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First Bancorp jobs in Greenville, SC

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  • Customer Support Specialist I: Bilingual

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    The position of Customer Support Specialist-Bilingual provides for efficient and effective service to Spanish-speaking customers, prospective customers and branch personnel via inbound telephone calls, email requests, secure messages, chat or other avenues approved by the Bank. The position provides first call resolution for all retail banking inquiries, some commercial inquiries, Online Banking (Retail and basic Business), Bankcard, Mobile Deposit and Bill Pay products. Service support also includes preparing stop payments, processing telephone transfer requests, and performing routine operational duties as directed. In addition to service support for these customers, potential cross-sell opportunities should be identified and referred to the Customer Support Specialist IIs and Senior Customer Support Specialists. Incoming calls are received from customers in multiple states. This incumbent should be a customer service oriented, fast learner and able to work in a fast paced environment and handle extremely confidential information. We have two positions available: Monday-Friday 7am-4pm (Work every other Saturday 9am-4pm) Monday-Friday 11am-8pm (Work every other Saturday 9am-4pm) Training Schedule: Monday-Friday 5 weeks from 9am-6pm ESSENTIAL FUNCTIONS: * This position specializes in helping Spanish-speaking callers in Spanish. * Answers all retail and some basic commercial customer phone call inquiries including, but not limited to: account inquires; general loan inquiries; stop payment requests; address/account type changes; loan payment reversals; fee or charge reversals. * Returns customer phone messages from after hours. * Performs account transactions including, but not limited to: payments & transfers. * Assists customers with Telephone Banking inquiries including, but not limited to: password resets; basic system training; and basic troubleshooting. * Assists customers with Online Banking inquiries including, but not limited to: password resets; secure access code delivery/retrieval, basic system training; Mobile Deposit enrollment/check deposit; Bill Pay enrollment/payment processing, e-Statement enrollment, external transfers, personal financial management tools and overall troubleshooting. * Assists customers with Debit Card inquires including, but not limited to: new/replacement/ existing card activations/PIN sets/resets and travel maintenance, card reorders, card closures, temporary card limit increases and card status research/changes resulting from Fraud Alerts or lost/stolen cards. Completes customer card transaction disputes. * Researches and responds to secure/unsecure customer messages. * Serves as a resource for operations, policy and procedure information to associates and customers by remaining current on all new and existing products specific to the Customer Service. Keeps abreast of bank- wide changes and be able to communicate the impact to customers. * Provide, present and promote Service Excellence to all external and internal customers. * Completes training as assigned. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. Work related experience should consist of duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business, financial industry or branch banking related. * Excellent verbal and written communication skills in both English and Spanish required. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills. Ability to work with minimal supervision. Ability to prioritize work and responses to customers. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheets, web-based programs and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions. Application of Active Listening to effect problem solving for customer inquiries. * Additional preferred skills include customer service, product knowledge, quality focus, problem solving, documentation skills, listening, phone skills, conflict resolution, information analysis, and multi-tasking. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $29k-34k yearly est. 3d ago
  • CarBucks Document Support Specialist I

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    Successfully complete administrative duties/projects that support the organization, including filing automotive titles, maintaining records, and managing key security tasks that protect the collateral position of the organization. Work with a high attention to detail and accuracy. Ensure effective and efficient workflow between internal and external clients and provide excellent customer service. ESSENTIAL FUNCTIONS: * Compile, sort, and file and block ticket/automobile title records, as well as perform other elements of automobile title management as required. * Manage the filing process, including receiving, sorting and verifying inbound block tickets and cross-referencing the accuracy of VIN numbers and dealer/purchaser information. * Perform duties in a fast-paced environment, completing work tasks with accuracy. Ability to cycle through work batches on a bi-hourly, hourly, and weekly basis. * Pull and deliver titles. Determine appropriate delivery method (FedEx, US Mail) and verify the accuracy of delivery instructions and contact information. * Maintain and update title filing, inventory, and database systems, either manually or using the computer. * Prepare various reports that involve gathering data, summarizing information, and compiling into appropriate formats. Compute, record, and proofread report data. * Prepare and utilize computerized tracking and reporting tools (i.e. Excel spreadsheets) to manage documentation. Review reports daily/weekly to initiate actions for Title File Listing, Pull lists, etc. * Responsible for maintaining security and compliance controls. Adhere to all operational, security, and risk policies and procedures. * Perform weekly audits of dealer folders to verify accuracy and consistency of information, cross-referencing VIN numbers, make/model, dealer/auction information, and block ticket to a title. * Safeguard all collateral assets and transactions by ensuring that operations are conducted in secure manners that protect the operational integrity and meet compliance. * Participate in records maintenance activities and audits in accordance with organizational policies and procedures in order to manage operational risks and identify areas for improvement. * Research and resolve any discrepancies. * Develop strong relationships with internal business units, dealer customers, auctions, other financial institutions, and industry connections. Manage relationships to ensure efficiencies. Work cross-functionally to resolve issues and source information. * Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail. * Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers. * Answer incoming office phone calls. Exercise diplomacy and good communication skill in receiving telephone inquiries. * Field customer/dealer/auction inquiries through phone and email. Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints. * Review files, records, and other documents to obtain information to respond to requests. Supply information that requires knowledge of functional organization and procedures. Serve as an information resource regarding critical policies and procedures. * Ability to discern the proper channels for addressing issues/concerns. * Accurately identify needs through meaningful conversations and promote solutions with minimal supervision. Escalate complex inquiries to management. * Provide a thorough, timely, and accurate responses. * Passionately contribute to a customer-focused environment and consistently surpass customer expectations. Commit to delivering the best of customer experiences with each customer interaction. * Occasional need to diffuse customer grievances and present corrective actions to salvage a damaged customer relationship, such as communicating with auctions regarding denied units. * Present excellent customer grievance management skills. Communicate clearly, concisely and in a non-confrontational manner. Exhibit professionalism and respect to dealers when negotiating a resolution. * Determine when necessary to escalate inquiry to Document Support Specialist II or management * Enhance productivity and demonstrate advanced proficiency by adapting to new technology and acquiring new technical skills through training. Pursue ongoing education to stay abreast of changes and trends in the industry. * Maintain a working knowledge of policies, basic title laws, and procedures. Stay abreast of changes in documentation standards and regulations. * Recommend improvements in workflow and procedures as appropriate to Document Support Specialist II. * Work maintains a high attention to detail since it directly impacts the reputation and professional relationships and collateral position of the organization. * Proactively tackle administrative duties with confidence, consistent accuracy, and minimal supervision and direction. * Work well with all members of the team. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High School Diploma and 6-months experience in an office environment and/or customer service. Financial industry experience preferred but not required. * Demonstrated fluency in Spanish and English a plus but not required * Good Keyboarding skills. * Must possess exceptional organizational skills, the ability to prioritize, be detail-oriented and take initiative. * Ability to perform accurate work in a fast-paced environment. * Thorough working knowledge of office practices and procedures. Ability to operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers. * Must be computer proficient with Microsoft application skills, including Excel. * Ability to classify documents and file for future retrieval. * Ability to maintain the highest level of confidentiality. * Excellent listening and verbal and written communication skills and the ability to interact professionally in a collaborative environment with a diverse group of internal and external contacts. * Ability to comprehend and adhere to operational controls, including compliance to all required policies and all Federal and State banking regulations, including compliance to the Bank Secrecy Act/Anti Money Laundering (BSA/AML) and Office of Foreign Asset Control (OFAC) and USA PATRIOT Act programs. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $39k-57k yearly est. 30d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Thomasville, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lowell, IN job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Personal Banker I

    First Bank 4.6company rating

    First Bank job in Highlands, NC

    The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $30k-36k yearly est. 26d ago
  • Roving Teller

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    The position of Roving Teller is responsible for the same duties as a normal Teller with the only major difference being “roving” from branch to branch within a region - performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Travel to various branches to fill-in as needed is required of this position. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Driving from location to location within a given region - must possess a valid driver's license. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) or equivalent work experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $30k-34k yearly est. Auto-Apply 43d ago
  • SBA Business Development Officer Senior

    Huntington 4.4company rating

    Greenville, SC job

    Responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis Responsible for SBA loan origination with emphasis on client contact, origination and analysis. Typical loan amounts are for $350K - $5MM. Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package. Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. Basic Qualifications: Bachelor's degree or the equivalent of at least 4 years' SBA lending experience. A minimum of 5 years of Business/Commercial lending experience Preferred Qualifiations: SBA loan originating experience Familiarity with Commercial loan underwriting systems. Excellent customer service and interpersonal skills Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor Strong organizational skills with attention to detail Ability to multi-task PC and internet proficiency Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $71k-91k yearly est. Auto-Apply 60d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Macon, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • SBA Eligibility Review Officer I - Onsite: Huntington Markets

    Huntington National Bank 4.4company rating

    Greenville, SC job

    Huntington Bank is looking for an SBA Eligibility Review Officer I. Duties & Responsibilities: + Maintains an individual pipeline of work, with loans typically having customer exposure up to $1 million. + Appropriately assess eligibility of borrower(s), co-borrower(s), guarantor(s) assuring that, if needed, the SBA guarantee can be enforced. + Interacts with the internal SBA Sales and Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning. + Reviews use of proceeds, orders SBA Number, prepares SBA Loan Authorization and other SBA forms and is responsible for ensuring the loan meets all SBA/USDA requirements. + Reviews all reports and information received with respect to SBA/USDA eligibility requirements to determine if terms and conditions of the SBA credit approval will be met. This includes review of franchise agreements, purchase agreements, bank notes, and business plans. + Researches and resolves servicing questions from the SBA and internal personal to ensure the guaranty can be maintained. + May be asked to advise Financial Recovery Group (FRG)) colleagues in properly working out, liquidating, and litigating SBA loans. May also be required to submit final wrap up reports to the SBA once resolution has been made. + May serve as main point of contact to commercial loan servicing colleagues to ensure proper accounting and reporting of all SBA loans (1502 Report). + Performs other tasks as needed to support the line of business and job family. Basic Qualifications: + Bachelor's Degree and 1 year of direct SBA/USDA lending/due diligence experience + In lieu of a Bachelor's Degree, a minimum of 3 years of direct SBA/USDA lending/due diligence experience Preferred Qualifications: + Bachelor's degree in Finance, Accounting, Business or Economics + Knowledge of the SBA Standard Operating Procedures (SOP). + Ability to clearly document and communicate eligibility conditions to close in accordance with the SBA Standard Operating Procedures. + Good interpersonal skills and the ability/desire to work in a fast-paced production environment are critical to be successful in this role. + Ability to multi-task. + Knowledge of SBA/USDA loan programs. + TSoft and SBA Etran experience are preferred. + Excellent PC skills to include Excel, Word, Outlook, AFS and Velocity. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: Total Base Pay Range 49,925.00 - 92,575.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $84k-108k yearly est. 60d+ ago
  • Mortgage Loan Officer - Greenville, SC

    Huntington 4.4company rating

    Greenville, SC job

    The Mortgage Loan Officer develops profitable and quality residential mortgages by building personal relationships with community members and clients. Evaluates and assesses credit potential with prospective customers. Analyzes customer personal financial information to determine which products meet their needs and to provide recommendations regarding products to customers. Advises and counsels the customer to the advantages and disadvantages of differing financial products. Advises customers on the completion of loan applications and provides excellent customer service throughout the loan approval and closing process. Keeps up to date on lending policies/regulations pricing and product information. Cross sells customers. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Duties & Responsibilities: The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. The associate in this position: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED One or more years of mortgage loan origination experience, preferably at a bank NMLS license Preferred Qualifications: Pipeline and book of business Bachelor's degree preferred Knowledge of mortgage loan products (conventional, FHA/VA, construction lending and portfolio programs) Knowledge of mortgage procedures, documentation, and underwriting guidelines Demonstrated ability to identify opportunities to cross-sell financial products and services Effective written and verbal communication skills Strong organizational skills •Ability to multi-task PC - Internet skill #LI-NA1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $28k-40k yearly est. Auto-Apply 60d+ ago
  • CarBucks Document Support Specialist I

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    Job Description Successfully complete administrative duties/projects that support the organization, including filing automotive titles, maintaining records, and managing key security tasks that protect the collateral position of the organization. Work with a high attention to detail and accuracy. Ensure effective and efficient workflow between internal and external clients and provide excellent customer service. ESSENTIAL FUNCTIONS: Compile, sort, and file and block ticket/automobile title records, as well as perform other elements of automobile title management as required. Manage the filing process, including receiving, sorting and verifying inbound block tickets and cross-referencing the accuracy of VIN numbers and dealer/purchaser information. Perform duties in a fast-paced environment, completing work tasks with accuracy. Ability to cycle through work batches on a bi-hourly, hourly, and weekly basis. Pull and deliver titles. Determine appropriate delivery method (FedEx, US Mail) and verify the accuracy of delivery instructions and contact information. Maintain and update title filing, inventory, and database systems, either manually or using the computer. Prepare various reports that involve gathering data, summarizing information, and compiling into appropriate formats. Compute, record, and proofread report data. Prepare and utilize computerized tracking and reporting tools (i.e. Excel spreadsheets) to manage documentation. Review reports daily/weekly to initiate actions for Title File Listing, Pull lists, etc. Responsible for maintaining security and compliance controls. Adhere to all operational, security, and risk policies and procedures. Perform weekly audits of dealer folders to verify accuracy and consistency of information, cross-referencing VIN numbers, make/model, dealer/auction information, and block ticket to a title. Safeguard all collateral assets and transactions by ensuring that operations are conducted in secure manners that protect the operational integrity and meet compliance. Participate in records maintenance activities and audits in accordance with organizational policies and procedures in order to manage operational risks and identify areas for improvement. Research and resolve any discrepancies. Develop strong relationships with internal business units, dealer customers, auctions, other financial institutions, and industry connections. Manage relationships to ensure efficiencies. Work cross-functionally to resolve issues and source information. Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail. Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers. Answer incoming office phone calls. Exercise diplomacy and good communication skill in receiving telephone inquiries. Field customer/dealer/auction inquiries through phone and email. Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints. Review files, records, and other documents to obtain information to respond to requests. Supply information that requires knowledge of functional organization and procedures. Serve as an information resource regarding critical policies and procedures. Ability to discern the proper channels for addressing issues/concerns. Accurately identify needs through meaningful conversations and promote solutions with minimal supervision. Escalate complex inquiries to management. Provide a thorough, timely, and accurate responses. Passionately contribute to a customer-focused environment and consistently surpass customer expectations. Commit to delivering the best of customer experiences with each customer interaction. Occasional need to diffuse customer grievances and present corrective actions to salvage a damaged customer relationship, such as communicating with auctions regarding denied units. Present excellent customer grievance management skills. Communicate clearly, concisely and in a non-confrontational manner. Exhibit professionalism and respect to dealers when negotiating a resolution. Determine when necessary to escalate inquiry to Document Support Specialist II or management Enhance productivity and demonstrate advanced proficiency by adapting to new technology and acquiring new technical skills through training. Pursue ongoing education to stay abreast of changes and trends in the industry. Maintain a working knowledge of policies, basic title laws, and procedures. Stay abreast of changes in documentation standards and regulations. Recommend improvements in workflow and procedures as appropriate to Document Support Specialist II. Work maintains a high attention to detail since it directly impacts the reputation and professional relationships and collateral position of the organization. Proactively tackle administrative duties with confidence, consistent accuracy, and minimal supervision and direction. Work well with all members of the team. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High School Diploma and 6-months experience in an office environment and/or customer service. Financial industry experience preferred but not required. Demonstrated fluency in Spanish and English a plus but not required Good Keyboarding skills. Must possess exceptional organizational skills, the ability to prioritize, be detail-oriented and take initiative. Ability to perform accurate work in a fast-paced environment. Thorough working knowledge of office practices and procedures. Ability to operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers. Must be computer proficient with Microsoft application skills, including Excel. Ability to classify documents and file for future retrieval. Ability to maintain the highest level of confidentiality. Excellent listening and verbal and written communication skills and the ability to interact professionally in a collaborative environment with a diverse group of internal and external contacts. Ability to comprehend and adhere to operational controls, including compliance to all required policies and all Federal and State banking regulations, including compliance to the Bank Secrecy Act/Anti Money Laundering (BSA/AML) and Office of Foreign Asset Control (OFAC) and USA PATRIOT Act programs. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $39k-57k yearly est. 10d ago
  • Roving Teller

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    Job Description The position of Roving Teller is responsible for the same duties as a normal Teller with the only major difference being “roving” from branch to branch within a region - performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Travel to various branches to fill-in as needed is required of this position. ESSENTIAL FUNCTIONS: Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. Issues official checks, traveler's checks and gift cards. Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. Performs safe deposit duties by controlling access and assisting customers. Receives and processes stop payment and hold orders. Accepts loan, credit card and installment payments. Balances cash drawer daily and verifies cash being bought from and sold to the vault. Provides effective customer service and assists in resolving problems within given authority. Records, files, updates information and sorts' mail or reports as required. Answers telephones and directs callers to proper Bank personnel. Processes teller work through branch capture and assists with imaging research. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. Type's routine letters, reports and forms. Maintains files, copies and faxes documents, and orders and distributes supplies. Takes steps to ensure security of Branch personnel & Bank procedures. Fully understands opening/closing procedures, as well as all other security procedures. May prepare and verify order of shipment of currency. Driving from location to location within a given region - must possess a valid driver's license. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) or equivalent work experience. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $30k-34k yearly est. 14d ago
  • Financial Relationship Banker- Falls Park Greenville SC

    Huntington 4.4company rating

    Greenville, SC job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies. Adhering to all operational, security, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role. Preferred Qualifications: Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience. Ability to build, deepen and retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $29k-34k yearly est. Auto-Apply 38d ago
  • Commercial Banker

    United Bank, Inc. 4.2company rating

    Greer, SC job

    The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio of existing and new loan customers including cross-selling new loans, products and services while ensuring compliance with the Bank's lending policies and procedures. A Commercial Banker's main focus is on loan amounts $1 million and up. RESPONSIBILITIES: * Analyze loan markets to develop new prospects and build a strong portfolio of commercial customers. * Maintain positive, professional relationships with customers and continue communication for growth of portfolio. * Production focused to build a book of business. * Analyze applicant's financial status, credit, and property evaluation to determine feasibility of loan request. * Compiles loan documentation and facilitates loan structure with applicant and ensures the commitment letters are prepared and delivered. * Has full understanding of commercial real estate appraisals and is able to review and evaluate appropriately. * Actively participates in the Community by attending events and being active in organizations to promote the Bank's business products and services and build relationships. * Ensures loan closing and funding activities occur timely. * Identify complex situations, review related information to evaluate and develop an acceptable solution. * Stays informed and current on lending practices and communicates as necessary on updates needed to the Bank's policies to remain working within the bank's policy guidelines. * Maintains knowledge of compliance requirements for banking. Handles all customer interactions and file records in compliance with federal and state regulations. * Maintains product knowledge for establishing full banking relationships with commercial customers. * Other duties and projects as assigned. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree required, preferably in business, finance or another related field * Minimum of four (4) years of related experience in Commercial Banking is required. * Formal credit analysis training and working experience in applying is required * Proficiency in Microsoft Office Products is required * Ability to organize and analyze complex financial data is required * Knowledge and understanding of all federal and state regulations regarding lending and related departments and ability to stay current is required * Excellent analytical and mathematical skills and ability to make a credit decision is required * Excellent verbal and written communication skills is required * Demonstrated high level of professionalism and maturity is required * Ability to work off normal work schedule to meet customer needs as well as attend community functions and events for business development is required * Minimal travel within assigned market is required KEY COMPETENCIES: * Relationship Building * Sales Driven * Self-Motivated * High Business Acumen Essential Functions: * Sitting or standing for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Greenville Nearest Secondary Market: South Carolina Job Segment: Real Estate, Bank, Banking, Credit Analyst, Banker, Sales, Finance
    $58k-93k yearly est. 50d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Santa Maria, CA job

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Roving Teller

    First Bank 4.6company rating

    First Bank job in Greenville, SC

    The position of Roving Teller is responsible for the same duties as a normal Teller with the only major difference being "roving" from branch to branch within a region - performing routine and intermediate branch and customer services duties: accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository and vault duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Travel to various branches to fill-in as needed is required of this position. ESSENTIAL FUNCTIONS: * Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts. * Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing or depositing. * Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers. * May assist in opening and closing the vault daily; assists in balancing vault currency and coin. * Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority. * Issues official checks, traveler's checks and gift cards. * Cross-sells the Bank's other products and services, referring customers to appropriate staff as indicated. * Performs safe deposit duties by controlling access and assisting customers. * Receives and processes stop payment and hold orders. * Accepts loan, credit card and installment payments. * Balances cash drawer daily and verifies cash being bought from and sold to the vault. * Provides effective customer service and assists in resolving problems within given authority. * Records, files, updates information and sorts' mail or reports as required. * Answers telephones and directs callers to proper Bank personnel. * Processes teller work through branch capture and assists with imaging research. * May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) * Processes address changes, check orders, traveler's checks, incoming and outgoing collections, change orders and deposit slip corrections. * Type's routine letters, reports and forms. * Maintains files, copies and faxes documents, and orders and distributes supplies. * Takes steps to ensure security of Branch personnel & Bank procedures. * Fully understands opening/closing procedures, as well as all other security procedures. * May prepare and verify order of shipment of currency. * Driving from location to location within a given region - must possess a valid driver's license. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED) or equivalent work experience. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $30k-34k yearly est. 28d ago
  • SBA Eligibility Review Officer I - Onsite: Huntington Markets

    Huntington Bancshares Inc. 4.4company rating

    Greenville, SC job

    Huntington Bank is looking for an SBA Eligibility Review Officer I. Duties & Responsibilities: * Maintains an individual pipeline of work, with loans typically having customer exposure up to $1 million. * Appropriately assess eligibility of borrower(s), co-borrower(s), guarantor(s) assuring that, if needed, the SBA guarantee can be enforced. * Interacts with the internal SBA Sales and Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning. * Reviews use of proceeds, orders SBA Number, prepares SBA Loan Authorization and other SBA forms and is responsible for ensuring the loan meets all SBA/USDA requirements. * Reviews all reports and information received with respect to SBA/USDA eligibility requirements to determine if terms and conditions of the SBA credit approval will be met. This includes review of franchise agreements, purchase agreements, bank notes, and business plans. * Researches and resolves servicing questions from the SBA and internal personal to ensure the guaranty can be maintained. * May be asked to advise Financial Recovery Group (FRG)) colleagues in properly working out, liquidating, and litigating SBA loans. May also be required to submit final wrap up reports to the SBA once resolution has been made. * May serve as main point of contact to commercial loan servicing colleagues to ensure proper accounting and reporting of all SBA loans (1502 Report). * Performs other tasks as needed to support the line of business and job family. Basic Qualifications: * Bachelor's Degree and 1 year of direct SBA/USDA lending/due diligence experience * In lieu of a Bachelor's Degree, a minimum of 3 years of direct SBA/USDA lending/due diligence experience Preferred Qualifications: * Bachelor's degree in Finance, Accounting, Business or Economics * Knowledge of the SBA Standard Operating Procedures (SOP). * Ability to clearly document and communicate eligibility conditions to close in accordance with the SBA Standard Operating Procedures. * Good interpersonal skills and the ability/desire to work in a fast-paced production environment are critical to be successful in this role. * Ability to multi-task. * Knowledge of SBA/USDA loan programs. * TSoft and SBA Etran experience are preferred. * Excellent PC skills to include Excel, Word, Outlook, AFS and Velocity. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: Total Base Pay Range 49,925.00 - 92,575.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $84k-108k yearly est. Auto-Apply 40d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Camarillo, CA job

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Hobe Sound, FL job

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Leesburg, VA job

    This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago

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