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  • Manager in Training/Reserve Finance Associate

    The Mason Automotive Group

    Trader job in Lugoff, SC

    As a Manager in Training/Reserve Finance Associate at The Mason Automotive Group in Lugoff, SC, you will play a crucial role in upholding sales standards, managing bank relationships, and ensuring compliance with certifications. Description of the role: The Manager in Training/Reserve Finance Associate position at The Mason Automotive Group is a unique opportunity for individuals looking to excel in both sales and finance. You will start off as a sales associate, where you will be trained and monitored on your ability to assist customers effectively. As you prove yourself in sales as a high performing employee who shows the capacity to do more, you will have the opportunity to transition into a finance role and eventually move up to a reserve finance manager position. Responsibilities: Provide exceptional customer service as a sales associate Assist customers with product inquiries and purchases Participate in sales training programs to enhance skills Transition into finance responsibilities, including processing financial transactions Learn and apply financial management techniques to assist in the reserve finance manager role Maintain above average reports compared to industry averages Remain compliant with General Motors testing as well as financial standards Displaying the ability to manage time in an effective way Help promote a healthy, yet competitive environment where winning is expected not celebrated. Requirements: Previous sales experience of at least 2 years in a performance based industry Interest in finance and willingness to learn Strong communication and interpersonal skills Ability to work in a fast-paced environment Ability to manage personal, business, and consumer time Ability to show constant growth and drive to excel in both formats Benefits: Competitive salary range: $60,000.00 - $95,000.00 per year Opportunity for advancement within the company Comprehensive training programs Health, dental, and vision insurance options Paid time off and holiday pay About the Company: The Mason Automotive Group is a well-established company in Lugoff, SC, known for its commitment to customer satisfaction and employee development. Join our team and be part of a dynamic and growing organization that values hard work, dedication, and innovation.
    $60k-95k yearly Auto-Apply 60d+ ago
  • Private Client Banker - (New Build) Irmo - Columbia, SC

    Jpmorganchase 4.8company rating

    Trader 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 23d ago
  • Premier Private Banker II

    South State Bank

    Trader 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. 53d ago
  • Private Client Banker - (New Build) Irmo - Columbia, SC

    JPMC

    Trader 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: **************************************************************************
    $31k-64k yearly est. Auto-Apply 23d ago
  • Financial Services Specialist, Crop & Livestock Insurance

    Farm Credit 4.5company rating

    Trader job in Columbia, SC

    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)
    $40k-66k yearly est. 5d ago
  • Financial Services Representative (Temp-to-Hire)

    Worldacceptance

    Trader job in Columbia, 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: $16 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.
    $16 hourly Auto-Apply 42d ago
  • Military: Boots to Banking - Roving Personal Banker, Columbia, SC

    Wells Fargo 4.6company rating

    Trader job in Columbia, SC

    **Why Wells Fargo:** **Boots to Banking Program** 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies + Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Military experience including experience in having customer service focus and handling complex transactions across multiple systems + Military experience including supporting customers and employees in resolving or escalating concerns or complaints + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customers to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues **Job Expectations:** + Ability to travel 100% of the time within the district + Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position 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 **Posting Location(s):** + Greater Columbia, South Carolina **Pay Range:** + This job profile is eligible for a 10% pay differential. **\#BootstoBankingProgram** **Posting End Date:** 23 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. **Req Number:** R-507502
    $26k-33k yearly est. 18d ago
  • Military: Boots to Banking - Roving Personal Banker, Columbia, SC

    W.F. Young 3.5company rating

    Trader job in Columbia, SC

    Why Wells Fargo: Boots to Banking Program 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position 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 Posting Location(s): Greater Columbia, South Carolina Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 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.
    $26k-31k yearly est. Auto-Apply 20d ago
  • Patient Financial Services (PFS) Account Representative I

    NCMH External Candidates

    Trader job in Newberry, SC

    Are you ready to make a meaningful impact in the lives of others while working in a supportive, community-focused environment? Newberry Health is seeking a full-time Patient Financial Services (PFS) Account Representative I to join our exceptional team. Located in Newberry County, SC, Newberry Health is a 90-bed, acute-care, independent, not-for-profit hospital recognized with the Joint Commission Gold Seal of Approval. We are proud of our strong leadership, dedicated staff, and commitment to providing high-quality care for our patients. Job Summary: The Patient Financial Services Account Representatives are responsible for analyzing accounts receivable, resolving unpaid claims and handling billing inquiries. This includes follow up with third party payers as well as patients to ensure that payment is received in accordance with the payer contract. PFS Account Representatives comply with all applicable federal and state billing laws and regulations. Work is performed collaboratively with all team members of hospital departments, physicians and physician office staff, third party payers and patients to ensure accurate and timely payment. Requirements Education and Experience: Associates Degree or higher or High School Diploma or equivalent with two (2) years or more of specific revenue cycle job-related experience Successful completion of basic medical terminology course work Proven knowledge of Microsoft products to include; Outlook, Excel and Word Excellent written and verbal communication skills Ability to multi-task and prioritize Versatile and flexible, willing to work within constantly changing priorities Prior experience with the Meditech BAR system Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR) Exhibits effective and independent decision-making skills Certificates, Licenses, and Registrations: Healthcare Financial Management Association (HFMA) - Certified Patient Account Representative (CPAR) Newberry County Memorial Hospital provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $24k-37k yearly est. 60d+ ago
  • Patient Finance Services Billing Representative, FT, Days

    Prisma Health 4.6company rating

    Trader job in Columbia, SC

    Inspire health. Serve with compassion. Be the difference. Provides accurate and timely submission of claims for Prisma Health to various payer sources based on timely filing guidelines. Ensures specialty accounts are followed up on in a timely manner with increased focus on aged and high dollar accounts. Follows up and pursues identified payer variances after comparing expected to actual reimbursement received. Responsible for working with other departments when issues arise such as missing payments, payer delays, and technical denials. Ensures payment amount(s) from insurance carriers are correct and posted to accounts. Reviews accounts after payment posting to determine if balance needs moved to secondary payer or patient liability. Knowledge of payers and provides support to other team members as needed. Demonstrates exceptional relationships with external payers and internal departments in accordance with Prisma Health Standards of Behavior and Compliance. Accountabilities * Works and processes the Billing functions, including resolving the Discharged Not Final Billed/Stop Bill errors that prevented the account from billing, the resolution of Claim Edits in order to submit to our Claims Clearinghouse for electronic submission. Also processes the daily paper claims submissions for primary and secondary claims. - 30% * Follows up on Specialty AR accounts assigned to determine if the claim has been accepted and processed for payment or denied. Reviews claim rejections and re-bills accounts when appropriate. Effectively and timely identifies the root cause of non-payment denials and works with the insurance company, the patient and Prisma Health departments to find resolution to claim denials, making all necessary claim and account corrections to ensure the full reimbursement of services rendered. - 25% * Escalates accounts both at the payer and/or internally when appropriate, as well as involving the patient appropriately in accordance with the Prisma Health escalation guidelines in order to keep AR aging at acceptable levels for payer issues. - 10% * Identify system issues through trending and repetitive actions that require workflow review or changes to resolve compliant billing. - 5% * Utilize proper tools to communicate with Prisma Health department teams on specific errors for corrections related to their area of responsibility. - 5% * Contacts insurance payers, patients or guarantors at established intervals to follow-up on status of delinquent accounts, determines the reason of delay and expedites payment. - 5% * Must meet daily performance productivity and quality goals. Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems and owns/acts on quality problems. Actively contributes to department goals. Effectively utilizes time and resources, assisting co-workers as time allows. Must be dependable. - 5% * Maintains professional growth and development through seminars, workshops, in-service meetings, current literature and professional affiliations to keep abreast of latest trends in field of expertise. - 5% * All policies and procedures will be strictly adhered to. HIPAA, security, dress code, etc. will be conscientiously followed. Understands, promotes and adheres to all matters of compliance with laws and regulations. High level demonstration of the Standards of Behaviors. - 5% * Communicates well both verbally and in writing, shares information with others & has good listening skills. - 5% Supervisory/Management Responsibilities * This is a non-management job that will report to a supervisor, manager, director or executive. Minimum Requirements * High school diploma or equivalent. * 3 years - hospital claims and billing follow-up; understanding of the hospital and physician claim forms, knowledge of payer guidelines. Required Certifications/Registrations/Licenses * N/A In Lieu Of The Minimum Requirements Listed Above * Bachelor's degree and 2 years of hospital billing, follow-up/denials. Other Required Sills and Experience * Facility claims and billing follow up and/or medical office experience - required. * Communication skills and respect for details - preferred. * CRCA or CRCR - preferred. Work Shift Day (United States of America) Location Colonial Life Building Facility 7001 Corporate Department 70019012 Patient Account Services Share your talent with us! Our vision is simple: to transform healthcare for the benefits of the communities we serve. The transformation of healthcare requires talented individuals in every role here at Prisma Health.
    $21k-28k yearly est. 26d ago
  • Financial Services Representative - State Farm Agent Team Member

    Robbie Streett-State Farm Agent

    Trader job in Lexington, SC

    Job DescriptionBenefits: Competitive salary Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Robbie Streett - 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 investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $24k-37k yearly est. 3d ago
  • Relationship Banker - Elgin, IL

    Wintrust 4.9company rating

    Trader job in Elgin, SC

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Relationship Banker! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discretionary bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture What you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by: Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs Operating a teller drawer serving customers in the lobby/drive-up Opening accounts, performing account maintenance and assisting customers with digital products Recognizing potential fraud and other risks Depending on the shift, you might be responsible for bank opening/closing Helping support community and bank events Qualifications: 1-3 years of experience in a customer service, financial service, or sales role High School diploma or GED required Intermediate computer skills Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated hourly rate for this role is $21.00-$28.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $21-28 hourly Auto-Apply 60d+ ago
  • Financial Services Representative (Temp to Hire)

    World Finance 4.2company rating

    Trader job in Orangeburg, 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 - $16 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.
    $15-16 hourly Auto-Apply 12d ago
  • Financial Services Specialist

    First Citizens Bank 4.8company rating

    Trader job in Camden, SC

    Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the fulfillment of deposit accounts, payment solutions, digital access products and lending; as well as identifying and referring sales opportunities to the appropriate bank partner. Adapts to the needs of the branch, providing customer service in both a transaction processing and sales role. Qualities of a successful candidate: Influence: Capable of building rapport with different personalities to drive positive results Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolution Responsibilities * The essential functions of the job include, but are not necessarily limited to, the following: * Proactively engaging customers in conversation about their financial needs * Opening deposit accounts, small loans and ancillary banking products * Facilitating customer awareness and education of bank services, including digital banking capabilities * Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs * Processing transactions and other account servicing requests Qualifications Bachelor's Degree and 0 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Education: Bachelor's degree Preferred Area of Experience: Telephone sales License or Certification Type: Must possess a valid driver's license. Position may require driving to other offices, bank customers, etc. Bank car not provided. Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $33k-51k yearly est. 53d ago
  • Manager in Training/Reserve Finance Associate

    The Mason Automotive Group

    Trader job in Lugoff, SC

    Job Description As a Manager in Training/Reserve Finance Associate at The Mason Automotive Group in Lugoff, SC, you will play a crucial role in upholding sales standards, managing bank relationships, and ensuring compliance with certifications. Description of the role: The Manager in Training/Reserve Finance Associate position at The Mason Automotive Group is a unique opportunity for individuals looking to excel in both sales and finance. You will start off as a sales associate, where you will be trained and monitored on your ability to assist customers effectively. As you prove yourself in sales as a high performing employee who shows the capacity to do more, you will have the opportunity to transition into a finance role and eventually move up to a reserve finance manager position. Responsibilities: Provide exceptional customer service as a sales associate Assist customers with product inquiries and purchases Participate in sales training programs to enhance skills Transition into finance responsibilities, including processing financial transactions Learn and apply financial management techniques to assist in the reserve finance manager role Maintain above average reports compared to industry averages Remain compliant with General Motors testing as well as financial standards Displaying the ability to manage time in an effective way Help promote a healthy, yet competitive environment where winning is expected not celebrated. Requirements: Previous sales experience of at least 2 years in a performance based industry Interest in finance and willingness to learn Strong communication and interpersonal skills Ability to work in a fast-paced environment Ability to manage personal, business, and consumer time Ability to show constant growth and drive to excel in both formats Benefits: Competitive salary range: $60,000.00 - $95,000.00 per year Opportunity for advancement within the company Comprehensive training programs Health, dental, and vision insurance options Paid time off and holiday pay About the Company: The Mason Automotive Group is a well-established company in Lugoff, SC, known for its commitment to customer satisfaction and employee development. Join our team and be part of a dynamic and growing organization that values hard work, dedication, and innovation.
    $60k-95k yearly 19d ago
  • Relationship Banker - Columbia Area - Columbia, SC

    Jpmorgan Chase 4.8company rating

    Trader job in Columbia, SC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $27k-35k yearly est. 3d ago
  • Relationship Banker - Columbia Market - Columbia, SC

    JPMC

    Trader job in Columbia, SC

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $28k-37k yearly est. Auto-Apply 60d+ ago
  • Military: Boots to Banking - Roving Personal Banker, Columbia, SC

    Wells Fargo Bank 4.6company rating

    Trader job in Columbia, SC

    Why Wells Fargo: Boots to Banking Program 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 Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Military experience including experience in having customer service focus and handling complex transactions across multiple systems Military experience including supporting customers and employees in resolving or escalating concerns or complaints Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customers to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues Job Expectations: Ability to travel 100% of the time within the district Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position 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 Posting Location(s): Greater Columbia, South Carolina Pay Range: This job profile is eligible for a 10% pay differential. #BootstoBankingProgram Posting End Date: 23 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.
    $26k-33k yearly est. 17d ago
  • Patient Finance Services Billing Representative, FT, Days

    Prisma Health-Midlands 4.6company rating

    Trader job in Columbia, SC

    Inspire health. Serve with compassion. Be the difference. Provides accurate and timely submission of claims for Prisma Health to various payer sources based on timely filing guidelines. Ensures specialty accounts are followed up on in a timely manner with increased focus on aged and high dollar accounts. Follows up and pursues identified payer variances after comparing expected to actual reimbursement received. Responsible for working with other departments when issues arise such as missing payments, payer delays, and technical denials. Ensures payment amount(s) from insurance carriers are correct and posted to accounts. Reviews accounts after payment posting to determine if balance needs moved to secondary payer or patient liability. Knowledge of payers and provides support to other team members as needed. Demonstrates exceptional relationships with external payers and internal departments in accordance with Prisma Health Standards of Behavior and Compliance. Accountabilities Works and processes the Billing functions, including resolving the Discharged Not Final Billed/Stop Bill errors that prevented the account from billing, the resolution of Claim Edits in order to submit to our Claims Clearinghouse for electronic submission. Also processes the daily paper claims submissions for primary and secondary claims. - 30% Follows up on Specialty AR accounts assigned to determine if the claim has been accepted and processed for payment or denied. Reviews claim rejections and re-bills accounts when appropriate. Effectively and timely identifies the root cause of non-payment denials and works with the insurance company, the patient and Prisma Health departments to find resolution to claim denials, making all necessary claim and account corrections to ensure the full reimbursement of services rendered. - 25% Escalates accounts both at the payer and/or internally when appropriate, as well as involving the patient appropriately in accordance with the Prisma Health escalation guidelines in order to keep AR aging at acceptable levels for payer issues. - 10% Identify system issues through trending and repetitive actions that require workflow review or changes to resolve compliant billing. - 5% Utilize proper tools to communicate with Prisma Health department teams on specific errors for corrections related to their area of responsibility. - 5% Contacts insurance payers, patients or guarantors at established intervals to follow-up on status of delinquent accounts, determines the reason of delay and expedites payment. - 5% Must meet daily performance productivity and quality goals. Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems and owns/acts on quality problems. Actively contributes to department goals. Effectively utilizes time and resources, assisting co-workers as time allows. Must be dependable. - 5% Maintains professional growth and development through seminars, workshops, in-service meetings, current literature and professional affiliations to keep abreast of latest trends in field of expertise. - 5% All policies and procedures will be strictly adhered to. HIPAA, security, dress code, etc. will be conscientiously followed. Understands, promotes and adheres to all matters of compliance with laws and regulations. High level demonstration of the Standards of Behaviors. - 5% Communicates well both verbally and in writing, shares information with others & has good listening skills. - 5% Supervisory/Management Responsibilities This is a non-management job that will report to a supervisor, manager, director or executive. Minimum Requirements High school diploma or equivalent. 3 years - hospital claims and billing follow-up; understanding of the hospital and physician claim forms, knowledge of payer guidelines. Required Certifications/Registrations/Licenses N/A In Lieu Of The Minimum Requirements Listed Above Bachelor's degree and 2 years of hospital billing, follow-up/denials. Other Required Sills and Experience Facility claims and billing follow up and/or medical office experience - required. Communication skills and respect for details - preferred. CRCA or CRCR - preferred. Work Shift Day (United States of America) Location Colonial Life Building Facility 7001 Corporate Department 70019012 Patient Account Services Share your talent with us! Our vision is simple: to transform healthcare for the benefits of the communities we serve. The transformation of healthcare requires talented individuals in every role here at Prisma Health.
    $21k-28k yearly est. Auto-Apply 28d ago
  • Financial Services Representative (Overstaff)

    Worldacceptance

    Trader job in Lexington, 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: $17 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.
    $17 hourly Auto-Apply 60d ago

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How much does a trader earn in Forest Acres, SC?

The average trader in Forest Acres, SC earns between $50,000 and $138,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average trader salary in Forest Acres, SC

$83,000
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