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  • Branch Service Advisor | Financial Licensing Required | 10am-7pm CST/ 11am-8pm EST

    Raymond James Financial, Inc. 4.7company rating

    Trader job in Memphis, TN

    **Responsibilities** : + Provide advanced product/service information and respond to complex customer questions about the product/service. + Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required. + Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required. + Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. + Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. + Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services. + Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. **Skills** : + Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance. + Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance. + Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance. + Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. + Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. + Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance. + Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance. + Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. + Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. + Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client's organization. + Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity. + Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference. + Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. **Licenses/Certifications** - **SIE required** (prior to start) _provided that an exemption or grandfathering cannot be applied._ - **Series 7 License** **required,** _or ability to obtain within six (6) months._ - **Series 63 (or 66) License** **required** , _or ability to obtain within six (6) months._
    $74k-101k yearly est. 6d ago
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  • Business Banker I

    Simmonsbank 4.5company rating

    Trader job in Memphis, TN

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Essential Duties and Responsibilities Strategic focus on small and mid-size commercial client activity through relational selling as a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Simmons Bank's products and services. Establishes and negotiates the terms under which commercial credit will be extended including cost, risk, and profitability determining the method, schedule and collateral requirements. Well trained on identifying and referring SBA opportunities. Reviews and analyzes financial information to determine a customer's creditworthiness. May present recommendations to loan committee and exhibits a deep understanding of credits presented. Responsible for the profitability of all commercial relationships within the portfolio. Responsible for growing deposits as well as loans. Monitor loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies. Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits. Actively refers other bank products, such as: all commercial loan and deposit products, treasury management, mortgage, employee benefits, wealth management services and related retail products to build deep banking relationships. Become active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank. Ability to meet individual goals and contribute in a team-oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit. Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills Well-developed interpersonal and negotiating skills. Excellent written and verbal communication skills. Basic accounting, credit, and sales skills. Detail oriented and proven ability to multi-task. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations. Ability to read, analyze and interpret financial report and/or legal documents. Ability to write routine reports and business correspondence. Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors. Education and/or Experience A Bachelor's degree in business, finance, related field, or relevant job experience is preferred. One to two years lending experience with basic sales skills are preferred. Experience in the local market required for better understanding of the lending environment and potential customer base is preferred. Computer Skills MS Office programs Experience with lending computer software is preferred. Certificates, Licenses, Registrations NMLS required. Other Qualifications (including physical requirements) Time Management Strong leadership skills Able to motivate and lead others Must possess oral and written communication skills Must maintain the ability to perform in a sales environment Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Skills Training: Communication, Critical Thinking, Problem Solving Presentation Skills, Sales, Time Management Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
    $58k-75k yearly est. Auto-Apply 48d ago
  • Financial Advisor - Investment Services Group

    Truist Financial Corporation 4.5company rating

    Trader job in Bartlett, TN

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests. 2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product educational seminars for clients and prospects. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills. 6. Competent skills in Microsoft Office software products. Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $42k-68k yearly est. 60d+ ago
  • Relationship Banker II (Southgate Branch)

    Regions Bank 4.1company rating

    Trader job in Memphis, TN

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor's degree Life Insurance License One (1) year of cash-handling, banking, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Excellent relationship-building skills Strong communication and customer focus Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $43,814.19 USD Median: $52,402.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsSouthgate MemphisLocation:Memphis, Tennessee Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $43.8k-52.4k yearly Auto-Apply 6d ago
  • Financial Services Specialist

    Evolve Careers

    Trader job in Memphis, TN

    We're a world-class financial technology company that is passionate about what we do. Evolve has been voted a Top Workplace for the last seven years and has been named a Inc. 5000 fastest growing company. As an Evolve Financial Services Specialist in our world class customer support center you will have the opportunity to serve our Evolve legacy division clients, as well as, the end-users of our cutting-edge Fintech clients. Your role in delivering an amazing experience for these clients is at the leading edge of banking and financial technology. You'll have the opportunity to interact and support clients through voice calls, emails, chat, SMS, social media and more using the latest technology and support tools. Inquiries will run the gamut across many banking products from checking accounts, cards, online banking, bill pay and much more! Because we provide service to the end-users of our clients, you will have the opportunity to be a brand ambassador for our Fintech - the experience you deliver directly influences our and their reputation and customer loyalty - a big responsibility. Specialists will work both individually and in a team environment to ensure customers' banking and financial technology needs are recognized and efficiently met. Every customer interaction is considered an opportunity to deepen the bank/client relationships while delivering on Evolve's brand. Main Job Tasks and Responsibilities: Quickly and accurately answer customer inquiries in a professional and energetic fashion following our defined Customer Experience Guide. Deliver exceptional service to our customer by going out of the way to resolve their issues/concerns. Provide first call resolution - respond to and resolve, during the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs by asking clarifying questions. Identify and offer customers the products and services they need and want to succeed financially. Help guide and educate customers about the fundamentals and benefits of products being serviced/offered. Meet and/or exceed established team goals for quality and productivity. Recognize and escalate issues (systematic, product, etc.) that negatively impact the customer experience through the appropriate channel(s). Education and Experience: Associate or bachelor's degree. Banking experience required. Customer Support Center experience. General banking industry business knowledge. A plus - Bilingual in English and Spanish - ability to read, write and speak both languages without limitation or assistance. 2+ year of customer service experience. Key Competencies: Passion for customer experience and for assisting internal/external customers. Excellent verbal and written communication skills with emphasis on proper grammar, etiquette, and voice qualities such as tone, inflection and enunciation. Must be passionate about contributing to an organization focused on continuously improving customer experiences. Problem solving ability and customer advocacy. Strong computer skills and the ability to utilize multiple computer applications simultaneously. Close attention to detail, demonstrate positive attitude and professional demeanor - practicing strict confidentiality for all sensitive information.
    $29k-45k yearly est. 29d ago
  • Financial Services Representative - State Farm Agent Team Member

    Steve Womack-State Farm Agent

    Trader job in Memphis, TN

    Job DescriptionBenefits: Incentive Based Bonus 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Training & development Overview As a Financial Services Specialist with our State Farm agency, you will play a vital role in growing and servicing our client base by prospecting and selling a comprehensive portfolio of financial products. Your focus will include life insurance, health insurance, annuities, investment planning services, and property & casualty insurance. This role offers a unique opportunity to build a strong pipeline of clients with a structured compensation plan designed to reward your success. Key Responsibilities: Provide personalized financial planning and guidance across insurance, investment, and retirement products. Build and maintain strong client relationships through proactive communication and exceptional service. Develop new business opportunities through prospecting and needs-based selling. Recommend and present tailored solutions in life, health, property & casualty, annuities, and investment planning. Collaborate with the career agent to execute business plans and deliver an outstanding client experience. Educate clients on financial tools and resources to help them manage and monitor their portfolios effectively. Required Qualifications: Strong prospecting and relationship-building skills. Excellent communication and interpersonal skills. Self-motivated with a goal-oriented mindset. Ability to work independently and as part of a team. Active Securities Industry Essentials (SIE) Exam, Series 66 and Series 63, and Series 65 licenses. Active Life & Health License Minimum of 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
    $28k-40k yearly est. 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    Jeff Herman-State Farm Agent

    Trader job in Memphis, TN

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Training & development Tuition assistance Join Our Team as a Financial Services Representative with Jeff Herman - State Farm Agent Are you a motivated and customer-focused professional with 3+ years of experience in financial services? Do you have a passion for helping individuals and families secure their financial future? If so, we invite you to join Jeff Herman - State Farm Agent as a Financial Services Representative, where youll play a key role in marketing tailored financial products that help manage everyday risks and achieve long-term goals. In this dynamic role, you will work closely with the agent and our dedicated team to understand customer needs and deliver personalized solutions in retirement planning, college funding, wealth management, and insurance-based financial products. Your strong communication and presentation skills will enable you to build lasting relationships within the community and guide clients toward confident financial decisions. What Youll Do: Consult with customers on comprehensive financial planning and investment options to meet their unique goals. Assist clients with portfolio management and asset allocation strategies that align with their risk tolerance and objectives. Conduct thorough financial reviews and recommend appropriate products that protect and grow their wealth. Collaborate with the Agent to develop effective strategies for financial planning meetings. Ensure all activities comply with financial regulations and industry standards. What Were Looking For: 3+ years of experience in financial services, demonstrating your expertise and commitment to client success. Life and health insurance licenses achieved or in progress, with FINRA Series 65, 6, and 63 licenses preferred. Exceptional analytical skills combined with the ability to communicate complex financial concepts clearly and confidently. A genuine passion for helping others protect their financial future and achieve peace of mind. If youre ready to make a meaningful impact and grow your career in a supportive, client-centered environment, we want to hear from you. Join Jeff Herman - State Farm Agent and help shape the financial well-being of our community!
    $28k-40k yearly est. 5d ago
  • Patient Financial Services Rep

    Bioventus 4.2company rating

    Trader job in Memphis, TN

    Are you ready to work for a more active world? At Bioventus, our business depends on developing our people. We invest in you and challenge you to be the best. We value our colleagues for their different perspectives and individual contributions, and our leaders listen. Our success rests on working together to achieve shared goals and rewards. Join a diverse team of global colleagues driven to help patients resume and enjoy active lives. As a Patient Financial Services (PFS) Representative, you will be responsible for explaining patients' insurance coverage, negotiating favorable payment terms, and securing payment from patients for Bioventus products. This role also supports patient education regarding product clinical benefits so patients are well informed and confident in moving forward with prescribed treatment. The PFS Representative communicates with patients from diverse backgrounds and plays a key role in supporting access to care. Key Responsibilities: * Reviews benefits investigation summaries with patients to ensure understanding of any out-of-pocket costs associated with Bioventus products. * Explains the clinical benefits of Bioventus products and answers patient questions clearly and effectively to support informed decision-making. * Communicates with patients from diverse backgrounds, including Spanish-speaking patients, to explain coverage, payment options, and next steps as needed. * Takes payments and negotiates favorable payment arrangements with patients. * Administers patient assistance programs when appropriate, in accordance with company policies and guidelines. * Schedules shipment or delivery of Bioventus products to patients. * Provides required forms to patients and ensures timely and accurate completion. * Partners with the reimbursement services team to obtain any additional patient information required. * Completes all required training in a timely and satisfactory manner. * Holds oneself and others accountable to conduct business in compliance with Bioventus' Code of Compliance, policies, procedures, and internal controls applicable to the role. * Performs other duties as assigned. Education and Experience: * High school diploma plus four (4) years of related experience or a four-year college degree * Demonstrated success in an inside sales, patient services, or customer service role preferred * Experience in a healthcare or reimbursement environment strongly preferred * Bilingual (English/Spanish) communication skills preferred * Strong verbal and written communication skills with the ability to interact effectively with patients and internal stakeholders * Strong persuasion and negotiation skills * Proficiency in Microsoft Word, Excel, Outlook, or similar software; SAP or other integrated systems experience a plus Are you the top talent we are looking for? Apply now! Hit the "Apply" button to send us your resume and cover letter. Bioventus is committed to fostering an inclusive and diverse community of employees with a strong sense of belonging. We believe we are bettered by all forms of diversity and take pride in working with top talent from every walk of life. In the spirit of inclusivity, qualified applicants will be considered without regard to age, ethnicity, disability, gender, veteran status, gender expression, gender identity, nationality, race, religion or sexual orientation. All individuals, regardless of personal characteristics, are encouraged to apply.
    $27k-35k yearly est. Auto-Apply 10d ago
  • Relationship Banker - Memphis Market - Memphis, TN

    JPMC

    Trader job in Memphis, TN

    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: ****************************************************************
    $31k-40k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Trader job in Senatobia, MS

    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-$18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-18 hourly Auto-Apply 49d ago
  • Relationship Banker - Memphis Market

    Bank of America 4.7company rating

    Trader job in Memphis, TN

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-35k yearly est. Auto-Apply 5d ago
  • Relationship Banker II - Float

    Trustmark 4.6company rating

    Trader job in Memphis, TN

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement. Responsibilities Coach and serve as a mentor to Relationship Bankers and Tellers Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers Handle the cash shipment and vault management for a branch Ability to handle the origination of consumer loans. Identify customer needs and make the appropriate referrals through proactive sales/service efforts Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver an exceptional customer experience that follows Trustmark's service standards Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts) Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales Making outreach calls to customers and/or prospects Comply with the bank's guidelines, policies, procedures, and standards of performance Travel between branch locations Perform additional duties as assigned Qualifications High school diploma or GED 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals. Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment Be able to register with the National Mortgage Licensing System and Registry (NMLS) Able to use basic math concepts and can handle routine transactions and close out the cash drawer Exceptional customer service skills with the ability to learn and communicate Trustmark products Pass appropriate assessment tests related to customer service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to learn internal technology systems to perform work tasks Strong interpersonal and communication skills both verbal and written Time management skills Detail-oriented with a focus on quality and accuracy Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Experience in maintaining and balancing a cash drawer preferred Prior supervisory experience in a retail or bank environment preferred Prior experience processing consumer or mortgage loans preferred 2 years of banking industry knowledge specifically of the Relationship Banker position preferred Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
    $30k-35k yearly est. Auto-Apply 60d ago
  • Personal Banker - Memphis, TN

    Wells Fargo 4.6company rating

    Trader job in Memphis, TN

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate 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: * 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: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer 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 * Experience fostering and developing strong customer relationships * 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 * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * 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 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 * This position is not eligible for Visa sponsorship Posting Location(s): * HACKS CROSS - 3611 Hacks Cross Rd - Memphis, TN - 38125 * BARTLETT EAST- 9059 Hwy 64 - Arlington, TN - 38002 * EAST MEMPHIS - 6445 Poplar Ave - Memphis, TN - 38119 * CORDOVA -1365 N Germantown Pkwy - Cordova, TN - 38016 * APPLING ROAD - 7435 Hwy 64 - Memphis, TN - 38133 * UNION AVE &CLAYBROOK ST - 42 S Claybrook St - Memphis, TN - 38104 Posting End Date: 22 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-36k yearly est. 11d ago
  • Financial Services Representative

    World Finance 4.2company rating

    Trader job in Senatobia, MS

    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-$18 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-18 hourly Auto-Apply 3d ago
  • Administrative and Finance Associate

    Center for International Private Enterprise (CIPE 4.1company rating

    Trader job in Manila, AR

    The Center for International Private Enterprise (CIPE) strengthens democracy around the globe through private enterprise and market-oriented reform. CIPE is one of the four core institutes of the National Endowment for Democracy and an affiliate of the U.S. Chamber of Commerce. Since 1983, CIPE has worked with business leaders, policymakers, and civil society to build the institutions vital to a democratic society. CIPE's key program areas include enterprise ecosystems, democratic governance, business advocacy, anti-corruption & ethics, and trade. Position: Administrative and Finance Associate Position Type: Full-time Location: Manilla, Philippines Duration: One-year term with possibility of renewal Reporting to: Senior Manager, Finance and Office Administration Scope: The Administrative and Finance Associate will support the Senior Manager for Finance and Office Administration and will also provide general administrative support to program staff of CIPE Asia Regional Office in the Philippines. Position Summary The Administrative and Finance Associate will assist the Senior Finance and Office Administration Manager in undertaking administrative, financial, and logistical support on activities organized by the Asia regional office in the Philippines. In addition, the Associate will provide dedicated support to the Country Director and Senior Manager for Finance and Office Administration in managing the transition of the CIPE Philippines business registration. Administrative and Operations Support * Assist in ensuring the smooth daily functioning of the physical office, including reception, utilities, cleanliness, and safe workplace maintenance. * Assist in compiling and maintaining legal, regulatory, and other requirements to support field office operations including maintaining an office filing system and archiving. * Liaise with finance and office administration manager on municipal hall compliance related to business registration and permits and licenses issuance. * Support dissemination of administrative notices, policies, and updates to staff. * Assist program team in maintaining and updating project files, including project progress reports, workplans and budgets in compliance with grants and finance policies. * Assist program team in reviewing partners financial reports and partners finance documents. * Assist in facilitating international travel arrangements, events, and local meeting logistics. * Coordinate with building management, service providers, and vendors for routine office and facility needs. * Assist in preparing maintenance requests and service contracts related to office operations (utilities, cleaning and pest control, equipment servicing). * Support staff with workspace requirements, meeting preparations, and visitor facilitation. Finance and Accounting Support * Prepare payment vouchers in accordance with CIPE's payment request process. * Prepare daily cash position report. * Prepare and generate financial statement reports as needed for budget actual vs. forecast preparation. * Prepare monthly bank reconciliation of accounts. * Maintain daily bookkeeping management and organize accounting records. * Process invoice payments and follow up with partners, suppliers, and vendors, etc. * Process monthly local tax payments deducted from vendors/ suppliers, staff payroll, and other government mandated payments. * Assist in updating field office book of accounts (General Journal, General Ledger, Cash Receipts and Cash Disbursements). * Assist in updating the overall monitoring of the regional office cost center budgets. * Assist in creating cost and price analysis reports. * Liaise with finance and office administration manager and program staff to handle payments for partners, suppliers, and vendors. * Assist in the preparation for audit and review related to local regulatory compliance. * Provide administrative support during budget preparation. * Assist in facilitating procurement requests of the regional office in compliance with CIPE procurement policies. * Maintain and update inventory list of field office furniture, equipment, and other physical assets. * Carry out any other duties as may be required by the finance and operations manager and country director. * Adhere to appropriate office procedures, CIPE and donor organization policies, and procedures. Business Registration Transition * Assist the Country Director and Senior Manager for Finance and Office Administration in preparing documents and requirements for transitioning the office's business registration. * Assist in liaising with government agencies, corporate service providers, and legal counsel and other advisors to support compliance with regulatory requirements. * Maintain organized filing of all registration-related documentation and correspondence. * Assist in tracking deadlines, submission status, and approvals related to the registration process. * Provide logistical support for meetings or consultations related to business registration. Qualifications * Bachelor's degree in business administration, finance, accounting, management or related field. * Minimum one year of relevant experience in administrative and accounting and finance support roles. * Experience in office administration, financial management and accounting is preferred. * Familiarity and experience with Philippine business registration process, regulatory compliance, and corporate administration. * Strong organizational and multitasking skills with excellent attention to detail. * Good communication and interpersonal skills. * Proficiency in MS Office applications (Word, Excel, Outlook, PowerPoint) and digital collaboration tools. * Ability to handle sensitive documents and information with discretion. * Commitment to upholding ethical standards and integrity in all aspects of work, including the handling of sensitive information and engagement with diverse stakeholders.
    $46k-64k yearly est. 2d ago
  • Senior Relationship Banker

    First Horizon Bank 3.9company rating

    Trader job in Millington, TN

    **Hours:** Monday - Thursday, 8:00am - 4:45pm, Friday 8:00am - 6:15pm, Saturday 8:30pm - 1:15pm Provides quality, accurate and timely customer service. Promotes bank products through positive proactive sales, informs and educates customers about products, services, and benefits. Embraces the sales strategy of the Bank. Performs related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals, etc). Performs the most complex assignments and will assume a lead role in coaching and cross-sell training as needed. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer's request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Profiles customers to identify needs, follow through and close the sale. + Responsible for supporting the teller line to keep the customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed). + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Participate in client/prospect calling activities during special deposit/loan campaigns. + Assists in conducting meetings to promote sales, product knowledge and customer service. Assists Branch Manager with training personnel. + Take loan applications for personal/retail consumer needs as required. + Prepares basic business loans for underwriting. + Assist with dual control vault responsibilities and assists with audit controls. + Assist branch management with 'on the job training" of new employees. + All other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. * High school diploma or general education degree (GED) * 5+ years of experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-37k yearly est. 3d ago
  • Personal Banker I

    Cadence Bank 4.7company rating

    Trader job in Southaven, MS

    As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. Functions: * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Qualifications: * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
    $29k-35k yearly est. 13d ago
  • Banker

    Penn Entertainment 4.2company rating

    Trader job in Tunica Resorts, MS

    WE'RE CHANGING ENTERTAINMENT. COME JOIN US. We're always looking for talent that believes in having fun. At PENN Entertainment, you'll get to be a part of an exciting industry, where the days and nights are fast paced. You'll work with an incredibly diverse set of coworkers driven by their enthusiasm for helping people find and have more fun. You'll also get to work at a company that cares about your career growth and will help you get the support you need to expand your possibilities. Initial placement within the salary range is based on an individual's relevant knowledge, skills, and experience. Base salary is just one component of our competitive Total Rewards package, which includes wellness programs designed to support our team members' financial, physical, and mental well-being. Specific benefits-such as day-one medical coverage, 401(k) matching, and annual performance bonus-may vary by position. Paid time off is earned according to the local policy and increases with the length of employment. Click HERE to discover how we empower team members to grow, thrive, and advance in their careers. WE LOVE OUR WORK. - The incumbent on this position is responsible for accurate accountability of the cashier department activity - Performance in this position must be pleasant, efficient, an honest manner at all times - Will also be responsible for accurately completing and updating electronic MTL/MiL and chip bank - Accurately process Poker Room activity; verification of front line cashier transactions over $1,000.00; verification of hand-to-hand transactions between cashiers; conduct transactions with other departments as needed, in the absence of Assistant Supervisor or above - This position must be able to perform Cashier duties as needed - Understands department objectives, standards, and guidelines - Posses thorough knowledge of casino policies for all cashier areas - Maintain security and accountability over all funds, to include chips, coins, tokens, cash currency, foreign cash currency and paperwork - Observe and verify funds received and disbursed to other departments, guests and transactions between cashiers - Verify all Cashier and Main Bank paperwork is accurately completed prior to sending to accounting/Audit - All internal customers must be treated with prompt, courteous and friendly service - Be flexible with your schedule and be willing to assist in any cashiering area as needed and instructed to do so by the Cashier Lead/Supervisor on duty - Ensure accurate compliance with E-MTL/MiL paperwork and entry - Process table fills and credits per requests - Process Poker Room transactions - Perform the duties of front line cashiers as business demands - Perform check cashing transactions - Thorough knowledge of the paid in/out guidelines - Work with Vault to ensure timely process of buys BRING US YOUR BEST. - High school diploma or equivalent - Attention to detail - Must be proficient in Microsoft applications (Excel, Access, Word) - Willing to learn and be adaptable - Strong interpersonal skills - Ability to work independently - Ability to accurately identify and cash different denominations of gaming tokens, currency, chips, etc - Ability to communicate effectively with patrons, subordinates and all levels of employees - Understanding of property and department policies and procedures - Accounting background helpful - Accurately process Fast Cash Ticket Redemption, end of shift process - Ability to handle multiple priorities in a fast paced environment - Work around moving equipment and non-toxic chemicals - Exposure to second hand smoke - Willing to work various shifts and days off - Knowledge of casino functions - Ability to work in an environment of various levels of noise and large crowds - Ability to stand on feet throughout shift - All other duties assigned by Lead Cashier and above - Performance in this position must be pleasant, efficient, an honest manner at all times. - Maintain security and accountability over all funds, to include chips, coins, tokens, cash currency, foreign cash currency and paperwork - Observe and verify funds received and disbursed to other departments, guests and transactions between cashiers - Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 25 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces STAY IN THE GAME. FOLLOW US. We've grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via the Score Bet Sportsbook and Casino . Being an industry leader means more than being a purveyor of fun. We are also committed to values like diversity and sustainability - for our community, our team members, our vendors, and our planet. We're changing entertainment. Follow us. Equal Opportunity Employer
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Branch Service Advisor | Financial Licensing Required | 10am-7pm CST/ 11am-8pm EST

    Raymond James 4.7company rating

    Trader job in Memphis, TN

    This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN corporate office. Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units. Job Description Responsibilities: Provide advanced product/service information and respond to complex customer questions about the product/service. Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required. Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required. Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. Provide exceptional service to customers to encourage continued use of the organization's products/services. Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance. Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance. Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance. Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance. Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance. Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client's organization. Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity. Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference. Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. Licenses/Certifications • SIE required (prior to start) provided that an exemption or grandfathering cannot be applied. • Series 7 License required, or ability to obtain within six (6) months. • Series 63 (or 66) License required, or ability to obtain within six (6) months. Education High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $74k-101k yearly est. Auto-Apply 5d ago
  • Financial Advisor - Investment Services Group

    Truist 4.5company rating

    Trader job in Bartlett, TN

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests. 2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product educational seminars for clients and prospects. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills. 6. Competent skills in Microsoft Office software products. Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)
    $42k-68k yearly est. 60d+ ago

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How much does a trader earn in Millington, TN?

The average trader in Millington, TN earns between $44,000 and $118,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average trader salary in Millington, TN

$72,000
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