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Personal banker jobs in Greenville, NC - 25 jobs

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  • Patient Financial Services Advisor I

    Physicians East 4.3company rating

    Personal banker job in Greenville, NC

    Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. Receive incoming phone calls from patients to discuss statements and collect payments. Review daily/weekly reports and update accounts accordingly. Prepare and present reports on collection activities and process -when requested Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). Updating the practice management billing system to identify actions that have been taken on the account. Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. After investigation, resubmit claims or submit corrected claims. Write and submit denials to third party payers. Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. May work with legal counsel regarding more complex collection cases. Completes work request timely and in accordance with instruction and production goals. Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. Perform other duties/projects as assigned by management. Candidate requirements: High school diploma or equivalent; Associate's/Bachelor's degree is preferred. At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. Clear, professional communication skills, specifically telephone voice and technique. Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. Knowledge of Medicare/Medicaid and major insurance carriers preferred. Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. Strong analytical and research skills. Problem-solving and critical-thinking skills Ability to submit appeals with supportive medical documentation. Ability to apply correct deductible, co-insurance, co-payment. Ability to apply correct benefits for Par, non-par provider, single case agreement. Excellent communication and interpersonal skills, both verbal and written. Ability to establish and maintain effective working relationships with patients, employees, and the public. Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $56k-126k yearly est. Auto-Apply 56d ago
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  • Experienced Financial Services/ Insurance Professional/ Registered Representative

    New York Life 4.5company rating

    Personal banker job in Greenville, NC

    Job DescriptionJoin our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning. We are dedicated to your success. At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company. What makes a good fit? We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us. Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U. S. life insurer by each of the four major rating companies: A. M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U. S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners and for future generations. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity. SMRU 1827566 7/1/2020
    $39k-48k yearly est. 15d ago
  • Associate Relationship Banker - 10th and Charles - Greenville, NC

    JPMC

    Personal banker job in Greenville, NC

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: *********************************************************************
    $36k-49k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Cory Kennedy-State Farm Agent

    Personal banker job in Greenville, NC

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Company car Company parties Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Profit sharing Training & development Wellness resources Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Sales Rep. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day. Requirements Series 6, 63, 65 required or able to obtain Must have proven track record of Financial Services Sales 3+ years' prior experience in Financial Services Sales Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated How to Apply: Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! **************************** Cory Kennedy - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
    $31k-53k yearly est. 28d ago
  • Financial Services Representative State Farm Agent Team Member

    Timothy Sawyer-State Farm Agent

    Personal banker job in Greenville, NC

    Job DescriptionAre you ready to join a high-energy, hardworking team that values excellence and growth? After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago. Today, our team of seven is passionate about helping customers and thriving together in a supportive, fast-paced environment. We believe in rewarding dedication and hard work. Our team enjoys federal holidays off, 401(k) with matching, group life insurance, paid vacation, birthdays as paid holidays, and annual bonuses every March. If youre driven, energetic, and ready to be part of a team where your efforts are recognized and celebrated, wed love to have you join us! ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Series 6/63/65 licenses required. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus 401k with employer match Group Life insurance Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency 4 day work week offered after 1 year of employment Teledoc services
    $31k-53k yearly est. 30d ago
  • Relationship Banker or Senior Relationship Banker - Ayden

    Truist 4.5company rating

    Personal banker job in Ayden, NC

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $37k-46k yearly est. 60d+ ago
  • Licensed Premier Relationship Banker

    First Citizens Bank 4.8company rating

    Personal banker job in Greenville, NC

    This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial relationships. This position can be filled as licensed or non-licensed. This position may be filled as a Premier Relationship Banker or Senior Premier Relationship Banker based on the skills and experience of the selected candidate. Responsibilities * Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions. * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications Bachelor's Degree and 2 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 6 years of experience in Financial services relationship management, retail banking, private banking, or wealth management Preferred Area of Experience: 1+ years in a licensed role License or Certification Type: Must have or acquire Series 6 or 7, 63, and state specific life insurance licenses within 120 days of hire date. Must complete federal registration and annual renewal as required by the SAFE Act. Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Credit underwriting, Knowledge of retail banking products and services, Business development, Financial plan conversations, Knowledge of securities products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $36k-45k yearly est. 18d ago
  • Patient Financial Services Representative

    Nash County 3.9company rating

    Personal banker job in Nashville, NC

    A. PRIMARY PURPOSE OF THE ORGANIZATIONAL UNIT: The clinical business office unit provides a supportive role to daily clinical operations to ensure the efficient operation of the department or office. Duties include, but are not limited to, answering phones, recording business transactions, reports, audits, financial transactions through financial software, appointment systems, fee collection and managing routine office duties. B. PRIMARY PURPOSE OF THIS POSITION: The primary purpose of this position is to conduct the financial activities directly related to clinical services provided to clients. Interviews all clients to determine financial eligibility and third-party providers. Determines fee for service and collects money and/or discuss payment plan. Bills Medicare and other third-party providers. Determines eligibility for presumptive Medicaid. Reviews Explanation of Benefits and Remittance documents and resubmits claims as needed. Maintains accounts receivable data including a statement of receipts and charges on a daily basis. A. PUBLIC CONTACT * Reviews the following day's scheduled appointments to review insurance status for payment responsibility of patient. * Interviews and assesses patients' financial documentation for payment responsibility based on income criteria; determines amount owed at time of service from sliding scale fee schedule and/or works with patient to set up a payment plan. * Collects copays and/or payments, applies to patient accounts and provides receipt; research payments applied to incorrect accounts; reconciles the cash drawer, resolves account debit and credit balance errors and monitors accounts and collects on past due amounts. * Copies and scans all financial documents necessary for patient files. * Updates financial information in the EHR and have the client to sign a declaration and/or payment agreement. * Determines presumptive eligibility on new maternity patients. * Handles calls from the public about income-based fees. * Contacts insurance providers in reference to billing/payment questions. * Determines eligibility for presumptive Medicaid with the Department of Social Services to track patient eligibility and maintains up-to-date patient records for insurance and/or payment responsibility. * Promotes patient awareness of Health Choice Insurance, Family Planning Waiver, and clinics that offer community-based services to meet the patient's needs that are not available through the local health department. B. RECORDS AND REPORTS: * Enters visit data per CPT/ICD-9 codes in the computer for direct billing to the patient and/or third-party provider. * Prepares end of the day report of charges and fees collected per program. * Prepared and mails statements on a monthly basis. * Receives mail from other health care providers, disability determination office, etc. and processes information as per guidelines. * Ensures that patient demographics are updated at each time of service. * Ensures proper information is entered into computer for maintenance of records, reports, statistical data and for purpose of meeting all program requirements. * Ensures that each superbill/encounter form is returned to the Business Office. * Reconciles Lab Corp statement on a monthly basis for various programs to be charged. * Performs other duties as assigned. C. SUPERVISION RECEIVED Work is performed under the supervision of the Business Officer and Lead Patient Financial Services Representative. * Thorough knowledge of modern office practices and procedures, including modern medical office technology * Working knowledge of policies and procedures of the health department * Skill in clerical duties, filing, typing, and helping the general public * Skill in providing excellent customer service * Ability to demonstrate excellent organizational skills and multi-task with frequent interruptions * Ability to perform mathematical calculations * Ability to effectively communicate both orally and in writing * Ability to effectively use a multi-line phone system and software applications such as electronic medical records, spreadsheets, word processing, calendar, and email * Ability to establish and maintain effective professional relationships with coworkers, patients, outside agencies, and the general public * Ability to demonstrate sound judgment, integrity, resourcefulness, accuracy, thoroughness and the physical condition commensurate with the demands of the position Graduation from high school and demonstrated possession of knowledges, skills and abilities gained through at least two years of office assistant/secretarial experience; or an equivalent combination of training and experience.
    $33k-43k yearly est. 3d ago
  • Relationship Banker - Upstate SC Market - Greenville, SC Area

    Bank of America 4.7company rating

    Personal banker job in Greenville, NC

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $35k-44k yearly est. Auto-Apply 2d ago
  • Relationship Banker NC Coast North

    W.F. Young 3.5company rating

    Personal banker job in Rocky Mount, NC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance 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) web site (************************************************* 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 locations: 1400 Benvenue Rd. Rocky Mount, NC 27804 2910 Sunset Ave. Rocky Mount, NC 27530 2801 Raleigh Road Pkwy West, Wilson, NC 27896 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting Posting End Date: 20 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-43k yearly est. Auto-Apply 6d ago
  • Bilingual Teller Retail Banker

    Woodforest 3.6company rating

    Personal banker job in Goldsboro, NC

    Bilingual Teller Retail Banker -071431Description The Retail Banker I - Bilingual is responsible for the growth of consumer and business customer relationships, while delivering the Woodforest Experience to every customer, every day, every time. Key Responsibilities:· Achieve individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to the customer. · Must be a “Keeper of the Woodforest Culture” and possess the ability to create energy around Retail objectives and initiatives. · Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with customers, community members, and retail partners. · Embrace a technology driven customer experience. · Ability to explain complex solutions in a simple to understand way. · Demonstrate flexibility to perform all other duties as assigned. Other Responsibilities:· Exhibit operational excellence through diligent adherence to policies and procedures. · Practice branch security procedures and protect customer confidentiality and privacy. · Perform branch servicing duties such as paying and receiving, cash and vault balancing, ordering cash, cards, reports, audits, control checks, maintaining and servicing automated teller machines, as well as cleaning work areas. · Open and perform account maintenance on depository accounts and loans. · Demonstrate ownership in the resolution of customer inquiries and/or concerns at the frontline or by appropriately engaging with internal resources. Competencies Required:· Must be proactive when seeking business outside of the branch. · Must be open to direct coaching and feedback. · Ability to work flexible or extended working hours to meet business needs; demonstrated reliability. · Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members. · Knowledge of/or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process. · Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures and guidelines. · Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail. · Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports. Qualifications Minimum Qualifications/Experience:· 1 year of relevant and transferrable sales and/or customer service experience. OR an equivalent amount of directly related college education or volunteer service. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. · Must be fluent in English and Spanish. Formal Education & Certification:· High School Diploma or equivalent required. Work Status:· Full-time. Supervisory Responsibility:· No. Travel:· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions:· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: Retail Banker I - Bilingual-N710512Primary Location: North Carolina-Goldsboro-NC - West Goldsboro WM-0894Schedule: Full-time Work Locations: NC - West Goldsboro WM-0894 2908 US Hwy 70 W Goldsboro 27530Unposting Date: Ongoing
    $29k-36k yearly est. Auto-Apply 4d ago
  • Relationship Banker NC Coast North

    Wells Fargo 4.6company rating

    Personal banker job in Wilson, NC

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: + Participate in building relationships with customers and spend time understanding required needs + Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers + Present recommendations for resolving inquiries and service requests regarding customers' accounts + Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers + Provide information to internal partners and external sources to further enhance the customer experience + Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs + Provide self-service digital banking options to customers + 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience + 1+ year of building and maintaining effective relationships with customers and partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Strong verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Ability to be proactive, innovative, and creative in meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development process + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer- coaching + Experience assessing customer needs and recommending products/services to fulfill those needs + Experience using business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance + 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) web site (************************************************* 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 locations:** + 1400 Benvenue Rd. Rocky Mount, NC 27804 + 2910 Sunset Ave. Rocky Mount, NC 27530 + 2801 Raleigh Road Pkwy West, Wilson, NC 27896 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting **Posting End Date:** 20 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-516861
    $35k-43k yearly est. 5d ago
  • Finance Associate I - Accounts Payable

    Carolina Family Health Centers 4.1company rating

    Personal banker job in Wilson, NC

    Come join our “Family” and be part of providing healthcare In the Community…For the Community. Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence…where patients come first. Regardless of an individual's ability to pay or their insurance status, we believe that EVERYONE deserves access to quality health care. As a nonprofit, federally qualified health center (FQHC), we strive to meet the needs of our community and breakdown barriers that prevent individuals from seeking health care. Our service offering includes primary medical care, behavioral health, pharmacy and dental services in an integrated model that provides a comprehensive approach to care for our patients. Position Overview Under the direction of the Director of Finance, the Finance Associate I - Accounts Payable is responsible for the effective function of accounts payable. THIS POSITION OFFERS A 40-HOUR WORK WEEK, NO WEEKENDS, FULL BENEFITS PACKAGE, 12 PAID HOLIDAYS, BI-WEEKLY PAY. Essential Tasks Code, enter, research, sort, and verify accounts payables. Make copies of posted check logs, deliver and sort in the Billing department. Reconcile monthly vendor statements. Distribute all credit card statements, reconcile, code, and enter all credit card statements. Prepare sales & use tax report. Attend Finance/IT CIT meeting. Review Finance policies and procedures as requested. Perform internal audits and preparation for external audits. Minimum Qualifications High school diploma or GED. Two years of similar experience. Must be computer literate with an accounting software background. Entry-level with Microsoft Word and Microsoft Excel. Attentive to detail and accuracy. Effective communication skills. Schedule Monday, Tuesday, Wednesday, Thursday, Friday, 8 am - 5 pm Physical Requirements Potential sitting or standing for long periods of time, occasional bending, stooping, lifting including of patients, reaching forward and overhead. Proper lifting techniques required. May require walking primarily on a level surface for periods throughout the day. Frequent computer work required. Must be able to travel freely in the local area; between clinics, hospitals, health departments, etc. Benefits 401(k) and match AD&D insurance Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Holidays Vision insurance Continuing Education Allowance Professional dues and license fees Job Type Full-time License/Certification None Base Pay Overview The starting pay for this position is $15.00 hourly. Please keep in mind that actual salary will vary based on various factors such as qualifications, skills, competencies, and proficiency for the roles.
    $15 hourly 25d ago
  • Patient Financial Services Advisor I

    Physicians East 4.3company rating

    Personal banker job in Greenville, NC

    Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. Receive incoming phone calls from patients to discuss statements and collect payments. Review daily/weekly reports and update accounts accordingly. Prepare and present reports on collection activities and process -when requested Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). Updating the practice management billing system to identify actions that have been taken on the account. Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. After investigation, resubmit claims or submit corrected claims. Write and submit denials to third party payers. Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. May work with legal counsel regarding more complex collection cases. Completes work request timely and in accordance with instruction and production goals. Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. Perform other duties/projects as assigned by management. Candidate requirements: High school diploma or equivalent; Associate's/Bachelor's degree is preferred. At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. Clear, professional communication skills, specifically telephone voice and technique. Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. Knowledge of Medicare/Medicaid and major insurance carriers preferred. Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. Strong analytical and research skills. Problem-solving and critical-thinking skills Ability to submit appeals with supportive medical documentation. Ability to apply correct deductible, co-insurance, co-payment. Ability to apply correct benefits for Par, non-par provider, single case agreement. Excellent communication and interpersonal skills, both verbal and written. Ability to establish and maintain effective working relationships with patients, employees, and the public. Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $56k-126k yearly est. Easy Apply 26d ago
  • Relationship Banker or Senior Relationship Banker - Ayden

    Truist Bank 4.5company rating

    Personal banker job in Ayden, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $37k-46k yearly est. Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, 10th and Charles Branch, Greenville, NC

    JPMC

    Personal banker job in Greenville, NC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $25k-31k yearly est. Auto-Apply 60d+ ago
  • Bilingual Teller Retail Banker

    Woodforest National Bank 3.6company rating

    Personal banker job in Goldsboro, NC

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance. * Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Minimum Qualifications/Experience: · 1 year of relevant and transferrable sales and/or customer service experience. OR an equivalent amount of directly related college education or volunteer service. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. · Must be fluent in English and Spanish. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. **Job:** **Branch Banking* **Organization:** **North Carolina* **Title:** *Bilingual Teller Retail Banker * **Location:** *North Carolina-Goldsboro* **Requisition ID:** *071431*
    $29k-36k yearly est. 3d ago
  • Relationship Banker NC Coast North

    Wells Fargo 4.6company rating

    Personal banker job in Rocky Mount, NC

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. **In this role you will:** + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: + Participate in building relationships with customers and spend time understanding required needs + Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers + Present recommendations for resolving inquiries and service requests regarding customers' accounts + Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers + Provide information to internal partners and external sources to further enhance the customer experience + Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs + Provide self-service digital banking options to customers + 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience + 1+ year of building and maintaining effective relationships with customers and partners **Desired Qualifications:** + Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Strong verbal, written, and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business + Ability to be proactive, innovative, and creative in meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development process + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies, procedures, and regulations + High motivation with ability to successfully meet team objectives while maintaining individual performance + Experience mentoring and peer- coaching + Experience assessing customer needs and recommending products/services to fulfill those needs + Experience using business acumen to provide financial services consultation to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required + For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment + State Insurance license(s) are required for this role and must be completed within a specified period + Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance + Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance + 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) web site (************************************************* 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 locations:** + 1400 Benvenue Rd. Rocky Mount, NC 27804 + 2910 Sunset Ave. Rocky Mount, NC 27530 + 2801 Raleigh Road Pkwy West, Wilson, NC 27896 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting **Posting End Date:** 20 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-516861
    $35k-44k yearly est. 5d ago
  • Finance Associate I - Accounts Payable

    Carolina Family Health Centers, Inc. 4.1company rating

    Personal banker job in Wilson, NC

    Come join our "Family" and be part of providing healthcare In the Community…For the Community. Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence…where patients come first. Regardless of an individual's ability to pay or their insurance status, we believe that EVERYONE deserves access to quality health care. As a nonprofit, federally qualified health center (FQHC), we strive to meet the needs of our community and breakdown barriers that prevent individuals from seeking health care. Our service offering includes primary medical care, behavioral health, pharmacy and dental services in an integrated model that provides a comprehensive approach to care for our patients. Position Overview Under the direction of the Director of Finance, the Finance Associate I - Accounts Payable is responsible for the effective function of accounts payable. THIS POSITION OFFERS A 40-HOUR WORK WEEK, NO WEEKENDS, FULL BENEFITS PACKAGE, 12 PAID HOLIDAYS, BI-WEEKLY PAY. Essential Tasks * Code, enter, research, sort, and verify accounts payables. * Make copies of posted check logs, deliver and sort in the Billing department. * Reconcile monthly vendor statements. * Distribute all credit card statements, reconcile, code, and enter all credit card statements. * Prepare sales & use tax report. * Attend Finance/IT CIT meeting. * Review Finance policies and procedures as requested. * Perform internal audits and preparation for external audits. Minimum Qualifications * High school diploma or GED. * Two years of similar experience. * Must be computer literate with an accounting software background. * Entry-level with Microsoft Word and Microsoft Excel. * Attentive to detail and accuracy. * Effective communication skills. Schedule Monday, Tuesday, Wednesday, Thursday, Friday, 8 am - 5 pm Physical Requirements * Potential sitting or standing for long periods of time, occasional bending, stooping, lifting including of patients, reaching forward and overhead. Proper lifting techniques required. * May require walking primarily on a level surface for periods throughout the day. * Frequent computer work required. * Must be able to travel freely in the local area; between clinics, hospitals, health departments, etc. Benefits * 401(k) and match * AD&D insurance * Dental insurance * Disability insurance * Employee assistance program * Flexible spending account * Health insurance * Life insurance * Paid time off * Holidays * Vision insurance * Continuing Education Allowance * Professional dues and license fees Job Type Full-time License/Certification * None Base Pay Overview The starting pay for this position is $15.00 hourly. Please keep in mind that actual salary will vary based on various factors such as qualifications, skills, competencies, and proficiency for the roles.
    $15 hourly 26d ago
  • Relationship Banker NC Coast North

    Wells Fargo 4.6company rating

    Personal banker job in Rocky Mount, NC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs * Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers * Present recommendations for resolving inquiries and service requests regarding customers' accounts * Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers * Provide information to internal partners and external sources to further enhance the customer experience * Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs * Provide self-service digital banking options to customers * 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 SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience * 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: * Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration * State Insurance license(s) * Customer service focus with experience handling transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Strong verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Ability to be proactive, innovative, and creative in meeting customer and enterprise needs * Ability to make client calls and actively participate in the sales development process * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer- coaching * Experience assessing customer needs and recommending products/services to fulfill those needs * Experience using business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance * 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) web site (************************************************* 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 locations: * 1400 Benvenue Rd. Rocky Mount, NC 27804 * 2910 Sunset Ave. Rocky Mount, NC 27530 * 2801 Raleigh Road Pkwy West, Wilson, NC 27896 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting Posting End Date: 20 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $35k-44k yearly est. 5d ago

Learn more about personal banker jobs

How much does a personal banker earn in Greenville, NC?

The average personal banker in Greenville, NC earns between $27,000 and $49,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Greenville, NC

$36,000
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