Finance & Sales Representative jobs at South Carolina Federal Credit Union

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, 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

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our James Island Financial Center in Charleston, 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

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our Sam Rittenberg Financial Center in Charleston, 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

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development * Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: * Call Planning and Follow-Up * Client Retention Calls * New Client Prospecting * Outbound Telephone Calling Efforts * Networking Events * Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. * Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. * Source and build new business relationships. Credit Acumen * Complete understanding of all business credit facilities including, but not limited to: * Structuring proper terms and product based on business need, useful life and business growth. * Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. * Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. * Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. * Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. * Able to balance business needs with customer requests while managing potential risk to the bank. * Adheres to Seacoast Bank's Code of Conduct. * Acts as a mentor to junior level SBA Lenders within Seacoast Bank. * Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: * High School Diploma or equivalent required. * College degree in a financial related discipline preferred. * 5+ years of directly related SBA experience preferred. * 10+ years in business development and/or financial services experience required. * Demonstrate excellent communication (written and verbal) and interpersonal skills. * PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

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

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

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.

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. Responsibilities: Developing and completing presentations for client and prospect meetings Managing and responding to RFP's Develop and maintain strong partnerships with the investment consultant community. Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning. Participating in and working with the CEO to prep for client meetings - both for new business opportunities and ongoing due diligence with clients Conducting research and bringing proactive ideas to the forefront for client and prospect firms Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies Gather information from clients and consultants and provide input to drive scalable product development strategy Qualifications: Bachelor's degree in Finance, Accounting, or related field (MBA/CPA preferred). Proven experience as a investment professional or in a similar investment leadership role. Deep knowledge of financial planning, analysis, and investment management. A strong understanding of the conservative movement, government pensions, and investments is a plus. Excellent leadership and communication skills. Strategic thinker with a track record of driving financial growth. Ability to thrive in a dynamic and innovative environment. The expected salary range for this position is between: $59,900.00 - $123,400.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: March 10, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************

This could be the job for you if you enjoy helping others by being knowledgeable and professional and your communication style is factual, polite, and friendly. If the balance between relationships and quality are important and you thrive in an environment where you can learn and be a resource for others, we can't wait to see what we can do together. We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization. We know our employees have a choice where they can work, and we are grateful that they choose Southern First. What's in for you: Tools and training to help you succeed Supportive environment with a successful, stable organization Recognition for ideas, creativity, and dedication Competitive salary and benefits*package *Benefits include: Medical, Dental & Vision insurance, 401K, Health Savings Account, Flexible Care Spending Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability Insurance Primary Responsibilities: Assist in the support of Client Experience Officers by assisting in the daily maintenance of existing relationships. This includes support for Electronic Banking, Mobile Banking, BillPay, HorizonXE, Remote Deposit Capture, Electronic Funds Transfers etc. Work closely with the Client Experience Officer/Client Experience Relationship Team to handle any client retail deposit needs in the absence of Client Experience Officer. Research and verify account information and resolve problems for clients as necessary. Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services. Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts. May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary. Balance transactions at end of day and verifies cash totals Essential Skills, Education and Experience: Cash handling accuracy. Proficiency in Microsoft Outlook. Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank. Ability to maintain regular consistent and professional attendance, punctuality and professional appearance. Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine. Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls. Knowledge of retail banking rules, regulations, policies and procedures Successful completion of all training deemed necessary by the Bank. Preferred: High school diploma or equivalent. Banking Experience, ideally on both the teller and platform roles. Experience using bank systems: Horizon XE BEHAVIORAL COMPETENCIES: Disciplined Cooperative Sincere Diligent Willing and Helpful Abides by rules and procedures Supportive Formal, reserved WORK CONDITIONS This position must be able to sit for long periods of time as position involves majority of time spent at desk and computer. Little to no travel required. Standard office environment with climate control, and sufficient lighting. This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

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

Join a Growing Company That Cares About Its People! Position: Sales Representative Location: Based in Charleston, SC, with statewide travel across South Carolina Company: OPEN Automatic Door OPEN Automatic Door is seeking a motivated, disciplined, and outgoing Sales Representative to help drive our growth throughout South Carolina. We're currently focused on the Charleston area and are expanding across the state. Key Responsibilities: Develop and maintain strong relationships with new and existing customers Increase sales and market share across South Carolina Identify and pursue new business opportunities Ensure sales goals are met while adhering to approved budgets Learn and use our system and bidding processes Represent the company professionally and with integrity Qualifications: Minimum 5 years of sales experience, preferably in the automatic door or related industry Familiarity with various automatic door systems and settings is a plus Strong communication and interpersonal skills Self-motivated and able to work independently Excellent attention to detail and dependable attendance Valid driver's license and willingness to travel across South Carolina What We Offer: The opportunity to be part of a company that values its people Excellent benefits package Company vehicle A supportive team environment Room for growth as we expand throughout the state If you're ready to join a team that values your drive and dedication, apply today to become a part of OPEN Automatic Door's continued success!

Systems Learning Partner - Columbia, SC (Hybrid) The Systems Learning Partner is responsible for supporting the design, development, and delivery of training programs focused on loan systems and related bank applications. This role contributes to curriculum creation, technical documentation, and the facilitation of learning experiences that enhance understanding of financial systems across the district. It plays a key role in ensuring training materials are accurate, accessible, and aligned with operational needs. What You'll Do: Systems Learning Facilitation - Deliver engaging training sessions through instructor-led classes, webinars, and virtual platforms, ensuring a positive and effective learning environment. - Support e-learning initiatives by assisting in the development, deployment, and maintenance of interactive, accessible digital training content. - Coordinate training logistics, including scheduling, communication, attendance tracking, and feedback collection in collaboration with internal teams. Systems Instructional Design - Develop and deliver training on Bank systems, products, and processes, ensuring content is clear, engaging, and aligned with business goals and adult learning principles. - Collaborate across teams to support system implementations by creating timely, effective training resources and identifying learning needs with district associations. - Maintai n training quality through regular content reviews, accessibility checks, and process simplification to ensure accuracy and relevance. Learning Project Management - Support learning system projects by coordinating with stakeholders to align training plans with project goals, timelines, and deliverables. - Organize and manage training logistics, including materials, schedules, tools, and vendor resources to ensure smooth execution. - Monitor progress and provide feedback from training sessions to improve learning strategies and ensure quality and consistency. What You'll Need: - Bachelor's Degree required in Human Resources Management, Organizational Leadership, Business Administration, Education, or related discipline. - At least three (3) to five (5) years of experience with bank operation IT systems, with at least two (2) or more years of experience delivering systems training in a financial services organization. Strong knowledge of instructional design methodologies and adult learning theory. Nice to Have: - Proficiency in e-learning authoring tools (e.g., Articulate 360 or Camtasia) and Learning Management System (e.g., Cornerstone) - Prior experience with financial systems (e.g., DNA or nCino)

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.

As a Preferred Banker, you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining knowledge of all products, services, technology and policies to provide the best service to customers. Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation. Adhering to all operational, security, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position. Preferred Qualifications: Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. Ability to drive sales and manage a book of business. Ability to build, deepen and retain relationships. Demonstrates acumen in banking, investments, consumer lending, business banking, business lending, sales, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Join the 1 st Franklin team as a Loan Sales Representative. Salary: $14.00 to $15.75 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Loan Sales Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The LSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Recommends product and services to support individual, branch sales goals, and customer expectations Markets branch products and services to customers and potential customers Conducts assigned collection calls of customer accounts to arrange payment Seeks opportunities to originate new loans with new and existing customers Develop knowledge of credit underwriting methods and sales tools Ensures customer information is correct and documents interactions Consistently meets or exceeds branch and individual goals Conducts dialogues with customers to identify and respond to needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and privileged information is maintained Adheres to all 1FFC policies and procedures dialogues Complies with all State and Federal regulations Participates in personal development Exhibits knowledge of all 1FFC products Seeks additional opportunities and responsibilities Education, Qualifications and Experience High School Diploma or equivalent Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written / interpersonal) Proficient with MS Office Suite products Must possess a valid driver's license and the ability to operate an automobile #IND001 About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 350 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.

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.

Description Bank Reconciliation Specialist Full-Time | Corporate Office About Security FinanceSecurity Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you are looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity. Step into a role where your attention to detail truly matters. In this position, you will keep our central bank accounts on track by monitoring activity, reconciling balances, and handling essential accounting work from posting and updates to routine audits. It is a steady, hands-on role that keeps the financial engine running smoothly and gives you room to grow your skills. What You Will Do Reconcile select intercompany cash accounts. Reconciliation of assigned accounts with reconciliation software systems within daily and monthly deadlines. Communicate and maintain good rapport with banking contacts concerning reconciling issues, statement errors, branch customer service issues, check cashing issues, etc. Correspond with branch locations and supervisors regarding reconciling items, researching and resolving. Research of returned checks; corresponding with branch locations to reverse and resolve from customers' accounts and clearing with bank transactions. Utilize current software and banking websites and perform due diligence on disbursement accounts outstanding checks for escheatment. Will have primary responsibility for one or more of the below activities and provide backup support for others: Reconciliation of live check accounts, identifying fraudulent/counterfeit activity, correspo0nd with field personnel, bank contacts and legal team to resolve. Reconciliation of centralized bank accounts with reconciling software, identifying fraudulent activity and follow-up to prevent monetary losses. Reconciliation of stand-alone bank accounts within reconciling software, identifying fraudulent activity and follow-up to present monetary losses. Reconciliation of electronic payment transactions within reconciling software daily and monthly. Prepare, maintain, and compile excel spreadsheets for chargebacks, refunds, and credits. Prepare daily transactional book file postings for all electronic transactions and imports into General Ledger. Prepare monthly postings of ICA fees for all electronic transactions and imports into General Ledger. Compile debit card reports and provide to upper management monthly to analyze trends. Reconciliation of PFS ACH Dealers, both Cash and Clearing Accounts monthly. Reconciliation of Prepaid Debit Cards, both Cash and Clearing Accounts monthly. Monitor field location funding needs via Increase Cash Supply (ICS) and Decrease Cash Supply (DCS) request; generate ACH transactions via banking website and forward for final approval. Process and approve PFS ACH Dealers in Home Office for ACH payment. Verify completion of PFS ACH Request Verification Form and Complete ACH dealer setup as requested. What You Need to Succeed High school diploma or equivalent 2 - 4 years relevant experience, specifically related to reconciliation work. Computer literate with strong Excel skills. Strong mathematic, problem solving, detail oriented, and customer service skills. Working knowledge of GAAP. Working knowledge of bank and general ledger account reconciliation. Ability to work as a member of a team in a fast-paced work environment. Why You Will Love Working With Us Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility. Long-term career growth Hands-on leadership Strong community presence High standards of customer care A supportive team environment Benefits Medical, dental, vision, and life insurance Paid time off and paid holidays 401(k) with company match Employee assistance program Extensive training and professional development Opportunities for advancement throughout the company Ready to Join Us?If you are looking for a career with a company that values stability, professional growth, and a culture of support, we'd love to speak with you.Apply today and take your next step with Security Finance!This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.

Full-Time | Corporate Office Security Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you are looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity. Step into a role where your attention to detail truly matters. In this position, you will keep our central bank accounts on track by monitoring activity, reconciling balances, and handling essential accounting work from posting and updates to routine audits. It is a steady, hands-on role that keeps the financial engine running smoothly and gives you room to grow your skills. What You Will Do * Reconcile select intercompany cash accounts. * Reconciliation of assigned accounts with reconciliation software systems within daily and monthly deadlines. * Communicate and maintain good rapport with banking contacts concerning reconciling issues, statement errors, branch customer service issues, check cashing issues, etc. * Correspond with branch locations and supervisors regarding reconciling items, researching and resolving. * Research of returned checks; corresponding with branch locations to reverse and resolve from customers' accounts and clearing with bank transactions. * Utilize current software and banking websites and perform due diligence on disbursement accounts outstanding checks for escheatment. Will have primary responsibility for one or more of the below activities and provide backup support for others: * Reconciliation of live check accounts, identifying fraudulent/counterfeit activity, correspo0nd with field personnel, bank contacts and legal team to resolve. * Reconciliation of centralized bank accounts with reconciling software, identifying fraudulent activity and follow-up to prevent monetary losses. * Reconciliation of stand-alone bank accounts within reconciling software, identifying fraudulent activity and follow-up to present monetary losses. * Reconciliation of electronic payment transactions within reconciling software daily and monthly. * Prepare, maintain, and compile excel spreadsheets for chargebacks, refunds, and credits. * Prepare daily transactional book file postings for all electronic transactions and imports into General Ledger. * Prepare monthly postings of ICA fees for all electronic transactions and imports into General Ledger. * Compile debit card reports and provide to upper management monthly to analyze trends. * Reconciliation of PFS ACH Dealers, both Cash and Clearing Accounts monthly. * Reconciliation of Prepaid Debit Cards, both Cash and Clearing Accounts monthly. * Monitor field location funding needs via Increase Cash Supply (ICS) and Decrease Cash Supply (DCS) request; generate ACH transactions via banking website and forward for final approval. * Process and approve PFS ACH Dealers in Home Office for ACH payment. * Verify completion of PFS ACH Request Verification Form and Complete ACH dealer setup as requested. What You Need to Succeed * High school diploma or equivalent * 2 - 4 years relevant experience, specifically related to reconciliation work. * Computer literate with strong Excel skills. * Strong mathematic, problem solving, detail oriented, and customer service skills. * Working knowledge of GAAP. * Working knowledge of bank and general ledger account reconciliation. * Ability to work as a member of a team in a fast-paced work environment. Why You Will Love Working With Us Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility. * Long-term career growth * Hands-on leadership * Strong community presence * High standards of customer care * A supportive team environment Benefits * Medical, dental, vision, and life insurance * Paid time off and paid holidays * 401(k) with company match * Employee assistance program * Extensive training and professional development * Opportunities for advancement throughout the company Ready to Join Us? If you are looking for a career with a company that values stability, professional growth, and a culture of support, we'd love to speak with you.

Job Details Hilton Head Island NE - Hilton Head Island, SC Full Time $18.00 Hourly FinanceDescription At Coastal States Bank (CSB), we are Local. And Proud Of It. We are committed to the relationships we build, have a proven track record of success and share a passion for serving our clients and communities. We are looking for a full-time Banking Specialist (Teller) who contributes positively to their workplace. This position works Mondays through Fridays in a professional branch setting at our north end branch on Hilton Head, SC. Hourly rate is commensurate with experience. This position performs teller duties to ensure banking needs are being met in a timely and efficient manner. Required experience includes cash handling, working with computer based cash-handling systems and stellar customer service. This is not a remote or hybrid position. Out of town applications will not be considered. Benefits Include: 401(k) Contribution 401(k) Company Match AD&D insurance Bankers School Career Planning Dental Insurance Disability Insurance Employee Assistance Program Flexible Spending Account Medical Insurance Health Savings Account Life Insurance (Dependents & Spouse) Paid Family Medical Leave Paid Federal Holidays Paid Time Off Referral program Vision Insurance Essential Functions: Provides superior service to bank customers by performing banking transactions, handling both current and potential customer inquiries and expanding bank relationships. Directs customers with loan inquiries to appropriate personnel. Maintains and balances case drawer, received deposits, posts payments, and pay out customer funds. Projects a professional image of the bank. Provides excellent customer service and can work as a team with other members of the bank staff. Expands bank relationships by making appropriate referrals, such as mortgage and commercial lending. Perform account research and problem solving. Maintain customer satisfaction and confidence by representing the bank in a positive manner, maintaining confidentiality, answering various questions and conducting business in a professional manner. Answer all calls within 3 rings and return phone calls or follow-up within 24-hours. Maintain regular attendance and punctuality.1 Contribute to the bank team effort by working on special projects and reports, performing other job-related duties and accomplishing related results. Complete all mandatory training sessions as required by management. Demonstrate a full understanding of security and dual control policy and procedures. Comply with bank procedures and follow regulatory, operational and security guidelines. Follow all other instructions and perform other job-related duties, at the discretion of branch management. Critical Success Factors: Team Player Good interpersonal skills Positive Attitude\ Provides Exceptional Customer Service High Attention to Detail and Professional Presence Organizational Skills Strong Ethics Excellent Written and Oral Communication Skills Qualifications Preferred Education/Experience/Software: Must be a high school graduate or equivalent with good knowledge of basic math. Additional banking or general business courses is preferred. One-year cash handling and customer service background are required. Teller experience preferred. Knowledgeable in a wide range of Microsoft Office software applications. Training: Responsible for the timely completion of all required compliance training such has BSA, Information Security, and other job specific training as assigned. BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. . Additional Requirements: The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Ability to perform basic math calculations is essential. Manual dexterity and proficiency with both computer and calculator are required. Must have excellent customer relation skills. Work Environment/Physical Demands: Professional office environment. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to 10 pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.