Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

Provide assessments of client investment allocations Assist in the management of investment systems including developing client investment recomemendations Peform analysis of clients finiancial situation for financial planning purposes Manage systems created for client contacts and prospects. Including emails, social media, newsletters, mailings, etc. Maintain and assist

This position is responsible for communicating with clients, plan sponsors, and brokers to organize meetings and address any questions or issues; Communicating with all internal departments; managing the asset transfer process; managing the conversion process; applying knowledge of Federal pension regulations; managing assigned staff; preparing initial enrollment kits; an

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly Conduct customer transactions with accuracy and prepar

1. Supports the Mortgage Loan Consultant in soliciting quality loan applicants through various methods and media. 2. Assists MLCs to gather information related to residential real estate applications through interaction with parties involved in the transaction, while adhering to customer privacy guidelines. 3. Schedules appointments on behalf of the MLC, or with the AMLC

A Call In Bank Teller will have the convenience of a flexible schedule to support multiple Bank Branches. As a Call In Bank Teller, you will provide coverage to the team by conducting financial transactions while actively listening for customer needs and referring customers to appropriate products. Provide quality customer service and a positive banking experience by hand

Work Happy is in line with our Bank Happy philosophy. At CBSI , we are committed to providing the highest level of employee support, whether through our benefits , our professional development or our challenging but rewarding professional experiences. We are dedicated to helping you succeed. We believe engaging and empowering our employees is key to our success and our Wo

A Call In Bank Teller will have the convenience of a flexible schedule to support multiple Bank Branches. As a Call In Bank Teller, you will provide coverage to the team by conducting financial transactions while actively listening for customer needs and referring customers to appropriate products. Provide quality customer service and a positive banking experience by hand

Develop and execute a disciplined sales strategy within your territory to build and retain profitable, productive relationships by providing consultative sales support. You are responsible for proposal generation and "closing" new business opportunities to meet or exceed annual revenue goals. Be the external face of BPAS in your territory to find, build and nurture partne

A Call In Bank Teller will have the convenience of a flexible schedule to support multiple Bank Branches. As a Call In Bank Teller, you will provide coverage to the team by conducting financial transactions while actively listening for customer needs and referring customers to appropriate products. Provide quality customer service and a positive banking experience by hand

A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the

This position is responsible for working with junior and senior level actuaries in determining the applicable financial implications associated with employee benefit security programs such as pension plans and postretirement healthcare plans. Perform Actuarial Valuations under required governmental regulations and applicable accounting standards for pension and postretire

A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the

Under the direction of the Client Advisor and Business Insurance Manager, to assist the Commercial Lines Department by providing customer service to commercial clients and assist with client service duties as needed by team members. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepare and process all types of bonds as requested Request and follow up with clients for Pre Renewal