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

This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo

The Loan Servicing Specialist will be responsible for escrow processing and analysis, and paid loan processing and payment applications for the loan operations department. Responsibilities include but are not limited to Research missing or misapplied loan payments. Process loan payment reversals. Provide payoff letters. Handle customer inquiries or research. Assist Lender'

Company Description We help the world see new possibilities and inspire change for better tomorrows. Our analytic solutions bridge content, data, and analytics to help business, people, and society become stronger, more resilient, and sustainable. Job Description We are seeking an MSP Compliance Advisor for our Allocation Solutions Department. In this role, you will be res

All Climate First Employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. A Commercial Lender is r esponsible for meeting and exceeding budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross

Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Tax Exempt and Government Entities, Exempt Organizations and Government Entities, Government Entities, Tax Exempt Bonds, TEB Technical Group The following are the duties of this position at the ful

Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Works with business leads to manage client negotiations and contract drafting, and advises on commercial matters. Responsibilities Drafts and negotiates commercial contracts and confidentiality agreements with customers. Advises business clients on commercial legal issues and risks, as well as resolve legal issues and contract interpretation matters. Works with business c

Serve on teams and task groups for projects/initiatives within the business unit &/or across the organization Assist in leading Determine project requirements Participates in Prepare project plans, proposals, schedules, budgets, communications and staffing requirements Moderately complex/Varied Analyzes proposal to identify cross project and resource impacts Participates

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 is a Temporary position. The Payments Specialist II has responsibility for the completion of day to day activities including but not limited to wire, debit card, ACH, check clearing and credit card operations. The Payments Specialist II will be responsible for creating positive customer experiences, mitigating potential losses to the bank and displaying strong leader

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

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Job Summary This position is focused exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Supervises the operations of teller functions which includes establishing staffing schedules, performing audits, providing input to employee performance evaluations, and monitoring compliance Provides prompt, professional customer service to customers and