This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and o

As a member of the Retail Banking Team, the Mortgage Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Consultant is responsible for establishing and maintaining stro

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

A Credit Underwriter 2 is responsible for spreading mid to complex financial statements in compliance with Bank standards; preparing Credit Offering Memorandums on mid to complex borrowers in concert with Commercial Lenders for consideration of commercial loan approval; compilation of the borrower's total bank relationship; managing personal workload to ensure completion

A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well

Performs a variety of duties to meet the commercial sales and services needs of commercial real estate customers as follows Maintains/develops business relationships with present customers to enhance opportunities to cross sell other Bank services and obtain new business. Establishes an extensive network of business contracts, community leaders, prospect opportunities and

A Customer Support Representative (CSR)/Teller Support Specialist is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with accuracy and professionalism. Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly. Prepare individual daily settlements of teller

Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with accuracy and professionalism. Actively listen for potential sales opportunities to promote specific bank products and services, and refer customers accordingly. Prepare individual daily settlements of teller

This position is responsible for building and maintaining relationships with BPAS Clients; maintaining knowledge of BPAS products and services and cross selling the same; project work (as needed); and various other duties as required to retain and grow client relationships. Travel is required for this position. Essential Duties Serve as the Relationship Manager for an ass

As a member of the Retail Banking Team, the Mortgage Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Consultant is responsible for establishing and maintaining stro

As a member of the Retail Banking Team, the Mortgage Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Consultant is responsible for establishing and maintaining stro

As the Commercial Lines Sales Hiring and Training Manager at OneGroup, you will play a pivotal role in managing the day to day sales operations, including recruiting, hiring, and training non validated producers. You will be responsible for developing and nurturing a team of insurance professionals to ensure their success and aligning their efforts with the agency's objec

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

The BPAS team of Participant Services Representatives is responsible for responding to retirement plan and/or benefit plan (FSA, VEBA, HSA) participant questions and inquiries via phone or e mail in a polite, professional, knowledgeable manner. You must take pride in and truly enjoy assisting others. Hours 8 30am 5PM M F Learn and understand industry content. Maintain pro