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Park Services Associate
Carowinds 4.2
Finance service representative job in Marvin, NC
$12.50 / hour
The Carowinds Park Services team is full of hardworking people who are focused on ensuring each Guests experiences a clean park. This perfect for someone who likes to see the immediate results of their work and is always ready to move on to the next project. We are looking for people who are task oriented and work independently. As part of the team, you will walk the midways while answering Guest questions and pointing them in the direction of their next adventure.
Empty, dispose of trash and maintain clean trash containers in assigned areas.
Clean restroom toilets, sinks, counter tops, mirrors, floors, walls, fixtures and restock nescessary supplies.
Sweeps and cleans grounds and restroom areas throughout designated areas of the Park.
Some of our amazing perks and benefits:
FREE admission to Carowinds and other parks!
FREE tickets for friends and family!
10% discounts on food and 20% discounts on merchandise!
Work with people from here, near, and from all over the world!
Exclusive associate-only events!
Benefits for part-time, year-round positions include paid time off!
Apply now if you're looking for a rewarding job that's also FUN! Our jobs can lead to a successful future by developing resume-building skills as well as gaining knowledge through training and work experience.
Positions are currently available for those who are 16 or older.
Responsibilities:
We are here to make people happy!! Carowinds associates are enthusiastic about their work because they create fun and memories to last lifetime! They are crucial to providing guests with a variety of engaging activities that reflect and uphold our core values of Integrity, Courtesy, and Inclusiveness.
Qualifications:
You!
People who love helping others and will support the needs of our guests and associates.
Good judgement and a commitment to safety.
Ability to work and interact with people from diverse backgrounds.
Individuals with a passion and excitement about Carowinds.
Availability to include some weekdays, weekends, evenings, and holidays.
$12.5 hourly Auto-Apply 2d ago
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Customer Service Representative
Find Great People | FGP 4.0
Finance service representative job in Camden, SC
Our client, a rapidly growing company in the telecommunications industry, is hiring an Customer Service/Inside Sales Rep for their Camden, SC office.
The ideally candidate will have experience in a high volume call setting with a driven, ambitious mindset and strong work ethic! This is an On-site Direct Hire position.
Responsibilities:
Solicit and sell new or upgrade services to both new and existing customers
Manage sales leads by tracking and following up close new sales and customer upgrades
Work with sales and operations team members to generate sales leads
Review existing customer accounts to identify and close new sales and service upgrades opportunities that are mutually beneficial
Process orders for service installation, activation, or change in service
Take ownership of customer complaints concerning billing or services rendered
Perform other work-related duties as assigned
Qualifications:
High school diploma
1 year of experience in a high volume call setting
Industry experience and sales experience are preferred
Computer literary using multiple systems and monitors
Must have a drive, upbeat attitude and be self-motivated
Good time management and work ethic is essential
Schedule:
Monday through Friday, 8am to 5pm
One Saturday every 2 months remotely
Compensation:
$18-20/hour plus commissions averaging $1,000-2,000 per month
Health, dental, and vision benefits
PTO
401k plan
$18-20 hourly 4d ago
Client Service Representative
Howden 4.0
Finance service representative job in Charlotte, NC
Why Join Howden US?
At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.
We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future.
Why Howden?
You'll Own It
With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own.
You'll Be Empowered
We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise.
You'll Be Part of Something Bigger
Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable
We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.
What is the role?
The Client ServiceRepresentative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests.
You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client ServiceRepresentative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence.
What will you be doing?
Client Onboarding & Data Management
Collect and organize client data to support onboarding, renewals, and program changes.
Maintain accurate records in internal systems, ensuring data integrity and audit readiness.
Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience.
Placement & Renewal Support
Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities.
Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details.
Track key renewal milestones and ensure timely completion of all deliverables.
Proposal & Binding
Develop draft client proposals, including financing options, coverage summaries, and supporting documentation.
Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems.
Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients.
Billing & Accounting Coordination
Partner with accounting teams to manage invoices, allocations, and fee agreements.
Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings.
Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders.
Policy Issuance & Documentation
Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time.
Review endorsements, renewals, and policy documents for completeness and accuracy.
Maintain organized documentation in line with audit, compliance, and data standards.
Ongoing Client Service
Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients.
Conduct audit checks and assist with ad hoc client reporting or analysis as requested.
Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication.
Key Skills & Competencies
Client Focus: Committed to delivering timely, accurate, and high-quality service.
Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail.
Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams.
Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically.
Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools.
Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative.
Qualifications
Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience.
2+ years of experience in insurance operations, client servicing, or administrative support preferred.
Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus.
Strong organizational and communication skills with a client-service orientation.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred.
What do we offer in return? A career that you define.
Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives.
Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us:
Our successes have all come from someone brave enough to try something new
We support each other, in the small everyday moments and the bigger challenges
We are determined to make a positive difference, at work and beyond
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.
Our sustainability promise
We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.
$27k-47k yearly est. 3d ago
Customer Service Representative
LHH 4.3
Finance service representative job in Charlotte, NC
LHH is seeking a contract position, with potential for permanent employment, to support day-to-day customer interactions and administrative support functions within a fast-paced environment. This role is ideal for candidates with strong communication skills who enjoy problem-solving and delivering a high level of service.
Key Responsibilities:
Respond to customer inquiries via phone, email, or internal systems
Provide order status updates, resolve issues, and escalate concerns as needed
Enter and maintain accurate customer and order information in internal systems
Coordinate with internal teams to ensure timely and accurate responses
Assist with general administrative and customer support tasks
Maintain professionalism and a customer-focused approach in all interactions
Qualifications:
Previous customer service or call center experience preferred
Strong verbal and written communication skills
Ability to multitask and manage priorities in a fast-paced setting
Proficiency with Microsoft Office or similar systems preferred
Position Details:
Employment Type: Contract-to-Hire
Pay Rate: $18-$20 per hour, based on experience
Schedule: Full-time
$18-20 hourly 5d ago
Relationship Banker - Charlotte Central Market, Charlotte, NC Area
Bank of America 4.7
Finance service representative job in Charlotte, NC
Charlotte, North Carolina;Charlotte, North Carolina; Charlotte, North Carolina; Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financialservices and knowledge of financialservices industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$34k-42k yearly est. 2d ago
Oncology Sales Representative - Charlotte/Raleigh
Eversana 4.5
Finance service representative job in Charlotte, NC
At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to the market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us!
Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA.
Job Description
We are hiring an Oncology Sale Representative to support the launch of a newly approved targeted therapy for lung cancer! The Oncology Sales Representative will be responsible for selling a newly approved oncology product to oncology practices in an assigned geographic territory. Our representative will be providing value by engaging Oncologists, Oncology Nurses, office staff and pharmacists in face-to-face discussions.
The Oncology Sales Representatives will develop and maintain relationships with Health Care Providers by educating about our client's oncology product and its approved indications as well as the support services offered by our client for cancer patients.
Oncology Sales Representatives are expected to possess a high knowledge level of the product, disease state, the customers and territory.
Essential Duties And Responsibilities
Create, build, and maintain relationships and regular communication with physicians and key thought leaders in the US.
Utilize the customer relationship management system to keep call records including account planning.
Ensure a high level of expertise and customer service is delivered to all customers.
Responsible for collaborating effectively and mobilizing all appropriate resources.
Communication Skills: Good communication skills providing the product scientific information to healthcare professionals, oncologists, and other key stakeholders.
Adaptability to Oncology Advances: Complete training to understand the disease state and positioning of our client's product.
Travel to Medical Offices and Hospitals (80%) some overnight travel may be necessary
Hours (40 Hours per week potentially including weekend medical meetings)
Qualifications
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES:
The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required.
BA/BS from an accredited college or university required - focus in business, life science, or clinical degree preferred
Minimum of 3 years of previous pharmaceutical, medical device, and medical sales experience with at least 1 year in oncology experience with an understanding of the integrated oncology network.
Consistent track record of quantifiable/documented sales accomplishments is preferred
Demonstrated ability to plan, analyze and act upon sales data within an assigned geography
Solid and persuasive business communication with physicians and providers
Ability to work independently and exercise good business judgment and discretion and to analyze and address territory opportunities
Familiarity with a Sales Force Automation (SFA) application is preferred
Computer Skills: proficiency in business software such as Microsoft Outlook, Word, Excel and PowerPoint
Ability to travel approximately 30% as needed to cover territory- up to 2 hour radius from headquarter city - some overnight travel may be required.
Clinical Knowledge: Ability to complete a clinical product sell
Established Relationships: A proven track record in territory.
Technology/Equipment: Strong knowledge of VEEVA systems.
Additional Information
OUR CULTURAL BELIEFS
Patient Minded - I act with the patient's best interest in mind.
Client Delight - I own every client experience and its impact on results.
Take Action - I am empowered and hold myself accountable.
Grow Talent - I own my development and invest in the development of others.
Win Together - I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters - I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity - I create an environment of awareness and respect.
Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA.
EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************.
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$48k-87k yearly est. 3d ago
Customer Service Representative/Route Service Representative
Gateway Services Inc. 4.6
Finance service representative job in Charlotte, NC
Customer ServiceRepresentative/Route ServiceRepresentative - Agape Pet
📍 Charlotte, NC | F, Sa 7AM-5PM | 💲 Pay Range: $19.00-$24.00/hr (Based on overall skill and experience)
If you're a pet parent yourself or someone who feels strongly about giving back to your community of pet lovers and veterinary professionals, this role could be a perfect fit.
About Gateway Services
Gateway Services is North America's leading pet aftercare provider, trusted by over 17,000 veterinary clinics. With more than 2,300 team members across 140+ locations, we support pet parents with dignity, compassion, and care - one pet at a time.
Please visit Gateway Services Inc. to learn more about us.
(Don't worry if you haven't worked in pet aftercare before - we'll provide training!)
Job Overview
At Gateway, our Customer ServiceRepresentatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion.
This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity.
What you'll do:
Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service
Build trusted relationships with clinic staff and families through empathy, respect, and professionalism
Safely handle pets in the aftercare process with dignity and care
Manage customer needs and solve problems effectively
Support Gateway's reputation for exceptional service in every interaction
What we're looking for:
Strong relationship-builder with excellent communication skills
Empathetic and respectful, especially toward families and pets in our care
Organized, dependable, and committed to customer service excellence
Comfortable with driving responsibilities and being active throughout the day
Pet lovers and pet parents are especially well-suited to this role
The CSR role reports to the Care Center Manager.
Duties & Responsibilities
Relationship management:
Serve as the primary point of contact for veterinary clinics on your route.
Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency.
Develop and maintain strong relationships with veterinary clinic staff.
Maintain and support growing account base.
Educate clients on services, answer questions, and address concerns promptly.
Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency.
Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction.
Collect feedback to improve service quality and enhance the overall customer experience.
Service delivery:
Address any service issues proactively and escalate concerns to the appropriate department when necessary.
Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations.
Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time.
Anticipate clinic needs before requested, ensuring the highest level of quality service.
Maintain all proper documentation and tracking for all pets entrusted to you.
Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures.
Assist with administrative tasks related to client accounts, including billing inquiries and service modifications.
Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards.
Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards.
A positive and welcoming attitude is a must.
Product and Service Promotion:
Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents.
Distribute authorized marketing materials to clinics and ensure product information is up to date.
Identify potential sales leads and redirect them to the Business Development Manager for follow-up.
Monitor inventory levels of promotional materials and request replenishments as needed.
Key Performance Indictors
Growing revenue from existing clinics (Same Store Sales Growth).
Expanding services and products within your assigned route (Organic Growth).
Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS).
Minimizing customer complaints and ensuring on-time, exceptional service.
Education, Training & Qualifications
High school diploma or GED required as minimum
Prior experience in customer service, account management, or sales/route sales is highly desirable.
Proficiency in CRM systems and sales tracking tools.
Ability to work early morning hours, weekends, and holidays as needed.
Basic math and computer skills for order placement and inventory tracking.
Valid driver's license with a clean driving record.
Skills and Abilities
Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided.
Service Excellence: Dedication to delivering exceptional, white-glove customer service.
Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service.
Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care.
Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills.
Energy and Professionalism: A proactive approach with strong interpersonal skills.
Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery.
Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset.
Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts.
Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided.
Independent Decision-Making: Capable of working autonomously in a fast-paced environment.
Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications.
Physical Capability: Able to safely lift and transport animals of various sizes.
Working conditions
You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care.
Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed.
Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents.
Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations.
Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service.
Frequent heavy lifting in a physically active environment.
Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients.
YOU'LL LOVE WORKING WITH US BECAUSE:
The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with!
OUR CORE VALUES:
People First
Exceed Expectations
(HIT) Honesty, Integrity, Trust
Be Passionate and Caring
Continuously Improve
What You'll Get
At Gateway, we believe in rewarding and supporting our people with more than just a paycheck:
Pay range : $19.00-$24.00/hr + overtime eligibility
Employee referral program - bring great people into our family and earn rewards
Medical, Dental, and Vision Plans with low co-pays designed to support you and your family
Company-paid Life, AD&D and LTD insurance for all full-time employees.
Critical Illness, Accident, and Pet Insurance available as voluntary benefits
401(k) with employer match - we invest in your future
Great Hearts and Minds Program - limited annual subsidy for your dependents' education
Tuition assistance - up to $2,000 for approved education courses
Grow with Gateway Program - access to in-house learning and development for your career goals including the Gateway Management Advancement program (G-MAP)
Established Talent Management practices allows our employees to thrive and grow while in our employ
Employee wellness and support programs accessible in an established Employee Assistance Program
Paid holidays and PTO so you can rest, recharge, and enjoy time with family
Physical activity - Not built to sit behind a desk, don't worry this role will get you out and about doing some physical activity
Sustainability is as important to us as it is to those communities that we serve
Opportunity to do something meaningful with your life - Support others in their time of need.
And most importantly: the chance to be part of a team that makes a real difference for pets, pet parents, and the communities we serve.
Join Us
If you're looking for more than just a job - if you want a role where your compassion, charisma, and community spirit shine through - we'd love to hear from you.
Apply today and help us serve pet parents with the care and dignity their companions deserve.
Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************.
New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov
$19-24 hourly Auto-Apply 4d ago
Commercial Banking Associate
Hometrust Bank 4.4
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.
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
$47k-99k yearly est. Auto-Apply 60d+ ago
Commercial Banking Associate
Home Trust Banking Partnership
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.
$47k-99k yearly est. 60d+ ago
Holistic Financial Representative
Stone Press Financial Group
Finance service representative job in Charlotte, NC
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 financialservices 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)
$35k-68k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Rob Heath-State Farm Agent
Finance service representative job in Charlotte, NC
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a FinancialServicesRepresentative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$30k-48k yearly est. 4d ago
Patient Financial Services Representative
Paa/Cabs
Finance service representative job in Charlotte, NC
Full-time Description
SUMMARY: The Patient FinancialServicesRepresentative 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 FinancialServicesRepresentative 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 FinancialServicesRepresentative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient FinancialServicesRepresentative reports directly to the Patient FinancialServices 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.
$30k-48k yearly est. 23d ago
Patient Financial Services Representative
Paa/CABS
Finance service representative job in Charlotte, NC
Job DescriptionDescription:
SUMMARY: The Patient FinancialServicesRepresentative 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 FinancialServicesRepresentative 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 FinancialServicesRepresentative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient FinancialServicesRepresentative reports directly to the Patient FinancialServices 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.
$30k-48k yearly est. 17d ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Huntersville, NC
Replies within 24 hours FASTSIGNS #112301 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Build long-lasting relationships by turning prospects into long term clients.
Prospect for new business and network for sales opportunities.
Sell a unique, exciting product line that changes by the minute completely based on customer needs and desires.
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
1-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
Compensation: $18.00 - $22.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$18-22 hourly Auto-Apply 60d+ ago
Banking Associate (20) Wilkinson Blvd.
TD Bank 4.5
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 financialservices, 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.
Finance service representative job in Charlotte, NC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financialservices 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
$53k-114k yearly est. 12d ago
Banking Associate (40) Beatties Ford Rd.- Bilingual Preferred
TDI 4.1
Finance service representative job in Charlotte, NC
Hours:
40
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 financialservices, 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.
$22-27.8 hourly Auto-Apply 3d ago
New Hire
International Paper 4.5
Finance service representative job in Charlotte, NC
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**
**Job Identification** 1079598
**Locations** Charlotte, NC, United States
$22.4 hourly 28d ago
Financial Services
The ALZ Group LLC
Finance service representative job in Charlotte, NC
Job Description
Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.
Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.
What Does an Investment Advisor Representative Do?
As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.
Your role will also involve:
Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.
Qualifications
No prior experience is necessary; however, a strong desire to learn and succeed is essential.
Excellent communication and interpersonal skills.
Self-motivated with a positive attitude.
Ability to work independently as well as part of a team.
Strong interpersonal skills with the ability to communicate complex information clearly.
High level of persistence and resilience in overcoming objections.
A passion for helping others achieve peace of mind through financial security.
Benefits
Competitive salary with performance-based bonuses.
Monthly performance bonuses based.
Stock awards.
An opportunity to earn agency ownership.
Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!
$34k-70k yearly est. 22d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Waxhaw, NC?
The average finance service representative in Waxhaw, NC earns between $24,000 and $59,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Waxhaw, NC