Reviewing updates and communications for account changes and terminations ensuring compliance with policies and regulations. Monitoring and responding to e mail inquiries from sponsors and internal business partners. RFP assistance providing answers to quarterly sponsor surveys, collaborating with various departments such as Legal, Risk, and the Portfolio Implementation t

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & At

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

At Landmark Credit Union, we succeed by putting people first and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your uniqu

Work as part of a systematic investment team looking to design and develop new and innovative investment products. Assist in the design and development of active and passive systematic investment strategies. Play a key role in the SMA platform and strategy development and manage client portfolios using systematic investment approach. Identify new investment insights, leve

Support compliance's review and approval of advisor/broker dealer and international marketing materials and various other electronic communications to ensure compliance with firm and regulatory requirements. Lead and manage projects with minimal supervision related to marketing communications. Experience with working with all levels of the organization to provide the busi

Under the direction of the Vice President Operations the Retail Banking Manager is responsible for the performance and oversight of all State Bank of Reeseville's offices, including operations, opening new accounts, onboarding of new accounts and loans and CSR training in accordance with the bank's objectives. Actively participates in daily branch operations, operates a c

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & At

As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day. As a Customer Service Representative, you will spend time Providing guidance to help customers make decisions about their financial needs. Completing teller transactions including cashing checks, processing deposits, and withdrawals.

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

The Financial Architect (FA) is responsible for building relationships with the Credit Union's membership by offering products and services of Verve within the branch. POSITION RESPONSIBILITIES Lending Responsibilities Understand, educate, and advise members of all products available. Complete application process and all necessary support paperwork within federal guidelin

As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day. As a Customer Service Representative, you will spend time Providing guidance to help customers make decisions about their financial needs. Completing teller transactions including cashing checks, processing deposits, and withdrawals.

Generate new business opportunities through established realtor and customer relationships. Proactively engage and partner with assigned banking centers to expand business. Provide professional counsel to clients to understand the benefits of Old National Bank's products and services. Engage with the customer throughout the loan application, approval and closing process.