Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Requires significant marketing presentation, sa

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. Must have two years of mortgage lendi

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on the job training program, and tuition reimbursement available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Home

Who We Are Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passi

Private Client Specialist Boca Raton, FL, USA Req #11112 Thursday, April 18, 2024 About Crisis24 Crisis24, a GardaWorld company, is widely regarded as the leading integrated risk management, crisis response, consulting, and global protective solutions firm, serving the world's most influential people, disruptive brands, and prominent organizations. Championed by our advan

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'

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Maintains the quality, profitability and growth of business and consumer products through appropriate pricing and fees. Demonstrates effective sales strategies to attract, expand and retain customer relationships. Applies need based sales techniques to a

Job Location Jonesville Branch Jonesville, FL Position Type Part Time Education Level High School GED   Salary Range $14.81 $21.49 Hourly Job Category Banking Description Hours for this position are Monday Friday 8 45am 2 15pm and 2 3 Saturdays per month 8 45am 12 15pm. Your Role Assist members with financial transactions accurately and efficiently. Identify opportuni

Relationship Banker II Location US FL Santa Rosa Beach Job ID 2024 17064 Category Branch Banking Type Regular Full Time Job Grade 7 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Gulf Place 17108 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a cur

Coordinates with the Business & Sales Service Manager in preparing required reports and performs other functions as required. Responsible for servicing clients and opening account referrals for larger branches. Provides assistance in completing Requests for information (RFIs) from the BSA department as needed. Assist in completing Financial ticklers as well as signature c

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

Analysis Performs valuation analyses on various Healthcare industries including Diagnostic Imaging (MRI, CT Scan, X ray), Lab equipment, Patient monitoring, and Surgical and treatment devices including endoscopy, by utilizing accepted and relevant approaches and theories. Works out the valuation by applying and utilizing multiple techniques to estimate value of more compl

Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects

Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer focused for a Member Experience Advocate I . The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating