The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
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.
$42k-70k yearly est. 1d ago
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Personal Banker - Floating
Renasant Bank 4.3
Trader job in Nashville, TN
Job ID 2026-15007
Personal Bankers are intentional about delivering a consistent best in class customer experience. A Personal Banker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective Personal Banker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
Execute and role model the Renasant service standards in every customer and teammate interaction
Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
Participate in community activities as a representative of Renasant Bank;
Serve as a back-up Teller or Head Teller, if needed
Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
Properly complete all account maintenance activities
Stay up-to-date and focused on all regulations, policies and procedures related to Personal Banker and other branch operations
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required, college education preferred
Minimum of 1 year related customer experience and sales experience required
Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
Ability to produce individual and team sales and customer experience results
Ability to remain focused on customer financial needs and acts with the customers priorities in mind
Knowledgeable of the financial services industry and local community to better serve the customer
Effective written and verbal communication skills
Attention to detail with strong record of accuracy in handling of transactions
Comfortable using a variety of technology software products to process transactions
Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
Aptitude to read, understand and apply all regulations, policies and procedures related to Personal Banker responsibilities and other branch operations
Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Personal Bankers:
Minimum of 2 years of successful personal sales experience
Ability to handle complex transactions with limited supervision
Operational strength with limited exceptions
Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed Personal Bankers:
Current State insurance license
Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$30k-36k yearly est. 19h ago
Banker
FSNB 4.1
Trader job in Knoxville, TN
FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller.
Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service.
FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary.
If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team.
What is in it for you:
Opportunity for pay increases as soon as 60 days
Incentive Compensation
Paid training
Paid vacation
Paid personal leave
Medical/Dental/Supplemental Insurance
401k Plan
Paid death benefit
Employee Assistance Program
Paid holidays
Flexible scheduling with Sundays off
Promotes from within
Growth/Career opportunities
Equal Opportunity Employer
$47k-83k yearly est. Auto-Apply 60d ago
Private Client Banker - Church and 4th Ave - Nashville, TN
Jpmorganchase 4.8
Trader job in Nashville, TN
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: **************************************************************************
$41k-86k yearly est. Auto-Apply 7d ago
Financial Services Representative
Firstbank 4.6
Trader job in Manchester, TN
The Financial Service Representative (FSR) delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. FSRs regularly apply policies and best practices based on FirstBank and financial industry knowledge.
Essential Duties and Responsibilties:
Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate.
Answer customers' questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities.
Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed.
Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program.
Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate.
Perform Financial Center operations activities in a support or lead role, which may include but is not limited to:
Assist customers with safe deposit box entry and accurate log maintenance.
Account maintenance, wire transfers, fraud packets, etc
Process reports as needed, including but not limited to the Nonsufficient Funds (NSF) report.
Assist in a Teller capacity when needed.
Financial Center Security Coordinator duties and/or Financial Center Disaster Recovery Notebook procedures as needed and required.
Provide consistent, distinctive service to all customers when delivering the FirstBank service experience.
Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Qualification:
Education: High school diploma or the equivalent required
Experience: Minimum of two years. Banking or sales environment experience is required.
Certifications and Licenses: National Mortgage Lending Service (NMLS) certification and Notary preferred. Must be bonded within first six months of employment.
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
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: **************************************************************************
$32k-63k yearly est. Auto-Apply 60d+ ago
Associate Financial Services Representative
Unum Group 4.4
Trader job in Chattanooga, TN
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
+ Award-winning culture
+ Inclusion and diversity as a priority
+ Performance Based Incentive Plans
+ Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability
+ Generous PTO (including paid time to volunteer!)
+ Up to 9.5% 401(k) employer contribution
+ Mental health support
+ Career advancement opportunities
+ Student loan repayment options
+ Tuition reimbursement
+ Flexible work environments
**_*All the benefits listed above are subject to the terms of their individual Plans_** **.**
And that's just the beginning...
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
**General Summary:**
General Summary:
This position is an entry level position within the Financial Recovery Unit (FRU). The incumbent is responsible for communicating a previously calculated overpayment or completing simple overpayment calculations from the available file information. When the overpayment has been determined and the file documented, the incumbent works directly with the claimant, advocate or employer, primarily on the phone, to ensure that overpayments are recovered timely and in accordance with the specific policy language.
This is a highly goal-oriented role; the incumbent is responsible for significantly contributing to the unit's overall recovery results.
The file complexity is restricted in scope and the incumbent will be expected to effectively administer and recover overpayments on multiple products and systems (Group STD, Life, and VB - Unum and Colonial) and may be expanded based upon department needs.
**Principal Duties and Responsibilities**
+ Analyze content of claim file and obtain the necessary financial and benefit information (that may not be immediately apparent) from colleagues, customers, and external resources to determine appropriate course of action on each file.
+ Consistently communicates, handles overpayment calculations and manages a caseload of claims with limited complexity, demonstrating a solid technical ability necessary to administer overpayment claims across multiple products and system applications.
+ Negotiates and binds the Company with respect to decisions made regarding appropriateness of pursuing overpayments (generally lower amounts than the Financial Services Representative (FSR) role.)
+ Thoroughly and accurately documents and codes FRU actions in claim and legacy systems with supporting rationale for actions and next steps.
+ Secures a professional relationship with the claimant and/or employer, provides excellent customer service, demonstrates empathy, and remains open to new information. Provides prompt, accurate, and courteous responses to customers to promote the Unum brand.
+ Partners with Lead FSRs by reviewing team worklists to ensure workloads are appropriately assigned. Participates in special projects and other assignments as needed.
+ This position may also include some administrative duties in support of the team.
**Job Specifications**
+ College degree preferred or equivalent work experience
+ Demonstrates computer literacy and/or working knowledge of various claim systems (i.e., BAS, Colonial & NaviLink)
+ Solid mathematical, oral, and written communication, and interpersonal skills
+ Strong service and quality orientation
+ Demonstrates efficiency in time management and ability to multi-task goals and priorities
+ Ability to work with others in a highly collaborative team environment
+ Self-motivated in a goal oriented environment
+ Adaptable to change
+ Ability to manage worklist effectively with quality while able to multi-task
+ Solid negotiation skills
+ Able to deal with conflict effectively and professionally
\#LI-BK1
~IN2
Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide.
Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.
The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience.
$36,000.00-$68,000.00
Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans.
Company:
Unum
$36k-68k yearly 32d ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Trader job in Franklin, TN
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, 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. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
$15.4-23.1 hourly Auto-Apply 5d ago
Patient Financial Services Representative
Addiction and Mental Health Services 3.8
Trader job in Louisville, TN
About Company:
We're officially a Great Place To Work ! We've always believed that supporting our team is just as important as supporting our patients. Now, we're proud to share that we've earned Great Place To Work Certification - based entirely on feedback from our own employees.
Read more here: *************************
This certification reflects the culture we've worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.
At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.
Our benefits include:
Medical Coverage - Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.
Expanded Coverage - Options for domestic partners and a wider network of in-network providers.
Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.
Voluntary Coverages - Pet insurance, home and auto insurance, family legal services, and more.
Student Loan Repayment - Available for nurses and therapists.
Retirement Benefits - 401(k) plan through Voya to help employees plan for the future.
Generous PTO - A robust paid time off policy to support work-life balance.
Voluntary Benefits for Part-Time Employees - Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.
At Bradford Health Services, we don't just invest in our patients-we invest in our people.
About the Role:
The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, explain charges, and resolve any discrepancies. By providing clear and compassionate communication, this role helps reduce patient stress related to medical bills and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to maintaining accurate financial records and enhancing patient satisfaction through effective financial service delivery.
Minimum Qualifications:
High school diploma or equivalent required; associate degree or higher preferred.
Previous experience in patient financial services, medical billing, or a related healthcare administrative role.
Strong understanding of medical insurance terminology, billing processes, and healthcare regulations.
Proficiency with electronic health record (EHR) systems and billing software.
Excellent communication and customer service skills.
Preferred Qualifications:
Certification in medical billing or coding (e.g., Certified Professional Biller or Certified Coding Specialist).
Experience working with multiple insurance providers and familiarity with Medicare and Medicaid billing.
Knowledge of healthcare compliance standards such as HIPAA.
Bilingual abilities to assist a diverse patient population.
Demonstrated ability to handle sensitive financial information with discretion and professionalism.
Responsibilities:
Respond promptly and professionally to patient inquiries regarding billing statements, insurance coverage, and payment options.
Verify patient insurance information and eligibility to ensure accurate billing and reimbursement.
Assist patients in setting up payment plans and provide guidance on financial assistance programs when applicable.
Collaborate with internal departments such as billing, coding, and insurance to resolve account discrepancies and denials.
Maintain detailed and accurate records of patient interactions, payments, and account adjustments in compliance with healthcare regulations.
Skills:
The Patient Financial Services Representative utilizes strong communication skills daily to clearly explain complex billing information and insurance details to patients, ensuring they understand their financial responsibilities. Analytical skills are essential for reviewing patient accounts, identifying discrepancies, and collaborating with insurance companies to resolve issues efficiently. Proficiency with billing software and electronic health records enables accurate data entry and account management, which supports timely and correct billing processes. Customer service skills are critical in managing patient interactions with empathy and professionalism, helping to reduce patient anxiety related to financial matters. Additionally, knowledge of healthcare regulations and compliance ensures that all financial transactions and patient information are handled securely and ethically.
$35k-47k yearly est. Auto-Apply 11d ago
Wealth Management Private Banker
United Community Bank 4.5
Trader job in Brentwood, TN
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You'll Do
Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
5+ years in private banking and/or wealth management.
Strong understanding of wealth management and planning concepts.
Expertise in consumer and commercial credit structuring and lending practices.
Proven track record in business development and client acquisition.
Bachelor's Degree.
Preferred Professional Designations:
CFP, CFA, CPA, and/or JD.
Life and Health Insurance.
Conditions of Employment
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status
Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range USD $0.00 - USD $0.00 /Yr.
$31k-41k yearly est. Auto-Apply 13d ago
Business Service Center Virtual Banker
First Horizon 3.9
Trader job in Knoxville, TN
At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time.
Summary:
As a Business Service Center virtual banker, you will be the driving force behind delivering an exceptional experience to our business clients. As a Business Service Center Virtual Banker, you'll work both independently and as part of a dynamic team to ensure our business client's banking needs are met with precision and efficiency. Each interaction is an opportunity to connect with our business clients and internal business partners and strengthen the client's relationship with First Horizon Bank.
Essential Duties and Responsibilities:
Ensure all callers are accurately identified complying with policy and procedure
Connect and provide support to business clients and internal business partners via telephone and virtual channels on all business products.
Research and resolve business client and internal business partner requests ensuring accurate information and timely resolution. Escalate as necessary ensuring any complaints are forwarded to the appropriate team for resolution.
Assist with account maintenance as outlined in policy and procedure
Adhere to all department policy and procedures
Provide exceptional client experience striving for one contact resolution
Provide feedback to improve the client experience
Education and/or Work Experience Requirements:
High School Diploma or equivalent required
Minimum two years of customer service experience or equivalent combination of education, training, and experience
Strong computer skills and ability to use multiple applications simultaneously
Bilingual in English and Spanish is a plus
Excellent verbal and written communication skills with emphasis on grammar and etiquette
Process strong problem-solving skills, customer advocacy, attention to detail expertise, and a commitment to maintaining confidentiality.
Physical Requirements:
Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards, including qualitative and/or quantitative productivity standards.
Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
Must be able to talk, listen and speak clearly on telephone.
Hours:
Mon-Fri within operating hours of 8:00 AM - 7:00 PM
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 *********************
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
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$46k-59k yearly est. 47d ago
Premier Private Banker II - Nashville, TN
South State Bank
Trader job in Nashville, TN
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures.
ESSENTIAL FUNCTIONS
* Actively participates in a business development plan to increase the Bank's loan and deposit portfolio
* Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts
* Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
* Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.
* Resolves customer problems and assists with general inquiries. Provides superior service to customers.
* Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels
* Develops and utilizes COI network to generate new business
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations.
* Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace
* Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
* Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience
* Experience: Minimum 3-5 years Business Banking or Private Banking experience; 3 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
* Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines.
* Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
$32k-63k yearly est. 29d ago
Community Banker - Mt. Juliet (Providence office)
Wilson Bank & Trust 4.0
Trader job in Mount Juliet, TN
Community Banker The Community Banker I performs teller and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers. The Community Banker I assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
Perform duties of both Customer Service Representative and Personal Banker based on customer demand within a bank office
Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions
Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity.
Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts
Perform teller capture duties
Balance cash drawer at end of shift
Maintain a work area that protects all negotiables and confidential records
Maintain knowledge of new and existing products and services
Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers
Responsible for exception resolution
Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels
Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers
Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner
Attend training as requested
Participate in outside community activities as required
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of retail banking experience preferred
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Basic organization and time management skills
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Effective verbal and written communication skills
Excellent interpersonal, critical thinking and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-starter, positive and enthusiastic with a desire to exceed expectations
Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
Ability to effectively work in collaboration with others
Ability to work Saturdays on a rotating basis
Ability travel to other offices within region as scheduled
Participation in community events as required
Willing to grow and be challenged
$31k-48k yearly est. 43d ago
Financial Services Representative
Worldacceptance
Trader job in Union City, TN
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 15d ago
Financial Services Representative
Imperial Dade
Trader job in Nashville, TN
Imperial Dade has a Financial Services Representative role available in Nashville, TN! Join a strong and continuously evolving group, helping to continue to grow our business. If you're eager for your next opportunity, Imperial Dade is a great place to take that next step.
The Financial Services Representative manages a portfolio of customer accounts to ensure the collection and resolution of past-due customer invoices.
You will:
Manage customer accounts within assigned portfolio (review order holds, collect receivables, monitor risk, assess and analyze creditworthiness)
Identify problem accounts, write-offs, and related adjustments, and lead work until resolution.
Provide impactful, proactive action plans via frequent monitoring of past due percentages.
Negotiate payment arrangements; create strategic action plans to enhance cash flow timeliness
Collaborate with the Business Operations and Cash Applications teams to resolve open credits & refunds
Manage compliance with required internal controls and departmental procedures.
Maintain portfolio to support functional metrics (past due percentage, average days past due, days sales outstanding, etc.)
You have:
5+ years of B2B collections work experience and sound knowledge of the order-to-cash process
Bachelor's degree in accounting or finance preferred, not required
Ability to quickly build rapport with customers externally and stakeholders internally
Proficient in Microsoft Office
$28k-42k yearly est. 5d 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. 30d ago
TRADITIONAL FINANCIAL SERVICES REPRESENTATIVE- DOWNTOWN GATLINBURG
Citizens National Bank 4.1
Trader job in Gatlinburg, TN
MISSION Grow a career in banking while creating a positive, distinctive banking experience through efficient, accurate and knowledgeable interactions with every client. ESSENTIAL FUNCTIONS * Contributes to the success of the team by actively participating in shared responsibilities and goals.
* Completes a variety of client transactions in an accurate and efficient manner.
* Upholds numerous compliance and regulatory requirements while operating in a time pressured environment.
* Engages in client communication to determine and meet various needs and expectations.
* Seizes opportunities to continue education that improves skills and knowledge.
QUALIFICATIONS
* Bachelor's degree or equivalent experience preferred
* Previous experience in a client service industry preferred
* Demonstrated knowledge of Citizens National Bank
* Proficient in technology based systems
* Proficient in professional written and verbal communication
COMPETENCIES
* Work Ethic: Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile
* Honesty & Integrity: Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully
* Positive Attitude: Exhibits passion and excitement over work; has a can-do attitude; coachable
* Teamwork: Works collaboratively across the organization to uphold our company mission; breaks down silos
* Efficiency: Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come
* Flexibility: Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change
* Calm Under Pressure: Maintains stable performance when under heavy pressure or stress; not reactive
* Communication: Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email
* Commitment: Being dedicated to the same mission as the company; cultural fit
* Good Judgment: Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures
* Professionalism: Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability
* Intelligence: Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information
BENEFITS
* Medical, Dental and Vision - 100% paid for the employee
* Life Insurance
* 401k
* Short Term and Long Term Disability
* Paid Time Off
* Additional Voluntary Benefits
Requirements
General hours are Monday through Thursday from 7:30AM to 4:00PM, Friday from 7:30AM to 6:00PM and Saturdays from 8:30AM to 2:00PM.
We are an equal opportunity employer and welcome all qualified candidates to apply.
$28k-33k yearly est. 7d ago
Patient Financial Services Rep
Bioventus 4.2
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.
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: **************************************************************************
$32k-64k yearly est. Auto-Apply 60d+ ago
Sr Community Banker - Business Banking
First Horizon Bank 3.9
Trader job in Murfreesboro, TN
**Schedule:** Monday through Friday. 9:00AM to 5:00PM Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts.
**Key Responsibilities Include**
+ Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
+ Cross-sells retail, investment, financial, and estate planning services.
+ Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
+ Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
+ Builds and maintains a portfolio mix of targeted high value and high potential clients.
+ Performs all other duties as assigned
**Qualifications Include**
+ Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination ofeducation and experience
+ Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Excellent presentation, verbal and written communication skills.
+ Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
+ Microsoft Office suite
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.
**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
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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.