Raleigh, North Carolina, United States · On-site
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 exceptio…
Skills: Customer Service, Relationship Management, Financial Needs Assessment, Deposit Account Servicing, Critical Thinking
Raleigh, North Carolina, United States · Remote Solely
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Business Development, Sales, Client Relationship Management, Account Management, Strategic Planning
Raleigh, North Carolina, United States · Hybrid
$60k–$70k/yr
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clien…
Skills: Client Relationship Management, Financial Planning, Communication Skills, Multi-tasking, Problem Solving
Raleigh, 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: Problem Management, Incident Management, Root Cause Analysis, Network Services, ITIL
Raleigh, North Carolina, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Security Patrol, Customer Service, Incident Response, Access Control, Emergency Response
Raleigh, North Carolina, United States · Remote OK
At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people …
Skills: Outside Sales, Negotiation, Dealer Relationship Management, Product Presentation, Closing
Charlotte, North Carolina, United States · Hybrid
WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundati…
Skills: Tax Compliance, Technical Review, High Net Worth Tax, Gift Tax, Estate Tax
Raleigh, North Carolina, United States · On-site
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! PURPOSE: The CLM Analyst will be part of the operation of the Contracts team and will be responsible for assistin…
Skills: Contract Management, Communication, Customer Service, Attention to Detail, Microsoft Office Suite
Raleigh, North Carolina, United States · On-site
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advanc…
Skills: Insurance Verification, Patient Registration, Prior Authorization, Medical Billing, Collections
Raleigh, North Carolina, United States · Hybrid
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: The Check Processing Specialist demonstrates a comprehensive understanding of daily operationa…
Skills: Check Processing, Cash Letter Files, MICR Line Repair, Data Entry, Microsoft Excel
Raleigh, North Carolina, United States · On-site
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! PURPOSE: The Sr. CLM Analyst will be part of the operation of the Contracts team and will be responsible for assi…
Skills: Contract Management, Data Analysis, User Support, Workflow Optimization, Reporting
Raleigh, North Carolina, United States · On-site
$20/hr–$22/hr
Here at Savista, we enable our clients to navigate the biggest challenges in healthcare: quality clinical care with positive patient experiences and optimal financial results. We partner with healthcare organizations to …
Skills: Medical Records Retrieval, Accounts Receivable Support, HIPAA Compliance, Microsoft Office, Internet Explorer
Raleigh, North Carolina, United States · On-site
We are seeking an experienced, detail-oriented Accountant with the ability to thrive in our fast paced, growing organization. This individual must be able to identify and resolve problems both independently and as a part…
Skills: Lease Accounting, Fixed Asset Management, GAAP, Microsoft Excel, JD Edwards
Raleigh, North Carolina, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client Counseling, Customer Experience, Customer Loyalty
Raleigh, North Carolina, United States · On-site
Job Description What is the Opportunity? Loan Operations services the loan portfolios including Retail loans (HELOC and PLOC), mortgages, insurance monitoring, HELOC post-closing, collections, 1st Line Operational Risk, …
Skills: Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service
Raleigh, North Carolina, United States · On-site
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advanc…
Skills: Insurance Verification, Patient Registration, Prior Authorization, Medical Billing, Collections
Chapel Hill, North Carolina, United States · On-site
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Raleigh, North Carolina, United States · Hybrid
At HedgeServ, we’re redefining what’s possible in fund administration. With more than $700 billion in assets under administration, we partner with the world’s most forward-thinking investment managers – across private eq…
Skills: Collateral Management, Margin Calls, Dispute Resolution, Cash Management, Derivatives
Raleigh, North Carolina, United States · Remote Solely
Join us as a Patient Billing Specialist, where you’ll support patients with payment processing, billing education, insurance verification, and claims-related inquiries. This role delivers empathetic, accurate, and compli…
Skills: Payment Processing, Insurance Verification, Claims Support, Patient Education, EMR Systems
Phoenix, Arizona, United States · Hybrid
Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. This role will be located in Raleigh, NC or Phoenix, AZ. As a part of the Enhanced …
Skills: Enhanced Due Diligence, Anti-Money Laundering, Know Your Customer, Risk Analysis, Regulatory Compliance
Raleigh, North Carolina, United States • On-site
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Build professional relationships with customers to identify financial needs and recommend appropriate banking products and services. Manage deposit accounts and process transactions accurately while collaborating with team members to ensure exceptional customer service.
Requires a high school diploma and at least one year of experience in customer service or a related field. Knowledge of personal finance and banking products is required, with a bachelor's degree and NMLS certification preferred.
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 smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times
Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Actively promote teamwork, leading by example and taking initiative to assist others.
Provide backup and assistance to other retail banking roles and locations, as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Critical thinking and communication skills
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to demonstrate confidence and act as a trusted advisor
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions
High school diploma or equivalent required; bachelor’s degree preferred
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Basic knowledge of personal finance and household budgeting required
Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
Experience in retail customer service and/or sales preferred
NMLS preferred (required for lending activities)
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
Bank OZK is an industry leader in financial services, combining truly exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re reshaping skylines in some of the largest cities while simultaneously investing in local businesses and economies. With our rich history of cultivating relationships, we strive to provide even greater services that help our communities, large and small, to grow and thrive. Member FDIC | Equal Housing Lender
Offices: 18000 Cantrell Rd, Little Rock, Arkansas 72223, US
There are currently 668 open finance & accounting positions in Raleigh, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include First Citizens Bank, North Carolina State Employees Credit Union, Bank of America, Truist, Wells Fargo, among others. Browse the listings above to see every active employer.
Yes — 281 of the 668 open finance & accounting positions offer remote or hybrid work (110 remote, 171 hybrid).
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