setting focused on teamwork and excellent customer service. Opportunities for professional growth and skill development are available. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Prolonged periods sitting at a desk and working on a computer. • Ability to communicate effectively with customers and team members via phone and email. • Must be able to perform repetitive movements over long periods. Powered by JazzHR eDzfSGRptf
    $26k-33k yearly est. 5d ago
  • Member Services Representative Weekend

    Excel Fitness

    Finance service representative job in Durham, NC

    Grow with us! We're Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 130+ clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 states in great markets like Austin, Dallas, Raleigh, Tulsa, and NW Arkansas. We are opening new clubs each year and with that kind of growth, you can build a great career here! In fact most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager(responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations! But it all starts at the front desk - where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness. Essential Duties and Responsibilities - Provide an exceptional customer service experience. -Responsibilities include: Check members into the system. Take prospective members on tours then assist them with the new account sign-up process Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Detailed cleaning in all areas of the facility. Qualifications/Requirements Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. People with positive mental attitudes excel here! Customer service background preferred. Punctuality and reliability is a must. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occasionally lift up to 50 lbs. Will occasionally encounter commercial cleaning products during shift. Our team players and members are our top priority! That's why we are following super-strict safety and cleaning protocols. Mask up! All of our team players are required to wear masks at all times while in-club and members are required to follow all state & local mask mandates. Squeaky Clean! We've always been known for our clean clubs, but we have kicked that up to ensure our equipment and facilities are effectively sanitized against COVID-19. Social Fitnessing! We offer a touch-less check in for our members and promote keeping a safe distance between all. Need a day off? Full time employees have paid leave to take a break! Benefits & Perks Make payday any day by taking advantage of our financial wellness benefit, MyFlexPay Every Team Player receives a FREE Planet Fitness Black Card Membership Our Employee Assistance Program (EAP) gives you free and confidential access to counseling resources PLUS - Paid Time Off (PTO), Paid Parental Leave, and Health Insurance Benefits are offered to all eligible Team Players What are you waiting for? APPLY TODAY! Compensation: $10.50 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
    $18k-28k yearly est. Auto-Apply 60d+ ago
  • Personal Banker I

    First Bank 4.6company rating

    Finance service representative job in Dunn, NC

    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 Service Representative 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. Auto-Apply 4d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Chapel Hill, NC?

The average finance service representative in Chapel Hill, 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 Chapel Hill, NC

$40,000
Job type you want
Full Time
Part Time
Internship
Temporary