Chapel Hill, 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 service, Cash handling, Sales, Relationship management, Outbound calling
Chapel Hill, North Carolina, United States · On-site
**Part Time -- 10 hours/week** About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at w…
Skills: Brokerage support, Client services, Financial services, Administrative support, Microsoft Office
Chapel Hill, North Carolina, United States · On-site
About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experie…
Skills: Client Service, Account Operations, Onboarding Coordination, Proposal Generation, CRM Management
Chapel Hill, North Carolina, United States · On-site
Sales Training Program – Reverse Mortgage Loan Officer Launch your career in the reverse mortgage industry with the backing of one of America's most trusted financial brands — Mutual of Omaha, a Fortune 300 organization …
Skills: Sales, Mortgage Origination, Financial Advising, Customer Relationship Management, Communication
Chapel Hill, North Carolina, United States · On-site
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. Fo…
Skills: Client Service, Banking Transactions, Account Maintenance, Regulatory Compliance, Microsoft Office
Chapel Hill, North Carolina, United States · On-site
Job Description The Financial Analyst is responsible for analyzing all aspects of finance including budget and critiques. Job Responsibilities • Providing analytical support to the Lines of Businesses • Prepares and lead…
Skills: Financial Analysis, Budgeting, Forecasting, Bank Reconciliation, Payroll
Chapel Hill, North Carolina, United States · Remote OK
$90k–$115k/yr
Senior FP&A AnalystJob Summary The Sr. FP&A Analyst will play a critical role in driving financial visibility, rigorous analysis, and data-driven decision-making across the business. This is a high-impact opportunity for…
Skills: Financial planning and analysis, Budgeting, Forecasting, Financial modeling, Variance analysis
Chapel Hill, 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: Cash Handling, Client Relationship Building, Sales, Interpersonal Communication, Microsoft Office
Chapel Hill, 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: Cash Handling, Client Relationship Building, Sales, Interpersonal Communication, Microsoft Office
Chapel Hill, North Carolina, United States · Hybrid
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resourc…
Skills: Tax Advisory, Tax Compliance, Project Management, Technical Review, Tax Research
Chapel Hill, North Carolina, United States · Hybrid
Who We Are About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resourc…
Skills: Audit Methodology, U.S. GAAP, Employee Benefit Plan Audits, Project Management, Client Relationship Management
Chapel Hill, North Carolina, United States · On-site
Your Future Team Stearns Financial Group is a wealth management practice based in North Carolina that guides individuals and families to financial confidence and clarity. We combine our depth of service offerings with ou…
Skills: Client Relationship Management, Cashiering, Account Maintenance, Compliance, Microsoft Office
Chapel Hill, North Carolina, United States · On-site
Who We Are About Ascend Backed by private equity from people focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resourc…
Skills: Executive Support, Calendar Management, Travel Coordination, Microsoft 365, Microsoft Excel
Chapel Hill, North Carolina, United States · On-site
Who We Are About Ascend Backed by private equity from people focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resourc…
Skills: Executive Support, Calendar Management, Travel Coordination, Microsoft 365, Microsoft Excel
Chapel Hill, North Carolina, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Management, Financial Planning, Customer Acquisition, Risk Oversight, Credit Strategies
Chapel Hill, 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: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Chapel Hill, North Carolina, United States · On-site
Job DetailsJob Location: Carraway Village - Apartment Community - Chapel Hill, NC 27516Position Type: Full TimeProperty Website: Carraway Village Schedule: Monday through Friday - at least 2 weekends per month Behind Eve…
Skills: Property Management, Collections, Lease Administration, Compliance, Resident Relations
Hartford, Connecticut, United States · Hybrid
$50k–$52k/yr
Draft POSITION SUMMARY The Claim Assistant ("CA") plays an important role in ensuring claims are handled in a timely and efficient manner, and policyholders are treated fairly and appropriately. The role of a CA is to as…
Skills: Customer Service, Analytical Skills, Microsoft Excel, Microsoft Word, Multitasking
Scottsdale, Arizona, United States · Hybrid
$110k–$120k/yr
Draft POSITION SUMMARY The Senior Claim Technical Specialist ("SCTS") is a high-impact role focused on investigating, evaluating, negotiating and settling serious injury/damage claims involving complex coverage and large…
Skills: Claim Investigation, Coverage Analysis, Negotiation, Litigation Management, Reserve Adjustment
Scottsdale, Arizona, United States · Hybrid
$88k–$110k/yr
Draft POSITION SUMMARY The primary role of the Claim Examiner ("CE") is to investigate, evaluate, negotiate and settle injury/damage claims in a fair and timely manner across multiple jurisdictions while applying policy …
Skills: Claim Investigation, Negotiation, Critical Thinking, Problem Solving, Customer Service
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Universal Banker is responsible for providing efficient client transactions, handling cash accurately, and delivering superior service while identifying financial needs. They also support sales activities through outbound calling and educate clients on digital banking solutions.
Candidates must have a high school diploma or equivalent, along with at least two years of teller or client service experience. Proficiency in basic computer applications and strong interpersonal skills are required to succeed in this branch-based role.
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, which are not mentioned below. Specific activities may change from time to time.
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.
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. Two years of teller or cash handling or client service experience
3. Six months of client relationship building or sales experience
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
6. Ability to multi-task under time constraints
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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. One year of client relationship building or sales experience
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention
3. Experience with sourcing and prospecting for new clients and client relationship building
4. 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 35 open finance & accounting positions in Chapel Hill, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Truist, Brighton Health Plan Solutions, Fifth Third Bank, IFG Companies, Ascend, among others. Browse the listings above to see every active employer.
Yes — 11 of the 35 open finance & accounting positions offer remote or hybrid work (6 remote, 5 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
