Customer Service Representative (Part-Time), Murfreesboro
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Murfreesboro, TN
Customer Service Representative, Part-Time The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
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
Develop and grow knowledge of new and existing products and services
Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of previous customer service 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 to travel to other offices within region as scheduled
Participation in community activities, as required
Willing to grow and be challenged
$30k-35k yearly est. 38d ago
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Customer Service Representative, Cookeville
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Cookeville, TN
Customer Service Representative The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
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
Develop and grow knowledge of new and existing products and services
Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of previous customer service 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 to travel to other offices within region as scheduled
Participation in community activities, as required
Willing to grow and be challenged
$30k-35k yearly est. 44d ago
Store Manager
Advance Financial 4.3
Martin, TN job
Are you looking for better pay, better benefits, a career? And on top of that, a $500 Sign-on Bonus paid after 90 days of employment.
You're a born team leader. And eager for an opportunity to lead, coach and supervise a team of go-getters while overseeing day-to-day operations of a retail store. Our store managers have a broad scope of responsibilities in our retail locations throughout the great state of Tennessee. Managing staff is just half of it. You'll train to manage the sales process and productivity of your store, ensure compliance with state and federal laws and company policies, and work directly with customers to deliver a world-class customer service experience. Ready for the challenge? Let's meet.
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Generous PTO and paid time off to volunteer
Paid parental leave
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
What You'll Do
Supervise day to day operations of each assigned store
Continually train and develop staff members
Ensure adequate staffing levels at all times
Routinely evaluate staff performance
Maintain a positive work environment
Communicate effectively with supervisor and supervised staff
Manage customer and employee concerns and complaints
Maintain a clean and safe lobby and workspace
Enforce the company's policies and procedures
Comply with all state and federal laws governing the financial services industry
What We're Looking For
High School Diploma required
College Degree Preferred
Minimum 2 years management experience in retail, hospitality, restaurant or other comparable business required
Cash handling experience preferred
Computer keyboard proficiency required
Must understand and be able to meet the demands of customer service focused retail environment
Must be willing to work in an environment where performance will be measured and judged
Have the ability to work effectively with others in a team environment
Ability to thrive in a fast-growing always changing environment
Must be a great sales leader with excellent skills in driving store revenue growth
Must have reliable transportation and travel to a variety of locations in order to meet staffing demands
Must be available to work all shifts, days, evenings, nights and weekends
Intermediate understanding of Microsoft Word, Excel & Outlook
Supervisory Responsibilities
The manager will have direct supervisory responsibility for the personnel working at his or her assigned locations. The position is responsible for maintaining superb communications between the assigned locations, Operations Management, and the Support Center
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$32k-54k yearly est. Auto-Apply 25d ago
Commercial Lender - West End Office
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Nashville, TN
Commercial Lender If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you. Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow. Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
Be the Guide for Life's Big Decisions
Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you're more than a banker-you're a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business. You'll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions. Over time, you'll see those dreams come to life-homes filled with laughter, businesses thriving in your community-and know you played a part in it. It's about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter. Your career grows alongside the people you serve, and together, you'll write stories of progress and possibility that last for generations.
JOB SUMMARY:
The Commercial Lender meets with prospects and customers to develop and retain commercial business, especially in a designated region. With a focus on lending, this position retains and deepens existing relationships and develops new business through business calls, as well as collaboration with internal business partners to offer a range of banking products and services. The Commercial Lender reports to the Regional President or Market Leader and provides excellent service and support to customers and teammates while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
Develop and retain commercial business, especially in assigned designated region, meeting with prospects and customers of various size and complexity
Make business calls independently and also in collaboration with internal business partners to offer a range of banking products and services
Schedule and coordinate meetings with customers and prospects. Attend business events. Serve as point of contact for new and existing customers.
Receive loan applications and related documentation required at application
Conduct preliminary credit analysis, review customer financial statements, and make recommendation to management
Prepare loan proposals and credit memos, negotiating terms such as loan repayment methods and collateral specifications
Develop and maintain interest rate structure consistent with bank policies and procedures and competitive with current market rates
Comply with loan underwriting criteria to include approval limits, LTV, lien position, insurance requirements, etc.
Responsible for monitoring construction draws, clearing exceptions, and gathering financial documentation from customers and internal teams
Monitor loan status and follow up on outstanding documentation
Communicate with prospects and borrowers on the status of credit decisions
Maintain collection efforts to minimize past-due accounts
Attend office and bank meetings, as scheduled, providing input and updates on commercial lending activities as required
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training and participate in outside community activities, as requested and/or required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
Bachelor's degree in business, finance, or related field
3 years of experience in commercial lending
Previous sales experience, specifically managing relationships and developing new business
Knowledge of real estate lending, documentation, collateralization, UCC-1 Law, lien perfections, and Deeds of Trust
Strong knowledge of financial principles, loan underwriting, lending regulations, credit analysis, and contracts with individual or corporate borrowers
Understanding of the loan-funding process and use of general ledger accounts for funding
Ability to work on multiple projects simultaneously
Effective verbal and written communication skills and excellent interpersonal skills
Effective presentation skills
Attention to detail, critical thinker 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-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Must be able to work extended hours as needed
Willing to grow and be challenged
Comprehensive Benefits & Recognition:
We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our
Employee Assistance Program
and
Employee Care Fund
provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. Grow With Us: “Grow With Us” is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through
School Bank
, exploring diverse career paths through our
Banker Academy
Program
, or investing in yourself through our
Employee Stock Purchase
program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
$41k-52k yearly est. 2d ago
Community Banker - Mt. Juliet (Providence office)
Wilson Bank & Trust 4.0
Wilson Bank & Trust 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. 40d ago
Financial Advisor - Chattanooga
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Chattanooga, TN
Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management 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:
Deliver financial planning services to client base utilizing resources provided by Raymond James Financial Services
Proactively seek new client relationships for wealth enhancement and financial planning services
Utilize network and referrals to identify prospective clients and facilitate outreach
Serve as point of contact for existing clients and initiate timely and ongoing communication as needed
Promote established investment models and strategies that are suitable for targeted clients
Embrace a team approach, as well as communicate and collaborate with other advisors and staff
Adhere to all company and industry supervisory guidelines and policies
Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations
Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
Bachelor's degree
5 years of financial planning and/or investment advisory experience
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
Experience with servicing high net worth clients
Proficiency with Microsoft Office Suite
Excellent verbal, written, presentation, and interpersonal communication skills
Experience with relationship management and business development with exceptional follow-up skills
Attention to detail, critical thinker 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 and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
$50k-90k yearly est. 60d+ ago
Office Manager
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Brentwood, TN
The Office Manager is responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office. This position develops new customer relationships and deepens existing relationships through outside calling and other business development efforts. The Office Manager originates loans and manages a loan portfolio. This position reports to the Retail & Operations 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:
Responsible for achieving budgeted loan, deposit, and income goals and managing financials for a bank office
Provide an extraordinary customer experience and hold team accountable for same
Utilize sales and service strategies to develop new customer relationships and deepen existing relationships, including outside sales calling and active participation in follow-up strategies
Originate loans and manage a loan portfolio
Perform duties of both Customer Service Representative and Personal Banker based on staffing and customer demand within the office
Responsible for resolution of deposit and loan exceptions for the bank office
Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis.
Assist team members with complex or escalated customer issues or concerns
Confirm office is compliant with regulations, policies and procedures to include annual and quarterly audits and security of premises
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional associations, and attending bank-sponsored or required training
Participate in outside community activities, as required
Perform other duties, as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
3 years of retail banking experience, previous lending experience preferred
1 year of supervisory or leadership experience
Possess knowledge, skills, and abilities necessary to perform all job duties and responsibilities
Proficient with Microsoft Office Suite and other standard software applications
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
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 and ability to lead a team
Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
Ability to effectively work in collaboration with others to achieve business objectives
Ability to work Saturdays on a rotating basis
Participation in community events and in school banking program are required, as are public speaking, and working extended hours, as needed
Willing to grow and be challenged
$39k-52k yearly est. 2d ago
Mortgage Loan Originator - Cookeville
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Cookeville, TN
Mortgage Loan Originator Location: Cookeville JOB SUMMARY: The Mortgage Loan Originator develops mortgage loan business by generating a referral base to identify new prospects. This position interviews loan applicants, informs applicants of documentation needed for processing, and monitors the loan process to facilitate timely closings. The Mortgage Loan Originator reports to the Mortgage Division President and provides excellent customer service to employees while demonstrating the Company values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES:
Originate quality conventional, FHA, VA, RD, and THDA residential loans based on secondary market guidelines
Responsible for generating production volume based on assigned production goals
Network with realtors, builders, attorneys, and CPAs to generate a referral base
Develop mortgage loan business with new prospects
Interview loan applicants and generate complete loan applications with necessary supporting documentation for submission to processing
Monitor the loan process to facilitate timely closings
Utilize sales and service strategies to retain existing relationships and enable growth of new relationships. Actively participates in follow-up strategies.
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
3 years of residential mortgage origination experience
Ability to develop business in the targeted market areas
Extensive knowledge of all guidelines, laws, and regulations related to mortgage lending
Proficient with Microsoft Office and other standard software applications
Strong interpersonal, communication, presentation and networking skills
Ability to work on multiple projects simultaneously
Effective verbal and written communication skills
Critical thinking, analytical ability, 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-motivated, positive, and enthusiastic with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
$28k-38k yearly est. 60d+ ago
Store Manager
Advance Financial 4.3
Nashville, TN job
Are you looking for better pay, better benefits, a career? And on top of that, a $500 Sign-on Bonus paid after 90 days of employment.
You're a born team leader. And eager for an opportunity to lead, coach and supervise a team of go-getters while overseeing day-to-day operations of a retail store. Our store managers have a broad scope of responsibilities in our retail locations throughout the great state of Tennessee. Managing staff is just half of it. You'll train to manage the sales process and productivity of your store, ensure compliance with state and federal laws and company policies, and work directly with customers to deliver a world-class customer service experience. Ready for the challenge? Let's meet.
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Generous PTO and paid time off to volunteer
Paid parental leave
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
What You'll Do
Supervise day to day operations of each assigned store
Continually train and develop staff members
Ensure adequate staffing levels at all times
Routinely evaluate staff performance
Maintain a positive work environment
Communicate effectively with supervisor and supervised staff
Manage customer and employee concerns and complaints
Maintain a clean and safe lobby and workspace
Enforce the company's policies and procedures
Comply with all state and federal laws governing the financial services industry
What We're Looking For
High School Diploma required
College Degree Preferred
Minimum 2 years management experience in retail, hospitality, restaurant or other comparable business required
Cash handling experience preferred
Computer keyboard proficiency required
Must understand and be able to meet the demands of customer service focused retail environment
Must be willing to work in an environment where performance will be measured and judged
Have the ability to work effectively with others in a team environment
Ability to thrive in a fast-growing always changing environment
Must be a great sales leader with excellent skills in driving store revenue growth
Must have reliable transportation and travel to a variety of locations in order to meet staffing demands
Must be available to work all shifts, days, evenings, nights and weekends
Intermediate understanding of Microsoft Word, Excel & Outlook
Supervisory Responsibilities
The manager will have direct supervisory responsibility for the personnel working at his or her assigned locations. The position is responsible for maintaining superb communications between the assigned locations, Operations Management, and the Support Center
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$32k-55k yearly est. Auto-Apply 31d ago
Call Center Agent
Advance Financial 4.3
Remote or Nashville, TN job
Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs.
Benefits We Offer
$18-$22 per hour
$500 Sign-on Bonus paid after 90 days of employment
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
Paid Parental Leave
On-site gym
Generous PTO plan including a Paid Birthday holiday
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a “Happy to Help” attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$18-22 hourly Auto-Apply 17d ago
Financial Advisor - Cool Springs/Maryland Farms
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Brentwood, TN
Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
REQUIRED QUALIFICATIONS:
Bachelor's degree
5 years of financial planning and/or investment advisory experience
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
Experience with servicing high net worth clients
Proficiency with Microsoft Office Suite
Excellent verbal, written, presentation, and interpersonal communication skills
Experience with relationship management and business development with exceptional follow-up skills
Attention to detail, critical thinker 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 and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
$50k-88k yearly est. 60d+ ago
Commercial Lenders - Rutherford County, TN
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Smyrna, TN
Commercial Lenders The Commercial Lender meets with prospects and customers to develop and retain commercial business, especially in a designated region. With a focus on lending, this position retains and deepens existing relationships and develops new business through business calls, as well as collaboration with internal business partners to offer a range of banking products and services. The Commercial Lender reports to the Regional President or Market Leader and provides excellent service and support to customers and teammates while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
Develop and retain commercial business, especially in assigned designated region, meeting with prospects and customers of various size and complexity
Make business calls independently and also in collaboration with internal business partners to offer a range of banking products and services
Schedule and coordinate meetings with customers and prospects. Attend business events. Serve as point of contact for new and existing customers.
Receive loan applications and related documentation required at application
Conduct preliminary credit analysis, review customer financial statements, and make recommendation to management
Prepare loan proposals and credit memos, negotiating terms such as loan repayment methods and collateral specifications
Develop and maintain interest rate structure consistent with bank policies and procedures and competitive with current market rates
Comply with loan underwriting criteria to include approval limits, LTV, lien position, insurance requirements, etc.
Responsible for monitoring construction draws, clearing exceptions, and gathering financial documentation from customers and internal teams
Monitor loan status and follow up on outstanding documentation
Communicate with prospects and borrowers on the status of credit decisions
Maintain collection efforts to minimize past-due accounts
Attend office and bank meetings, as scheduled, providing input and updates on commercial lending activities as required
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training and participate in outside community activities, as requested and/or required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
Bachelor's degree in business, finance, or related field
3 years of experience in commercial lending
Previous sales experience, specifically managing relationships and developing new business
Knowledge of real estate lending, documentation, collateralization, UCC-1 Law, lien perfections, and Deeds of Trust
Strong knowledge of financial principles, loan underwriting, lending regulations, credit analysis, and contracts with individual or corporate borrowers
Understanding of the loan-funding process and use of general ledger accounts for funding
Ability to work on multiple projects simultaneously
Effective verbal and written communication skills and excellent interpersonal skills
Effective presentation skills
Attention to detail, critical thinker 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-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Must be able to work extended hours as needed
Willing to grow and be challenged
$41k-52k yearly est. 46d ago
Store Manager
Advance Financial 4.3
Johnson City, TN job
Are you looking for better pay, better benefits, a career? And on top of that, a $500 Sign-on Bonus paid after 90 days of employment.
You're a born team leader. And eager for an opportunity to lead, coach and supervise a team of go-getters while overseeing day-to-day operations of a retail store. Our store managers have a broad scope of responsibilities in our retail locations throughout the great state of Tennessee. Managing staff is just half of it. You'll train to manage the sales process and productivity of your store, ensure compliance with state and federal laws and company policies, and work directly with customers to deliver a world-class customer service experience. Ready for the challenge? Let's meet.
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Generous PTO and paid time off to volunteer
Paid parental leave
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
What You'll Do
Supervise day to day operations of each assigned store
Continually train and develop staff members
Ensure adequate staffing levels at all times
Routinely evaluate staff performance
Maintain a positive work environment
Communicate effectively with supervisor and supervised staff
Manage customer and employee concerns and complaints
Maintain a clean and safe lobby and workspace
Enforce the company's policies and procedures
Comply with all state and federal laws governing the financial services industry
What We're Looking For
High School Diploma required
College Degree Preferred
Minimum 2 years management experience in retail, hospitality, restaurant or other comparable business required
Cash handling experience preferred
Computer keyboard proficiency required
Must understand and be able to meet the demands of customer service focused retail environment
Must be willing to work in an environment where performance will be measured and judged
Have the ability to work effectively with others in a team environment
Ability to thrive in a fast-growing always changing environment
Must be a great sales leader with excellent skills in driving store revenue growth
Must have reliable transportation and travel to a variety of locations in order to meet staffing demands
Must be available to work all shifts, days, evenings, nights and weekends
Intermediate understanding of Microsoft Word, Excel & Outlook
Supervisory Responsibilities
The manager will have direct supervisory responsibility for the personnel working at his or her assigned locations. The position is responsible for maintaining superb communications between the assigned locations, Operations Management, and the Support Center
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$33k-57k yearly est. Auto-Apply 9d ago
Customer Care Agent
Advance Financial 4.3
Remote or Johnson City, TN job
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs.
Benefits We Offer
$18-$22 per hour
$500 Sign-on Bonus paid after 90 days of employment
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
Paid Parental Leave
On-site gym
Generous PTO plan including a Paid Birthday holiday
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a “Happy to Help” attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
#JCCCA
$18-22 hourly Auto-Apply 25d ago
Financial Advisor - West End
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Nashville, TN
Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
REQUIRED QUALIFICATIONS:
Bachelor's degree
5 years of financial planning and/or investment advisory experience
Active Series 7 and 66 licenses
Current Life & Health Insurance Licenses
Clean U-4 and U-5 history
Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred
Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services
Experience with servicing high net worth clients
Proficiency with Microsoft Office Suite
Excellent verbal, written, presentation, and interpersonal communication skills
Experience with relationship management and business development with exceptional follow-up skills
Attention to detail, critical thinker 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 and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
$50k-88k yearly est. 60d+ ago
Bilingual Customer Care Agent
Advance Financial 4.3
Lenoir City, TN job
First impressions are everything and we trust our Customer Care Agents to make great ones. They help resolve issues the first time a customer calls and provide a world-class experience every time.
If you are someone who values a company that values you and is committed to creating a positive environment from day one, we want you! To succeed on this team, you will love being coached by world-class leaders. This department is open 365 days a year and our agents must have open availability including weekends and holidays.
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
English and Bi-lingual (English & Spanish)
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a “Happy to Help” attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Pay starts at $15 an hour
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
On-site gym
Generous PTO plan including a Paid Birthday holiday
And more!
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$15 hourly Auto-Apply 25d ago
Overnight Customer Service Representative
Advance Financial 4.3
Nashville, TN job
that uses your incredible customer service skills?
We are looking for people just like you! Our Overnight Customer Service Representatives help customers online, in person, and over the phone. You'll provide our customers with a world-class customer experience.
What You'll Do
Welcome customers and work to provide the best customer experience possible
Help customers complete applications for lines of credit and installment loans
Work with team leads to meet and exceed monthly goals
Accurately assist customers with loan applications to completion
Answer any and all customer questions
Use company best practices to provide consistent and amazing customer service
Work with money - being able to reconcile a cash drawer accurately is a must!
Listen and be able to build relationships with your customers and teammates
Participates in ongoing learning and development
What We're Looking For
High School Graduate or equivalent
Phone Customer Service experience preferred
Dedication to helping others
Experience in service-related field (cash handling experience preferred)
Must be willing to work in an environment where performance will be measured and judged
Must have reliable transportation
Understand the demands of working in a retail environment
Excellent sales skills focused on growing the company
Must be observant and have great judgment
Stay coachable - this is one of the keys to growing with our company
Computer proficiency required
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
$500 Sign-on Bonus paid after 90 days of employment
Generous PTO and paid time off to volunteer
Paid parental leave
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to stand, stoop, bend, and reach overhead for up to 12 hours with little rest, except for unpaid meal break.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$26k-32k yearly est. Auto-Apply 17d ago
Bilingual Customer Care Agent
Advance Financial 4.3
Knoxville, TN job
First impressions are everything and we trust our Customer Care Agents to make great ones. They help resolve issues the first time a customer calls and provide a world-class experience every time.
If you are someone who values a company that values you and is committed to creating a positive environment from day one, we want you! To succeed on this team, you will love being coached by world-class leaders. This department is open 365 days a year and our agents must have open availability including weekends and holidays.
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
English and Bi-lingual (English & Spanish)
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a “Happy to Help” attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Pay starts at $15 an hour
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
On-site gym
Generous PTO plan including a Paid Birthday holiday
And more!
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
$15 hourly Auto-Apply 25d ago
Customer Service Representative, Mt. Juliet
Wilson Bank & Trust 4.0
Wilson Bank & Trust job in Mount Juliet, TN
Customer Service Representative The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
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
Develop and grow knowledge of new and existing products and services
Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience
Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Participate in outside community activities as required
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of previous customer service 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 to travel to other offices within region as scheduled
Participation in community activities, as required
Willing to grow and be challenged
$30k-35k yearly est. 38d ago
Bilingual Customer Care Agent
Advance Financial 4.3
Nashville, TN job
First impressions are everything and we trust our Customer Care Agents to make great ones. They help resolve issues the first time a customer calls and provide a world-class experience every time.
If you are someone who values a company that values you and is committed to creating a positive environment from day one, we want you! To succeed on this team, you will love being coached by world-class leaders. This department is open 365 days a year and our agents must have open availability including weekends and holidays.
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
English and Bi-lingual (English & Spanish)
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a “Happy to Help” attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Benefits We Offer
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Some of our benefits include:
Pay starts at $15 an hour
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
On-site gym
Generous PTO plan including a Paid Birthday holiday
And more!
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
Zippia gives an in-depth look into the details of Wilson Bank & Trust, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Wilson Bank & Trust. The employee data is based on information from people who have self-reported their past or current employments at Wilson Bank & Trust. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Wilson Bank & Trust. The data presented on this page does not represent the view of Wilson Bank & Trust and its employees or that of Zippia.
Wilson Bank & Trust may also be known as or be related to WILSON BANK HOLDING CO, Wilson Bank & Trust, Wilson Bank Holding Company and Wilson Bank and Trust.