Cary, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client Relationship Management, Consultative Selling, Financial Solutions, Consumer Lending, Loan Application Processing
Durham, England, United Kingdom · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Durham, England, United Kingdom · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving
Cary, North Carolina, United States · Remote OK
Summary of Duties: Works as an Individual Contributor and reports to a Director, Finance. Provide financial planning, reporting, actionable insights, analysis and strategic decision support to drive business growth and p…
Skills: Financial Planning, Strategic Decision Support, Budgeting, Forecasting, KPI Management
Cary, North Carolina, United States · On-site
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of…
Skills: Business Analysis, Product Analysis, Agile Methodologies, Mortgage Servicing, Data Analysis
Cary, North Carolina, United States · On-site
Position Summary The Payroll Manager is responsible for overseeing the end-to-end payroll operations for the organization's 1,000+ employees. This role manages a small payroll team, ensures compliance with federal, state…
Skills: Multi-state Payroll, Payroll Tax Compliance, Team Leadership, HRIS Administration, Advanced Excel
Cary, North Carolina, United States · On-site
Ministry Finance Assistant: The NC Baptist family is a mission-driven team that pursues excellence to help local North Carolina Baptist churches accomplish more together for God’s kingdom. N.C. Baptists partner to …
Skills: Financial Coordination, Donation Processing, Accounting, Donor Record Management, Invoice Processing
Cary, North Carolina, United States · Hybrid
$56k–$93k/yr
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here…
Skills: Project Management, Client Relationship Management, Financial Management, Analytical Skills, Microsoft Excel
Cary, North Carolina, United States · On-site
Atlantic Pacific Companies is a dynamic industry leader, with a growing and diverse portfolio of properties throughout Florida, Georgia, Texas, California, North Carolina, and Washington, D.C. We are looking for passiona…
Skills: Customer Service, Negotiation, Communication, Organization, Rent Collection
Cary, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer And Client Focus, Referral Identification, Risk Management
Cary, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer And Client Focus, Referral Identification, Risk Management
Cary, North Carolina, United States · On-site
Company Description Cornerstone Building Brands is a leading manufacturer of exterior building products for residential and low-rise non-residential buildings in North America. Headquartered in Cary, N.C., we serve resid…
Skills: SEC Reporting, U.S. GAAP, Financial Consolidation, OneStream, Internal Controls
Cary, North Carolina, United States · On-site
Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deli…
Skills: F&I Operation Management, Credit Analysis, Customer Service, Written Communication, Verbal Communication
Cary, North Carolina, United States · Remote OK
Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secur…
Skills: Channel Management, Business Development, Relationship Building, Pipeline Management, Strategic Planning
Cary, North Carolina, United States · On-site
About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned market by deepening relationshi…
Skills: Business Development, Credit Analysis, Relationship Management, Financial Assessment, Treasury Management
Cary, North Carolina, United States · On-site
POSITION SUMMARY The Part-Time Perio Treatment Coordinator plays a critical role in supporting the success of our periodontal department. This individual serves as both an advocate and educator for patients, helping them…
Skills: Treatment Coordination, Patient Education, Financial Counseling, Scheduling, Case Acceptance
Cary, North Carolina, United States · On-site
$25/hr–$29/hr
Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast…
Skills: Property Management, Bookkeeping, Financial Reporting, Rent Collection, Lease Enforcement
Cary, North Carolina, United States · On-site
Overview POSITION TITLE (Oracle title) PROFESSIONAL LEARNING COORDINATOR WORKING TITLE Professional Learning Coordinator SCHOOL/DEPARTMENT Office of Professional Learning LOCATION Crossroads III, Cary, NC PAY GRADE Nonce…
Skills: Microsoft Office, Google Apps, A/V Systems Support, Budget Management, Payroll Processing
Cary, North Carolina, United States · On-site
Primary Office Location:1155 Kildaire Farm Road. Cary, North Carolina. 27511. Join our team. Make a difference - for us and for your future. Position Title: Senior Relationship Banker Business Unit: Retail Reports to: Va…
Skills: Customer Service, Communication, Organizational Skills, Analytical Skills, Interpersonal Skills
Cary, North Carolina, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager wil…
Skills: Consultative Selling, Leadership, Credit Analysis, Financial Analysis, Customer Relationship Management
Cary, North Carolina, United States • On-site
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Responsible for developing and expanding client relationships by providing financial solutions and industry-leading service both in person and via phone. The role involves conducting consultative conversations, processing loan applications, and performing teller duties as needed.
Requires a high school diploma and at least 2 years of experience in client sales and service, including prospecting and relationship building. Candidates must be able to become SAFE compliant within 30 days of employment and possess strong interpersonal skills.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time.
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
There are currently 91 open finance & accounting positions in Cary, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, PNC, Bright Vision Technologies, Cornerstone Building Brands, Definiti LLC, among others. Browse the listings above to see every active employer.
Yes — 24 of the 91 open finance & accounting positions offer remote or hybrid work (13 remote, 11 hybrid).
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