Financial Representative
Personal Banker Job In Atlanta, GA
**Local Atlanta Candidates Only**
As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded.
Joining the Northwestern Mutual team gives you:
Exclusive access to a variety of custom solutions and services-from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning.
The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years-one with strength, values and a track record of diversity and inclusion.
Qualifications we're looking for:
Bachelor's degree (finance or business preferred but not required).
Reside near or willing to commute to our Vinings location.
Excellent communication and interpersonal skills.
Strong personal financial management acumen.
Track record of success in past roles and/or significant personal achievements.
Strong natural market in Atlanta-area. Well-respected in the community.
Willingness to be coached.
You'll be rewarded with:
Company-paid sponsorship of financial services licensing
: SIE, Series 7, Series 63, State of Georgia Life Accident and Sickness License, and State of Georgia Variable Products
Elite Fortune 100 benefits
: Pension plan, company-funded defined contribution plan, vested renewals, Medical + Dental + Vision + Group Life & Disability Insurance, Family Planning, Life Assistance, and more.
Exceptional income potential
: what you earn is directly related to your sales results and the relationships you develop with clients. FRs are compensated through commissions, local allowances, renewals, and bonuses. In 2024, our firm's average developing advisor revenue (1-4 years of tenure) was $99,038, the average established advisor revenue (5+ years of tenure) was $661,304, and the top 10% average revenue was $2,865,230. Our FRs are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Continuous opportunities for advancement
through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning. You may also choose to become a Financial Advisor or a Wealth Management Advisor of Northwestern Mutual Wealth Management Company .
Continuous learning opportunities
: three company-funded professional designations such as the Certified Financial Planner (CFP ) administered through the American College of Financial Services after 3 years of service.
The chance to pursue a leadership role
. Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice.
Why Northwestern Mutual?
Top 5 ranked U.S. Independent Investment Broker-Dealers
AAA, Aaa, and AA+ | We've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.
$8.2 Billion in dividends expected to be paid in 2025 to our policyholders.
No. 1 - Fortune named us one of the World's Most Admired Life Insurance Companies, 2023
6,700+ financial advisors and professionals serving 5 million+ people we're proud to call clients. 97% of our clients stay with us year over year.
We believe in inclusion. We know that the collective ideas, opinions, and creativity of a diverse workforce is necessary to deliver the innovative financial solutions our clients need.
Since 2012, we've contributed more than $40 million and funded over 500,000 hours of childhood cancer research.
Financial Representative
Personal Banker Job In Peachtree City, GA
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
Financial Representative
Personal Banker Job In Smyrna, GA
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.
Education and training
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications
Passion for bettering members' financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Project Finance Associate Attorney
Personal Banker Job In Atlanta, GA
Akerman LLP seeks a Project Finance associate with 3 to 5 years of transactional experience. Ideal candidate would have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions. Must possess strong academic performance, and have excellent writing and analytical skills. Qualified candidates can be resident in any of our Atlanta, Chicago, Florida, New York, North Carolina, Texas, or Washington D.C. offices. Must possess a Juris Doctorate degree from an ABA accredited law school and be a member of the District of Columbia, Florida, Georgia, Illinois, New York, North Carolina, or Texas bars (depending on office location).
About the Firm
Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at ****************
Firm Recognitions
Top 100 U.S. Law Firms (
The American Lawyer
)
Among the Most Innovative Law Firms (
Financial Times
)
Ranked among 100 Most Prestigious U.S. Law Firms (
Vault
)
Ranked among the Top Large Law Firms for Diversity (
Law360
)
Ranked among the Top 30 Large Law Firms for Gender Equity (
Law360
)
Leadership Council on Legal Diversity, 2023 Top Performer
Equal Employment Opportunity Policy
We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.
Note to Search Firms
Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact **************************** for additional information.
Proprietary Equity Traders Wanted
Personal Banker Job In Atlanta, GA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Equity Trader
Personal Banker Job In Atlanta, GA
Headquartered in Atlanta, EARNEST Partners is an award-winning independent employee-owned asset management firm. EARNEST Partners manages over $30 billion in equities and fixed income assets for clients worldwide, including corporate pension plans, state and municipal retirement systems, foundations, and endowments. We also manage portfolios for high-net-worth individuals through the platforms of some of the largest broker dealers in the world.
We believe the quality and experience of our team is an important competitive advantage.
Do you thrive in a fast-paced environment? Are you eager to learn and grow in a highly intellectual and collaborative environment? If you answered yes, EARNEST Partners is interested in you!
EARNEST Partners is seeking an energetic and talented individual to join our Trading team as an Equity Trader. The role will focus on Institutional portfolio trading across multiple disciplines, both domestic and international, Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This includes trading for new fundings, rebalancing contributions and withdrawals, liquidations, tax harvests, and the overall administration and oversight of our Institutional and Wrap portfolios and their underlying accounts.
Core Responsibilities:
Generate and execute trades within standard operating procedures, seeking best execution, and ensuring regulatory requirements are met.
Audit accounts on a daily basis to maintain alignment with core representative models.
Generate and maintain all trade related reporting functions.
Monitor portfolios, trades and risk metrics.
Recommend and support implementation and documentation of process changes to increase efficiency.
Complete all other relevant tasks issued by senior traders.
Qualifications:
3 - 5 years of financial services experience, ideally in equity trading.
A command of the public markets, ability to assess and evaluate market news and data, and ability to provide portfolio managers with ongoing and relevant information about market sentiment, trading environment, trading volume, price volatility, etc.
High attention to detail.
Risk awareness and strict attention to procedural adherence.
Bachelors and/or advanced degree in Finance, Economic, Mathematics, Accounting, Computer Science, or related discipline.
Ability to work in a high pressure, fast-paced environment.
Demonstrated commitment to adhering to the highest standards of professional ethics.
Hard working and eager to learn in a highly intellectual, collaborative environment.
It's a plus if you have these skills:
Advanced Microsoft Excel skills
Proficiency in a programming language is a plus (eg Python, Java, C++, SQL, C#, Matlab, R, or VBA)
Experience using Wrap Trading platforms such as APL, Envestnet, Fiserv, FolioDynamix, Lockwood Manager Workstation, Morgan Stanley, etc.
The entrepreneurial nature of our team provides opportunities to have a real impact on the long-term direction of the firm.
Please visit *********************** to learn more about our company.
AJC International: Trader (CAE)(Caribbean/PI)
Personal Banker Job In Atlanta, GA
AJC is a world leader in frozen and refrigerated food products, marketing poultry, pork, meat, seafood, vegetables, and fruits around the globe. Our business and customers are located across more than 140 countries on six continents. Our multicultural workforce represents over 37 nationalities speaking more than 36 languages. For more than 45 years, we have focused on one goal - making our clients more successful. To learn more about AJC, visit our website at ***************
Our Opportunity
AJC is looking for an energetic recent college graduate to join our Sales Team in Atlanta, Georgia. The International Trader will be responsible for generating profitable purchases of full container loads of frozen poultry products from North American suppliers for sale to customers around the globe. This role will require occasional domestic and international travel to maintain key supplier and customer relationships. The ideal candidate must be a commercially driven person who is positive, energetic, a quick learner, motivated by challenge, and excited by the opportunity to work in an international environment.
AJC is looking for a motivated and results driven International Sales Professional interested in advancing their sales career with an international company and top exporter of frozen protein products in the U.S. In this sales role you will be responsible for generating profitable sales of frozen food commodities like poultry, pork, and beef to a diverse region while meeting sales plan metrics. This is accomplished by maintaining and increasing current customer accounts and developing new customers through building relationships. The ideal candidate must be a commercially driven person who is positive, energetic, creative, a quick learner who is motivated by challenge and excited by the opportunity to work in an international environment.
Your Day-to-Day
· You will work out of our Atlanta headquarters where you will be exposed to our fun and interactive culture and diverse and talented global team.
· You will interact with people from all over the globe on a daily basis who speak multiple languages.
· Your primary focus will be to generate profitable sales of frozen food commodities like poultry, beef, and pork by calling on customers on a regular basis. You will have constant communication with customers via phone to build long-term relationships.
· You will maintain current and develop new customer accounts mainly via phone and email.
· You will travel to your destination countries 15% of the time or less to visit customers or attend tradeshows.
· You will build relationships internally with purchasing, credit, operations and other departments as well as externally with outside vendors and partners.
· You will be expected to meet or exceed clearly laid out sales metrics and goals by effectively selling our core products and developing new business.
· You will be responsible for maintaining gross profit and tonnage for an assigned account base while managing inventory.
· You will assist operations team with information for transportation movement in order to meet desired shipment schedules and avoid unnecessary costs.
· You will assists the team to grow market share and diversify products and origins sold into the market.
Tools For Success
Essential Skills
To be considered candidates must:
· Have a bachelor's degree. Recent graduates encouraged to apply.
· Speak, read, and write English fluently. Fluency in a second language, especially French, Spanish, or Dutch is a plus.
· Have competent knowledge of Microsoft Office, especially Excel.
· 1-3 years of international sales experience a plus.
Essential Traits
To be successful in this role the ideal candidate should be:
· A self-starter and quick learner.
· Passionate about international sales and building your business.
· Adaptable and creative.
· Persistent and tenacious.
· Able to set sales goals and achieve them.
· Eager to learn and grow.
· Entrepreneurial mind-set.
· Excellent communicator and team player.
·Curious about international trade and learning the trends.
· Detail oriented in workflow processes and resolution.
· Driven, determined, self-motivated and an independent thinker.
· Able to exercise strong judgment in analyzing, appraising, evaluating, and solving complex problems.
· Excellent written and verbal communication skills.
Investment Banker - Mergers & Acquisitions (Middle Market) - Vice President
Personal Banker Job In Atlanta, GA
JobID: 210565129 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00; Chicago,IL $200,000.00-$275,000.00; New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading M&A team.
As a Vice President in M&A, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Bachelors degree in Finance, Accounting, Business, or a related discipline
* Prior work experience in an investment banking front office role
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Trader
Personal Banker Job In Atlanta, GA
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Trader to join their dynamic team.
Aprio is a growing Registered Investment Advisor (RIA) ambitiously scaling over five years. To achieve this vision, we are expanding our team of wealth advisors, merging with advisor practices, and integrating other RIAs into our platform.
Aprio is seeking an exceptional Senior Trader to join the team, reporting directly to the Chief Investment Officer (CIO). The Senior Trader will play a critical role in creating scalable, technology-driven systems and processes that enable our growth while maintaining excellence in service and execution.
The ideal candidate is a CFA charter holder with at least 5 years of trading experience in an RIA environment, with a minimum of 5 years working on the Orion trading platform, including extensive experience with Eclipse. Additionally, they must be highly proficient with both the Fidelity and Schwab custodial platforms.
This is a unique opportunity for an "A" player with deep expertise in designing and deploying technology-enabled, repeatable trading processes. The candidate will have expertise in scaling trading operations, selecting and implementing best-in-class trading systems, and optimizing processes to reduce waste. Experience in supporting M&A activity, integrating trading functions post-merger, and minimizing tax implications for clients is also required.
If you thrive in high-growth environments, are passionate about leveraging technology to solve complex problems, and excel at building scalable systems, we want to hear from you.
Position Responsibilities: Trading Operations Leadership
* Scale trading operations to support the firm's plan of growing AUM 7-fold over 5 years.
* Manage and mentor high-performing traders, ensuring efficiency, accuracy, and alignment with client objectives.
* Develop and implement trading workflows that reduce errors, rework, and wasted time.
Position Responsibilities: Technology and Systems Deployment
* Leverage expertise in the Orion platform, particularly Eclipse, to optimize trading processes and workflows.
* Evaluate, select, and implement cutting-edge trading platforms and tools to support scalable, efficient operations.
* Introduce AI into trading operations and workflows.
* Seamlessly integrate trading system, portfolio management system and CRM platforms to create end-to-end solutions.
* Drive the adoption of automation and technology to reduce manual tasks and enhance accuracy.
Position Responsibilities: Process Optimization and Continuous Improvement
* Design and implement standardized, repeatable trading processes to support scalability and consistency. Identify inefficiencies and implement process improvements to optimize resource utilization and team capacity.
* Establish KPIs and operational benchmarks to measure performance and track progress.
Position Responsibilities: M&A Integration and Tax Optimization
* Lead trading operations integration for newly acquired RIAs and advisor practices.
* Evaluate trading system and operations pre-merger.
* Ensure trading workflows are standardized and aligned post-merger.
* Collaborate with wealth advisors and the investment team to develop tax-efficient trading strategies that minimize client tax implications.
Position Responsibilities: Compliance and Risk Management
* Partner with compliance to ensure adherence to all regulatory requirements and trading best practices.
* Implement controls to mitigate operational risks, including trade errors and execution delays.
Qualifications: Key Competencies
* Technologically Forward: This is mandatory. Deep expertise in trading systems and platforms, including Orion Eclipse, with a proven track record of leveraging technology for efficiency and scalability.
* Execution-Oriented: Demonstrated ability to execute on complex projects with precision and measurable results. Speed matters.
* Systems Builder: Skilled in designing and implementing repeatable processes that support rapid growth.
* Investment Expertise: Deep understanding of public equities and private markets, with a proven ability to identify and execute high-return opportunities.
* Communication Skills: Exceptional ability to articulate complex investment ideas clearly and persuasively to clients and stakeholders.
* Strategic Thinker: Capable of balancing day-to-day trading operations with long-term needs.
* Client-Focused: Committed to delivering optimal outcomes for internal and external clients, including tax efficiency and execution quality.
* Results-driven, operations-focused and detail-oriented.
* Thrives in a fast-paced, dynamic environment.
* Passion for continuous improvement and operational excellence.
* Aligned with the firm's mission to deliver an elite client experience.
Qualifications: Education and Experience
* CFA charter holder required.
* 5+ years of trading experience within an RIA, with at least 5 years of hands-on experience with the Orion trading platform, including Eclipse.
* Proven success in scaling trading operations in a high-growth environment.
* Extensive knowledge and operational experience with both Fidelity and Schwab custodial platforms.
* Strong background in deploying technology and automation to improve trading efficiency.
* Experience in M&A integration, particularly aligning trading functions post-merger.
* Expertise in developing tax-efficient trading strategies.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
* Medical, Dental, and Vision Insurance on the first day of employment
* Flexible Spending Account and Dependent Care Account
* 401k with Profit Sharing
* 9+ holidays and discretionary time off structure
* Parental Leave - coverage for both primary and secondary caregivers
* Tuition Assistance Program and CPA support program with cash incentive upon completion
* Discretionary incentive compensation based on firm, group and individual performance
* Incentive compensation related to origination of new client sales
* Top rated wellness program
* Flexible working environment including remote and hybrid options
What's in it for you:
* Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
* An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
* A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
* Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
* Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
* Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Lawrenceville - Future Roles
Personal Banker Job In Lawrenceville, GA
Who Is Southeast Restoration?
Southeast Restoration is a full-service licensed general contractor specializing in insurance repair. Founded in 1999, Southeast Restoration has been restoring property in Georgia, Alabama, South Carolina and Tennessee. Southeast Restoration has seven locations currently that provide emergency services, mitigation, structural repairs and construction services.
Our Athens location will be moving from Bogart, GA to the
Lawrenceville, GA
area. We are excited to begin taking applications for roles that will become available in the near future and look forward to speaking with you soon!
What we are looking for:
Someone with the heart to serve people in a time of need
Works well on a team, energetic, and looking for a fast-paced ever-changing daily schedule
Passion for personal growth and learning
Benefits:
Paid Time Off Package
Your Birthday off Each Calendar Year
5 Paid Mission Trip Days to be used in service to others.
Safe Harbor 401K with up to 4% Company Match
Health, Dental, Vision, Short Term Disability, Long Term Disability, and Voluntary Life
Purpose:
Restoring Lives. Repairing Property
Vision:
We aspire to bring happiness to our team members and their families, to be an inspiration in our communities, and to make a positive impact on every life we touch.
Values:
Everything Clean ALWAYS!
Make it FUN!
Serve with COMPASSION!
Leave it BETTER than you found it!
C323 - Whatever you do, work heartily, as for the Lord and not for men.
Corporate Banking Associate Relationship Manager
Personal Banker Job In Atlanta, GA
The Associate RM supports a team of Corporate Banking Relationship Managers, Credit Analysts and Portfolio Managers in all aspects of client management, new client acquisition, underwriting and due diligence on large, syndicated loan facilities. This is a fast-track opportunity to move into a Corporate Banking Relationship Manager role.
Private Banker
Personal Banker Job In Atlanta, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
Responsible to acquire, develop and maintain relationships with Affluent and HNW (High Net Worth) clients. Serve as the primary relationship advisor, proactively assessing client needs and effectively meeting the investment, deposit, loan, trust, and planning needs of the client. Acquire client relationships through both internal referrals and external prospecting to generate expanded relationships. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Assess and determine client's investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client's best interest.
* Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals.
* Build a book of business achieving growth targets by meeting client's investment, trust, deposit and Private Banking needs.
* Utilize goal based planning to meet client needs. Prepare and present financial plans providing recommendations on wealth management topics.
* Maintain an organized and consistent calling effort to build a strong network, develop a pipeline of opportunities, and generate client acquisition and expansion.
* Participate in sales meetings and communicate with branches within assigned network on a consistent basis.
* Partner with, coach and build rapport with Branch managers and branch staff within assigned branch network to maximize effectiveness of referrals.
* Partner with Commercial, Mortgage and SBA teammates to develop relationships and client introductions.
* Through interactions with clients and familiarity with their accounts, identify opportunities for cross-selling and for referrals to other areas of Ameris Bank.
* Provide proactive relationship management to clients, and utilize Salesforce and other relevant Ameris Bank systems required to effectively manage client relationships.
* Communicate regularly with the Managing Director Private Banking regarding client interactions and opportunities.
* Participate in community affairs to increase the Bank's visibility and enhance new business opportunities.
* Complete required training in a timely fashion and proactively seek other training opportunities appropriate to the position.
* Meet risk and compliance requirements and policies.
Required Knowledge, Skills and Competencies:
* Relationship management, business development, presentation and sales skills required.
* Requires strong knowledge of wealth management including investments, trusts, employee benefit plans, lending, deposits and financial planning.
Industry and Work Experience:
* Must have a minimum of 8 years sales and client management experience.
* Experience working with internal business partners.
Academic:
* Bachelor's degree in Finance, Business, or related field required
* CFP designation preferred
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* AT&T Employee Discount
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Trader
Personal Banker Job In Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi=task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
Banker Associate-Middle Market Banking-Associate
Personal Banker Job In Atlanta, GA
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Universal Banker
Personal Banker Job In Dunwoody, GA
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.
RESPONSIBILITIES:
Service Area Responsibilities:
* Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
* With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.
Financial Sales Responsibilities
* Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients.
* Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
* Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
* Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
* Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
* Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services
Operational/Regulatory/Security Responsibilities:
* Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
* Comply with all department and company policies, procedures and overall security
* Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
* Work closely with other departments as necessary to troubleshoot and resolve customer situations.
* Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
* Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
* May be responsible for branch opening/closing procedures
* Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow
Qualifications
* High school diploma or equivalent required, Bachelor's degree a plus
* Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
* Prior experience in handling and being accountable for money is required
* Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required
* Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
* Excellent verbal and written communications skills in Spanish or additional language a plus.
* Ability to perform basic math calculations is required
* Demonstrates ability to interact confidently with clients is essential
* Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered.
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office Products (Word, Excel) required
* Understanding and working knowledge of appropriate core banking system is beneficial
* Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
* Demonstrated professionalism is required
* Ability to travel within branch region of up to 15%
KEY COMPETENCIES:
* Relationship and account management
* Business Development
* Accountability
* Organization and Time Management
* Collaboration
Essential Functions:
* Sitting and standing for extended periods of time.
* Ability to reach over teller counter or desk area to receive customer transaction documents
* Ability to lift and carry up to 20 lbs
* Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
* Ability to converse and exchange information with all levels of staff within organization.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via automobile or public transportation
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Nearest Major Market: Atlanta
Job Segment: Banker, Banking, Bank, Financial Sales, Administrative Assistant, Finance, Sales, Administrative
Private Client Banker - Peachtree Blvd and Johnsonferry - Atlanta, GA
Personal Banker Job In Atlanta, GA
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: **************************************************************************
Senior Business Banker - Atlanta
Personal Banker Job In Atlanta, GA
The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market.
Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities. This role places a strong emphasis on prospecting and business development, as well as deepening relationships with existing clients.
Key Responsibilities:
Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions.
Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank's client base and revenue.
Build and maintain a robust network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth.
Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs.
Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients.
Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk.
Skills:
Proven experience in business development, with a strong track record of generating and closing new business through prospecting.
Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events.
Strong business development skills with the ability to build trust with prospects, clients, and professional partners.
Expertise in deposit acquisition, treasury management, credit solutions, and other banking products.
Exceptional leadership, negotiation, and communication skills.
A Business Banker's success is driven by the ability to prospect and develop lasting relationships, close new business, and deepen client engagement. This is an opportunity to make a meaningful impact on the marketplace while contributing to the growth of Capital One.
Basic Qualifications:
At least 2 years of Business Banking experience
Preferred Qualifications:
5 years Business Banking experience
Formal credit training
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Sales Territory: $140,600 - $160,400 for Sr. Business Banker
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Universal Banker
Personal Banker Job In Fayetteville, GA
Are you looking for a rewarding career? Then you've come to the right place. At Colony Bank, we have over 400 engaged team members who are part of high performing teams that are empowered to serve our customers. We are passionate about serving our customers and delivering solutions.
At Colony Bank, we Make It Easy! Make It Fun! Make It Happen!
Position: Universal Banker
Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Position will be required to travel within assigned floater area as needed. Occasional travel outside of assigned floater area may be required to meet business needs.
Essential Functions and Basic Duties:
1. Handle a variety of transactions using own count money, and cross sell bank services. Exercise independent judgment with close supervision. Refer questionable transactions to Head Teller.
* Receive commercial and individual checking and savings deposits, verify cash and endorsements and issue receipts.
* Cash checks, verify endorsement, validity and availability of funds.
* Pay savings withdrawals after verifying balance and signature.
* Accept payments (i.e. installment loan, charge card, personal line of credit, etc.)
* Maintain accurate records of official checks and bonds.
* Work night drop bags and mail receipts, process all mail envelopes.
* Sell official checks
* Redeem bonds and bond coupons upon desk approval.
* Retain custody of operating cash.
* Prepare change orders for customers.
* Assist with answering telephones.
* Sell and cross-sell bank services.
2. Attends to the needs of customers and prospective customers on banking matters.
* Recommends, explains, and opens new deposit accounts for customers.
* Opens and closes safety deposit boxes.
* Maintains confidentiality of customer accounts.
* Handles customer complaints related to the Bank's services, explains service charges, and follows through on misdirected items or errors.
* Researches and resolves customer problems by serving as a liaison between the customer and the appropriate bank area.
* Answers inquiries and provides information on various accounts, loan balances, and other banking services.
* Ensures on-going sales, service, and product knowledge, training and self-development.
3. Provides notary public service.
4. Perform a variety of related clerical functions such as: sorting, counting, and wrapping currency and coins, verify straps, maintain records of transactions, balance deposits and cash drawers.
5. Know the procedures for using the on-line computer terminal system and understand how the entry of date affects not only the individual accounts but the entire system.
6. Serve customers in a cordial manner to encourage satisfaction with service.
7. Perform a variety of miscellaneous duties to assist with the work of the department (i.e. 24 Hour Banking and night deposit).
8. Comply with all federal and state laws and regulations.
9. Adheres to limited transaction limits.
10. Complies with all bank and personnel policies and procedures.
11. Complete periodic training provided and/or required by Colony.
12. Other duties as assigned.
Qualifications:
Education:
1. A high school diploma or equivalent.
2. Successful completion of Teller school provided by Colony.
Experience:
1. Previous teller experience - required.
2. Previous banking experience - preferred.
Knowledge:
1. A thorough knowledge of teller procedures or general bank operations.
2. Understand bank policies and procedures.
3. Have a thorough knowledge of bank products and services.
4. Have the ability to effectively handle all routine and complex transactions at the branch.
5. Knowledge of up-to-date loan compliance policies and procedures.
Skills/Abilities:
1. General clerical and math skills.
2. Must present a professional image in dealing with customers, interdepartmental and external representatives.
3. Perform duties with considerable speed and accuracy.
4. Sales and service skills; demonstrated ability to positively persuade customers and to identify and satisfy their needs.
5. Ability to coordinate a high level of activities in a variety of conditions.
6. High degree of accuracy and attention to detail.
7. Ability to handle information of confident nature.
8. Ability to adhere to deadlines and tight schedules.
9. Ability to use various office equipment, including, computer, e-mail, internet, Excel, and Microsoft Word.
10. Have a high degree of interpersonal skills, attitude, judgment, communication and the ability to effectively interact with customers and employees.
11. Ability to exercise personal and professional responsibility and work with limited direction.
12. Demonstrate a "Team" attitude at all times.
Colony Bank is an equal opportunity employer.
Personal Banker
Personal Banker Job In Alpharetta, GA
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
* Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
* Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
* Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
* Execute and role model the Renasant service standards in every customer and teammate interaction
* Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
* Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
* Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
* Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
* Participate in community activities as a representative of Renasant Bank;
* Serve as a back-up Teller or Head Teller, if needed
* Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
* Properly complete all account maintenance activities
* Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year related customer experience and sales experience required
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to produce individual and team sales and customer experience results
* Ability to remain focused on customer financial needs and acts with the customers priorities in mind
* Knowledgeable of the financial services industry and local community to better serve the customer
* Effective written and verbal communication skills
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Personal Bankers:
* Minimum of 2 years of successful personal sales experience
* Ability to handle complex transactions with limited supervision
* Operational strength with limited exceptions
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed Personal Bankers:
* Current State insurance license
* Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
* Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Financial Services Representative
Personal Banker Job In Atlanta, GA
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
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
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.