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
Place an application
Complete your online assessment
Our team will review your application
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. Alorica 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, or protected veteran status and will not be discriminated against based on disability.
Auto-ApplyBudget & 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-ApplyCustomer Service Representative / Inside Sales
Finance service representative job in High Point, NC
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-ApplyCommercial Lines Customer Service Representative
Finance service representative job in Winston-Salem, NC
Benefits:
401(k)
401(k) matching
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Job Description: The Commercial Lines CSR is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Responsibilities
Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Qualifications
Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
Benefits/Perks
Competitive Pay
Benefits
PTO
401K
Professional Development
Job Stability in a growing industry
Compensation: $45,000.00 - $65,000.00 per year
YOUR FUTURE with Peak Insurance Group Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place!
Insurance is a fast-paced industry with plenty of opportunities to put your unique skills to use, and Peak take this to the next level with a heart for service and a bias for latest in technological advances. Integrity, Excellence, Respect and Simplicity are at the core of our organization because they are at the core of our people. The decisions we make, the people we partner with, and the obstacles we choose to overcome will always come back to this: we want to simplify insurance for our customers because we live with integrity, believe in excellence, and treat others with respect. It's just that simple.
If the above statement echoes your own thoughts about what a career should be, then it's time we meet. Apply for a career with Peak Insurance Group today!
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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.
Parts & Service Associate
Finance service representative job in Tyro, NC
TrailersPlus, the largest factory-owned trailer dealership in the United States with over 80 locations, is seeking a Parts and Service assistant for its Linwood location. We also manufacture Interstate trailers, the highest quality cargo trailer in the world, and have over 400,000 satisfied customers.
Job Details:
Inspect, service and repair trailers
Install parts and accessories
Receive and process shipments
Maintain facility and grounds
Requirements:
Familiarity with basic tools used for trailer repair is preferred
Forklift Certification Required (company-paid training)
Ability to work in a fast-paced, detail-oriented environment
Ability to be on your feet for a long period of time
Ability to lift up to 50 pounds
Our ideal technician is professional, team-oriented, and shows a service-based mindset for uncompromised customer satisfaction.
Work Hours: Tuesday - Saturday | 8:00am - 5:00pm
Pay Range: $18.00 to $19.00 per hour plus bonus and commission
Benefits:
Work/life balance with a 40 hour work week
401(k) with employer match
Comprehensive health, dental, vision, and pet insurance
Life insurance paid by the company
Paid time off, sick pay, and a flexible spending account
Rain Instant Pay: Access up to $1,000 of earned wages before payday
Click Apply Now or navigate to our careers page, ************************************** to start the application process. A member of our HR team will respond quickly to assist all qualified candidates.
TrailersPlus is an equal opportunity employer. To learn more, visit us at trailersplus.com.
Auto-ApplyCustomer Service Rep(04473) - 1677 Westchester Drive
Finance service representative job in High Point, NC
ABOUT THE JOB
You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you.
We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you.
ADVANCEMENT
Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity.
DIVERSITY
Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential.
SUMMARY STATEMENT
We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first!
JOB REQUIREMENTS
You must be 16 years of age or older.
General job duties for all store team members
Operate all equipment.
Stock ingredients from delivery area to storage, work area, walk-in cooler.
Prepare product.
Receive and process telephone orders.
Take inventory and complete associated paperwork.
Clean equipment and facility approximately daily.
Training
Orientation and training provided on the job.
Communication Skills
Ability to comprehend and give correct written instructions.
Ability to communicate verbally with customers and co-workers to process orders both over the
phone and in person.
Essential Functions/Skills
Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator).
Must be able to make correct monetary change.
Verbal, writing, and telephone skills to take and process orders.
Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed.
Ability to enter orders using a computer keyboard or touch screen.
WORK CONDITIONS
Exposure to:
Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks.
In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas.
Sudden changes in temperature in work area and while outside.
Fumes from food odors.
Exposure to cornmeal dust.
Cramped quarters including walk-in cooler.
Hot surfaces/tools from oven up to 500 degrees or higher.
Sharp edges and moving mechanical parts.
SENSING
Talking and hearing on telephone.
Near and mid-range vision for most in-store tasks.
Depth perception.
Ability to differentiate between hot and cold surfaces.
TEMPERAMENTS
The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgements and decisions.
Additional Information
PHYSICAL REQUIREMENTS including, but not limited to the following:
Standing
Most tasks are performed from a standing position.
Walking
For short distances for short durations.
Surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 48".
Sitting
Paperwork is normally completed in an office at a desk or table.
Lifting
Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck.
Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'.
Cases are usually lifted from floor and stacked onto shelves up to 72" high.
Carrying
Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves.
Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store.
Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray.
Pushing
To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24" - 30" and requires a force of up to 7.5 pounds to push.
Trays may also be pulled.
Climbing
Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance.
Stooping/Bending
Forward bending at the waist is necessary at the pizza assembly station.
Toe room is present, but workers are unable to flex their knees while standing at this station.
Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day.
Forward bending is also present at the front counter and when stocking ingredients.
Crouching/Squatting
Performed occasionally to stock shelves and to clean low areas.
Reaching
Reaching is performed continuously; up, down and forward.
Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves.
Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes.
Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones.
Hand Tasks
Eye-hand coordination is essential. Use of hands is continuous during the day.
Frequently activities require use of one or both hands.
Shaping pizza dough requires frequent and forceful use of forearms and wrists.
Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter.
Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes.
Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes.
Machines, Tools, Equipment, Work Aids
Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
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-ApplyFinancial Specialist
Finance service representative job in High Point, NC
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
* We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
* We hire experienced professionals who understand the industry and provide effective advice.
* We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
SUMMARY OF POSITION:
A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way.
PRIMARY RESPONSIBILITIES:
* Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
* Greet and acknowledge each client as they enter the office.
* Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties.
* Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm.
* Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws.
* Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation.
* Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
* Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
* Monitor and manage all required reports to ensure operational excellence.
* Provide operational support to Office Leader.
* Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
* Assist other team members as needed to ensure delivery of distinctive service.
* Perform other related duties and responsibilities as assigned.
DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:
* High School Diploma or Equivalent - College degree is preferred.
* Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred.
* Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
* Knowledge of federal banking regulations and compliance.
* Broad knowledge of bank products and services.
DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS, AND ABILITIES:
* Excellent interpersonal skills, including verbal and written communication skills.
* Excellent organizational skills and attention to detail.
* Effective analytical and mathematical reasoning skills with problem-solving ability.
* Ability to multi-task and prioritize daily tasks, with effective time-management skills.
* Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
* Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
* The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
POSITION STATUS: NON-EXEMPT
DATE: 01.04.2024
Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
Customer Service Representative - Greensboro, NC
Finance service representative job in Greensboro, NC
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 ScannersStandalone 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 EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer 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.
AbilitiesOral 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 InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
Service Rep
Finance service representative job in Asheboro, NC
Job Description
???? Join Our Mighty Team at JP Thomas & Co. - Where Growth Meets Opportunity! ????
Are you ready to jumpstart your career with a company that
invests
in YOU? At J.P. Thomas & Co Inc., we don't just offer jobs - we offer careers! We're looking for passionate individuals to join our Mighty Auto Parts team, where you'll receive hands-on training and the chance to develop new skills that will help you thrive professionally and personally. Whether you're looking to advance in the auto parts industry or simply seeking a company that cares about your future, we've got you covered.
Benefits
Up to 4 weeks of vacation/paid time off
Paid holidays (7 days)
75% Employer paid medical, dental, & vision insurance
$25,000 of life insurance per employee
Supplemental benefits (long-term, short-term, accident, etc.)
401(k) retirement plan with company match
Monday-Friday
Career path & advancement opportunities
Discounts on tires & automotive services
Paid weekly
What You'll Be Doing:
Hands-On Work: Load and unload parts like batteries, motor oil, filters, and more. No two days are the same!
Team Player: Communicate with customers and fellow team members in a professional, friendly, and honest manner.
Problem-Solving: Check shipments, report any damages or shortages, and help us keep everything running smoothly.
Product Management: Work with the Warehouse Manager to maintain organized records and product control.
Keep Things Moving: Load and unload product, ensuring everything is properly secured for delivery.
On the Road: Transport products safely and efficiently using company vehicles, while keeping accurate delivery records.
Safety First: We take safety seriously! Comply with all safety policies and regulations.
What Else You'll Bring to the Table:
Positive Attitude: We love working with people who bring energy, enthusiasm, and a “can-do” attitude every day!
Attention to Detail: Keep things organized, maintain vehicle cleanliness, and make sure deliveries are timely and accurate.
Pride in Your Work: Whether it's keeping up with the latest products or delivering exceptional customer service, we want people who take pride in what they do.
Why You'll Love It Here:
Team Spirit: At JP Thomas & Co., we believe in working hard
and
having fun. You'll be joining a team that values collaboration, mutual respect, and success.
Career Path: You're not just filling a role; you're starting a journey. With opportunities for advancement and leadership roles, the sky's the limit!
Qualifications:
Customer-Centered: Work with customers, vendors, and co-workers professionally and courteously.
Flexible & Reliable: Adhere to work schedules and guidelines with a focus on efficiency and punctuality.
Are you ready to make your mark at J.P. Thomas & Co.? If you're ready to join a company that cares about your growth and success, we want to hear from YOU!
Medical Equipment Setup, CSR
Finance service representative job in Winston-Salem, NC
This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center.
Job Responsibilities:
Performs CPAP/RAD setups in a timely and professional manner
May also perform setup of oxygen equipment and other DME in patients' homes as well
This includes completion of all required documentation, instructs patient on the safe and proper use of equipment
Cleans rental equipment when returned to the center, in accordance with policies and procedures
Maintain cleanliness and organization of warehouse/storage area
Monitors CPAP/RAD Compliance report and follows up with non-compliant patients
Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient
Monitors md INR Compliance report and follows up with non-compliant patients
Manage the center's oximetry process
Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning
Responsible for participating in on-call responsibilities for the center
The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility
Represents the company through professional personal appearance, patient care activities
May serve as a backup to other employees for vacation, illness, or other periods of absenteeism
Requires use of personal vehicle and a valid driver's license
#DD
Medical Equipment Setup, CSR
Finance service representative job in Winston-Salem, NC
This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center.
Job Responsibilities:
Performs CPAP/RAD setups in a timely and professional manner
May also perform setup of oxygen equipment and other DME in patients' homes as well
This includes completion of all required documentation, instructs patient on the safe and proper use of equipment
Cleans rental equipment when returned to the center, in accordance with policies and procedures
Maintain cleanliness and organization of warehouse/storage area
Monitors CPAP/RAD Compliance report and follows up with non-compliant patients
Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient
Monitors md INR Compliance report and follows up with non-compliant patients
Manage the center's oximetry process
Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning
Responsible for participating in on-call responsibilities for the center
The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility
Represents the company through professional personal appearance, patient care activities
May serve as a backup to other employees for vacation, illness, or other periods of absenteeism
Requires use of personal vehicle and a valid driver's license
#DD
Relationship Banker
Finance service representative job in Greensboro, NC
Primary Office Location: 2132 New Garden Road. Greensboro, North Carolina. 27410. Join our team. Make a difference - for us and for your future. Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyRelationship Banker
Finance service representative job in Greensboro, NC
Primary Office Location:2132 New Garden Road. Greensboro, North Carolina. 27410.Join our team. Make a difference - for us and for your future.
Relationship Banker
Business Unit: Retail
Reports to: Varies Based on Assignment
Position Overview:
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities:
Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.
Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Detail-oriented
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a related position.
Knowledge of banking policies, procedures consumer products and services.
Sales and customer service skills.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyPremier Banker - Lake Jeanette
Finance service representative job in Greensboro, NC
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services 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 financial services 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 a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
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 SAFE. 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:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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 End Date:
1 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.
Auto-ApplyPersonal 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-ApplyMember Service Representative
Finance service representative job in Greensboro, NC
Job Location: 1400 Yanceyville Street Greensboro, NC 27405 Job Grade: 7 primary functions: Serve as primary point of contact for members and visitors. Must be personable and outgoing while maintaining a patient, positive, and professional demeanor. Accurately convey information regarding Credit Union products and services. Respond to member account inquiries and requests. Cross-sell or refer products and services based on needs identification. Respond to basic account inquiries. Maintain the integrity of all members' records in a confidential manner. responsibilities:
Promptly open branch at opening of business and properly secure doors at the close of business.
Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
Accurately log each visitor into the Visitor Log; issue and track visitor ID badge (if applicable)
Open accounts as needed and make effective cross-sell recommendations.
Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires, and IRA transactions.
Process loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan-related tasks as required and within established timeframes.
Maintain a professional and organized member lobby and technology area; update marketing materials as needed.
Perform a variety of duties related to all phases of teller work.
If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide members with access as needed and properly maintain card records of box issuance, entry, and closure in accordance with federal regulation and credit union policy.
Assist and educate members with self-service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter (if applicable).
Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.
Perform job duties in accordance with the Credit Union's values, mission and vision.
Perform notary services and basic account maintenance as requested including address changes.
Perform other various duties as assigned.
minimum requirements:
High school graduate.
Experience in financial services with a record of providing excellent service.
Excellent communication and problem-solving skills.
Notary Public certification.
Strong computer skills with ability to quickly learn new processes/systems.
Member Services Representative
Finance service representative job in Graham, NC
Grow with us!
We're Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 80+ clubs and growing! Since 2016, we have grown from 16 locations in TX to over 80 locations in 6 states in great markets like Austin, Dallas, Raleigh, Tulsa, and NW Arkansas. We are opening new clubs each year and with that kind of growth, you can build a great career here! In fact most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager(responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations!
But it all starts at the front desk - where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness.
What are you waiting for?
APPLY TODAY!
Essential Duties and Responsibilities
- Provide an exceptional customer service experience.
-Responsibilities include:
Check members into the system.
Take prospective members on tours then assist them with the new account sign-up process
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Detailed cleaning in all areas of the facility.
Qualifications/Requirements
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
People with positive mental attitudes excel here!
Customer service background preferred.
Punctuality and reliability is a must.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter commercial cleaning products during shift.
Our team players and members are our top priority! That's why we are following super-strict safety and cleaning protocols.
Mask up! All of our team players are required to wear masks at all times while in-club and members are required to follow all state & local mask mandates.
Squeaky Clean! We've always been known for our clean clubs, but we have kicked that up to ensure our equipment and facilities are effectively sanitized against COVID-19.
Social Fitnessing! We offer a touch-less check in for our members and promote keeping a safe distance between all.
Need a day off? Full time employees have paid leave to take a break!
Benefits & Perks
Make payday any day by taking advantage of our financial wellness benefit, MyFlexPay
Every Team Player receives a FREE Planet Fitness Black Card Membership
Our Employee Assistance Program (EAP) gives you free and confidential access to counseling resources
PLUS - Paid Time Off (PTO), Paid Parental Leave, and Health Insurance Benefits are offered to all eligible Team Players
Compensation: Starting at $9.50/hr
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Auto-ApplySenior Relationship Banker
Finance service representative job in Asheboro, NC
Weekly Scheduled Hours: Monday through Friday 8:30AM to 5:15PM; Saturday 8:30AM to 1:00PM
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 financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
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
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