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  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Finance service representative job in Charleston, SC

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $50k-95k yearly est. 5d ago
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  • Member Service Representative II - Full-Time - North Summerville

    Navy Federal Credit Union 4.7company rating

    Finance service representative job in Summerville, SC

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 113 Grandview Dr, Summerville, South Carolina 29483 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $26k-34k yearly est. 4d ago
  • Relationship Banker - Charleston, SC

    First National Bank of Pennsylvania 3.7company rating

    Finance service representative job in Charleston, SC

    Primary Office Location:317 Meeting Street. Charleston, South Carolina. 29401.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.
    $28k-34k yearly est. 5d ago
  • Part Time (20 Hour) - Associate Banker ME - (New Build) Knightsville - Knightsville, NC

    JPMC

    Finance service representative job in Charleston, SC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $49k-101k yearly est. Auto-Apply 28d ago
  • Financial Service Representative II

    South Carolina Federal Credit Union 4.5company rating

    Finance service representative job in North Charleston, SC

    South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our Rivers Financial Center in North Charleston, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs. As a Financial Service Representative II, a typical day might look like this: * Participate in a morning huddle brainstorming with team members about ways to meet referral goals. * Talk with a customer about the payoff amount for their auto loan. * Review and deposit a check into a customer's account. * Cash a large payroll check. * Meet with a service leader to review your current performance. * Balance your drawer before heading home. This job might be for you if: * You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength. * You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers. * You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends. * You are awesome at consistently following policies and procedures. * You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer. * You volunteer for new challenges without being asked. The Perks: We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy: * A chance to build lasting relationships with not only your team, but our customers as well. * Opportunities to make a difference by volunteering and getting involved in the community. * A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more. * Opportunities to grow within a company that's dedicated to your development and promoting talent internally. To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude. Apply online at ******************* NOTE: Relevant military experience is considered for veterans and transitioning service men and women. South Carolina Federal Credit Union is an Equal Employment Opportunity Employer. #TeamBlue23
    $29k-34k yearly est. Auto-Apply 12d ago
  • Customer Service Representative

    Classic Collision 4.2company rating

    Finance service representative job in North Charleston, SC

    Classic Collision is now hiring a Customer Service Representative. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly growing company whose mission is to put safety, quality, integrity, and heart into every vehicle we repair and customer we serve. Classic Collision offers competitive pay, benefits, and career advancement opportunities. Please come and join our team! Why Choose Classic Collision? * Paid Weekly * Continuous Training * Supportive Team Culture * Company match 401K * Medical/Dental/Vision * Paid Time Off - 6 Paid Holiday * Rewarding Work Customer Service Representative (CSR) serves as the first impression of Classic Collision's customer experience. Responsibilities * Explain and educate customers on repair process on a high level, including insurance claim information and processes. * Maintain a broad knowledge base of insurance partner requirements regarding authorizations, billing, and load level processes. * Coordinate Rental Car /Tow companies to provide one-stop service to all customers. * Ensure all vehicles are delivered to customers by the assigned service advisor and if not available, by designated backup teammate. * May assist in customer communication throughout the repair process. * Monitor DRP assignments, estimate/repair appointments and capture rates of assignments. * Follow up on all DRP assignments present and past to maintain sales for the center. * Maintain DRP logbooks and Enterprise ARMS daily. * Secure proper payments * Assist with reconciling invoices to payables report daily and monthly (as applicable) * Ensure all customer comfort items are always fresh and available for customers as well as maintaining the customer waiting area. * Perform other administrative tasks and duties as required to successfully meet the needs of the business. * Other duties as assigned. Qualifications * Must be at least 18 years of age. * Previous experience in customer service, sales, or other related fields is preferred. * Must have a valid driver's license and be eligible for coverage under company insurance policy. * Effective communication (written and verbal) and interpersonal skills are required. * Organization and multi-tasking skills, good time management, and the ability to adapt easily to fast-paced environment. Behaviors/Competencies Integrity-Respect and accountability at every level and every interaction Customer Service-Provide the highest level of customer service while building customer satisfaction and retention Innovation-Develops and displays innovative approaches and ideas to our business Teamwork-Contributes to building a positive team spirit and supports everyone's efforts to succeed Physical & Environmental While performing the duties of this job, the employee is regularly required to use hands, and is required to talk and hear. The employee is frequently required to stand, sit, and walk occasionally for long periods at a time. The employee may occasionally be required to reach with hands, arms and move objects up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. In addition, abilities for assessing the accuracy, neatness and thoroughness of the work assigned are required. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. Classic Collision is an Equal Opportunity Employer: As an equal opportunity employer, Classic Collision does not discriminate against any employee or candidate based on age, race, gender identity, gender expression, genetic information, national origin, physical or mental disability, protected veteran status, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by all applicable federal, state, and local laws. Reasonable Accommodations: Classic Collision is an equal opportunity employer that is committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation to search for a job opening or submit an online application, please e-mail or call ************* . This email is listed exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. This job description is not a complete statement of all duties and responsibilities comprising the position.
    $22k-29k yearly est. 10d ago
  • Part Time (20 Hour) - Associate Banker ME - (New Build) Knightsville - Knightsville, NC

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Charleston, SC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $23k-53k yearly est. 26d ago
  • Customer Service Representative - Store #79

    Parker's Kitchen 4.2company rating

    Finance service representative job in Charleston, SC

    As a Customer Service Representative at Parker's Kitchen, you will provide fast, accurate, and friendly service, while helping store leadership maintain store-side operations, ensuring an exceptional experience for every customer, all while upholding the high standards Parker's Kitchen is known for. ESSENTIAL DUTIES AND RESPONSIBILITIES: Customer Service: Deliver exceptional customer service by addressing customer needs and resolving issues promptly and professionally. Speak honestly and act with integrity, upholding company values at all times. Cash Handling & Transactions: Handle cash transactions, fuel transactions, and other retail shift duties as assigned. Responsible for alcohol, tobacco, lottery sales, and other age-regulated products. Operational Duties: Ensure compliance with company policies, procedures, and safety regulations across all store activities. Attention to detail while multitasking. Stock and replenish inventory throughout the store, including food and beverage areas, to ensure products and supplies are consistently in stock. Perform all store housekeeping duties, including cleaning, dusting, sweeping, mopping, and emptying trash, to maintain a clean and organized environment. Assist the store leader with additional tasks as needed. REQUIREMENTS: Must be 18 years of age or older to work in store operations. Must be 16 years of age to work in kitchen operations Must have reliable transportation. Flexible availability is required, including nights, weekends, and holidays. PHYSICAL REQUIRMENTS: Ability to stand for extended periods, ranging from 8 to 10 hours. Ability to push or pull up to 50 pounds. Ability to multitask, perform repeated bending, standing, reaching, and occasionally lift up to 50 pounds Comfortable working in environments with wet floors, temperature fluctuations, and loud noise levels.
    $26k-31k yearly est. 60d+ ago
  • Customer Service Representative

    Weisel, Xides & Foerster, LLP

    Finance service representative job in North Charleston, SC

    Established in 1957, the Pittsburgh, Pennsylvania law firm of Weisel, Xides & Foerster represents individuals, businesses, lenders, and municipalities in wide range of practice areas. We are dedicated to serving the personal and professional needs of clients statewide. Job Description Job Summary The Customer Service Representative (CSR) is responsible for providing effective customer service for all customers by using knowledge of company products and services. CRS's interact with customers to provide information in response to questions, concerns and complaints by phone and Internet. Expert communication and listening skills are a must for this challenging and rewarding position which is often the “face” of the company to the customers. By listening effectively to find the root cause of issues, and communicating in a clear and friendly way, the Customer Service Representative is able to solve the issue and provide a positive customer experience. Customer Service Representatives know how to diffuse a tense situation and do everything within reason to quickly and effectively resolve the issue. Responsibilities: Manage and prioritize multiple concerns simultaneously. Provide appropriate and correct information to incoming customer order status and product knowledge requests. A positive attitude, even when faced with misplaced criticism or frustration. The ability to learn quickly and move on from both success and failure. Process customer orders/changes/returns according to established department policies and procedures. Work closely with the credit department to resolve disputed credit items. Provide timely feedback to company management regarding challenges or customer concerns. Partnership with the sales team to meet and exceed customer's service expectations. Listen, document, and help resolve conflicts with customers. Document the patterns and queries that may indicate a larger problem with the product or service that needs to be resolved. Qualifications Requirements and Qualifications High School diploma. Previous customer service experience. Computer experience and aptitude. Previous experience with corporate phone systems or switchboard. Patience in dealing with confused or irate customers. Problem-solving skills, and the ability to think under pressure. Commitment to continual education about the company, products and services. Additional Information All your information will be kept confidential according to EEO guidelines.
    $24k-32k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Jason Hughes-State Farm Agent

    Finance service representative job in Charleston, SC

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jason Hughes - State Farm Agent, 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: Consult customers with financial planning and life insurance options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Analytical and communication skills. Able to make presentations to potential customers. Detail-oriented. Comfortable with sales. Series 6, 63, 65 or 7 license preferred. Life/Health insurance license.
    $24k-37k yearly est. 11d ago
  • 25-26 SY- Nutrition Services Officer

    Charleston County School District

    Finance service representative job in North Charleston, SC

    Nutrition Services/Food Service Officer Physical work location: 3999 Bridgeview Drive, North Charleston, SC 29405 Job Shift: 7:00am - 3:30pm Position Control No.: 11210084 FTE: 1.0 Assignment Type: Full time SALARY RANGE: $72,326 - $136,569 (240 day position) Salary is based on the board-approved 2025-2026 salary schedule, and years of work experience derived from the employment application up to a maximum of thirty-five years. APPLICATION DEADLINE: Applications will be accepted until the position closes at 11:59 pm on Friday, January 2, 2026. Application files are considered "complete" with the uploading of your resume and certification. CONFIDENTIAL REFERENCES: The District requests that you provide the names and email addresses of at least 2 individuals who are familiar with your work experience. A confidential reference from your current supervisor is not required in order for you to be considered for an interview, although it will be required in order to move forward in the hiring process should you be a finalist for this position. APPLICATION SCREENING: At the time of the application deadline, completed applications will be reviewed to determine which candidates meet the minimum requirements as identified on the job description. The candidates who meet the minimum requirements will be forwarded to the hiring manager for consideration. The hiring manager will review and select candidates to be interviewed for the position. All applicants may not be interviewed for this position. We are proud to be an EEO/AA employer M/F/D/V Attachment(s): Nutrition Services Officer 01.10.20.pdf
    $28k-46k yearly est. 48d ago
  • Customer Service Representative

    Copart 4.8company rating

    Finance service representative job in Charleston, SC

    Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: * One year of office support experience in a customer service role preferred * High School diploma * Excellent customer service skills and attitude * Excellent written and verbal skills * Proficient with office equipment * Attention to detail * Problem-solving * Computer proficiency - MS Suite * Typing speed 45WPM * Professional appearance * Ability to multi-task in a fast-paced environment * Bilingual skills a plus * Occasional overtime as needed Pay $16.04 - $18.07 per hour Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program (no cost to you) * Vacation & Sick pay * Paid Company Holidays * Life and AD&D Insurance * Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work
    $16-18.1 hourly Auto-Apply 40d ago
  • CSR - Bilingual

    s a w Enterprises Inc. 3.9company rating

    Finance service representative job in Summerville, SC

    REQUIREMENT: Bilingual Speaker Customer Service Representative Work is performed with moderate supervision. A customer service representative interacts with SAW's clients, customers and technicians providing and documenting information while addressing inquiries on services and appointments. In addition, they deal with and help resolve any questions or complaints. Most importantly, to provide superior customer service to internal and external customers. General Description 1. Enter New Work Orders daily for all SAW's clients as they are called in.2. Call all customers on the undated to schedule appointments.3. Confirm the routes with SAW's technicians and Bob's technicians confirming or correcting their routes.4. Take reports from technicians and enter those reports onto the website.5. Take client calls for reports/photos and information needed for customer repairs.6. Update the client's portals on a daily basis with information as appointments are made and/or changed.7. Confirm customer time frames for the following day.8. Deal directly with clients and customers by telephone and respond promptly to their inquiries and resolve complaints.9. Direct requests and unresolved issues to the designated next level of authority. Follow directions from your supervisor.10. Maintain a pleasant courteous attitude towards clients, customers and service technician.11. Perform additional functions that may be assigned at the discretion of management. Work Experience Requirements 1. At least three (3) years experience in a fast paced, sometimes stressful, customer service environment.2. Able to communicate both verbally and text in a professional, courteous and informative manner.3. Must have intermediate to very good computer skills in MS Office products.4. Must have good organizational skills and ability to stay on task throughout the day.5. Very good analytical, and judgment skills.6. Proficient skills in basic high school level math, spelling and reading comprehension.7. Able to use office equipment; fax machine, copier, computer, phone, printer, etc. Work Environment / Physical Demands • Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Must be able to remain in a stationary position 90% .• The worker is subject to noise. There is sufficient noise to cause the worker to use a loud voice in order to be heard above ambient noise level.• Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.• Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.• Substantial movements (motions) of the wrists, hands, and/or fingers.
    $26k-34k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Charleston, SC

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15 hourly Auto-Apply 13d ago
  • Customer Service Representative

    Gerald's Tires & Brakes

    Finance service representative job in Charleston, SC

    Gerald's Tires & Brakes in Charleston, SC is looking to hire a full-time Customer Service Representative to assist customers when they visit the shop. Are you a people person with excellent conversational skills? Would you like to work for a company that values the contributions of its employees? If so, please read on! This customer care position earns a competitive starting wage of up to $18 per hour. We provide exceptional benefits and perks, including health, dental, and retirement benefits with company match as well as paid vacation, paid sick days, and paid training opportunities. Additionally, we offer this position life insurance, an employee discount, and flexible scheduling. If this sounds like the right entry-level automotive office opportunity, apply today! ABOUT GERALD'S TIRES & BRAKES Since 1975, we have built a reputation of steadfast reliability, unparalleled customer service, and the best prices in and around Charleston. Our experienced and dedicated team helps keep our clients' vehicles on the road, ensuring their valuable time is never wasted on unnecessary breakdowns and repairs. From preventative maintenance to flat tire repairs and everything in between, we are there every step of the way. We take pride in the company we have built, and it shows with every customer we help! We value our capable and skilled employees and depend on them to help us provide outstanding service. This is why we offer competitive wages, excellent benefits, and an exceptional work environment. In fact, we were voted as one of the top 3 "Best Places to Work" in the Charleston area! At Gerald's, you're not just a number, you're an individual! We're always on the lookout for exceptional individuals to add to our team. We hope you'll join us! A DAY IN THE LIFE OF AN CUSTOMER SERVICE REPRESENTATIVE In this customer care position in our automotive office, you are the first face our clients see when they visit our store. When customers enter, you greet them cheerfully and discuss their auto repair needs. If the client has an appointment, you check them in and inform our technicians. You also take information from walk-ins and let them know if there will be a wait. Additionally, you answer customer phone calls, skillfully answering their questions and scheduling appointments. After services are completed, you return the customers' keys to them and thank them for choosing us for their automotive needs. As you interact with our clients, you always engage them in a friendly way that makes them feel comfortable. You take pride in providing world-class customer service! QUALIFICATIONS FOR AN CUSTOMER SERVICE REPRESENTATIVE Customer service skills Basic computer proficiency Do you have the desire to help others? Are you organized and detail-oriented? Do you have excellent communication skills? Are you dependable? Do you have a friendly and engaging personality? Are you a team player? Do you always operate with honesty and integrity? If yes, you might just be perfect for this entry-level automotive office position! WORK SCHEDULE FOR AN CUSTOMER SERVICE REPRESENTATIVE This entry-level customer care position is full-time and typically works 7 AM - 6 PM, 4 days a week, which comes out to about 44- to 46-hour work weeks. ARE YOU READY TO JOIN OUR AUTOMOTIVE OFFICE TEAM? If you feel that you would be right for this entry-level customer care job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you! Location: 29407
    $18 hourly 10d ago
  • Customer Service Representative

    Fyzical Therapy and Balance Centers 3.7company rating

    Finance service representative job in Charleston, SC

    Job DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Charleston, SC, that is a perfect fit for you! As the first and last person our amazing clients see when they enter and leave our cutting-edge facility, your role as Customer Service Representative is central to our daily operations. Here, you will join a champion team that works together to help grateful patients get back to the lives they love. We are committed to changing the PT industry by creating non-traditional, individualized treatment plans and want you along on that important journey. As part of the FYZICAL family, you can take advantage of advancement opportunities, state-of-the-art technology and grow your career under a practice leader who is fully invested in you. This excellent opportunity will not last long! Apply for FYZICAL's Customer Service Representative job opening today! Are you looking to join an innovative company where you can establish yourself and advance your career as part of a top-rated team? If so, you should consider our Customer Service Representative position in Charleston, SC! We are an innovative physical therapy facility that bypasses traditional approaches to care. We work together, using the most modern technology and cutting-edge tools to provide our patients with the individualized care they need and deserve. As our Customer Service Representative, you will enjoy the easy flow of a supportive team that succeeds together. You also will have the chance to access our unparalleled continuing education opportunities, opening the door to further career growth. Start down your exciting career path today by applying for our Customer Service Representative job opening!Responsibilities Handle patient scheduling, appointments, multi-phone line Gather new patient data; keep track of all patient referrals Disseminate information to patients; act as a go-between for patients and physicians Send and keep a log of all reports sent to doctors Collect all payments; insurance verification Collect/open mail; distribute mail to proper areas/people Send benefits paperwork to billing companies Handle all scheduling and ensuing communication Answer phones, act as a patient liaison, answer any questions from potential or current patients Schedule patients; coordinate evaluations, re-evaluations, appointment reminders and cancellations Collect new patient intake information; track all clinic referrals Fax reports to physicians; keep a log of incoming reports Verify Insurance and track insurance-covered visits; take copayments Check mail; keep track of Explanation of Benefits sent from mail and fax to billing company Communicate with the office manager and clinicians about scheduling/patient arrival Required Skills High school diploma or equivalent Valid driver's license and reliable transportation Great communicator and multitasker, detail-oriented Positive attitude, good work ethic, integrity and empathetic toward people that are in pain H.S. graduate or GED certificate Up-to-date DL and a dependable vehicle Excellent at handling details, communicating and multitasking Great demeanor, strong integrity and compassion
    $23k-31k yearly est. 6d ago
  • Small Business Banker- Charleston, SC

    South State Bank

    Finance service representative job in Charleston, SC

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers. ESSENTIAL FUNCTIONS * Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships. * Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling. * Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business * Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000. * Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers. * Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request. * Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required. * Advises customers, where possible, concerning business management and financial matters. * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. * Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible. * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations. * Continuously updates skills by participating in professional training. * Seeks opportunities to improve skills through training offered by the Bank. * Performs other specifically assigned duties as directed by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. * Must be able to work at a faster than average pace and able to multi-task. * Must be a self-starter and able to work independently. * Must be able to make sound decisions, can recognize potential problems and take corrective action. * Must be able to maintain confidentiality of customer and employee information. * Must be well-organized, accurate, and attentive to detail. Qualifications, Education, and Certification Requirements * Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field. * Experience: 5+ years of banking and lending experience required * Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility. TRAVEL Yes. Must be willing to travel for meetings and classes. Equal Opportunity Employer, including disabled/veterans.
    $44k-80k yearly est. 48d ago
  • Customer Service Representative

    Quipt Home Medical, Corp

    Finance service representative job in Beaufort, SC

    Requirements Qualifications High School Diploma or equivalent Previous experience in a Clerical or Customer Service environment Knowledge of Microsoft Office (Word, Excel) etc. Proficient general office skills (typing, computer, fax, filing, multiple phone line) Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred Continuing Education As designated by management to include company in services and off-site training programs as appropriate to industry and position. FLSA Status Non-Exempt Licenses, etc. None
    $24k-32k yearly est. 41d ago
  • Wealth Management Private Banker

    United Community Bank 4.5company rating

    Finance service representative job in Charleston, SC

    Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations. What You'll Do Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice. Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs. Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets. Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions. Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners. Community Engagement: Actively participate in community events to enhance visibility and attract new prospects. Compliance: Ensure adherence to all compliance training and regulatory requirements. Requirements For Success 5+ years in private banking and/or wealth management. Strong understanding of wealth management and planning concepts. Expertise in consumer and commercial credit structuring and lending practices. Proven track record in business development and client acquisition. Bachelor's Degree. Preferred Professional Designations: CFP, CFA, CPA, and/or JD. Life and Health Insurance. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $84,136.00 - USD $139,486.00 /Yr.
    $29k-40k yearly est. Auto-Apply 10d ago
  • Banking Specialist (Entry Level)

    IFAS LLC

    Finance service representative job in Charleston, SC

    Job Description The US Department of State (DoS), Bureau of the Comptroller and Global Financial Services (CGFS), Global Disbursing Operations is composed of teams in Bangkok, Charleston, and Paris. Disbursing Operations supports its global customers through services: Processing electronic funds transfers (EFT's), check payments and collections, purchasing foreign currency, banking, maintaining local currency and U.S. dollar bank accounts, monitoring cashier operations worldwide, and reconciliation with the U.S. Treasury Department. Minimum Requirements · Possess an Associate's Degree and a minimum of five (5) years' professional experience in a banking and financial management field or equivalent level of education and experience. · Experience may be substituted for education or degree type. · Must be competent with Microsoft Office products (Excel, Macros, Word, PowerPoint) Preferred Skills, but not Required Familiarity with DoS or government systems Our most Successful Employees in this Position Demonstrate: Strong oral and written communication skills Analytical problem solving Strong attention to detail and financial acumen Ability to work independently, but not afraid to ask questions or for assistance Values coaching and mentoring Adaptable / flexible Strong time management skills and organizational skills Ability to build a team and foster a culture of teamwork Vouchering and Reconciliation Job Responsibilities · Create and maintain appropriate journals or subsidiary ledgers to support Regional Financial Management Systems - Disbursing (RFMS/D) transactions. · Balance and reconcile United States Disbursing Officer (USDO) US Dollar and Local Currency Accounts. · Review invoices, journal vouchers and statements, validate information and resolve issues with submitting office. · Process and verify multiple transaction types in RFMS/D. · Enter adjustments pertaining to information in RFMS/D. · Reconcile automated records and USD or Local Currency bank statements to validate transactions and identify discrepancies. · Research identified discrepancies and provide actions to ensure account balance reconciliation. · Analyze and reconcile Treasury Reports to DoS financial systems' reports and Treasury Statement of Differences. · Analyze and validate USD checks received, prepare daily bank deposit, and scan checks through over -the counter Net (OTC.net) system if required. · Resolve problems in recurring assignments in accordance with training and experience. · Provide support via e-mail or telephone to appropriate personnel at CGFS Charleton, U.S. Embassies, Treasury, Federal Reserve, Consular Affairs, and other government agencies. · Provide suggestions for handling unusual or non-recurring transactions. · Perform other duties within the Office of Global Disbursing Operations as assigned. Security Clearance Requirement All contractors supporting this Department must be able to either possess or obtain a background check and clearance of “Moderate Risk/Public Trust (MRPT)” including up to “Secret.”
    $30k-48k yearly est. 21d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in North Charleston, SC?

The average finance service representative in North Charleston, SC earns between $19,000 and $45,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in North Charleston, SC

$29,000

What are the biggest employers of Finance Service Representatives in North Charleston, SC?

The biggest employers of Finance Service Representatives in North Charleston, SC are:
  1. South Carolina Federal Credit Union
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