Finance service representative jobs in Clarksville, TN - 185 jobs
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Youth Services Officer
Montgomery County Government 4.2
Finance service representative job in Clarksville, TN
This position is responsible for those requirements under TCA 37-1-105 along with managing the court dockets for the Juvenile Court Judges to ensure the judicial process is well managed and efficient.
Minimum Experience: Two (2) years of experience in criminal justice, law enforcement, or counseling case management experience preferred.
Minimum Education: Bachelor' degree from an accredited college or university in Criminal justice, Sociology, Psychology, Social Work, or related area.
Certifications, Licenses:
Must have dependable transportation.
A pre-employment criminal background check is required.
GENERAL POSITION DUTIES AND RESPONSIBILITIES:
The following duties are normal for this position. However, they are not to be construed as exclusive or all-inclusive. To perform this job successfully, an individual must be able to perform each duty satisfactorily. Other duties may also be required or assigned.
Responsible for making judgments and critical independent decisions on juveniles and families during counseling sessions.
Responsible for doing intakes, informal adjustments, juvenile warning citations, and cross-training to facilitate as the chair for Foster Care Review Boards.
Completes CANS assessments for a juvenile when required.
Facilitates Foster Care Review Board when required.
Attends Court and makes recommendations to the judges.
Advises judges, law enforcement, attorneys, and families as to what resources are available in the community for juveniles and their parents or guardians.
Administers Drug testing.
Takes on-call duty which is 24/7 one week every 8-10 weeks.
Inputs required data on the Quest data computer system for court orders and judicial notes.
Attends and provides information for community and County committees.
Other duties as assigned.
FISCAL RESPONSIBILITIES
This position has no fiscal responsibilities.
COUNTY ORGANIZATION DUTIES AND RESPONSIBILITIES:
Represents the Department and County to other County staff and members of the public.
Provides quality customer service to individuals needing directions or assistance.
Demonstrates the organization's Core Values and adherence to the Ethics policy.
SUPERVISORY RELATIONSHIPS:
Works under close supervision but as the incumbent becomes more skilled in procedures and practice, supervision is more general. This position has no supervisory responsibilities but is expected to demonstrate leadership.
JOB QUALIFICATIONS - KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of:
State and County Laws and Regulations regarding juvenile offender processes and procedures.
Court procedures and legal requirements for supervising the offenders.
Legal requirements including privacy, resident rights, confidentiality, and non-discrimination.
The County and Department's operating requirements, policies, procedures, and practices; and local, State, and Federal regulations related to department programs and operations.
Administrative policies and procedures of the County.
Current office practices and procedures.
Computer software consistent for this position.
Skill in:
Analyzing complex administrative information and issues, defining problems and evaluating alternatives, and recommending methods, procedures, and techniques for resolution of issues.
Organizational and time management to prioritize duties to accomplish a high volume of work product while adapting to constant changes in priority.
Applying judgment and discretion in resolving problems and interpreting policies and regulations.
Ability to:
Perform detailed work accurately and independently in compliance with stringent time limits requiring minimal direction and supervision.
Establish and maintain accurate records of assigned activities and operations.
Interpret and implement local policies and procedures; written instructions, general correspondence; Federal, State, and local regulations.
Perform mathematical calculations required of this position.
Communicate clearly and concisely, both orally and in writing.
Relate to clients in stressful or crisis situations.
Think quickly, maintain self-control, and adapt to stressful situations.
Analyze facts and to exercise sound judgment in arriving at conclusions.
Maintain professionalism at all times.
Establish and maintain effective working relationships with those contacted in the course of work.
Maintain confidentiality and discretion regarding business-related files, reports, and conversations, within State and Federal statutes.
Ability to work the allocated hours of the position and respond after hours as needed.
WORK ENVIRONMENT:
Work is performed in an office setting as well as clients' and service providers' homes, detention, treatment and residential facilities, schools, courts and work sites; and is mostly sedentary with periods of mobility and light physical activity. The noise level in the work environment is usually moderate. Level of responsibility subjects the incumbent to moderate stress due to interruptions.
PHYSICAL AND MENTAL REQUIREMENTS/ACTIVITIES:
This work requires the occasional exertion of up to 25 pounds of force; work regularly requires sitting, frequently requires standing, speaking or hearing, using hands to finger, handle or feel and repetitive motions and occasionally requires walking, stooping, kneeling, crouching, or crawling and reaching with hands and arms.
Specific vision abilities required by this job include close, distance and peripheral vision; depth perception; and the ability to adjust focus. Will spend a large amount of time viewing a computer screen.
Vocal communication and normal hearing are required for expressing or exchanging ideas by means of the spoken word.
Acceptable verbal and conversation skills to effectively communicate with others via the phone, at meetings and to greet and assist visitors.
Work requires preparing and analyzing written or computer data and observing general surroundings and activities.
Use and normal maintenance of office machines, (copier, computer, printer, etc.).
Frequent use of phone handset and repetitive use of hand & fingers to operate office equipment, use computer keyboard & computer mouse and to perform other office tasks.
Frequent travel may involve exposure to inclement weather conditions, unsanitary conditions in homes, communicable illnesses and diseases and unsafe environments.
May require dealing with persons who are hostile, aggressive, abusive or violent, posing threatening conditions.
Ability to recognize occupational hazards in work activities and take safety precautions.
Maintain mental capacity which allows the capability of making sound decisions and demonstrating intellectual capabilities.
$38k-47k yearly est. 4d ago
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Sales Representative - Facility Services
Cintas Corporation 4.4
Finance service representative job in Hopkinsville, KY
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$52k-83k yearly est. 5d ago
Client Services Representative
Labcorp 4.5
Finance service representative job in Brentwood, TN
Labcorp is seeking a Remote Client ServicesRepresentative to join a dynamic team in support of our to Brentwood, TN lab. This position will work with physician offices, hospital laboratories, and internal customers to ensure that all client needs are addressed accurately and efficiently, resulting in exceptional client and patient care. The Client ServicesRepresentative handles a wide variety of needs from simple to complex, working within a caring and supportive team that strives to provide a world-class customer experience. The ideal candidate will be passionate about helping others, appreciates the importance of their role in patient care, and feels motivated to be part of a great team in an innovative company.
**Pay Range: $20.00- $26.00
All job offers will be based on a candidate's skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data.
Work Schedule: Monday-Friday 8:00 AM - 4:30 PM CST
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. Employees who are regularly scheduled to work a 7 on/7 off schedule are eligible to receive all the foregoing benefits except PTO or FTO. For more detailed information, please click here.
Job Responsibilities
Act a liaison between Labcorp, the customer base and patients and sales reps
Communicate with all laboratory departments along with outreach to other Labcorp sites
Answer and assist incoming call requests status updates, patient test medications, updating patient/client information and supplies requests
Investigate and resolve any patient or client concerns in a timely manner
Interact with internal and external customers in a courteous, friendly and professional manner while following documented quality protocols
Participate in activities designed to improve employee satisfaction, customer satisfaction and team performance
Work in multiple databases to manage and resolve a wide variety of needs related to patient cases within any stage of testing
Review test forms for accuracy, resolve and document any discrepancies
Perform administrative support for medical record management and CRM data maintenance to assure HIPAA compliance
Flexibility and willingness to perform other job-related tasks as requested, in support of the lab's success and overall patient care
Requirements
High School Diploma or GED equivalent required
Associate's degree or higher is preferred
Previous experience in a customer service role
Contact center/call center experience is preferred
Prior healthcare industry experience is a plus, such as a physician's office or a hospital
Experienced in managing multiple applications, using two monitors, with strong organizational skills
Excellent multitasking abilities while maintaining focused attention to details
Flexibility and ability to manage and adapt to changing priorities quickly
Strong verbal and written communication skills, excellent ability to listen and respond, and always courteous
Well-versed in applications like Microsoft Outlook, Excel, Word, and willingness to learn new applications
Bilingual in English and Spanish highly desirable
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
Labcorp is proud to be an Equal Opportunity Employer:
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
We encourage all to apply
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. For more information about how we collect and store your personal data, please see our Privacy Statement.
$20-26 hourly Auto-Apply 1d ago
Financial Services Officer
Hussian College, Inc. 3.8
Finance service representative job in Clarksville, TN
**
Provides financialservices and planning to assist students in meeting college costs. This position also administers all aspects of the College's financialservices programs.
Administration. Provides financial counseling and planning to assist students in meeting college costs in order to administer all aspects of the College's financial aid programs.
Customer Service. Provides students with answers and direction on obtaining financial aid to assist with college funding.
Compliance. Maintains a presence and active involvement in communal affairs to assure compliance with Title IV Student Financial Aid programs and all federal and state regulatory requirements.
Systems Technology. Continually refines office technology systems in order to maintain a high level of professionalism and quality of service to students.
Title IV Refunds. Tracks and monitors student attendance in order to process timely and accurate Title IV Refunds.
Job Requirements: The following job requirements represent minimum levels of education, direct Financial Aid experience and competencies/abilities needed to perform this job successfully:
1. Education: Minimum of an Associates degree preferred
2. Experience: Customer Service and Problem Solving
3. Competencies: Incumbent must (be) able to:
• Project a professional image and provide outstanding customer service
• High ethical standards
• Keep commitments, meet deadlines and achieve demanding results
• Organize and execute around multiple priorities
• Communicate effectively, both orally and in writing
• Cooperate and collaborate as a member of a team
• Use Microsoft Word, Excel and PowerPoint to prepare and maintain records, correspondence, reports and other data
• Excellent verbal and written communication skills
• Strong interpersonal and organizational skills and attention to detail
• Embrace and demonstrate on an ongoing basis the Company's core values and mission statement.xx
$41k-51k yearly est. Auto-Apply 60d+ ago
Customer Service Representative - Hopkinsville, KY
Kedia Corporation
Finance service representative job in Hopkinsville, KY
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$25k-33k yearly est. 12h ago
Customer Service Representative
Airtech International 4.6
Finance service representative job in Springfield, TN
The Customer ServiceRepresentative (CSR) will be responsible for delivering excellent customer experiences and serving as the company's primary interface with internal and external customers. As a liaison and agent of innovation, the CSR will resolve customer concerns quickly, courteously, and efficiently. The CSR will build long-lasting relationships with customers by encouraging openness and trust. Strong, customer-focused written and verbal communication skills are vital for this role.
ESSENTIAL RESPONSIBILITIES:
The primary responsibility is to deliver excellent service to all customers.
Supply product pricing, availability, and lead times within predefined criteria.
Manage a Customer Portfolio of diverse domestic and/or international accounts.
Input a high volume of Purchase Orders into the ERP system with accuracy and efficiency.
Manage order changes, adjustments, cancellations, credits, and return authorizations.
Identify complex documents and customer requirements for correct management, such as Terms and Conditions and specifications.
Work with Manufacturing, Engineering, Quotations, Sales, and Shipping to achieve customer satisfaction.
Handle customer concerns, present acceptable solutions and alternatives quickly, follow up to assure resolution.
Assist Shipping and Logistics teams with domestic and international order fulfillment.
Notify supervisor or manager of potential safety hazards and comply with all necessary ISO procedures.
Perform additional tasks and responsibilities as given by the supervisor.
QUALIFICATIONS:
Ability to compose correspondence and create simple excel worksheets.
Ability to manage time effectively.
Ability to prioritize and manage various tasks successfully.
Attention to detail.
Capacity to work independently and within a team.
Reliability is essential.
Typing skills (40 WPM +) and math proficiency.
EDUCATION BACKGROUND AND WORK EXPERIENCE:
High school diploma or GED equivalent required.
Some college preferred but not required.
2+ years of relevant work experience.
Familiar with data entry and ERP systems (Navision/MS Dynamics preferred)
Open to travel for training and relationship-building if applicable.
WE HIRE YOU TO RETIRE YOU:
Airtech is a family-owned and operated global leader in materials used to manufacture high-performance composite parts. Since 1973, we've proudly supported industries such as aerospace, automotive, marine, green energy, and recreational sports in creating lighter, stronger, and greener components.
We offer a competitive compensation package that includes medical, dental, and vision benefits; paid vacation and holidays; a fully funded retirement plan; and longevity bonuses.
At Airtech, you'll be part of a global family that values long-term employment, internal promotion, and personal and professional growth. Safety is our top priority-ensuring every employee goes home safely every day.
Learn more about us at ********************
Airtech International is committed to equal employment opportunity. We do not discriminate based on an individual's race, religion, creed, color, sex (including gender identity, gender expression, pregnancy, or sexual orientation), age, national origin or ancestry, genetic information, disability, veteran status, or any other characteristic protected by applicable local, state, or federal law.
#LI-DNI
$26k-34k yearly est. 12d ago
Planet Fitness - All Shifts Member Services Representative - Full Time - Charlotte Pike
Taymax Group
Finance service representative job in Charlotte, TN
Nashville (Charlotte), TN5708 Charlotte Pike, Nashville, TN 37209-3215, United States of America Pay : $12.00 - $12.50
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
We are looking for a Member ServicesRepresentative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
• Greet members, prospective members and guests, providing exceptional customer service.
• Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
Take prospective members on tours.
Sign up new members calculating rates and monthly payment amounts.
Assist the Club Manager in counting out the drawer as needed.
• 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 Club Manager as needed.
• Assist in maintaining the neatness and cleanliness of the club.
Completing daily assigned within first hour of your shift.
Helping complete priority cleaning list each day.
Completing walk-around and bathroom checks periodically.
Helping complete any special cleaning projects as needed.
• Other duties and responsibilities based on club needs.
Qualifications
• Must be 18 years of age or older.
• High School diploma/GED equivalent required.
• Customer service background preferred.
• Basic computer proficiency.
• Punctuality and reliability are a must.
• Ability to work independently as well as part of a team.
• A positive, upbeat attitude and a passion for fitness and health!
• Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
• Strong listener with the ability to empathize and problem solve.
• Demonstrate diplomacy in all interactions while using appropriate behavior and language.
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 toxic chemicals during shift.
About Us
Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire.
With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax.
NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group.
Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic.
Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request.
Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
$12-12.5 hourly Auto-Apply 6d ago
Member Service Representative (Full-Time) - Central Clarksville
Navy Federal 4.7
Finance service representative job in Clarksville, TN
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 2605 Wilma Rudolph Blvd, Clarksville, Tennessee 37040
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
****************************
.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
$28k-35k yearly est. Auto-Apply 7d ago
Traveling Personal Banker I
Legends Bank 3.8
Finance service representative job in Clarksville, TN
Job Title: Personal Banker I, II, III
Department: Retail Banking
Reports To: Branch Supervisor
FLSA Status: Non-exempt
Expectations for All Team Members: Supports Legends Bank's Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve.
L - Lead; E - Engage; G - Grow: E - Excel; N - Notice; D - Do; S - Serve
Summary/Purpose:
Responsible for efficiently processing a variety of customer transactions while providing the highest level of customer service. Helps build solid customer relationships by identifying bank products and services beneficial to the customer.
Essential Duties and Responsibilities for Personal Banker I: Other duties may be assigned.
Be a positive and engaged teammate treating customers and partners with high quality service and professional and respectful communication.
Greets customers instantly upon entering the branch and facilitates a welcoming and customer focused environment.
Alert to customers' needs and ability to suggest appropriate products/services. Provides brochures as needed for banking services with sufficient knowledge to discuss each product we offer.
Processes customer transactions efficiently and accurately in a slower or fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures.
Properly completes bank documents in accordance with bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.)
Receives checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc.
Processes customers' transactions into bank teller system to record transactions, and issues computer generated receipts.
Balances currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system.
Follows branch security in accordance with bank policy to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure by securing cash drawer, keys, combinations, and non-negotiable items, maintaining the established cash drawer limits, placing necessary holds, examining account titles and balances, verifying signatures of signers on accounts, performing dual control where assigned, etc.
Daily removes, records and processes deposits from night depository adhering to bank policy and procedure, assists customers with safe deposit box assistance and verification, accepts/processes loan and utility payments.
Builds customer loyalty by developing relationships, making customer care calls and offering exceptional customer service.
Teller Certification.
Additional Duties and Responsibilities for Personal Banker II:
Increased check cashing limit from $500 to $2,500.
Responsible for handling the branch ATM operations, such as opening/closing, recording and processing deposits, loading cash dispensers, balancing the ATM and ensuring its security.
Ability to initiate/execute customer wire transfer of funds following appropriate bank policy and procedure.
Responds to customer inquiries and requests. Informs and advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity.
Provides appropriate online and account/debit card maintenance to include stop payments, address changes, closing accounts, HAS contribution forms.
Orders customer checks as necessary.
Assists other bank personnel in resolving any customer issues.
Ability to operate and balance vault following appropriate controls, according to bank policy and procedure.
Ability to operate a Cash Dispenser, Integrated Teller Machine (ITM) or other bank technology as appropriate for position.
Attends and participates in training courses/certifications to advance job/customer service and products knowledge.
Help achieve branch referral/deposit/loan goals by promoting/cross-selling other bank products and services as appropriate to customer needs.
Personal Banker Certification.
Additional Duties and Responsibilities for Personal Bank III:
Increased check cashing limit to $5,000. Ability to sign cashier's check to $25,000.
Evaluates customer needs to obtain information and explain available financialservices such as savings, consumer/business checking accounts, Individual Retirement Account, Certificates of Deposit, HSA, Estates, savings bonds, and securities. Advanced product knowledge
Prepares, compiles and inputs into computer new customer information on each account opened ensuring completeness/accuracy of documentation and forwarding to appropriate personnel within time limits as according to bank policy and procedure.
Ability to identify the needs of the customer and communicate the appropriate bank products as necessary.
Instrumental in achieving branch referral/deposit/loan goals by promoting/cross-selling bank products and services as appropriate to customer needs.
Help ABM & BM mentor Personal Banker I&II's.
Backup to ABM for account opening and signing authority.
History of achieving branch referral/deposit/loan goals by qualified referrals and cross-selling bank products.
Skills and Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Strong multi-tasking skills and great attention to detail.
Basic math, problem solving, ten key and computer skills.
Security conscious with excellent organizational skills.
Enthusiastic personality. Communicates effectively with customers and inspires confidence - skilled enough to take care of customer assets and needs.
Must enjoy working with the public and be able to handle large sums of money comfortably.
Proficient computer skills.
A team player working well with others and flexible in working hours; must have the ability to work a Saturday rotating schedule as assigned and extended hours from time to time.
Proactive and self-directed with the ability to prioritize.
Must report to work promptly and regularly according to work schedule.
Must be professional and calm under pressure.
Education and/or Experience:
Personal Banker I - High school diploma or equivalent required; one to six months related experience and customer service training. One year banking/customer service experience preferred. Excellent customer service following Personal Banker procedures. Minimal transaction errors.
Personal Banker II - High school diploma or equivalent with minimum of one year Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I skills; ability to balance Vault and ATM, order customer checks and perform wire transfers and account/debit card maintenance; sufficient consumer account opening, product knowledge and referral history. Ability to operate a cash dispenser and/or Integrated Teller Machine (ITM). Completion of Teller Certification.
Personal Banker III - High school diploma or equivalent with minimum of two years Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I&II skills; product knowledge and Account Opening skills, cross-selling bank products to achieve consistent referral history. Training abilities to help mentor Personal Banker I & II with patience and kindness. Assist ABM or BM with any branch need. Completion of Personal Banker Certification course.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job to include standing for long periods of time, close/far vision, use of arms, hands and fingers, some bending, stretching, reaching and lifting up to 30 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$31k-37k yearly est. 12d ago
Community Banker - Maryland Farms
Wilson Bank & Trust 4.0
Finance service representative job in Brentwood, TN
Community Banker If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you. Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
JOB SUMMARY:
The Community Banker I performs teller and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers. The Community Banker I assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. Be the Face of Our Legacy Imagine starting your day in one of our 32 office locations, greeting neighbors who soon become more than customers-they become part of your story. In a Retail role, you're the trusted face of Wilson Bank & Trust, building relationships that last for generations. You'll know the “regulars” by name, and they'll know you as “their banker”, the person they turn to for life's most important financial decisions. Over time, your career grows alongside theirs-you'll teach the next generation of bankers while still cheering on the families you've served for years. This isn't just a job; it's a chance to become a cornerstone in your community and a lifelong partner in people's financial journeys.
JOB DUTIES AND RESPONSIBILITIES:
Perform duties of both Customer ServiceRepresentative and Personal Banker based on customer demand within a bank office
Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions
Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity.
Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts
Perform teller capture duties
Balance cash drawer at end of shift
Maintain a work area that protects all negotiables and confidential records
Maintain knowledge of new and existing products and services
Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers
Responsible for exception resolution
Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels
Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers
Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner
Attend training as requested
Participate in outside community activities as required
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of retail banking experience preferred
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Basic organization and time management skills
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Effective verbal and written communication skills
Excellent interpersonal, critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-starter, positive and enthusiastic with a desire to exceed expectations
Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
Ability to effectively work in collaboration with others
Ability to work Saturdays on a rotating basis
Ability travel to other offices within region as scheduled
Participation in community events as required
Willing to grow and be challenged
Comprehensive Benefits & Recognition:
We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our
Employee Assistance Program
and
Employee Care Fund
provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. Grow With Us: “Grow With Us” is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through
School Bank
, exploring diverse career paths through our
Banker Academy
Program
, or investing in yourself through our
Employee Stock Purchase
program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
$31k-48k yearly est. 5d ago
Planet Fitness - Overnight Member Services Representative - Full Time - Goodlettsville
Taymax
Finance service representative job in Goodlettsville, TN
Goodlettsville, TN900 Conference Dr, Goodlettsville, TN 37072, United States of America Pay : $12.00 - $12.50
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
We are looking for a Member ServicesRepresentative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
• Greet members, prospective members and guests, providing exceptional customer service.
• Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
Take prospective members on tours.
Sign up new members calculating rates and monthly payment amounts.
Assist the Club Manager in counting out the drawer as needed.
• 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 Club Manager as needed.
• Assist in maintaining the neatness and cleanliness of the club.
Completing daily assigned within first hour of your shift.
Helping complete priority cleaning list each day.
Completing walk-around and bathroom checks periodically.
Helping complete any special cleaning projects as needed.
• Other duties and responsibilities based on club needs.
Qualifications
• Must be 18 years of age or older.
• High School diploma/GED equivalent required.
• Customer service background preferred.
• Basic computer proficiency.
• Punctuality and reliability are a must.
• Ability to work independently as well as part of a team.
• A positive, upbeat attitude and a passion for fitness and health!
• Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
• Strong listener with the ability to empathize and problem solve.
• Demonstrate diplomacy in all interactions while using appropriate behavior and language.
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 toxic chemicals during shift.
About Us
Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire.
With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax.
NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group.
Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic.
Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request.
Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
$12-12.5 hourly Auto-Apply 6d ago
Wealth Management Private Banker
United Community Bank 4.5
Finance service representative job in Brentwood, TN
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financialservices and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You'll Do
Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
5+ years in private banking and/or wealth management.
Strong understanding of wealth management and planning concepts.
Expertise in consumer and commercial credit structuring and lending practices.
Proven track record in business development and client acquisition.
Bachelor's Degree.
Preferred Professional Designations:
CFP, CFA, CPA, and/or JD.
Life and Health Insurance.
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $0.00 - USD $0.00 /Yr.
$31k-41k yearly est. Auto-Apply 19d ago
Member Services Representative Part Time
Glow Brands
Finance service representative job in Hopkinsville, KY
Equal access to programs, services and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department by email at **********************
Top Benefits and Perks
Flexible Work Schedule
Casual Dress Code
Free Gym Access
Free Tanning
Free Wellness Spa Services
401(k) with Company Match
Daily Pay Options
Opportunity for Advancement
Employee Wellness Programs w/yearly $125 reimbursement option
Employee Discounts on Products and Services
Exclusive Discounts at Outside Retailers
Free Work Shirt options yearly.
Job DescriptionThe Member ServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
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.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 16 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking with members and management in person or on the phone during shift.
Must be able to occasionally lift up to 75 lbs.
Will occasionally encounter toxic chemicals during shift. (training and protective equipment are provided to ensure safety)
Ability to work independently and alone during shifts as business needs require.
Applicant Statement: I certify that my answers to all questions are true and correct without any consequential omissions of any kind whatsoever. I further understand that any material omissions, false, misleading or otherwise incorrect statements made on this application or during the pre-employment process may be grounds for cancellation of this application or, if I am employed at the time it is discovered, my immediate termination. I give the employer the right to contact and obtain information from all references, employers, educational institutions and to otherwise verify the accuracy of the information contained in this application. I hereby release from liability the employer and its representatives for seeking, gathering and using such information and all other persons, corporations, or organizations for furnishing such information. I understand that the employer is an equal opportunity employer and as such does not unlawfully discriminate in employment and no question on this application is used for the purpose of limiting or excusing any applicant from consideration for employment on a basis prohibited by local, state or federal law. If I am hired, I understand that I am free to resign at any time, with or without cause and without prior notice, and the employer reserves the same right to terminate my employment at any time, with or without cause and without prior notice, except as may be required by law. I understand that this application does not constitute an agreement or contract for employment for any specified period or definite duration and that no representative of the employer, other than an authorized officer, has the authority to make any assurances to the contrary. I further understand that any such assurances must be in writing and signed by an authorized officer. I understand it is the company's policy not to refuse to hire a qualified individual with a disability because of that person's need for a reasonable accommodation as required by the ADA. I also understand that if I am hired, I will be required to provide proof of identity and legal work authorization. Finally, I understand that this application is current for only 90 days, and at the conclusion of this time, if I have not heard from the employer and still wish to be considered for employment, it will be necessary to fill out a new application. By submitting an application, each applicant represents and warrants that they have read and fully understand the foregoing information, that they are seeking employment under these conditions, and that their application submission will be their electronically signed application form. Compensation: $12.50 - $13.00 per hour
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.
$12.5-13 hourly Auto-Apply 40d ago
Member Services Representative
Fitness Holdings-Crunch Fitness
Finance service representative job in Hendersonville, TN
Job DescriptionBenefits:
Employee discounts
Free uniforms
Opportunity for advancement
Crunch Fitness is looking for Membership Sales Representatives to join our growing team. Come change lives through fitness!
Are you looking for a career opportunity in one of the fastest growing fitness clubs? Crunch Fitness is now accepting applications for qualified, professional, & career minded Membership Sales Representatives that are ready to change lives, be a part of a team and grow personally within a premier organization. With over 45 locations and even more planned, this position offers tremendous opportunity for growth & career advancement.
The Membership Sales Representative will be responsible for:
Greeting all members and guests with a smile
Driving membership sales
Building value to have new customers enroll in personal training
Touring new or potential members
Generating leads through outreach initiatives
Collecting outstanding balances from current membership base
Checking in members, answer phones, making sales calls
Assisting in maintaining cleanliness
Creating fun and engaging social media opportunities
What We Look For In Our Fitness Professionals:
Competitive, someone who wants to win!
Outgoing personality, not afraid to put yourself out there!
Ability to handle multiple tasks at once
Flexible schedule
A desire for personal/professional growth and development
Team player
Organized
Be willing to go above and beyond
Efficient and effective communication skills
The Ways You Benefit:
Growth opportunity in a rapidly growing company
Free Crunch Fitness membership
If youre ready to stop looking for a job and ready to begin a CAREER then now is the time to contact Crunch.
$21k-30k yearly est. 6d ago
Personal Banker (Bilingual Desired) - Northern Nashville
W.F. Young 3.5
Finance service representative job in Hendersonville, TN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Bilingual speaking and listening proficiency in Spanish/English
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location:
Madison: 2220 Gallatin Pike N, Madison, TN
Glenbrook: 1040 Glenbrook Way, Hendersonville, TN 37075
Gallatin: 1483 Nashville Pike STE 504, Gallatin, TN 37066
** Not all locations may be available **
Posting End Date:
29 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-36k yearly est. Auto-Apply 4d ago
Market Relationship Banker
Old National Bank 4.4
Finance service representative job in Hendersonville, TN
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Relationship Banker - (New Build) - Shops at Moreland - Springfield, TN
JPMC
Finance service representative job in Springfield, TN
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financialservices sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$31k-40k yearly est. Auto-Apply 60d+ ago
Personal Banker (Bilingual Desired) - Northern Nashville
Wells Fargo Bank 4.6
Finance service representative job in Hendersonville, TN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Bilingual speaking and listening proficiency in Spanish/English
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location:
Madison: 2220 Gallatin Pike N, Madison, TN
Glenbrook: 1040 Glenbrook Way, Hendersonville, TN 37075
Gallatin: 1483 Nashville Pike STE 504, Gallatin, TN 37066
** Not all locations may be available **
Posting End Date:
29 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-37k yearly est. 4d ago
Senior Relationship Banker
First Horizon Bank 3.9
Finance service representative job in Brentwood, TN
**Weekly Scheduled Hours** : Mon-Th 8-5:00, Fri 8-6, Sat 8:30-1:30 The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
**Sales and Business Development**
- Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
- Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
- Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
- Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
**Client experience**
- Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
- Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
**Compliance and risk management**
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
**Operational efficiency**
- Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel.
- Assist banking center management with "on the job training" of new associates.
- Assist with dual control vault responsibilities and audit controls.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Perform all other job related duties as assigned.
**SUPERVISORY RESPONSIBILITIES**
No supervisory responsibilities
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
- High school diploma or general education degree (GED)
- 5+ years of experience
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
Microsoft Office Suite, Salesforce
**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)**
None required.
**NMLS Language**
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financialservices company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$32k-37k yearly est. 17d ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Brentwood, TN
Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Clarksville, TN?
The average finance service representative in Clarksville, TN earns between $23,000 and $50,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Clarksville, TN