Personal Banker Jobs in Garner, NC

Our financial representatives 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 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: Our 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.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The primary responsibilities of this position are to oversee, manage and direct, within Franklin Street Partners, all aspects of Equity Trading including execution, Risk Management and Reporting, Compliance and Controls Rules. Receives and accepts trading instructions from Portfolio Managers (PMs) and Client Portfolio Strategists (CPSs) and routes orders to market venues for execution. Leads development and oversight for the trading process including trade cost analysis, best execution procedures, management reports, and committee reporting. Support the investment process by working with Analysts and PMs on all facets of the research process for both internal equity portfolios and manager research. This person will also be available to support all PMs in working with the marketing and client service team at Franklin Street. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Makes trading decisions based on market conditions, portfolio manager trading instructions, venue liquidity, high touch brokerage capabilities, and low touch electronic trading options. + Develop trading strategies with PMs; provide market commentary, analysis, and information on market sentiment, trading environment, volume, and price volatility. + Assemble Daily Best Execution Reports in Moxy and review Trade Cost Analysts reports. + Set up commission schedules and manage third-party commissions, including budgets for external brokers. + Enters mutual funds trades manually in Moxy system. + Monitor and manage good till cancel (GTC) orders, including notifying portfolio managers monthly for review or change. + Work with Compliance Department and Head of Equities to manage trading restrictions and enforce Employee Trading Approvals in accordance with Franklin Street Partners personal trading policy. + Set up new accounts with brokers and establish settlement and delivery instructions for custodians. + Monitor intraday cash flow to avoid overdrafts; notify managers to raise cash when necessary. + Review new trading systems and recommend implementing new tools; annually update best execution policies. + Establish and maintain deep vendor relationships; monitor Wall Street sell side broker trading desks. + Ensure broker electronic connectivity to direct market access platforms, dark pools, and primary exchanges. + Oversee trade rotation for external product channels and maintain records. + Identify and lead trade error resolution; report to Head of Equities and Managing Director of Operations + Work with Head of Equities and Managing Director of Operations on trade compliance and oversight committee reporting. + Ensure timely and accurate posting of executed orders to the accounting system; assist with trade matching and settlement issues. + Other duties as assigned. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Undergraduate degree in Finance, Accounting, Economics, or equivalent preferred; progress toward CPA, CFP, CFA, CIMA, CAIA, and/or MBA. + Minimum of 3-5 years in the financial services industry. + Working knowledge of trade-related activities on stock exchanges and electronic trading systems. + Comprehensive knowledge of securities, trading characteristics, and price trends. + Solid understanding of financial concepts and financial modeling skills. + Detail oriented, ability to work in a fast-paced environment, strong and effective communication skills. + Proficiency in Moxy, APX, Factset, Fidelity Advisor Channel; knowledge of Charles River and Bloomberg preferred. + Knowledge of specialized trading systems, such as Charles River, ML Managed Solutions and Liberty Trust. + Comprehensive knowledge of Microsoft Office Suite, including but not limited to Excel, Word, Access, Outlook, PowerPoint, and CoPilot. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of computer screens. FS Equity Trader LOCATION -- Chapel Hill, North Carolina 27517 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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 Bank Professional needs 10+ years experience Senior Bank Professional requires: Digital banking Risk management Business analysis Financial analysis Contracts Perform a current state assessment of Envestnet Build a roadmap for the evolution of Envestnet Advise on our future state performance reporting solution(s) offering appropriate financial solutions and services as well as connecting them to specialists. Establishing and maintaining profitable banking connections with high-net-worth clients. Updating and maintaining record databases,

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker in a Solutions Center, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based at the Holly Springs branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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: **************************************************************************

At KS Bank, we believe in our people, the value of relationships and the communities we serve. As we approach 100 years of service to our local communities, KS Bank knows our people are the driving force behind our continued success. Voted the 2023 "Best Place to Work" in Johnston County, KS Bank has developed an organizational culture focused on employee engagement, learning and development. We are seeking team members with a commitment to service and community. KS Bank is currently seeking to add a Roving Relationship Banker to our growing team. Primary duties for this role include, but not limited to: * Provide customers with a warm and friendly greeting as they enter the branch. * Assist customers by processing bank transactions such as check and cash deposits, withdrawals, balance inquiries, account questions and any other needs they may have. * Build relationships with customers, identifying potential needs and offering appropriate products and service to meet those needs. * Maintain and balance a cash drawer daily, following bank policies and procedures in handling all negotiable instruments. * Respond to incoming phones calls to the branch, providing customers with needed support and transferring calls to appropriate individuals as needed. * Balance ATM cash and other ATM transactions. * Travel to any branch location, as needed, to perform the Relationship Banking role in support of our customers. * Keep abreast of all relevant regulations, policies and procedures through ongoing compliance training. Qualifications Include: * Must have previous customer service and cash handling experience in a high-volume setting. * Strong verbal and written communication skills. * Ability to listen and identify potential customer needs. * Strong math and analytical skills, ability to count cash * Must be comfortable with repetitive tasks. * Flexible to work in various locations with reliable transportation to commute to all of our branch locations, sometimes on short notice. Equal Opportunity/Affirmative Action Employer Minority/Female/Disability/Veterans

BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices. THE OPPORTUNITY - Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client's needs and goals. - Develop rapport with clients and foster long-term relationships. - Be knowledgeable about Northwestern Mutual financial products and financial market trends. - Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis. - Provide dedicated and focused client experiences. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO - A high-quality training program to help you get started. - Mentorship and professional development training throughout your entire career. - Leading industry products and solutions built on an integrated technology platform. - Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor. - The opportunity to design your roadmap to leadership and specialized roles. - A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. - A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results. WHO WE ARE At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries. Financial representatives are independent contractors.

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 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

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

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location(s):** + 820 S 5th ST Mebane, NC 27302 @RWF22 **Posting End Date:** 21 Apr 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-450906

Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Senior Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 1 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate. Client experience Research and resolve problems and respond to client inquiries on account status. Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist banking center associates with all aspects of daily operations as needed, including audit controls. Assist banking center management with “on the job training” of new associates. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. COMPUTER AND OFFICES EQUIPMENT SKILLS Microsoft Office Suite In addition, 10-key calculator; coin counter As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for new and existing clients based on their needs * Communicates effectively and confidently and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) * Applies strong critical thinking and problem-solving skills to meet clients' needs * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Efficiently manages time and capacity * Focuses on results while acting in the best interest of the client * Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals * Six months of cash handling experience * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals. PRINCIPAL ACCOUNTABILITIES: Time: Description: 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies. 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services. 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned. 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service. 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual. 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 5% Other duties as assigned. BASIC QUALIFICATIONS: High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Strong relationship skills. * Basic math and computer skills. * High level of accountability, efficiency, and accuracy. * Exceptional time management, communication, and customer service skills. * Must maintain a friendly, courteous, and professional demeanor. * Must complete teller training classes. * Ability to pass a background check. PREFERRED QUALIFICATIONS: Strong sales skills The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services! What we provide: Training bonus Sponsored licenses Daily trainings Competitive commission structure. Opportunities for career advancement and professional development. Supportive and collaborative work environment. Join our team and take your sales career to the next level! If you're passionate about driving results and delivering exceptional customer service, we want to hear from you. Qualifications: MUST HAVE A CLEAN BACKGROUND 18 YEARS OR OLDER & MUST be living and authorized to work in the US MUST BE WILLING TO STUDY AND TAKE STATE EXAM FOR LICENSE This is a career opportunity where you are able to earn exactly equal to the amount of hard work and dedication you put in! We're looking for a results-driven sales representative to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every client. All of our team is home grown and starts as a sales person. We are always opening up more offices and need leaders, so this is chance to make high six-figure income without a degree. Just by sheer merit and willingness to learn and improve. Key Responsibilities: 1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods. 2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions. 3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients. 4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings. COMMISSION ONLY!

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose These FAS Specialists are responsible for delivering advisory and planning solutions to members in areas such as insurance, investments, trust services, estate planning, and retirement planning in order to assist members in identifying financial goals and objectives, obtaining products and services that will aid in meeting these goals, and to follow up accordingly to help maintain the members' plans over time. Specialists also work to engage branch employees on general financial advisory topics to support the referral process. Dimensions FAS Specialist - Focuses primarily on assisting members with understanding, obtaining, and maintaining their investment accounts, life insurance policies, and/or annuity products. FAS Specialist I - In addition to investment, insurance, and annuity product delivery, the FAS Specialist I also begins to act in an advisory capacity, more proactively helping members to manage their investments and other financial products to fit their overall plan. Senior FAS Specialist - In addition to product delivery and advisory responsibilities, the Senior FAS Specialist provides holistic planning services to enable members to navigate through various life stages; helping to increase the likelihood that each plan remains compatible with the members' needs as they enter various life stages. The Senior FAS Specialist also assists the FAS District Manager (DM) by assisting with assigned supervisory and training functions. Each of these works directly with the FAS DM and other local specialists to provide the effective delivery of Financial Advisory Services. General Responsibilities Assist members with obtaining/opening FAS products and accounts as needed to meet the members' financial goals, objectives, and needs. Coordinate and engage other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee Frequently communicates with the FAS DM about activities and results within assigned area. Performs other tasks as assigned. Requirements by Role FAS Specialist Must possess one of the following: Four-year degree CCUE Certification Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) Existing investment licensing (minimum of Series 6 or 7 preferred) If unlicensed or partially licensed in investments, must pass the following licensure/designation exams within 6 months of hire/registration with FINRA: Life Insurance Securities Industry Essentials (SIE) Series 7/66 (Applicant may be allowed to complete the Series 6/63/65 set of exams if already partially licensed on this path.) Some experience as a licensed Insurance, Investment, or Trust Representative is preferred. FAS Specialist I Requirements for applicants that are NOT CFP certificants: Four-year degree OR CCUE Certification OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) Life insurance license Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) OR Accredited Trust Fiduciary Advisory (ATFA) designation 2+ years' experience as a licensed Insurance, Investment, and/or Trust Representative Requirement for applicants that ARE CFP certificants 2+ years' experience as a licensed Insurance, Investment, and/or Trust Representative If unlicensed or partially licensed in investments, must pass the following licensure/designation exams within 6 months of hire/registration with FINRA: Life Insurance Securities Industry Essentials (SIE) Series 7/66 (Applicant may be allowed to complete the Series 6/63/65 set of exams if already partially licensed on this path.) Must exhibit the ability to act in an advisory capacity by making informed recommendations and assisting members with managing their investments and other financial products based on stated and changing needs. Some credit union experience preferred Senior FAS Specialist Requirements Four-year degree OR CCUE Certification OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) Life insurance license Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) OR Accredited Trust Fiduciary Advisory (ATFA) designation 5+ years as an investment or trust representative Highly proficient acting in an advisory capacity Exhibits the ability to assist members with holistic financial planning, considering elements from various financial planning topics to help member identify goals and objectives before developing, maintaining, and periodically reviewing their plan. Some credit union experience preferred Note: CFP designation is preferred. If not currently held, applicants hired to this position will be expected to begin a CFP Board approved financial planning curriculum within 2 years of hire. Other General Requirements for All Specialists Must possess an aptitude for meeting people, developing member confidence, as well as the respect of members and co-workers. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold member information in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must possess vehicle and valid driver's license. Job Environment Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The primary responsibilities of this position are to oversee, manage and direct, within Franklin Street Partners, all aspects of Equity Trading including execution, Risk Management and Reporting, Compliance and Controls Rules. Receives and accepts trading instructions from Portfolio Managers (PMs) and Client Portfolio Strategists (CPSs) and routes orders to market venues for execution. Leads development and oversight for the trading process including trade cost analysis, best execution procedures, management reports, and committee reporting. Support the investment process by working with Analysts and PMs on all facets of the research process for both internal equity portfolios and manager research. This person will also be available to support all PMs in working with the marketing and client service team at Franklin Street. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Makes trading decisions based on market conditions, portfolio manager trading instructions, venue liquidity, high touch brokerage capabilities, and low touch electronic trading options. * Develop trading strategies with PMs; provide market commentary, analysis, and information on market sentiment, trading environment, volume, and price volatility. * Assemble Daily Best Execution Reports in Moxy and review Trade Cost Analysts reports. * Set up commission schedules and manage third-party commissions, including budgets for external brokers. * Enters mutual funds trades manually in Moxy system. * Monitor and manage good till cancel (GTC) orders, including notifying portfolio managers monthly for review or change. * Work with Compliance Department and Head of Equities to manage trading restrictions and enforce Employee Trading Approvals in accordance with Franklin Street Partners personal trading policy. * Set up new accounts with brokers and establish settlement and delivery instructions for custodians. * Monitor intraday cash flow to avoid overdrafts; notify managers to raise cash when necessary. * Review new trading systems and recommend implementing new tools; annually update best execution policies. * Establish and maintain deep vendor relationships; monitor Wall Street sell side broker trading desks. * Ensure broker electronic connectivity to direct market access platforms, dark pools, and primary exchanges. * Oversee trade rotation for external product channels and maintain records. * Identify and lead trade error resolution; report to Head of Equities and Managing Director of Operations * Work with Head of Equities and Managing Director of Operations on trade compliance and oversight committee reporting. * Ensure timely and accurate posting of executed orders to the accounting system; assist with trade matching and settlement issues. * Other duties as assigned. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Undergraduate degree in Finance, Accounting, Economics, or equivalent preferred; progress toward CPA, CFP, CFA, CIMA, CAIA, and/or MBA. * Minimum of 3-5 years in the financial services industry. * Working knowledge of trade-related activities on stock exchanges and electronic trading systems. * Comprehensive knowledge of securities, trading characteristics, and price trends. * Solid understanding of financial concepts and financial modeling skills. * Detail oriented, ability to work in a fast-paced environment, strong and effective communication skills. * Proficiency in Moxy, APX, Factset, Fidelity Advisor Channel; knowledge of Charles River and Bloomberg preferred. * Knowledge of specialized trading systems, such as Charles River, ML Managed Solutions and Liberty Trust. * Comprehensive knowledge of Microsoft Office Suite, including but not limited to Excel, Word, Access, Outlook, PowerPoint, and CoPilot. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of computer screens. FS Equity Trader LOCATION -- Chapel Hill, North Carolina 27517 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.