First Reliance Bank jobs in Mount Pleasant, SC - 35 jobs
Deposit Operations Specialist - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team!
The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve.
Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30)
Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week)
This position is available in both our Charleston and Florence markets.
Deposit Operations Duties and Responsibilities:
* Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws.
* Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items.
* Wire Transfers - Accurately and timely processing of wires per the procedural requirements.
* Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks.
* System Report Review - Review of Synergy Reports.
* Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly.
* Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting.
* Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance.
* Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research.
* Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request.
Deposit Operation Requirements and Qualifications:
* High school diploma
* Experience in banking; 3-5 years minimum
* Experience in ACH/debit card disputes and check fraud; 1 year minimum
* Exceptional analytical skills with meticulous attention to detail
* Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes
* Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.)
* Advanced Verbal, written communication, and customer relation skills
* Ability to interact and contribute to a team environment with all strength levels and independently
* Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately
* Continuous cheerful outlook in a high demand and high accuracy environment
* Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers
* Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must
* Procedure Writing Experience
$35k-47k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Sr. Teller - Charleston
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
At First Reliance Bank, our tellers do more than handle money; they establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Sr. Teller to join our Mount Pleasant, SC Office! The ideal candidate will have familiarity with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Teller Duties and Responsibilities:
* Daily transaction management of all tellers at counter and drive through window.
* Responsible for scheduling to ensure service standards are met.
* Ensures flexible and proactive planning is done to accommodate use of part time for vacancies, training, vacations and sick leaves.
* Expert level understanding of all FRB products and services.
* Takes ownership for customer problems/situations and ensures that they are resolved, and that customer is satisfied.
* Understands issues/situations by separating emotion from fact and elevating the issue to their supervisor if needed.
* Actively participates in branch events.
* Proactively spots opportunities to cross sell services and or make referrals to meet customer needs.
* Provides training as needed of Teller team.
* Identifies performance gaps and provides feedback to the Branch Manager for coaching routines with teller.
* Accurately prepares branch balancing report.
* Ensures all associates are fully aware of and understands procedures during and after a robbery.
* Manages vault and maintains proper cash levels.
* Demonstrates proper handling of all teller transactions.
* Understands and applies policies and procedures for safe deposit box, night depository, and vault transactions.
* Demonstrates proper application of compliance regulations.
* Responsible for ensuring all tellers are familiar with proper branch opening and closing procedures.
* Understands and demonstrates proper use of transactions for closing accounts, Reg CC holds, stop payments, and bonds.
* Adheres to all internal and regulatory guidelines.
* Uses proper online tools for making and tracking referrals.
* Ensures accurate completion of night deposit and courier bags.
Teller Requirements and Qualifications:
* High School Diploma or Equivalent.
* 2 or more years' experience as a Teller.
* Strong customer service skills
* Ability and desire to interact and contribute to a team environment.
* Solid computer knowledge
* Strong attention to detail.
* Problem solving and error resolutions skills.
$30k-34k yearly est. 10d ago
Senior Sales & Service Representative (Universal Banker)
First Citizens Bank 4.8
North Charleston, SC job
Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment solutions and digital access products; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role.
The successful candidate will demonstrate:
Influence: Capable of building rapport with different personalities to drive positive results
Sales Outreach: Self-starter that is disciplined to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
* The essential functions of the job include, but are not necessarily limited to, the following:
* Proactively engaging customers in conversation about their financial needs
* Opening deposit accounts and ancillary banking products
* Facilitating customer awareness and education of bank services, including digital banking capabilities
* Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
* Processing transactions and other account servicing requests
* * Bi-Lingual (English/Spanish) Preferred
Qualifications
High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales, Cash Management, Banking
* Bi-Lingual (English/Spanish) Preferred
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$55k-75k yearly est. 4d ago
Business Relationship Support Specialist
Wells Fargo 4.6
Charleston, SC job
**About this role:** Wells Fargo is seeking a Business Relationship Support Specialist as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:**
+ Be accountable for a complex portfolio of customers
+ Share leadership role with managers to oversee a portfolio of accounts
+ Identify opportunity for process improvements within the portfolio
+ Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
+ Verify compliance and report identified issues for resolution
+ Make decisions on complex customer issues
+ Partner with managers to resolve issues and provides status updates on implementations
+ Develop expertise in the policies, procedures, and compliance requirements
+ Handle complex customer issues which include escalation and resolution
+ Lead team and serve as a subject matter expert for the department
+ Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
+ Interact with internal customers
+ Receive direction from leaders
+ Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
**Required Qualifications:**
+ 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Knowledge and understanding of middle market commercial banking
+ Customer service focus with the ability to listen to customer needs and recommend solutions
+ Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
+ Ability to work effectively, as well as independently, in a team environment
+ Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
+ Treasury experience
+ Ability to manage client relationships
+ Excellent verbal, written, and interpersonal communication skills
+ Intermediate Microsoft Office (Word, Excel, and Outlook) skills
+ Strong attention to detail and accuracy skills
+ Strong organizational, multi-tasking, and prioritizing skills
+ Face-to-face customer service experience
+ Knowledge and understanding of business banking compliance controls, risk management, and loss prevention
+ Experience partnering/collaborating with Commercial Banking Group and/or a Wholesale group
+ This position is within the Centralized Signer Maintenance Team, providing support to various In-Market Division Business Partners
+ Knowledge and experience with various systems/applications to support our Business Partners and their clients, includes Hogan/SVP, HART Tool, WCIS, Cornerstone, TM Legal Wizard, WCAO, ServiceView, eDiv, DIPR
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
+ May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
\#commercialbanking
**Location:**
+ 320 Broad Street- Charleston, South Carolina 29401
**Pay Range:**
Charleston- South Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations)
Required location listed above. Relocation assistance is not available for this position
**Posting End Date:**
25 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-513726
$60k-91k yearly 1d ago
Sales & Service Representative (Teller)
First Citizens Bank 4.8
Charleston, SC job
Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
The successful candidate will demonstrate:
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
Agility: Able to process information and move quickly through problem resolution
Responsibilities
* The essential functions of the job include, but are not necessarily limited to, the following:
* Engaging customers in conversation to understand their banking needs and preferences
* Processing transactions accurately and efficiently
* Providing assistance with account servicing needs
* Facilitating customer awareness and education of bank services, including digital banking capabilities
* Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Qualifications
High School Diploma or GED and 6 months customer service experience
Preferred Area of Experience: Sales
Skill(s): Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$31k-38k yearly est. 5d ago
Branch Small Business Banker (SAFE)
Wells Fargo 4.6
Mount Pleasant, SC job
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
* Service business customers with their business needs in a branch environment
* Carry out business banking focused functions over the phone
* Present recommendations for resolving more complex situations
* Provide information to colleagues, internal partners, and stakeholders, including customers
* Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
* Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
* Participate in community organizations and build relationships with centers of influence
* Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
* Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
* Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
* 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
* Fluent in Spanish a plus
Job Expectations:
* This position is not eligible for Visa sponsorship.
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
19 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$40k-75k yearly est. 4d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Mount Pleasant, SC job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$51k-84k yearly est. 34d ago
Universal Banker - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
Job Description
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our
Mt. Pleasant Office
! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.
Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.
Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.
Universal Banker Requirements and Qualifications:
Associates Degree or equivalent education and related training
Two years of client sales and service experience (preferably in Banking).
Cash-handling experience
Excellent communication, customer service, and time-management skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to pass a background check
Strong dedication to accuracy and efficiency
$31k-38k yearly est. 3d ago
Sales Support Specialist
First Citizens Bank 4.8
Charleston, SC job
This position supports Bank products and services in the execution of daily sales activities at an advanced level of service ability. Reviews financial information or participates in client support activities in order to identify sales opportunities for the wider business unit. Facilitates the sales process by preparing necessary documentation. Ensures client satisfaction by answering inquiries, addressing account or product discrepancies, and handling support issues. Supports account servicing issues that require further resolution or investigation. May provide guidance to less experienced specialists in the work group.
Responsibilities
* Service & Support - Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business.
* Documentation - Prepares documentation presented to clients. This may include proposals, service agreements, and implementation forms.
* Data Analysis - Sources, compiles, and interprets financial data. Performs analysis to determine trends in market, product, or client information.
* Product Specialist - Provides knowledge in area of work. Assists in process troubleshooting for both internal and external parties. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
Qualifications
Bachelor's Degree and 0 years of experience in Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations
License or Certification Type: null null
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$29k-35k yearly est. 10d ago
Registered Wealth Management Client Associate
Bank of America 4.7
Mount Pleasant, SC job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Position Overview:
The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients
Lead end-to-end onboarding and maintenance activities for new and existing clients.
Provide products and services to each client, working with cross line of business partners
Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
Act as a key team member leading our clients' digital experience with the firm
Create ease of access and interaction, while protecting their privacy and security
Find opportunities to innovate every day
Key Qualifications for the role:
Candidates are required to currently hold Series 7 & 66 or 63/65
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking products
Energetic individual that is self-motivated, coachable, and flexible in thought
Enjoys a fast-paced environment with changing and evolving responsibility
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs delivering complex solutions
Frequent communication, and an abundance of discretion with sensitive information
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$35k-44k yearly est. Auto-Apply 60d+ ago
Deposit Operations Specialist - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
Job Description
At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team!
The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve.
**Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30)
**Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week)
** This position is available in both our Charleston and Florence markets.**
Deposit Operations Duties and Responsibilities:
Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws.
Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items.
Wire Transfers - Accurately and timely processing of wires per the procedural requirements.
Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks.
System Report Review - Review of Synergy Reports.
Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly.
Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting.
Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance.
Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research.
Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request.
Deposit Operation Requirements and Qualifications:
High school diploma
Experience in banking; 3-5 years minimum
Experience in ACH/debit card disputes and check fraud; 1 year minimum
Exceptional analytical skills with meticulous attention to detail
Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes
Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.)
Advanced Verbal, written communication, and customer relation skills
Ability to interact and contribute to a team environment with all strength levels and independently
Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately
Continuous cheerful outlook in a high demand and high accuracy environment
Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers
Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must
Procedure Writing Experience
$35k-47k yearly est. 5d ago
Financial Services Representative
First Citizens Bank 4.8
Summerville, SC job
A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
Qualities of a successful candidate:
Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
Customer Service Skills: Builds trust and confidence with clients
Adaptability: Has the ability to learn and adapt quickly to new information and technology
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Influence: Capable of building rapport with different personalities to drive positive results
Agility: Able to process information and move quickly through problem resolution
Responsibilities
The essential functions of the job include the following:
Proactive outreach to generate appointments for sales conversations
Sales conversations to understand banking needs and financial goals
Open deposit accounts and originate loans (including real estate secured loans)
Identify referrals for wealth, mortgage and business/commercial banking
Qualifications
Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Area of Experience: Financial services sales, telephone sales License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$26k-34k yearly est. 9d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Mount Pleasant, SC job
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$51k-84k yearly est. 60d+ ago
Sr. Teller - Charleston
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
Job Description
At First Reliance Bank, our tellers do more than handle money; they establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a
Sr. Teller
to join our
Mount Pleasant
, SC Office
! The ideal candidate will have familiarity with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Teller Duties and Responsibilities:
Daily transaction management of all tellers at counter and drive through window.
Responsible for scheduling to ensure service standards are met.
Ensures flexible and proactive planning is done to accommodate use of part time for vacancies, training, vacations and sick leaves.
Expert level understanding of all FRB products and services.
Takes ownership for customer problems/situations and ensures that they are resolved, and that customer is satisfied.
Understands issues/situations by separating emotion from fact and elevating the issue to their supervisor if needed.
Actively participates in branch events.
Proactively spots opportunities to cross sell services and or make referrals to meet customer needs.
Provides training as needed of Teller team.
Identifies performance gaps and provides feedback to the Branch Manager for coaching routines with teller.
Accurately prepares branch balancing report.
Ensures all associates are fully aware of and understands procedures during and after a robbery.
Manages vault and maintains proper cash levels.
Demonstrates proper handling of all teller transactions.
Understands and applies policies and procedures for safe deposit box, night depository, and vault transactions.
Demonstrates proper application of compliance regulations.
Responsible for ensuring all tellers are familiar with proper branch opening and closing procedures.
Understands and demonstrates proper use of transactions for closing accounts, Reg CC holds, stop payments, and bonds.
Adheres to all internal and regulatory guidelines.
Uses proper online tools for making and tracking referrals.
Ensures accurate completion of night deposit and courier bags.
Teller Requirements and Qualifications:
High School Diploma or Equivalent.
2 or more years' experience as a Teller.
Strong customer service skills
Ability and desire to interact and contribute to a team environment.
Solid computer knowledge
Strong attention to detail.
Problem solving and error resolutions skills.
$30k-34k yearly est. 9d ago
Universal Banker - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Mount Pleasant, SC
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our Mt. Pleasant Office! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
* Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
* Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.
* Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.
* Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.
Universal Banker Requirements and Qualifications:
* Associates Degree or equivalent education and related training
* Two years of client sales and service experience (preferably in Banking).
* Cash-handling experience
* Excellent communication, customer service, and time-management skills
* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
* Ability to pass a background check
* Strong dedication to accuracy and efficiency
$31k-38k yearly est. 10d ago
Branch Small Business Banker (SAFE)
Wells Fargo 4.6
Mount Pleasant, SC job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* .
**In this role, you will:**
+ Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
+ Service business customers with their business needs in a branch environment
+ Carry out business banking focused functions over the phone
+ Present recommendations for resolving more complex situations
+ Provide information to colleagues, internal partners, and stakeholders, including customers
+ Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
+ Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
+ Participate in community organizations and build relationships with centers of influence
+ Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
+ Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
+ Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
**Required Qualifications:**
+ 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
**Desired Qualifications:**
+ 1+ year of experience managing a dedicated book of small business customers across assigned territory
+ Knowledge and understanding of book of business
+ Experience using strong business acumen to provide financial services consultation to small business customers
+ Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience building and maintaining effective relationships with customers and internal partners
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer-coaching others
+ Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
+ Fluent in Spanish a plus
**Job Expectations:**
+ This position is not eligible for Visa sponsorship.
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
**Location:** Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308
**Location disclaimer** : Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
**Posting End Date:**
19 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-510262
$40k-75k yearly est. 37d ago
Deposit Operations Specialist - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Charleston, SC
At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team!
The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve.
**Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30)
**Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week)
** This position is available in both our Charleston and Florence markets.**
Deposit Operations Duties and Responsibilities:
Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws.
Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items.
Wire Transfers - Accurately and timely processing of wires per the procedural requirements.
Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks.
System Report Review - Review of Synergy Reports.
Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly.
Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting.
Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance.
Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research.
Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request.
Deposit Operation Requirements and Qualifications:
High school diploma
Experience in banking; 3-5 years minimum
Experience in ACH/debit card disputes and check fraud; 1 year minimum
Exceptional analytical skills with meticulous attention to detail
Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes
Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.)
Advanced Verbal, written communication, and customer relation skills
Ability to interact and contribute to a team environment with all strength levels and independently
Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately
Continuous cheerful outlook in a high demand and high accuracy environment
Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers
Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must
Procedure Writing Experience
$35k-47k yearly est. 3d ago
Sr. Teller - Charleston
First Reliance Bank 3.9
First Reliance Bank job in Charleston, SC
At First Reliance Bank, our tellers do more than handle money; they establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a
Sr. Teller
to join our
Mount Pleasant
, SC Office
! The ideal candidate will have familiarity with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Teller Duties and Responsibilities:
Daily transaction management of all tellers at counter and drive through window.
Responsible for scheduling to ensure service standards are met.
Ensures flexible and proactive planning is done to accommodate use of part time for vacancies, training, vacations and sick leaves.
Expert level understanding of all FRB products and services.
Takes ownership for customer problems/situations and ensures that they are resolved, and that customer is satisfied.
Understands issues/situations by separating emotion from fact and elevating the issue to their supervisor if needed.
Actively participates in branch events.
Proactively spots opportunities to cross sell services and or make referrals to meet customer needs.
Provides training as needed of Teller team.
Identifies performance gaps and provides feedback to the Branch Manager for coaching routines with teller.
Accurately prepares branch balancing report.
Ensures all associates are fully aware of and understands procedures during and after a robbery.
Manages vault and maintains proper cash levels.
Demonstrates proper handling of all teller transactions.
Understands and applies policies and procedures for safe deposit box, night depository, and vault transactions.
Demonstrates proper application of compliance regulations.
Responsible for ensuring all tellers are familiar with proper branch opening and closing procedures.
Understands and demonstrates proper use of transactions for closing accounts, Reg CC holds, stop payments, and bonds.
Adheres to all internal and regulatory guidelines.
Uses proper online tools for making and tracking referrals.
Ensures accurate completion of night deposit and courier bags.
Teller Requirements and Qualifications:
High School Diploma or Equivalent.
2 or more years' experience as a Teller.
Strong customer service skills
Ability and desire to interact and contribute to a team environment.
Solid computer knowledge
Strong attention to detail.
Problem solving and error resolutions skills.
$30k-34k yearly est. 9d ago
Universal Banker - Charleston, SC
First Reliance Bank 3.9
First Reliance Bank job in Charleston, SC
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our
Mt. Pleasant Office
! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.
Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.
Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.
Universal Banker Requirements and Qualifications:
Associates Degree or equivalent education and related training
Two years of client sales and service experience (preferably in Banking).
Cash-handling experience
Excellent communication, customer service, and time-management skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to pass a background check
Strong dedication to accuracy and efficiency
$31k-38k yearly est. 60d+ ago
Relationship Banker - Westwood Plaza Financial Center
Bank of America 4.7
Charleston, SC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40