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Finance service representative jobs in West Columbia, SC

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  • Representative II / Customer Service

    Summit Materials, Inc. 4.4company rating

    Finance service representative job in Sumter, SC

    Our Representative II / Customer Service Position supports our Dispatch and Sales Operation by providing customer service, answering phones and e-mails, supporting dispatch operation and sales team, and supporting scale house with weighing trucks and printing tickets. This is a well-rounded and unique role between the field and office environment. Benefits Benefits & Perks * Recession Resistant Industry * Consistent work, with a work/life balance * Overtime Opportunities * Paid Holidays * Paid Time Off * 401(k) Plan w/ employer match contribution * Medical / Dental / Vision plan offered * Life Insurance - Company Paid * Short-term / Long-term Disability Insurance - Company Paid How to Get Started STEP ONE: Complete our online application (linked here) STEP TWO: Be prepared to speak with one of our Recruiters, as they'll be reaching out to you soon. STEP THREE: Keep an eye on your texts and emails, we'll use this to send you additional details, questions, and information pertaining to our hiring interview and selection process. Get Hired What to Expect During our Hiring Process * Background Check * Motor Vehicle Record Check * 5-Panel Drug Screen * Fit for Duty Baseline Physical (if applicable) * Paid Orientation * A great team to support you throughout your career with Summit Materials companies! Roles & Responsibilities The duties and responsibilities include, but are not limited to the following: * Convey excellent communication and customer service skills * Answering Phones and E-mails * Assist with creating a Dispatch Schedule to cover daily orders * Assist with Sales Order requests from customers * Work with Sales Team to complete Sales Quotes * Assist with Ticket Report process by entering, editing, and reviewing tickets * Assist with Driver Payroll by pulling, reviewing, and entering data for approval * Assist Scale Operation with weighing trucks and printing tickets * Investigate and correct errors made in day-to-day transactions * Ability to adhere to company policies regarding daily cash handling procedures * Keep all office paperwork organized and orderly, including all dispatch orders, sales orders, and scale tickets * Maintain administrative procedures and internal controls in accordance with company policies and procedures * Other duties and responsibilities as needed Req #: 2260
    $24k-32k yearly est. 22d ago
  • Customer Service Representative

    West Shore Home 4.4company rating

    Finance service representative job in Columbia, SC

    Position: Division Customer Service SpecialistLocation: Columbia, SC (ONSITE) Schedule: Monday-Friday, 8:00am-4:30pm (Full-Time) Who We Are: West Shore Home is a technology-driven and industry-leading home improvement company specializing in high-quality and convenient remodels of Bathrooms, Windows, Doors, and Flooring. West Shore Home operates in over 40 locations nationwide and is home to over 3,000 employees! Purpose of Position: As a Customer Service Specialist at West Shore Home, you will ensure that each interaction with our customers exceeds expectations. You will report directly to the Division Customer Service Manager and work closely with our Division Operations Department, as well. Key Role Accountabilities: Handle both inbound and make outbound calls each day, establishing long-term relationships with our customer base Respond to customer requests (phone, email, website, other company employees) for support due to issues relating to products previously installed. Report customer escalations/emergencies directly to the General Manager, Operations Manager and Division Customer Service Manager. Order necessary parts through manufacturers and scheduling service visits when needed Keep customers aware of any service-related schedule changes. Must-Have Requirements: A passion for building relationships A desire to work independently, efficiently, and with high accountability A proven track record of success in customer service that exceeds expectations Benefits: Comprehensive Health Insurance options (Medical, Dental, Vision, Accident, Life, Critical Illness, Short and Long-Term Disability) 401(k) plans with company match HSA plan with company match Paid holidays and paid time off (PTO) Employee Referral Program Employee Discount Program Paid training and unlimited professional growth potential Compensation: The hourly pay for this position is $20-$22 per hour. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including but not limited to experience, knowledge, skills, and abilities as well as geographic location of the position. Culture and Community: We believe that when employees feel valued and supported, they perform at their best. Our dedication to fostering a strong, value-driven culture has consistently earned us the Top Workplaces USA award as one of the nation's top employers, including recognition in Leadership, Purpose & Values, and Compensation & Benefits. West Shore Home strives to Bring Happiness to Every Home and that goes beyond our customers and employees. We support positive change in our communities by volunteering, giving back, and supporting nonprofits that make a difference. Learn more here: ************************************
    $20-22 hourly 10d ago
  • Financial Services Specialist, Crop & Livestock Insurance

    Farm Credit 4.5company rating

    Finance service representative job in Columbia, SC

    Systems Learning Partner - Columbia, SC (Hybrid) The Systems Learning Partner is responsible for supporting the design, development, and delivery of training programs focused on loan systems and related bank applications. This role contributes to curriculum creation, technical documentation, and the facilitation of learning experiences that enhance understanding of financial systems across the district. It plays a key role in ensuring training materials are accurate, accessible, and aligned with operational needs. What You'll Do: Systems Learning Facilitation - Deliver engaging training sessions through instructor-led classes, webinars, and virtual platforms, ensuring a positive and effective learning environment. - Support e-learning initiatives by assisting in the development, deployment, and maintenance of interactive, accessible digital training content. - Coordinate training logistics, including scheduling, communication, attendance tracking, and feedback collection in collaboration with internal teams. Systems Instructional Design - Develop and deliver training on Bank systems, products, and processes, ensuring content is clear, engaging, and aligned with business goals and adult learning principles. - Collaborate across teams to support system implementations by creating timely, effective training resources and identifying learning needs with district associations. - Maintai n training quality through regular content reviews, accessibility checks, and process simplification to ensure accuracy and relevance. Learning Project Management - Support learning system projects by coordinating with stakeholders to align training plans with project goals, timelines, and deliverables. - Organize and manage training logistics, including materials, schedules, tools, and vendor resources to ensure smooth execution. - Monitor progress and provide feedback from training sessions to improve learning strategies and ensure quality and consistency. What You'll Need: - Bachelor's Degree required in Human Resources Management, Organizational Leadership, Business Administration, Education, or related discipline. - At least three (3) to five (5) years of experience with bank operation IT systems, with at least two (2) or more years of experience delivering systems training in a financial services organization. Strong knowledge of instructional design methodologies and adult learning theory. Nice to Have: - Proficiency in e-learning authoring tools (e.g., Articulate 360 or Camtasia) and Learning Management System (e.g., Cornerstone) - Prior experience with financial systems (e.g., DNA or nCino)
    $40k-66k yearly est. 1d ago
  • Customer Service Representative- Columbia, SC- Onsite Only

    Dev 4.2company rating

    Finance service representative job in Columbia, SC

    Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Teleperformance USA Job DescriptionCategory : Customer Service/Support Why You'll Choose Us Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique. Benefits of working with TP include $15hr Paid Training Competitive Wages Monthly Bonuses Full Benefits (Medical, Dental, Vision, 401k and more) Paid Time Off Employee wellness and engagement programs Your Impact Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go. In addition to the overall convenience, you will enjoy the many benefits of working for Teleperformance! A flexible work scheduled and more work life balance Your Responsibilities Handle and carefully respond to all customer inquiries Provide excellent customer service through active listening Work with confidential customer information and treat it sensitively Aim to resolve issues on the first call by being proactive Appropriately communicate with customers What We're Looking for Logical problem-solving skills Availability to work various shifts Ability to handle heavy incoming call volume Ability to use Windows operating systems Ability to type 25 wpm Over 18 years of age High School Graduate or GED Predictable and reliable attendance What We Prefer 6 -12 month customer service experience preferred Consistent work history Proven oral & written communication skills Some Technical background Being One of Our People It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always. Teleperformance is an Equal Opportunity Employer
    $15 hourly 60d+ ago
  • Private Client Banker - (New Build) Irmo - Columbia, SC

    Jpmorganchase 4.8company rating

    Finance service representative job in Columbia, SC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $43k-92k yearly est. Auto-Apply 32d ago
  • Recovery Center Customer Service Representative - Newberry, SC

    1St. Franklin Financial 4.4company rating

    Finance service representative job in Newberry, SC

    Join the 1st Franklin team in our Recovery Center location. We are looking for an individual who is open-minded and focused with a team player mentality. This position works closely with Branch Operations and the court system utilizing professionalism, patience, curiosity, a results-orientation, to perform responsibilities. Principal Accountabilities and Key Activities Process and file suits in various state courts Prepares and processes documents for filing legal action through the court system Conducts follow-up communication with court system on progress of action filed Resolve issues with court system for documents improperly filed Obtains contact information for us in collections and recovery efforts Performs a wide variety of clerical duties Education, Qualifications and Experience High School Diploma or equivalent Serving our customers by working onsite at the Recovery Centers location(s) is an essential function of this job (working from home is not permitted under any circumstances) Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Must possess a valid driver's license and the ability to operate an automobile 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 350 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
    $24k-31k yearly est. 3d ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Columbia, SC

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-17 hourly Auto-Apply 15d ago
  • Patient Financial Services (PFS) Account Representative I

    NCMH External Candidates

    Finance service representative job in Newberry, SC

    Are you ready to make a meaningful impact in the lives of others while working in a supportive, community-focused environment? Newberry Health is seeking a full-time Patient Financial Services (PFS) Account Representative I to join our exceptional team. Located in Newberry County, SC, Newberry Health is a 90-bed, acute-care, independent, not-for-profit hospital recognized with the Joint Commission Gold Seal of Approval. We are proud of our strong leadership, dedicated staff, and commitment to providing high-quality care for our patients. Job Summary: The Patient Financial Services Account Representatives are responsible for analyzing accounts receivable, resolving unpaid claims and handling billing inquiries. This includes follow up with third party payers as well as patients to ensure that payment is received in accordance with the payer contract. PFS Account Representatives comply with all applicable federal and state billing laws and regulations. Work is performed collaboratively with all team members of hospital departments, physicians and physician office staff, third party payers and patients to ensure accurate and timely payment. Requirements Education and Experience: Associates Degree or higher or High School Diploma or equivalent with two (2) years or more of specific revenue cycle job-related experience Successful completion of basic medical terminology course work Proven knowledge of Microsoft products to include; Outlook, Excel and Word Excellent written and verbal communication skills Ability to multi-task and prioritize Versatile and flexible, willing to work within constantly changing priorities Prior experience with the Meditech BAR system Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR) Exhibits effective and independent decision-making skills Certificates, Licenses, and Registrations: Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR) Newberry County Memorial Hospital provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $24k-37k yearly est. 60d+ ago
  • Sales & Service Representative

    Lexington Sc 4.8company rating

    Finance service representative job in Lexington, SC

    Benefits: Company parties Flexible schedule Free food & snacks Opportunity for advancement Training & development Goldfish Swim School in Lexington, SC opening in February 2025! We are looking to hire staff starting 12/15/24 - 1/15/2025, with training starting on Saturday, 1/18/2025! Make waves and pave the way for your career. At Goldfish Swim School we are not only passionate about building confident lifelong swimmers, we are also passionate about building careers of our team members. We believe that the hard work and dedication of fin-nomenal team help create skills that will last a lifetime. We take time to develop both personal and professional skills that prepare our staff for their future careers. Perks and Benefits: Paid on-the-job training Flexible scheduling Culture-driven company Employee recognition programs Primary Responsibilities: Provide WOW! Customer Service to our members Assist with class scheduling and billing Work in a sales capacity to sell new memberships Job Qualifications and Skills Ability to work with families Excellent communication and organizational skills High energy Strong work ethic Sales-driven and a go-getter with following through Must pass background examinations prior to training About Goldfish Swim School:Goldfish Swim School has been an industry leader in the swim lesson community since 2006. Our team is growing, and we are looking for team players who are enthusiastic, have a can-do perspective, and enjoy working with families. We provide paid on-the-job training, flexible scheduling, a rewarding work environment, and a one-of-a-kind culture that will make you smile, too! If you, or someone you know, desires to work for a place where you can make a difference, explore, apply and then join us. Goldfish Swim School - Lexington SC is a learn-to-swim facility for kids ages 4 months to 12 years. Our proven confidence-building curriculum promotes a love of swimming and teaches children to be safer in and around the water. For additional information see *************************************** The information within this posting is not all-inclusive and may be subject to change. Employee to fulfill other duties and responsibilities as assigned by the Employer. Goldfish Swim School - Lexington SC is an Equal Opportunity Employer. Compensation: $13.00 - $15.00 per hour Tropical Vibes & Impacting Lives! You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a passion for swimming…it's a special passion for changing - even saving - lives, by being a part of kids learning to swim. When you work at Goldfish, you're not just an employee. You're a part of something bigger. You're making an impact; a splash in the lives of the children in your community. You're an integral part of a team, working together to move forward a mission. You're also making waves in your future, learning life lessons in and out of the pool through mentorship, leadership and passion. At Goldfish, it's more than a job - it's an endless pool of possibilities, opportunities and life-changing moments! Making Waves with Passion, Purpose & Core Values! At Goldfish, our core values are at the heart of everything we do, and behind every decision that we make. To us, these values are more than just words - they're embraced with purpose in our everyday lives, and what allows us to make a splash in our community, and in the lives of our members and our team! We go above and beyond with every detail to create a GOLDEN Experience! We believe in nurturing a culture that provides WOW! Customer Service We do the right things, make the right decisions and treat people with Integrity • Compassion • Trust We meet and exceed expectations so you see Extraordinary Results We make a big deal about life's accomplishments by remembering to Celebrate! Each Goldfish Swim School is an independently owned and operated franchise. The respective Franchisee is the employer at each Goldfish Swim School location. Each franchisee can set their own wages, benefit programs and terms and conditions of employment, which may vary at each Goldfish Swim School location.
    $13-15 hourly Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Robbie Streett-State Farm Agent

    Finance service representative job in Lexington, SC

    Job DescriptionBenefits: Competitive salary Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Robbie Streett - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and 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 financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $24k-37k yearly est. 11d ago
  • Private Client Banker - (New Build) Irmo - Columbia, SC

    JPMC

    Finance service representative job in Columbia, SC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $31k-64k yearly est. Auto-Apply 32d ago
  • Premier Private Banker II

    South State Bank

    Finance service representative job in Columbia, SC

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker II to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. Equal Opportunity Employer, including disabled/veterans.
    $31k-64k yearly est. 60d+ ago
  • Member Services Representative

    Planet Fitness-Lev Management

    Finance service representative job in Columbia, SC

    Job DescriptionBenefits: 401(k) 401(k) matching Employee discounts Flexible schedule Opportunity for advancement Paid time off Training & development Wellness resources The Member Services Representative is responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. Characteristics that will make you a perfect match for our Member Services Representative: You: Exhibit a positive and upbeat attitude. Have a passion for delivering a consistent and exceptional experience to our members, guests, and fellow PF team members. Pride yourself on your work while being punctual, reliable, and dependable. Handle all interactions with diplomacy and exhibit a genuine motivation for helping others. Act with integrity and show respect to everyone around you. Exhibit strong communication skills and have an ability to listen and empathize. Inspire and motivate others to achieve their goals. Are a quick study with the ability to apply what you have learned during online and hands-on training. About the Member Services Representative Role: As a Member Services Representative, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional Judgement Free member experience! Daily responsibilities for the Member Services Representative also include: Greet members/guests as they enter and exit the club; assisting them with any questions or concerns as they check in. Help to promote our Judgement Free Zone by connecting with members on the club floor, offering assistance and showing support in their fitness journeys while upholding club policies. Resolve member concerns and escalate to a Manager as needed. Answer phones in a friendly manner and assist callers with their inquiries. Perform membership related functions such as sign-ups, contact/billing information updates, cancellations, collecting unpaid balances and transferring memberships. Perform prospective member calls and tours; assessing their membership needs. Execute retail transactions with accuracy and drive sales goals. Resolve member concerns and escalate to a Manager as needed. Regular, consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities. This includes communal spaces as well as your assigned area. Ensuring restrooms are clean and sanitized, stocked and clutter free by following the routine cleaning schedule. Frequently perform a comprehensive walk of all club areas; quickly fix any safety/policy issues and address cleanliness concerns. Promptly address maintenance and facility concerns such as broken and/or missing equipment (i.e., Dispensers, leaky faucets, fixtures etc.) Qualifications/Requirements: Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. Must be 18 years of age or older. Physical Demands: Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occasionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. If you are an energetic, self-motivated individual with a positive attitude (and a great smile), we want you on our team! All of our Team Members at Planet Fitness share a passion for our amazing brand and a desire to make our members feel welcome in our Judgement Free Zone! We offer: Career advancement opportunities Weekly pay with monthly bonus opportunities Black Card membership, employee perks, rewards, and discounts Paid breaks Paid time off 401(k) & Roth Retirement savings plan (with employer match) Engaging team-building competitions, sales contests, and social events
    $20k-29k yearly est. 12d ago
  • SC - Insurance Services Rep (P&C)

    Insite Support Services & Insure Response

    Finance service representative job in Newberry, SC

    Start a career at Insure Response! This is an entry level Insurance service representative position, with no previous insurance experience required. Great opportunity to learn the insurance industry and get paid to become a licensed insurance agent. We're looking for customer service-oriented individuals who are interested in Property and Casualty insurance business and are willing to grow along with us to fill the role of Insurance service Representative! Benefits Starting base wage up to $15.00/hour. This is not a commission-based position Paid training Opportunity to become a licensed insurance agent at no cost to employee No cold calling Flexible scheduling Weekly pay Paid vacation and sick time Promote from within Health, Dental, Vision, Life insurance, Short-term and long-term disability 401k with company match of 6% Shift differential for nights and weekends Bilingual differential available for Spanish speaking agents Insurance Service Representative Job responsibilities As an insurance service representative, you will be answer incoming call center questions for multiple clients about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries Demonstrate accuracy in processing client policy modifications based on the data given Verify new customers coverage and present policyholders with proof of insurance paperwork Keep track of all customer inquiries in multiple CRM or Agency management software Stay up to date on new marketing efforts to answer insurance product inquiries utilizing all the resources available Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved Insurance Customer Service Representative Qualifications Customer service oriented. Previous customer service a plus Excellent active listening, interpersonal and verbal and written communication skills Proficient typing and computer multi-tasking skills. Minimum of 35 WPM About Insure Response LLC Insure Response, LLC is a division of Insite Support Services. Insite was founded in 1999 by experienced call center professionals with the goal to affordably deliver to small and mid -market companies the same sophisticated call center service enjoyed by big companies for years. In 2014 the decision was made to establish Insure Response, LLC which focuses solely on the insurance industry related support. Today, with two U.S based call centers located in Newberry, South Carolina and Nevada, Missouri Insite and Insure response remain dedicated to continuously developing the premier customer service operation to profitably attract and retain partners by investing in the training and technical resources to ensure employee pride and client satisfaction.
    $15 hourly 60d+ ago
  • Senior Relationship Banker

    First Horizon Bank 3.9company rating

    Finance service representative job in Columbia, SC

    **Weekly Scheduled Hours** : Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development** - Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. - Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. - Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. - Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. - Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. - Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. **Client experience** - Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). - Deliver excellent client experiences consistently and promptly resolve client issues effectively. - Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management** - Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. **Operational efficiency** - Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. - Assist banking center management with "on the job training" of new associates. - Assist with dual control vault responsibilities and audit controls. - Stay informed of all operational updates and changes to ensure compliance with all current guidelines. - Perform all other job related duties as assigned. **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. - High school diploma or general education degree (GED) - 5+ years of experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required. **NMLS Language** As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $29k-34k yearly est. 4d ago
  • Financial Services Representative (Temp to Hire)

    Worldacceptance

    Finance service representative job in Orangeburg, SC

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $16 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-16 hourly Auto-Apply 14d ago
  • Relationship Banker - Columbia Area - Columbia, SC

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Columbia, SC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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 financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $27k-35k yearly est. 11d ago
  • Private Client Banker - Georgia Northeast North Augusta - Aiken, SC

    JPMC

    Finance service representative job in Aiken, SC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $30k-62k yearly est. Auto-Apply 60d+ ago
  • Overnight Member Services Representative

    Planet Fitness-Lev Management

    Finance service representative job in Lexington, SC

    Job DescriptionBenefits: 401(k) 401(k) matching Employee discounts Opportunity for advancement Training & development Wellness resources The Overnight Front Desk Associate will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. Characteristics that will make you a perfect match for our Overnight Front Desk Associate: You: Exhibit a positive and upbeat attitude. Have a passion for delivering a consistent and exceptional experience to our members, guests, and fellow PF team members. Pride yourself on your work while being punctual, reliable, and dependable. Handle all interactions with diplomacy and exhibit a genuine motivation for helping others. Act with integrity and show respect to everyone around you. Exhibit strong communication skills and have an ability to listen and empathize. Inspire and motivate others to achieve their goals. Are a quick study with the ability to apply what you have learned during online and hands-on training. About the Overnight Front Desk Associate Role: As an Overnight Front Desk Associate, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests while ensuring an exceptional Judgement Free member experience! Daily responsibilities for the Overnight Front Desk Associate also include: Greet members/guests as they enter and exit the club; assisting them with any questions or concerns as they check in. Help to promote our Judgement Free Zone by connecting with members on the club floor, offering assistance and showing support in their fitness journeys while upholding club policies. Resolve member concerns and escalate to a Manager as needed. Answer phones in a friendly manner and assist callers with their inquiries. Perform membership related functions such as sign-ups, contact/billing information updates, cancellations, collecting unpaid balances and transferring memberships. Perform prospective member calls and tours; assessing their membership needs. Execute retail transactions with accuracy and drive sales goals. Resolve member concerns and escalate to a Manager as needed. Regular, consistent cleaning and sanitizing of all exercise equipment and Black Card spa amenities. This includes communal spaces as well as your assigned area. Ensuring restrooms are clean and sanitized, stocked and clutter free by following the routine cleaning schedule. Frequently perform a comprehensive walk of all club areas; quickly fix any safety/policy issues and address cleanliness concerns. Promptly address maintenance and facility concerns such as broken and/or missing equipment (i.e., Dispensers, leaky faucets, fixtures etc.) Qualifications/Requirements: Ability to pass a background check Willing to become CPR/AED certified. Customer service background preferred. Basic computer proficiency. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. Must be 18 years of age or older. Physical Demands: Continual standing and walking during shift. Continual talking in person or on the phone during shift. Ability to work 3rd shift (overnight). Must be able to occasionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. If you are an energetic, self-motivated individual with a positive attitude (and a great smile), we want you on our team! All of our Team Members at Planet Fitness share a passion for our amazing brand and a desire to make our members feel welcome in our Judgement Free Zone! We offer: Career advancement opportunities Weekly pay with monthly bonus opportunities Black Card membership, employee perks, rewards, and discounts Paid breaks Paid time off 401(k) & Roth Retirement savings plan (with employer match) Engaging team-building competitions, sales contests, and social events
    $20k-29k yearly est. 6d ago
  • Financial Services Representative

    Worldacceptance

    Finance service representative job in Williston, SC

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $17 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $17-19 hourly Auto-Apply 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in West Columbia, SC?

The average finance service representative in West Columbia, SC earns between $19,000 and $46,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in West Columbia, SC

$30,000

What are the biggest employers of Finance Service Representatives in West Columbia, SC?

The biggest employers of Finance Service Representatives in West Columbia, SC are:
  1. First Citizens Bank
  2. Robbie Streett-State Farm Agent
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