Top 27 Finance Jobs in Albemarle, Nc

Personal Banker III
First Bank —Albemarle, NC
- Full-time
- 5 years
- Word processing
- Computer literacy
Financial Operations Associate
GM Performance Power Units —Concord, NC
- Full-time
- Oracle
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Finance Business Partner
GM Performance Power Units —Concord, NC
- Full-time
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
FP&A Financial Regulations Optimization Analyst
GM Performance Power Units —Concord, NC
- Full-time
- Oracle
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Financial Aid Technician (Part-Time)
South Piedmont Community College (SPCC) —Polkton, NC
- Part-time
- Office
- University
- 1 year
Relationship Banker or Senior Relationship Banker - Albemarle
Truist Bank —Albemarle, NC
- Extended hours
- Background check
- Computer literacy
- English
- AD&D insurance
- Paid holidays
Manager, Corporate Development (Remote Eligible)
Americhem —Concord, NC
- Remote
- 5 years
- Engineering
- Finance
Quick Apply
8d
Alloy Finance Leader
Original Composites and Fibers —Concord, NC
- Full-time
- Hybrid work
- CPA
- Finance
- Analysis skills
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Vice President of Finance/Auxiliary Services
Montgomery Community College —Troy, NC
- Full-time
- CPA
- Customer service
- Office
- Disability insurance
- Health insurance
Finance Leader Development Program Associate
Legrand Group —Concord, NC
- Full-time
- Residential
- Finance
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
4d
Personal Banker Associate II - Concord, NC and Surrounding Areas
Fifth Third Bank —Concord, NC
- Full-time
- Mid-level
- Office
- Math
Retail Personal Banker Associate I- Concord and Surrounding Areas
Fifth Third Bank —Concord, NC
- Full-time
- Office
- Math
- Travel
6d
Bilingual Teller Retail Banker
Woodforest National Bank —Locust, NC
- Full-time
- Spanish
- English
- Mid-level
- Employee stock ownership plan
- Opportunities for advancement
Financial Counselor
American Oncology Network, Inc. —Pisgah, NC
- $19.16 - $31.94 an hour
- Overtime
- Microsoft Outlook
- Customer service
- Computer literacy
- Paid holidays
- Tuition reimbursement
Quick Apply

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finance jobs near albemarle, nc

Personal Banker III

First Bank -
Albemarle, NC

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Job Details

Full-time

Qualifications

Computer operation
Customer communication
Word processing
Driver's License
Desktop applications
Productivity software

Full Job Description

SUMMARY:

The position of Personal Banker III is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Under direct supervision, the Personal Banker III will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker III is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on more than 5 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.

ESSENTIAL FUNCTIONS:

Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (25%).
Opens all types of personal and business accounts and prepares related documentation (75%).
Inputs and closes personal and small business loan applications including DDA lines of credit, credit card applications, home-equity, auto, boat, CD, other Personal secured or unsecured loans; as well as business loans (as determined by Credit Administration).
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
- Deposit accounts
- Debit and Credit cards
- Safe deposit boxes
- Official checks
- Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication.
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Actively participates in community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives. Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adheres to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.

GENERAL QUALIFICATIONS :

Knowledge & Experience : These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.

High school diploma or general education degree (GED); or the equivalent combination of education and experience.
Work related experience could consist of reception or secretarial duties in a business environment.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills – ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.

Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver’s license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.

Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations’ environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations’ situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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Refine Your Search

finance jobs in albemarle, nc

Personal Banker III

Financial Operations Associate

Finance Business Partner

FP&A Financial Regulations Optimization Analyst

Financial Aid Technician (Part-Time)

Relationship Banker or Senior Relationship Banker - Albemarle

Manager, Corporate Development (Remote Eligible)

Alloy Finance Leader

Vice President of Finance/Auxiliary Services

Finance Leader Development Program Associate

Personal Banker Associate II - Concord, NC and Surrounding Areas

Retail Personal Banker Associate I- Concord and Surrounding Areas

Bilingual Teller Retail Banker

Financial Counselor

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