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Referral specialist Jobs in Greensboro, NC

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Referral specialist • greensboro nc

Last updated: 20 hours ago
  • Promoted
Financial Specialist

Financial Specialist

Pinnacle BankGreensboro, NC, United States
Full-time
At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle di...Show moreLast updated: 3 days ago
  • Promoted
Alterations Specialist

Alterations Specialist

David's BridalGreensboro, NC, United States
Part-time
Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply. At David's Bridal, we empower our customers and our employee...Show moreLast updated: 8 days ago
Generator Specialist

Generator Specialist

Canter Power Systems LLCGreensboro, NC, US
Full-time
Description : What We Do & Why You Should Join Us.We’ve experienced unmatched growth over the last several years—and we’re just getting started. As extreme weather events and gri...Show moreLast updated: 13 days ago
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Delivery Specialist

Delivery Specialist

O'Reilly AutomotiveGreensboro, NC, US
Full-time
The Delivery Specialist will maintain and operate store vehicles to deliver parts and / or products to professional customers in a safe and efficient manner. This position will also collect money on C...Show moreLast updated: 30+ days ago
Parts Specialist

Parts Specialist

Hoffman & Hoffman IncGreensboro, NC, US
Full-time
Position Title : Parts Specialist.Department : Sales & Customer Service.Works with : Employees, Vendors, Customers and Engineers. Do you understand technical concepts easily? Are you a great commun...Show moreLast updated: 10 days ago
Registration Specialist

Registration Specialist

GrahamGreensboro, NC
Full-time +1
Quick Apply
REMOTE – Registration Specialist.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Registration Specialist opportunity with the possibility of becoming a permanent posi...Show moreLast updated: 30+ days ago
Marketing / Referral Liaison (Onsite)

Marketing / Referral Liaison (Onsite)

The Oral Surgery Institute of the CarolinasGreensboro, NC, US
Full-time +1
Salary : $20 to $25 per hour DOE.Job Description : Onsite Marketing & Referral Liaison.Onsite Marketing & Referral Liaison. Practice Owner / Current Marketing Team.The Onsite Marketing & Re...Show moreLast updated: 15 days ago
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Service Specialist

Service Specialist

IST ManagementGreensboro, NC, US
Full-time
IST Management Services is the fastest-growing national facilities management company, specializing in Business Process Outsourcing (BPO) solutions. We provide cutting-edge support in physical and d...Show moreLast updated: 14 days ago
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Sales Specialist

Sales Specialist

Phusion Projects, LLCGreensboro, NC, US
Permanent
Established in 2005, Phusion Projects is a global alcoholic beverage company with presence in over 40 countries, employing 250+ worldwide. Phusion Projects houses a portfolio of brands, including bu...Show moreLast updated: 20 hours ago
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Mobility Specialist

Mobility Specialist

Cone HealthGreensboro, NC, United States
Full-time
The Mobility Specialist assists in coordinating safe patient care, with a focus on mobility, in collaboration with other members of the health team. Working under direct supervision, this role suppo...Show moreLast updated: 30+ days ago
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QA Specialist

QA Specialist

Quest DiagnosticsGreensboro, NC, United States
Full-time +1
QA Specialist - Greensboro, NC, Monday to Friday, 8 : 00 AM to 5 : 00 PM.Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applic...Show moreLast updated: 7 days ago
Delivery Specialist

Delivery Specialist

O'Reilly Auto PartsGreensboro, NC, United States
Full-time
The Delivery Specialist will maintain and operate store vehicles to deliver parts and / or products to professional customers in a safe and efficient manner. This position will also collect money on C...Show moreLast updated: 18 days ago
  • Promoted
Referral Coordinator

Referral Coordinator

VirtualVocationsGreensboro, North Carolina, United States
Full-time
A company is looking for a Referral Coordinator, Specialty Pharmacy.Key Responsibilities Initiate prescription prior authorizations on behalf of prescriber's offices Coordinate and confirm patie...Show moreLast updated: 1 day ago
Lending Specialist

Lending Specialist

Summit Credit UnionGreensboro, NC, US
Full-time
This position is primarily responsible for taking loan applications via phone and internet, preparing for underwriting, gathering loan stipulations and funding the loan in a timely manner.This posi...Show moreLast updated: 30+ days ago
Sales Specialist

Sales Specialist

Phusion ProjectsGreensboro, NC, United States
Permanent
Established in 2005, Phusion Projects is a global alcoholic beverage company with presence in over 40 countries, employing 250+ worldwide. Phusion Projects houses a portfolio of brands, including bu...Show moreLast updated: 4 days ago
Referral Coordinator

Referral Coordinator

Advanced Personnel Resources IncGreensboro, NC
Full-time
The ideal candidate will have a minimum of 3 years of experience in high-volume referral processing.Starting at $17 and up per experiance. Medical, Dental, Term Life, Short-Term Disability, Holiday ...Show moreLast updated: 30+ days ago
  • Promoted
Account Specialist

Account Specialist

Graham Personnel ServicesGreensboro, NC, United States
Full-time
Graham Personnel Services is supporting our client in Greensboro that has an Account Specialist opening.This position would provide top-notch support to affiliates and customers.You'll manage accou...Show moreLast updated: 4 days ago
  • Promoted
Detail Specialist

Detail Specialist

InsideHigherEdGreensboro, North Carolina, United States
Full-time
Position Classification Title : .Located in North Carolina’s third-largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 stud...Show moreLast updated: 30+ days ago
  • Promoted
Communications Specialist

Communications Specialist

Smart Stack ImpactGreensboro, NC, US
Full-time
Welcome to Smart Stack Impact, where we redefine the boundaries of Public Relations with innovation, creativity, and an unwavering commitment to excellence. As a leading PR agency, we are dedicated ...Show moreLast updated: 30+ days ago
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Financial Specialist

Financial Specialist

Pinnacle BankGreensboro, NC, United States
3 days ago
Job type
  • Full-time
Job description

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

  • We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
  • We hire experienced professionals who understand the industry and provide effective advice.
  • We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

SUMMARY OF POSITION :

A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way.

PRIMARY RESPONSIBILITIES :

  • Provide distinctive service to clients and prospects , in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
  • Greet and acknowledge each client as they enter the office.
  • Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties.
  • Adhere to Pinnacle guidelines for check cashing , Reg. CC and new account opening to reduce risk to the Firm.
  • Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws.
  • Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation.
  • Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc.
  • Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud.
  • Monitor and manage all required reports to ensure operational excellence.
  • Provide operational support to Office Leader.
  • Meet all the client's financial needs , both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
  • Assist other team members as needed to ensure delivery of distinctive service.
  • Perform other related duties and responsibilities as assigned.
  • DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING :

  • High School Diploma or Equivalent - College degree is preferred.
  • Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred.
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
  • Knowledge of federal banking regulations and compliance.
  • Broad knowledge of bank products and services.
  • DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS, AND ABILITIES :

  • Excellent interpersonal skills, including verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Effective analytical and mathematical reasoning skills with problem-solving ability.
  • Ability to multi-task and prioritize daily tasks, with effective time-management skills.
  • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
  • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
  • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
  • POSITION STATUS : NON-EXEMPT

    DATE : 01.04.2024

    Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and / or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.