Finance AI Specialist
Finance service representative job in Greensboro, NC
Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This is a project-based opportunity ideal for professionals with both deep finance expertise and practical experience using AI for workflow enhancement. If you are not skilled at working with AI models, this project will not be a good fit. We are only looking for experts from the US, Canada, England, Australia, and New Zealand. **2\. Key Responsibilities** - Translate complex finance concepts into AI-readable formats - Prompt, test, and refine AI agents for improved domain-specific performance - Create reusable instructions, templates, and best practices for AI agents - Potential to collaborate asynchronously with AI researchers on validation and design **3\. Ideal Qualifications** - 2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred - Strong practical understanding of financial modeling, transactions, or research workflows - Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.) - Ability to write clear, structured content for both human and AI consumption - Self-directed, highly organized, and able to work independently **4\. More About the Opportunity** - Remote and asynchronous - set your own hours - Expected time commitment: minimum 10 hours/week - Project-based engagement over the next couple weeks, with significant opportunity for expansion or movement to other projects with high performance if requested - Opportunity to shape how AI systems learn and reason in the finance domain **5\. Compensation & Contract Terms** - $100-150/hour (most experts will start at the lower range, but will quickly have the opportunity to make up to $150/hr with high performance) - Independent contractor classification - Weekly payments via Stripe Connect **6\. Application Process** - We're looking to get started as soon as possible so we'll be following up with the top applicants as quickly as we can! **7\. About Mercor** - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI
LHWS Sales Rep
Finance service representative job in Greensboro, NC
Are you looking for a company with unlimited compensation opportunity, weekly pay, and advancement to management roles? Leaf Home Water Solutions, a division of Leaf Home is looking to grow our team of Outside Sales Representatives TODAY!
Why Work with Leaf Home Water Solutions?
Working with Leaf Home Water Solutions is more than just another job - it is an opportunity to earn a sizable and consistent income, the freedom to grow your career on your terms, and a chance to put down roots in your community. We will supply you with pre-qualified leads and the necessary tools for success so you can set out and start earning!! While you're helping homeowners by providing clean, healthy and sustainable water for their families and increasing the performance of their plumbing and water-oriented appliances, you'll be backed by the support of Leaf Home and LeafFilter, the largest gutter protection company in North America.
Demonstrate a product that sells itself with pre-set appointments that are provided to you! Our highly
successful, multi-channel lead generation platform provides high-converting, and quality pre-set sales appointments. As a 3508 Direct Sales Representative, you can generate your own sales appointment. Best of all most sales close in an hour or less.
What's in it for me?
Prequalified scheduled leads - We provide all the quality leads you to want; you close the sale
Short sales cycle - Appointments take one hour including paperwork with the install as soon as the same day
Superior product - Our products are factory direct…there is no comparison!
Financial Freedom - Earn an average of $75-100k+ in the first year…Our top rep earned $250k in 2024!!
Weekly Pay - We pay weekly through direct deposit, so no more waiting weeks or months to be paid
Advancement - Endless opportunity for growth and advancement (95% of our Sales Operations Managers start as Sales Reps
Essential Duties and Responsibilities:
Meet with prospective customers using established sales methodology to educate, consult, inform, and sell!
Responsible for using established sales methodology to sell customers the proper product that fits their needs
Develop a rapport and conversation with the customer to facilitate one visit close
Leverage industry-leading product samples, support, and technology to assist you in closing the sale
Commitment to an outstanding customer service experience from beginning to end
Minimum Skills and Competencies:
Excellent communication and organizational skills
Energetic and engaging interpersonal skills with the drive to succeed
Ability to overcome objections in the sales process
Travel within the assigned territory based on provided and self-generated leads
Ability to operate successfully as an independent 3508 direct sales representative
Are we your company?
Life is full of uncertainties, but whether you provide clean, safe, and sustainable drinking water to your family shouldn't be one of them. Leaf Home Water Solutions installs solutions that provide the best water for families and their homes. As such, we strive to assemble a team of caring and compassionate individuals that share our mission of empowering homeowners. From our corporate team to our local teams, we have crafted a team of the very finest… and we hope you'll be joining that team!
Customer Service Representative Greensboro, NC
Finance service representative job in Greensboro, NC
Customer Service Representative** **Terms: Full-time** **Pay: $16/hr** **Join Team Alorica** At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within!
But that's not all...we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work.
**Job Summary**
As part of Team Alorica, you'll help our clients by addressing their customers' concerns, providing support, and resolving issues.
**Responsibilities**
+ Assist customers with issues and concerns they are experiencing during the use of the product and/or service
+ Document call-related information for auditing and reporting purposes
+ Maintain and update customer information as necessary
+ Upsell current customers on new or enhanced services
**Qualifications**
+ High school diploma or GED
+ Customer service experience is a plus
+ Strong computer navigational skills
+ Familiarity with Microsoft Office applications (Word, Excel)
+ Excellent oral and written communication skills
+ Exceptional listening/comprehension skills
+ Professional and courteous
+ Customer oriented
**Work Environment**
+ Regular work performed in a climate-controlled, call-center environment
+ Ongoing usage of phone and computer systems
**Physical Demands**
+ Constant sedentary work
**Benefits**
+ Health, dental, and vision coverage/HSA
+ PTO
+ Optional daily pay or weekly pay
+ 401K retirement plan
+ Leadership programs
+ Paid training and tuition reimbursement
+ Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies
+ Employee assistance program
+ Additional voluntary benefits
**Next Steps**
1. Place an application
2. Complete your online assessment
3. Our team will review your application
4. If selected to move forward, our team will follow up directly
\#AloricaJobs #GreensboroNC #Hiring
DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
Customer Service Representative
Finance service representative job in Mebane, NC
The Customer Service Representative shall serve customers with best services by attending customer queries, educating clients on different services and products; and resolving customer complaints. A Customer Service Representative's main aim is to provide outstanding customer service.
The Customer Service Representative shall be accountable to, and supervised by, the Office Supervisor and Customer Service Coordinator.
Essential Job Functions:
Process a high volume of orders with extreme accuracy.
Provide direct support to the Sales Representatives.
Able to manage a multi-line phone system.
Receive phone orders from customers and enter accurate information into the business system.
Answer the transferred calls and satisfy the customer's queries with his or her best knowledge & experience.
Assist the Sales representatives as required in researching account issues in a timely and efficient manner.
Provide proper product and service information and in case of lack of knowledge, transfer the call to the Customer Service Manager or research with the help of the appropriate department(s) and provide the customer with accurate information.
Accurate and timely follow up with existing and potential customers
Maintain accurate record keeping.
Supplemental Job Functions
Minimum Knowledge, Skills and Abilities:
Excellent communication skills in terms of speaking and writing.
Good interpersonal skills.
Good organizational and time management skills.
Must be able to research billing issues and recognize the documentary process.
Must have calculative skills and minimum required typing speed.
Data entry experience is required.
Preferred Knowledge, Skills and Abilities:
High School Diploma and/or five years of job related experience.
Good verbal and written communication skills
Computer experience, preferably with all Microsoft applications is required.
Ability to adapt to changing priorities in a fast paced environment
Salary to commensurate with experience.
Ferraro Foods is an equal opportunity employer.
M - F | 8 AM - 5 PM
Auto-ApplyCustomer Service Representative
Finance service representative job in Jamestown, NC
Job Details Jamestown, NC Full Time $23.00 Description
Pay Rate
$23/hr
Job purpose
Furnitureland South, the World's Largest Furniture Store, is seeking a skilled and proactive Client Communications Specialist to join our Customer Services team. In this role, you will be responsible for managing all client communications related to the status of open cases. You will leverage advanced AI tools to streamline and enhance communication processes, ensuring timely and effective updates to our valued customers. Your role will be critical in maintaining high levels of customer satisfaction through clear, professional, and empathetic communication.
Essential Functions and responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Communication Management:
Serve as the primary point of contact for clients regarding the status of their open cases.
Provide timely and accurate updates on case progress, resolutions, and any changes in status.
Collaborate with internal departments necessary to gather appropriate information in order to provide accurate updates to clients on case status.
Address client inquiries and concerns with professionalism and empathy.
AI Utilization:
Utilize AI tools and technologies to automate and enhance communication processes.
Monitor and analyze AI-generated communications to ensure accuracy and relevance.
Collaborate with IT and AI specialists to optimize the use of AI in client interactions.
Case Status Tracking:
Regularly review and update case statuses in the customer service management system.
Ensure that all client interactions and updates are documented accurately and comprehensively in our systems.
Follow up on pending cases and escalate issues as necessary to ensure timely resolution
Communication Excellence:
Draft clear, concise, and customer-friendly messages regarding case updates and resolutions.
Adapt communication style to suit different client needs and preferences.
Maintain a high level of professionalism and courtesy in all client interactions.
Feedback and Improvement:
Collect and analyze client feedback to identify areas for improvement in communication processes.
Suggest and implement improvements to enhance client communication and satisfaction.
Participate in ongoing training and development to stay current with communication best practices and AI advancements.
Working conditions
This job is an onsite position that operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones.
Physical requirements
While performing the duties of this job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. This would require the
ability to lift files, open filing cabinets and bend or stand on a stool as necessary
Qualifications
Required Education and Experience
High School Diploma or equivalent.
Preferred Education and Experience
Education: Associate's or Bachelor's degree in Business Administration, Communication, or a related field preferred.
Experience: Minimum of 2 years of experience in a customer service or administrative role, preferably in a retail or furniture industry.
Budget & Financial Specialist, Budget and Financial Planning
Finance service representative job in Winston-Salem, NC
External Applicants:
Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the .
Cover Letter and Supporting Documents:
Navigate to the "My Experience" application page.
Locate the "Resume/CV" document upload section at the bottom of the page.
Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.
Important Note: The "My Experience" page is the
only
opportunity to attach your cover letter, resume, and supporting documents.
You will not be able to modify your application or add attachments after submission.
Current Employees:
Apply from your existing Workday account in the Jobs Hub.
Do not apply from this website.
A
cover letter is required for all positions;
optional for facilities, campus services, and hospitality roles unless otherwise specified.
Summary
The Budget & Financial Specialist provides effective and efficient administrative and financial management services to campus clients and requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information. Campus departments may engage the services of this position to outsource all or a portion of their respective budget and financial management needs (i.e., facilitation of purchasing, payables, receivables, reporting, budgeting, etc.)
* This is a fixed-term, one year appointment.
Essential Functions:
● Manages payables for campus clients, including monthly P-Card reconciliations and
procurement.
● Coordinates financial and budget procedures for campus clients; analyzes funding for
salaries and ensures annual budgets comply with established guidelines.
● Creates and communicates policies and procedures, as required.
● Prepares ongoing budget to actual related financial reports; monitors actuals versus
budget; advises clients regarding variances and salary/operating issues impacting the
budget.
● Prepares rolling five-year forecast for clients for use in planning and capital spending.
● Manages assigned unit salaries and works with Human Resources and Payroll to
ensure that salaries and distributions are correct.
● Provides ad hoc financial analyses as requested; performs information research and
analysis for special projects and new programs, as needed.
● Processes reimbursement requests, invoices, billings, and deposits.
Prepares and evaluates monthly reports customized for unit needs to report financial
condition, strengths, and weaknesses of various units.
● Monitors transactions, reviews and approves requisitions, reimbursements and
procurement activity within assigned units. Uses independent judgment in the
evaluation and approval of transactions.
● Prepares account reconciliations and journal entries as needed.
● Performs other related duties as assigned.
Required Education, Knowledge, Skills, Abilities:
● Associate's Degree in Finance, Accounting or related discipline plus 3-5 years finance-related
experience in a university setting. An equivalent combination of education and experience may
be acceptable.
● Solves problems that are generally not recurring in nature and that require innovative
thinking/reasoning and in-depth analytical skills.
● Proficiency in Word, Excel, PowerPoint, and the Internet. Knowledge in Workday hiring
and financial transactions, a plus.
● Excellent work ethic along with the ability to work long hours, when needed.
● Ability to maintain the security and confidentiality of any proprietary or sensitive data.
● Ability to analyze and interpret policy and procedural questions.
● Knowledge of budget development and fiscal management.
● Demonstrated organizational skills, detail orientation, and a proven ability to follow
projects and issues through to completion.
● Demonstrated written and verbal communication skills; must have the interpersonal
finesses to interact effectively within the university and with external vendors.
Preferred Education, Knowledge, Skills, Abilities:
● Bachelor's degree in Accounting, Finance, or related discipline with five or more years of related and progressively more responsible financial work, or an equivalent combination of education and experience.
● Knowledge of U.S. accounting principles (GAAP) and practices. Knowledge of Workday.
● Familiarity with higher education administration current best practices.
Accountabilities:
Works independently. Reports to the Director, Budget and Campus Financial Services.
Physical Requirements:
Work primarily involves sitting/standing, communicating with others to exchange information,
operating a computer, and assessing the accuracy, neatness, and thoroughness of the work
assigned.
Additional Job Description
Time Type Requirement
Full time Note to Applicant:
This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.
In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.
Equal Opportunity Statement
The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.
Accommodations for Applicants
If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact ************* or **************.
Auto-ApplyFinancial Services Specialist II
Finance service representative job in Danville, VA
Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist II to join our team in Brosville, VA!
The Financial Services Specialist II provides leadership and successfully promotes teamwork while coordinating the retail branch deposit service functions in consultation with the Branch Manager. This includes, but is not limited to:
* Ensuring smooth, efficient Teller operations in compliance with regulatory and operational guidelines
* Acting as a liaison between the Branch Tellers and other Bank personnel
What will you be doing in this role?
* Performing Teller duties
* Executing the directives of the Branch Manager and other members of the Bank's management
* Opens new accounts, certificates of deposit, and other products offered by the Bank. Answers customer questions, provides account opening information, updates customer and account information, and ensures that proper paperwork is completed and entered on the computer system
* Providing guidance for other Tellers who need assistance in conducting transactions or managing challenging customer issues
* Assists in preparing reports for branch performance, audit, and compliance purposes. Coordinates regular branch audits and testing. Enhancing Branch operations by recommending changes for improvement
* Ensuring a neat appearance of facilities and maintaining supply inventories for the Branch
What's in it for you?
* Competitive salary and Incentive Plan opportunity
* Comprehensive medical, dental, vision and life insurance benefits
* Generous Paid Time Off (PTO) and 11 paid holidays
* Paid Parental Leave and other paid extended leave for eligible employees
* 401(k) Match Program and Pension Plan
* Tuition Reimbursement
* Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans
* We focus on the growth and development of our employees. The Financial Services Specialist II has the ability to grow professionally at FNB
Requirements
What will you need?
* High School graduate or equivalent required. Associate's degree in business, finance, or a related field preferred
* One to three years of proven customer service and job-related experience, preferably in banking or financial services. Prior experience in opening and servicing customer accounts and knowledge of relevant banking regulations and operational policies is a plus
* To be a well-organized, detail-oriented, problem solver who shows strong initiative and works quickly and accurately with minimal supervision
* Excellent oral, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly
* Proficient in use of PC based products including Word, Outlook and Deposit Pro. Basic Excel skills
* Basic math skills including ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin
* Some flexibility to work outside of normal business hours
Physical/Environmental Demands
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions
* This position works in a normal office environment
* While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision
We are proud to be an EEO/AA/M/F/Disabled/Veteran employer
Customer Service Representative / Inside Sales
Finance service representative job in High Point, NC
Replies within 24 hours Benefits:
401(k)
Company parties
Free food & snacks
Paid time off
Customer Service Representative / Inside Sales FASTSIGNS of High Point, NC has been serving the Triad area for over 25 years. Our mission is to provide each customer with the highest possible level of customer service while solving their visual communications challenges and developing new ideas using quality graphics. Do you have a visual communications challenge, but don't know where to start? FASTSIGNS of High Point, NC is more than ready to help. Our strategists, graphics experts and problem solvers will work with you to find the right mix of visual solutions so you can tell your story the way you want it to be told.
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry.
As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and sometimes at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients.
Here's a quick video to see what an Inside Sales Representative with FASTSIGNS is all about!
************************************************ Responsibilities
Work with current and prospective customers, and be the first point of contact for walk-in, e-mail and telephone customers
Provide exemplary customer service and build long-lasting relationships by embracing our core principles of being Quick, Clear, and Kind. Responding promptly to customer inquiries, communicating clearly to ensure understanding, and treating every interaction with kindness to create a positive customer experience.
Give signage and design recommendations, prepare estimates, communicate with customers on order status and project completion
Execute a variety of marketing functions, and maintain an attractive retail environment
Help as needed with reports, required paperwork, and shipping
Enjoy being involved in daily team meetings, and be intimately involved in the success of the FASTSIGNS Center
Typical Physical Demands
Ability to work under pressure and tight deadlines
Ability to stand for long periods of time.
Ability to lift 25 or more pounds.
Present and maintain a good driving record.
Flexibility to lean over a waist-high table and use back and forth hand motion to apply vinyl letters and graphics to a substrate when needed.
Qualifications
Outgoing, responsive, eager to learn and with a desire to succeed
Great verbal and written communication skills
Strong organizational and time management skills
Experience in resolving customer satisfaction issues
Proficient with computer and internet skills, including Microsoft Office
Basic Math Skills
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Benefits
Competitive Base Salary + Commissions + Bonuses
Paid Vacation and Holidays
Formal Ongoing Training
Outside Sales Certification Program
Dental and Vision Program available
401K benefits
Creative work environment
Team Culture
Monday-Friday 8AM-5PM
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Discover your next career! Make Your Statement with us! Apply today! Get inspired by this video ************************************************
FASTSIGNS of High Point is an Equal Opportunity Employer. Compensation: $19.00 - $19.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance service representative job in Winston-Salem, NC
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Zach Barnes, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Property Casualty Customer Service Representative
Finance service representative job in Greensboro, NC
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is Seeking a Property Casualty Customer Service Representative to join our growing team in Greensboro, NC.
The purpose of the customer success representative (CSR) is to provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is the customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.
How You Will Contribute
Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters.
Proactively seek referrals from current customers to solicit new business and capitalize on cross-sell opportunities.
Provide an exceptional customer experience.
Document renewal, sales, and insurance operations compliance documents into the agency management systems.
Attend internal and client meetings, as needed.
Follow agency guidelines, policies, and procedures.
Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology
Licenses and Certifications:
Property & Casualty Producer Insurance License in good standing
Skills & Experience to Be Successful
2+ years of customer service experience in the insurance industry
Comprehensive knowledge of commercial property, general liability, auto liability, workers compensation and umbrella liability coverages
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Experience handling commercial account renewals, service needs, and customer escalations
Experience handling policy endorsement requests, certificates of insurance and Auto IDs
Experience handling payments or billing questions
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits
: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits
: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness
: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits
: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Auto-ApplyCustomer Service Representative
Finance service representative job in Greensboro, NC
Club Role - Customer Service Representative Evenings (CSR)
Here at Crunch Fitness, we strive to cultivate a culture of diversity, acceptance, empowerment, and fun. We are searching for energetic and charismatic individuals to join our team!
Job Summary
The Customer Service Representative (CSR) role ensures all members, guests, and prospective members receive top-notch customer service.
Duties & Responsibilities
● Greet and check in all members, guests, and prospective members
● Answer phone calls in a polite and professional manner
● Inform prospective members about our membership options and current promotions
● Facilitate necessary updates to members' accounts
● Ensure all retail items are fully stocked
● Operate the POS system and accept payments
● Assist in maintaining the neatness and cleanliness of the club
● Other duties as assigned
Compensation
● Part time
● Hourly rate
● Complimentary gym membership
Qualifications
● High school diploma or equivalent
● Customer service - 1 year (preferred)
● CPR/AED certification (preferred)
● Basic computer proficiency
● Professional attitude
● Upbeat and positive personality
● Efficient and effective communication skills
● Ability to multi-task and excel in a busy environment
Job Requirements
● Evening position
● Pass drug screening
● Background check
● Use of finger scan technology for recording time worked
● Not eligible to work remotely
Private Client Banker - (New Build) Asheboro - Asheboro, NC
Finance service representative job in Asheboro, NC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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: **************************************************************************
Auto-ApplyASC CSR Specialist
Finance service representative job in Kernersville, NC
Under minimal direction, the CSR Specialist is responsible for calls of a non-routine nature that require deviation from standardized procedures. This role handles situations that may require additional research depending upon customer response. The CSR Specialist has extensive knowledge of the company's products and services. This role ensures customer expectations are accurately determined and are fully met. The CSR Specialist develops and broadens relationships within customer organization to fully understand needs and wants. The CSR Specialist functions as the inside half of the sales team to ensures transactions are error free, and provides guidance and technical advice to less experienced Customer Service Representatives.
JOB DUTIES:
• Responds to customer inquiries, provides quotes and takes customer orders via telephone, fax, email, electronic methods or walk-in (counter sales). Due to experience & training, may handle the most complex inquiries.
• Relates to all technical customer support activities within the business, call center, field, and business processing. Performs various business support activities including identifying, enhancing, and following specific processes and procedures to maximize the efficiency of the business. Serves as a Subject Matter Expert on one or more technical products.
• Proactively generates sales by actively promoting Motion's products to existing customers. Responsible for selling Motion's products and services by understanding customer needs and meeting their requirements.
• Influences Motion's Gross Profit through negotiating the sale price and purchase price within certain parameters. May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion.
• Responsible for maintaining effective relationships with current and potential customers, ensures customer queries resolution, ensures billing and collection and facilitates customer requests in efficient and timely manner.
• Orders items to ensure appropriate inventory levels are maintained for customers.
• May place orders without approval for orders up to $25,000 per line and $50,000 per Purchase Order.
• Expedites backorders. May pull inventory and prepare order for shipment to customer.
• Responsible for sourcing products in branch inventory, Distribution Center inventory or supplier inventory.
• Determines the most cost effective method to fulfill customer orders.
• May handle customer returns.
• Partners with Account Representatives to ensure customer satisfaction.
• Provides coaching, guidance and direction to less experienced Customer Service Representatives.
• Assists less experienced Customer Service Representatives with addressing customer needs; especially technical expertise in a particular specialty.
• Performs other duties as assigned.
EDUCATION & EXPERIENCE:
Typically requires a bachelors degree and three (3) years of related experience or an equivalent combination.
KNOWLEDGE, SKILLS, ABILITIES:
• Reliability, organization and attention-to-detail required.
• Excellent communication skills including written, verbal, and listening.
• Ability to multi-task and time management skills required.
• Excellent computer skills.
• Strong negotiation skills.
• Specialty product knowledge from previous warehouse and inside sales experience required.
COMPANY INFORMATION:
Motion Industries offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay.
Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest!
GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
Auto-ApplyFinancial Services Representative- 58 East
Finance service representative job in Danville, VA
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Intermediate customer service skills
Intermediate verbal, written, and listening skills
Basic problem solving skills
Intermediate collaboration skills
Basic understanding of banking products and services
Intermediate adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Basic critical thinking skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Customer Service Support Representative
Finance service representative job in Burlington, NC
located in Burlington, NC
Labcorp is seeking a Customer Service Support Representative to join our team in Burlington, NC. This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently. The Customer Service Support Representative will provide product education and handle a wide variety of questions while ensuring a world-class customer experience. The ideal candidate will be passionate about Customer Service and motivated to work with a customer centric team in an innovative company.
Work Schedule: First Shift, Tuesday-Saturday 7:00am to 4:00pm
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. For more detailed information, please click here.
Job Responsibilities
Act a liaison between Labcorp, the customer base and patients
Resolve routine customer requests with products or services via inbound, outbound calls, or the Internet
Speak with customers in a courteous, friendly, and professional manner using protocol procedures
Inquire, clarify, and confirm customer requirements and understanding of the solution
Provide additional customer education and information as needed
Qualify and establish inbound new customers requesting Labcorp's products and services
Work in multiple databases to research complex issues and questions
Notify clients of test results in a timely and accurate manner
Review test forms for accuracy and report any discrepancies
Participate in activities designed to improve customer satisfaction and business performance
Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance
Requirements
High School Diploma or GED equivalent required
Associate's degree is preferred
Previous experience in a customer service role
Experience working in a contact center/call center environment is preferred
Prior healthcare industry, such as a physician's office or a hospital highly is a plus
Knowledge of Microsoft Office suite is required
Experience with Salesforce.com and/or Laboratory Information Systems is preferred
Strong verbal and written communication skills and excellent ability to listen and respond
Must be courteous with strong customer service orientation
Excellent multitasking abilities required
Strong flexibility and the ability to manage and adapt to changing priorities quickly
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.
Auto-ApplyVirtual Customer Service Representative
Finance service representative job in Burlington, NC
Why Meron Financial Agency?
Are you working hard but not getting paid what you're worth? Or maybe you're earning well but sacrificing your time, freedom, and peace of mind?
At Meron Financial Agency, we believe you can have both: financial success
and
a life you love.
We're not just building careers-we're building leaders, entrepreneurs, and legacies. Whether you're brand new to the industry or a seasoned pro, we'll give you the mentorship, tools, and proven system to help you grow without limits.
And the best part? No cold calling. You'll only connect with people who already asked for help protecting their families.
Why Agents Choose Us
Leads - No chasing, no begging
Ownership Pathway - Build your own agency
Hands-On Mentorship - Learn directly from top leaders
Cutting-Edge Tech & Training - Work smarter, not harder
Incentive Trips & Recognition - See the world while being celebrated
Partnerships with 60+ A+ Rated Carriers (Foresters, Mutual of Omaha, Transamerica, Americo, and more)
The Bigger Picture
Performance bonuses and capital opportunities
True work-life balance-design your schedule, your way
Passive income and long-term wealth-building options
A culture where people come first
What You Can Expect
Commission-Only with
uncapped earning potential
Average new agents earn $800-$1,200 per policy
Part-Time: $50K+ your first year
Full-Time: $80K-$300K+ your first year
Agency Owners: $200K-$500K+ annually in system-driven income
What We're Looking For
Driven, coachable individuals who want to make a real impact
Must live in the U.S.
Must be a U.S. citizen or legal/permanent resident
Don't just dream it-build it. Apply today and start creating the freedom, impact, and income you deserve.
Personal Banker II
Finance service representative job in Greensboro, NC
The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%).
Opens all types of personal and business accounts and prepares related documentation (50%).
Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyCustomer Service Rep(05526) - 122-H Avalon Dr
Finance service representative job in Salisbury, NC
Job DescriptionBOUT THE JOB
Imagine yourself with a job with flexible hours, competitive pay, a fun environment, did we mention flexible hours? We're already imagining you in that job, right now. We're imagining that because right now we're looking for
Customer Service Representatives - the people who answer the phone
and make pizzas. Want to hear more?
Relationship Banker I
Finance service representative job in Greensboro, NC
The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.
PRINCIPAL ACCOUNTABILITIES:
Time: Description:
40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies.
15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services.
10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned.
10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service.
10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual.
10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned.
5% Other duties as assigned.
BASIC QUALIFICATIONS:
High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience.
ADDITIONAL QUALIFICATIONS:
* Strong relationship skills.
* Basic math and computer skills.
* High level of accountability, efficiency, and accuracy.
* Exceptional time management, communication, and customer service skills.
* Must maintain a friendly, courteous, and professional demeanor.
* Must complete teller training classes.
* Ability to pass a background check.
PREFERRED QUALIFICATIONS:
Strong sales skills
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Affirmative Action/Equal Opportunity Employer
Personal Banker II- Greensboro Main
Finance service representative job in Greensboro, NC
The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.
ESSENTIAL FUNCTIONS:
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%).
Opens all types of personal and business accounts and prepares related documentation (50%).
Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
Deposit accounts
Debit and Credit cards
Safe deposit boxes
Official checks
Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills - ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-Apply