Top 22 Banking specialist Jobs in Raleigh Nc

Commercial Support Specialist III
Carter Bank —Raleigh, NC
- $20.50 - $35.67 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Specialist II - Client Service Representative (Capital Boulevard Branch)
Atlantic Union Bank —Raleigh, NC
- $18.13 - $28.99 an hour
- Computer literacy
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
12d
Client Service Specialist (Teller)
Bank OZK —Raleigh, NC
- Full-time
- Writing skills
- High school diploma or GED
- Bachelor's degree
- Dental insurance
- Paid time off
Specialist III - Universal Banker (Creedmoor Branch)
Atlantic Union Bank —Raleigh, NC
- $42,400 - $67,800 a year
- Computer literacy
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
12d
Specialist III - Universal Banker (UB) (Capital Blvd Branch)
Atlantic Union Bank —Raleigh, NC
- $42,400 - $67,800 a year
- Computer literacy
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
12d
Member Service Specialist/Member Service Representative
TowneBank —Cary, NC
- $43,000 - $53,500 a year
- Microsoft Outlook
- Word processing
- Computer literacy
5d
Consumer Banking Relationship Specialist (Relationship Banker)
Bank OZK —Raleigh, NC
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Specialist II - Teller (Capital Boulevard Branch)
Atlantic Union Bank —Raleigh, NC
- $16.11 - $25.77 an hour
- Computer literacy
- Writing skills
- Office
- Disability insurance
- Health insurance
12d
Relationship Banking Specialist
North State Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- 3 years
Relationship Specialist
TowneBank —Cary, NC
- Part-time
- Computer literacy
- Mid-level
- Office
2d
Banking Specialist 2
Convergint Technologies LLC —Raleigh, NC
- Full-time
- No high school diploma
- Mid-level
- 3 years
- Wellness program
- Paid parental leave
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Raleigh, NC
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Division Specialist
Lendmark Financial Services, LLC —Raleigh, NC
- Full-time
- Spanish
- Microsoft Excel
- 5 years
- Paid holidays
- Disability insurance
Quick Apply
3d
Residential MTG Construction Specialist
First Bank —Cary, NC
- Full-time
- Mid-level
- Office
- Residential
Corporate Client Specialist Sr
First Horizon Bank —Raleigh, NC
- Full-time
- Office
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Quick Apply
4d
Loan Sales Specialist
OneMain Financial —Durham, NC
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
4d
Mortgage Verification Specialist
Quest Advisors. Inc. —Durham, NC
- $17 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Consumer Loan Professional
Mariner Finance —Raleigh, NC
- $18 - $21 an hour
- Full-time
- Spanish
- English
- Office
Quick Apply

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Commercial Support Specialist III

Carter Bank -
Raleigh, NC

Apply Now

Job Details

Full-time
$20.50 - $35.67 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Computer operation
Commercial banking expertise
Customer communication
Spreadsheets
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

SUMMARY:
Provide administrative support for the Commercial banking team within the region to ensure a consistent level of customer service for banking clients. Develop client relationships, acting as a resource for commercial customers, to open accounts as needed, provide information about bank products and services, and assist with loan documentation. Follow compliance guidelines for Business accounts to minimize risk. Serve as a liaison between Commercial banking customers, Loan Operations and other areas of the bank, as needed.

ESSENTIAL JOB FUNCTIONS:

Interact with customers to open accounts, completing required paperwork and security checks. Must be familiar with the different sources of primary and secondary identification, and with acceptable and unacceptable forms of identification.
Follow guidelines for opening and maintaining Business accounts, and ensure that the proper documents are completed/gathered (such as the Certificate of Beneficial Ownership, articles of incorporation, etc.) and compile other documentation that may be required.
Advise customers of products and services, and assist bankers in providing superior customer service.
Has the responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) to assist in the identification, detection and determent of money laundering or other unlawful activities.
Manage customer service inquiries and determine proper path to resolution.
Work with Commercial customers to provide information, troubleshooting, collect information, and maintain an overall positive customer experience.
Manage the loan closing process for the Commercial banking team to ensure accuracy in origination of Commercial loans.
Provide clients with the proper procedures and documentation needed to wire funds.
Provide analysis and reporting enabling adequate management of the Commercial banking team for the region.
Work with Commercial bankers to manage the loan approval process in presentation of prospective and customer credit request packages in accordance with Bank’s policy.
Onboard, or assist in onboarding, Commercial deposit accounts and Treasury Management services.
Work to ensure all customer files are up to date and organized to adhere with loan agreements, bank policy, and regulatory compliance.
Handle customer complaints and takes appropriate action to resolve them. Responds promptly to customer needs; solicits customer feedback to improve service and responds to requests for service and assistance.
Maintains educational and professional expertise through attendance at job related seminars, conferences and workshops and involvement in professional, civic, and community groups in leadership positions.
Regular attendance and punctuality are essential functions of this position.
Creates and prepares correspondence, presentation materials, spreadsheets, and reports.
Creates confidential and non-routine file systems and maintains them accurately and efficiently. Maintain and work various reports as needed.
Monitors calls, correspondence and projects to assure appropriate response in a timely manner.
Maintains confidentiality of information with discretion, diplomacy, and professionalism.
Responds to customer questions and monitors or compiles account information as requested.
Remains knowledgeable of Bank products and services. Along with Commercial team, recommend helpful services/solutions to customers when appropriate.
Assist Commercial banking team with collection and tracking of customer financial statements.
Assist Commercial banking team with the collection and clearing of document exceptions, as well as assist with collection of past due loan payments and various customer deliverables.

JOB REQUIREMENTS:

High school diploma or equivalent required, Bachelor’s degree preferred
Must have prior work experience related to Commercial loans

KNOWLEDGE/SKILLS REQUIRED:

Excellent customer service and problem solving skills
Strong verbal and written communication skills
Outstanding organization skills and attention to detail
Ability to perform effectively in fast-paced environment and meet deadlines
Knowledge of Microsoft Office products, especially Word, Excel, and PowerPoint

PHYSICAL AND MENTAL QUALIFICATIONS:

Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required during and after business hours

Hourly Pay Range: $20.50 - $35.67 per hour

Benefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays

Apply Now

Refine Your Search

banking specialist jobs in raleigh nc

Commercial Support Specialist III

Specialist II - Client Service Representative (Capital Boulevard Branch)

Client Service Specialist (Teller)

Specialist III - Universal Banker (Creedmoor Branch)

Specialist III - Universal Banker (UB) (Capital Blvd Branch)

Member Service Specialist/Member Service Representative

Consumer Banking Relationship Specialist (Relationship Banker)

Specialist II - Teller (Capital Boulevard Branch)

Relationship Banking Specialist

Relationship Specialist

Banking Specialist 2

Banking Relationship Specialist (Senior Relationship Banker)

Division Specialist

Residential MTG Construction Specialist

Corporate Client Specialist Sr

Loan Sales Specialist

Mortgage Verification Specialist

Consumer Loan Professional

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