✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in None, NC

27 positions found

Wealth Advisor, Schwab Wealth Advisory
✦ New
Salary not disclosed
Monroe, NC 10 hours ago
Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.

You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.

SWA’s advice philosophy will empower you to use a vast array of products (i.e.

stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have Required Qualifications: Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you At Schwab, you’re empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
permanent
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Graphic Designer Production
✦ New
Salary not disclosed
Charlotte, NC 10 hours ago

Our Financial Services Client is seeking a...


Production Designer (Marketing Communications)


W2 Contract until the EOY, extendible, potential to convert

Location: Hybrid in Malvern, PA, Scottsdale, AZ, or Charlotte, NC


About the Role

We’re looking for a Production Designer to support multi‑channel marketing and client communications. This position is ideal for a junior to mid‑level designer who enjoys high‑volume production work, consistent execution within brand systems, and collaborating within a structured corporate environment.


Responsibilities

  • Develop and produce marketing and communication assets across digital and print channels.
  • Execute designs that align with established brand standards and corporate guidelines.
  • Manage high‑volume production workflows for participant and client communications.
  • Deliver a wide range of production-ready assets, which may include:
  • Digital PDFs
  • Email designs
  • Postcards and print collateral
  • Digital signage / monitor displays
  • Occasional motion or video‑related assets (nice to have)
  • Partner closely with writers and internal stakeholders to ensure accuracy and consistency across deliverables.


Minimum Qualifications

  • Experience as a production graphic designer or similar role, with strong attention to detail.
  • Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign).
  • Strong typography and layout skills.
  • Ability to execute within established brand systems and follow structured approval processes.


Preferred Qualifications

  • Experience working in corporate, financial, or similarly regulated environments.
  • Familiarity with Figma and other marketing design tools.
  • Background in agency environments is welcome, with an understanding that corporate workflows typically move at a different pace and involve layered approvals.
  • 1-3 years design experience preferred (junior to mid-level)


About the Team

You’ll join a team of approximately eight designers, working collaboratively with writers and cross‑functional partners. The team focuses on producing multi‑channel communications that support retirement and investment plan participants and other client audiences.

Not Specified
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User Experience Writer
✦ New
🏢 Dexian
Salary not disclosed
Raleigh, NC 1 day ago

Job Title: Content Designer

Location: Raleigh, NC or Charlotte, NC

Duration: 12+ months (Possibilities of Extension)

Payrate: $58 - $62/hr



About the Role

We are currently partnering on a Senior Content Designer / UX Writer opportunity supporting a large financial services organization. This is a highly visible role focused on crafting clear, concise, and impactful messaging across servicing notifications, alerts, and authentication flows.

This position sits at the intersection of UX writing and product design. You would play a key role in shaping how critical, time-sensitive information is communicated across digital platforms—ensuring clarity, accessibility, and consistency while helping users stay informed, engaged, and secure.


Key Responsibilities:

• Craft user-friendly messaging for servicing notifications, alerts, and authentication experiences

• Collaborate closely with UX, UI, Product, and cross-functional teams

• Support secure access experiences through clear authentication flows

• Drive alignment on content strategy across high-visibility touchpoints

• Contribute to research-backed decisions through A/B testing and performance insights


Required Experience:

• 3+ years in content design, UX writing, copywriting, or related field

• Strong understanding of UX principles, content strategy, and information architecture

• Experience working in fast-paced, high-visibility environments

• Ability to manage multiple initiatives simultaneously



Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.


Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.


Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Not Specified
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P&C Pricing Analyst - Personal Lines (CHARLOTTE)
🏢 Usaa
Salary not disclosed
Charlotte, NC 3 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

  • Independently applies actuarial methodologies to complete structured projects (e.g.)

  • Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

  • Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

  • Proactively resolves technical issues and identifies appropriate issues for escalation.

  • Assists others with troubleshooting issues.

  • Creates instructions and training materials for actuarial tools and processes.

  • Mentors new team members.

  • Apply business acumen to provide actionable insights that help solve business problems.

  • Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 2 years of actuarial or analytical business experience.

  • 3 Casualty Actuarial Society (CAS) exams.

  • Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

  • Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

  • Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

  • Demonstrated experience with basic actuarial pricing methodologies.

  • Demonstrated experience aggregating and analyzing data to solve problems.

  • Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

  • P&C Personal Lines pricing experience.

  • Familiarity and experience with industry pricing software such as Earnix.

  • US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $77,120 - $138,810.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Loan Sales Specialist
Salary not disclosed
Monroe, NC 4 days ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.

This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.

Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.

Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.

Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.

Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.

We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
permanent
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Production Support Engineer - Associate
Salary not disclosed
Cary, NC 6 days ago

Job Title Production Support Engineer

Corporate Title Associate

Location Cary, NC


Who we are:

In short – an essential part of Deutsche Bank’s technology solution, developing applications for key business areas.


Our Technologists drive Cloud, Cyber and business technology strategy while transforming it within a robust, hands-on engineering culture. Learning is a key element of our people strategy, and we have a variety of options for you to develop professionally. Our approach to the future of work champions flexibility and is rooted in the understanding that there have been dramatic shifts in the ways we work.


Having first established a presence in the Americas in the 19th century, Deutsche Bank opened its US technology center in Cary, North Carolina in 2009. Learn more about us here.


Overview

As an Associate-level professional with proficient experience, you are sought for our Enterprise Data Services (EDS) team. In your role as a Support Engineer, you will be responsible for the stability and reliability of the production environment for our critical, enterprise-wide data exchange platform. You will partner with business stakeholders and work within an innovative, collaborative team focused on delivering business value. This position requires you to bring an innovative approach to application and infrastructure support, utilizing the latest technologies and practices. You will be responsible for the full life-cycle of issue resolution, from your initial analysis to implementing permanent fixes and ultimately ensuring our platforms are stable and reliable to meet complex business goals.


What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gifts and volunteer programs


What You’ll Do

  • Proactively monitor platform health, investigate alerts, and act early to prevent customer impact
  • Lead incident response, coordinate the right teams, communicate clearly, and drive follow‑ups to closure
  • Automate routine support tasks and build fixes that address root causes, not just symptoms
  • Improve observability by defining clear health signals and maintaining useful dashboards and runbooks
  • Partner with developers on production readiness so new features land safely and perform well
  • Track patterns in issues, prioritize the most meaningful improvements, and keep documentation current


Skills You’ll Need

  • Clear verbal and written communication that lands with technical and non‑technical audiences
  • Hands‑on troubleshooting with databases and comfort scripting in Python or Shell
  • Practical use of monitoring and ticketing tools (for example: Geneos/New Relic; ServiceNow/Jira)
  • Familiarity with cloud and data platforms (for example: Google Cloud Platform, Big Data tooling)
  • A proactive, ownership‑driven approach that focuses on quality, speed, and accountability


Skills That Will Help You Excel

  • Understanding of Site Reliability Engineering principles and how to apply them pragmatically
  • Experience with data pipelines or data transformation workflows
  • Comfort with continuous integration/continuous deployment (or development) practices and improving release reliability
  • Exposure to modern observability practices (metrics, logs, tracing) and how to use them to decide
  • Background in financial services or a similarly high‑availability, high‑stakes environment


Expectations

It is the Bank’s expectation that employees hired into this role will work in the Cary office in accordance with the Bank’s hybrid working model.


Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.


The salary range for this position in Cary is $85,000 to $129,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.


Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!


Learn more about your life at Deutsche Bank through the eyes of our current employees: California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email



#LI-ONSITE


We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.


We welcome applications from all people and promote a positive, fair and inclusive work environment.


Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Not Specified
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Loan Acquisition Specialist
🏢 OneMain Financial
Salary not disclosed
ASHEVILLE, NC 1 week ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role  

- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:    

- High School Diploma or GED     

Preferred: 

- Sales, Collections or Customer Service experience   
- Bilingual - Spanish   

Location: On site   
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.    
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. 
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.  
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. 
Key Word Tags   
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee  
permanent
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Sr. Relationship Manager
Salary not disclosed
Asheville, NC 1 week ago

Summary:

The Senior Relationship Manager focuses on large, complex, marquee Corporate & Industrial (C&I) client relationships, including but not limited to generating and managing loan and deposit portfolios, fostering a balance between loan production and credit quality, and minimizing risk through adherence of established bank policies. Retains, strengthens and develops relationships using situational awareness and the ability to identify client and industry strengths and weaknesses, assesses risk, and matches FB Financial’s product offerings with client needs when providing creative solutions. May lead a Relationship Manager team.


Essential Duties and Responsibilities:

  • Manage complex clients who generally have debt needs greater than $3-5MM, revenue greater than $20MM; may involve private equity and/or multiple layers of capital; manage a large number of influential clients within a portfolio.
  • Demonstrate advanced credit underwriting and loan documentation skills, complete proper underwriting of loans, and approve within loan authority or in conjunction with Credit Officer.
  • Review and monitor asset quality; monitor past due loan information, collateral exceptions, covenant compliance, risk rating and borrowing bases.
  • Actively work to develop new business by identifying prospective clients and referral sources for all bank products and services through prospecting and Centers of Influence.
  • Provide consultative guidance to Relationship Managers, Financial Center Managers and Market Presidents on C&I relationships.
  • Mentor, educate and lead Relationship Managers and Relationship Manager Associates related to the full loan process, including administrative duties, preparing approval and closing documents, assessing credit quality, reading and analyzing financial statements in correlation with business operations, etc.; perform the same as needed.
  • May lead a Relationship Manager team and participate in setting goals and expectations for the team and individual team members.
  • Demonstrate expert product knowledge of deposits, loans, Treasury Management services, Capital Markets and an understanding of economics.
  • Monitor new developments in lending, compliance with loan policies and appropriate regulations; suggest changes in credit policy as appropriate.
  • Represent FB Financial by participating in Bank and community activities, events and civic organizations; build, expand and maintain an established network of business and social referral sources, while focusing on larger, more influential prospects.
  • Model consistent, distinctive service to all customers when delivering the FB Financial service experience.
  • Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.


Education and/or Experience

  • Bachelor’s degree
  • Minimum seven years of directly related experience, with in-market experience preferred


Skills and Abilities

  • Advanced Mathematical Skills - Ability to work with mathematical and algebraic concepts such as probability, statistical inference, forecasting, advanced ratio analysis and underwriting. Ability to apply and analyze concepts such as fractions, percentages, ratios and proportions to practical situations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, and correlation techniques.
  • Moderate Computer Skills - Frequent use of electronic mail, word processing, data entry, spreadsheets, graphics, etc. Ability to create, maintain and incorporate simple functions into documents, spreadsheets, databases and presentations to support business objectives.
  • Complex Communication - Frequently communicate complex information and interact with management. Can present, resolve and address delicate situations. Can motivate and persuade others.
  • Functional Area Independent Judgment - Provide and set goals and priorities for functional area. May make recommendations for location initiatives, practices and programs. Make decisions for and/or resolve problems for others.
  • Varied Business Problems - Problems are varied and complex, requiring analysis or interpretation of the situation. Problems are solved using knowledge and skills, general precedents and practices; may collaborate with other operating areas.
  • Location-Specific Impact - Decisions impact the management and operations within a location. May contribute to business and operational decisions that affect the location.
  • Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
  • Respectful demeanor toward other associates and managers that promotes a positive and professional work environment.
  • Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
Not Specified
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Business Systems / Excel Consultant
Salary not disclosed
Charlotte, NC 1 week ago

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Systems Consultant with Excel expertise in Charlotte, NC (Hybrid).


Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.


Contract Duration: 12+ Months


Will only consider local candidates available for onsite interview.


Required Skills & Experience

  • Needs strong communication, PM, operations, vendor management, and process improvement as this person will wear multiple hats.
  • This resource will have a consultative background and/or approach to project management.
  • Advanced to expert Excel skills - Pivot tables, macros, charts, etc.
  • Need PowerPoint and very nice to have some SharePoint online as this person will be creating and distributing executive level communications.


What You Will Be Doing

  • This position will be supporting workforce management in enterprise level CTO organization.
  • Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables.
  • Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors.
  • Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
  • Collaborate with client personnel in Technology Business Services Consulting.
Not Specified
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Collections Specialist
🏢 Adecco
Salary not disclosed
Winterville, NC 1 week ago

Are you someone who loves to be an integral part of everyday business? If so, look no further and apply below for an opportunity to join a top financial institution!

Adecco is currently assisting one of its clients in their search for a Collections Specialist in Winterville, NC!

Pay rate: $15/hr

Shift availability: Operating hours: Mon – Sun, 8a-9p, Will be scheduled for an 8 hour shift during those hours, must have open availability

Collect delinquent accounts in a timely, orderly and professional manner while following all standardized collections procedures. Make supervisor aware of problem accounts that may result in repossession, foreclosure, or charge-off.

For instant consideration for this role, click on Apply Now and upload resume!

Our ideal candidate for this Collections Specialist must have/must be able to:

  • Meet performance expectations for collection efforts for assigned accounts based upon individual goals and objectives, e.g., a minimum calls per day, contact percentage, promises/calls ratio, promises kept.
  • Place or receive calls in priority order as established by management. Negotiate payment arrangements with clients to cure delinquency, evaluating ability and willingness to pay. Navigate and interpret various screens and relay information to clients accurately and professionally.
  • Determine cause of delinquency and best course of action to assist delinquent customer.
  • Document all collection efforts for each assigned account in accordance with established procedures, which may include using action and reaction codes, rescheduling feature, ?scratch pad? entries, etc. in the collection system.
  • Communicate collection efforts to branch lenders on assigned accounts in accordance with established standards, if applicable.
  • Order updated credit bureau report or initiate skip tracing process in accordance with established standards.
  • Review files from Loan Services in accordance with established standards, if applicable.
  • Initiate deferrals on accounts based upon written policy guidelines.
  • Communicate regularly with collections supervisor on status of problem accounts in accordance with established standards.
  • Ensure that all delinquent accounts and assigned queues have been thoroughly worked according to standardized collection procedures.
  • Ensure that appropriate letters are sent to debtors.
  • Process customers payments through electronic draft, if applicable.
  • Process account maintenance transactions according to established guidelines

Education/Certification Requirements:

  • High School Diploma or GED

Experience requirements for this Collections Specialist:

  • Must have Collections experience
  • Strong communication skills
  • Good decision-making and problem solving skills
  • Proficient with MS Office Suite
  • Ability to work as part of a team
  • Must have flexible schedule
  • Bilingual is a plus

Note:

This role is On-Site; thus, open to candidates near/in/around Winterville, NC


As a reminder, this role is being recruited for by one of our National Recruitment Teams and not your local Branch. In order to be considered, please follow the steps included upon your application. If you are interested in a Collections Specialist in Winterville, NC NOW for instant consideration!


Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
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Vice President, Strategy & Operations
Salary not disclosed
Winston-Salem, NC 1 week ago

Founded in 1997, Five Points Capital (“FPC”) is a leading independent private debt and equity manager, exclusively focused on the U.S. lower middle market. We are investing out of the fifth fund in each of our two direct strategies (opportunistic debt/equity and control buyout).


Investment Focus:


Five Points Capital: we provide flexible unitranche, second lien, and subordinated debt solutions with equity co-investment in support of private equity firms, independent sponsors, direct lending partners, and management teams. We build value, ensure financing certainty, and provide incremental capital to support growth within these partnerships. For more information: Equity Partners: we focus exclusively on providing patient, first institutional capital to growing middle-market companies. We invest $15 to $40 million per company in businesses with $2 to $10 million EBITDA which have strong management and growth prospects. For more information: Summary:


Strategic Leadership: join a long-tenured, multi-strategy private equity firm as a senior leader providing strategic governance over the data integrity of our private fund vehicles; serve as a critical bridge between investment professionals, accounting, business development, and investor relations


Data and Systems Architect: take full ownership of the firm’s fund and portfolio-level data ecosystem, from maintaining sophisticated portfolio monitoring databases to identifying and implementing systems to ensure the firm’s technology stack remains best-in-class relative to peer firms


Advanced Financial Model & Forecasting: act as the primary owner of complex fund projection models, delivering high-stakes scenario analysis including waterfall mechanics, leverage utilization, portfolio performance, and deployment pacing to inform internal decision-making and external reporting


Institutional-Grade Communications: serve as a high-visibility technical liaison, distilling complex fund accounting and portfolio metrics into polished, data-driven communications for both internal Managing Partners and a sophisticated institutional investor base



Primary Responsibilities:


Data Management: orchestrate quarterly portfolio data cycles and quality controls, maintain the existing database, partner with fund accounting on components of periodic investor reports, produce clear and consistent portfolio monitoring reports and lead meetings with internal investment professionals, partner with business development to maintain data repository to address investor diligence questionnaires using both fund accounting data and portfolio operating data


Systems Management: own day‑to‑day configuration and integrations among portfolio monitoring tools; proactively benchmark existing systems against industry best practices; lead the evaluation, demoing, procurement and implementation of new technologies


Projection Modeling: maintain and refine existing credit and buyout fund projection models capable of running ad-hoc scenarios and stress tests including deployment pacing, valuation expectations, prepayments, defaults/recoveries, fee and interest income, expenses, capital call/distribution timing, carry waterfalls, usage of credit facility and permanent leverage


Communications: direct and manage responses to inquiries from existing/potential investors and internal parties with polished communications, responses grounded in fund accounting data and portfolio operating metrics


Representative Specific Responsibilities: support senior team in developing investor relations presentations and AGM content; develop, update and circulate portfolio monitoring dashboards that combine investment accounting data and portfolio company operating metrics and highlight trends, outliers and covenants and propose follow-ups; own driver-based projection models for credit and buyout funds to run scenarios and stress test for LP and IC questions; coordinate portfolio planning by collecting follow-on and exit assumptions from investment teams and reconciling models; build quarterly advisory board packages and manage internal review; targeted ad-hoc analysis for investment, IR and management questions



Qualifications:


Experience: 10+ years of progressive leadership in private fund operations, investment teams, or administration; deep familiarity with middle office workflows, fee mechanics, carried interest waterfalls and capital account reporting; preference for background within a multi-strategy environment


Academics: bachelor’s degree in finance, accounting or related quantitative field; preference for MBA, CPA, CFA


Technical: experience managing or implementing a portfolio monitoring system; deep understanding of financial statement interdependence; advanced data structuring skills and high attention to data quality, knowledge and experience in private equity and credit structures, private alternative investing universe, and corporate finance


Technology: highly proficient with Excel, PowerPoint, Word, CoPilot and other online applications (Salesforce, Allvue, AI apps, etc.)


Interpersonal: strong executive presence, self‑awareness, and stakeholder management skills; polished communication, comfortable with many concurrent priorities, changing priorities, and managing deadlines and follow-through


Other Attributes: problem-solver, self-starter, team oriented, strong degree of initiative, curiosity, and attention to detail, accuracy, and organization


Work Environment: The ability to work with a small team in a collaborative, entrepreneurial environment, and an opportunity to shape the firm’s growth trajectory.


Five Points is an Equal Opportunity Employer and is committed to providing employees and applicants with an environment free of discrimination and harassment. All employment decisions at Five Points are based on business needs, job requirements, and individual qualifications. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, sexual orientation, national origin, family or parental status, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.


Americans with Disabilities Act (ADA)

Five Points will provide reasonable accommodations during the application process upon request as required to comply with applicable laws. If you have a disability and require assistance in this application process, please contact us at (847) 878-3371 or

Not Specified
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Construction Safety Manager
Salary not disclosed
Charlotte, NC 1 week ago

Company Description

Safety Consultants USA, based in Atlanta, specializes in OSHA safety consulting, employee training, and program development for both the construction and general industries. Our services include OSHA safety training, contractor and industrial safety programs, DOT and fleet safety programs, and rigging and signal training. We are committed to helping businesses enhance workplace safety and regulatory compliance. Additionally, we offer a comprehensive range of safety products and services to support our clients' operational needs.


We protect and strengthen our culture by showing up with positivity, accountability, and mutual respect. We support each other, celebrate wins, and maintain a team environment where everyone feels valued. In collaboration with our clients, we promote strong safety cultures by modeling the behaviors we expect on job sites: respect, professionalism, and a shared commitment to sending everyone home safely.


Role Description

This is a full-time, W-2, hybrid Construction Safety Manager role based in Charlotte, North Carolina.

The Construction Safety Manager will be responsible for overseeing and implementing safety protocols, conducting workplace safety assessments, delivering safety training, and ensuring compliance with occupational health and safety regulations. Other responsibilities include investigating workplace incidents, identifying potential hazards in construction settings, and developing strategies to mitigate risks.

This position has partial work-from-home flexibility. Travel to job sites is 50% of the time weekly. Out-of-town travel is required, but you will be home over the weekends and holidays.


Required Qualifications

  • Must have expert technical knowledge of safety protocols and hazard-related risks
  • Must be a certified OSHA 500 Train the Trainer
  • Must have 5-7 years' experience in construction or similar industries
  • Must have a reliable vehicle
  • Must have excellent writing skills
  • Must have excellent communication, interpersonal, and analytical skills
  • Must have excellent customer service skills necessary to interact with senior-level management and external clients, as well as foster an environment of cooperation between different departments, OSHA, and co-workers
  • Must be computer literate and possess the ability to learn multiple software programs that Safety Consultants USA uses to conduct business
  • Must have the ability to work independently and as part of a team
  • Must have excellent organizational, communication, and problem-solving skills


Preferred Qualifications

  • Strong background in Occupational Health and Environment Health and Safety (EHS)
  • Experience in conducting effective Safety Training programs
  • Proficiency in Accident Investigation and ability to document and analyze incidents
  • Expertise in Industrial Safety and risk assessment strategies
  • Bachelor’s degree in occupational health, Safety Management, or a related field
  • Relevant certifications, such as CSP (Certified Safety Professional) or CHST (Construction Health and Safety Technician), are a plus


The compensation package includes a competitive salary plus commission, and these benefits:

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Paid time off


Please note:

Candidates for this position must take and pass a knowledge assessment to help determine whether they are the right fit for the job.


This position is based in Charlotte, North Carolina. No relocation assistance is available.


This position is not a staffing opportunity. If you are a safety contractor only interested in temporary staffing placement, please do not apply for this position.

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Customer Service Representative
Salary not disclosed
Charlotte, NC 1 week ago

We are hiring for our client in the North Carolina area. 3 months - Contract To Hire, 4 days onsite and 1 remote day.


Responsibilities



  • Act as primary point of contact for customers, troubleshoot service issues, and accurately enter service requests for resolution by appropriate partners.
  • Educate clients and advisors on systems, procedures, and self-service options; serve as a resource for company policies and product usability, escalating complex issues as needed.
  • Respond to customer inquiries across multiple systems, provide accurate information, and collaborate with internal teams to resolve outstanding questions.
  • Process routine transactions and account service requests initiated via web or paper forms, ensuring timely completion to meet service standards.
  • Manage high-volume inbound and outbound calls to deliver prompt, accurate solutions; document all interactions in designated systems for tracking and compliance.


Qualifications



  • Education: High school or GED
  • 0-to-1-year relevant experience required
  • Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience


Required Skills



  • Excellent customer service skills
  • Strong written and verbal communication skills
  • High learning agility – ability to absorb complex information quickly in a multi-technique training style including facilitator lead, self-study, group simulations, and demonstration through live calls
  • Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
  • Ability to navigate multiple systems and resources on a phone call with ease
  • Demonstrated ability managing multiple priorities in a fast-paced environment
  • Demonstrated skill troubleshooting, identifying, and resolving root cause issues
  • Home access to high-speed internet with speeds sufficient to support the responsibilities of the role


Preferred Skills



  • Previous customer service experience
  • Product-specific or financial services industry experience
  • Desire to obtain a permanent position through demonstration of high-quality performance
  • Desire to become Client licensed as part of career development


Pay range and compensation package



Pay Rate: $20/hr



Job Location: Charlotte, NC



Equal Opportunity Statement



We are committed to diversity and inclusivity.


About the Company



Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization.

Not Specified
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Mortgage Sales Representative
Salary not disclosed
Charlotte, NC 1 week ago

Kickstart Your Sales Career with Us!

Are you eager to launch a career in sales? Do you have a strong work ethic and a desire to learn? If you’re motivated, coachable, and ready to grow, we want YOU to join our dynamic team!


What We Offer:

  • Competitive base salary + commission – earn while you learn!
  • Comprehensive PAID training and hands-on mentorship to develop your sales skills.
  • Clear career growth path – opportunities for promotion and advancement.
  • A supportive and energetic team environment.
  • Performance-based incentives, bonuses, and rewards.
  • Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.


What We’re Looking For:

  • Excellent communication skills and a positive attitude.
  • Self-motivated and goal-driven mindset.


Why Join Us?

This is your chance to break into mortgage sales with a company that invests in your success. If you’re looking for a rewarding career path with unlimited earning potential, apply today and take the first step toward a thriving sales career!


Ready to start your journey? Apply now!


Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775

Not Specified
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Technical Account Manager
Salary not disclosed
Charlotte, NC 1 week ago

Summary/Objective

This position will report within the Account Management Team and will be the liaison between Paymentus customers and internal teams at Paymentus. A Technical Account Manager (TAM) collaborates with an Account Director in support of National Accounts to support client operational and technical needs. The TAM will be the first point of contact for the client after a case is opened with Customer Care or Product Support Operations.


Essential Functions/ Responsibilities

  • Learn and understand client’s setup and infrastructure and how it connects between their environment and Paymentus. (API setup, SFTP, file format, features, custom design, etc…)
  • Partner with Implementations, Product Support, Customer Care and Operations teams as needed to troubleshoot incidents and provide regular updates to client until an issue is resolved
  • Complete monthly SLA reporting for SLA clients
  • Support Account Director in QBRs, Client Mtgs and conduct product demos as required
  • Be an active participant working with the Incident Manager in Root Cause Analysis (RCA) creation to ensure client impact and other pertinent information is included
  • Responsible for reviewing RCA with client stake holders over the phone as needed
  • Serve as a Business Analyst to create SOWs for projects by working with the client and Paymentus project teams to help create requirements, share recommended approaches and help identify any risks with client’s request.Assist the Project Manager as needed during implementation
  • Partner with Implementations as required to define, perform, assist, and/or coordinate unit testing of features requested by clients
  • Will be the client’s advocate during upgrades and implementations to ensure any custom design has been reviewed and tested as appropriate
  • Partner with Account Directors to create operational slides for weekly/monthly/quarterly meetings looking at trends and how they affect both the customer and Paymentus business model
  • Responsible for all operational and technical communication whether via phone or email
  • Assist with demoing new features/functionality specifically around the implementation and integration component
  • Reinforce training of customer teams as needed on product features to help them solve their own problems and answer questions on customer trends
  • Partner with Development, Account Management and Implementations on prioritizing projects
  • Subject Matter Expert for the Paymentus Payment Processing platform


Supervisory Responsibility

This position has no direct supervisory responsibilities


Education and Experience

  • Undergraduate degree in Computer Science or related degree
  • 3-5 Years in the electronic billing and payment industry
  • 3-5 Years in a technical leadership role (Project Management, Sales Engineer, Solution Architect, etc.)
  • Knowledge of NACHA Operating Rules and Card Network Operating Regulations is highly desirable
  • Demonstrated project management experience tracking and reporting of projects
  • Polished communication skills (speaking and writing)
  • Experience communicating to Manager level and higher
  • Ability to understand technical terms and translate back effectively to the client and Paymentus business teams to help outline a situation and recommendations
  • Experience in analyzing data, problem-solving and making recommendations
  • Excels in a fast paced environment with lots of change and growth



EEO Statement

Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.

Reasonable Accommodation

Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.

An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

Not Specified
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Agile Transformation Coach
🏢 Motion Recruitment
Salary not disclosed
Charlotte, NC 1 week ago

We are seeking experienced a Product Transformation Coach to support Transformation & Readiness within a global organization. You will help guide multiple product teams through an Agile and product transformation journey.

This is a business-side coaching role, focused on enabling product teams, driving change, and supporting the adoption of Scrum practices within teams currently operating in Kanban.

The ideal candidates will bring strong financial services experience, exceptional communication and coaching skills, and the ability to influence and lead change in a fast-paced, evolving environment.

Key Responsibilities

  • Partner with business and technology teams to support the transformation of multiple payment-related products
  • Coach product teams transitioning from Kanban to Scrum
  • Guide Product Managers, Product Owners, and Scrum Masters in Agile and product best practices
  • Support product teams through change management and transformation initiatives
  • Assist in creating and refining:
  • Process flows
  • Requirements and product documentation
  • Epics, Features, and User Stories
  • Acceptance criteria
  • Drive consistent use of Jira and Confluence for product and delivery tracking
  • Promote a business-first mindset focused on enabling product and business outcomes
  • Help teams adopt Agile ways of working while maintaining flexibility in a dynamic environment

Required Qualifications

  • Financial services experience (required)
  • Experience coaching or supporting Agile product teams
  • Strong knowledge of Scrum and Kanban
  • Familiarity with SAFe concepts and frameworks (not a formal SAFe role)
  • Hands-on experience with Jira and Confluence
  • Strong business acumen and ability to work with business stakeholders
Not Specified
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Area Manager
🏢 FB Financial
Salary not disclosed
Asheville, NC 1 week ago

Summary:

The Area Manager will be a leader responsible for driving consumer customer acquisition, deposit growth, and business development within their designated retail financial centers as well as managing the operations for their designated financial centers. This individual will implement forward-thinking strategies to expand market reach, foster long-term customer relationships, and ensure operational excellence while leading a dynamic team.



Essential Duties and Responsibilities:

  • Drive financial center profitability by encouraging day-to-day service and sales activity with policy standards for customer and operational excellence, meet regulatory compliance requirements, and motivate and coach staff toward the achievement of sales goals and financial center balance sheet growth using bank product knowledge expertise.
  • Build and maintain strong relationships with existing and prospective customers, identifying opportunities to deepen engagement and grow deposits.
  • Drive financial center profitability by optimizing service and sales activities, ensuring compliance with regulatory requirements, and leveraging bank product knowledge.
  • Oversee operational efficiency, ensuring staff allocation aligns with customer needs and daily financial center activities.
  • Actively engage with the local community, industry networks, and business leaders to enhance FB Financials' visibility and customer reach.
  • Model, practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures and risk management policies; adhere to security protocols.
  • Cultivate a high-performance team culture through hiring, providing leadership, coaching, and professional development to staff members; communicate FB Financial information to team(s) to ensure consistency of delivery of FB Financial standards, expectations and values.


Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


Education and/or Experience

  • 5+ years of experience in banking retail, business development, or lending; 3+ years in a leadership role preferred.
  • Proven track record in customer relationship management, driving deposit growth, and developing new account opportunities.
  • Strong knowledge of risk management and operational integrity, ensuring compliance with all banking policies and regulations.
  • Proficiency in Microsoft Office applications (Outlook, Word, Excel).


Skills and Abilities

  • Ability to lead growth-focused initiatives that enhance customer acquisition and deposit expansion.
  • Excellent written and verbal communication skills for engaging customers and leading teams effectively.
  • Exceptional relationship-building skills to connect with customers, businesses, and community partners.
  • Ability to balance strategic planning with day-to-day operational execution.
  • Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
  • Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
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Outside Sales Representative - Raleigh
Salary not disclosed
Raleigh, NC 1 week ago

Job description

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant.

Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered.

Demonstrate your passion and sales skills by offering businesses in your local community substantial savings and upgraded state-of-the-art equipment. Get paid while you learn an exciting new business in merchant services sales, BASE PAY, commissions with monthly bonuses. Our top performers make well over a 6-figure income. This is a fully remote role - to ensure your success, you will have a dedicated sales manager & support team and continued results-driven training.

WHAT THE COMPENSATION PACKAGE OFFERS:

  • BASE PAY & UNCAPPED COMMISSIONS
  • OTE EXPECTED FIRST YEAR $75k-$100k
  • LARGE DAILY/WEEKLY/MONTHLY BONUSES
  • RESIDUALS

UNMATCHED FEATURES THAT WE OFFER:

  • IN-DEPTH ONGOING TRAINING WITH EXCELLENT SALES MANAGEMENT
  • PRE-SET COMPANY APPOINTMENTS (TRUE TRIPLE CONFIRMED LEADS)
  • PROVEN SALES PROCESSES THAT ARE RESULTS DRIVEN
  • FULL SUITE OF PROFESSIONALLY BRANDED MARKETING MATERIALS & PRESENTATION TOOLS
  • ANYTIME LIVE MANAGER ASSISTANCE
  • ONLINE TRAINING & DOCUMENTS LIBRARY
  • E-SIGN APPLICATION OPTION (RAPID & EASY)

EXPERIENCE THAT WE ARE LOOKING FOR:

  • At least 2 years of business-to-business (B2B) sales experience preferred
  • Excellent verbal, written, interpersonal, relationship building and presentation skills
  • Strong work ethic with a drive to succeed
  • Ability to self-source your own leads through a combination of cold calling and networking
  • Proven outside or field sales experience with a track record of hitting or exceeding sales goals
  • Military veterans are encouraged to apply

BELOW ARE A PLUS BUT NOT REQUIRED:

  • Cold calling sales ability, with assertive, positive, persistent style
  • Bilingual
  • Motivated self-starter with effective time management skills
  • Goal-oriented and ambitious with capacity and drive to each and exceed quotas

WHAT YOU WILL DO:

As an Outside Sales representative with Slice Merchant Services, you will present our most popular and cutting-edge Dual Pricing Program to merchants offering them a revolutionary way to accept credit/debit cards. This program offers merchants to eliminate their current credit/debit card processing fees once and for all. This provides substantial savings for the merchant and makes it easy for you to make sales daily and reach your goals.

  • Develop strong business relationships with business owners, by cold calling small to medium-sized businesses
  • Collaborate with your Sales Manager to prepare and present competitive sales proposals
  • Attend assigned pre-set company appointments

APPLY NOW!

Job Type: Full-time

Benefits:


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Not Specified
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Client Administrative Manager
Salary not disclosed
Hendersonville, NC 1 week ago

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.


Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.


Position Overview:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.


Duties & Responsibilities:

  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
  • Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
  • Proactively prepare financial reports, spreadsheets and other materials for client meetings
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance


Skills, Experience & Qualifications:

  • Bachelor’s Degree in Business or in related field is preferred
  • Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
  • FINRA Series 7 and 66 (or 63 and 65) preferred
  • Highly detail-oriented with superior organizational skills and ability to prioritize tasks
  • Follow-up to ensure resolution and completion of tasks
  • Provide a high level of customer service in a calm, courteous and professional manner.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
  • Team player with the ability to collaborate with others
  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.


Reports To:

Divisional Business Director

Not Specified
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