Columbia, Maryland, United States · On-site
$22/hr–$25/hr
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 transactions, Cash handling, Customer service, Sales, Outbound calling
H&R BlockColumbia, Maryland, United States · On-site
About the Role As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate r…
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Tax planning
Columbia, Maryland, United States · Remote Solely
About the Opportunity For more than 60 years, our organization has worked alongside members of over 40,000 unions, associations, and professional groups across North America. The individuals and families we serve include…
Skills: Verbal communication, Written communication, Organization, Time-management, Customer service
Columbia, Maryland, United States · On-site
Description The Accounting Specialist supports the day-to-day accounting operations for all company facilities under the direction of the Controller. This position is responsible for accounts payable, accounts receivable…
Skills: Accounting, Accounts payable, Accounts receivable, Microsoft Dynamics 365 Business Central, General ledger
Columbia, Maryland, United States · Hybrid
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem:…
Skills: Client service, Claims management, Risk management, Insurance solutions, Relationship building
Columbia, Maryland, United States · On-site
$42k–$75k/yr
Leidos, a Fortune 500 federal contractor with over $17B in annual revenue, is looking for top Finance and Business majors to join our organization as Finance and Business Operations (F&BO) interns. Our F&BO Summer Intern…
Skills: Financial analysis, Financial planning, Data analysis, Artificial intelligence, Machine learning
M&T BankColumbia, Maryland, United States · On-site
$20/hr–$34/hr
Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer…
Skills: Customer service, Retail sales, Digital engagement, Lobby management, Problem resolution
Annapolis, Maryland, United States · Hybrid
$44k–$80k/yr
Job Description: NOTE: Fidelity will not provide immigration sponsorship for this position To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of appl…
Skills: Financial markets, Trading support, Securities transactions, Client services, Investment products
Washington, District of Columbia, United States · Hybrid
Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are co…
Skills: Corporate banking, Credit structuring, Treasury management, Relationship management, Financial analysis
Columbia, Maryland, United States · On-site
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Employee Benefits Sales Consultant to their Corporate Synergies team in Columbia, MD. The Employee Bene…
Skills: B2B sales, Cold calling, Relationship management, Lead generation, Consultative selling
Columbia, Maryland, United States · On-site
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Employee Benefits Sales Consultant to their Corporate Synergies team in Columbia, MD. The Employee Bene…
Skills: B2B sales, Cold calling, Relationship management, Lead generation, Consultative selling
Columbia, Maryland, United States · On-site
Are you an experienced Property Manager ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our property Managers are responsible for the overall operational and financial su…
Skills: Property management, Affordable housing, Section 8, LIHTC, Budget management
Columbia, Maryland, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Sales, Client relations, Communication, Enrollment, Financial protection
Columbia, Maryland, United States · Remote Solely
$12k–$24k/yr
What could an extra $1,000-$2,000 each month do for your household? We are helping teams find qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. This means that…
Skills: Client services, Financial strategies, Communication, Appointment scheduling, Insurance product knowledge
Columbia, Maryland, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Sales, Communication, Financial protection, Client relationship management, Enrollment
Columbia, Maryland, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Sales, Communication, Client relationship management, Financial protection, Enrollment
Columbia, Maryland, United States · On-site
$500/hr–$1k
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Ou…
Skills: Financial planning, Networking, Prospecting, Sales, Business strategy
Columbia, Maryland, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial planning, Client acquisition, Relationship building, Asset protection, Investment advisory
Columbia, Maryland, United States · Remote Solely
$12k–$24k/yr
What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get al…
Skills: Client services, Financial strategies, Communication, Appointment scheduling, Insurance product knowledge
Columbia, Maryland, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Sales, Communication, Client relations, Enrollment, Financial protection
Columbia, Maryland, United States • On-site
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 performing efficient client transactions while identifying financial needs and supporting sales activities. They also educate clients on digital banking solutions and assist with outbound calling to support branch relationship management.
Candidates must have a high school diploma or equivalent, along with at least two years of teller or cash handling experience. Additionally, six months of client relationship or sales experience and proficiency in basic computer applications are required.
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
Part Time Universal Banker
· The hourly base salary for this position is $22.00/hour-$25.00/hour
· Additional incentive pay is available for this position.
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 137 open finance & accounting positions in Columbia, MD listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include KBR, Inc., M&T Bank, Global Elite Consultants, Globus Medical, UHY International, among others. Browse the listings above to see every active employer.
Yes — 60 of the 137 open finance & accounting positions offer remote or hybrid work (21 remote, 39 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.
