Senior Bank Teller/Senior Financial Services Representative
SmartBank
Senior Financial Services Representative at SmartBank. Benefits Medical, dental, vision, life, and disability insurance 401(k) plan with 4% employer match Generous paid time off (PTO), SmartFlex Days, and 11 paid company holidays Paid community involvement Company apparel Tuition reimbursement Responsibilities Providing excellent customer service and meeting client needs efficiently and friendly Enhancing SmartBank’s image through proactive client‑driven service Processing complex financial transactions Serving as the primary point of contact for clients and directing inquiries appropriately Managing lobby operations: greeting clients, offering hospitality, ensuring refreshments Accurately receiving deposits and payments, verifying checks, issuing receipts, and giving credit in accordance with bank policies Providing account information to clients Cash checks and accept withdrawal requests per bank policies, referring questionable transactions to supervisor Providing special services such as redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders Processing payments for credit cards, local utilities, and other services and ensuring cut‑off Complying with all applicable federal, state, and local banking and industry laws and regulations, including the Bank Secrecy Act Performing other duties as assigned Qualifications High school diploma or equivalent Prior experience in cash handling Exceptional customer service skills Six months of banking experience including new account opening, cash vault custodian, and ATM custodian duties General accounting knowledge (debits, credits, balancing) Ability to cross‑sell banking products and services Sound judgment in decision‑making using established guidelines Knowledge of teller drawer equipment (PODs, recyclers, cash drawers, etc.) Computer competency: Microsoft Windows, Word, Excel, Outlook, typing, ten‑key proficient Strong math skills Strong written and oral communication skills Detail oriented and team oriented Positive attitude and high integrity Regular attendance Willingness to accept new ideas and changes Work Conditions Routine standing, sitting, bending, and stooping; occasional lifting up to 40 pounds; standing for long periods; frequent wrist, hand, and finger movements; average visual acuity; average hearing; may require travel to branch locations and training sessions; must be available for required schedule, including Saturdays. #J-18808-Ljbffr SmartBank
- SmartBank is seeking a Senior Financial Services Representative to provide excellent customer service while efficiently meeting client needs. This role... ...operations. Candidates will be expected to handle various banking responsibilities effectively and maintain a positive...Senior
$18.7 - $23.09 per hour
...with every five years of service, up to a maximum cap. Celebrate... ...hiring for a Full Time Financial Service Representative to work on-site from our... ...Cross-trains to work the teller line to assist as needed,... ...with Online and Telephone banking, including enrollment, general...SuggestedFull timeTemporary workCurrently hiringImmediate startFlexible hours- ...comfortable providing noteworthy customer service and building relationships along the way?... ...the phone and in person. Professional Financial Services (PFS) has been purchasing retail... ...ongoing contributions to charities, local food banks, educational institutions and more....SuggestedTemporary workLocal area
$20k - $50k
...exclusive features. Join a High-Income Financial Services Industry and Unlock Your Potential!... ...rewarding career in financial services! Seniority level Seniority level Entry level... ...notified about new Financial Services Representative jobs in North Carolina, United States...SuggestedFull timeTemporary workPart timeWork at officeRemote workWork from home- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
- Principal Financial Group seeks a Compliance Advisor to join the PSI/PFD Compliance team in Charlotte, NC. You will support a comprehensive program, providing guidance on complex legal and regulatory issues and mentoring junior staff. Responsibilities include research,...Senior
- ...growth and innovation journey. As a Senior Associate within Consumer & Community Banking Finance Data Ecosystem team, you... ..., mental health support, financial coaching and more. Additional details... ...customers through a range of financial services, including personal banking,...Senior
- ...Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver...SeniorWork at officeLocal areaDay shift
$60k - $80k
Wealth Enhancement Group is seeking a Senior Client Service Associate for their Raleigh, NC location. This role acts as a trusted liaison, providing... ...support in client onboarding, account maintenance, and financial paperwork. Successful candidates should possess a strong...SeniorFlexible hours- ...Opportunity for advancement Paid time off Role Description As a Financial Account Representative - State Farm Agent Team Member with Miles Cooper - State... ...customer needs, and market appropriate products and services. Qualifications Bachelor's degree in finance, economics...Work at office
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....Senior
- 慨正橡扯 seeks an Analytics Solutions Associate to enhance forecasting and reporting in Consumer & Community Banking Finance. The role involves ensuring data integrity in Essbase and delivering reliable outcomes. If you're an analytical individual with strong problem-solving...Senior
$97k - $192k
...The Polk Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been...Work at officeLocal areaWork from homeFlexible hours- ...Personal CFO, managing client relationships and delivering exceptional experiences. Successful candidates will have at least 6 years of financial planning experience and a strong commitment to integrity. You'll enjoy a range of benefits, including fully paid medical coverage...SeniorRemote job
- Fifth Third Bank is seeking a Wealth Management Advisor II to act as a trusted advisor for Private Bank clients. The ideal candidate... ...business plans and collaborate with specialists to enhance client service. A bachelor's degree and relevant certifications are preferred....Senior
- Career Headhunter LLC is seeking a Wealth Advisor to foster long-term relationships with clients and provide tailored financial advice. You'll manage client portfolios, conduct financial reviews, and identify planning opportunities. This role is ideal for someone with a...SeniorRemote work
- A global consulting firm is seeking a Workday Financials Accounting Center/Prism Consultant in Raleigh, NC. In this role, you will manage teams and ensure effective delivery of payroll, cloud-based HR, and financial management solutions. Key responsibilities include client...Senior
- 慨正橡扯 is looking for a Senior Associate in their Consumer & Community Banking division in North Carolina. This role involves transforming visions into market-ready products while ensuring effective communication and collaboration across teams. You will be responsible for...Senior
$65k - $70k
...Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial services company in North America, with over 2,800 corporate employees supporting a network of more than 151,000 licensed independent representatives. Founded 48 years ago...Full time- ...Record of Identifying Top Talent Our financial representatives are dedicated to helping individuals... ...an extensive background in financial services or you’re just getting started, you’ll... ...trips, bonuses and other incentives. Seniority level: Not Applicable Employment type...Full time
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their... .... Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support...Local area
$85k - $145k
...book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management. The salary ranges from $85,000 to $145,000 USD, with...SeniorMonday to Friday- ...At First Command, we’ve been guiding military families toward financial security since 1958. We’re looking for seasoned financial advisors... ...Client Experience: Foster long‑term relationships through a service model that emphasizes clarity, confidence, and responsiveness....SeniorFor contractorsLocal areaFlexible hoursShift work
- Fifth Third Bank, N.A. is seeking a Business Banking Relationship Manager IV in Raleigh, North Carolina. This role focuses on managing client relationships and providing tailored financial solutions to businesses with sales between $5MM and $20MM. The ideal candidate will...Senior
- ...Carolina, is seeking a Fund Accountant to assist with day-to-day operations of the accounting department while preparing fund-level financial statements. The ideal candidate has a Bachelor's Degree in Accounting or Finance and 1-2 years of experience. Responsibilities...Senior
- FMI is seeking a Senior Financial Advisory Analyst in Raleigh, NC, to provide financial and strategic advisory services to privately held businesses. This role combines technical expertise with client interaction and includes responsibilities such as analyzing financial...Senior
- ...Industries companyin the Raleigh, NC area to provide them with a Senior Financial Analyst.Please review the below description and let us know... ...Financial Analyst: This position will support the Financial Services Department in providing professional accounting and financial...SeniorTemporary workWorldwide
- ...were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service... ...About the Role As an Associate Financial Representative, our fast track to Financial Advisor,... ...mentorship from our Managing Partner, Senior Advisors, and our Business Coach A structured...Local area
- Workday Senior Certified Financials Consultant, Record to Report Join Intecrowd LLC to apply for the Workday Senior Certified Financials Consultant... ...‑time Job function: Finance and Sales Industries: IT Services and IT Consulting Key Functional Expectations Provide expertise...SeniorFull timeContract workRemote work
- ...deliver accurate, timely submissions and continuously improve how financial data is managed. If you enjoy solving problems, working cross‑... ...Associate at JPMorgan Chase within Consumer & Community Banking Finance, you will support forecasting and reporting processes by...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Bank Teller/Senior Financial Services Representative. Be the first to apply!
- cash management service teller Raleigh, NC
- bank clerk Raleigh, NC
- banking administrator Raleigh, NC
- bank teller Raleigh, NC
- teller Raleigh, NC
- financial planning administrator Raleigh, NC
- financial advisor development program Raleigh, NC
- wealth advisor Raleigh, NC
- financial planner cfp Raleigh, NC
- financial advisor part time Raleigh, NC

