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Personal banker jobs in South Carolina

- 475 jobs
  • Commercial Banking Specialist

    Godshall Recruiting

    Personal banker job in Travelers Rest, SC

    Salary: $55,000-$65,000 Is this your perfect fit? Would you love a role where you can get out in the community to visit business clients? Would you love to work in Travelers Rest near all the local shops and restaurants? Do you enjoy working with innovative banking technology and helping businesses succeed? If that describes you, we need to talk! What your future day will look like: Partner with business clients to deliver tailored Cash Management and Merchant Services solutions, both in person and over the phone. Oversee ACH and wire transactions, ensuring accuracy and timely processing of outgoing files. Compile detailed reports, conduct client reviews, and support audits and compliance activities. Manage new account setups, perform risk evaluations, and maintain precise documentation for all services. Create training resources and sales tools to empower Relationship Bankers and branch teams. Act as a resource for electronic banking inquiries, providing prompt and effective support to employees and customers. Keep records organized and compliant with retention standards while handling additional tasks as needed. Benefits offered: Medical, dental, 401K, PTO Type: Direct Hire To be a champion in this role, you will need: Post-secondary degree or banking education preferred. Familiarity with business accounting, ERP, POS, CRM, and payroll solutions. Understanding of applicable laws and regulations (BSA, GLBA, TISA, Reg-E, ACH rules, etc.). Proficiency with technology, including hardware (computers, scanners, merchant machines) and software (Microsoft Word, Excel, Access). Clean background and credit check We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we will review your experience and skills. You will then hear back quickly with the next steps. If you have already spoken with Godshall, please reach out to your recruiter. We will happily update your file and make sure we are considering you for all roles your experience and skills are a perfect fit for. Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.
    $55k-65k yearly 20h ago
  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Hilton Head Island, SC

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $76k-140k yearly est. Easy Apply 60d+ ago
  • Private Client Banker - (New Build) Irmo - Columbia, SC

    Jpmorganchase 4.8company rating

    Personal banker job in Columbia, 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: **************************************************************************
    $43k-92k yearly est. Auto-Apply 20d ago
  • Private Client Banker - (New Build) Market Place at the Mill - Myrtle Beach, SC

    JPMC

    Personal banker job in Myrtle Beach, 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: **************************************************************************
    $31k-67k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Dogwood State Bank

    Personal banker job in Seneca, SC

    About Us Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee. With deep roots in the communities we serve, we pride ourselves on being an employer of destination. At Dogwood, our core values of love and respect shine through in every aspect of our work. We are a dedicated team, committed to making a meaningful impact on the lives of our customers and communities. Position Summary The Universal Banker is responsible for providing excellent service to customers through performing teller activities, which include receiving and paying out money and keeping records of money and negotiable instruments involved in a bank's various transactions. The role is also responsible for the sales and servicing of all bank products and services. Maintains current knowledge of competitor products, services, and current promotions. Is responsible for providing transactional support and exceptional customer service while maintaining essential controls and safeguards. Key Responsibilities * Banking services: Handling deposits and withdrawals, opening new accounts, and processing loan applications, receive and count daily inventories of cash. * Customer service: Providing a positive customer experience by building relationships, addressing queries, and ensuring customer satisfaction. * Investment advice: Helping customers select investment options that match their financial goals and risk tolerance * Digital banking: Assisting customers with digital banking platforms and troubleshooting issues * Regulatory compliance: Ensuring that transactions and interactions comply with banking regulations and standards. * Risk management: Performing due diligence on transactions, identifying suspicious activity, and reporting potential fraud. * Sales: Cross-selling products and generating referrals to enhance customer engagement. * Balance currency, coin, and checks in cash drawers. * Prepare and verify cashier's checks. * Perform other duties as assigned. Requirements General Qualifications * Must be a high school graduate or equivalent. * A minimum of 1 years' Teller experience or 1-2 years' experience with a focus in branch banking and account opening. * Knowledge of Jack Henry or other similar experience will be beneficial. * Must have a thorough knowledge of the Bank's products and services as well as the requirements for customer qualification, knowledge of effective sales techniques. * Proficient computer skills; including a working knowledge of Microsoft Office Suite and HRIS. * Strong administrative and organizational skills are essential. * Must be detail-oriented and able to manage confidential information. * Decision-making and problem-solving skills are essential. * Must be able to analyze situations and come to logical conclusions. * Excellent communications skills and customer service skills are essential. Physical & Mental Demands Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must be able to sit, stand, stoop, bend and lift up to 50 pounds. Must have the ability to work the days and hours required to fulfill the essential functions of the position. Quick thinking, adaptability and exercise discretion when necessary.
    $32k-43k yearly est. 5d ago
  • Private Banker - Greenville, SC

    First National Trust Company

    Personal banker job in Greenville, SC

    Primary Office Location:101 E. Washington Street Suite 100. Greenville, South Carolina. 29601.Join our team. Make a difference - for us and for your future.n Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $30k-62k yearly est. Auto-Apply 28d ago
  • Universal Banker - Charleston, SC

    First Reliance Bank 3.9company rating

    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
    $31k-38k yearly est. 60d+ ago
  • Universal Banker

    United Bank, Inc. 4.2company rating

    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
    $32k-37k yearly est. 51d ago
  • Premier Private Banker II

    South State Bank

    Personal banker job in Columbia, 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 It is the responsibility of the Premier Private Banker II to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. Equal Opportunity Employer, including disabled/veterans.
    $31k-64k yearly est. 49d ago
  • Financial Service Representative I

    South Carolina Federal Credit Union 4.5company rating

    Personal banker job in South Carolina

    South Carolina Federal Credit Union is currently seeking a Peak-Time Financial Service Representative I to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, SC. This is a Peak-Time position on Mondays and Fridays only. Estimated 16-19 hours per week. Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Service Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs. As a Financial Service Representative I, 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 cash handling experience in a customer service or banking environment, and a positive attitude. NOTE: Relevant military experience is considered for veterans and transitioning service members. South Carolina Federal Credit Union is an Equal Employment Opportunity Employer. #TeamBlue23
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Private Banker - Greenville, SC

    First National Bank (FNB Corp 3.7company rating

    Personal banker job in Greenville, SC

    Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. n Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. The incumbent provides the highest quality of service to every client. Primary Responsibilities: Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Opportunities are primarily developed by cultivating a strong referral network of internal associates in Commercial, Retail and Wealth lines of business as well as external COIs such as realtors, accountants and attorneys. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 5 Special Skills: Excellent organizational, analytical and interpersonal skills Excellent communication skills, both written and verbal Detail-oriented Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level Ability to work and multi-task in a fast paced environment Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $33k-37k yearly est. Auto-Apply 28d ago
  • Wealth Management - Private Banker - Charleston, SC

    United Community Bank 4.5company rating

    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.
    $29k-40k yearly est. Auto-Apply 60d+ ago
  • Personal Banker II

    First Bank 4.6company rating

    Personal banker job in Greenville, SC

    The position of Personal Banker II is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker II is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 3 to 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (50%). * Opens all types of personal and business accounts and prepares related documentation (50%). * Inputs and closes personal loan applications including DDA lines of credit, credit card applications, auto, boat, CD and other Personal secured or unsecured loans. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication. * Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $26k-31k yearly est. 15d ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    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.
    $40k-75k yearly est. 20h ago
  • Digital Banking Specialist I - Myrtle Beach (ON SITE)

    South Atlantic Bank

    Personal banker job in Myrtle Beach, SC

    Job Details Towne Centre - Myrtle Beach, SC Full Time High School None Day BankingDescription Provides a full range of professional, technical, and general support to South Atlantic Bank customers and Bank personnel related to Internet & Mobile Banking, Cash Management and Remote Deposit Capture services. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provides a full range of professional, technical, and general support to South Atlantic Bank customers and Bank personnel related to Internet & Mobile Banking, Cash Management and Remote Deposit Capture services. Complete review, authentication and setup of Internet Banking online applications including communication with customer regarding user credentials. Perform operations functions related to cash management services (either daily function or implementation): including but not limited to ACH Origination and ACH Return Item processing, Remote Deposit Capture Processing; Account Reconciliation and Positive Pay implementation; EDI translation. Reviews contracts and maintains customer files; tracks sales records, monitors product usage and system operation; resolves problems within given authority. Monitor and assist with set up of all Cash Management and Remote Deposit Capture users Review daily security suspects in RSA for Blocked users or failed authentication including proper documentation of cases within the RSA application. Review daily Bill Pay suspects, rejects, and returns and complete daily balancing. Support customers and employees with payment research. Performs a variety of routine daily tasks; reviews reports, prepares correspondence; and participates in special department projects. Review Release documentation for Internet Banking Cash Management, Remote Deposit Capture, go Mobile and Mobile Deposit and assists with communication of changes to customers and employees. Updates Cash Management and Remote Deposit Capture User Guides as needed to mirror current version of the product. Maintain well documented, complete, and well-organized paper and electronic files for all Cash Management and Remote Deposit Capture customers. Assist with go Mobile APP and reprovision/update of App as required with JHA, Apple and Google. Perform review and setup of new go Mobile Deposit Users. Review daily security violations, velocity exceptions and rejected deposits. Assures compliance with all applicable State and Federal banking regulations, bank policies and procedures including but not limited to the Bank Secrecy Act/Anti-Money Laundering Program and Information Security Policies. Performs additional duties as requested by management and assists with special projects Qualifications QUALIFICATIONS High school diploma or equivalent At least one year of banking experience required Experience in retail banking, deposit operations or branch administration strongly preferred Well-developed communication skills and the ability to speak effectively with customers in person and on the phone Exemplary customer services skills, both verbal and written Strong attention to detail and organization skills Professionalism in dress and communication Proficiency with PC including Microsoft Office products and office equipment Familiarity and comfort with banking systems AAP/EEO STATEMENT This statement of policy reaffirms South Atlantic Bank's policy of equal employment opportunity in employment, compensation, training, transfers, promotions, and all other aspect of employment regardless of race, color, religion, national origin, age, sex, veteran status, physical or mental handicap/disability and to state that we do carry out this policy at South Atlantic Bank. This policy also applies to all company-sponsored activities such as educational programs, tuition aid and social and recreational activities.
    $31k-50k yearly est. 60d+ ago
  • Banking Specialist

    Ifas LLC

    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.”
    $30k-48k yearly est. Auto-Apply 60d+ ago
  • Banking Specialist

    IFAS LLC

    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.”
    $30k-48k yearly est. 11d ago
  • Financial Services Representative (Temp-to-Hire)

    Worldacceptance

    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.
    $15-18 hourly Auto-Apply 17d ago
  • Financial Services Representative - State Farm Agent Team Member

    Jason Hughes-State Farm Agent

    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.
    $24k-37k yearly est. 1d ago
  • Part Time Universal Banker- Pawley's Island, SC

    Southstate Bank, National Association

    Personal banker job in Pawleys Island, 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. 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 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. TRAVEL Travel may be required to come to meetings or training as needed. Equal Opportunity Employer, including disabled/veterans.
    $32k-43k yearly est. Auto-Apply 6d ago

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