WHAT YOU'LL DO The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. WHAT YOU'LL BRING Duties Identify customers' and non

Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture. Other duties as assigned by Branch Management. Education Eventual procurement of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of Strong sales and customer service skills Strong oral and written commu

Client Support Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviews Field phone calls from clients Assist with account opening and closing procedures Collect tax information for clients' annual returns and assist Advisors with coordination of tax year end processing. Monitor daily financial report

Identify customers' and non customers' financial and lending needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform bas

WHAT YOU'LL DO The Deposit Data Entry & CIF Specialist ensures tax reporting and interest payments for deposits are completed accurately and within bank guidelines. This position ensures Customer Information Files (CIF) and deposit accounts are coded appropriately on the core system and that deposit accounts adhere to compliance and audit guidelines. Additional Duties Mai

Collaborate with internal and external brand and marketing partners to ensure that appropriate risk management practices are embedded in day to day operations and advise on best practices, leveraging expertise and industry insights. Develop and implement an effective marketing operations compliance program including adherence to all local, state and federal laws and regul

Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture. Other duties as assigned by Branch Management. Education Eventual procurement of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of Strong sales and customer service skills Strong oral and written commu

Identify customers' and non customers' financial and lending needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform bas

WHAT YOU'LL DO The Universal Banker is responsible for making referrals and selling all bank products and services to customers and non customers in a needs based manner to fully meet all their financial needs. In addition, efficiently process daily transactions for customers while providing excellent customer service. WHAT YOU'LL BRING Duties Identify customers' and non

Identify customers' and non customers' financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller tr

Perform basic teller transactions. Make referrals to Bankers. Balance cash drawer on a daily basis. Scan work for image branch capture. Other duties as assigned by Branch Management. Education Eventual procurement of High School diploma Requires knowledge of Microsoft Office Qualifications Knowledge of Strong sales and customer service skills Strong oral and written commu

Identify customers' and non customers' financial needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform basic teller tr

Identify customers' and non customers' financial and lending needs and sell all appropriate products and services. Service customer accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Perform bas

Complete quality reviews for all new setup and maintenance items for Commercial Deposit Accounts and Cash Management related services. Complete ACH review including but not limited to; ACH NACHA violations, ACH return ratio monitoring and ACH limit controls. Monitor and identify possible risk and fraudulent activities to both customers and the Bank utilizing monitoring so

The Senior Account Executive will be responsible for creating opportunities, driving new sales, and managing the sales pipeline within a defined territory. Their primary role is to develop enterprise level relationships to close High Value opportunities in the financial services and FinTech industry. This position will report to the Financial Institution (FI) Sales Manage