Analyze customer utilization of products and services to identify potential product sales opportunities and referrals Initiate contact with existing and prospective customers to outline relevant products and services, pending sales referrals, product changes, and new product information Issue debit cards, Gift/Ace cards and explain operation to customers Quick rate CD's F

It has never been a better time to join Farm Credit of Florida. Come be a part of the talented team of employees supporting our LaBelle branch office. In this role, you will deliver an outstanding customer experience through collaboration and teamwork within the branch location to meet the needs of the customers. you will support the sales/lending staff throughout the loa

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

Relationship Banker II Location US FL Panama City Beach Job ID 2024 17364 Category Branch Banking Type Regular Full Time Job Grade 7 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Panama City Beach 17101 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhan

Quality Control Specialist III Job Locations US FL Panama City Beach ID 2024 2187 Category Customer Service/Support/Operations Type Full Time Telecommute No Overview AVIAN is searching for an Quality Control Specialist join our team providing support for the Unmanned Maritime Systems (UMS) Group providing support to our Panama City office. At AVIAN (pronounced a v yin ) w

What The Role Is As a Personal Banker III/IV, you will help clients achieve financial well being through deep customer relationships and a thoughtful understanding of their needs. To offer the best and most appropriate personal business financial products and services you will use a guided conversation and sales process to proactively identify new account and loan origina

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity We are seeking a Mortgage Loan Officer(s) for our newest Florida branches in Fort Myers and Naples. In this role, the Mortgage Loan Officer is responsible for all requirements in the ori

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

Task Management and Ownership Perform a wide array of lifecycle and valuation related tasks with precision and ownership, ensuring accurate trade capture, daily lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives. Process Efficiency Contribute to streamlining valuation processes, aiming for increased efficiency and effectiveness in our d

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

General Corporate Entity formation; drafting board and stockholder consents, and meeting minutes; drafting documents for amendments, withdrawals, mergers and dissolutions of corporations and LLCs; drafting documents for officer and director changes; drafting proxies and power of attorney documents. Global Entity Management Manage the administration of Cloud's internationa

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Nicholas J. Ryan & Associates, insurance staff counsel for State Farm Mutual Automobile Insurance Company, seeks an insurance defense attorney. First or second chair trial experience is preferred, and/or some insurance civil litigation experience to join our Ft. Lauderdale, Florida office. Former Assistant Public Defenders and Assistant State Attorneys are encouraged to a