Trader jobs in Mooresville, NC

Job DescriptionSalary: Corporate Sales Trader for Portugal based in Madrid, Spain We are looking for a results-driven Corporate Sales Trader to join our Carbon Trading Desk in Madrid. This is a front-office role focused on building strong client relationships and executing trades in the EU Emissions Trading System (EU ETS) the worlds largest carbon market. You will work closely with corporate clients to help them meet compliance obligations, understand market trends, and make informed decisions on when and how to buy or sell EU Allowances (EUAs). You will also introduce risk management strategies and financial instruments to help clients manage exposure to market volatility. Since 2001, Vertis has been a pioneer in carbon markets. Our mission is toinspire and empower businessesto transition to a low-carbon economy. Join us in shaping a greener future. About the Role As aCorporate Sales Trader, you will: Build and maintain strong, trust-based relationships with corporate clients in Portugal Understand client compliance needs and provide tailored trading solutions Execute trades in EUAs and related instruments in line with client objectives Monitor market developments and share timely insights to support client decision-making Offer guidance on risk management strategies, including hedging options Represent Vertis at industry events, webinars, conferences, and client meetings Become a subject matter expert in carbon markets and EU ETS. Your work will directly impact some of the largest polluters globally, helping them manage their emission requirements and comply with climate regulations. Key Responsibilities Maintain and grow Vertis's position as a leading player in emissions offsetting in Portugal Advise clients on market opportunities and compliance strategies Monitor market trends, regulations, risks, and opportunities Build strategic partnerships across the industry Convert leads into long-term clients and successful transactions Provide market intelligence to support trading and risk strategies Represent Vertiss brand across various channels and platforms What Were Looking For 3+ years of proven sales experience, ideally in sales trading, finance, commodities, or environmental markets. Strong commercial mindset, entrepreneurial drive and focus on delivering value to clients Excellent communication skills in Portuguese (native),English (professional), and Spanish (professional) Ability to analyze market data and translate it into practical advice. Valid drivers license regular travel required Degree in Economics, Finance, Business Administration, or related field (required by regulation) What We Offer A front-office role in a fast-growing and dynamic market Competitive base salary + performance-based bonus Long-term career prospects in an evolving financial sector International, collaborative, and purpose-driven work environment Office first and flexible working model Team-building events, company trips, and regular activities The satisfaction of contributing to agreener future Vertis provides equal employment opportunities to all qualified candidates and employees. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We value a diverse workplace and encourage individuals from all groups and backgrounds to apply. Selection for roles will be based on individual merit alone. Should you have concerns about the objectivity or transparency of your application process, we invite you to report it to ***************** Vertis complies with all GDPR requirements. For more information on our data protection policy, please visit**********************************************

We are seeking a seasoned and strategic Senior Portfolio Trader to join our Trade Operations team. In this role, you will lead complex trade scenarios, drive scalable process improvements, and serve as a key partner across investment, operations, and client-facing teams. You will be responsible for overseeing portfolio level trade generation, ensuring alignment with client mandates, model strategies, tax optimization, and drift guidelines. This role demands both deep technical expertise and operational oversight, with a focus on scalability, accuracy, and exceptional client outcomes. The ideal candidate combines advanced portfolio management knowledge with a passion for solving complex problems, streamlining workflows, and driving innovation. This is an exceptional opportunity for professionals who thrive in a collaborative, fast-paced environment and are committed to elevating client experience through thoughtful, data-driven trading strategies. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our Charlotte, North Carolina office. Responsibilities: Oversee trade process controls for reasons such as portfolio drift, model changes, tax optimization, cash management, sleeve allocation changes, and client directed activities Own high-impact bulk trading events such as dollar cost averaging, scheduled withdrawals, tax harvest, corporate action model updates and trades tied to ad-hoc client requests. Serve as primary trading representative and subject matter expert in cross-functional collaboration with internal teams such as investment program group and trade executions to ensure accurate and efficient trading Respond to escalations regarding portfolio management inquiries, impact evaluation, and recommendations that ensure alignment with portfolio guidelines and operational feasibility Identify and implement improvements in trade generation processes, oversight mechanisms, and reporting structures to enhance efficiency and control. Lead training initiatives for both onshore and offshore teams to ensure consistent understanding of process changes and trading workflows Play a key role in projects aimed at optimizing portfolio outcomes, scaling operational capabilities, and improving client experience Collaborate with internal stakeholders to improve data accuracy, reduce manual dependencies, and streamline trade-related operations. Conduct process reviews to ensure data integrity, identify root causes of trade discrepancies, and escalate unresolved issues to leadership for remediation Influence platform development through participation in UAT, feedback, and validations Responsible for development of test scripts and oversight over execution of user acceptance testing to validate new processes, system enhancements, or rule changes tied to trade generation lifecycle. Collect and evaluate data metrics to show alignment with team objectives and deliverables, support decision making, and identify process inefficiencies or areas lacking control. Create and deliver weekly and quarterly reporting metrics utilizing dashboards and visual summaries that translate complex trading and portfolio management topics into clear, digestible insights for stakeholders. Update and create SOPs to ensure accuracy, clarity, and alignment with current workflows Design and refine process maps to uncover inefficiencies, identify improvement opportunities, and simplify complex workflows for broader stakeholder understanding Facilitate team discussions to surface and mitigate high-risk issues, serving as immediate escalation point for daily operational challenges Required Qualifications: Bachelor's degree, preferably in Finance, Economics, or related fields 5+ Years of experience in portfolio management, investment operations, or similar role within financial services Effective written and verbal communication skills; comfortable explaining trade rationale to non-technical stakeholders. Excellent attention to detail and analytical thinking, with the ability to connect trading logic to portfolio outcomes. Demonstrated expertise in portfolio construction concepts, investment strategies, and risk management principles. Proven ability to manage competing priorities in a high-volume, high-risk environment Ability to work autonomously in a fast-paced environment, exercising independent judgement while collaborating with others. Experience with large scale trading or portfolio platforms (Vestmark, InvestCloud, Aladdin, or similar) Preferred Qualifications: Familiarity with Salesforce application Advanced Excel and data analysis skills; exposure to SQL a plus Familiarity with process mapping for optimization and gap analysis Compensation: The Base Salary range for this position is between $80,000-$95,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: The mindset of a capitalist and the heart of an altruist, High energy level and strong work ethic, Strong sense of mission and passion, High self-confidence and an optimistic approach, Integrity and trustworthiness, Resilience and humility, and Total commitment in everything you do, Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts. Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus. An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)

Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future. Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Job DescriptionBenefits: Bonus based on performance Stock options plan Training & development About Us Were a rapidly growing life insurance agency dedicated to helping families secure their financial futures. Our team operates 100% virtually, providing personalized insurance solutions with integrity, compassion, and professionalism. Were expanding nationwide and seeking driven individuals who want more than just a sales job we offer a clear path into leadership and management for those ready to take their careers to the next level. What Youll Do Connect with warm leads (no cold calling) via phone, Zoom, or other virtual platforms Educate clients on life insurance options tailored to their goals and needs Assist clients with the application and underwriting process Maintain regular follow-ups and build long-term relationships Work closely with mentors and managers to develop advanced sales and leadership skills Build and manage your own sales team as you grow within the organization What We Offer Fully remote and flexible schedule work from anywhere with Wi-Fi Leads provided no need to hunt or cold call Comprehensive training program learn sales, licensing, and leadership skills Performance-based promotions leadership opportunities for top performers High-commission structure + residual income potential Supportive team environment with mentorship and collaboration What Were Looking For Strong communication and interpersonal skills Entrepreneurial mindset with a drive for personal growth Self-disciplined, coachable, and goal-oriented Comfortable using Zoom and other virtual communication tools Must be able to obtain (or already hold) a state life insurance license Previous sales experience is a plus, but not required we provide full training Career Path This role begins with virtual sales training and client interaction. Top performers are eligible for advancement into Agency Management, where youll lead, mentor, and develop your own team while earning overrides and bonuses on your teams production.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Join our team. Make a difference - for us and for your future. n Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Zach Barnes, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode Island; Pennington, New Jersey; Jacksonville, Florida; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The **Financial Services Representative I** is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. **Job Description:** This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. **Responsibilities:** -Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner -Triages client requests and makes referrals to appropriate internal specialists -Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities **We'll help you:** -Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy -Get training and one-on-one coaching from academy managers who are invested in your success -Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide -Develop techniques to confidently engage with clients by telephone -Continue to learn and grow in a culture where growth and career advancement are a priority **As a Financial Services Representative I, you can look forward to:** -Providing a world class client experience through point of call account servicing and resolution -Working in a well-compensated, highly collaborative environment -Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America **You're the kind of person that (required skills):** **-** **Must be a current Bank of America Year Up intern with good performance history** -Is client-focused with a passion for excellence and a positive team attitude -Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment -Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams -Is an effective communicator with an aptitude for sales and relationship management -Has strong computer skills -Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication -Is ambitious, disciplined, hardworking, resilient and willing to learn -Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST **We're a culture that:** -Believes in responsible growth and is dedicated to supporting the communities we serve -Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience -Believes diversity makes us stronger, so we can reflect, connect to and meet the needs of our clients around the world -Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs - **Skills:** -Active Listening -Attention to Detail -Critical Thinking -Customer and Client Focus -Oral Communications -Account Management -Client Experience Branding -Decision Making -Emotional Intelligence -Result Orientation -Adaptability -Coaching -Prioritization -Referral Identification -Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

**Schedule:** Monday through Friday 8:30AM to 5:05PM, The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and Business Development + Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. + Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. + Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency + Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. + Assist banking center management with "on the job training" of new associates. + Assist with dual control vault responsibilities and audit controls. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related 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) + 2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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 **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **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.

The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). Opens all types of personal and business accounts and prepare related documentation (25%). Inputs and closes personal loan applications including DDA lines of credit and credit card applications. Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: Deposit accounts Debit and Credit cards Safe deposit boxes Official checks Any other bank product or service Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. Interfaces with customers via telephone or in person. Must be able to support multiple branch locations as needed. Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. Achieves activity and growth goals as well as customer satisfaction objectives. Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. Inputs and follows through with loan applications following operational and regulatory requirements. 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED); or the equivalent combination of education and experience. Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Competitive Compensation & Benefits Package! eligible for - Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation and sick time accrual 12 paid holidays State Retirement (pension plan) 401(k) Plan with employer match Company paid life and disability insurance Wellness Programs Public Service Loan Forgiveness Qualifying Employer See attachment for additional details. Office Location: Available for Hickory, NC Closing Date: Open Until Filled Primary Purpose of Position: This position is responsible for all the Transitions to Community Living (TCL) financial activities. Role and Responsibilities: 60%: Accounting/General Ledger Reconciliation of TCL member allowances (includes obtaining, tracking receipts and reconciling between ledgers). Assure proper coding and payment for TYSR, Barrier, CCT, CLA, Prorated rents, Security Deposits, Hold Fees, and Special Claims Prepare/Process TCL subsidy payments and adjustments Securing vendors documents as required Monthly preparation of journal entries and reconciliations related to TCL 25%: Procurement: Responsible for TCL purchasing and LME/MCO compliant with statutory requirements controlling purchasing for local governments in NC and LME/MCO policy and procedure Record and track all TCL purchase requests and assure that budget is available for purchases Assist staff with TCL purchases 10% Other Assist auditors during annual fiscal audit as needed Audit Clive, reconcile and recover funds based on audit Ensure Bridge clients are set up in Temporary Housing and Expenses are available with means to their budget 5% Reports Primary responsibility for preparation and submission of accurate FSR amounts and records in a timely manner Knowledge, Skills and Abilities: Strong working knowledge of North Carolina governmental purchasing rules and regulations General knowledge of accounting and auditing principles and practices Knowledge of and ability to explain and apply the provisions of the standardized accounting practices adopted by State Government Working knowledge of accounting software Ability to interpret and analyze accounting data and apply that analysis to the departmental or institutional needs and determine compliance with pertinent guidelines, rules, regulations, and laws Ability to establish and maintain effective working relationships with representatives of related contact agencies, departmental staff, vendors, and the public Excellent communication skills, both orally and in writing High level of accounting and data entry skill Excellent computer skills and proficiency in Word, Excel, and Outlook Education and Experience Required: Associate Degree in Accounting or Business and three (3) years of experience in business or governmental agency; or an equivalent combination of education and experience. NC residency, or within 40 miles of the NC border, is required.

Job Description Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: The mindset of a capitalist and the heart of an altruist, High energy level and strong work ethic, Strong sense of mission and passion, High self-confidence and an optimistic approach, Integrity and trustworthiness, Resilience and humility, and Total commitment in everything you do, Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts. Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus. An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124) Powered by JazzHR CXshQlohEM

Primary Office Location:2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110.Join our team. Make a difference - for us and for your future.n Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. Job Description: This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. Responsibilities: * Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner * Triages client requests and makes referrals to appropriate internal specialists * Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities We'll help you: * Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy * Get training and one-on-one coaching from academy managers who are invested in your success * Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide * Develop techniques to confidently engage with clients by telephone * Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to: * Providing a world class client experience through point of call account servicing and resolution * Working in a well-compensated, highly collaborative environment * Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills): * Must be a current Bank of America Year Up intern with good performance history * Is client-focused with a passion for excellence and a positive team attitude * Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment * Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication * Is ambitious, disciplined, hardworking, resilient and willing to learn * Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST We're a culture that: * Believes in responsible growth and is dedicated to supporting the communities we serve * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience * Believes diversity makes us stronger, so we can reflect, connect to and meet the needs of our clients around the world * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs * Skills: * Active Listening * Attention to Detail * Critical Thinking * Customer and Client Focus * Oral Communications * Account Management * Client Experience Branding * Decision Making * Emotional Intelligence * Result Orientation * Adaptability * Coaching * Prioritization * Referral Identification * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: * Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. * Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). * Opens all types of personal and business accounts and prepare related documentation (25%). * Inputs and closes personal loan applications including DDA lines of credit and credit card applications. * Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: * Deposit accounts * Debit and Credit cards * Safe deposit boxes * Official checks * Any other bank product or service * Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. * Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. * Interfaces with customers via telephone or in person. * Must be able to support multiple branch locations as needed. * Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. * Achieves activity and growth goals as well as customer satisfaction objectives. * Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. * Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. * Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. * Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. * Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. * Inputs and follows through with loan applications following operational and regulatory requirements. * 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. * Completes annual compliance courses. * Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. * Adheres to all levels of our Service Excellence standards. * Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED); or the equivalent combination of education and experience. * Work related experience could consist of reception or secretarial duties in a business environment. * Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. * Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. * Excellent organizational and time management skills - ability to work with minimal supervision. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. * Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.