Universal Banker
Personal banker job in Charleston, SC
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.
RESPONSIBILITIES:
Service Area Responsibilities:
* Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
* With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.
Financial Sales Responsibilities
* Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients.
* Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
* Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
* Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
* Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
* Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services
Operational/Regulatory/Security Responsibilities:
* Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
* Comply with all department and company policies, procedures and overall security
* Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
* Work closely with other departments as necessary to troubleshoot and resolve customer situations.
* Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
* Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
* May be responsible for branch opening/closing procedures
* Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow
Qualifications
* High school diploma or equivalent required, Bachelor's degree a plus
* Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
* Prior experience in handling and being accountable for money is required
* Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required
* Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
* Excellent verbal and written communications skills in Spanish or additional language a plus.
* Ability to perform basic math calculations is required
* Demonstrates ability to interact confidently with clients is essential
* Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered.
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office Products (Word, Excel) required
* Understanding and working knowledge of appropriate core banking system is beneficial
* Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
* Demonstrated professionalism is required
* Ability to travel within branch region of up to 15%
KEY COMPETENCIES:
* Relationship and account management
* Business Development
* Accountability
* Organization and Time Management
* Collaboration
Essential Functions:
* Sitting and standing for extended periods of time.
* Ability to reach over teller counter or desk area to receive customer transaction documents
* Ability to lift and carry up to 20 lbs
* Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
* Ability to converse and exchange information with all levels of staff within organization.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via automobile or public transportation
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Nearest Major Market: Charleston South Carolina
Nearest Secondary Market: South Carolina
Job Segment: Bank, Banking, Banker, Financial Sales, Developer, Finance, Sales, Technology
Private Client Banker - Houston Northcutt - Mount Pleasant, SC
Personal banker job in Mount Pleasant, SC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplySmall Business Banker- Charleston, SC
Personal banker job in Charleston, SC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers.
ESSENTIAL FUNCTIONS
* Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships.
* Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling.
* Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business
* Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000.
* Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers.
* Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
* Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required.
* Advises customers, where possible, concerning business management and financial matters.
* Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
* Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible.
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations.
* Continuously updates skills by participating in professional training.
* Seeks opportunities to improve skills through training offered by the Bank.
* Performs other specifically assigned duties as directed by management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
* Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
* Must be able to work at a faster than average pace and able to multi-task.
* Must be a self-starter and able to work independently.
* Must be able to make sound decisions, can recognize potential problems and take corrective action.
* Must be able to maintain confidentiality of customer and employee information.
* Must be well-organized, accurate, and attentive to detail.
Qualifications, Education, and Certification Requirements
* Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field.
* Experience: 5+ years of banking and lending experience required
* Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility.
TRAVEL
Yes. Must be willing to travel for meetings and classes.
Equal Opportunity Employer, including disabled/veterans.
Universal Banker - Charleston, SC
Personal banker job in Charleston, SC
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our
Mt. Pleasant Office
! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.
Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.
Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.
Universal Banker Requirements and Qualifications:
Associates Degree or equivalent education and related training
Two years of client sales and service experience (preferably in Banking).
Cash-handling experience
Excellent communication, customer service, and time-management skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to pass a background check
Strong dedication to accuracy and efficiency
Branch Small Business Banker (SAFE)
Personal banker job in Mount Pleasant, SC
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Fluent in Spanish a plus
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
21 Dec 2025
*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.
Auto-ApplyFloating Universal Banker
Personal banker job in Summerville, SC
Full-time Description
First Capital Bank is committed to supporting the communities we operate in and representing community banking at its best. We are growing rapidly, and offer a fun but ambitious atmosphere, with extensive opportunities for advancement. As an equal opportunity employer, we consider all applicants without attention to ethnicity, national origin, religion, sex, gender identity, sexual orientation, veteran, or disability status.
This position will be based at the Summerville retail branch but will also be primarily responsible for providing coverage at the Mount Pleasant and downtown Charleston branches as needed. To qualify, candidates must have reliable transportation and be willing to travel within the metro area.
REQUIRED QUALIFICATIONS & EXPERIENCE
High School diploma or GED
At least 1 year of experience as a Bank Teller CSR, or similar role; preferably within the past 5 years
Full time availability
KEY METRICS FOR SUCCESS
A demonstrated aptitude for critical thinking, effective time management, and rapid adaptability
a high degree of integrity and conscientious handling of confidential customer information
Ability to independently and reliably follow policies, procedures, and regulations
Ability to identify potential fraud and take appropriate action to prevent loss
A proven aptitude for effective and respectful communication with customers, colleagues, and superiors
Willingness to "wear multiple hats" and genuinely participate in a supportive and collaborative team spirit
MAJOR RESPONSIBILITIES
Accurately and efficiently process customer transactions while providing excellent customer service
Preserve the bank's community spirit by actively engaging with all customers
Introduce and sell bank products
Proactively inform customers of additional products and self-service options (as appropriate), to enhance the customer experience and meet their financial needs
Maintain a cash drawer, including cash handling and balancing
Assist with other administrative/operational tasks, as requested by the Branch Manager
Willingness to genuinely participate in a collaborative and supportive work environment
Salary Description Compensation commensurate with experience
Wealth Management - Private Banker - Charleston, SC
Personal banker job in Charleston, SC
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You'll Do:
Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
Compliance: Ensure adherence to all compliance training and regulatory requirements.
What We're Looking For:
Experience:
5+ years in private banking and/or wealth management.
Strong understanding of wealth management and planning concepts.
Expertise in consumer and commercial credit structuring and lending practices.
Proven track record in business development and client acquisition.
Education:
Bachelor's Degree.
Preferred: CFP, CFA, CPA, and/or JD.
Preferred licenses: Life and Health Insurance.
Required Skills:
Excellent interpersonal skills to represent the bank positively.
Strong analytical, verbal, and written communication skills.
Effective sales and negotiation abilities.
Commitment to ongoing compliance training and professional development.
Preferred Skills:
Professional designations and licenses as mentioned above.
Position Type:
This is a full-time role with the flexibility to work evenings and weekends as needed.
Travel:
Up to 10% travel required.
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyPart Time (20 Hours) Associate Banker, (New Build) Rivertowne and Hwy 41 Branch, Mt Pleasant, SC
Personal banker job in Charleston, SC
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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Branch Small Business Banker (SAFE)
Personal banker job in Mount Pleasant, SC
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
* Service business customers with their business needs in a branch environment
* Carry out business banking focused functions over the phone
* Present recommendations for resolving more complex situations
* Provide information to colleagues, internal partners, and stakeholders, including customers
* Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
* Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
* Participate in community organizations and build relationships with centers of influence
* Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
* Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
* Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
* 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
* Fluent in Spanish a plus
Job Expectations:
* This position is not eligible for Visa sponsorship.
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: Wando Crossings-1505 N Highway 17, MOUNT PLEASANT, SC 29464-3308
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
21 Dec 2025
* 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.
Banking Specialist
Personal banker job in Charleston, SC
Job Description
The US Department of State (DoS), Bureau of the Comptroller and Global Financial Services (CGFS), Global Disbursing Operations is composed of teams in Bangkok, Charleston, and Paris. Disbursing Operations supports its global customers through services: Processing electronic funds transfers (EFT's), check payments and collections, purchasing foreign currency, banking, maintaining local currency and U.S. dollar bank accounts, monitoring cashier operations worldwide, and reconciliation with the U.S. Treasury Department.
Minimum Requirements
· Possess an Associate's Degree and a minimum of five (5) years' professional experience in a banking and financial management field or equivalent level of education and experience.
· Experience may be substituted for education or degree type.
· Must be competent with Microsoft Office products (Excel, Macros, Word, PowerPoint)
Preferred Skills, but not Required
Familiarity with DoS or government systems
Our most Successful Employees in this Position Demonstrate:
Strong oral and written communication skills
Analytical problem solving
Strong attention to detail and financial acumen
Ability to work independently, but not afraid to ask questions or for assistance
Values coaching and mentoring
Adaptable / flexible
Strong time management skills and organizational skills
Ability to build a team and foster a culture of teamwork
Vouchering and Reconciliation Job Responsibilities
· Create and maintain appropriate journals or subsidiary ledgers to support Regional Financial Management Systems - Disbursing (RFMS/D) transactions.
· Balance and reconcile United States Disbursing Officer (USDO) US Dollar and Local Currency Accounts.
· Review invoices, journal vouchers and statements, validate information and resolve issues with submitting office.
· Process and verify multiple transaction types in RFMS/D.
· Enter adjustments pertaining to information in RFMS/D.
· Reconcile automated records and USD or Local Currency bank statements to validate transactions and identify discrepancies.
· Research identified discrepancies and provide actions to ensure account balance reconciliation.
· Analyze and reconcile Treasury Reports to DoS financial systems' reports and Treasury Statement of Differences.
· Analyze and validate USD checks received, prepare daily bank deposit, and scan checks through over -the counter Net (OTC.net) system if required.
· Resolve problems in recurring assignments in accordance with training and experience.
· Provide support via e-mail or telephone to appropriate personnel at CGFS Charleton, U.S. Embassies, Treasury, Federal Reserve, Consular Affairs, and other government agencies.
· Provide suggestions for handling unusual or non-recurring transactions.
· Perform other duties within the Office of Global Disbursing Operations as assigned.
Security Clearance Requirement
All contractors supporting this Department must be able to either possess or obtain a background check and clearance of “Moderate Risk/Public Trust (MRPT)” including up to “Secret.”
Banking Specialist
Personal banker job in Charleston, SC
The US Department of State (DoS), Bureau of the Comptroller and Global Financial Services (CGFS), Global Disbursing Operations is composed of teams in Bangkok, Charleston, and Paris. Disbursing Operations supports its global customers through services: Processing electronic funds transfers (EFT's), check payments and collections, purchasing foreign currency, banking, maintaining local currency and U.S. dollar bank accounts, monitoring cashier operations worldwide, and reconciliation with the U.S. Treasury Department.
Minimum Requirements
· Possess an Associate's Degree and a minimum of five (5) years' professional experience in a banking and financial management field or equivalent level of education and experience.
· Experience may be substituted for education or degree type.
· Must be competent with Microsoft Office products (Excel, Macros, Word, PowerPoint)
Preferred Skills, but not Required
Familiarity with DoS or government systems
Our most Successful Employees in this Position Demonstrate:
Strong oral and written communication skills
Analytical problem solving
Strong attention to detail and financial acumen
Ability to work independently, but not afraid to ask questions or for assistance
Values coaching and mentoring
Adaptable / flexible
Strong time management skills and organizational skills
Ability to build a team and foster a culture of teamwork
Vouchering and Reconciliation Job Responsibilities
· Create and maintain appropriate journals or subsidiary ledgers to support Regional Financial Management Systems - Disbursing (RFMS/D) transactions.
· Balance and reconcile United States Disbursing Officer (USDO) US Dollar and Local Currency Accounts.
· Review invoices, journal vouchers and statements, validate information and resolve issues with submitting office.
· Process and verify multiple transaction types in RFMS/D.
· Enter adjustments pertaining to information in RFMS/D.
· Reconcile automated records and USD or Local Currency bank statements to validate transactions and identify discrepancies.
· Research identified discrepancies and provide actions to ensure account balance reconciliation.
· Analyze and reconcile Treasury Reports to DoS financial systems' reports and Treasury Statement of Differences.
· Analyze and validate USD checks received, prepare daily bank deposit, and scan checks through over -the counter Net (OTC.net) system if required.
· Resolve problems in recurring assignments in accordance with training and experience.
· Provide support via e-mail or telephone to appropriate personnel at CGFS Charleton, U.S. Embassies, Treasury, Federal Reserve, Consular Affairs, and other government agencies.
· Provide suggestions for handling unusual or non-recurring transactions.
· Perform other duties within the Office of Global Disbursing Operations as assigned.
Security Clearance Requirement
All contractors supporting this Department must be able to either possess or obtain a background check and clearance of “Moderate Risk/Public Trust (MRPT)” including up to “Secret.”
Auto-ApplyFinancial Service Representative II
Personal banker job in Mount Pleasant, SC
South Carolina Federal Credit Union is currently seeking a Financial Service Representative II/Senior Teller to join our team of outstanding professionals at our Southampton Financial Center in Mount Pleasant, SC.
Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative II, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Service Representative II, a typical day might look like this:
Participate in a morning huddle brainstorming with team members about ways to meet referral goals.
Talk with a customer about the payoff amount for their auto loan.
Review and deposit a check into a customer's account.
Cash a large payroll check.
Meet with a service leader to review your current performance.
Balance your drawer before heading home.
This job might be for you if:
You are a whiz at handling cash and thrive in a fast-paced environment. Multitasking is your strength.
You connect well with others and you're comfortable talking to people. You are not bothered by offering financial products and services to customers.
You are seeking some work/life balance and want a schedule that allows you to spend nights and weekends with family and friends.
You are awesome at consistently following policies and procedures.
You are cool under pressure. You don't get flustered or take it personally when you have to deal with an irate customer.
You volunteer for new challenges without being asked.
The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
A chance to build lasting relationships with not only your team, but our customers as well.
Opportunities to make a difference by volunteering and getting involved in the community.
A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
Opportunities to grow within a company that's dedicated to your development and promoting talent internally.
To land this role, you need to have a high school diploma (or equivalent), at least one year of direct Senior Teller experience in a financial service environment, and a positive attitude. Apply online at *******************
NOTE: Relevant military experience is considered for veterans and transitioning service men and women.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
#TeamBlue23
Auto-ApplyFinancial Services Representative (Temp-to-Hire)
Personal banker job in Charleston, SC
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $18
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Personal banker job in Charleston, SC
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Jason Hughes - 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:
Consult customers with financial planning and life insurance options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Analytical and communication skills.
Able to make presentations to potential customers.
Detail-oriented.
Comfortable with sales.
Series 6, 63, 65 or 7 license preferred.
Life/Health insurance license.
Universal Banker - Charleston, SC
Personal banker job in Mount Pleasant, SC
Job Description
At First Reliance Bank, our Universal Bankers establish and nurture relationships with our valued customers. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a Universal Banker to join our
Mt. Pleasant Office
! The ideal candidate will have experience with banking processes, money management, and customer service. Your contribution will reinforce our reputation as a trusted bank in the community.
Universal Banker Duties and Responsibilities:
Demonstrates superior sales techniques to uncover customer needs and match to the bank's products and services; sells a full range of consumer and business products/services such as deposit accounts, loans, credit cards, and safe deposit boxes to meet or exceed established sales goals to support overall sales objectives.
Provides a variety of transactions for customers, including typical Consumer and Commercial transactions i.e., cashes checks and processes checking and savings account withdrawals and balancing duties, and other teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities; utilizes basic sales techniques to deepen existing customer/prospect relationships.
Consistently markets a full range of consumer and small business banking services to existing and potential customers through proactive techniques such as lobby leadership, outbound telemarketing calls, marketing campaigns, or in banking center events.
Effectively uses available resources for problem resolution, which may involve analysis of information received from Loan Processing, Deposit Operations, ATM, Reconcilement, Loss Management or Financial Intelligence Unit or other internal departments.
Universal Banker Requirements and Qualifications:
Associates Degree or equivalent education and related training
Two years of client sales and service experience (preferably in Banking).
Cash-handling experience
Excellent communication, customer service, and time-management skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Ability to pass a background check
Strong dedication to accuracy and efficiency
Floating Universal Banker - Summerville Bacon's Bridge Rd, SC
Personal banker job in Summerville, SC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
Equal Opportunity Employer, including disabled/veterans.
Part Time (30 Hours) Associate Banker, West Ashley Branch, Charleston, SC
Personal banker job in Charleston, SC
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.
Auto-ApplyFinancial Sales Representative
Personal banker job in Mount Pleasant, SC
South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our East Cooper Financial Center in Mt. Pleasant, SC. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.
As a Financial Sales Representative, a typical day might look like this:
* Collaborate with team members during the morning huddle and discuss sales goals for the day.
* Greet and develop rapport with members who enter the financial center or call on the telephone.
* Answer a member's question about the auto loan application process.
* Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
* Follow up with a member who recently opened an account.
* Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
* Call members to share a new promotion for which they may qualify.
This job might be for you if:
* You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
* You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
* You are a pro at managing your time, staying on track and meeting your goals.
* You are awesome at consistently following policies and procedures.
* You are a reliable, cooperative team player, and thrive in a fast-paced, multi-tasking environment.
* You volunteer for new challenges without being asked.
* You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.
The Perks:
We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:
* A chance to build lasting relationships with not only your team, but our customers as well.
* Opportunities to make a difference by volunteering and getting involved in the community.
* A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
* Opportunities to grow within a company that's dedicated to your development and promoting talent internally.
To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude. Apply online at *******************
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
#TeamBlue23
Auto-ApplyFloating Universal Banker - Summerville Bacon's Bridge Rd., SC
Personal banker job in Summerville, SC
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings or training as needed.
Equal Opportunity Employer, including disabled/veterans.
Part Time (20 Hours) Associate Banker, (New Build) Rivertowne and Hwy 41 Branch, Mt Pleasant, SC
Personal banker job in Summerville, SC
JobID: 210691132 JobSchedule: Part time JobShift: Variable : 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.
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