The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. 40 Responsibilities include but are not limited to Represents the bank in conducting active prospect and customer business developme

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities. Maintains electronic records and prepares transactions in Customer Relationship Management software. Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements and other relev

Consistently meets and/or exceeds assigned individual, team and revenue goals within a designated market and gaining complete knowledge of the business and personal financial needs of assigned clients. Proactively seek ways to develop and expand client relationships in order to contribute towards the Bank's success. Develops and maintains a prospect list of potential cust

Evaluate operational efficiency and effectiveness Perform qualitative and quantitative analysis relating to operational functions, workflow, processes, and other business related issues Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets Obtain quantitative and qualitative data of business processes to analyze,

The Capital Markets Senior Financial Analyst ("CMFA") Pool Analyst will support transactions generated by Cushman & Wakefield's Investment Sales brokerage services across multiple product types. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, Argus Enterprise model creation and auditing, lea

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. Assi

Utilize industry knowledge and expertise to recommend mortgage products to clients. Implement strategies that not only result in high profits but also achieve all the relevant sustainability goals including Community Reinvestment Act and multi cultural lending goals. Operate by positively influencing revenue growth, expense adherence and efficiencies. Identify, develop, a

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

Operations Specialist Boca Raton, FL, USA Req #559 Sunday, April 21, 2024 At Crisis24, A GardaWorld Company, we take a proactive approach to solving business challenges and our customers are at the heart of everything we do. It's the reason we love rolling up our sleeves and getting down to work and it's why we're so successful. It takes an entire team to stand behind som

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

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

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

Supervise the day to day activities of REL Risk Management functions to ensure timeliness and accuracy of the work performed and adherence to applicable federal, mortgage lending, and Navy Federal Credit Union regulations and guidelines Contribute to a culture of collaboration by actively working across business lines and sharing knowledge Identify and implement tools, me

Vendor Management Specialist Boca Raton, FL, USA Fort Lauderdale, FL, USA Req #889 Sunday, April 21, 2024 At Crisis24, A GardaWorld Company, we take a proactive approach to solving business challenges and our customers are at the heart of everything we do. It's the reason we love rolling up our sleeves and getting down to work and it's why we're so successful. It takes an

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