Top 73 Finance Jobs in Bald Head Island Nc

Personal Banker I
First Bank —Southport, NC
- Full-time
- Word processing
- Computer literacy
- Office
5d
Assistant Controller
Bald Head Island Club —Bald Head Island, NC
- $65,000 - $85,000 a year
- Extended hours
- 5 years
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Title Insurance Underwriter
Investors Title Insurance Company —Wilmington, NC
- Full-time
- Mid-level
- Office
- Residential
- Profit sharing
- Disability insurance
Quick Apply
Title Insurance Commercial Underwriter
Investors Title Insurance Company —North Carolina
- Full-time
- Remote
- Customer service
- 5 years
- Residential
Quick Apply
CFO
CompHealth —North Carolina
- $120,000 - $150,000 a year
- Email
- CPA
- Primary Care
- Master's degree
- Relocation assistance
- Health insurance
Underwriter - Large Contract Surety
Zurich Insurance Company Ltd. —North Carolina
- $60,000 - $95,000 a year
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
Finance Support Worker - UNC-Wilmington
Aramark —Wilmington, NC
- Computer literacy
- Mid-level
- Office
Part Time Universal Banker - 30 hours - Sawdust Trail
Truist Bank —Southport, NC
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
6d
Personal Banker - Monkey Junction
PNC Financial Services Group —Wilmington, NC
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Chief Financial Officer
Civil Works Contracting LLC. —Wilmington, NC
- $150,000 - $200,000 a year
- Full-time
- Background check
- 7 years
- Office
- Health savings account
- Health insurance
Quick Apply
13d
Associate Portfolio Analyst, Venture Banking
Live Oak Bank —Wilmington, NC
- $56,540 - $92,520 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid sick time
Mortgage Underwriter
Primis Mortgage Company —Wilmington, NC
- 8 hour shift
- Hybrid work
- Writing skills
- Mid-level
- Office
Relationship Banker or Senior Relationship Banker - Oak Island
Truist Bank —Oak Island, NC
- Extended hours
- Background check
- Computer literacy
- English
- AD&D insurance
- Paid holidays
Loan Operations Compliance Specialist
Live Oak Bank —Wilmington, NC
- $27.18 - $44.48 an hour
- Full-time
- Mid-level
- Continuous improvement
- Paid sick time
1d
Regional Finance Director – State Veterans Homes
STG International, Inc. —Wilmington, NC
- Skilled nursing facility
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate Commercial Portfolio Analyst, SBB
Live Oak Bank —Wilmington, NC
- $56,540 - $92,520 a year
- Full-time
- Data analysis skills
- Mid-level
- Analysis skills
- Paid sick time
Senior Analyst, Lender Finance
Live Oak Bank —Wilmington, NC
- $113,080 - $154,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid sick time
Insurance and Financial Services Position - State Farm Agent Team Member
Kristin Dowdy - State Farm Agent —Shallotte, NC
- $50,000 - $100,000 a year
- Full-time
- Office
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Patient Financial Services Supervisor-Full-Time
Wilmington Health PLLC —Wilmington, NC
- Full-time
- HIPAA
- Mid-level
- Office
Senior Underwriter
Primis Mortgage Company —Wilmington, NC
- 8 hour shift
- Hybrid work
- 7 years
- Office
- Finance

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Personal Banker I

First Bank -
Southport, NC

Apply Now

Job Details

Full-time
5 days ago

Qualifications

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

Full Job Description

SUMMARY:

The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.

ESSENTIAL FUNCTIONS:

Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).
Opens all types of personal and business accounts and prepare related documentation (25%).
Inputs and closes personal loan applications including DDA lines of credit and credit card applications.
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:
- Deposit accounts
- Debit and Credit cards
- Safe deposit boxes
- Official checks
- Any other bank product or service
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.
Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures.
Interfaces with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Exhibits effective communication

Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.

Achieves activity and growth goals as well as customer satisfaction objectives.
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Inputs and follows through with loan applications following operational and regulatory requirements.
100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.

GENERAL QUALIFICATIONS :

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

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

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.

Apply Now

Refine Your Search

finance jobs in bald head island nc

Personal Banker I

Assistant Controller

Title Insurance Underwriter

Title Insurance Commercial Underwriter

CFO

Underwriter - Large Contract Surety

Finance Support Worker - UNC-Wilmington

Part Time Universal Banker - 30 hours - Sawdust Trail

Personal Banker - Monkey Junction

Chief Financial Officer

Associate Portfolio Analyst, Venture Banking

Mortgage Underwriter

Relationship Banker or Senior Relationship Banker - Oak Island

Loan Operations Compliance Specialist

Regional Finance Director – State Veterans Homes

Associate Commercial Portfolio Analyst, SBB

Senior Analyst, Lender Finance

Insurance and Financial Services Position - State Farm Agent Team Member

Patient Financial Services Supervisor-Full-Time

Senior Underwriter

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