Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

This position primarily analyzes reports and certificates received from borrowers and third parties, in order to assess appropriate levels of borrowing for commercial loans. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Maintains physical possession of original warehousing mortgages and floor plan titles. A

Customer Service, Sales, and Delivery Establish productive, professional relationships with new and existing customers. Call on potential new customers to build relationship. Complete sales transactions with new and existing customers to grow territory and increase sales and profit. Set and monitor customer routes for customer satisfaction and retention of customer base.

~Senior Associate, Fund/Client Accounting~ Bring your ideas. Make history. BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of th

This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba

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

Contacts assigned customer accounts concerning past due balances beginning at 31 days. Works closely with Premiers and Sales to address customer disputes and assist with finding resolution. Provides weekly statuses to manager on accounts that are flagged as high risk or have significant disputes. Required Qualifications Bachelor's Degree Working knowledge of Microsoft Off

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Evaluates client needs related to accounting and finance processes and assesses accounting functions to recommend project approaches. Contributes to the proposal development process on outsourced controller and other special projects. Participates in engagement planning and budgeting and definition of content and deliverables while managing controls and risk. Manages and

Employee Applicant Privacy Notice Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is goi

FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We currently have a potential vacancy for a Civil Investigator. In this role, you will be supporting the overall mission of the Unit of the U.S. Attorney's Office (USAO) including investigation and prosecution of health care fraud matters and an aggressive

MiTek is looking for an experienced Truss Designer who is interested in learning developing software skills to join our Technical Support team. In this role you would be responsible for providing technical assistance to customers and internal users in support of complex Structural Engineering, CAD, and Business Management applications within the MiTek Software Suite. Answ

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

Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

The Post Closer Interim Servicing Specialist I supports mortgage related business strategies and is responsible for answering borrower calls and emails regarding payment dates, amounts and payment option types in addition to assisting in the generation of monthly billing statements and check requests for escrow disbursement. The primary goal of this position is to provide