Wealth Banking Center Associate
Finance service representative job in Charlotte, NC
The Wealth Banking Center Associate is an extension of the client's in-market team committed to providing a differentiated servicing and problem resolution experience to assigned Wealth clients via virtual delivery, i.e. telephone, email, chat, etc. Work in a complex, team-oriented and fast paced environment acting as liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to client's high net-worth clients.
Key Responsibilities:
* Primary service and problem resolution support for the client's Wealth clients and advisors via phone and electronic service requests.
* Gain proficient understanding of all banking products, processes, and programs staying well informed of any changes.
* Ability to find specialized solutions for clients that have more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.
* Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.
* Execute day to day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy meeting specified service level agreements, i.e. transfers, overdrafts, etc.
* Facilitate wire agreements and time sensitive wire requests for Wealth clients which requires the ability to execute a complex process with high attention to detail.
* Enter and maintain accurate, detailed documentation for each client interaction including final resolution within CRM/SalesForce.com.
* Uphold required performance standards (e.g. quality, productivity, behaviors).
* Assist the client's Wealth division in reaching target Voice of Client (VOC) scores
Schedule:
* Work a flexible schedule as needed by the business, Monday-Friday (8 AM to 8 PM) and (Rotate) Saturday (8 AM to 5 PM).
* In Office Location- Charlotte, NC
Qualification
Basic Qualifications:
* Minimum of 1 year in banking, investment, or financial planning
Preferred Qualifications:
* Associate's degree in business, accounting, finance, banking or equivalent education and related training
* Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
* Excellent verbal and written communication skills
* Organized and responsive with the ability to handle multiple tasks simultaneously
* Empowered self-starter that takes ownership of their learning and has the ability to retain the information
* Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
* Operates effectively in a team environment
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Hourly Salary Range
California $19.71 to $48.22
Cleveland $18.27 to $38.56
Colorado $19.71 to $41.63
District of Columbia $21.01 to $44.33
Illinois $18.27 to $41.63
Maryland $19.71 to $41.63
Massachusetts $19.71 to $44.33
Minnesota $19.71 to $41.63
New York/New Jersey $18.27 to $48.22
Washington $21.01 to $44.33
Locations
Part Time (30 Hours) Associate Banker Rock Hill Branch, Rock Hill, SC Bilingual Spanish Required
Finance service representative job in Rock Hill, SC
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyCommercial Banking Associate
Finance service representative job in Charlotte, NC
The Commercial Banking Associate supports Regional/Market Presidents, Commercial Relationship Managers, and commercial customers and prospects with all functions related to commercial loans, deposit services, online banking, and treasury management services to leverage Relationship Managers' (RM) abilities to develop and retain profitable customer relationships. This position encompasses coordination for deposit account opening and construction loan administration and will maintain and manage the Commercial Loan Process system for RMs they support.
Key Responsibilities / Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Create and/or maintain electronic commercial relationship customer files
Initiate and/or manage commercial relationship files in the Commercial Loan Process system (CLP) for prospects and applications, to ensure efficient movement through underwriting process
Prepare and/or execute account maintenance changes to commercial relationship files including loans and deposit accounts. Coordinate deposit account opening, maintenance, online banking, and Treasury Management referrals by partnering with appropriate Treasury Management team members
Collect and review all components of a loan file to verify accuracy including but not limited to CIP Borrower and Guarantors, Beneficial Ownership forms, OFAC searches, insurance policies, UCC lien searches, proper approval authority, and environmental collateral screens.
Deepen the commercial relationship by identifying potential personal/consumer bank needs, including consumer and mortgage loans, IRAs, and certificates of deposit and referring to the appropriate team member
Collaborate with Treasury Management on successful implementations and provide ongoing maintenance for customers.
Assist Relationship Manager with the completion of the credit approval package and the appropriate components and actively review term sheets, commitment letters, and credit memos for content and accuracy.
Support Commercial Relationship Managers with day-to-day portfolio management by clearing documentation exceptions, collecting financial requirements, and reviewing internal tracking reports
Maintain confidentiality and security of sensitive information
Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
Complete all mandatory annual compliance training.
Follow all regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
Perform other duties and special projects as assigned.
Job Requirements:
Education:
High school diploma or equivalent.
Required:
0 to 2 years of commercial or business banking experience.
Knowledge of bank products and services ideally in commercial lending
Understanding of regulations and timing requirements for the Home Mortgage Disclosure Act, Flood Disaster Protection Act, ECOA, Appraisal Delivery, and Beneficial Ownership.
Ability to process work accurately and effectively, to multitask in a high-paced working environment, and to handle confidential information in a professional manner.
Manage prioritization of workflow for maximum efficiency (especially when supporting multiple RMs).
Above average computer skills (Word, Excel, PowerPoint, Outlook), and proficient math and organizational skills.
Ability to communicate in a positive and effective manner in one-on-one and small group meetings, and the ability to discuss commercial loan and deposit procedures with customers.
Effective team member with demonstrated collaboration skills.
Ability to think and act independently within the guidelines and limitations of bank policy and assigned personal authority.
Preferred:
Bachelor's degree in related business field.
Familiarity with LaserPro Loan Documents.
Previous experience in one or more of the following areas is: administrative, bookkeeping, teller, paralegal, and loan servicing.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
The employee will frequently communicate and must be able to exchange accurate information with others.
The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Commercial Banking Associate
Finance service representative job in Charlotte, NC
The Commercial Banking Associate supports Regional/Market Presidents, Commercial Relationship Managers, and commercial customers and prospects with all functions related to commercial loans, deposit services, online banking, and treasury management services to leverage Relationship Managers' (RM) abilities to develop and retain profitable customer relationships. This position encompasses coordination for deposit account opening and construction loan administration and will maintain and manage the Commercial Loan Process system for RMs they support.
Key Responsibilities / Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Create and/or maintain electronic commercial relationship customer files
* Initiate and/or manage commercial relationship files in the Commercial Loan Process system (CLP) for prospects and applications, to ensure efficient movement through underwriting process
* Prepare and/or execute account maintenance changes to commercial relationship files including loans and deposit accounts. Coordinate deposit account opening, maintenance, online banking, and Treasury Management referrals by partnering with appropriate Treasury Management team members
* Collect and review all components of a loan file to verify accuracy including but not limited to CIP Borrower and Guarantors, Beneficial Ownership forms, OFAC searches, insurance policies, UCC lien searches, proper approval authority, and environmental collateral screens.
* Deepen the commercial relationship by identifying potential personal/consumer bank needs, including consumer and mortgage loans, IRAs, and certificates of deposit and referring to the appropriate team member
* Collaborate with Treasury Management on successful implementations and provide ongoing maintenance for customers.
* Assist Relationship Manager with the completion of the credit approval package and the appropriate components and actively review term sheets, commitment letters, and credit memos for content and accuracy.
* Support Commercial Relationship Managers with day-to-day portfolio management by clearing documentation exceptions, collecting financial requirements, and reviewing internal tracking reports
* Maintain confidentiality and security of sensitive information
* Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
* Complete all mandatory annual compliance training.
* Follow all regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
* Perform other duties and special projects as assigned.
Job Requirements:
Education:
* High school diploma or equivalent.
Required:
* 0 to 2 years of commercial or business banking experience.
* Knowledge of bank products and services ideally in commercial lending
* Understanding of regulations and timing requirements for the Home Mortgage Disclosure Act, Flood Disaster Protection Act, ECOA, Appraisal Delivery, and Beneficial Ownership.
* Ability to process work accurately and effectively, to multitask in a high-paced working environment, and to handle confidential information in a professional manner.
* Manage prioritization of workflow for maximum efficiency (especially when supporting multiple RMs).
* Above average computer skills (Word, Excel, PowerPoint, Outlook), and proficient math and organizational skills.
* Ability to communicate in a positive and effective manner in one-on-one and small group meetings, and the ability to discuss commercial loan and deposit procedures with customers.
* Effective team member with demonstrated collaboration skills.
* Ability to think and act independently within the guidelines and limitations of bank policy and assigned personal authority.
Preferred:
* Bachelor's degree in related business field.
* Familiarity with LaserPro Loan Documents.
* Previous experience in one or more of the following areas is: administrative, bookkeeping, teller, paralegal, and loan servicing.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
* This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
* Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
* Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
* The employee will frequently communicate and must be able to exchange accurate information with others.
* The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Auto Customer Service Reps
Finance service representative job in Gastonia, NC
2339 East Franklin Blvd., Gastonia, NC 28054
Automotive Service Technician / Mechanic$25 - $55 Per Hour Dependent on ExperienceBig Sign-On BonusRelocation AssistanceLine Tech Production Bonuses Paid Twice a Year. Yes, Twice, not Once!Immediate PTO on Day 1, and 13 Days When the New Year Rolls Around!At least 2 years Experience Required
CDJR Experience is a PLUS!
NO Saturdays or Sundays!
Air-Conditioned Shop
Award-Winning Customer Service Team and Parts Department!
Gastonia Chrysler Dodge Jeep Ram is proud to be to be part of the Parks Automotive Group. When you join Parks Automotive, you are joining a dealership that is currently in high growth and expansion mode.
We are seeking experienced Service Technicians / Mechanics to support our growing service departments. If you are seeking a new place to call home, North Carolina is your place!!! We pay Top Dollar for Technicians with a good track record! Please apply now for a Confidential interview!
Gastonia Chrysler Dodge Jeep RAM is proud of the expert, friendly, and knowledgeable staff we have, and we want you to join our team! We are proud to be the recipient of FCAs Customer First Award for Excellence for four consecutive years: 2018 - 2021.
We offer:
$25 - $55 per hour dependent on experience
Big Sign-On Bonus
Relocation Assistance
Bi-Annual Production Bonuses!
Outstanding PTO!
Medical, Dental and Vision insurance after 60 days
Short- and Long-Term Disability after 60 days
NO Saturdays or Sundays!
Company-provided training and education.
A friendly, professional work environment
No weekends!
Opportunities for career advancement
Essential Duties and Responsibilities include:
Examines customer vehicles.
Identifies necessary vehicle repairs and maintenance.
Maintains CEI at or above company standards.
Estimates cost of repairs.
Performs vehicle repairs and maintenance.
Documents services performed.
Performs services efficiently and according to dealership guidelines.
Follows dealership and manufacturer service guidelines.
Requests necessary parts.
Follows Safeguards rules and regulations.
Provides professional level customer service to both external and internal customers that meets or exceeds dealership and manufacturer standards of excellence.
Consistently maintains our state-of-the-art shops and our dealership properly in a very neat, clean, and safe manner.
Attains highest levels of manufacturer, FCA certifications and performance-based requirements.
Requirements Service Technician:
At least 2 years experience required.
CDJR certification is a plus!
Transmission, heavy-line, and engine drivability experience Pays top dollar.
A high level of motivation and demonstrated ability to learn and succeed.
Ability to read and comprehend instructions and information.
Proven knowledge of vehicle mechanical operations.
Professional appearance.
High school diploma or equivalent required.
Excellent communication skills.
Valid in-state drivers license with good driving record.
Upload resume and complete online assessment for immediate consideration.
Must be authorized to work in the U.S. without sponsorship and be a current resident.
Must pass pre-employment testing to include background checks, MVR, and drug screen.
We are an Equal Opportunity Employer.
All qualified applicants considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
Holistic Financial Representative
Finance service representative job in Charlotte, NC
Job Description
Do you have an entrepreneurial spirit?
At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other.
We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence.
We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself.
We are looking for someone who has:
The mindset of a capitalist and the heart of an altruist,
High energy level and strong work ethic,
Strong sense of mission and passion,
High self-confidence and an optimistic approach,
Integrity and trustworthiness,
Resilience and humility, and
Total commitment in everything you do,
Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts.
Qualifications
Bachelor's Degree a must, sales experience and/or financial internships a plus.
An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth.
You are personable and caring, with a natural ability to connect and communicate with others.
Enthusiastic, high energy, and positive attitude.
Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
Must have excellent communication and interpersonal skills.
Quick learner who is comfortable in a fast-paced, dynamic environment.
What we offer:
Flexible Work Environment
Comprehensive Training Provided
Mentorship Opportunities from Financial Professionals
Performance-Based Incentive Trips
Tuition Reimbursement
Basic Subsidy Allowance (requires qualification)
Advisor Financing Plan (requires qualification)
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
Powered by JazzHR
CXshQlohEM
Bilingual Preferred Banking Associate (20) Beatties Ford
Finance service representative job in Charlotte, NC
Charlotte, North Carolina, United States of America **Hours:** 20 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Financial Services Representative
Finance service representative job in Charlotte, NC
Job DescriptionBenefits:
Bonus based on performance
Stock options plan
Training & development
About Us Were a rapidly growing life insurance agency dedicated to helping families secure their financial futures. Our team operates 100% virtually, providing personalized insurance solutions with integrity, compassion, and professionalism. Were expanding nationwide and seeking driven individuals who want more than just a sales job we offer a clear path into leadership and management for those ready to take their careers to the next level.
What Youll Do
Connect with warm leads (no cold calling) via phone, Zoom, or other virtual platforms
Educate clients on life insurance options tailored to their goals and needs
Assist clients with the application and underwriting process
Maintain regular follow-ups and build long-term relationships
Work closely with mentors and managers to develop advanced sales and leadership skills
Build and manage your own sales team as you grow within the organization
What We Offer
Fully remote and flexible schedule work from anywhere with Wi-Fi
Leads provided no need to hunt or cold call
Comprehensive training program learn sales, licensing, and leadership skills
Performance-based promotions leadership opportunities for top performers
High-commission structure + residual income potential
Supportive team environment with mentorship and collaboration
What Were Looking For
Strong communication and interpersonal skills
Entrepreneurial mindset with a drive for personal growth
Self-disciplined, coachable, and goal-oriented
Comfortable using Zoom and other virtual communication tools
Must be able to obtain (or already hold) a state life insurance license
Previous sales experience is a plus, but not required we provide full training
Career Path
This role begins with virtual sales training and client interaction. Top performers are eligible for advancement into Agency Management, where youll lead, mentor, and develop your own team while earning overrides and bonuses on your teams production.
Patient Financial Services Representative
Finance service representative job in Charlotte, NC
Job DescriptionDescription:
SUMMARY: The Patient Financial Services Representative is responsible for the review of the patient financial information and the communication with the patient, and/or responsible party, of any third-party reimbursement coverage and/or the portion due from the patient for healthcare services. The Patient Financial Services Representative will complete a social and financial assessment and appropriately refer patients who have no insurance coverage or qualify for financial assistance to a medical eligibility agency for potential assistance through Federal, State, or local healthcare programs. The Patient Financial Services Representative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient Financial Services Representative reports directly to the Patient Financial Services Supervisor.
Essential Duties and Responsibilities
Duties include but are not limited to:
Reviews accounts to determine insurance coverage.
Fields incoming calls and addresses all finance/billing related inquiries.
Interviews the patient and/or responsible party to obtain any missing insurance information.
Evaluate the need for financial assistance and discuss the patient's financial responsibility.
Responsible for the entry or update of insurance information on the patient's account and assists in maintaining the insurance database.
Refers account for insurance verification and benefit coverage to the Insurance Verification staff in a timely manner.
Identifies patient with no third-party reimbursement and/or with financial assistance needs and communicates with the patient regarding potential sources for financial assistance.
Makes timely referral to the medical eligibility agency to explore all available assistance and help in qualifying and filing for the eligible programs.
Based upon the evaluation of ability to pay, collects from the patient or responsible party the patient portion, or establishes payment arrangements within the hospital guidelines.
Properly documents all pertinent financial information and efforts in the account comments.
Uses best judgment to resolve patient problems or refer issues to department supervisor.
Remains current on knowledge of Medicare, Medicaid, Managed Care Contracts, and compliance regulations, as well as system and department processes. Complies with and supports department and organization policies and procedures.
Responsible for the collection of payments or setting up payment plans prior to services being rendered, at time of admission, or during the discharge process.
Seeks out relevant training or cross training from supervisor. Seeks out guidance from supervisor and teammates when uncertain of procedure. Solicits feedback from the supervisor to assess the quality and effectiveness of work. Participates in the dialogue process with supervisor regarding quality improvement. Demonstrates a personal commitment to continuous quality improvement through active participation.
Other duties as assigned by Supervisor.
Minimum Qualifications
To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education: High School Diploma required. An associate degree preferred.
Experience: Minimum of one (1) to three (3) years of experience working with patient accounting, insurance verification and precertification, financial counseling, and medical terminology is required. Previous experience in customer service, managing inbound calls, and patient collections within a healthcare setting is preferred.
Language Skills: Demonstrated ability to exercise professional oral and written communication skills with all internal and external audiences.
Computer Skills: Experience with medical billing software systems is required. Strong Microsoft Excel skills are required. Proficiency in Microsoft Outlook, Word, and PowerPoint is also required.
Reasoning Ability: Ability to organize and manage personal workload and the workload of assigned direct reports and associated teams. Ability to achieve and maintain strong working knowledge of anesthesia billing operation practices. Ability to analyze and assess the production effort of operations teams. Ability to work within an ambiguous, fast-moving environment, while driving toward clarity and solutions. Ability to make consider possible solutions and make decisions quickly. Ability to develop and execute corrective action plans.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hybrid based position, requiring two to three days of being in the office, with standard working hours. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally be able to work in a standing position for long periods of time and up to the entire shift. Travel is primarily local during the day, although some out-of-area and overnight travel for conferences may be required.
Requirements:
About Providence Anesthesiology Associates Headquartered in Charlotte, North Carolina, Providence Anesthesiology Associates (PAA) is an independent physician owned practice compromised of over 150 anesthesiologists. Founded in 1991, PAA provides anesthesia and perioperative care at numerous healthcare facilities throughout North and South Carolina, serving more than 246,000 patients annually.
Why work for PAA?
PAA continues to experience impressive growth and success. Our anesthesiologists are among the most elite in their field.
Our physicians are committed to providing the best culture and experience to their employees. Awarded one of the Top Workplaces in 2021 - 2023, PAA's core values include commitment, accountability, performance, integrity, transparency, adaptability, and leadership. We do what's right and don't compromise.
What's in it for you?
Strong workplace culture. We care about each other as people. We build relationships and connections beyond the time spent on the job. We offer a supportive, highly team-oriented work environment.
We provide competitive total rewards including salary, benefits - Day 1, retirement, profit sharing, life insurance, paid time off, holidays, education reimbursement, employee recognition for birthdays and anniversaries, fun team building events, and more.
We want you to succeed and our employer to employee relationship is proven to help you reach your goals and the goals of PAA.
What else should you know?
Providence Anesthesiology Associates is an equal opportunity employer and does not tolerate discrimination based on any protected status.
PAA participates in E-Verify. E-Verify is an internet-based system that compares the information you provide on the Form I-9 with information from the Social Security Administration and Department of Homeland Security records.
Financial Services Representative- E Morehead (Part-Time)
Finance service representative job in Charlotte, NC
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Intermediate customer service skills
Intermediate verbal, written, and listening skills
Basic problem solving skills
Intermediate collaboration skills
Basic understanding of banking products and services
Intermediate adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Basic critical thinking skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Bilingual Preferred Banking Associate (20) Beatties Ford
Finance service representative job in Charlotte, NC
Hours:
20
Pay Details:
$22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyPart Time (30 Hour) - Associate Banker-ME - (New Build) Farmington Ridge Pkwy - Canarrus, NC
Finance service representative job in Charlotte, NC
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
New Hire
Finance service representative job in Charlotte, NC
**The Company You Will Join:** International Paper (NYSE: IP) is a leading global supplier of renewable fiber-based products. We produce corrugated packaging products that protect and promote goods, and enable worldwide commerce, and pulp for diapers, tissue and other personal care products that promote health and wellness. Headquartered in Memphis, Tenn., we employ approximately 38,000 colleagues globally. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2021 were $19.4 billion. In Russia, we have a 50/50 joint venture, Ilim Group, the country's largest integrated manufacturer of pulp and paper. Additional information can be found by visiting InternationalPaper.com
**Position Title** **:**
New Hire
**Pay Rate** :
$22.42/hr
**Category/Shift** :
Hourly Full-Time 2nd or 3rd with some Saturdays
**The Job You Will Perform:**
+ Set up the machine according to machine specific procedures.
+ Make necessary adjustments during set up and run to ensure quality work
+ Successful candidates will be required to learn the duties of assistant and/or machine operator and be prepared to promote to the next position level when a vacancy becomes available
+ Monitor quality throughout the production run
+ Complete the box Quality check required on each order
+ Follow all Lock out and Try procedures
+ Enter production data into computer
+ Keep machine from jam ups
+ Counting and stacking finished product
+ Report significant and major mechanical failure to department supervisor immediately.
+ Work at a fast pace. Machinery can run up to speeds of 360 pieces per minute
+ Work in close proximity to electrical, hydraulic and mechanical energy sources.
+ Ensure correct unit configuration per customer requirements.
+ Clean up housekeeping procedures such as blowing down the machine, wiping off shafts, cleaning ink systems, vacuuming and sweeping the machine area, and picking up and shredding miscellaneous scrap.
+ Work overtime and weekends as required
+ Interpret documents such as safety rules, operating and procedure manuals, etc.
+ Read a tape measure up to 1/16
+ High school diploma or state registered GED preferred
**The Skills You Will Bring:**
+ Counting and stacking finished product
+ Reading factory orders
+ Attention to detail and quality
**The Benefits You Will Enjoy:**
+ Paid time off including Vacation and Holidays
+ Retirement, pension, and 401k Matching Program
+ Medical, Dental & Vision
+ Life & Disability Insurance
**The Career You Will Build:**
+ Leadership training
+ Promotional opportunities
**The Impact You Will Make:**
We continue to build a better future for people, the plant, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 120 years. Join our team and you'll see why our team members say they're **Proud to be IP**
International Paper is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law
Share this job:
Location:
Charlotte, NC, US, 28208
Category: Hourly Job
Date: Nov 25, 2025
If you are not finding suitable opportunities, please click below to join our talent community!
Financial Services Representative (Temporary)
Finance service representative job in York, 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: $17
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.
Auto-ApplySecurity & Emergency Services Officer II (Flex - EMR/EMT)
Finance service representative job in Matthews, NC
Join our team as a Flex Security and Emergency Services Officer II (EMR/EMT) at our gated retirement community. In this role, you will be responsible for implementing our Security and Emergency Services programs and providing outreach within the community.
This position is designated as a Flex Security & Emergency Services Officer.
Flex employees are expected to:
Have broad schedule availability to cover a variety of shifts (days, evenings, overnights, weekends, and holidays).
Be available for at least several shifts per week; applicants with limited availability (only one or two shifts a week, or no weekends/holidays) will not be considered.
Attend and complete department onboarding/training, which takes place Monday-Friday, 9:00 AM-5:00 PM for up to two weeks. Training cannot be conducted on weekends or overnights.
Maintain reliable attendance and flexibility to support staffing needs across the department.
What we offer
Compensation: starting at $17.00 per hour (based on experience)
A culture of diversity, inclusion, equity and belonging, which builds on our mission, vision and values
Medical, dental and vision packages, including an annual reimbursement for qualified wellness expenses, personal health coaching and telemedicine options
PTO Plans, PLUS company paid volunteer hours for eligible team members, in accordance with applicable state law
401k for all team members 18 and over with a company 3% match
Onsite medical centers, providing wellness visits and sick care for all team members over 18 years of age
30% discount on food and drinks at on-site dining venues, plus additional healthy choice meal options at discounted prices
Growth Opportunities - grow with the company as we open new communities and expand on our existing ones!
How you will make an impact
Perform regular patrols of the property, provide relief staffing for the gatehouse, and respond to emergency and routine calls for service
Enforce all traffic and parking regulations
Respond to calls for service from dispatch and security
Respond to medical emergencies and provide efficient care utilizing all basic interventions
Follow up on reports of missing items, theft, vandalism, and other potential criminal activity
Utilize local police, fire, and EMS; effectively during emergencies.
Complete thorough and detailed incident reports using our online report system
What you will need
Must be at least 18 years old
Possess and maintain a valid driver's license
Prior experience in Security and/or Emergency Medical Services is preferred
Proactive, vigilant and detail-oriented approaches with a strong commitment to quality, efficiency and effectiveness
Current CPR for Healthcare Providers certification
Current Emergency Medical Responder certification. (Higher level certification/licensure is acceptable as a condition of hire, however, new hires will be required to obtain EMR certification within 30 days).
Please note that specific state regulations and requirements may be applicable. These regulations take precedence over the requirements outlined in the job description.
Windsor Run is a beautiful 60-acre continuing care retirement community in the town of Matthews in Mecklenburg County, North Carolina. We're part of a growing national network of communities managed by Erickson Senior Living, one of the country's largest and most respected providers of senior living and health care. Windsor Run helps people live better lives by fulfilling our promises of a vibrant lifestyle, financial stability, and focused health and well-being services for those who live and work with us. As part of our team, you'll enjoy flexibility and work-life balance to meet your personal and professional goals, and we are committed to providing you with opportunities to learn and grow.
Erickson Senior Living, its affiliates, and managed communities are Equal Opportunity Employers and are committed to providing a workplace free of unlawful discrimination and harassment on the basis of race, color, religion, sex, age, national origin, marital status, veteran status, mental or physical disability, sexual orientation, gender identity or expression, genetic information or any other category protected by federal, state or local law.
Auto-ApplyBusiness Banker - Charlotte
Finance service representative job in Monroe, NC
Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Join our team. Make a difference - for us and for your future. n Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives.
Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives.
Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank.
Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay.
Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business.
Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance.
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 Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking.
General knowledge of lending laws and regulations.
Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
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-ApplyBanker Associate - Middle Market Banking - Associate
Finance service representative job in Charlotte, NC
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyBilingual Preferred Banking Associate (20) Beatties Ford
Finance service representative job in Charlotte, NC
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyUniversal Banking Associate
Finance service representative job in Cornelius, NC
The Universal Banking Associate is responsible for providing elite customer service through the efficient management of customer interactions and will provide solutions based on the customer's needs. The Universal Banking Associate handles transaction processing to establishing new customer relationships and enhances existing relationships through in-business center interactions as well as phone conversations.
Key Responsibilities / Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Attract and retain customer relationships by delivering elite customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships.
* Serve as primary customer contact for transaction processing, new account opening and account maintenance requests.
* Participate in outbound client phone calls to support business center development.
* Handle transactions on the teller line and move to a lobby workstation for customer conversations and new account opening, creating a central location for the customer's financial needs.
* Receive checks and cash for deposits to accounts, verify amounts, examine checks for proper endorsement, enter deposits into computer records, and places holds on accounts for uncollected funds.
* Cash checks and process withdrawals, pay out money after verification of signatures and customer balances.
* Receive and process mortgage, consumer loan, and other payments, and ensure the payments match balances due.
* Responsible for checking night depository bags and recording proper information on the financial institution's forms.
* Keep all cash and negotiable items secure at all times, balance cash drawer at the end of the shift and compare total amounts to computer generated proof sheet, reporting any discrepancies to the supervisor.
* Perform as the vault custodian maintaining control and balance of the vault.
* Provide a complete range of customer services including wire transfers, explain bank products and service features and benefits, gather customer information to set up new consumer and business accounts, and process updates or provide maintenance on existing accounts.
* Serve as an IRA specialist for opening new IRAs, processing contributions and distributions.
* Participate in retail and business sales, service and product training meetings, team huddles, and other meetings as scheduled, and assist and facilitate business center adherence to operations and audits.
* Directly promote and offer solutions for all retail and business bank products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and consumer loans, including HELOC and business loans.
* Promote and introduce other financial institution products and services to customers and make appropriate referrals, including mortgage referrals, investment services, and treasury management services, and business banking
* Provide micro-lending services to clients and make appropriate referrals to Business Center Manager or Business Banker.
* Maintain confidentiality and security of sensitive information.
* Adhere to all corporate policies and procedures, Federal and State regulations and laws.
* Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
* Complete all mandatory annual compliance training.
* Perform other duties and special projects as assigned.
Job Requirements
Education:
* High school diploma or equivalent required.
Required:
* 5+ years of public contact or sales experience.
* Experience in SSA position or equivalent at another financial institution.
* Above average PC and technology skills, and ability to use applicable software and operation branch automation systems.
* Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act.
* Thorough knowledge of the Teller system and all applicable system applications, basic and complex consumer account opening and maintenance activities, all transaction processing functions performed at teller window, and processing wire transfers.
* Sales/Service skills - knowledge of bank products and services, sufficient to identify and fill customer and prospect needs, conduct sales/service dialogue with customers and prospects both in-person and by phone, and/or refer quality business.
* Stay abreast of all changes in policies and procedures related to retail and consumer lending products.
* Excellent verbal and written communications skills, ability to resolve customer concerns/issues in a positive manner, and high attention to detail.
* Successful completion of in-house training programs or other approved or assigned training programs for new accounts function within one year of accepting position.
* Actively learns, demonstrates, and fosters the HomeTrust corporate culture in all actions and words.
* Takes personal initiative and is a positive example for others to emulate.
* Team and goal-oriented style - works cooperatively to attain branch and individual sales and service goals within bank standards and guidelines.
* Ability/desire to gain credibility as a knowledgeable financial problem solver.
* Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance.
* Ability to work with limited or no direct supervision.
* Must be organized and possess an aptitude for basic math.
* Ability to think and act independently within guidelines and limitations of bank policy and assigned personal authority.
* Proficient in Microsoft Office products.
Preferred:
* Associate/bachelor's degree in relevant field.
About HomeTrust Bank
HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at ************ Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment, Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
* This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
* Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
* Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
* The employee will frequently communicate and must be able to exchange accurate information with others.
* The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
Part Time (30 Hour) Associate Banker-ME - (New Build) Southend - Charlotte, NC
Finance service representative job in Charlotte, NC
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-Apply