Top 970 Financial representative Jobs in Fuquay Varina Nc

Personal Banker I
First Bank —Fuquay-Varina, NC
- Full-time
- Word processing
- Computer literacy
- Office
Customer Service Representative I (Remote Raleigh, NC)
First Citizens Bank —Raleigh, NC
- Full-time
- Remote
- Spanish
- High school diploma or GED
- Bachelor's degree
10d
Insurance Agent
Confidential —Apex, NC
- Full-time
- Background check
- Communication skills
- Entry level
Quick Apply
4d
Osborne - Licensed Insurance Agent
Osborne - Powered by Gyde —Raleigh, NC
- $50,000 - $70,000 a year
- Full-time
- Mid-level
Financial Advisor - Raleigh, NC
Thrivent —Raleigh, NC
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Account Manager / Outside Sales Representative - Fuquay Varina, NC
Spectrum Paint East LLC —Fuquay-Varina, NC
- $50,000 - $70,000 a year
- Spanish
- Clean driving record
- Pass drug screening
Quick Apply
Financial Advisor/Wealth Manager - Raleigh
Florida Financial Advisors —Raleigh, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - Associate
Top Rank Advisors, LLC —Raleigh, NC
- $50,000 - $60,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Outside Sales Representative – Automotive Software
Fast Pay, Dealership Software —Raleigh, NC
- $60,000 - $150,000 a year
- Part-time
- Hybrid work
- Background check
- Dealership
- Mid-level
Quick Apply
Remote Licensed Insurance Agent
Osborne - Powered by Gyde —Raleigh, NC
- $75,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
8d
Licensed Insurance Agent - Ownership Track
You Insurance Agency —Garner, NC
- $25,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Opportunities for advancement
Quick Apply
Door-to-Door Sales Representative
Cardinal Senior Benefits —Raleigh, NC
- $75,000 - $150,000 a year
- Full-time
- Business development
- Reliable transportation
- Communication skills
- Opportunities for advancement
Quick Apply
7d
Vehicle Acquisition Specialist I (Sales Representative)
CarGroup Holdings LLC —Raleigh, NC
- $36,500 a year
- Full-time
- Office
- High school diploma or GED
- Driver's License
- Wellness program
- Paid holidays
Quick Apply
7d
Sales Representative
Great Day Improvements: A Family of Brands —Raleigh, NC
- From $200,000 a year
- Weekends as needed
- Mid-level
- Driver's License
- Reliable transportation
- Paid training
- Health insurance
Sales Representative
Liebherr USA Co. —Raleigh, NC
- Online Application
- 5 years
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Entry Level Window Sales Representative $120k-$180K OTE
PW —Raleigh, NC
- $120,000 - $180,000 a year
- Urgently hiring
- No background check
- Fair chance
- In-person
- Employee discount
- Professional development assistance
Quick Apply
B2B Outside Sales Representative - Raleigh
Buildingstars —Cary, NC
- $60,000 - $90,000 a year
- Organizational skills
- Contracts
- 1 year
- Paid holidays
- Health insurance
Quick Apply
6d
Outside Sales Representative
Home Helpers Home Care of Knightdale —Clayton, NC
- $40,000 - $45,000 a year
- Part-time
- Mid-level
- Analysis skills
- Continuous improvement
- Paid training
- Mileage reimbursement
Quick Apply
12d
Territory Sales Representative
Haven Business Group —Cary, NC
- $75,000 - $110,000 a year
- Full-time
- Background check
- Business development
- In-person
- Opportunities for advancement
Quick Apply
Junior Sales Representative
AxisPoint Management —Raleigh, NC
- $42,000 - $65,000 a year
- Full-time
- Bilingual
- Analysis skills
- Presentation skills
- Flexible schedule
Quick Apply
11d

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Personal Banker I

First Bank -
Fuquay-Varina, NC

Apply Now

Job Details

Full-time

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

financial representative jobs in fuquay varina nc

Personal Banker I

Customer Service Representative I (Remote Raleigh, NC)

Insurance Agent

Osborne - Licensed Insurance Agent

Financial Advisor - Raleigh, NC

Account Manager / Outside Sales Representative - Fuquay Varina, NC

Financial Advisor/Wealth Manager - Raleigh

Financial Advisor - Associate

Outside Sales Representative – Automotive Software

Remote Licensed Insurance Agent

Licensed Insurance Agent - Ownership Track

Door-to-Door Sales Representative

Vehicle Acquisition Specialist I (Sales Representative)

Sales Representative

Sales Representative

Entry Level Window Sales Representative $120k-$180K OTE

B2B Outside Sales Representative - Raleigh

Outside Sales Representative

Territory Sales Representative

Junior Sales Representative

I want to receive the latest job alert for financial representative in fuquay varina nc

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