Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Associates in roles defined to take deposits are accountable for transaction accuracy and ... Financial services sales, telephone sales; one year experience in a licensed sales role License or ...
Financial Analyst/Manager
Anderson, SC · On-site
$100K - $130K/yr
We are looking for a Financial Analyst/Manager to support business performance through insightful reporting, planning, and analysis. This position works closely with leaders across commercial and ...
Quick apply
Financial Analyst/Manager
Anderson, SC · On-site
$100K - $130K/yr
We are looking for a Financial Analyst/Manager to support business performance through insightful reporting, planning, and analysis. This position works closely with leaders across commercial and ...
Stf, Financial Mgmt
Greenville, SC · Remote
Stf, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position ...
Stf, Financial Mgmt
Greenville, SC · Remote
Stf, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position ...
Financial Analyst - Treasury
Anderson, SC · On-site
Medical
Dental
Vision
Retirement
PTO
TTI Floor Care North America is hiring a Financial Analyst - Treasury . We are a high-growth market leader looking for energetic and curious individuals who will thrive in a fast-paced environment.
Financial Analyst - Treasury
Anderson, SC · On-site
Medical
Dental
Vision
Retirement
PTO
TTI Floor Care North America is hiring a Financial Analyst - Treasury . We are a high-growth market leader looking for energetic and curious individuals who will thrive in a fast-paced environment.
Financial Analyst - Treasury
Anderson, SC · On-site
Medical
Dental
Vision
Retirement
PTO
TTI Floor Care North America is hiring a Financial Analyst - Treasury . We are a high-growth market leader looking for energetic and curious individuals who will thrive in a fast-paced environment.
Financial Analyst - Treasury
Anderson, SC · On-site
Medical
Dental
Vision
Retirement
PTO
TTI Floor Care North America is hiring a Financial Analyst - Treasury . We are a high-growth market leader looking for energetic and curious individuals who will thrive in a fast-paced environment.
Finance & Accounting Outsourcing Senior Associate
Greenville, SC · On-site
$62K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Senior Associate, you will work with a variety of middle-market clients, helping deliver ... Prepare accurate and timely financial reports and management reporting packages. * Maintain ...
New
Finance & Accounting Outsourcing Senior Associate
Greenville, SC · On-site
$62K - $136K/yr
Medical
Dental
Vision
Life
Retirement
PTO
As a Senior Associate, you will work with a variety of middle-market clients, helping deliver ... Prepare accurate and timely financial reports and management reporting packages. * Maintain ...
New
Senior Financial Analyst
Greenwood, SC · On-site
$86K - $126K/yr
The Senior Financial Analyst will support our manufacturing site that is rapidly growing with demand for two product lines in Greenwood, SC. This role will report directly to the Plant Finance Leader ...
Senior Financial Analyst
Greenwood, SC · On-site
$86K - $126K/yr
The Senior Financial Analyst will support our manufacturing site that is rapidly growing with demand for two product lines in Greenwood, SC. This role will report directly to the Plant Finance Leader ...
Sr, Financial Mgmt
Greenville, SC · Hybrid
$80K - $100K/yr
Sr, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position will ...
Sr, Financial Mgmt
Greenville, SC · Hybrid
$80K - $100K/yr
Sr, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position will ...
Overall Scope Under the general direction of the Finance Manager - Engineered Solutions, the Financial Analyst is responsible for developing, analyzing, and interpreting financial and operational ...
Overall Scope Under the general direction of the Finance Manager - Engineered Solutions, the Financial Analyst is responsible for developing, analyzing, and interpreting financial and operational ...
Sr Financial Analyst
Gray Court, SC · On-site
$76K - $95K/yr
Medical
Retirement
PTO
This role leads financial performance measurement, cost analysis, and profitability reporting for product lines, while developing tools and partnering with production to evaluate cost impacts. It ...
Sr Financial Analyst
Gray Court, SC · On-site
$76K - $95K/yr
Medical
Retirement
PTO
This role leads financial performance measurement, cost analysis, and profitability reporting for product lines, while developing tools and partnering with production to evaluate cost impacts. It ...
Overall Scope Under the general direction of the Finance Manager - Engineered Solutions, the Financial Analyst is responsible for developing, analyzing, and interpreting financial and operational ...
Overall Scope Under the general direction of the Finance Manager - Engineered Solutions, the Financial Analyst is responsible for developing, analyzing, and interpreting financial and operational ...
Registered Client Service Associate-Greenville, SC
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Summary Supports Financial advisors and their prospective and existing clients and other branch ... Service Associate who is a motivated, detail oriented and creative problem solver to join our ...
Registered Client Service Associate-Greenville, SC
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Summary Supports Financial advisors and their prospective and existing clients and other branch ... Service Associate who is a motivated, detail oriented and creative problem solver to join our ...
Employee Benefits Financial Analyst
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
A Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include but are not limited to gathering and auditing monthly financial data ...
Employee Benefits Financial Analyst
Greenville, SC · On-site
Medical
Dental
Vision
Life
Retirement
PTO
A Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include but are not limited to gathering and auditing monthly financial data ...
AP Associate I (930178)
Greenville, SC · On-site
$18.75 - $24.25/hr
Medical
Life
Retirement
PTO
Purpose Financial Address : 322 Rhett Street, Greenville, South Carolina, United States - 29601 Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse ...
AP Associate I (930178)
Greenville, SC · On-site
$18.75 - $24.25/hr
Medical
Life
Retirement
PTO
Purpose Financial Address : 322 Rhett Street, Greenville, South Carolina, United States - 29601 Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse ...
Finance Analyst
Anderson, SC · On-site
$80K - $90K/yr
Support preparation of financial statements and management reports Budgeting & Analysis * Assist in the development of annual budgets and forecasts * Track actual performance versus budget and ...
Quick apply
Finance Analyst
Anderson, SC · On-site
$80K - $90K/yr
Support preparation of financial statements and management reports Budgeting & Analysis * Assist in the development of annual budgets and forecasts * Track actual performance versus budget and ...
Finance Analyst
$38.46 - $43.27/hr
Support preparation of financial statements and management reports Budgeting & Analysis * Assist in the development of annual budgets and forecasts * Track actual performance versus budget and ...
Quick apply
Finance Analyst
$38.46 - $43.27/hr
Support preparation of financial statements and management reports Budgeting & Analysis * Assist in the development of annual budgets and forecasts * Track actual performance versus budget and ...
Senior Financial Systems Analyst
Greenville, SC · On-site
$77K - $96K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Senior Financial Systems Analyst is heavily involved in administration or co-administration of Financial Systems related to producing, creating or maintaining Firm-Wide reports and analysis. This ...
Senior Financial Systems Analyst
Greenville, SC · On-site
$77K - $96K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Senior Financial Systems Analyst is heavily involved in administration or co-administration of Financial Systems related to producing, creating or maintaining Firm-Wide reports and analysis. This ...
Oracle Business Analyst - Finance (Remote Opportunity)
Duncan, SC · Remote
Medical
Dental
Vision
Life
Retirement
... associates worldwide. At AFL, we recognize that our employees are our greatest asset. We hire and ... You'll work closely with cross-functional teams to streamline financial workflows, enhance ...
Oracle Business Analyst - Finance (Remote Opportunity)
Duncan, SC · Remote
Medical
Dental
Vision
Life
Retirement
... associates worldwide. At AFL, we recognize that our employees are our greatest asset. We hire and ... You'll work closely with cross-functional teams to streamline financial workflows, enhance ...
Financial Associate information
See Honea Path, SC salary details
$28.5K - $37.6K
10% of jobs
$45.4K is the 25th percentile. Wages below this are outliers.
$37.6K - $46.8K
18% of jobs
The median wage is $54.7K / yr.
$46.8K - $55.9K
26% of jobs
$55.9K - $65K
19% of jobs
$67.3K is the 75th percentile. Wages above this are outliers.
$65K - $74.1K
11% of jobs
$74.1K - $83.3K
10% of jobs
$83.3K - $92.4K
3% of jobs
$92.4K - $101.5K
2% of jobs
$101.5K - $110.7K
1% of jobs
$110.7K - $119.8K
1% of jobs
$119.8K - $128.9K
0% of jobs
$28.5K
$65.7K
$128.9K
How much do financial associate jobs pay per year?
What is a financial associate?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a financial associate?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
What are some common challenges financial associates face when managing multiple client portfolios?
What cities near Honea Path, SC are hiring for Financial Associate jobs?
Cities near Honea Path, SC with the most Financial Associate job openings:
Full-time
Posted 29 days ago
First Citizens Bank rating
7.4
Based on 106 frontline employees who took The Breakroom Quiz
107th of 171 rated banks
Job description
A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs.
Qualities of a successful candidate:
- Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results.
- Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation.
- Customer Service Skills: Builds trust and confidence with clients.
- Adaptability: Has the ability to learn and adapt quickly to new information and technology.
- Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships.
- Influence: Capable of building rapport with different personalities to drive positive results.
- Agility: Able to process information and move quickly through problem resolution.
Responsibilities
- Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
- Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
- Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
Qualifications
Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role
License or Certification Type: Must have or obtain Series 6 or 7, 63 and state specific life insurance licenses within 12 months of hire.
Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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