Investment banker jobs in Tennessee - 583 jobs

FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller. Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service. FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary. If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team. What is in it for you: Opportunity for pay increases as soon as 60 days Incentive Compensation Paid training Paid vacation Paid personal leave Medical/Dental/Supplemental Insurance 401k Plan Paid death benefit Employee Assistance Program Paid holidays Flexible scheduling with Sundays off Promotes from within Growth/Career opportunities Equal Opportunity Employer

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

Financial Service Representative (Bank teller) Position starts March 2026Schedule: Full-time Mon-FriHours may vary based on branch needs A local bank is seeking a professional and customer-focused financial service representative to support daily branch operations in Crossville. This role is responsible for providing exceptional customer service while handling a variety of banking transactions and assisting customers with account services. The ideal candidate will have prior cash-handling experience, strong attention to detail, and the ability to communicate confidently with customers. Responsibilities Provide courteous, accurate, and efficient customer service Process customer transactions, including deposits, withdrawals, and check cashing Record and balance transactions; reconcile cash drawers daily Count, package, and maintain currency accurately Exchange foreign currency when applicable Promote and educate customers on bank products and services Maintain strict confidentiality of customer and financial information Collaborate with other bank team members to ensure smooth operations Assist customers with online and mobile banking, PIN/password resets, bill pay setup, and troubleshooting Ensure compliance with bank policies, procedures and security standards Requirements Minimum of 1 year of customer service experience Minimum of 1 year of cash-handling experience Previous banking experience preferred Strong attention to detail and accuracy Excellent communication and interpersonal skills Ability to maintain confidentiality and adhere to banking regulations Reliable transportation and a strong attendance record Able to pass a drug screening Able to pass a background check Benefits Weekly pay Healthcare coverages available If you enjoy working with customers and building strong relationships, this may be the opportunity for you. If you are detail-oriented, comfortable handling financial transactions, take pride in professionalism, reliability, and accuracy, we encourage you to apply! #Experienced25

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

The Financial Service Representative (FSR) delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. FSRs regularly apply policies and best practices based on FirstBank and financial industry knowledge. Essential Duties and Responsibilties: Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate. Answer customers' questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities. Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed. Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program. Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate. Perform Financial Center operations activities in a support or lead role, which may include but is not limited to: Assist customers with safe deposit box entry and accurate log maintenance. Account maintenance, wire transfers, fraud packets, etc Process reports as needed, including but not limited to the Nonsufficient Funds (NSF) report. Assist in a Teller capacity when needed. Financial Center Security Coordinator duties and/or Financial Center Disaster Recovery Notebook procedures as needed and required. Provide consistent, distinctive service to all customers when delivering the FirstBank service experience. Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols. Regular and reliable attendance. Perform other duties as assigned. Qualification: Education: High school diploma or the equivalent required Experience: Minimum of two years. Banking or sales environment experience is required. Certifications and Licenses: National Mortgage Lending Service (NMLS) certification and Notary preferred. Must be bonded within first six months of employment. FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.

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

Who We Are: We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Who You'll Work With: The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations, and sales teams. Interns will play a key role to provide support in all aspects of the business. Specific responsibilities and activities may include: Project-based initiatives related to process improvement and portfolio strategies. Data Analysis. Partnering with team members to best support the goals of the group. Interacting and networking with professionals throughout the firm to fuel career success needs. What You'll Do: The Portfolio Implementation Summer Internship will provide students with firsthand exposure to careers in asset management, investment research, and financial services. Summer Interns will be placed in one of the following groups: Equity Portfolio Management Group Equity PMG will allow the intern to gain exposure as to how investment managers get their equity, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how both quantitative and fundamental research is used in the context of managing equity mandates. Fixed Income Portfolio Management Group Fixed Income PMG will allow the intern to gain exposure as to how investment managers get their bond, currency and derivative investment ideas implemented. The intern will work on day-to-day tasks as well as project work to improve the effectiveness of portfolio management techniques and to experience how technology is being used to enhance our investment process. Multi-Asset & Hedge Fund Solutions Management Group Multi-Asset Strategies PMG supports the implementation of the systematic, outcome oriented and income driven investment solutions. The intern will learn how various instruments are used in order to implement the various investment ideas. Day to day tasks and project work will help to improve the efficiency of our portfolio management processes. They will gain an understanding of the complex structures and sub strategies that can be combined to meet the needs. What We're Looking For: Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business, or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us December 2025 through May/June 2027 Bachelor's degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts. Cumulative GPA of 3.2 or better. Must be a U.S. Citizen or Permanent Resident (must be able to work in the U.S. without visa sponsorship now or in the future.) Candidates must be available to work full-time from June through August. Selected candidates will need to successfully complete a thorough background check. It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule. An interest in the financial markets, industry regulations, and portfolio management. Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios. The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment. Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization. An ability to think holistically, understand end-to-end processes and reconsider the status quo. A proactive and inquisitive approach toward new challenges and problem solving. How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another and providing you with the opportunity to showcase your newly learned skills as a commitment to your growth! That's why we've crafted an exciting training program that will include, but not limited to, the topics listed below: Introduction to Capital Markets Advanced Technology Trainings such as Python, PowerBI, SQL, etc. Diversity Equity & Inclusion programming Mentoring Program Career Compassing Networking opportunities Investment case studies Social outings with your intern class All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, Tennessee

If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you. Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities. Be the Face of Our Legacy Imagine starting your day in one of our 32 office locations, greeting neighbors who soon become more than customers-they become part of your story. In a Retail role, you're the trusted face of Wilson Bank & Trust, building relationships that last for generations. You'll know the “regulars” by name, and they'll know you as “their banker”, the person they turn to for life's most important financial decisions. Over time, your career grows alongside theirs-you'll teach the next generation of bankers while still cheering on the families you've served for years. This isn't just a job; it's a chance to become a cornerstone in your community and a lifelong partner in people's financial journeys. JOB SUMMARY: The Community Banker II performs customer service representative and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts. The Community Banker II assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker II reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Perform customer service representative and new accounts duties based on customer demand Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Maintain knowledge of new and existing products and services Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers Responsible for exception resolution Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner Attend training as requested Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Participate in outside community activities as required Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 3 years of retail banking experience preferred Proficient with Microsoft Office and other standard software applications Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Willing to grow and be challenged Comprehensive Benefits & Recognition: We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. Grow With Us: “Grow With Us” is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank , exploring diverse career paths through our Banker Academy Program , or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.

About Company: We're officially a Great Place To Work ! We've always believed that supporting our team is just as important as supporting our patients. Now, we're proud to share that we've earned Great Place To Work Certification - based entirely on feedback from our own employees. Read more here: ************************* This certification reflects the culture we've worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership. At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being. Our benefits include: Medical Coverage - Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits. Expanded Coverage - Options for domestic partners and a wider network of in-network providers. Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching. Voluntary Coverages - Pet insurance, home and auto insurance, family legal services, and more. Student Loan Repayment - Available for nurses and therapists. Retirement Benefits - 401(k) plan through Voya to help employees plan for the future. Generous PTO - A robust paid time off policy to support work-life balance. Voluntary Benefits for Part-Time Employees - Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week. At Bradford Health Services, we don't just invest in our patients-we invest in our people. About the Role: The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, explain charges, and resolve any discrepancies. By providing clear and compassionate communication, this role helps reduce patient stress related to medical bills and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to maintaining accurate financial records and enhancing patient satisfaction through effective financial service delivery. Minimum Qualifications: High school diploma or equivalent required; associate degree or higher preferred. Previous experience in patient financial services, medical billing, or a related healthcare administrative role. Strong understanding of medical insurance terminology, billing processes, and healthcare regulations. Proficiency with electronic health record (EHR) systems and billing software. Excellent communication and customer service skills. Preferred Qualifications: Certification in medical billing or coding (e.g., Certified Professional Biller or Certified Coding Specialist). Experience working with multiple insurance providers and familiarity with Medicare and Medicaid billing. Knowledge of healthcare compliance standards such as HIPAA. Bilingual abilities to assist a diverse patient population. Demonstrated ability to handle sensitive financial information with discretion and professionalism. Responsibilities: Respond promptly and professionally to patient inquiries regarding billing statements, insurance coverage, and payment options. Verify patient insurance information and eligibility to ensure accurate billing and reimbursement. Assist patients in setting up payment plans and provide guidance on financial assistance programs when applicable. Collaborate with internal departments such as billing, coding, and insurance to resolve account discrepancies and denials. Maintain detailed and accurate records of patient interactions, payments, and account adjustments in compliance with healthcare regulations. Skills: The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Analytical skills are essential for reviewing patient accounts, identifying discrepancies, and collaborating with insurance companies to resolve issues efficiently. Proficiency with billing software and electronic health records enables accurate data entry and account management, which supports timely and correct billing processes. Customer service skills are critical in managing patient interactions with empathy and professionalism, helping to reduce patient anxiety related to financial matters. Additionally, knowledge of healthcare regulations and compliance ensures that all financial transactions and patient information are handled securely and ethically.

Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations. What You'll Do Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice. Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs. Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets. Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions. Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners. Community Engagement: Actively participate in community events to enhance visibility and attract new prospects. Compliance: Ensure adherence to all compliance training and regulatory requirements. Requirements For Success 5+ years in private banking and/or wealth management. Strong understanding of wealth management and planning concepts. Expertise in consumer and commercial credit structuring and lending practices. Proven track record in business development and client acquisition. Bachelor's Degree. Preferred Professional Designations: CFP, CFA, CPA, and/or JD. Life and Health Insurance. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. ESSENTIAL FUNCTIONS * Actively participates in a business development plan to increase the Bank's loan and deposit portfolio * Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts * Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services. * Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services. * Resolves customer problems and assists with general inquiries. Provides superior service to customers. * Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels * Develops and utilizes COI network to generate new business * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations. * Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements * Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience * Experience: Minimum 3-5 years Business Banking or Private Banking experience; 3 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities. * Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines. * Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Freddie Villacci State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Freddie Villacci State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. Role and Responsibilities: As a Sales Representative with Freddie Villacci State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. About Freddie Villacci State Farm Agent since 2008 in Chicago, IL Serving State Farm Customers for over Twenty Years Lifelong resident of Chicago, IL Handled State Farm Auto & Home Insurance Claims Former State Farm National Catastrophe Representative Focus on Auto, Home & Life Insurance in Chicago Focusing on State Farm relocations to Chicago, IL area Focused on Condo & Renters Insurance in Chicago Serving the Life Insurance needs of Chicago, IL State Farm Chairman's Circle Lifetime Member of State Farm's Presidents Club Member of Million Dollar Round Table Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS Weekdays 9AM-5:30PM

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Paid time off Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Profit sharing Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Achieve mutually agreed upon marketing goals Experience in marketing Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Title: Personal Banker I, II, III Department: Retail Banking Reports To: Branch Supervisor FLSA Status: Non-exempt Expectations for All Team Members: Supports Legends Bank's Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve. L - Lead; E - Engage; G - Grow: E - Excel; N - Notice; D - Do; S - Serve Summary/Purpose: Responsible for efficiently processing a variety of customer transactions while providing the highest level of customer service. Helps build solid customer relationships by identifying bank products and services beneficial to the customer. Essential Duties and Responsibilities for Personal Banker I: Other duties may be assigned. Be a positive and engaged teammate treating customers and partners with high quality service and professional and respectful communication. Greets customers instantly upon entering the branch and facilitates a welcoming and customer focused environment. Alert to customers' needs and ability to suggest appropriate products/services. Provides brochures as needed for banking services with sufficient knowledge to discuss each product we offer. Processes customer transactions efficiently and accurately in a slower or fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures. Properly completes bank documents in accordance with bank policy and procedure (i.e. non-negotiable item logs, Currency Transaction Reports, general ledger tickets, forms, etc.) Receives checks and cash for deposit/payout after verifying signatures, customer account balances, and examining checks for endorsements, legitimacy, etc. Processes customers' transactions into bank teller system to record transactions, and issues computer generated receipts. Balances currency, coin, and checks in cash drawer throughout the day ensuring totals match with data displayed on teller system. Follows branch security in accordance with bank policy to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure by securing cash drawer, keys, combinations, and non-negotiable items, maintaining the established cash drawer limits, placing necessary holds, examining account titles and balances, verifying signatures of signers on accounts, performing dual control where assigned, etc. Daily removes, records and processes deposits from night depository adhering to bank policy and procedure, assists customers with safe deposit box assistance and verification, accepts/processes loan and utility payments. Builds customer loyalty by developing relationships, making customer care calls and offering exceptional customer service. Teller Certification. Additional Duties and Responsibilities for Personal Banker II: Increased check cashing limit from $500 to $2,500. Responsible for handling the branch ATM operations, such as opening/closing, recording and processing deposits, loading cash dispensers, balancing the ATM and ensuring its security. Ability to initiate/execute customer wire transfer of funds following appropriate bank policy and procedure. Responds to customer inquiries and requests. Informs and advises customers of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity. Provides appropriate online and account/debit card maintenance to include stop payments, address changes, closing accounts, HAS contribution forms. Orders customer checks as necessary. Assists other bank personnel in resolving any customer issues. Ability to operate and balance vault following appropriate controls, according to bank policy and procedure. Ability to operate a Cash Dispenser, Integrated Teller Machine (ITM) or other bank technology as appropriate for position. Attends and participates in training courses/certifications to advance job/customer service and products knowledge. Help achieve branch referral/deposit/loan goals by promoting/cross-selling other bank products and services as appropriate to customer needs. Personal Banker Certification. Additional Duties and Responsibilities for Personal Bank III: Increased check cashing limit to $5,000. Ability to sign cashier's check to $25,000. Evaluates customer needs to obtain information and explain available financial services such as savings, consumer/business checking accounts, Individual Retirement Account, Certificates of Deposit, HSA, Estates, savings bonds, and securities. Advanced product knowledge Prepares, compiles and inputs into computer new customer information on each account opened ensuring completeness/accuracy of documentation and forwarding to appropriate personnel within time limits as according to bank policy and procedure. Ability to identify the needs of the customer and communicate the appropriate bank products as necessary. Instrumental in achieving branch referral/deposit/loan goals by promoting/cross-selling bank products and services as appropriate to customer needs. Help ABM & BM mentor Personal Banker I&II's. Backup to ABM for account opening and signing authority. History of achieving branch referral/deposit/loan goals by qualified referrals and cross-selling bank products. Skills and Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strong multi-tasking skills and great attention to detail. Basic math, problem solving, ten key and computer skills. Security conscious with excellent organizational skills. Enthusiastic personality. Communicates effectively with customers and inspires confidence - skilled enough to take care of customer assets and needs. Must enjoy working with the public and be able to handle large sums of money comfortably. Proficient computer skills. A team player working well with others and flexible in working hours; must have the ability to work a Saturday rotating schedule as assigned and extended hours from time to time. Proactive and self-directed with the ability to prioritize. Must report to work promptly and regularly according to work schedule. Must be professional and calm under pressure. Education and/or Experience: Personal Banker I - High school diploma or equivalent required; one to six months related experience and customer service training. One year banking/customer service experience preferred. Excellent customer service following Personal Banker procedures. Minimal transaction errors. Personal Banker II - High school diploma or equivalent with minimum of one year Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I skills; ability to balance Vault and ATM, order customer checks and perform wire transfers and account/debit card maintenance; sufficient consumer account opening, product knowledge and referral history. Ability to operate a cash dispenser and/or Integrated Teller Machine (ITM). Completion of Teller Certification. Personal Banker III - High school diploma or equivalent with minimum of two years Teller/Personal Banker experience required; demonstrate proficiency of Personal Banker I&II skills; product knowledge and Account Opening skills, cross-selling bank products to achieve consistent referral history. Training abilities to help mentor Personal Banker I & II with patience and kindness. Assist ABM or BM with any branch need. Completion of Personal Banker Certification course. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job to include standing for long periods of time, close/far vision, use of arms, hands and fingers, some bending, stretching, reaching and lifting up to 30 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth. About Us SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way. Your Role as a Financial Services Representative As a Financial Services Representative (FSR), you'll play a vital role in our mission. Your responsibilities will include: Embodying SmartBank's Core Values and Core Purpose. Follow and embrace the SmartBank Way Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels. Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available. Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information. Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval. Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders. Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off. Qualifications for the Ideal Candidate To excel in this role, you should possess the following qualifications: High School Diploma or equivalent. Prior experience in cash handling. Exceptional customer service skills. Work Schedule The Financial Services Representative typically works during standard business hours from 8:30 a.m. to 5:00 p.m. Monday through Friday. SmartBank Associate Benefits SmartBank can offer you a comprehensive benefits package, including: Medical, dental, vision, life, and disability insurance. A 401(k) plan with an employer match of up to 4%. Generous paid time off (PTO), including a minimum of 3 weeks. SmartFlex Days. Up to 11 Paid Company Holidays. Mental health benefits, include 8 free sessions with a coach or certified professional. Paid community involvement opportunities. Company-provided apparel at no cost. Learning and development opportunities, including professional and career development and tuition reimbursement. Are you ready to be a part of the SmartBank team and experience all these incredible benefits? We look forward to welcoming you to our exceptional team!

Job DescriptionBenefits: Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek a bi-lingual energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Signing Bonus in the range of $500 - $1,000 Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Self-motivated Ability to work in a team environment Bilingual - Spanish preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Imperial Dade has a Financial Services Representative role available in Nashville, TN! Join a strong and continuously evolving group, helping to continue to grow our business. If you're eager for your next opportunity, Imperial Dade is a great place to take that next step. The Financial Services Representative manages a portfolio of customer accounts to ensure the collection and resolution of past-due customer invoices. You will: Manage customer accounts within assigned portfolio (review order holds, collect receivables, monitor risk, assess and analyze creditworthiness) Identify problem accounts, write-offs, and related adjustments, and lead work until resolution. Provide impactful, proactive action plans via frequent monitoring of past due percentages. Negotiate payment arrangements; create strategic action plans to enhance cash flow timeliness Collaborate with the Business Operations and Cash Applications teams to resolve open credits & refunds Manage compliance with required internal controls and departmental procedures. Maintain portfolio to support functional metrics (past due percentage, average days past due, days sales outstanding, etc.) You have: 5+ years of B2B collections work experience and sound knowledge of the order-to-cash process Bachelor's degree in accounting or finance preferred, not required Ability to quickly build rapport with customers externally and stakeholders internally Proficient in Microsoft Office

MISSION Grow a career in banking while creating a positive, distinctive banking experience through efficient, accurate and knowledgeable interactions with every client. ESSENTIAL FUNCTIONS Contributes to the success of the team by actively participating in shared responsibilities and goals. Completes a variety of client transactions in an accurate and efficient manner. Upholds numerous compliance and regulatory requirements while operating in a time pressured environment. Engages in client communication to determine and meet various needs and expectations. Seizes opportunities to continue education that improves skills and knowledge. QUALIFICATIONS Bachelor's degree or equivalent experience preferred Previous experience in a client service industry preferred Demonstrated knowledge of Citizens National Bank Proficient in technology based systems Proficient in professional written and verbal communication COMPETENCIES Work Ethic : Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile Honesty & Integrity : Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully Positive Attitude : Exhibits passion and excitement over work; has a can-do attitude; coachable Teamwork : Works collaboratively across the organization to uphold our company mission; breaks down silos Efficiency : Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come Flexibility : Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change Calm Under Pressure : Maintains stable performance when under heavy pressure or stress; not reactive Communication : Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email Commitment : Being dedicated to the same mission as the company; cultural fit Good Judgment : Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures Professionalism : Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability Intelligence : Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information BENEFITS Medical, Dental and Vision - 100% paid for the employee Life Insurance 401k Short Term and Long Term Disability Paid Time Off Additional Voluntary Benefits Requirements General hours are Monday through Friday from 9:30AM to 7:00PM and Saturdays from 8:30AM to 2:00PM. We are an equal opportunity employer and welcome all qualified candidates to apply.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Training & development Tuition assistance Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent Are you a motivated and customer-focused professional with 3+ years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where youll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals. In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions. What Youll Do: Consult with customers on comprehensive financial planning and investment options to meet their unique goals. Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives. Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth. Collaborate with the Agent to develop effective strategies for financial planning meetings. Ensure all activities comply with financial regulations and industry standards. What Were Looking For: 3+ years of experience in financial services, demonstrating your expertise and commitment to client success. Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred. Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently. A genuine passion for helping others protect their financial future and achieve peace of mind. If youre ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!