Location: Charlotte, NC
Company: Atria Wealth Solutions
success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry.
Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members. General Accountability The primary purpose of this position is to assist Allegacy Federal Credit Union in living out our Brand Promise: We’ll always do the right thing for your Wellbeing. To achieve this goal, the employee shall live out the Allegacy Behaviors while providing World
Class Member Service to both internal and external members. This position is an integral team member of the Allegacy Investment Group whose primary responsibility is to actively identify and engage both members and non-members identified as High Net Worth (HNW) potential and to enhance the personal and financial wellbeing of these individuals, their families, and their friends and co-workers.
This will be accomplished by employing any and all resources of the credit union. Nature and Scope This position must understand the capabilities of Allegacy’s “three-legged” revenue and service providers: Retail, Allegacy Investment Group, and Allegacy Business Services and work to leverage them
to benefit the member’s wellbeing. Additionally, the position holder shall possess the ability to uncover/identify member assets, liabilities, needs, goals, and objectives and to make referrals to the appropriate credit union resource(s).
This position is responsible for meeting the monthly goals set by the reporting manager. These goals include, but are not limited to, invested dollars, deposits, loans, and referrals. This position also acts as a liaison for community and member related events. Specific Accountabilities Recruit, serve, and maintain mass affluent credit union member relationships, highlighting Allegacy’s distinct approach to holistic financial care, broad expertise, and thorough service offerings Develop and sustain future pipeline of new members through participation in community events, marketing initiatives, networking, and by generating referrals from clients and other business lines Provide sound financial advice through a process-driven approach to financial planning that includes understanding member goals; performing an analysis; presenting strategies; implementation of the plan; and providing ongoing member reviews Serve as a liaison among all lines of business to deepen the member relationship (Allegacy Investment Group, Retail Banking, Business Services, Insurance, Mortgage Lending, Business Development) Maintain ongoing relationships with members including no less frequent than annual relationship planning activities Build branch relationships and support branch staff within a defined territory to uncover the needs of our members through meaningful conversations Deliver consistently exceptional service to members, teammates, and prospects Achieve production and referral goals through the recommendation of suitable banking and investment products, insurance solutions, and other services to meet the goals, time horizon, and member’s tolerance for risk Knowledge, Skills, and Abilities Knowledge of financial planning process as defined in the standards for Certified Financial Planners® Knowledge of the potential revenue sources related to deposits, loans, and financial planning products Commitment to personal and professional development to enhance success of the credit union Commitment to learn from and implement ideas from both internal and external resources so to improve the services provided Commitment to continual training on products and services offered through Allegacy Investment Group and the credit union so to enhance the financial wellbeing of our members Excellent problem solver Excellent teaching skills with the ability to make the complex simple Superior presentation and organizational skills Strong written and verbal communication skills Is a self-starter and can work well collaboratively Sales and relationship driven Advanced level of performance and requires minimum supervision Ability to operate in highly confidential arena POSITION REQUIREMENTS FINRA Series 7 and 63/65 or 66 required Insurance licenses required: Life, Health, and Long-term Care Bachelor’s degree in economics or finance preferred Minimum 2 years’ experience in financial services (banking and/or financial advising) preferred Working knowledge of financial statements Working knowledge of structuring and underwriting loans Proficient in Microsoft Excel, Word, and Power Point Representatives are employed by Allegacy Federal Credit Union and registered through CUSO Financial Services, LP (CFS).
Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit. Non-deposit investment products and services are offered through CUSO Financial Services, L.
P. (" CFS" ), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members.
We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country. EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
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Banking jobs refer to a variety of roles within the financial industry, focused on the management, investment, transfer, and lending of money. These positions range from tellers and customer service representatives to investment bankers and financial advisors. They are characterized by their formal and regulated work environment, a strong focus on customer service and financial transactions. Operating within the core of the economy, banking jobs often require a blend of analytical skills, attention to detail, and a deep understanding of financial markets and products. Career growth and stability are common, with opportunities to specialize in areas like derivatives, asset management, or compliance.
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
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). Regular or Temporary: Temporary Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Corporate Overview : Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (NYSE: TFC), one of the nation's largest banking organizations.
Truist Securities, together with Commercial Real Estate and Treasury Solutions, comprise Truist's Corporate & Institutional
Group, offering lending, capital markets and treasury management solutions to businesses, institutions, not-for-profit organizations and government entities. Founded more than 100 years ago, we offer large-firm capabilities in a boutique culture and value our vibrant workplace that reflects the diversity of the many communities we serve.
We pride ourselves on the career development of our teammates. You'll work alongside senior-level management on real deals right from the start. We encourage and reward you to take an active role in helping our clients achieve their goals. Summer Associate Program Overview: The Truist Securities Summer Associate Program will run for approximately 10 weeks
in the summer months. The Summer Associate Program will consist of: Activities: Networking socials, case studies and presentations, team-building projects Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others Community Service: Opportunities to participate in various volunteer initiatives are provided and involvement is strongly encouraged The opportunity to interact with other groups and disciplines throughout the investment bank Competitive Summer Associates will be eligible to receive an offer to return in full-time positions as part of our Associate program upon graduation.
Job Description : The Summer Associate program provides the opportunity to gain exposure to a number of disciplines within investment banking.
Summer Associates will sharpen financial analysis skills, develop an understanding of corporate markets and clients, and gain experience in corporate finance and with investment banking products through on-the-job training. Within each group, Summer Associates play a meaningful role in supporting internal and external clients. As an integral member of the team, Associates play a meaningful role in new business development, due diligence, and transaction execution. Associates work with senior professionals to identify and evaluate opportunities and then meet with and present to prospective clients.
Associates must demonstrate a mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions. Associates are also charged with drafting internal and external documents and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors, interested parties and other senior professionals on a daily basis. As a result, strong organizational, communication and leadership skills are necessary to be effective in the position.
Candidates who receive a general Investment Banking Summer Associate offer could be placed within one of the following groups: Truist Securities Industry Coverage: Consumer & Retail Energy Financial Institutions Healthcare Life Sciences Industrials & Services Technology Truist Securities Product Groups: Leveraged Finance The annual base salary for this position is $175,000. Location : Truist Securities is headquartered in Atlanta, GA, with offices throughout the U. S. in cities including Boston, Charlotte, Chicago, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, New York, San Francisco, and Washington D.
C. The majority of Summer Associates will be placed in Atlanta, New York, Charlotte, Houston or Chicago. Minimum Requirements : MBA from a leading program with a scheduled graduation of December 2024 - May 2025. Minimum of 3 years work experience required Ability to understand complex financial products and desire for significant transaction execution responsibility Proven analytical ability and attention to detail Solid leadership and interpersonal skills Superior written and oral communication skills Ability to work in a fast-paced, team-oriented environment Preferred Requirements : Concentration in Finance Previous background in financial services and/or experience as an Analyst In compliance with law, Truist will consider any candidate with an unrestricted work authorization at the time of hire.
Truist will not sponsor in this role for an H-1B visa or permanent residency now or in the future. To learn more about Truist Securities' Associate positions, please visit the Student Programs section of our website at /about/careers. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law.
Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9b042d48-88a5-40c7-b96d-c81141871cb0
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here
at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact
with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team memberinteractionperience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location(s): 2610 W Sugar Creek Rd Charlotte, NC 28262-3173@RWF22 Posting End Date: Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9a9732ce-8726-be006d814ec0
