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Manager Treasury - Liquidity Reporting Analytics (Hybrid) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Financial Modeling, Liquidity Reporting, Cash Flow Forecasting, Balance Sheet Management, Risk Management, Regulatory Compliance, Data Quality Improvement, Reporting Streamlining, Dashboard Development, Liquidity Risk Indicators, Internal Audit Management, Regulatory Exams Assistance, Team Management, Data Analysis, Sql, Excel Modeling
Specialization
Candidates need a Bachelor's Degree and 4 years of experience in Banking Treasury/Finance, or a High School Diploma/GED and 8 years of experience in the same field. Preferred qualifications include a Master's degree, 8+ years of financial services experience, knowledge of liquidity management, advanced cash flow modeling, bank balance sheet concepts, Reg YY, strong SQL/Excel skills, Power BI proficiency, and experience managing direct reports.
Experience Required
Minimum 5 year(s)
Collateral Recovery Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Collateral Recovery, Foreclosure, Repossession, Skip Tracing, Asset Liquidation, Fdcpa, Cfpb Regulations, Loan Monitoring, Delinquency Analysis, Negotiation, Communication, Problem Solving, Microsoft Office Suite, Ucc Regulations, Vendor Management
Specialization
Candidates must have a high school diploma and 3-5 years of experience in foreclosure, real estate, or asset management. Proficiency in FDCPA, CFPB regulations, and loan recovery processes is essential for this role.
Experience Required
Minimum 2 year(s)
Manager, Merchandising at Citizen Watch Company of America, Inc.
New York, New York, United States - Full Time
Skills Needed
Merchandising, Buying, Product Management, Trend Analysis, Assortment Planning, Cross Functional Collaboration, Data Analysis, Excel, Powerpoint, Outlook, Power Bi, Product Development, Lifecycle Management, Inventory Management, Communication, Strategic Planning
Specialization
Candidates must have a bachelor's degree and 3-5 years of experience in merchandising, buying, or product management. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Problem Resolution, Product Knowledge, Security Procedures, Internal Controls, File Maintenance, Transaction Processing, Account Research
Specialization
Candidates must possess a High School Diploma or equivalent and have a minimum of one year of experience in customer service and/or cash handling. The role demands excellent verbal and non-verbal communication skills for effective member interaction.
Retail Development Specialist - Indianapolis, IN at Citizen Watch Company of America, Inc.
, , United States - Full Time
Skills Needed
Account Relationship Management, Product Knowledge, Merchandising, Sales, Training, Interpersonal Skills, Organizational Skills, Problem Solving Skills, Verbal Communication, Written Communication, Teamwork, Visual Merchandising, Stock Management, Gospotcheck
Specialization
Candidates must possess excellent interpersonal, organizational, and problem-solving skills, along with strong verbal and written communication abilities, and the capacity to work well in a team. Availability is required for weekends during peak times and for limited travel to meetings and trade shows.
Teller Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Supervisory Experience, Sales, Communication Skills, Problem Resolution, Product Promotion, Financial Guidance, Security Procedures, Internal Controls, Cash Management, Mentoring, Teaching, Transaction Accuracy, Vault Security, Atm Balancing
Specialization
Candidates must possess a minimum of four years of experience in cash handling and customer service, preferably within a retail banking or credit union environment, along with at least two years of supervisory experience involving customer service or sales. A High School Diploma or GED is required, though a college degree is preferred.
Experience Required
Minimum 2 year(s)
Commercial Banker at First Citizens Bank and Trust Company
San Diego, California, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Underwriting, Commercial Lending, Deposit Services, Cash Management Solutions, Sales Planning, Forecasting, Relationship Management, Client Engagement
Specialization
Candidates need a minimum of 6 years of experience in commercial lending, credit, or business development with a Bachelor's degree, or 10 years of experience without a degree. Essential qualifications include financial analysis, credit underwriting skills, knowledge of commercial lending solutions, and sales planning experience.
Experience Required
Minimum 5 year(s)
Facilities Coordinator at Citizen Watch Company of America, Inc.
New York, New York, United States - Full Time
Skills Needed
Time Management, Attention To Detail, Problem Solving, Interpersonal Skills, Organizational Skills, Excel Proficiency, Multi Tasking, Prioritization, Flexibility, Administrative Support, Operational Support, Vendor Management, Inventory Management
Specialization
Candidates must possess strong time management, attention to detail, problem-solving, interpersonal, and organizational skills, along with proficiency in Excel and the ability to multi-task. A minimum of five years of related experience in a facilities or administrative capacity is required, along with the physical ability to occasionally lift up to 50 pounds.
Experience Required
Minimum 5 year(s)
Lending Systems Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
System Optimization, Workflow Development, Integration Support, Credit Policy Management, Pricing Policy Management, Auto Decisioning Models, System Administration, Data Integrity, Troubleshooting, System Upgrades, Loan Forms Management, Data Migration, System Configuration, Performance Evaluation, Regulatory Compliance, Documentation
Specialization
Candidates must possess a minimum of 3+ years of experience in loan operations or a related financial services role, coupled with comprehensive knowledge of lending practices, regulations, and compliance. Essential qualifications include demonstrated proficiency in loan origination systems and core banking platforms, strong analytical abilities, and excellent communication and problem-solving skills.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
West Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Financial Services, Product Promotion, Account Research, Security Procedures, Transaction Processing, Problem Solving, Data Entry
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service or cash handling experience. Excellent verbal and non-verbal communication skills are required, with bilingual abilities considered a plus.
Lending Systems Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
System Optimization, Workflow Development, Integration Support, Credit Policy Management, Pricing Policy Management, Auto Decisioning Models, System Administration, Data Integrity, Troubleshooting, System Upgrades, Loan Forms Management, Data Migration, System Configuration, Performance Evaluation, Regulatory Compliance, Documentation
Specialization
Candidates must possess a minimum of 3+ years of experience in loan operations or a related financial services role, coupled with comprehensive knowledge of lending practices, regulations, and compliance. Essential qualifications include demonstrated proficiency in loan origination systems and core banking platforms, strong analytical abilities, and excellent communication and problem-solving skills.
Experience Required
Minimum 2 year(s)
Business Banker at First Citizens Bank and Trust Company
Charlotte, North Carolina, United States - Full Time
Skills Needed
Business Lending, Credit Underwriting, Business Development, Relationship Management, Financial Analysis, Deposit Management, Cash Flow Management, Loan Approval Process, Sales Planning, Forecasting, Networking, Community Engagement
Specialization
Candidates must possess either a Bachelor's degree with a minimum of 6 years in commercial/business lending, credit, or business development, or a High School diploma/GED with a minimum of 10 years in those fields. Additional requirements include proven business development experience.
Experience Required
Minimum 5 year(s)
Bank Sales and Service Representative (Teller) at First Citizens Bank and Trust Company
Wilmington, North Carolina, United States - Full Time
Skills Needed
Communication Skills, Customer Service Skills, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Knowledge Of Retail Banking Products And Services
Specialization
Candidates must possess a High School Diploma or GED along with a minimum of six months of customer service experience. Preferred qualifications include sales skills and knowledge of retail banking products and services.
Assistant Teller Manager/Universal Banker at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Sales, Financial Transactions, Cash Handling, Loan Processing, Account Management, Relationship Building, Communication Skills, Detail Oriented, Multi Tasking, Internal Controls, Security Procedures, Financial Literacy, Ms Office, Banking Systems
Specialization
Candidates must have a high school diploma or equivalent and at least two years of experience in sales or sales support. Proficiency in MS Office and the ability to perform basic math calculations are required, with prior head tellering experience preferred.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
Irmo, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication, Problem Resolution, Product Knowledge, Security Procedures, Internal Controls, File Maintenance, Transaction Processing, Account Research
Specialization
Candidates must possess a High School Diploma or equivalent and have a minimum of one year of experience in customer service and/or cash handling. Excellent verbal and non-verbal communication skills are essential for success in this role.
Non-Licensed Sales Assistant at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Sales Administration, Documentation, Order Entry, Billing, Record Keeping, Reporting, Customer Support, Communication, Coordination, Proposal Preparation, Event Organization, Data Analysis, Compliance, Multitasking, Time Management, Problem Solving
Specialization
Candidates need a high school diploma or equivalent, with 2+ years of preferred experience in sales support or administration, demonstrating exceptional organizational and time-management skills. Proficiency in MS Office and CRM software is preferred, alongside excellent communication skills for professional interaction.
Experience Required
Minimum 2 year(s)
Senior Wealth Planning Strategist at First Citizens Bank and Trust Company
San Francisco, California, United States - Full Time
Skills Needed
Wealth Planning, Financial Analysis, Client Relationship Management, Revenue Generation, Complex Issue Resolution, Coaching, Workflow Management, Business Strategy Implementation, Risk Assessment, Tax Planning, Legal Planning, Investment Goals, Software Expertise, Asset Protection, Estate Planning, Charitable Planning
Specialization
A Bachelor's Degree with 8 years of Wealth Management experience, including financial planning, is required, or 12 years of experience with a High School Diploma/GED. Candidates must possess a Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation.
Experience Required
Minimum 5 year(s)
Mortgage Loan Processor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Loan Processing, File Management, Data Integrity, Regulatory Compliance, Underwriting, Vendor Coordination, Appraisals, Title Requests, Member Communication, Stakeholder Communication, Trid Timelines, Quality Control, Loan Origination Systems, Microsoft Office, Attention To Detail, Organizational Skills
Specialization
A High School Diploma or GED is required, along with a minimum of two years of experience in mortgage processing, banking, or administrative support. Preferred qualifications include working knowledge of mortgage documentation, compliance, and closing processes.
Experience Required
Minimum 2 year(s)
Operations Service Representative at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Payment Processing, Deposit Processing, Mobile Deposit Review, Tax Levy Processing, Policy Adherence, Negotiable Instrument Policy, Internal Control Policy, Bsa/Ofc/Cip Policy, Switchboard Operation, Lobby Traffic Direction, Front Desk Support, Atm Tasks, Verafin, Document Scanning, Attention To Detail, Organizational Skills
Specialization
Candidates must possess a High School Diploma or equivalent and have at least two years of experience, preferably within a credit union environment. Essential qualifications include strong attention to detail, excellent organizational skills, and the ability to adhere strictly to all corporate standards and policies.
Experience Required
Minimum 2 year(s)
Fraud Analyst at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Fraud Analysis, Investigation, Case Management, Reporting, Communication, Analytical Skills, Problem Solving, Decision Making, Public Relations, Microsoft Office, Fraud Detection, Loss Prevention, Customer Service, Attention To Detail, Judgment, Time Management
Specialization
A high school diploma is required, with a college degree preferred. Candidates should have at least 1 year of experience in fraud investigations and demonstrate proficiency in relevant software and communication skills.
Manager Treasury - Liquidity Reporting Analytics (Hybrid) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States -
Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Modeling, Liquidity Reporting, Cash Flow Forecasting, Balance Sheet Management, Risk Management, Regulatory Compliance, Data Quality Improvement, Reporting Streamlining, Dashboard Development, Liquidity Risk Indicators, Internal Audit Management, Regulatory Exams Assistance, Team Management, Data Analysis, SQL, Excel Modeling

Industry

Banking

Description
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. FCB is seeking a strong, dynamic candidate with advanced technical and financial modeling skills who can drive change as an integral member of the Treasury Balance Sheet Management Liquidity Reporting team. This position reports to the Senior Director of Liquidity Reporting and will manage the short-term cash and liquid assets forecasting process. The individual is responsible for understanding and developing expertise on the cash flow activity related to the Bank’s balance sheet across loan, deposit, and capital transactions. The role will manage two analysts, oversee the production process, and review the daily results. The individual will collaborate with teams within Treasury and across other business lines to monitor balance sheet trends, manage liquidity risk, and optimize accuracy of the overall forecast. The position will ensure production processes adhere to established controls and are in compliance with governance and procedural documents. This person will help manage internal audits, assist the Senior Director with regulatory exams, and take a lead role in key projects to improve data quality, streamline reporting, and develop dashboards for optimal liquidity monitoring. Responsibilities Key Responsibilities: Asset Management – Analyzes balance sheet data and is responsible for evaluating short-term forecast methodology and recommending enhancements to improve accuracy across loan and deposit segments Identifying Risk – Take active role in managing intraday liquidity, assist with reviewing and developing liquidity key risk indicators, and ensuring proper controls are implemented across reporting processes Reporting - Help manage projects to improve cash flow source and use attribution and enhance framework/methodology for cash and liquid assets projections Regulatory – Maintain knowledge of regulatory landscape and ensure adherence to Reg YY EPS guidelines for all required liquidity reporting Manage review of short-term forecasting report and assist on daily liquidity risk key indicator and collateral reports. Manage analysts within team and foster career growth, ensuring goals and team objectives are met Manage internal audit requests and ensure responses are prepared and provided to Liquidity Senior Director for review Develop key controls for management reporting and ensure accuracy of data generated Qualifications Bachelor's Degree and 4 years of experience in Banking Treasury/Finance OR High School Diploma or GED and 8 years of experience in Banking Treasury/Finance Preferred Qualifications: Master’s degree in Finance, Math, or related field 8+ years of financial services experience Treasury experience and knowledge of liquidity management Advanced cash flow forecast modeling and working capital management knowledge In-depth knowledge of bank balance sheet concepts and Reg YY Strong SQL and excel modeling skills; Power BI proficient Experience managing direct reports Excellent analytical and communication skills and the ability to interpret complex financial data Ability to multitask and meet aggressive deadlines Excellent attention to detail, time management, and organizational skills #LI-JB1 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Responsibilities
This role manages the short-term cash and liquid assets forecasting process, requiring the individual to develop expertise on cash flow activity related to the bank’s balance sheet across various transactions. The manager will oversee two analysts, manage the production process, review daily results, and collaborate across business lines to monitor trends and optimize forecast accuracy.
Manager Treasury - Liquidity Reporting Analytics (Hybrid) at First Citizens Bank and Trust Company
Raleigh, North Carolina, United States - Full Time
Skills Needed
Financial Modeling, Liquidity Reporting, Cash Flow Forecasting, Balance Sheet Management, Risk Management, Regulatory Compliance, Data Quality Improvement, Reporting Streamlining, Dashboard Development, Liquidity Risk Indicators, Internal Audit Management, Regulatory Exams Assistance, Team Management, Data Analysis, Sql, Excel Modeling
Specialization
Candidates need a Bachelor's Degree and 4 years of experience in Banking Treasury/Finance, or a High School Diploma/GED and 8 years of experience in the same field. Preferred qualifications include a Master's degree, 8+ years of financial services experience, knowledge of liquidity management, advanced cash flow modeling, bank balance sheet concepts, Reg YY, strong SQL/Excel skills, Power BI proficiency, and experience managing direct reports.
Experience Required
Minimum 5 year(s)
Collateral Recovery Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Collateral Recovery, Foreclosure, Repossession, Skip Tracing, Asset Liquidation, Fdcpa, Cfpb Regulations, Loan Monitoring, Delinquency Analysis, Negotiation, Communication, Problem Solving, Microsoft Office Suite, Ucc Regulations, Vendor Management
Specialization
Candidates must have a high school diploma and 3-5 years of experience in foreclosure, real estate, or asset management. Proficiency in FDCPA, CFPB regulations, and loan recovery processes is essential for this role.
Experience Required
Minimum 2 year(s)
Manager, Merchandising at Citizen Watch Company of America, Inc.
New York, New York, United States - Full Time
Skills Needed
Merchandising, Buying, Product Management, Trend Analysis, Assortment Planning, Cross Functional Collaboration, Data Analysis, Excel, Powerpoint, Outlook, Power Bi, Product Development, Lifecycle Management, Inventory Management, Communication, Strategic Planning
Specialization
Candidates must have a bachelor's degree and 3-5 years of experience in merchandising, buying, or product management. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Problem Resolution, Product Knowledge, Security Procedures, Internal Controls, File Maintenance, Transaction Processing, Account Research
Specialization
Candidates must possess a High School Diploma or equivalent and have a minimum of one year of experience in customer service and/or cash handling. The role demands excellent verbal and non-verbal communication skills for effective member interaction.
Retail Development Specialist - Indianapolis, IN at Citizen Watch Company of America, Inc.
, , United States - Full Time
Skills Needed
Account Relationship Management, Product Knowledge, Merchandising, Sales, Training, Interpersonal Skills, Organizational Skills, Problem Solving Skills, Verbal Communication, Written Communication, Teamwork, Visual Merchandising, Stock Management, Gospotcheck
Specialization
Candidates must possess excellent interpersonal, organizational, and problem-solving skills, along with strong verbal and written communication abilities, and the capacity to work well in a team. Availability is required for weekends during peak times and for limited travel to meetings and trade shows.
Teller Manager at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Supervisory Experience, Sales, Communication Skills, Problem Resolution, Product Promotion, Financial Guidance, Security Procedures, Internal Controls, Cash Management, Mentoring, Teaching, Transaction Accuracy, Vault Security, Atm Balancing
Specialization
Candidates must possess a minimum of four years of experience in cash handling and customer service, preferably within a retail banking or credit union environment, along with at least two years of supervisory experience involving customer service or sales. A High School Diploma or GED is required, though a college degree is preferred.
Experience Required
Minimum 2 year(s)
Commercial Banker at First Citizens Bank and Trust Company
San Diego, California, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Underwriting, Commercial Lending, Deposit Services, Cash Management Solutions, Sales Planning, Forecasting, Relationship Management, Client Engagement
Specialization
Candidates need a minimum of 6 years of experience in commercial lending, credit, or business development with a Bachelor's degree, or 10 years of experience without a degree. Essential qualifications include financial analysis, credit underwriting skills, knowledge of commercial lending solutions, and sales planning experience.
Experience Required
Minimum 5 year(s)
Facilities Coordinator at Citizen Watch Company of America, Inc.
New York, New York, United States - Full Time
Skills Needed
Time Management, Attention To Detail, Problem Solving, Interpersonal Skills, Organizational Skills, Excel Proficiency, Multi Tasking, Prioritization, Flexibility, Administrative Support, Operational Support, Vendor Management, Inventory Management
Specialization
Candidates must possess strong time management, attention to detail, problem-solving, interpersonal, and organizational skills, along with proficiency in Excel and the ability to multi-task. A minimum of five years of related experience in a facilities or administrative capacity is required, along with the physical ability to occasionally lift up to 50 pounds.
Experience Required
Minimum 5 year(s)
Lending Systems Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
System Optimization, Workflow Development, Integration Support, Credit Policy Management, Pricing Policy Management, Auto Decisioning Models, System Administration, Data Integrity, Troubleshooting, System Upgrades, Loan Forms Management, Data Migration, System Configuration, Performance Evaluation, Regulatory Compliance, Documentation
Specialization
Candidates must possess a minimum of 3+ years of experience in loan operations or a related financial services role, coupled with comprehensive knowledge of lending practices, regulations, and compliance. Essential qualifications include demonstrated proficiency in loan origination systems and core banking platforms, strong analytical abilities, and excellent communication and problem-solving skills.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
West Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Financial Services, Product Promotion, Account Research, Security Procedures, Transaction Processing, Problem Solving, Data Entry
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service or cash handling experience. Excellent verbal and non-verbal communication skills are required, with bilingual abilities considered a plus.
Lending Systems Specialist at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
System Optimization, Workflow Development, Integration Support, Credit Policy Management, Pricing Policy Management, Auto Decisioning Models, System Administration, Data Integrity, Troubleshooting, System Upgrades, Loan Forms Management, Data Migration, System Configuration, Performance Evaluation, Regulatory Compliance, Documentation
Specialization
Candidates must possess a minimum of 3+ years of experience in loan operations or a related financial services role, coupled with comprehensive knowledge of lending practices, regulations, and compliance. Essential qualifications include demonstrated proficiency in loan origination systems and core banking platforms, strong analytical abilities, and excellent communication and problem-solving skills.
Experience Required
Minimum 2 year(s)
Business Banker at First Citizens Bank and Trust Company
Charlotte, North Carolina, United States - Full Time
Skills Needed
Business Lending, Credit Underwriting, Business Development, Relationship Management, Financial Analysis, Deposit Management, Cash Flow Management, Loan Approval Process, Sales Planning, Forecasting, Networking, Community Engagement
Specialization
Candidates must possess either a Bachelor's degree with a minimum of 6 years in commercial/business lending, credit, or business development, or a High School diploma/GED with a minimum of 10 years in those fields. Additional requirements include proven business development experience.
Experience Required
Minimum 5 year(s)
Bank Sales and Service Representative (Teller) at First Citizens Bank and Trust Company
Wilmington, North Carolina, United States - Full Time
Skills Needed
Communication Skills, Customer Service Skills, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Knowledge Of Retail Banking Products And Services
Specialization
Candidates must possess a High School Diploma or GED along with a minimum of six months of customer service experience. Preferred qualifications include sales skills and knowledge of retail banking products and services.
Assistant Teller Manager/Universal Banker at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Customer Service, Sales, Financial Transactions, Cash Handling, Loan Processing, Account Management, Relationship Building, Communication Skills, Detail Oriented, Multi Tasking, Internal Controls, Security Procedures, Financial Literacy, Ms Office, Banking Systems
Specialization
Candidates must have a high school diploma or equivalent and at least two years of experience in sales or sales support. Proficiency in MS Office and the ability to perform basic math calculations are required, with prior head tellering experience preferred.
Experience Required
Minimum 2 year(s)
Teller at Palmetto Citizens Federal Credit Union
Irmo, South Carolina, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication, Problem Resolution, Product Knowledge, Security Procedures, Internal Controls, File Maintenance, Transaction Processing, Account Research
Specialization
Candidates must possess a High School Diploma or equivalent and have a minimum of one year of experience in customer service and/or cash handling. Excellent verbal and non-verbal communication skills are essential for success in this role.
Non-Licensed Sales Assistant at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Sales Administration, Documentation, Order Entry, Billing, Record Keeping, Reporting, Customer Support, Communication, Coordination, Proposal Preparation, Event Organization, Data Analysis, Compliance, Multitasking, Time Management, Problem Solving
Specialization
Candidates need a high school diploma or equivalent, with 2+ years of preferred experience in sales support or administration, demonstrating exceptional organizational and time-management skills. Proficiency in MS Office and CRM software is preferred, alongside excellent communication skills for professional interaction.
Experience Required
Minimum 2 year(s)
Senior Wealth Planning Strategist at First Citizens Bank and Trust Company
San Francisco, California, United States - Full Time
Skills Needed
Wealth Planning, Financial Analysis, Client Relationship Management, Revenue Generation, Complex Issue Resolution, Coaching, Workflow Management, Business Strategy Implementation, Risk Assessment, Tax Planning, Legal Planning, Investment Goals, Software Expertise, Asset Protection, Estate Planning, Charitable Planning
Specialization
A Bachelor's Degree with 8 years of Wealth Management experience, including financial planning, is required, or 12 years of experience with a High School Diploma/GED. Candidates must possess a Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation.
Experience Required
Minimum 5 year(s)
Mortgage Loan Processor at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Loan Processing, File Management, Data Integrity, Regulatory Compliance, Underwriting, Vendor Coordination, Appraisals, Title Requests, Member Communication, Stakeholder Communication, Trid Timelines, Quality Control, Loan Origination Systems, Microsoft Office, Attention To Detail, Organizational Skills
Specialization
A High School Diploma or GED is required, along with a minimum of two years of experience in mortgage processing, banking, or administrative support. Preferred qualifications include working knowledge of mortgage documentation, compliance, and closing processes.
Experience Required
Minimum 2 year(s)
Operations Service Representative at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Payment Processing, Deposit Processing, Mobile Deposit Review, Tax Levy Processing, Policy Adherence, Negotiable Instrument Policy, Internal Control Policy, Bsa/Ofc/Cip Policy, Switchboard Operation, Lobby Traffic Direction, Front Desk Support, Atm Tasks, Verafin, Document Scanning, Attention To Detail, Organizational Skills
Specialization
Candidates must possess a High School Diploma or equivalent and have at least two years of experience, preferably within a credit union environment. Essential qualifications include strong attention to detail, excellent organizational skills, and the ability to adhere strictly to all corporate standards and policies.
Experience Required
Minimum 2 year(s)
Fraud Analyst at Palmetto Citizens Federal Credit Union
Columbia, South Carolina, United States - Full Time
Skills Needed
Fraud Analysis, Investigation, Case Management, Reporting, Communication, Analytical Skills, Problem Solving, Decision Making, Public Relations, Microsoft Office, Fraud Detection, Loss Prevention, Customer Service, Attention To Detail, Judgment, Time Management
Specialization
A high school diploma is required, with a college degree preferred. Candidates should have at least 1 year of experience in fraud investigations and demonstrate proficiency in relevant software and communication skills.