Financial Services Specialist

2 weeks ago


Athens, Georgia, United States Magnolia State Bank Full time
Job Overview

POSITION SUMMARY

The Financial Services Specialist plays a crucial role in facilitating branch operations and delivering a range of financial services. This position involves managing new account transactions and assisting clients in selecting appropriate financial products and services.

KEY RESPONSIBILITIES

  1. Facilitates branch operational tasks and financial services by processing new account transactions efficiently.
  2. Guides both individual and business clients in choosing suitable accounts and financial solutions, while actively promoting the Bank's offerings.
  3. Conducts customer interviews to gather necessary information, verifies identification, and assists with credit applications.
  4. Provides support across various branch functions, including new accounts, teller services, and lending, while mentoring less experienced staff.
  5. Handles documentation related to the Bank's electronic banking services and merchant card applications.
  6. Evaluates and processes new deposit accounts and loan applications, ensuring compliance with necessary procedures.
  7. Utilizes computer systems to manage account activities, resolve issues, and maintain accurate records.
  8. Processes loan transactions and manages customer inquiries effectively.
  9. Represents the Bank at community events to enhance its reputation and foster business relationships.
  10. Delivers exceptional customer service by addressing inquiries, resolving discrepancies, and providing solutions.
  11. Issues official checks and manages safe deposit operations.
  12. Handles administrative tasks such as processing stop payment orders and maintaining accurate documentation.
  13. Maintains organized records and assists in various clerical duties as needed.
  14. Demonstrates commitment to ethical practices and compliance with all relevant banking regulations.
  15. Participates in training and development initiatives to enhance personal and team performance.

WORK ENVIRONMENT

This position operates in a standard office environment, requiring occasional travel and exposure to outdoor conditions. The role involves various physical activities, including lifting, typing, and customer interaction.

QUALIFICATIONS

  • Associate's degree or equivalent experience in a financial services environment.
  • Registered as a mortgage loan originator as per the SAFE Act.
  • Intermediate knowledge of banking operations and compliance regulations.
  • Proficient in computer applications and office software.
  • Strong communication skills and the ability to manage multiple tasks effectively.


  • Athens, Georgia, United States Magnolia State Bank Full time

    Job OverviewPOSITION SUMMARYThe Financial Services Representative plays a crucial role in facilitating branch operational functions and delivering financial solutions. This position involves managing new account transactions and assisting clients in selecting suitable financial products and services.KEY RESPONSIBILITIESFacilitates branch operations by...


  • Athens, Georgia, United States Imaging Healthcare Full time

    Are you interested in a rewarding career in the healthcare sector?Your contributions can positively impact the lives of others.Become part of a dedicated team committed to enhancing the health and wellness of individuals. With over three decades of expertise in imaging services, Imaging Healthcare Specialists has built a stellar reputation for delivering...


  • Athens, Georgia, United States University of Georgia Full time

    Position OverviewClassification Title: Accounting Paraprofessional/ProfessionalPosition Summary: This role represents the second tier in a series of three non-exempt Operations Specialist positions. It is a specialized role that manages and executes various components of the financial cycle. The primary objective of this position is to facilitate the...


  • Athens, Georgia, United States University of Georgia Full time

    Position OverviewThis role is designed for a dedicated individual to support financial operations within the University of Georgia. The successful candidate will engage in a variety of tasks that contribute to the efficient management of budgetary and purchasing processes.Key ResponsibilitiesIT Procurement and Operational Assistance:Facilitate the creation...


  • Athens, Georgia, United States Highland Trust Partners LLC Full time

    Join Our Wealth Management TeamAre you a seasoned Financial Advisor seeking a rewarding opportunity in the wealth management sector? At Highland Trust Partners LLC, we pride ourselves on delivering tailored financial strategies to our clients, and we are in search of a skilled professional to enhance our mission.About Our Firm:Highland Trust Partners LLC is...


  • Athens, Georgia, United States Jobot Full time

    Exciting opportunity for a Senior Accountant position at JobotAbout Us:Jobot is a well-established organization with a diverse portfolio of subsidiaries.Why Choose Us: Opportunities for career advancement Flexible work atmosphere Attractive benefits package Encouraging leadership team Opportunities for skill enhancementRole Overview:We are in search of a...


  • Athens, Georgia, United States Hunter Recruitment Advisors Full time

    Are you a seasoned Financial Advisor looking to collaborate with a firm that encourages you to craft your own vision of success? At Hunter Recruitment Advisors, we are dedicated to your professional growth and independence. As a Financial Advisor with Hunter Recruitment Advisors, you will benefit from a supportive team with extensive experience across...


  • Athens, Georgia, United States Cascade Ventures Full time

    About Cascade VenturesCascade Ventures is a dynamic and innovative company that has been a leading specialist insurer in plant cultivation for almost 200 years. We offer our members cutting-edge insurance solutions for sustainable protection against yield losses caused by weather hazards in the fields of agriculture, viticulture, fruit and vegetable...


  • Athens, Georgia, United States Georgia Options Inc Full time

    Position Overview: As a key member of our finance team, you will be responsible for executing essential accounting functions and processes that support our organization and the individuals we serve. Key Responsibilities: I) Processing payments and issuing checks, II) Verifying the timely deposit of benefits, III) Recording all financial transactions in...


  • Athens, Georgia, United States Phil Hughes Automotive Group Full time

    Automotive Customer Service Specialist Phil Hughes Automotive Group is seeking a skilled Automotive Customer Service Specialist who excels in delivering exceptional client experiences. The ideal candidate will be responsible for welcoming customers, coordinating service appointments, and serving as a crucial link between clients and our skilled technicians....


  • Athens, Georgia, United States University of Georgia Full time

    Position OverviewJob Title: Evening Fulfillment Specialist IIIDepartment: Libraries-Access ServicesInstitution: University of GeorgiaPosition Summary:The Evening Fulfillment Specialist III plays a crucial role in the efficient operation of the public service desk at the Main Library during evening and weekend hours. Reporting to the Circulation and Reserves...

  • Financial Analyst

    2 weeks ago


    Athens, Georgia, United States University of Georgia Full time

    Position OverviewThis role, operating under general oversight, will support the procurement and financial reporting for maintenance and operational activities.Key ResponsibilitiesPrepare and validate financial spreadsheets.Assist in budget reporting.Provide administrative support for maintenance and operational reports.QualificationsThe ideal candidate will...


  • Athens, Georgia, United States Landmark Hospitals Full time

    Landmark Hospital offers a rewarding opportunity for an Environmental Services Specialist to contribute to our dedicated and professional team. We are focused on delivering exceptional customer service and quality care to our patients. Position Overview: Full Time (32-40hrs) / Day ShiftThe role involves ensuring that all areas of the facility are maintained...


  • Athens, Georgia, United States University of Georgia Full time

    Position OverviewThe University of Georgia is seeking a dedicated Financial Operations Coordinator to join our Accounts Payable team. This role is integral to ensuring the smooth operation of financial processes within the institution.About the RoleThis position serves as a key player in the financial cycle, specifically focusing on the auditing of travel...


  • Athens, Georgia, United States IR Management LLC Full time

    Job OverviewWELCOME TO IR MANAGEMENT LLCAt IR Management LLC, we prioritize hospitality as a core value. Our commitment to nurturing our team members ensures that they can provide exceptional service to our guests. We offer a range of benefits and opportunities for career advancement across our various locations.ABOUT THE POSITION...As a Coffee Service...


  • Athens, Georgia, United States Omada Search Full time

    Job OverviewOmada Search is seeking a dedicated Senior Accounting Specialist to join our team. We are a reputable firm known for our comprehensive mechanical contracting services, focusing on HVAC, plumbing, and electrical solutions tailored for both residential and commercial sectors. Our commitment to quality and exceptional customer service has...


  • Athens, Georgia, United States All Dry Services of Athens Full time

    About All Dry Services of AthensWe are a premier, nation-wide water mitigation and mold remediation service provider. Our team is dedicated to providing exceptional customer service with a focus on professionalism, communication, respect, urgency, savings, and right-the-first time.Why Work for All Dry Services of Athens?Competitive Compensation and...


  • Athens, Georgia, United States RAI Full time

    Job SummaryWe are seeking a highly skilled Accounts Receivable Clerk to join our team at RAI. As a key member of our accounting department, you will play a vital role in supporting our financial operations and ensuring the smooth flow of cash and revenue.Key ResponsibilitiesFinancial Data Management: Assist project managers in preparing monthly customer...


  • Athens, Georgia, United States Ingles Markets Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Cash Handling Specialist to join our team at Ingles Markets. As a key member of our accounting team, you will be responsible for maintaining accurate financial records, processing transactions, and providing exceptional customer service.Key ResponsibilitiesMaintain accurate and up-to-date...


  • Athens, Georgia, United States The Indigo Road Hospitality Group Full time

    Position Type:Full-timeAbout Us:Welcome to The Indigo Road Hospitality Group (IRHG), where we view hospitality as a lifestyle and a journey. Our commitment to our team members ensures that they, in turn, provide exceptional service to our guests. We offer generous benefits and opportunities for internal growth across our numerous locations.Our New...